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← CockpitCompetitor Analysis › 688147.SS Jiangsu Leadmicro Nano Technology Co., Ltd. Class AOpen in the cockpit ↗

Jiangsu Leadmicro Nano Technology Co., Ltd. Class A688147.SSCompetitor analysis, valuation and peers

China · CNY·Information Technology›Semiconductors

Makes thin-film deposition equipment (ALD, CVD) used to build semiconductor and solar/LED devices.

≈ A small Chinese ALD/CVD tool maker, in ASM International's nicheMomentum laggard 4
Mkt cap
$4.06B
US dollars, full cap
Free float
29%
of shares outstanding
$/day
$118M
20-day average traded
Fwd P/E
82.1×
forward earnings
ROIC−WACC
-12.5 pp
WACC 16.6%
Hurdle
n/a
no reverse DCF
Next earnings
179 days
4 May 2027
Close · CNYCN¥58.68
1D-4.7%
1W+11.9%
1M-34.2%
3M-26.2%
6M-26.1%
YTD-6.5%
1Y+18.1%
ATR %11.6%
52w lowhigh65.9% off high

What Jiangsu Leadmicro Nano Technology does

Makes thin-film deposition equipment (ALD, CVD) used to build semiconductor and solar/LED devices.

In one line: A small Chinese ALD/CVD tool maker, in ASM International's niche.

Products and services

  • iTomic ALD systems
  • iTronix CVD systems
  • Deposition tools for photovoltaics/LEDs/MEMS

Customers

  • IC fabs
  • Photovoltaic cell makers
  • LED/MEMS makers

Where it sits in the supply chain

  • Semiconductor equipment
  • Thin-film deposition tools
  • Atomic layer deposition (ALD) & CVD…

What could go right

  • China semiconductor equipment localization
  • Photovoltaic/LED capex cycles

What could go wrong

  • Cyclical fab/PV capex spending
  • Competition from larger domestic and global toolmakers

Moat: narrow (process know-how, IP / patents). Domestic ALD/CVD toolmaker qualified across IC, PV and LED customers, but trails global leaders on advanced nodes.

Headquarters: Wuxi, China · Founded: 2015 · Employees: 1,179

Named competitors

Jiangsu Leadmicro Nano Technology at a glance

Size Jiangsu Leadmicro Nano Technology (688147.SS) is a China Information Technology company (Semiconductors) with a market value of $4.06B, the 632nd largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥58.68 on 6 Nov 2026.

Performance Over six months the shares fell 26.1%, against -38.5% for the median peer and -16.4% for the China market (cap-weighted) — 7th highest of 19 in its peer set.

Growth Revenue fell 5.5% over the last twelve months (peer median +24.4%); the operating margin is 3.0% (peer median 5.6%).

Valuation It trades at 82.1× forward earnings against a peer median of 47.8× (3rd most expensive of 15).

Capital Return on invested capital runs 12.5 points below its cost of capital (16.6% WACC).

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

Relative performance

5010015020011 May 202611 Aug 20266 Nov 2026688147.SS 75Peer median 58
Six months, rebased to 100: Jiangsu Leadmicro Nano Technology against the median of its 20 peers (local-currency closes).

Jiangsu Leadmicro Nano Technology financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥2.72BCN¥2.63BCN¥2.69BCN¥1.67BCN¥681M
Revenue growth—-2%+61%+146%—
Gross profitCN¥930MCN¥826MCN¥1.05BCN¥692MCN¥273M
EBITDAn/aCN¥276MCN¥276MCN¥257MCN¥31.0M
Net incomeCN¥132MCN¥219MCN¥227MCN¥270MCN¥54.2M
Free cash flow-CN¥69.9MCN¥126M-CN¥1.25B-CN¥70.6MCN¥130M
Capital expenditureCN¥295MCN¥280MCN¥292MCN¥186MCN¥47.3M
Total debtCN¥3.61BCN¥3.53BCN¥2.29BCN¥1.64BCN¥559M

Quarterly statements and history in the cockpit →

Jiangsu Leadmicro Nano 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

-60%-40%-20%0%-50%-25%0%+25%3004583529688599600732300672AAOI688047PREMIERENE009830SOI603160688608MXL3007822337NOD1385301205688147.SS6-month return →1-month return →
Up and to the right = strong over both horizons. Jiangsu Leadmicro Nano Technology is the large dot.

Fundamentals: revenue growth against valuation

0%+50%+100%0×100×200×300×3004583529300672AAOIPREMIERENE009830SOI603160688608MXL23371385301205688147.SSRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Jiangsu Leadmicro Nano Technology is the large dot.

Jiangsu Leadmicro Nano Technology competitors and peer comparison

Head to head with its named competitors (688147.SS vs ASM.AS vs 002371.SZ vs 688072.SS)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
Jiangsu Leadmicro Nano Technology 688147.SS$4.06B-26%-5%3%82.1×n/a
ASM International ASM.AS$35.5B-28%+13%31%27.0×30.0%
NAURA Technology 002371.SZ$60.6B+4%+18%11%56.5×33.4%
Piotech 688072.SS$21.7B+23%+24%14%55.5×43.5%
Kokusai Electric 6525.T$7.62B-21%+15%19%20.0×30.9%

How Jiangsu Leadmicro Nano 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.

Jiangsu Leadmicro Nano Technology against its 20 peers (data as of 6 Nov 2026)
Measure688147.SSPeer medianRank in peer set
1-month return-34.2%-17.2%7th lowest of 21
6-month return-26.1%-38.5%7th highest of 19
Distance from 52-week high-65.9%-55.3%3rd lowest of 21
Revenue growth (TTM)-5.5%+24.4%5th lowest of 21
Operating margin3.0%5.6%10th lowest of 21
Forward P/E82.1×47.8×3rd most expensive of 15
ROIC minus cost of capital-12.5 pp-4.7 pp5th 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
Jiangsu Leadmicro Nano Technology 688147.SSChina$4.06B-26%-5%3%82.1×n/an/a
Chengdu Ultra Pure Applied Materials 301717.SZChina$4.03Bn/a+93%42%n/an/an/a
Allwinner Technology 300458.SZChina$4.02B-25%+26%15%57.3×n/an/a
eMemory Technology 3529.TWOTaiwan$4.17B-58%+17%61%45.0×32.2%+16.7%
Trina Solar 688599.SSChina$3.90B-36%-3%-9%n/a-4.3%+17.9%
Shanghai Aiko Solar Energy 600732.SSChina$4.23B-13%+25%-8%n/an/an/a
Hunan Goke Microelectronics 300672.SZChina$4.24B-27%+54%5%56.9×46.0%+19.7%
Applied Optoelectronics AAOIUnited States$4.26B-66%+62%-11%23.5×n/an/a
Loongson Technology 688047.SSChina$3.86B-44%+24%-76%n/an/an/a
Premier Energies PREMIERENE.NSIndia$4.28B-13%+32%25%19.7×n/an/a
Hanwha Solutions 009830.KSSouth Korea$4.30B-49%+14%0%20.1×n/an/a
Soitec SOI.PAFrance$3.79B-38%-34%-6%141.8×25.0%+0.3%
Shenzhen Goodix Technology 603160.SSChina$4.35B-2%-7%6%51.0×26.7%-6.8%
Bestechnic (Shanghai) 688608.SSChina$4.41B+2%-26%8%50.6×42.7%+27.1%
Chongqing Genori Technology 688797.SSChina$4.45Bn/a+37%29%n/an/an/a
MaxLinear MXLUnited States$4.48B-51%+56%-1%12.1×n/an/a
Maxscend Microelectronics 300782.SZChina$4.51B-47%-6%-25%n/an/an/a
Macronix International 2337.TWTaiwan$4.52B-53%+127%38%1.8×-7.5%-6.2%
Nordic Semiconductor NOD.OLNorway$3.62B-12%+15%8%54.6×n/an/a
Shanghai Fudan Microelectronics 1385.HKHong Kong$4.55B-48%+21%13%12.7×19.3%+18.1%
Linktel Technologies 301205.SZChina$3.60B-39%+54%3%281.1×n/an/a

Questions

Who are Jiangsu Leadmicro Nano Technology's main competitors?
Named competitors: ASM International (ASM.AS), Naura Technology (002371.SZ), Piotech (688072.SS), Kokusai Electric (6525.T). The cockpit's measured peer set (industry) also includes Chengdu Ultra Pure Applied Materials (301717.SZ), Allwinner Technology (300458.SZ), eMemory Technology (3529.TWO), Trina Solar (688599.SS), Shanghai Aiko Solar Energy (600732.SS), Hunan Goke Microelectronics (300672.SZ).
Is Jiangsu Leadmicro Nano Technology expensive compared with its peers?
On forward p/e it trades at 82.1× against a peer median of 47.8×, 3rd most expensive of 15 in its peer set.
How has Jiangsu Leadmicro Nano Technology stock performed?
Over six months to 6 Nov 2026 the shares returned -26.1% against -38.5% for the median peer; over one year +18.1%.

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.