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Employees: 459
Size Shenzhen China Micro Semicon (688380.SS) is a China Information Technology company (Semiconductors) with a market value of $532M, the 3716th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥29.00 on 6 Nov 2026.
Performance Over six months the shares fell 39.4%, against -42.6% for the median peer and -16.4% for the China market (cap-weighted) — 10th highest of 21 in its peer set.
Growth Revenue grew 39.9% over the last twelve months (peer median +23.6%); the operating margin is 20.7% (peer median -2.9%).
Valuation It trades at 1.6× enterprise value to sales against a peer median of 3.3× (4th cheapest of 21).
Price implies For today's price to make sense, revenue must grow about 6% a year for seven years (Req g). Recent delivered growth is +24%, so the hurdle is -18 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 2.0 points below its cost of capital (14.6% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥1.45B | CN¥1.12B | CN¥911M | CN¥713M | CN¥634M |
| Revenue growth | — | +23% | +28% | +12% | — |
| Gross profit | CN¥580M | CN¥371M | CN¥260M | CN¥116M | CN¥253M |
| EBITDA | n/a | CN¥223M | CN¥123M | -CN¥52.9M | CN¥82.2M |
| Net income | CN¥294M | CN¥284M | CN¥137M | -CN¥21.9M | CN¥59.3M |
| Free cash flow | CN¥163M | CN¥172M | CN¥298M | CN¥12.4M | -CN¥355M |
| Capital expenditure | CN¥156M | CN¥123M | CN¥31.3M | CN¥33.2M | CN¥82.9M |
| Total debt | CN¥287M | CN¥221M | CN¥111M | CN¥16.0M | CN¥18.6M |
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.
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 | 688380.SS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -22.2% | -23.4% | 11th highest of 21 |
| 6-month return | -39.4% | -42.6% | 10th highest of 21 |
| Distance from 52-week high | -56.7% | -56.7% | 11th highest of 21 |
| Revenue growth (TTM) | +39.9% | +23.6% | 8th highest of 21 |
| Operating margin | 20.7% | -2.9% | 3rd highest of 21 |
| EV / Sales | 1.6× | 3.3× | 4th cheapest of 21 |
| Growth the price implies (Req g, 7 yrs) | 6.0% | 14.3% | 2nd least demanding of 9 |
| Growth delivered (Del g) | +24.3% | +10.7% | 2nd highest of 9 |
| Hurdle (Req g minus delivered) | -18.2 pp | +1.3 pp | least demanding of 9 |
| ROIC minus cost of capital | -2.0 pp | -8.2 pp | 9th highest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Shenzhen China Micro Semicon 688380.SS | China | $532M | -39% | +40% | 21% | 1.6× | 6.0% | +24.3% |
| Hubei W-Olf Photoelectric Technology 002962.SZ | China | $534M | -25% | +3% | 1% | 2.2× | 24.2% | +15.0% |
| Advanced Wireless Semiconductor 8086.TWO | Taiwan | $537M | -41% | +36% | 23% | 3.6× | 6.3% | +3.0% |
| Inner Mongolia OJing Science and Technology 001269.SZ | China | $523M | -16% | -2% | -51% | 7.8× | n/a | n/a |
| Brite Semiconductor (Shanghai) 688691.SS | China | $542M | -59% | +27% | -18% | 3.1× | n/a | n/a |
| Hana Materials 166090.KS | South Korea | $521M | -51% | +31% | 24% | 2.3× | -2.6% | +6.4% |
| Suzhou Convert Semiconductor 688693.SS | China | $543M | -48% | +49% | -34% | 10.0× | n/a | n/a |
| TFE 425420.KS | South Korea | $544M | -8% | +54% | 17% | 5.2× | 7.4% | +15.5% |
| Walton Advanced Engineering 8110.TW | Taiwan | $520M | -32% | +11% | -19% | 2.1× | n/a | n/a |
| QD Laser 6613.T | Japan | $546M | +43% | +7% | -19% | 56.3× | n/a | n/a |
| Vikram Solar VIKRAMSOLR.NS | India | $546M | -37% | +40% | 12% | 1.0× | n/a | n/a |
| NSING Technologies 2701.HK | Hong Kong | $517M | -54% | +55% | 1% | 2.8× | n/a | n/a |
| Jiangsu Rijiu Optoelectronics Jointstock 003015.SZ | China | $548M | -22% | +5% | 12% | 5.3× | 15.8% | +5.3% |
| JinkoSolar Holding Co., Ltd. Sponsored ADR JKS | United States | $551M | -55% | -15% | -8% | 0.8× | n/a | n/a |
| Yingkou Jinchen Machinery 603396.SS | China | $555M | -24% | -5% | 5% | 1.3× | 21.1% | +21.8% |
| Black Sesame International 2533.HK | Hong Kong | $555M | -66% | +73% | -148% | 3.4× | n/a | n/a |
| Shenzhen EXC-LED Technology 300889.SZ | China | $562M | -29% | +20% | -7% | 3.2× | n/a | n/a |
| Kopin KOPN | United States | $564M | -44% | -7% | -35% | 11.8× | n/a | n/a |
| Jiangsu Transimage Technology 002866.SZ | China | $567M | -49% | -5% | 3% | 1.9× | 12.9% | +4.2% |
| Taiwan Microloops 6831.TW | Taiwan | $569M | -46% | +117% | 12% | 4.6× | n/a | n/a |
| Silex Systems SLX.AX | Australia | $574M | -49% | +89% | -33% | 47.3× | 43.3% | +48.1% |