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Guangzhou-based technology/chemicals company; specific product line not established from available knowledge.
Guangzhou-based technology/chemicals company; specific product line not established from available knowledge.
Moat: none
Headquarters: Guangzhou, China · Employees: 388
Size Guangzhou Lingwe Technology (301373.SZ) is a China Materials company (Chemicals: Specialty) with a market value of $1.01B, the 2269th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥73.01 on 6 Nov 2026.
Performance Over six months the shares fell 37.0%, against -14.5% for the median peer and -16.4% for the China market (cap-weighted) — 3rd lowest of 20 in its peer set.
Growth Revenue grew 15.0% over the last twelve months (peer median +6.9%); the operating margin is 26.0% (peer median 7.7%).
Valuation It trades at 48.0× forward earnings against a peer median of 18.8× (2nd most expensive of 9).
Price implies For today's price to make sense, revenue must grow about 36% a year for seven years (Req g). Recent delivered growth is +7%, so the hurdle is +28 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 2.5 points below its cost of capital (12.8% WACC).
Next results Next results expected around 22 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥577M | CN¥497M | CN¥477M | CN¥464M | CN¥399M |
| Revenue growth | — | +4% | +3% | +16% | — |
| Gross profit | CN¥282M | CN¥211M | CN¥200M | CN¥184M | CN¥147M |
| EBITDA | n/a | CN¥172M | CN¥158M | CN¥132M | CN¥107M |
| Net income | CN¥135M | CN¥137M | CN¥135M | CN¥125M | CN¥91.0M |
| Free cash flow | CN¥21.0M | CN¥25.5M | CN¥53.1M | -CN¥70.9M | CN¥52.6M |
| Capital expenditure | CN¥144M | CN¥110M | CN¥109M | CN¥187M | CN¥40.9M |
| Total debt | CN¥49.3M | CN¥54.8M | CN¥17.2M | CN¥68.3M | CN¥9.85M |
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| Measure | 301373.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -36.3% | -11.3% | lowest of 21 |
| 6-month return | -37.0% | -14.5% | 3rd lowest of 20 |
| Distance from 52-week high | -64.2% | -44.4% | 2nd lowest of 21 |
| Revenue growth (TTM) | +15.0% | +6.9% | 6th highest of 21 |
| Operating margin | 26.0% | 7.7% | 2nd highest of 21 |
| Forward P/E | 48.0× | 18.8× | 2nd most expensive of 9 |
| Growth the price implies (Req g, 7 yrs) | 35.6% | 8.1% | 4th most demanding of 12 |
| Growth delivered (Del g) | +7.4% | +3.2% | 4th highest of 12 |
| Hurdle (Req g minus delivered) | +28.2 pp | +1.9 pp | 3rd most demanding of 12 |
| ROIC minus cost of capital | -2.5 pp | -1.4 pp | 9th lowest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Guangzhou Lingwe Technology 301373.SZ | China | $1.01B | -37% | +15% | 26% | 48.0× | 35.6% | +7.4% |
| Kureha 4023.T | Japan | $1.02B | +7% | +7% | 10% | 22.6× | 4.1% | +2.3% |
| Shikoku Kasei 4099.T | Japan | $1.03B | -26% | +20% | 18% | 14.8× | 5.0% | +6.5% |
| Shinkong Synthetic Fibers 1409.TW | Taiwan | $1.03B | +23% | -7% | 14% | n/a | n/a | n/a |
| Yibin Tianyuan 002386.SZ | China | $1,000M | -27% | +14% | 3% | n/a | n/a | n/a |
| Jiangsu Evergreen New Material Technology 603125.SS | China | $1.03B | -23% | +38% | 19% | n/a | n/a | n/a |
| Ningbo Changhong Polymer Scientific & Technical 605008.SS | China | $1.04B | -11% | -12% | -1% | 31.5× | n/a | n/a |
| Anhui Guofeng New Materials 000859.SZ | China | $1.04B | -14% | +6% | -4% | n/a | n/a | n/a |
| Hangjin Technology 000818.SZ | China | $988M | -35% | -29% | -8% | n/a | 18.9% | +3.2% |
| Jiujiang Shanshui Technology 301190.SZ | China | $983M | +32% | +54% | 19% | n/a | n/a | n/a |
| Lihuayi Weiyuan Chemical 600955.SS | China | $978M | -39% | +18% | -8% | 17.7× | n/a | n/a |
| Japan Material 6055.T | Japan | $1.06B | -9% | +11% | 27% | 13.5× | 9.4% | +10.5% |
| Guangdong Sinoplast Adv Matl 301686.SZ | China | $962M | n/a | +7% | 19% | n/a | n/a | n/a |
| Compass Minerals International CMP | United States | $962M | -18% | +5% | 8% | 20.0× | 8.1% | +2.8% |
| Hubei Heyuan Gas 002971.SZ | China | $1.09B | +9% | +12% | 7% | 138.4× | n/a | n/a |
| Zhejiang Oceanking Development 603213.SS | China | $938M | +1% | -17% | 0% | n/a | 38.3% | +17.9% |
| Rastar Environmental Protection Materials 300834.SZ | China | $933M | -9% | -23% | 1% | n/a | 43.9% | 0.0% |
| Jiangsu Chengxing Phosph-Chemicals 600078.SS | China | $928M | -29% | +27% | 13% | n/a | 2.6% | +2.9% |
| Green Plains GPRE | United States | $927M | -27% | -22% | 7% | 7.4× | -1.0% | +1.8% |
| Quechen Silicon Chemical 605183.SS | China | $926M | -12% | +7% | 19% | n/a | 2.0% | +16.1% |
| Changzhou Tronly New Electronic Materials 300429.SZ | China | $923M | -37% | +14% | -14% | n/a | 56.6% | +5.0% |