Loading…
← CockpitCompetitor Analysis › 600641.SS Shanghai Vital Deeptech Co., Ltd. Class AOpen in the cockpit ↗

Shanghai Vital Deeptech Co., Ltd. Class A600641.SSCompetitor analysis, valuation and peers

China · CNY·Real Estate›Real Estate Development

Formerly a pure property developer, now also makes semiconductor ion-implantation equipment and bismuth materials.

Momentum leader 92
Mkt cap
$4.20B
US dollars, full cap
Free float
64%
of shares outstanding
$/day
$354M
20-day average traded
P/B
3.46×
price to book
ROE
-1.7%
delivered
Implied ROE
43.2%
what the price asks
Next earnings
171 days
26 Apr 2027
Close · CNYCN¥31.40
1D+1.2%
1W+9.3%
1M-30.7%
3M+34.1%
6M+13.7%
YTD+78.0%
1Y+63.5%
ATR %9.7%
52w lowhigh40.3% off high

What Shanghai Vital Deeptech does

Formerly a pure property developer, now also makes semiconductor ion-implantation equipment and bismuth materials.

Products and services

  • Real estate development
  • Ion implantation equipment (semiconductor)
  • Bismuth metal products

Customers

  • Homebuyers
  • Semiconductor fabs
  • Chemical/metals buyers

Where it sits in the supply chain

  • Real estate & industrials
  • Property development + specialty…
  • Real estate, ion implanters, bismuth…

What could go right

  • Domestic semiconductor equipment substitution

What could go wrong

  • Chinese property downturn
  • Diversified/unfocused business mix

Moat: none (scale). A diversified, small-scale holding company without a clear leadership position in any one segment.

Headquarters: Shanghai, China · Founded: 1991 · Employees: 1,492

Named competitors

Shanghai Vital Deeptech at a glance

Size Shanghai Vital Deeptech (600641.SS) is a China Real Estate company (Real Estate Development) with a market value of $4.20B, the 614th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥31.40 on 6 Nov 2026.

Performance Over six months the shares gained 13.7%, against -8.8% for the median peer and -16.4% for the China market (cap-weighted) — 2nd highest of 21 in its peer set.

Growth Revenue grew 94.1% over the last twelve months (peer median +6.2%); the operating margin is -27.4% (peer median 22.9%).

Valuation It trades at 3.46× book value against a peer median of 0.87× (2nd most expensive of 21).

Price implies The share price implies a return on equity of about 43.2%; Shanghai Vital Deeptech delivers -1.7%, so the price asks more than the business earns today.

Next results Next results expected around 26 Apr 2027 (exchange calendar; dates can move).

Relative performance

10015011 May 202611 Aug 20266 Nov 2026600641.SS 114Peer median 92
Six months, rebased to 100: Shanghai Vital Deeptech against the median of its 20 peers (local-currency closes).

Shanghai Vital Deeptech financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥2.57BCN¥1.85BCN¥553MCN¥910MCN¥1.15B
Revenue growth—+234%-39%-21%—
Gross profitCN¥426MCN¥285MCN¥181MCN¥351MCN¥591M
EBITDAn/a-CN¥185M-CN¥177MCN¥39.3MCN¥307M
Net income-CN¥143M-CN¥127MCN¥108MCN¥151MCN¥424M
Free cash flow-CN¥1.52B-CN¥4.41B-CN¥239M-CN¥871M-CN¥782M
Capital expenditureCN¥374MCN¥291MCN¥91.3MCN¥694MCN¥175M
Total debtCN¥3.72BCN¥2.38BCN¥426MCN¥668MCN¥259M

Quarterly statements and history in the cockpit →

Shanghai Vital Deeptech competitor charts

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.

Performance: 6-month against 1-month return

-30%-20%-10%0%+10%-20%0%601155002244190809608804MTHLEG0101MRPJOEALLNHHH6006630683C09PNDX-BUTGU14600641.SS6-month return →1-month return →
Up and to the right = strong over both horizons. Shanghai Vital Deeptech is the large dot.

Fundamentals: return on equity against price-to-book

0%5%10%15%00×10×20×30×601155002244190809608804MTHLEG0101MRPJOEALLN600663VTMXC09PNDX-BUTGU14600641.SSReturn on equity →Price / book →
A bank or insurer earning more on its equity usually trades at a higher multiple of book; points far above the trend are priced for more. Shanghai Vital Deeptech is the large dot.

Capital: ROE delivered against the ROE the price implies

0%10%20%30%40%0%20%40%601155002244190809608804MTHLEGJOEALLNHHH600663VTMXPNDX-B3231UTG600641.SSROE delivered →ROE the price implies →
Above the diagonal = the price asks for a higher return on equity than the business earns today. Shanghai Vital Deeptech is the large dot.

Shanghai Vital Deeptech competitors and peer comparison

Head to head with its named competitors (600641.SS vs 000002.SZ vs 002371.SZ vs ACLS)
CompanyMarket cap6M returnRevenue growthROEPrice / bookImplied ROE
Shanghai Vital Deeptech 600641.SS$4.20B+14%+94%-2%3.46×43.2%
China Vanke 000002.SZ$5.36B-17%-32%-55%0.42×4.4%
NAURA Technology 002371.SZ$60.6B+4%+18%15%9.52×70.2%
Axcelis Technologies ACLS$3.06B-39%-3%9%2.88×35.3%
Applied Materials AMAT$264B-24%+8%41%10.30×107.7%

How Shanghai Vital Deeptech compares with its peers

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.

Shanghai Vital Deeptech against its 20 peers (data as of 6 Nov 2026)
Measure600641.SSPeer medianRank in peer set
1-month return-30.7%+4.9%2nd lowest of 21
6-month return+13.7%-8.8%2nd highest of 21
Return on equity-1.7%7.3%2nd lowest of 21
Price / book3.46×0.87×2nd most expensive of 21
ROE the price implies43.2%6.1%2nd most demanding of 21
ROE delivered-1.7%7.2%2nd lowest of 21

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthROEPrice / bookImplied ROEDelivered ROE
Shanghai Vital Deeptech 600641.SSChina$4.20B+14%+94%-2%3.46×43.2%-1.7%
Seazen 601155.SSChina$4.23B-15%-39%1%0.45×5.5%1.1%
Hangzhou Binjiang Real Estate 002244.SZChina$4.27B-2%-35%5%0.94×5.4%5.4%
C&D International Investment 1908.HKHong Kong$4.11B-15%-15%12%0.87×9.8%12.2%
Longfor 0960.HKHong Kong$4.05B-47%-42%0%0.17×5.7%-0.1%
Tokyo Tatemono 8804.TJapan$4.37B-6%+17%11%1.13×8.3%10.7%
Meritage Homes MTHUnited States$4.38B+4%-15%6%0.87×10.3%5.8%
LEG Immobilien LEG.DEGermany$4.39B-11%+1%16%0.44×5.6%15.7%
Hang Lung Ppt 0101.HKHong Kong$4.40B-29%+10%1%0.25×4.7%1.2%
Millrose Properties MRPUnited States$4.00B-4%+93%9%0.74×6.1%8.6%
St. Joe JOEUnited States$3.96B+6%+11%16%5.17×45.0%15.9%
Allreal ALLN.SWSwitzerland$3.89B-8%+3%8%1.16×3.5%7.7%
Howard Hughes HHHUnited States$4.64B+18%+32%7%1.17×12.0%6.8%
Shanghai Lujiazui Finance & Trade Zone Development 600663.SSChina$4.81B-10%-21%6%1.44×9.8%5.8%
Corporacion Inmobiliaria Vesta S.A.B. de C.V. Sponsored ADR VTMXUnited States$3.62B+6%+18%17%1.07×8.2%16.7%
Kerry Properties 0683.HKHong Kong$3.47B-26%-22%1%0.25×4.5%1.0%
City Developments C09.SISingapore$5.13B-11%+36%9%0.69×6.0%9.0%
Pandox PNDX-B.STSweden$3.43B-1%+15%10%0.92×10.2%10.3%
Nomura Real Estate 3231.TJapan$5.17B-12%+19%10%0.93×6.1%10.1%
UNITE UTG.LUnited Kingdom$3.41B+5%+12%-11%0.56×7.4%-10.8%
UOL U14.SISingapore$5.23B-23%+2%4%0.55×4.9%4.5%

Questions

Who are Shanghai Vital Deeptech's main competitors?
Named competitors: China Vanke (000002.SZ), Naura Technology (002371.SZ), Axcelis Technologies (ACLS), Applied Materials (AMAT). The cockpit's measured peer set (industry) also includes Seazen (601155.SS), Hangzhou Binjiang Real Estate (002244.SZ), C&D International Investment (1908.HK), Longfor (0960.HK), Tokyo Tatemono (8804.T), Meritage Homes (MTH).
Is Shanghai Vital Deeptech expensive compared with its peers?
On price / book it trades at 3.46× against a peer median of 0.87×, 2nd most expensive of 21 in its peer set. The share price implies a return on equity of about 43.2%; Shanghai Vital Deeptech delivers -1.7%, so the price asks more than the business earns today.
How has Shanghai Vital Deeptech stock performed?
Over six months to 6 Nov 2026 the shares returned +13.7% against -8.8% for the median peer; over one year +63.5%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.