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Leading Chinese maker of lithium-battery separators, a critical film component in EV and consumer batteries.
Leading Chinese maker of lithium-battery separators, a critical film component in EV and consumer batteries.
Sells to battery cell makers under supply agreements settled each year or longer, so volume depends on their production plans and each year's price talks. Separators, the thin porous film between a battery's electrodes, are a capital-intensive business where new production lines are the main investment.
Moat: narrow (scale, process know-how, IP / patents). Top-tier global separator manufacturing scale and coating technology, in a capital-intensive materials niche.
Headquarters: Shenzhen, China · Founded: 2003 · Employees: 5,113
Size Shenzhen Senior Technology Material (6067.HK) is a Hong Kong Industrials company (Electrical Products) with a market value of $1.02B, the 591st largest of 891 Hong Kong companies the cockpit tracks. Shares closed at HK$5.41 on 6 Nov 2026.
Growth Revenue grew 53.2% over the last twelve months (peer median +13.6%); the operating margin is 10.3% (peer median 4.6%).
Valuation It trades at 10.2× forward earnings against a peer median of 24.2× (cheapest of 15).
Capital Return on invested capital runs 0.2 points below its cost of capital (5.0% WACC).
Next results Next results expected around 28 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | HK$6.45B | HK$4.46B | HK$3.83B | HK$3.32B | HK$3.34B |
| Revenue growth | — | +17% | +15% | -1% | — |
| Gross profit | HK$2.54B | HK$918M | HK$1.04B | HK$1.43B | HK$1.49B |
| EBITDA | n/a | HK$1.14B | HK$1.05B | HK$1.26B | HK$1.38B |
| Net income | HK$323M | HK$39.4M | HK$394M | HK$637M | HK$836M |
| Free cash flow | -HK$1.12B | -HK$3.15B | -HK$4.51B | -HK$3.35B | -HK$1.22B |
| Capital expenditure | HK$2.30B | HK$4.10B | HK$4.94B | HK$4.65B | HK$2.73B |
| Total debt | HK$18.0B | HK$14.3B | HK$11.2B | HK$6.88B | HK$4.27B |
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 |
|---|---|---|---|---|---|---|
| Shenzhen Senior Technology Material 6067.HK | $1.02B | n/a | +53% | 10% | 10.2× | n/a |
| Yunnan Energy New Material (Group) 002812.SZ | $7.55B | -38% | +50% | 17% | 19.8× | 7.8% |
| SK ie technology 361610.KS | $758M | -52% | -43% | -157% | n/a | n/a |
| Asahi Kasei 3407.T | $12.6B | -3% | +4% | 8% | 11.3× | 1.9% |
| Toray Industries 3402.T | $11.1B | +6% | +6% | 6% | 16.6× | 5.5% |
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 | 6067.HK | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -20.0% | -7.7% | 4th lowest of 21 |
| Distance from 52-week high | -59.7% | -46.7% | 4th lowest of 21 |
| Revenue growth (TTM) | +53.2% | +13.6% | highest of 21 |
| Operating margin | 10.3% | 4.6% | 6th highest of 21 |
| Forward P/E | 10.2× | 24.2× | cheapest of 15 |
| ROIC minus cost of capital | -0.2 pp | -2.4 pp | 8th highest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Shenzhen Senior Technology Material 6067.HK | Hong Kong | $1.02B | n/a | +53% | 10% | 10.2× | n/a | n/a |
| Topsec Technologies 002212.SZ | China | $1.01B | -18% | -9% | -14% | 99.8× | n/a | n/a |
| Guangzhou Zhiguang Electric 002169.SZ | China | $1.02B | -34% | +28% | 1% | n/a | n/a | n/a |
| Sanyo Denki 6516.T | Japan | $1.01B | -39% | +20% | 12% | 11.4× | 9.0% | +6.7% |
| Leedarson IoT Technology 605365.SS | China | $1.01B | -55% | -2% | 4% | 15.4× | n/a | n/a |
| Zhejiang Yankon 600261.SS | China | $1.03B | +52% | -2% | 4% | n/a | 10.2% | -11.1% |
| discoverIE DSCV.L | United Kingdom | $997M | +17% | +5% | 10% | 17.1× | 21.4% | +7.9% |
| Guangdong Shunna Electric 000533.SZ | China | $996M | -24% | +25% | 6% | n/a | 16.8% | +8.7% |
| Elecon Engineering ELECON.NS | India | $995M | -26% | +5% | 17% | 24.6× | 31.3% | +17.8% |
| Hunan Valin Wire & Cable 001208.SZ | China | $1.04B | -36% | +20% | 2% | 25.5× | 32.0% | +21.6% |
| Voltamp Transformers VOLTAMP.NS | India | $1.04B | +1% | +18% | 15% | 28.6× | 35.4% | +25.5% |
| Ficont Industry(Beijing) 605305.SS | China | $989M | -35% | +15% | 26% | 10.6× | -1.1% | +22.5% |
| Mersen MRN.PA | France | $976M | -1% | -3% | 9% | 13.1× | 11.0% | +7.0% |
| Transformers and Rectifiers (India) TARIL.NS | India | $974M | -7% | +27% | 15% | 26.3× | n/a | n/a |
| Fluence Energy FLNC | United States | $973M | -78% | +7% | -4% | n/a | n/a | n/a |
| Ongoal Technology 301662.SZ | China | $1.06B | -51% | -3% | 3% | 43.9× | 51.7% | n/a |
| Shenzhen Uniconn Technology 301631.SZ | China | $969M | -34% | +32% | 5% | 17.1× | 18.2% | +49.0% |
| Guangdong Xinyaguang Cable 001382.SZ | China | $968M | -21% | +12% | 4% | n/a | n/a | n/a |
| Shenzhen Highpower Technology 001283.SZ | China | $1.07B | 0% | +18% | 5% | 23.8× | n/a | n/a |
| CSG Smart Science&Technology 300222.SZ | China | $966M | -27% | +26% | 2% | 30.5× | n/a | n/a |
| Jiangsu Zhongchao 002471.SZ | China | $963M | -45% | -5% | 1% | n/a | n/a | n/a |