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Chinese maker of new-energy electric vehicles, likely small/low-speed EVs or specialty electric vehicles.
Chinese maker of new-energy electric vehicles, likely small/low-speed EVs or specialty electric vehicles.
Moat: none
Headquarters: Guangdong, China · Employees: 793
Size Guangdong Lvtong New Energy Electric Vehicle Tech (301322.SZ) is a China Consumer Discretionary company (Motor Vehicles) with a market value of $869M, the 2584th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥40.73 on 6 Nov 2026.
Performance Over six months the shares gained 5.0%, against -3.5% for the median peer and -16.4% for the China market (cap-weighted) — 7th highest of 20 in its peer set.
Growth Revenue grew 63.0% over the last twelve months (peer median +6.4%); the operating margin is -2.7% (peer median 1.8%).
Valuation It trades at 4.3× enterprise value to sales against a peer median of 0.9× (4th most expensive of 20).
Capital Return on invested capital runs 13.2 points below its cost of capital (13.3% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥1.27B | CN¥988M | CN¥829M | CN¥1.08B | CN¥1.47B |
| Revenue growth | — | +19% | -23% | -26% | — |
| Gross profit | CN¥346M | CN¥236M | CN¥207M | CN¥354M | CN¥438M |
| EBITDA | n/a | CN¥43.5M | CN¥116M | CN¥259M | CN¥345M |
| Net income | -CN¥19.9M | CN¥44.0M | CN¥142M | CN¥263M | CN¥312M |
| Free cash flow | -CN¥263M | CN¥42.8M | CN¥152M | CN¥84.0M | CN¥123M |
| Capital expenditure | CN¥74.4M | CN¥99.3M | CN¥146M | CN¥79.4M | CN¥130M |
| Total debt | CN¥783M | CN¥373M | CN¥165M | CN¥692,289 | CN¥1.71M |
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| Measure | 301322.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +1.1% | -3.7% | 7th highest of 20 |
| 6-month return | +5.0% | -3.5% | 7th highest of 20 |
| Distance from 52-week high | -37.0% | -34.8% | 10th lowest of 20 |
| Revenue growth (TTM) | +63.0% | +6.4% | highest of 20 |
| Operating margin | -2.7% | 1.8% | 7th lowest of 20 |
| EV / Sales | 4.3× | 0.9× | 4th most expensive of 20 |
| ROIC minus cost of capital | -13.2 pp | -2.7 pp | 3rd lowest of 19 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Guangdong Lvtong New Energy Electric Vehicle Tech 301322.SZ | China | $869M | +5% | +63% | -3% | 4.3× | n/a | n/a |
| China Motor 2204.TW | Taiwan | $867M | -4% | +6% | 4% | 0.9× | 3.7% | +0.8% |
| Aebi Schmidt AEBI | United States | $867M | -3% | +49% | 6% | 0.7× | 11.9% | n/a |
| Piaggio & C PIA.MI | Italy | $862M | +24% | -5% | 7% | 0.8× | 2.6% | +2.7% |
| Yulon Motor 2201.TW | Taiwan | $860M | -1% | -8% | 8% | 3.9× | 14.9% | -2.6% |
| Zhongtong Bus 000957.SZ | China | $857M | -18% | +6% | 6% | 0.5× | -16.1% | +10.7% |
| Olectra Greentech OLECTRA.NS | India | $891M | -19% | +38% | 12% | 3.3× | n/a | n/a |
| Zhejiang Qianjiang Motorcycle 000913.SZ | China | $896M | -16% | 0% | 2% | 0.8× | n/a | n/a |
| Shanghai New Power Automotive Technology 600841.SS | China | $914M | -39% | +15% | -5% | 0.7× | 2.1% | -23.6% |
| Breton Technology 1333.HK | Hong Kong | $915M | +5% | +16% | -24% | 9.1× | n/a | n/a |
| SML Mahindra SMLMAH.NS | India | $806M | +35% | +22% | 7% | 2.5× | 23.6% | +36.9% |
| Kuen Tong Technology 7965.TWO | Taiwan | $796M | n/a | n/a | n/a | n/a | n/a | n/a |
| Haima Automobile 000572.SZ | China | $792M | -43% | -48% | -27% | 6.2× | n/a | n/a |
| Hanma Technology 600375.SS | China | $786M | -39% | +38% | 0% | 0.7× | 11.1% | +0.5% |
| IAT Automobile Technology 300825.SZ | China | $786M | +9% | +7% | -8% | 4.7× | n/a | n/a |
| Xiamen King Long Motor 600686.SS | China | $967M | -42% | -3% | 2% | 0.4× | -1.1% | +12.0% |
| Polestar Automotive Holding UK PLC Sponsored ADR PSNY | United States | $778M | -79% | +18% | -47% | 2.0× | n/a | n/a |
| Dometic DOM.ST | Sweden | $755M | -29% | -6% | -13% | 0.9× | 3.4% | +5.4% |
| Nissan Shatai 7222.T | Japan | $747M | -4% | +15% | 4% | 0.1× | n/a | n/a |
| Luyuan Group Holding (Cayman) 2451.HK | Hong Kong | $722M | +24% | -3% | 1% | 1.0× | n/a | n/a |
| Giant Manufacturing 9921.TW | Taiwan | $1.06B | +29% | -15% | 2% | 0.6× | 1.3% | -3.0% |