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← CockpitCompetitor Analysis › 603341.SS Shanghai Longcheer Technology Co., Ltd. Class AOpen in the cockpit ↗

Shanghai Longcheer Technology Co., Ltd. Class A603341.SSCompetitor analysis, valuation and peers

China · CNY·Information Technology›Telecommunications Equipment

Shanghai-based ODM that designs and manufactures smartphones and smart devices for brand customers.

≈ A Chinese smartphone ODM, akin to a small CompalMomentum leader 90
Mkt cap
$2.12B
US dollars, full cap
Free float
54%
of shares outstanding
$/day
$102M
20-day average traded
Fwd P/E
29.8×
forward earnings
ROIC−WACC
-3.4 pp
WACC 5.0%
Hurdle
n/a
no reverse DCF
Next earnings
179 days
4 May 2027
Close · CNYCN¥37.56
1D-4.2%
1W+4.6%
1M+10.6%
3M+5.2%
6M+2.0%
YTD-11.1%
1Y-16.6%
ATR %6.1%
52w lowhigh29.9% off high

What Shanghai Longcheer Technology does

Shanghai-based ODM that designs and manufactures smartphones and smart devices for brand customers.

Paid per device for designing and assembling phones to brands' specifications, so the business is volume-driven and a few brand customers take much of the output. It also makes tablets, wearables and other smart devices.

In one line: A Chinese smartphone ODM, akin to a small Compal.

Products and services

  • Smartphone ODM
  • IoT/smart device ODM

Customers

  • Smartphone brands (outsourcing ODM design/producti

Where it sits in the supply chain

  • Information Technology
  • Electronics manufacturing (ODM)
  • Smartphones/smart devices

What could go right

  • Smartphone brand ODM outsourcing trend

What could go wrong

  • Thin ODM margins
  • Customer concentration

Moat: none (scale). Thin-margin contract design/manufacturing, similar to peers Wingtech and Huaqin.

Headquarters: Shanghai, China · Employees: 18,655

Named competitors

Shanghai Longcheer Technology at a glance

Size Shanghai Longcheer Technology (603341.SS) is a China Information Technology company (Telecommunications Equipment) with a market value of $2.12B, the 1194th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥37.56 on 6 Nov 2026.

Performance Over six months the shares gained 2.0%, against -28.2% for the median peer and -16.4% for the China market (cap-weighted) — 4th highest of 19 in its peer set.

Growth Revenue grew 1.4% over the last twelve months (peer median +10.9%); the operating margin is -0.2% (peer median 4.0%).

Valuation It trades at 29.8× forward earnings against a peer median of 20.6× (4th most expensive of 12).

Capital Return on invested capital runs 3.4 points below its cost of capital (5.0% WACC).

Next results Next results expected around 4 May 2027 (exchange calendar; dates can move).

Relative performance

8010012011 May 202611 Aug 20266 Nov 2026603341.SS 102Peer median 73
Six months, rebased to 100: Shanghai Longcheer Technology against the median of its 20 peers (local-currency closes).

Shanghai Longcheer Technology financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥43.4BCN¥42.1BCN¥46.3BCN¥27.1BCN¥29.3B
Revenue growth—-9%+71%-7%—
Gross profitCN¥4.22BCN¥3.47BCN¥2.59BCN¥2.50BCN¥2.34B
EBITDAn/aCN¥589MCN¥433MCN¥748MCN¥733M
Net incomeCN¥502MCN¥585MCN¥501MCN¥605MCN¥560M
Free cash flow-CN¥458MCN¥379MCN¥370MCN¥792MCN¥405M
Capital expenditureCN¥1.35BCN¥982MCN¥707MCN¥679MCN¥1.11B
Total debtCN¥15.5BCN¥12.4BCN¥11.8BCN¥5.73BCN¥5.63B

Quarterly statements and history in the cockpit →

Shanghai Longcheer Technology 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

-50%-25%0%+25%-20%0%+20%002792001308002583600745300762002881CALX0638DGII6285000810600345300627603516GN000839603341.SS6-month return →1-month return →
Up and to the right = strong over both horizons. Shanghai Longcheer Technology is the large dot.

Fundamentals: revenue growth against valuation

-10%0%+10%+20%+30%0×100×200×300×002792001308002583002881CALX0638DGII6285000810300627603516603341.SSRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Shanghai Longcheer Technology is the large dot.

Shanghai Longcheer Technology competitors and peer comparison

Head to head with its named competitors (603341.SS vs 600745.SS vs 688036.SS vs 0285.HK)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
Shanghai Longcheer Technology 603341.SS$2.12B+2%+1%0%29.8×n/a
Wingtech Technology 600745.SS$2.26B-59%-93%-30%n/an/a
Shenzhen Transsion 688036.SS$11.6B+13%-1%5%21.8×n/a
BYD Electronic 0285.HK$6.15B-24%+4%1%19.5×-0.8%

How Shanghai Longcheer Technology 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 Longcheer Technology against its 20 peers (data as of 6 Nov 2026)
Measure603341.SSPeer medianRank in peer set
1-month return+10.6%-9.4%5th highest of 21
6-month return+2.0%-28.2%4th highest of 19
Distance from 52-week high-29.9%-51.2%6th highest of 21
Revenue growth (TTM)+1.4%+10.9%7th lowest of 21
Operating margin-0.2%4.0%7th lowest of 21
Forward P/E29.8×20.6×4th most expensive of 12
ROIC minus cost of capital-3.4 pp-3.0 pp11th highest of 21

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Shanghai Longcheer Technology 603341.SSChina$2.12B+2%+1%0%29.8×n/an/a
Tongyu Communication 002792.SZChina$2.12B-38%+2%-4%299.2×n/an/a
Shenzhen KTC Technology 001308.SZChina$2.09B+3%0%3%20.3×n/an/a
Hytera Communications 002583.SZChina$2.17B-20%+4%7%19.4×n/an/a
Wingtech Technology 600745.SSChina$2.26B-59%-93%-30%n/an/an/a
Jushri Technologies 300762.SZChina$2.31B-45%-17%-91%n/an/an/a
MeiG Smart Technology 002881.SZChina$1.92B+8%+24%7%49.5×n/an/a
Calix CALXUnited States$1.89B-29%+23%5%13.9×23.1%+13.1%
Fibocom Wireless 0638.HKHong Kong$1.89B-48%+9%2%16.3×n/an/a
Wuhan Changjin Photonics Technology 688635.SSChina$2.39Bn/a+28%39%n/an/an/a
Digi International DGIIUnited States$2.40B-4%+20%15%20.6×20.5%+9.0%
WNC 6285.TWTaiwan$2.41B-29%+30%5%10.8×-0.5%+12.0%
Skyworth Digital 000810.SZChina$1.85B-15%+28%1%23.0×n/an/a
Wuhan Yangtze Communication Industry 600345.SSChina$1.85B-23%+13%-8%n/an/an/a
Shanghai HuaCe Navigation Technology 300627.SZChina$2.44B-35%0%13%21.0×18.6%+21.3%
Beijing Tricolor Technology 603516.SSChina$1.72B-60%-11%-20%57.4×n/an/a
Eastern Communications 600776.SSChina$1.72B-33%+7%-5%n/an/an/a
GN Store Nord A/S GN.CODenmark$2.70B+30%-26%3%n/a18.5%+4.7%
FS.COM 3355.HKHong Kong$1.63B-27%+14%23%n/a-11.0%+19.4%
Shenzhen SDMC Technology 0901.HKHong Kong$1.61Bn/a+33%10%n/an/an/a
CITIC Guoan Information Industry 000839.SZChina$1.45B-17%+14%7%n/a11.3%+7.0%

Questions

Who are Shanghai Longcheer Technology's main competitors?
Named competitors: Wingtech Technology (600745.SS), Huaqin Technology (688036.SS), BYD Electronic (0285.HK). The cockpit's measured peer set (industry) also includes Tongyu Communication (002792.SZ), Shenzhen KTC Technology (001308.SZ), Hytera Communications (002583.SZ), Wingtech Technology (600745.SS), Jushri Technologies (300762.SZ), MeiG Smart Technology (002881.SZ).
Is Shanghai Longcheer Technology expensive compared with its peers?
On forward p/e it trades at 29.8× against a peer median of 20.6×, 4th most expensive of 12 in its peer set.
How has Shanghai Longcheer Technology stock performed?
Over six months to 6 Nov 2026 the shares returned +2.0% against -28.2% for the median peer; over one year -16.6%.

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.