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← CockpitCompetitor Analysis › 688772.SS Zhuhai CosMX Battery Co. Ltd. Class AOpen in the cockpit ↗

Zhuhai CosMX Battery Co. Ltd. Class A688772.SSCompetitor analysis, valuation and peers

China · CNY·Industrials›Electrical Products

Chinese maker of lithium-ion batteries mainly for smartphones and laptops, expanding into EV and storage cells.

≈ A Chinese consumer-battery makerMomentum leader 95
Mkt cap
$2.88B
US dollars, full cap
Free float
22%
of shares outstanding
$/day
$63.5M
20-day average traded
Fwd P/E
144.1×
forward earnings
ROIC−WACC
-4.4 pp
WACC 9.2%
Hurdle
n/a
no reverse DCF
Next earnings
151 days
6 Apr 2027
Close · CNYCN¥16.85
1D+0.4%
1W+15.2%
1M+21.2%
3M+15.1%
6M+1.5%
YTD-21.7%
1Y-32.7%
ATR %5.1%
52w lowhigh42.2% off high

What Zhuhai CosMX Battery does

Chinese maker of lithium-ion batteries mainly for smartphones and laptops, expanding into EV and storage cells.

In one line: A Chinese consumer-battery maker.

Products and services

  • Consumer electronics batteries
  • EV/energy-storage batteries

Customers

  • Smartphone and laptop OEMs

Where it sits in the supply chain

  • Batteries
  • Lithium-ion battery cells
  • Consumer electronics / EV / storage

What could go right

  • Consumer electronics battery replacement demand
  • EV/storage market entry

What could go wrong

  • Customer concentration
  • Battery price competition

Moat: narrow (customer qualification, scale). Qualified cell supplier to major consumer-electronics brands, though the battery-cell market is highly competitive.

Headquarters: Zhuhai, Guangdong, China · Founded: 2006 · Employees: 23,255

Named competitors

Zhuhai CosMX Battery at a glance

Size Zhuhai CosMX Battery (688772.SS) is a China Industrials company (Electrical Products) with a market value of $2.88B, the 896th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥16.85 on 6 Nov 2026.

Performance Over six months the shares gained 1.5%, against -34.1% for the median peer and -16.4% for the China market (cap-weighted) — 2nd highest of 21 in its peer set.

Growth Revenue grew 17.9% over the last twelve months (peer median +16.4%); the operating margin is -2.4% (peer median 9.8%).

Valuation It trades at 144.1× forward earnings against a peer median of 19.4× (2nd most expensive of 18).

Capital Return on invested capital runs 4.4 points below its cost of capital (9.2% WACC).

Next results Next results expected around 6 Apr 2027 (exchange calendar; dates can move).

Relative performance

8010012011 May 202611 Aug 20266 Nov 2026688772.SS 99Peer median 66
Six months, rebased to 100: Zhuhai CosMX Battery against the median of its 20 peers (local-currency closes).

Zhuhai CosMX Battery financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥15.7BCN¥14.4BCN¥11.5BCN¥11.4BCN¥11.0B
Revenue growth—+25%+1%+4%—
Gross profitCN¥4.67BCN¥3.01BCN¥2.57BCN¥2.54BCN¥1.62B
EBITDAn/aCN¥2.20BCN¥2.03BCN¥1.78BCN¥1.28B
Net income-CN¥82.4MCN¥472MCN¥430MCN¥344MCN¥90.9M
Free cash flow-CN¥3.18B-CN¥2.01B-CN¥566M-CN¥681M-CN¥1.36B
Capital expenditureCN¥4.43BCN¥4.11BCN¥3.02BCN¥3.30BCN¥3.25B
Total debtCN¥12.4BCN¥10.7BCN¥8.01BCN¥8.36BCN¥7.88B

Quarterly statements and history in the cockpit →

Zhuhai CosMX Battery 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%0%+20%17296592601615300568001301600330688819002130688279002498002249603376SCHNEIDER00226630069966740022705344688772.SS6-month return →1-month return →
Up and to the right = strong over both horizons. Zhuhai CosMX Battery is the large dot.

Fundamentals: revenue growth against valuation

0%+20%+40%+60%+80%0×100×200×300×17296592601615300568001301600330688819002130688279002498SCHNEIDER300699688772.SSRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Zhuhai CosMX Battery is the large dot.

Zhuhai CosMX Battery competitors and peer comparison

Head to head with its named competitors (688772.SS vs 300014.SZ vs 300207.SZ vs 000049.SZ)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
Zhuhai CosMX Battery 688772.SS$2.88B+2%+18%-2%144.1×n/a
EVE Energy 300014.SZ$17.0B-28%+51%6%15.5×n/a
Sunwoda Electronic 300207.SZ$5.37B-33%+36%-1%16.0×n/a
Shenzhen Desay Battery Technology 000049.SZ$1.20B-28%+9%2%19.5×n/a
Samsung Sdi 006400.KS$26.8B-33%+21%0%45.9×n/a
LG Energy Solution 373220.KS$58.2B-27%+25%1%n/an/a
Contemporary Amperex Technology 300750.SZ$179B-42%+51%14%13.0×1.6%

How Zhuhai CosMX Battery 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.

Zhuhai CosMX Battery against its 20 peers (data as of 6 Nov 2026)
Measure688772.SSPeer medianRank in peer set
1-month return+21.2%-9.4%highest of 21
6-month return+1.5%-34.1%2nd highest of 21
Distance from 52-week high-42.2%-49.2%7th highest of 21
Revenue growth (TTM)+17.9%+16.4%11th highest of 21
Operating margin-2.4%9.8%3rd lowest of 21
Forward P/E144.1×19.4×2nd most expensive of 18
ROIC minus cost of capital-4.4 pp-1.4 pp6th lowest of 21

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
Zhuhai CosMX Battery 688772.SSChina$2.88B+2%+18%-2%144.1×n/an/a
Time Interconnect Technology 1729.HKHong Kong$2.84B-57%+84%7%10.8×n/an/a
Mabuchi Motor 6592.TJapan$2.84B+18%+12%12%17.9×5.8%+11.5%
Ming Yang Smart Energy 601615.SSChina$2.80B-47%+8%-4%19.4×n/an/a
Shenzhen Senior Technology Material 300568.SZChina$2.80B-23%+45%10%27.4×n/an/a
Shijiazhuang Shangtai Technology 001301.SZChina$2.80B-16%+34%13%16.6×n/an/a
TDG 600330.SSChina$2.96B-43%+21%-19%320.4×n/an/a
Tianneng Battery 688819.SSChina$2.79B-37%+2%0%10.9×-7.9%+5.4%
Shenzhen Woer Heat-Shrinkable Material 002130.SZChina$2.98B-37%+20%15%16.4×1.8%+15.6%
Fortior Technology (Shenzhen) 688279.SSChina$2.76B0%+46%25%62.7×n/an/a
Qingdao Hanhe Cable 002498.SZChina$2.74B-37%+21%3%18.3×n/an/a
Zhongshan Broad-Ocean Motor 002249.SZChina$2.73B-21%+1%6%n/a7.7%+9.5%
Daming Electronics 603376.SSChina$2.71B-22%+110%9%n/an/an/a
Schneider Electric Infrastructure SCHNEIDER.NSIndia$2.69B-21%+10%10%76.0×56.2%+17.4%
Zhefu 002266.SZChina$3.09B-26%+27%8%9.3×n/an/a
Weihai Guangwei Composites 300699.SZChina$2.68B-35%+12%16%45.8×13.8%+6.2%
GS Yuasa 6674.TJapan$2.67B-33%+6%10%9.9×n/an/a
Huaming Power Equipment 002270.SZChina$2.66B-19%+7%32%22.3×5.9%+12.3%
Baoding Tianwei Baobian Electric 600550.SSChina$2.65B-36%+13%4%n/a45.5%+7.1%
Maruwa 5344.TJapan$3.12B-46%+26%36%19.5×n/an/a
Luster LightTech 688400.SSChina$2.63B-37%+10%0%28.1×56.8%+10.7%

Questions

Who are Zhuhai CosMX Battery's main competitors?
Named competitors: EVE Energy (300014.SZ), Sunwoda Electronic (300207.SZ), Desay Battery (000049.SZ), Samsung SDI (006400.KS), LG Energy Solution (373220.KS), Contemporary Amperex Technology (300750.SZ). The cockpit's measured peer set (industry) also includes Time Interconnect Technology (1729.HK), Mabuchi Motor (6592.T), Ming Yang Smart Energy (601615.SS), Shenzhen Senior Technology Material (300568.SZ), Shijiazhuang Shangtai Technology (001301.SZ), TDG (600330.SS).
Is Zhuhai CosMX Battery expensive compared with its peers?
On forward p/e it trades at 144.1× against a peer median of 19.4×, 2nd most expensive of 18 in its peer set.
How has Zhuhai CosMX Battery stock performed?
Over six months to 6 Nov 2026 the shares returned +1.5% against -34.1% for the median peer; over one year -32.7%.

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.