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Chinese maker of semiconductor production equipment; specific tool category not established from available knowledge.
Chinese maker of semiconductor production equipment; specific tool category not established from available knowledge.
Moat: none
Headquarters: Shenzhen, China · Employees: 480
Size Sidea Semiconductor Equipment (Shenzhen) (301629.SZ) is a China Information Technology company (Electronic Equipment/Instruments) with a market value of $924M, the 2458th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥187.00 on 6 Nov 2026.
Performance Over six months the shares fell 38.7%, against -16.9% for the median peer and -16.4% for the China market (cap-weighted) — 3rd lowest of 20 in its peer set.
Growth Revenue fell 26.8% over the last twelve months (peer median +7.3%); the operating margin is 0.5% (peer median 5.4%).
Valuation It trades at 147.2× forward earnings against a peer median of 21.2× (most expensive of 11).
Capital Return on invested capital runs 17.5 points below its cost of capital (18.1% WACC).
Next results Next results expected around 28 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥372M | CN¥418M | CN¥506M | CN¥545M | CN¥439M |
| Revenue growth | — | -17% | -7% | +24% | — |
| Gross profit | CN¥127M | CN¥147M | CN¥188M | CN¥180M | CN¥191M |
| EBITDA | n/a | CN¥41.6M | CN¥87.6M | CN¥82.9M | CN¥118M |
| Net income | CN¥32.2M | CN¥52.8M | CN¥91.9M | CN¥89.2M | CN¥116M |
| Free cash flow | CN¥30.2M | -CN¥6.57M | CN¥15.4M | -CN¥79.2M | CN¥221M |
| Capital expenditure | CN¥7.75M | CN¥10.0M | CN¥3.11M | CN¥3.55M | CN¥4.10M |
| Total debt | CN¥194M | CN¥91.0M | CN¥100M | CN¥56.5M | CN¥55.2M |
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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 | 301629.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -23.0% | -9.3% | 4th lowest of 21 |
| 6-month return | -38.7% | -16.9% | 3rd lowest of 20 |
| Distance from 52-week high | -59.4% | -44.7% | 3rd lowest of 21 |
| Revenue growth (TTM) | -26.8% | +7.3% | 2nd lowest of 21 |
| Operating margin | 0.5% | 5.4% | 6th lowest of 21 |
| Forward P/E | 147.2× | 21.2× | most expensive of 11 |
| ROIC minus cost of capital | -17.5 pp | -3.3 pp | 5th lowest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Sidea Semiconductor Equipment (Shenzhen) 301629.SZ | China | $924M | -39% | -27% | 0% | 147.2× | n/a | n/a |
| Jiangsu Wuyang Automation Control Technology 300420.SZ | China | $921M | +51% | -10% | 5% | n/a | n/a | n/a |
| Riken Keiki 7734.T | Japan | $930M | -7% | +11% | 22% | 13.8× | 2.6% | +11.4% |
| Toshiba Tec 6588.T | Japan | $918M | -2% | +7% | 3% | 11.3× | n/a | n/a |
| RoboSense Technology Company 2498.HK | Hong Kong | $914M | -55% | +32% | -22% | n/a | n/a | n/a |
| Feitian Technologies 300386.SZ | China | $909M | -17% | -20% | -20% | n/a | n/a | n/a |
| Transcat TRNS | United States | $955M | +33% | +20% | 5% | 45.0× | 30.3% | +13.9% |
| Suzhou Sushi Testing 300416.SZ | China | $957M | -26% | +8% | 15% | 23.0× | 2.6% | +13.7% |
| Park Systems 140860.KS | South Korea | $965M | -35% | -6% | 12% | 30.3× | n/a | n/a |
| Fujian Acetron New Materials 300706.SZ | China | $873M | -11% | +19% | 3% | n/a | n/a | n/a |
| Wuxi Xinje Electric 603416.SS | China | $984M | -22% | +26% | 9% | 21.1× | 19.8% | +12.2% |
| Rigol Technologies 0537.HK | Hong Kong | $989M | n/a | +33% | 9% | 21.2× | 35.8% | +19.6% |
| Camelot Electronics Technology 301282.SZ | China | $992M | +12% | +58% | 7% | n/a | n/a | n/a |
| Xi'an Manareco New Materials 688550.SS | China | $850M | -19% | -2% | 13% | 15.6× | 7.4% | +9.8% |
| Shanghai Ruking Technologies 301525.SZ | China | $838M | -13% | -2% | 1% | 43.8× | n/a | n/a |
| Dianguang Explosion-proof Technology 002730.SZ | China | $832M | -54% | -6% | 6% | n/a | n/a | n/a |
| Evolv Technologies EVLV | United States | $826M | -35% | +42% | -20% | n/a | n/a | n/a |
| Wuhan Zhongyuan Huadian Science & Technology 300018.SZ | China | $825M | -17% | +3% | 17% | n/a | 25.8% | +10.0% |
| Asia Optical 3019.TW | Taiwan | $1.04B | -14% | +13% | 10% | 16.2× | 0.1% | +10.9% |
| Anhui Landun Photoelectron 300862.SZ | China | $814M | +31% | -27% | -23% | n/a | n/a | n/a |
| Henan Yicheng New Energy 300080.SZ | China | $1.05B | -17% | -13% | -21% | n/a | n/a | n/a |