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Memory module and storage maker that owns the global Lexar flash-memory brand alongside its own enterprise/embedded storage lines.
Memory module and storage maker that owns the global Lexar flash-memory brand alongside its own enterprise/embedded storage lines.
Buys NAND flash and DRAM chips from memory makers, adds its own controller firmware and packaging, and sells the finished storage under the Lexar name in shops and under contract to phone and device makers, so profit rides the spread over chip cost. It bought Lexar from Micron in 2017.
In one line: China's SanDisk/Kingston for memory modules.
Moat: narrow (brand, distribution). Owns the globally recognized Lexar brand acquired from Micron, giving retail shelf presence rivals lack.
Headquarters: Shenzhen, China · Founded: 1999 · Employees: 4,040
Size Shenzhen Longsys Electronics (301308.SZ) is a China Information Technology company (Semiconductors) with a market value of $12.3B, the 197th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥214.77 on 6 Nov 2026.
Performance Over six months the shares fell 46.5%, against -15.9% for the median peer and -16.4% for the China market (cap-weighted) — 2nd lowest of 19 in its peer set.
Growth Revenue grew 113.9% over the last twelve months (peer median +25.2%); the operating margin is 40.5% (peer median 11.4%).
Valuation It trades at 5.1× forward earnings against a peer median of 28.7× (cheapest of 18).
Capital Return on invested capital runs 26.8 points above its cost of capital (11.6% WACC).
Next results Next results expected around 25 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥44.8B | CN¥22.8B | CN¥17.5B | CN¥10.1B | CN¥8.33B |
| Revenue growth | — | +30% | +72% | +22% | — |
| Gross profit | CN¥22.8B | CN¥4.24B | CN¥3.20B | CN¥744M | CN¥971M |
| EBITDA | n/a | CN¥2.28B | CN¥904M | -CN¥920M | CN¥108M |
| Net income | CN¥15.0B | CN¥1.42B | CN¥499M | -CN¥828M | CN¥72.8M |
| Free cash flow | -CN¥5.24B | -CN¥2.07B | -CN¥2.10B | -CN¥3.29B | -CN¥656M |
| Capital expenditure | CN¥823M | CN¥845M | CN¥944M | CN¥499M | CN¥333M |
| Total debt | CN¥18.0B | CN¥10.6B | CN¥7.77B | CN¥5.35B | CN¥1.34B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Shenzhen Longsys Electronics 301308.SZ | $12.3B | -46% | +114% | 40% | 5.1× | n/a |
| DapuStor 301666.SZ | $18.8B | +20% | +611% | 23% | n/a | n/a |
| SamsungElec 005930.KS | $886B | -14% | +88% | 46% | 4.0× | -7.2% |
| Sandisk SNDK | $119B | -47% | +272% | 73% | 3.4× | 3.5% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | 301308.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -25.6% | -16.1% | 9th lowest of 20 |
| 6-month return | -46.5% | -15.9% | 2nd lowest of 19 |
| Distance from 52-week high | -71.4% | -48.0% | lowest of 21 |
| Revenue growth (TTM) | +113.9% | +25.2% | 2nd highest of 21 |
| Operating margin | 40.5% | 11.4% | 3rd highest of 21 |
| Forward P/E | 5.1× | 28.7× | cheapest of 18 |
| ROIC minus cost of capital | +26.8 pp | +0.9 pp | 2nd highest of 20 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Shenzhen Longsys Electronics 301308.SZ | China | $12.3B | -46% | +114% | 40% | 5.1× | n/a | n/a |
| SiTime SITM | United States | $12.5B | -30% | +83% | 0% | 23.1× | n/a | n/a |
| Cansemi Technology 301660.SZ | China | $11.8B | n/a | +54% | -99% | n/a | n/a | n/a |
| Fabrinet FN | United States | $11.7B | -47% | +43% | 10% | 15.6× | n/a | n/a |
| Rockchip Electronics 603893.SS | China | $13.4B | +16% | +39% | 27% | 49.1× | 39.3% | +18.7% |
| Yuanjie Semiconductor Technology 688498.SS | China | $11.2B | -45% | +300% | 64% | 60.1× | n/a | n/a |
| Realtek Semiconductor 2379.TW | Taiwan | $11.0B | +33% | +12% | 11% | 19.9× | 8.4% | +9.6% |
| JCET 600584.SS | China | $14.1B | +15% | +4% | 6% | 40.2× | n/a | n/a |
| LONGi Green Energy Technology 601012.SS | China | $14.1B | -25% | -16% | -12% | n/a | n/a | n/a |
| ASPEED Technology 5274.TWO | Taiwan | $14.3B | -30% | +40% | 53% | 41.1× | 41.3% | +24.3% |
| TongFu Microelectronics 002156.SZ | China | $10.5B | -15% | +21% | 7% | 28.7× | n/a | n/a |
| Technoprobe TPRO.MI | Italy | $14.9B | +5% | +22% | 30% | 38.4× | 36.4% | +14.6% |
| National Silicon Industry 688126.SS | China | $10.2B | 0% | +33% | -41% | n/a | n/a | n/a |
| Lattice Semiconductor LSCC | United States | $14.9B | -17% | +63% | 13% | 26.2× | n/a | n/a |
| Hwatsing Technology 688120.SS | China | $15.4B | +42% | +36% | 18% | 63.8× | 41.8% | +64.4% |
| Tower Semiconductor TSEM | United States | $15.6B | -35% | +22% | 19% | 21.6× | 25.9% | +4.4% |
| China Resources Microelectronics 688396.SS | China | $9.72B | -14% | +17% | 10% | 46.9× | 25.7% | +9.7% |
| Omnivision Integrated Circuits 0501.HK | Hong Kong | $15.7B | -16% | +7% | 13% | 23.2× | n/a | n/a |
| Semtech SMTC | United States | $9.63B | -15% | +18% | 12% | 19.1× | 51.8% | +12.0% |
| Nexchip Semiconductor 2249.HK | Hong Kong | $9.55B | n/a | +20% | 7% | 50.2× | n/a | n/a |
| MACOM Technology Solutions MTSI | United States | $16.1B | -41% | +28% | 18% | 23.2× | 49.4% | +12.8% |