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Employees: 1,960
Size Yutong Heavy Industries (600817.SS) is a China Information Technology company (Electronic Components) with a market value of $685M, the 3109th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥8.83 on 6 Nov 2026.
Performance Over six months the shares fell 25.5%, against -23.0% for the median peer and -16.4% for the China market (cap-weighted) — 9th lowest of 21 in its peer set.
Growth Revenue fell 13.0% over the last twelve months (peer median +20.1%); the operating margin is 9.2% (peer median 5.4%).
Valuation It trades at 16.1× forward earnings against a peer median of 17.7× (7th cheapest of 14).
Price implies For today's price to make sense, revenue must grow about -5% a year for seven years (Req g). Recent delivered growth is 0%, so the hurdle is -5 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 17.8 points above its cost of capital (7.8% WACC).
Next results Next results expected around 6 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥3.18B | CN¥3.48B | CN¥3.79B | CN¥2.90B | CN¥3.56B |
| Revenue growth | — | -8% | +31% | -18% | — |
| Gross profit | CN¥908M | CN¥836M | CN¥798M | CN¥714M | CN¥1.01B |
| EBITDA | n/a | CN¥293M | CN¥308M | CN¥227M | CN¥432M |
| Net income | CN¥266M | CN¥309M | CN¥227M | CN¥218M | CN¥386M |
| Free cash flow | CN¥460M | CN¥30.8M | CN¥565M | CN¥41.5M | -CN¥121M |
| Capital expenditure | CN¥13.2M | CN¥30.6M | CN¥20.4M | CN¥21.3M | CN¥52.7M |
| Total debt | CN¥1.23M | CN¥34.9M | CN¥319M | CN¥268M | CN¥348M |
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 | 600817.SS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -10.4% | -15.3% | 6th highest of 21 |
| 6-month return | -25.5% | -23.0% | 9th lowest of 21 |
| Distance from 52-week high | -31.8% | -49.9% | highest of 21 |
| Revenue growth (TTM) | -13.0% | +20.1% | lowest of 21 |
| Operating margin | 9.2% | 5.4% | 8th highest of 21 |
| Forward P/E | 16.1× | 17.7× | 7th cheapest of 14 |
| Growth the price implies (Req g, 7 yrs) | -4.9% | 16.8% | 2nd least demanding of 11 |
| Growth delivered (Del g) | +0.1% | +11.3% | lowest of 11 |
| Hurdle (Req g minus delivered) | -5.0 pp | +4.0 pp | 4th least demanding of 11 |
| ROIC minus cost of capital | +17.8 pp | +0.3 pp | 2nd highest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Yutong Heavy Industries 600817.SS | China | $685M | -25% | -13% | 9% | 16.1× | -4.9% | +0.1% |
| ACES Electronics 3605.TW | Taiwan | $689M | +43% | +9% | 6% | 17.7× | n/a | n/a |
| Hosiden 6804.T | Japan | $675M | -24% | +41% | 5% | 8.0× | -18.5% | +13.9% |
| Q Technology (Group) 1478.HK | Hong Kong | $674M | -50% | +31% | 3% | 6.9× | n/a | n/a |
| Unitech Printed Circuit Board 2367.TW | Taiwan | $701M | -46% | -13% | -5% | 45.8× | n/a | n/a |
| Dalian Dalicap Technology 301566.SZ | China | $670M | -20% | +41% | 45% | n/a | 18.4% | +10.8% |
| Yamaichi Electronics 6941.T | Japan | $670M | -45% | +29% | 24% | 9.5× | 4.7% | +13.7% |
| Zhejiang Yonggui Electric Equipment 300351.SZ | China | $703M | -47% | +15% | -1% | 30.9× | n/a | n/a |
| Isvision (Hangzhou) Technology 688816.SS | China | $713M | -23% | +14% | 11% | n/a | 27.0% | +26.3% |
| Anhui Tongfeng Electronics 600237.SS | China | $714M | -15% | -6% | 10% | 32.8× | 19.8% | +10.7% |
| Newonder Special Electric 301120.SZ | China | $654M | -39% | +22% | 1% | 91.7× | 56.0% | +4.2% |
| Keystone Microtech 6683.TWO | Taiwan | $652M | -70% | +25% | 27% | 26.7× | 26.2% | +11.7% |
| Union Optech 300691.SZ | China | $650M | -16% | +13% | 0% | n/a | n/a | n/a |
| Costar 002189.SZ | China | $642M | -22% | +18% | -14% | n/a | n/a | n/a |
| Qingdao Eastsoft Communication Technology 300183.SZ | China | $745M | -23% | +4% | -6% | n/a | n/a | n/a |
| ASRock 3515.TW | Taiwan | $747M | -16% | +29% | 7% | 8.9× | n/a | n/a |
| Tianjin Printronics Circuit 002134.SZ | China | $628M | -34% | +31% | 6% | n/a | n/a | n/a |
| Lelon Electronics 2472.TW | Taiwan | $750M | -20% | +10% | 20% | 10.9× | 8.2% | +7.6% |
| Ji'an Mankun Technology 301132.SZ | China | $751M | +38% | +32% | 9% | n/a | n/a | n/a |
| Cicor Technologies CICN.SW | Switzerland | $758M | -6% | +26% | 4% | 18.2× | 5.8% | +23.5% |
| Nichicon 6996.T | Japan | $758M | -27% | 0% | 5% | 13.0× | 15.3% | +7.9% |