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Guangdong-based new-materials maker for electronics; specific product line not established from available knowledge.
Guangdong-based new-materials maker for electronics; specific product line not established from available knowledge.
Moat: none
Headquarters: Guangdong, China · Employees: 1,317
Size Guangdong Suqun New Material (301489.SZ) is a China Information Technology company (Electronic Production Equipment) with a market value of $1.16B, the 2041st largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥75.69 on 6 Nov 2026.
Performance Over six months the shares fell 53.8%, against -22.9% for the median peer and -16.4% for the China market (cap-weighted) — 3rd lowest of 21 in its peer set.
Growth Revenue grew 24.2% over the last twelve months (peer median +8.4%); the operating margin is 8.2% (peer median 3.8%).
Valuation It trades at 53.2× forward earnings against a peer median of 20.8× (3rd most expensive of 9).
Capital Return on invested capital runs 10.9 points below its cost of capital (17.9% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥1.12B | CN¥926M | CN¥656M | CN¥434M | CN¥423M |
| Revenue growth | — | +41% | +51% | +3% | — |
| Gross profit | CN¥364M | CN¥231M | CN¥155M | CN¥104M | CN¥105M |
| EBITDA | n/a | CN¥140M | CN¥88.5M | CN¥82.8M | CN¥83.5M |
| Net income | CN¥73.0M | CN¥60.3M | CN¥52.5M | CN¥54.6M | CN¥58.4M |
| Free cash flow | CN¥98.9B | -CN¥103M | -CN¥197M | -CN¥2.43M | -CN¥63.9M |
| Capital expenditure | -CN¥104B | CN¥176M | CN¥242M | CN¥123M | CN¥129M |
| Total debt | CN¥338M | CN¥371M | CN¥259M | CN¥91.1M | CN¥170M |
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.
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 | 301489.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -25.1% | -24.3% | 10th lowest of 21 |
| 6-month return | -53.8% | -22.9% | 3rd lowest of 21 |
| Distance from 52-week high | -63.6% | -52.8% | 6th lowest of 21 |
| Revenue growth (TTM) | +24.2% | +8.4% | 8th highest of 21 |
| Operating margin | 8.2% | 3.8% | 8th highest of 21 |
| Forward P/E | 53.2× | 20.8× | 3rd most expensive of 9 |
| ROIC minus cost of capital | -10.9 pp | -2.9 pp | 5th lowest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Guangdong Suqun New Material 301489.SZ | China | $1.16B | -54% | +24% | 8% | 53.2× | n/a | n/a |
| Dongjin Semichem 005290.KS | South Korea | $1.18B | -44% | -4% | 16% | n/a | -4.4% | +5.0% |
| Shenzhen Fenda Technology 002681.SZ | China | $1.19B | -15% | +7% | -1% | n/a | 27.1% | -5.2% |
| Harbin Xinguang Optic-Electronics Technology 688011.SS | China | $1.11B | +17% | +14% | -42% | n/a | n/a | n/a |
| Fuman Microelectronics 300671.SZ | China | $1.21B | -22% | +71% | 3% | n/a | n/a | n/a |
| Aurora Optoelectronics 600666.SS | China | $1.22B | -44% | +44% | -15% | n/a | 35.2% | -1.9% |
| WindSun Science & Technology 688663.SS | China | $1.23B | -14% | -9% | 3% | 36.5× | 48.5% | +18.9% |
| Shenzhen AV-Display 300939.SZ | China | $1.07B | +54% | +5% | 3% | n/a | n/a | n/a |
| Maxvision Technology 002990.SZ | China | $1.26B | -39% | +36% | 14% | n/a | n/a | n/a |
| Shenzhen Hui Chuang Da Technology 300909.SZ | China | $1.26B | +4% | +3% | 2% | n/a | n/a | n/a |
| Grand Process Technology 3131.TWO | Taiwan | $1.27B | -51% | +38% | 22% | 18.3× | 13.0% | +21.2% |
| I-Chiun Precision Industry 2486.TW | Taiwan | $1.05B | -53% | +25% | 7% | 23.3× | n/a | n/a |
| TXC 3042.TW | Taiwan | $1.28B | -26% | +9% | 17% | 14.4× | 10.7% | +3.9% |
| Suzhou K-Hiragawa Electronic Technology 603052.SS | China | $1.03B | -55% | +7% | -10% | n/a | n/a | n/a |
| LX Technology 2436.HK | Hong Kong | $1.02B | +37% | -4% | 4% | 120.4× | n/a | n/a |
| Doosan Fuel Cell 336260.KS | South Korea | $1.33B | -56% | -19% | -31% | n/a | n/a | n/a |
| Dongguan Tarry Electronics 300976.SZ | China | $1.33B | +4% | +19% | 9% | 15.3× | 17.5% | +27.2% |
| Shenzhen Success Electronics 002289.SZ | China | $1.33B | -9% | +237% | 27% | n/a | 24.4% | +18.8% |
| TES 095610.KS | South Korea | $982M | -7% | +33% | 17% | 13.7× | 14.5% | +7.4% |
| Nanjing Wavelength Opto-Electronic Science and Technology 301421.SZ | China | $980M | -46% | +8% | 7% | 77.3× | n/a | n/a |
| TPV Technology 000727.SZ | China | $1.38B | -23% | +7% | -1% | n/a | n/a | n/a |