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Chinese electronics component maker based in Suzhou; specific products and end markets not independently confirmed.
Chinese electronics component maker based in Suzhou; specific products and end markets not independently confirmed.
Moat: none
Headquarters: Suzhou, Jiangsu, China · Employees: 405
Size Suzhou Xinguangyi Electronics (301687.SZ) is a China Materials company (Industrial Specialties) with a market value of $831M, the 2669th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥38.16 on 6 Nov 2026.
Performance Over six months the shares fell 34.0%, against -26.1% for the median peer and -16.4% for the China market (cap-weighted) — 7th lowest of 21 in its peer set.
Growth Revenue grew 6.5% over the last twelve months (peer median +4.7%); the operating margin is 19.1% (peer median 3.5%).
Valuation It trades at 6.6× enterprise value to sales against a peer median of 1.7× (3rd most expensive of 21).
Price implies For today's price to make sense, revenue must grow about 43% a year for seven years (Req g). Recent delivered growth is +11%, so the hurdle is +32 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 3.3 points below its cost of capital (18.5% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | n/a | CN¥700M | CN¥657M | CN¥516M | CN¥455M |
| Revenue growth | — | +7% | +27% | +13% | — |
| Gross profit | n/a | CN¥220M | CN¥207M | CN¥161M | CN¥141M |
| EBITDA | n/a | CN¥153M | CN¥145M | CN¥102M | CN¥99.2M |
| Net income | n/a | CN¥123M | CN¥116M | CN¥83.3M | CN¥81.5M |
| Free cash flow | n/a | CN¥83.7M | CN¥53.3M | CN¥42.7M | CN¥42.9M |
| Capital expenditure | n/a | CN¥16.5M | CN¥11.8M | CN¥17.1M | CN¥63.3M |
| Total debt | CN¥40.2M | CN¥64.7M | CN¥57.8M | CN¥53.7M | CN¥34.0M |
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 | 301687.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -22.1% | -7.3% | 6th lowest of 21 |
| 6-month return | -34.0% | -26.1% | 7th lowest of 21 |
| Distance from 52-week high | -60.7% | -51.7% | 4th lowest of 21 |
| Revenue growth (TTM) | +6.5% | +4.7% | 10th highest of 21 |
| Operating margin | 19.1% | 3.5% | 2nd highest of 21 |
| EV / Sales | 6.6× | 1.7× | 3rd most expensive of 21 |
| Growth the price implies (Req g, 7 yrs) | 42.9% | 9.7% | most demanding of 12 |
| Growth delivered (Del g) | +11.3% | +6.2% | 3rd highest of 12 |
| Hurdle (Req g minus delivered) | +31.6 pp | +2.5 pp | 2nd most demanding of 12 |
| ROIC minus cost of capital | -3.3 pp | -3.2 pp | 11th highest of 21 |
| EV / EBITDA | 30.3× | 7.9× | most expensive of 8 |
| Net debt / EBITDA | -5.8× | 0.7× | least indebted of 8 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Suzhou Xinguangyi Electronics 301687.SZ | China | $831M | -34% | +7% | 19% | 6.6× | 42.9% | +11.3% |
| Shenma Industry 600810.SS | China | $838M | -33% | -9% | 0% | 1.5× | 9.7% | +7.1% |
| Hubei Huitian New Materials 300041.SZ | China | $820M | -13% | +15% | 6% | 1.3× | 10.3% | +15.5% |
| ZETTA 002256.SZ | China | $843M | -40% | +25% | -5% | 11.5× | n/a | n/a |
| Shandong Jinjing Science & Technology 600586.SS | China | $806M | -35% | -23% | -23% | 1.9× | 0.5% | -1.3% |
| TOCALO 3433.T | Japan | $864M | -26% | +6% | 23% | 2.3× | n/a | n/a |
| Jiangsu Favored Nanotechnology 688371.SS | China | $797M | -34% | -7% | -29% | 10.2× | n/a | n/a |
| Jiangxi Black Cat Carbon Black 002068.SZ | China | $795M | -22% | +1% | -4% | 1.1× | n/a | n/a |
| SP Group A/S SPG.CO | Denmark | $788M | +17% | +18% | 14% | 1.6× | -6.2% | +6.2% |
| Mattr MATR.TO | Canada | $879M | +108% | +25% | 7% | 1.3× | 5.8% | +1.5% |
| Hainan Development Holdings Nanhai 002163.SZ | China | $892M | -44% | -9% | -3% | 2.3× | n/a | n/a |
| Jiangsu Canlon Building Materials 300715.SZ | China | $770M | -1% | +3% | -2% | 2.7× | 33.6% | +3.8% |
| Toyo Tanso 5310.T | Japan | $765M | -5% | -8% | 10% | 2.4× | n/a | n/a |
| Jiangxi Guotai 603977.SS | China | $914M | -29% | +15% | 9% | 3.1× | n/a | n/a |
| Chengdu Guibao Science and Technology 300019.SZ | China | $737M | -29% | +9% | 6% | 1.2× | n/a | n/a |
| Sakata Inx 4633.T | Japan | $732M | +8% | +9% | 6% | 0.5× | -4.0% | +9.8% |
| Guangdong Tloong Technology 300063.SZ | China | $946M | -26% | +21% | 2% | 0.8× | 25.0% | -6.6% |
| Kama KAMAHOLD.NS | India | $725M | -19% | +13% | 19% | 0.4× | -17.3% | +13.5% |
| Shanghai Xinpeng Industry 002328.SZ | China | $723M | -39% | -23% | 2% | 1.4× | 14.7% | -2.0% |
| Shandong Ruifeng Chemical 300243.SZ | China | $715M | -19% | +2% | 5% | 2.5× | 35.4% | +8.6% |
| Shenzhen Cotran Industrial Material 300731.SZ | China | $707M | -47% | -1% | -1% | 4.4× | n/a | n/a |