Loading…
← CockpitCompetitor Analysis › 688143.SS Yangtze Optical Electronic Co., Ltd. Class AOpen in the cockpit ↗

Yangtze Optical Electronic Co., Ltd. Class A688143.SSCompetitor analysis, valuation and peers

China · CNY·Industrials›Electrical Products

Chinese maker of optical fiber preforms and advanced optical materials, affiliated with the YOFC fiber-optic group.

Momentum leader 97
Mkt cap
$1.59B
US dollars, full cap
Free float
100%
of shares outstanding
$/day
$252M
20-day average traded
Fwd P/E
296.7×
forward earnings
ROIC−WACC
-11.6 pp
WACC 13.5%
Hurdle
n/a
no reverse DCF
Next earnings
161 days
16 Apr 2027
Close · CNYCN¥106.81
1D-9.2%
1W-9.7%
1M-33.4%
3M+29.9%
6M+55.6%
YTD+112.7%
1Y+164.6%
ATR %15.6%
52w lowhigh58.1% off high

What Yangtze Optical Electronic does

Chinese maker of optical fiber preforms and advanced optical materials, affiliated with the YOFC fiber-optic group.

Products and services

  • Optical fiber preforms
  • Specialty optical fiber

Customers

  • Optical fiber/cable manufacturers

Where it sits in the supply chain

  • Telecom materials
  • Optical fiber preform manufacturing
  • Fiber-optic cable production

What could go right

  • 5G and data-center fiber demand

What could go wrong

  • Fiber/preform price competition
  • Telecom capex cycles

Moat: narrow (process know-how, scale). Preform manufacturing is capital- and know-how-intensive, a smaller group of qualified domestic producers.

Headquarters: Wuhan, Hubei, China · Employees: 1,086

Named competitors

Yangtze Optical Electronic at a glance

Size Yangtze Optical Electronic (688143.SS) is a China Industrials company (Electrical Products) with a market value of $1.59B, the 1552nd largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥106.81 on 6 Nov 2026.

Performance Over six months the shares gained 55.6%, against -39.2% for the median peer and -16.4% for the China market (cap-weighted) — highest of 18 in its peer set.

Growth Revenue grew 24.6% over the last twelve months (peer median +25.6%); the operating margin is 2.1% (peer median 8.8%).

Valuation It trades at 296.7× forward earnings against a peer median of 20.9× (most expensive of 13).

Capital Return on invested capital runs 11.6 points below its cost of capital (13.5% WACC).

Next results Next results expected around 16 Apr 2027 (exchange calendar; dates can move).

Relative performance

10020030011 May 202611 Aug 20266 Nov 2026688143.SS 164Peer median 60
Six months, rebased to 100: Yangtze Optical Electronic against the median of its 20 peers (local-currency closes).

Yangtze Optical Electronic financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥519MCN¥397MCN¥331MCN¥220MCN¥313M
Revenue growth—+20%+50%-30%—
Gross profitCN¥224MCN¥172MCN¥135MCN¥104MCN¥162M
EBITDAn/aCN¥39.7MCN¥27.7MCN¥8.52MCN¥92.0M
Net incomeCN¥15.5MCN¥23.9MCN¥17.9MCN¥15.6MCN¥80.7M
Free cash flow-CN¥118M-CN¥195M-CN¥188M-CN¥64.2M-CN¥3.15M
Capital expenditureCN¥183MCN¥216MCN¥155MCN¥84.8MCN¥36.1M
Total debtCN¥342MCN¥313MCN¥105MCN¥36.9MCN¥41.0M

Quarterly statements and history in the cockpit →

Yangtze Optical Electronic 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%0%+50%-50%-25%0%HPS-A65073013892865000070000901301292112610301510103590603063603515002617INOXWIND688143.SS6-month return →1-month return →
Up and to the right = strong over both horizons. Yangtze Optical Electronic is the large dot.

Fundamentals: revenue growth against valuation

0%+50%+100%0×100×200×300×HPS-AEROC6507301389112610103590603063603515301362300913INOXWIND688143.SSRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Yangtze Optical Electronic is the large dot.

Yangtze Optical Electronic competitors and peer comparison

Head to head with its named competitors (688143.SS vs 6869.HK vs 600487.SS)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
Yangtze Optical Electronic 688143.SS$1.59B+56%+25%2%296.7×n/a
Yangtze Optical Fibre and Cable Joint Stock 6869.HK$17.6B-63%+77%34%7.4×-8.4%
Hengtong Optic-Electric 600487.SS$14.9B-38%+21%9%11.8×n/a

How Yangtze Optical Electronic 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.

Yangtze Optical Electronic against its 20 peers (data as of 6 Nov 2026)
Measure688143.SSPeer medianRank in peer set
1-month return-33.4%-16.2%6th lowest of 21
6-month return+55.6%-39.2%highest of 18
Distance from 52-week high-58.1%-60.3%10th highest of 21
Revenue growth (TTM)+24.6%+25.6%11th highest of 21
Operating margin2.1%8.8%6th lowest of 21
Forward P/E296.7×20.9×most expensive of 13
ROIC minus cost of capital-11.6 pp-3.9 pp4th 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
Yangtze Optical Electronic 688143.SSChina$1.59B+56%+25%2%296.7×n/an/a
Hammond Power Solutions HPS-A.TOCanada$1.60B-41%+51%11%13.7×9.4%+22.8%
ERock EROCUnited States$1.56Bn/a+43%-19%35.8×12.5%+42.5%
Hangzhou Gold Electronic Equipment 301669.SZChina$1.56Bn/a+37%9%n/an/an/a
Sinfonia Technology 6507.TJapan$1.56B-39%+9%15%14.2×15.4%+8.0%
Long Young Electronic (Kunshan) 301389.SZChina$1.55B-41%+103%17%55.4×46.5%+3.3%
Hainan Drinda New Energy Technology 2865.HKHong Kong$1.62B-65%+1%-13%n/a29.6%+53.8%
Shenzhen SDG Information 000070.SZChina$1.55B-33%+27%-1%n/a28.4%-1.3%
Aerospace Hi-Tech 000901.SZChina$1.63B-43%-21%1%n/an/an/a
Shandong Hi-tech Spring Material Technology 301292.SZChina$1.54B-46%+46%11%31.8×n/an/a
Beijing Victory Electric 001393.SZChina$1.53Bn/a+31%11%n/an/an/a
Cswind 112610.KSSouth Korea$1.52B-31%-8%7%11.6×-0.5%+23.8%
Googol Technology 301510.SZChina$1.65B-30%+66%21%n/a50.5%+14.1%
Iljin Electric 103590.KSSouth Korea$1.52B-65%+24%9%11.2×n/an/a
Shenzhen Hopewind Electric 603063.SSChina$1.52B-50%-5%9%24.6×14.6%+12.3%
Opple Lighting 603515.SSChina$1.67B-26%+1%9%17.2×n/an/a
Up-Shine Lighting 301362.SZChina$1.50B-39%+15%7%29.5×n/an/a
Roshow Technology 002617.SZChina$1.68B-24%+4%8%n/a17.9%+5.2%
Shanghai Electric Wind Power 688660.SSChina$1.50B-39%+69%-6%n/an/an/a
Zhejiang Zhaolong Interconnect Technology Co. Limited 300913.SZChina$1.49B-45%+29%12%44.1×n/an/a
Inox Wind INOXWIND.NSIndia$1.49B-39%+17%15%15.4×n/an/a

Questions

Who are Yangtze Optical Electronic's main competitors?
Named competitors: Yangtze Optical Fibre and Cable (YOFC) (6869.HK), Hengtong Optic-Electric (600487.SS). The cockpit's measured peer set (industry) also includes Hammond Power Solutions (HPS-A.TO), ERock (EROC), Hangzhou Gold Electronic Equipment (301669.SZ), Sinfonia Technology (6507.T), Long Young Electronic (Kunshan) (301389.SZ), Hainan Drinda New Energy Technology (2865.HK).
Is Yangtze Optical Electronic expensive compared with its peers?
On forward p/e it trades at 296.7× against a peer median of 20.9×, most expensive of 13 in its peer set.
How has Yangtze Optical Electronic stock performed?
Over six months to 6 Nov 2026 the shares returned +55.6% against -39.2% for the median peer; over one year +164.6%.

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.