Loading…
Chinese state defense electronics company making naval information, communication and command-control systems for the military.
Chinese state defense electronics company making naval information, communication and command-control systems for the military.
In one line: A Chinese state naval-electronics maker, akin to a Chinese Leonardo DRS.
Moat: narrow (regulatory licence, IP / patents). State-controlled defense-electronics licensing restricts competition to a small set of approved naval-systems suppliers.
Headquarters: Wuhan, China · Employees: 3,407
Size China Marine Information Electronics (600764.SS) is a China Industrials company (Aerospace & Defense) with a market value of $1.82B, the 1379th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥17.06 on 6 Nov 2026.
Performance Over six months the shares fell 27.8%, against -2.3% for the median peer and -16.4% for the China market (cap-weighted) — 5th lowest of 19 in its peer set.
Growth Revenue grew 9.3% over the last twelve months (peer median +13.9%); the operating margin is -2.1% (peer median 6.9%).
Valuation It trades at 85.3× forward earnings against a peer median of 25.2× (4th most expensive of 17).
Capital Return on invested capital runs 8.0 points below its cost of capital (8.5% WACC).
Next results Next results expected around 29 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥3.53B | CN¥3.52B | CN¥3.16B | CN¥3.57B | CN¥4.28B |
| Revenue growth | — | +11% | -12% | -16% | — |
| Gross profit | CN¥699M | CN¥758M | CN¥826M | CN¥1.04B | CN¥1.28B |
| EBITDA | n/a | CN¥227M | CN¥291M | CN¥411M | CN¥710M |
| Net income | -CN¥33.2M | CN¥121M | CN¥228M | CN¥309M | CN¥585M |
| Free cash flow | CN¥94.1M | CN¥128M | -CN¥168M | -CN¥63.8M | CN¥643M |
| Capital expenditure | CN¥167M | CN¥189M | CN¥246M | CN¥262M | CN¥333M |
| Total debt | CN¥957M | CN¥1.09B | CN¥1.01B | CN¥1.19B | CN¥1.09B |
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.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| China Marine Information Electronics 600764.SS | $1.82B | -28% | +9% | -2% | 85.3× | n/a |
| Leonardo DRS DRS | $9.08B | -18% | +9% | 11% | 23.1× | 4.6% |
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 | 600764.SS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -6.8% | -5.5% | 9th lowest of 20 |
| 6-month return | -27.8% | -2.3% | 5th lowest of 19 |
| Distance from 52-week high | -50.1% | -36.6% | 6th lowest of 21 |
| Revenue growth (TTM) | +9.3% | +13.9% | 10th lowest of 20 |
| Operating margin | -2.1% | 6.9% | 6th lowest of 21 |
| Forward P/E | 85.3× | 25.2× | 4th most expensive of 17 |
| ROIC minus cost of capital | -8.0 pp | -3.1 pp | 7th lowest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| China Marine Information Electronics 600764.SS | China | $1.82B | -28% | +9% | -2% | 85.3× | n/a | n/a |
| Redwire RDW | United States | $1.80B | -35% | +63% | -41% | n/a | n/a | n/a |
| Cirrus Aircraft 2507.HK | Hong Kong | $1.85B | +5% | +14% | 13% | 10.6× | -1.4% | +18.3% |
| MTAR Technologies MTARTECH.NS | India | $1.77B | -18% | +108% | 20% | 64.7× | 48.5% | +29.2% |
| Chemring CHG.L | United Kingdom | $1.92B | +13% | -4% | 13% | 27.0× | n/a | n/a |
| Ligeance Aerospace Technology 000697.SZ | China | $1.94B | -9% | +24% | -10% | n/a | n/a | n/a |
| Montana Aerospace AERO.SW | Switzerland | $1.69B | -2% | -36% | 7% | 20.5× | 6.1% | +6.3% |
| Sensofusion SENSO.HE | Finland | $1.97B | n/a | n/a | 64% | n/a | n/a | n/a |
| Applied Aerospace & Defense AADX | United States | $1.67B | n/a | +35% | -10% | 23.4× | n/a | n/a |
| Ducommun DCO | United States | $2.04B | -1% | +9% | 10% | 27.6× | n/a | n/a |
| Avio AVIO.MI | Italy | $1.60B | -2% | +14% | 1% | 89.7× | 26.1% | +10.6% |
| Bodycote BOY.L | United Kingdom | $2.09B | +35% | +2% | 15% | 18.1× | 22.6% | +4.0% |
| Aequs AEQUS.NS | India | $1.56B | +8% | +33% | -7% | n/a | n/a | n/a |
| AECC Aero Science And Technology 600391.SS | China | $2.13B | +16% | -15% | 4% | 253.6× | 29.7% | +9.7% |
| Hunan Aerospace Huanyu Communication Technology 688523.SS | China | $2.19B | -45% | -30% | -8% | 100.3× | n/a | n/a |
| Xi'an Triangle Defense 300775.SZ | China | $1.50B | -39% | -29% | 2% | 17.6× | 31.7% | +21.0% |
| Beijing Beimo High-tech Frictional Material 002985.SZ | China | $1.46B | -17% | +36% | 28% | 38.2× | n/a | n/a |
| Aerospace Industrial Development 2634.TW | Taiwan | $1.46B | +3% | +3% | 6% | 19.5× | 4.1% | +11.0% |
| Beijing Highlander Digital Technology 300065.SZ | China | $1.44B | -48% | -32% | -1% | 78.8× | n/a | n/a |
| Astronics ATRO | United States | $2.36B | -13% | +14% | 14% | 18.6× | 17.3% | +11.4% |
| Cadre CDRE | United States | $1.40B | +9% | +20% | 11% | 22.5× | 16.9% | +8.6% |