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← CockpitCompetitor Analysis › 605358.SS Hangzhou Lion Electronics Co., Ltd. Class AOpen in the cockpit ↗

Hangzhou Lion Electronics Co., Ltd. Class A605358.SSCompetitor analysis, valuation and peers

China · CNY·Information Technology›Semiconductors

Hangzhou maker of semiconductor silicon wafers, power-device chips and compound-semiconductor RF and optoelectronic chips.

Momentum laggard 14
Mkt cap
$3.55B
US dollars, full cap
Free float
67%
of shares outstanding
$/day
$155M
20-day average traded
Fwd P/E
81.0×
forward earnings
ROIC−WACC
-7.6 pp
WACC 11.6%
Hurdle
n/a
no reverse DCF
Next earnings
174 days
29 Apr 2027
Close · CNYCN¥30.76
1D-2.8%
1W+6.1%
1M-27.9%
3M-14.2%
6M-25.1%
YTD-11.7%
1Y-0.7%
ATR %7.4%
52w lowhigh63.1% off high

What Hangzhou Lion Electronics does

Hangzhou maker of semiconductor silicon wafers, power-device chips and compound-semiconductor RF and optoelectronic chips.

Sells polished and epitaxial silicon wafers, its largest line, plus power-device chips and compound-semiconductor RF chips made in its own fabs. Earnings swing with wafer prices and factory utilisation, so demand from power devices, servers and handsets carries it, and new 12-inch capacity is the growth lever.

Products and services

  • Polished and epitaxial silicon wafers (6 to 12 inch)
  • Power device chips (MOSFET, SBD, FRD, TVS)
  • Compound-semiconductor RF and optoelectronic chips

Customers

  • Chipmakers and foundries buying wafers
  • Power-device and module makers
  • Handset, power-supply and industrial electronics m

Where it sits in the supply chain

  • Semiconductors
  • Wafers and chips
  • Silicon wafers to power and RF chips

What could go right

  • AI-server, storage and charging power demand
  • 12-inch wafer ramp in Quzhou

What could go wrong

  • Silicon-wafer pricing cycle
  • Heavy capex for new wafer lines

Moat: narrow (process know-how, customer qualification). Vertically integrated wafer-to-chip line with wafer grades qualified by device makers.

Headquarters: Hangzhou, China · Founded: 2002 · Employees: 3,827

Named competitors

Hangzhou Lion Electronics at a glance

Size Hangzhou Lion Electronics (605358.SS) is a China Information Technology company (Semiconductors) with a market value of $3.55B, the 728th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥30.76 on 6 Nov 2026.

Performance Over six months the shares fell 25.1%, against -27.3% for the median peer and -16.4% for the China market (cap-weighted) — 9th highest of 19 in its peer set.

Growth Revenue grew 23.6% over the last twelve months (peer median +21.3%); the operating margin is -0.9% (peer median 4.8%).

Valuation It trades at 81.0× forward earnings against a peer median of 57.3× (8th most expensive of 16).

Capital Return on invested capital runs 7.6 points below its cost of capital (11.6% WACC).

Next results Next results expected around 29 Apr 2027 (exchange calendar; dates can move).

Relative performance

10015011 May 202611 Aug 20266 Nov 2026Peer median 72605358.SS 71
Six months, rebased to 100: Hangzhou Lion Electronics against the median of its 20 peers (local-currency closes).

Hangzhou Lion Electronics financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥4.27BCN¥3.59BCN¥3.09BCN¥2.66BCN¥2.90B
Revenue growth—+16%+16%-8%—
Gross profitCN¥1.39BCN¥278MCN¥190MCN¥440MCN¥1.14B
EBITDAn/aCN¥938MCN¥569MCN¥633MCN¥1.14B
Net incomeCN¥140M-CN¥142M-CN¥266MCN¥65.8MCN¥688M
Free cash flow-CN¥42.4M-CN¥150M-CN¥1.59B-CN¥499M-CN¥2.55B
Capital expenditureCN¥920MCN¥1.01BCN¥2.40BCN¥1.53BCN¥3.74B
Total debtCN¥6.64BCN¥9.13BCN¥9.18BCN¥7.22BCN¥7.27B

Quarterly statements and history in the cockpit →

Hangzhou Lion Electronics 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

-60%-40%-20%0%-40%-20%0%+20%DIOD2676688052002459301205NOD688048SOI300623688409688047688599614765263004583007246323605358.SS6-month return →1-month return →
Up and to the right = strong over both horizons. Hangzhou Lion Electronics is the large dot.

Fundamentals: revenue growth against valuation

-50%0%+50%+100%0×200×400×600×DIOD2676688052301205NOD688048SOI3006236884096147300724688147605358.SSRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Hangzhou Lion Electronics is the large dot.

Hangzhou Lion Electronics competitors and peer comparison

Head to head with its named competitors (605358.SS vs 688126.SS vs 002129.SZ vs 6488.TWO)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
Hangzhou Lion Electronics 605358.SS$3.55B-25%+24%-1%81.0×n/a
National Silicon Industry 688126.SS$10.2B0%+33%-41%n/an/a
TCL Zhonghuan Renewable Energy Technology 002129.SZ$5.68B+9%+13%-27%n/an/a
GlobalWafers 6488.TWO$8.15B-23%-6%11%21.4×n/a
Sumco 3436.T$3.96B-28%+4%-4%n/an/a
Hangzhou Silan Microelectronics 600460.SS$5.93B-18%+12%2%41.1×n/a

How Hangzhou Lion Electronics 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.

Hangzhou Lion Electronics against its 20 peers (data as of 6 Nov 2026)
Measure605358.SSPeer medianRank in peer set
1-month return-27.9%-19.6%8th lowest of 21
6-month return-25.1%-27.3%9th highest of 19
Distance from 52-week high-63.1%-54.3%3rd lowest of 21
Revenue growth (TTM)+23.6%+21.3%11th highest of 21
Operating margin-0.9%4.8%7th lowest of 20
Forward P/E81.0×57.3×8th most expensive of 16
ROIC minus cost of capital-7.6 pp-7.2 pp10th lowest of 20

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
Hangzhou Lion Electronics 605358.SSChina$3.55B-25%+24%-1%81.0×n/an/a
Diodes DIODUnited States$3.56B-31%+18%5%14.6×34.0%+3.8%
Suzhou Novosense Microlectronics 2676.HKHong Kong$3.57B-28%+86%-2%121.4×n/an/a
Suzhou Novosense Microelectronics 688052.SSChina$3.60B-15%+77%-2%209.7×n/an/a
JA Solar Technology 002459.SZChina$3.50B-35%-23%n/an/a-20.3%+13.7%
Linktel Technologies 301205.SZChina$3.60B-39%+54%3%281.1×n/an/a
Nordic Semiconductor NOD.OLNorway$3.62B-12%+15%8%54.6×n/an/a
Suzhou Everbright Photonics 688048.SSChina$3.48B-63%+88%-1%626.2×n/an/a
Jiangsu X-chip Semiconductor Tech 301707.SZChina$3.40Bn/a+55%41%n/an/an/a
Soitec SOI.PAFrance$3.79B-38%-34%-6%141.8×25.0%+0.3%
Jiangsu JieJie Microelectronics 300623.SZChina$3.31B-9%+34%17%24.6×17.9%+28.2%
Shenyang Fortune Precision Equipment 688409.SSChina$3.28B-2%+34%4%122.8×n/an/a
Loongson Technology 688047.SSChina$3.86B-44%+24%-76%n/an/an/a
Trina Solar 688599.SSChina$3.90B-36%-3%-9%n/a-4.3%+17.9%
Chipbond Technology 6147.TWOTaiwan$3.20B-20%+18%17%17.2×n/an/a
Airoha Technology 6526.TWTaiwan$3.16B+5%+10%6%25.4×23.8%+16.5%
Allwinner Technology 300458.SZChina$4.02B-25%+26%15%57.3×n/an/a
Chengdu Ultra Pure Applied Materials 301717.SZChina$4.03Bn/a+93%42%n/an/an/a
Shenzhen S.C New Energy Technology 300724.SZChina$3.12B-36%-67%8%24.2×7.6%+30.8%
Rorze 6323.TJapan$3.11B-24%+10%27%12.6×14.3%+20.4%
Jiangsu Leadmicro Nano Technology 688147.SSChina$4.06B-26%-5%3%82.1×n/an/a

Questions

Who are Hangzhou Lion Electronics's main competitors?
Named competitors: National Silicon Industry Group (688126.SS), TCL Zhonghuan (002129.SZ), GlobalWafers (6488.TWO), SUMCO (3436.T), Silan Microelectronics (600460.SS). The cockpit's measured peer set (industry) also includes Diodes (DIOD), Suzhou Novosense Microlectronics (2676.HK), Suzhou Novosense Microelectronics (688052.SS), JA Solar Technology (002459.SZ), Linktel Technologies (301205.SZ), Nordic Semiconductor (NOD.OL).
Is Hangzhou Lion Electronics expensive compared with its peers?
On forward p/e it trades at 81.0× against a peer median of 57.3×, 8th most expensive of 16 in its peer set.
How has Hangzhou Lion Electronics stock performed?
Over six months to 6 Nov 2026 the shares returned -25.1% against -27.3% for the median peer; over one year -0.7%.

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.