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← CockpitCompetitor Analysis › 688325.SS Guangdong Cellwise Microelectronics Co., Ltd. Class AOpen in the cockpit ↗

Guangdong Cellwise Microelectronics Co., Ltd. Class A688325.SSCompetitor analysis, valuation and peers

China · CNY·Information Technology›Electronic Components

Chinese fabless designer of analog and power-management chips (battery management, power conversion ICs).

≈ A small Chinese Monolithic Power Systems/SilergyMomentum neutral 40
Mkt cap
$1.18B
US dollars, full cap
Free float
44%
of shares outstanding
$/day
$14.1M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
-6.8 pp
WACC 10.4%
Hurdle
n/a
no reverse DCF
Next earnings
161 days
16 Apr 2027
Close · CNYCN¥93.02
1D+0.6%
1W-7.0%
1M-11.4%
3M-7.8%
6M-23.7%
YTD+6.3%
1Y+3.2%
ATR %6.5%
52w lowhigh39.6% off high

What Guangdong Cellwise Microelectronics does

Chinese fabless designer of analog and power-management chips (battery management, power conversion ICs).

Designs its chips but has foundries make them, and sells in volume to device makers once a chip is chosen for a product, so a design win means revenue through that product's life. Battery fuel-gauge chips are its best-known line.

In one line: A small Chinese Monolithic Power Systems/Silergy.

Products and services

  • Battery management ICs
  • Power conversion/PMIC chips

Customers

  • Consumer electronics OEMs
  • Power adapter/charger makers

Where it sits in the supply chain

  • Semiconductors
  • Analog/power-management ICs

What could go right

  • Fast-charging and battery-management demand in consumer devices

What could go wrong

  • Intense analog-IC price competition

Moat: narrow (IP / patents, process know-how). Analog IC design know-how is sticky once designed into a product, but the field is crowded.

Headquarters: Guangdong, China · Employees: 217

Named competitors

Guangdong Cellwise Microelectronics at a glance

Size Guangdong Cellwise Microelectronics (688325.SS) is a China Information Technology company (Electronic Components) with a market value of $1.18B, the 1998th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥93.02 on 6 Nov 2026.

Performance Over six months the shares fell 23.7%, against -22.1% for the median peer and -16.4% for the China market (cap-weighted) — 9th lowest of 21 in its peer set.

Growth Revenue grew 17.6% over the last twelve months (peer median +20.9%); the operating margin is 6.6% (peer median 6.6%).

Valuation It trades at 13.2× enterprise value to sales against a peer median of 3.1× (2nd most expensive of 21).

Capital Return on invested capital runs 6.8 points below its cost of capital (10.4% WACC).

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

Relative performance

8010012011 May 202611 Aug 20266 Nov 2026688325.SS 77Peer median 77
Six months, rebased to 100: Guangdong Cellwise Microelectronics against the median of its 20 peers (local-currency closes).

Guangdong Cellwise Microelectronics financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥536MCN¥486MCN¥391MCN¥248MCN¥199M
Revenue growth—+24%+57%+25%—
Gross profitCN¥281MCN¥250MCN¥194MCN¥130MCN¥108M
EBITDAn/aCN¥71.1MCN¥49.0MCN¥17.6MCN¥5.38M
Net incomeCN¥85.2MCN¥97.3MCN¥78.8MCN¥59.8MCN¥51.9M
Free cash flow-CN¥63.1M-CN¥163MCN¥57.0MCN¥44.3M-CN¥21.1M
Capital expenditureCN¥176MCN¥171MCN¥12.0MCN¥25.5MCN¥10.2M
Total debtCN¥178MCN¥117MCN¥8.86MCN¥31.8MCN¥27.2M

Quarterly statements and history in the cockpit →

Guangdong Cellwise Microelectronics 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

-40%-20%0%+20%-40%-20%0%300852603936786130073930136630079031633003036885180028973016800078106032670025796050586271300098603989043260688325.SS6-month return →1-month return →
Up and to the right = strong over both horizons. Guangdong Cellwise Microelectronics is the large dot.

Fundamentals: revenue growth against valuation

0%+20%+40%+60%5×10×3008526039367861300739301366300790316330030368851800289730168030900078106032670025796050586271300098043260688325.SSRevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Guangdong Cellwise Microelectronics is the large dot.

Guangdong Cellwise Microelectronics competitors and peer comparison

Head to head with its named competitors (688325.SS vs 6415.TW vs 300661.SZ vs MPWR)
CompanyMarket cap6M returnRevenue growthOp. marginEV / SalesReq g
Guangdong Cellwise Microelectronics 688325.SS$1.18B-24%+18%7%13.2×n/a
Silergy 6415.TW$4.58B-11%+13%12%6.7×n/a
SG Micro 300661.SZ$8.33B-12%+46%17%9.0×35.9%
Monolithic Power Systems MPWR$58.1B-26%+40%30%15.2×39.6%

How Guangdong Cellwise Microelectronics 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.

Guangdong Cellwise Microelectronics against its 20 peers (data as of 6 Nov 2026)
Measure688325.SSPeer medianRank in peer set
1-month return-11.4%-25.0%7th highest of 21
6-month return-23.7%-22.1%9th lowest of 21
Distance from 52-week high-39.6%-51.6%3rd highest of 21
Revenue growth (TTM)+17.6%+20.9%7th lowest of 21
Operating margin6.6%6.6%11th highest of 21
EV / Sales13.2×3.1×2nd most expensive of 21
ROIC minus cost of capital-6.8 pp-2.5 pp6th lowest of 21

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
Guangdong Cellwise Microelectronics 688325.SSChina$1.18B-24%+18%7%13.2×n/an/a
Sihui Fuji Electronics Technology 300852.SZChina$1.18B+8%+48%13%2.8×n/an/a
Bomin Electronics 603936.SSChina$1.18B-21%+19%1%2.9×n/an/a
Bellwether Electronic 7861.TWOTaiwan$1.20B-31%+113%30%7.9×17.8%+53.7%
Sunshine Global Circuits 300739.SZChina$1.22B-19%+36%7%3.3×n/an/a
Shenzhen Edadoc Technology 301366.SZChina$1.13B+18%+51%12%4.6×n/an/a
Dongguan YuTong Optical Technology 300790.SZChina$1.23B-24%+21%8%2.7×n/an/a
Browave 3163.TWOTaiwan$1.13B-62%+21%4%14.6×n/an/a
Shenzhen Jufei Optoelectronics 300303.SZChina$1.23B-35%+2%5%2.1×18.0%+8.1%
Shenzhen United Winners Laser 688518.SSChina$1.12B-23%+23%5%1.7×31.2%+30.1%
Wenzhou Yihua Connector 002897.SZChina$1.24B-26%-7%6%1.7×15.2%+14.4%
Goode EIS (Suzhou) 301680.SZChina$1.09B-16%+68%18%3.8×n/an/a
Nichidenbo 3090.TWTaiwan$1.09B+15%+28%-5%1.9×57.2%+11.2%
Korea Circuit 007810.KSSouth Korea$1.09B-36%+21%6%1.2×n/an/a
Beijing Yuanliu Hongyuan Electronic Technology 603267.SSChina$1.28B-30%-2%8%4.4×24.4%+1.1%
Huizhou CEE Technology 002579.SZChina$1.29B0%-2%-2%3.5×n/an/a
Changzhou Aohong Electronics 605058.SSChina$1.08B+46%+21%15%4.2×8.1%+8.9%
Tong Hsing Electronic Industries ,Ltd 6271.TWTaiwan$1.06B-5%+5%17%2.5×7.6%+2.6%
Gosuncn Technology 300098.SZChina$1.04B-27%+20%-3%3.5×33.2%-3.1%
Hunan Aihua 603989.SSChina$1.33B+12%+17%8%2.0×16.9%+9.6%
Sungho Electronics 043260.KSSouth Korea$1.04B-54%+44%4%7.6×n/an/a

Questions

Who are Guangdong Cellwise Microelectronics's main competitors?
Named competitors: Silergy (6415.TW), SGMicro (300661.SZ), Monolithic Power Systems (MPWR). The cockpit's measured peer set (industry) also includes Sihui Fuji Electronics Technology (300852.SZ), Bomin Electronics (603936.SS), Bellwether Electronic (7861.TWO), Sunshine Global Circuits (300739.SZ), Shenzhen Edadoc Technology (301366.SZ), Dongguan YuTong Optical Technology (300790.SZ).
Is Guangdong Cellwise Microelectronics expensive compared with its peers?
On ev / sales it trades at 13.2× against a peer median of 3.1×, 2nd most expensive of 21 in its peer set.
How has Guangdong Cellwise Microelectronics stock performed?
Over six months to 6 Nov 2026 the shares returned -23.7% against -22.1% for the median peer; over one year +3.2%.

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.