Loading…
← CockpitCompetitor Analysis › 600770.SS Jiangsu Zongyi Co., Ltd. Class AOpen in the cockpit ↗

Jiangsu Zongyi Co., Ltd. Class A600770.SSCompetitor analysis, valuation and peers

China · CNY·Information Technology›Semiconductors

Jiangsu-based diversified holding company with industrial operations and investment stakes in technology/semiconductor ventures; core business mix is not fully confirmed.

Momentum weak 26
Mkt cap
$961M
US dollars, full cap
Free float
61%
of shares outstanding
$/day
$19.6M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
-9.4 pp
WACC 10.6%
Hurdle
+39 pp
Req g minus delivered
Close · CNYCN¥4.93
1D-1.4%
1W+7.6%
1M-18.2%
3M-2.6%
6M-35.3%
YTD-4.6%
1Y-10.7%
ATR %5.5%
52w lowhigh43.9% off high

What Jiangsu Zongyi does

Jiangsu-based diversified holding company with industrial operations and investment stakes in technology/semiconductor ventures; core business mix is not fully confirmed.

Where it sits in the supply chain

  • Industrials
  • Diversified holding company
  • Industrial + tech investments

Moat: none

Headquarters: Jiangsu, China · Employees: 879

Jiangsu Zongyi at a glance

Size Jiangsu Zongyi (600770.SS) is a China Information Technology company (Semiconductors) with a market value of $961M, the 2373rd largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥4.93 on 6 Nov 2026.

Performance Over six months the shares fell 35.3%, against -24.8% for the median peer and -16.4% for the China market (cap-weighted) — 5th lowest of 21 in its peer set.

Growth Revenue grew 64.1% over the last twelve months (peer median 0.0%); the operating margin is -3.8% (peer median 3.4%).

Valuation It trades at 9.7× enterprise value to sales against a peer median of 4.4× (3rd most expensive of 21).

Price implies For today's price to make sense, revenue must grow about 44% a year for seven years (Req g). Recent delivered growth is +5%, so the hurdle is +39 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 9.4 points below its cost of capital (10.6% WACC).

Relative performance

608010011 May 202611 Aug 20266 Nov 2026Peer median 75600770.SS 59
Six months, rebased to 100: Jiangsu Zongyi against the median of its 20 peers (local-currency closes).

Jiangsu Zongyi financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥686MCN¥471MCN¥341MCN¥317MCN¥371M
Revenue growth—+38%+8%-14%—
Gross profitCN¥236MCN¥62.0MCN¥79.1MCN¥85.7MCN¥131M
EBITDAn/aCN¥74.0MCN¥68.9MCN¥60.2MCN¥112M
Net incomeCN¥56.6MCN¥109MCN¥30.2M-CN¥174M-CN¥320M
Free cash flowCN¥121MCN¥67.9MCN¥33.7MCN¥90.7MCN¥117M
Capital expenditure-CN¥4.54MCN¥24.7MCN¥45.7MCN¥24.3MCN¥54.8M
Total debtCN¥517MCN¥479MCN¥364MCN¥343MCN¥325M

Quarterly statements and history in the cockpit →

Jiangsu Zongyi 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

-40%-20%0%-20%0%000541688230688381002104098460688135AMBQ6882612458496661166036858016300842300493002992688790601908688591688439600770.SS6-month return →1-month return →
Up and to the right = strong over both horizons. Jiangsu Zongyi is the large dot.

Fundamentals: revenue growth against valuation

-25%0%+25%+50%5×10×000541688230688381002104098460688135AMBQ6882612458496661166036858016300842002992601908688591688439600770.SSRevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Jiangsu Zongyi is the large dot.

Capital: growth delivered against growth the price implies

0%+20%+40%0%20%40%6882300984602458496661168016300493688790601908688439600770.SSGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Jiangsu Zongyi is the large dot.

Jiangsu Zongyi competitors and peer comparison

How Jiangsu Zongyi 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.

Jiangsu Zongyi against its 20 peers (data as of 6 Nov 2026)
Measure600770.SSPeer medianRank in peer set
1-month return-18.2%-14.9%9th lowest of 21
6-month return-35.3%-24.8%5th lowest of 21
Distance from 52-week high-43.9%-46.2%10th highest of 21
Revenue growth (TTM)+64.1%0.0%highest of 21
Operating margin-3.8%3.4%7th lowest of 21
EV / Sales9.7×4.4×3rd most expensive of 21
Growth the price implies (Req g, 7 yrs)43.6%16.7%most demanding of 11
Growth delivered (Del g)+4.7%+3.5%6th highest of 11
Hurdle (Req g minus delivered)+38.9 pp+8.5 ppmost demanding of 11
ROIC minus cost of capital-9.4 pp-3.2 pp7th lowest of 21

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
Jiangsu Zongyi 600770.SSChina$961M-35%+64%-4%9.7×43.6%+4.7%
Foshan Electrical and Lighting 000541.SZChina$967M-8%-3%-2%1.1×n/an/a
Shanghai Prisemi Electronics 688230.SSChina$970M-23%+31%19%8.7×31.1%+1.3%
Dioo Microcircuits Co., Ltd. Jiangsu 688381.SSChina$948M-15%-18%-46%11.1×n/an/a
Hengbao 002104.SZChina$977M-35%-17%-9%8.0×n/an/a
Koh Young Technology 098460.KSSouth Korea$987M-49%+57%15%4.0×20.5%+5.3%
Guangdong Leadyo IC Testing 688135.SSChina$990M-23%+28%6%9.9×n/an/a
Ambiq Micro AMBQUnited States$933M-13%+32%-43%5.8×n/an/a
Suzhou Oriental Semiconductor 688261.SSChina$994M-27%+18%0%3.5×n/an/a
ELAN Microelectronics 2458.TWTaiwan$996M-18%-8%21%2.9×-2.8%-4.0%
Parade Technologies 4966.TWOTaiwan$915M-31%-3%14%1.9×3.8%+1.6%
Hannstar Display 6116.TWTaiwan$1.01B+43%+4%-25%2.6×14.9%-10.2%
Zhejiang Chenfeng Science and Technology 603685.SSChina$896M-28%-14%4%6.9×n/an/a
Sitronix Technology 8016.TWTaiwan$894M+5%+18%13%1.0×-9.1%+6.6%
Wuxi DK Electronic Materials 300842.SZChina$1.03B-48%+36%4%0.6×n/an/a
Shanghai Fortune Techgroup 300493.SZChina$1.04B-15%+3%3%2.3×35.9%+15.8%
Shenzhen Baoming Technology 002992.SZChina$887M-38%-20%-1%5.8×n/an/a
Beijing OnMicro Electronics 688790.SSChina$1.04B-51%-10%-16%2.8×41.4%+26.8%
Beijing Jingyuntong Technology 601908.SSChina$1.05B-26%-32%-49%5.4×-5.1%-5.1%
Telink Semiconductor (Shanghai) 688591.SSChina$1.05B-15%+7%4%4.8×n/an/a
Guizhou Zhenhua Fengguang Semiconductor 688439.SSChina$1.05B-28%-39%4%8.4×18.6%+16.1%

Questions

Which companies are Jiangsu Zongyi's closest peers?
The cockpit's peer set: Foshan Electrical and Lighting (000541.SZ), Shanghai Prisemi Electronics (688230.SS), Dioo Microcircuits Co., Ltd. Jiangsu (688381.SS), Hengbao (002104.SZ), Koh Young Technology (098460.KS), Guangdong Leadyo IC Testing (688135.SS), Ambiq Micro (AMBQ), Suzhou Oriental Semiconductor (688261.SS).
Is Jiangsu Zongyi expensive compared with its peers?
On ev / sales it trades at 9.7× against a peer median of 4.4×, 3rd most expensive of 21 in its peer set. For today's price to make sense, revenue must grow about 44% a year for seven years (Req g). Recent delivered growth is +5%, so the hurdle is +39 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.
How has Jiangsu Zongyi stock performed?
Over six months to 6 Nov 2026 the shares returned -35.3% against -24.8% for the median peer; over one year -10.7%.

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.