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← CockpitCompetitor Analysis › 688388.SS Guangdong Jia Yuan Technology Shares Co., Ltd. Class AOpen in the cockpit ↗

Guangdong Jia Yuan Technology Shares Co., Ltd. Class A688388.SSCompetitor analysis, valuation and peers

China · CNY·Materials›Other Metals/Minerals

Guangdong maker of ultra-thin electrolytic copper foil used in lithium-ion battery anodes and printed circuit boards.

Momentum laggard 19
Mkt cap
$2.12B
US dollars, full cap
Free float
69%
of shares outstanding
$/day
$103M
20-day average traded
Fwd P/E
17.9×
forward earnings
ROIC−WACC
-5.3 pp
WACC 10.9%
Hurdle
n/a
no reverse DCF
Next earnings
117 days
3 Mar 2027
Close · CNYCN¥21.44
1D-4.8%
1W+4.0%
1M-18.9%
3M-6.4%
6M-38.0%
YTD-24.1%
1Y-19.6%
ATR %7.6%
52w lowhigh58.1% off high

What Guangdong Jia Yuan Technology Shares does

Guangdong maker of ultra-thin electrolytic copper foil used in lithium-ion battery anodes and printed circuit boards.

Prices foil as the cost of copper plus a processing fee, so the fee is what it earns, and metal price swings pass through to customers. A small number of large battery-cell makers are its main buyers.

Products and services

  • Lithium-battery copper foil
  • PCB copper foil

Customers

  • EV/battery cell makers
  • PCB manufacturers

Where it sits in the supply chain

  • Materials
  • Battery/electronics materials
  • Electrolytic copper foil

What could go right

  • EV battery demand growth

What could go wrong

  • Battery capex cycles
  • Copper price and thin-margin pressure

Moat: narrow (process know-how, customer qualification). Thin-foil manufacturing precision and qualification with battery cell makers are hard to replicate quickly.

Headquarters: Guangdong, China · Employees: 2,996

Named competitors

Guangdong Jia Yuan Technology Shares at a glance

Size Guangdong Jia Yuan Technology Shares (688388.SS) is a China Materials company (Other Metals/Minerals) with a market value of $2.12B, the 1193rd largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥21.44 on 6 Nov 2026.

Performance Over six months the shares fell 38.0%, against -21.8% for the median peer and -16.4% for the China market (cap-weighted) — 8th lowest of 21 in its peer set.

Growth Revenue grew 80.5% over the last twelve months (peer median +33.4%); the operating margin is 4.3% (peer median 4.9%).

Valuation It trades at 17.9× forward earnings against a peer median of 24.2× (6th cheapest of 19).

Capital Return on invested capital runs 5.3 points below its cost of capital (10.9% WACC).

Next results Next results expected around 3 Mar 2027 (exchange calendar; dates can move).

Relative performance

7510012511 May 202611 Aug 20266 Nov 2026Peer median 78688388.SS 59
Six months, rebased to 100: Guangdong Jia Yuan Technology Shares against the median of its 20 peers (local-currency closes).

Guangdong Jia Yuan Technology Shares financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥15.7BCN¥9.64BCN¥6.52BCN¥4.96BCN¥4.64B
Revenue growth—+48%+31%+7%—
Gross profitCN¥1.20BCN¥423MCN¥82.9MCN¥252MCN¥902M
EBITDAn/aCN¥581MCN¥163MCN¥359MCN¥859M
Net incomeCN¥578MCN¥57.0M-CN¥239MCN¥19.0MCN¥521M
Free cash flow-CN¥754M-CN¥454M-CN¥1.99B-CN¥602M-CN¥3.08B
Capital expenditureCN¥649MCN¥358MCN¥804MCN¥1.28BCN¥2.58B
Total debtCN¥6.31BCN¥6.40BCN¥4.84BCN¥4.18BCN¥2.34B

Quarterly statements and history in the cockpit →

Guangdong Jia Yuan Technology Shares 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%-20%0%LEUVNPALS3858002171301071761011648358DML601137PDNALM601609000970300855300224603132EFRNIC688388.SS6-month return →1-month return →
Up and to the right = strong over both horizons. Guangdong Jia Yuan Technology Shares is the large dot.

Fundamentals: revenue growth against valuation

0%+1,000%+2,000%+3,000%20×40×60×LEUVNPALS385800217130107176101164PDNALM000970300224EFR688388.SSRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Guangdong Jia Yuan Technology Shares is the large dot.

Guangdong Jia Yuan Technology Shares competitors and peer comparison

Head to head with its named competitors (688388.SS vs 600110.SS vs 336370.KS vs 5706.T)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
Guangdong Jia Yuan Technology Shares 688388.SS$2.12B-38%+81%4%17.9×n/a
Nuode New Materials 600110.SS$2.21B-22%+100%4%37.0×n/a
Solus Advanced Materials 336370.KS$343M-52%+1%-14%16.9×n/a
Mitsui Kinzoku 5706.T$5.61B-28%+11%18%10.1×11.6%

How Guangdong Jia Yuan Technology Shares 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 Jia Yuan Technology Shares against its 20 peers (data as of 6 Nov 2026)
Measure688388.SSPeer medianRank in peer set
1-month return-18.9%-15.0%8th lowest of 21
6-month return-38.0%-21.8%8th lowest of 21
Distance from 52-week high-58.1%-48.2%7th lowest of 21
Revenue growth (TTM)+80.5%+33.4%4th highest of 21
Operating margin4.3%4.9%9th lowest of 21
Forward P/E17.9×24.2×6th cheapest of 19
ROIC minus cost of capital-5.3 pp-4.4 pp9th 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
Guangdong Jia Yuan Technology Shares 688388.SSChina$2.12B-38%+81%4%17.9×n/an/a
Centrus Energy LEUUnited States$2.14B-50%+8%2%34.5×n/an/a
5N Plus VNP.TOCanada$2.15B-10%+32%18%28.8×n/an/a
Altius Minerals ALS.TOCanada$2.16B-2%+68%17%47.6×57.7%-4.5%
Jiaxin International Resources Investment 3858.HKHong Kong$2.08B-56%+2,782%65%6.1×-6.4%n/a
Anhui Jingcheng Copper Share 002171.SZChina$2.07B-22%+35%1%22.0×n/an/a
Henan Liliang Diamond 301071.SZChina$2.03B-2%+73%21%45.0×28.0%+20.9%
Lianyou Metals 7610.TWTaiwan$2.03B+89%+238%56%11.4×n/an/a
CGN Mining 1164.HKHong Kong$2.03B-47%+15%2%20.8×33.0%+19.1%
Co-tech Development 8358.TWOTaiwan$2.24B-30%+31%23%19.9×n/an/a
Denison Mines DML.TOCanada$2.00B-39%-9%-2,101%n/an/an/a
Ningbo Boway Alloy Material 601137.SSChina$2.26B-6%+31%0%19.8×n/an/a
Paladin Energy PDN.AXAustralia$2.32B-33%+64%4%50.9×n/an/a
Almonty Industries ALMUnited States$2.34B-59%+208%5%12.3×n/an/a
Ningbo Jintian Copper (Group) 601609.SSChina$2.36B-11%+25%1%15.3×n/an/a
Beijing Zhong Ke San Huan High-Tech 000970.SZChina$1.87B-16%+11%3%65.8×n/an/a
Jiangsu ToLand Alloy 300855.SZChina$1.83B-21%+75%28%26.5×n/an/a
Yantai Zhenghai Magnetic Material 300224.SZChina$1.79B-1%+16%5%29.9×20.1%+29.2%
Jinhui Mining 603132.SSChina$2.53B-11%+38%51%n/an/an/a
Energy Fuels EFR.TOCanada$1.78B-70%+70%-79%61.7×n/an/a
Nickel Industries NIC.AXAustralia$1.78B-46%-3%10%10.4×13.1%+27.5%

Questions

Who are Guangdong Jia Yuan Technology Shares's main competitors?
Named competitors: Nuode Investment (600110.SS), Chaohua Technology (private or unlisted), Solus Advanced Materials (336370.KS), Mitsui Mining and Smelting (5706.T). The cockpit's measured peer set (industry) also includes Centrus Energy (LEU), 5N Plus (VNP.TO), Altius Minerals (ALS.TO), Jiaxin International Resources Investment (3858.HK), Anhui Jingcheng Copper Share (002171.SZ), Henan Liliang Diamond (301071.SZ).
Is Guangdong Jia Yuan Technology Shares expensive compared with its peers?
On forward p/e it trades at 17.9× against a peer median of 24.2×, 6th cheapest of 19 in its peer set.
How has Guangdong Jia Yuan Technology Shares stock performed?
Over six months to 6 Nov 2026 the shares returned -38.0% against -21.8% for the median peer; over one year -19.6%.

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.