企業プロフィール · Technology

Shengyi Technology Co Ltd

600183 · 上海
取引所
上海
国 / 地域
China
上場日
1998年9月16日
従業員数
14,523
公式サイト
www.syst.com.cn
現在値
¥125.99
リアルタイム · 2026年7月27日
妥当買付価格
≤ ¥21
安全マージンの起点
ベイリー成長スコア
43/100
やや弱い
本源的価値 · 3 段階レンジ 現在値 ¥125.99 リアルタイム · 楽観的シナリオの上限を超過 · 将来の成長を先取り

総合バリュエーションレンジ · 保守的 ¥15–¥20 / 妥当 ¥25–¥35 / 楽観的 ¥50–¥70。¥125.99 時点で 楽観的シナリオの上限を超過 · 将来の成長を先取り。

レポート公開時 ¥145(2026年6月9日)

時価総額元 2883.47億
売上高(TTM)元 309.61億
EBITDA元 59.35億
純利益率12.69%
ROE24.44%
PER (TTM)73.73
予想PER85.47
PEG0.85
EPS元 1.61
配当利回り0.96%
52週レンジ元 38.14 – 元 191.88

データ提供:EODHD、報告通貨で表示。参考情報であり、投資助言ではありません。

Shengyi Technology Co.,Ltd. engages in the design, production, and sales of copper clad laminates, bonding sheets, and printed circuit boards in China and internationally. The company offers flame-retardant epoxy glass fabric reinforced laminates, composite epoxy materials, and flexible circuit materials, as well as prereg for multilayer circuit boards; and smart and rigid materials, automotive and RF materials, IMS and HTC materials, IC substrate and flexible materials, HSD materials, and special materials. It also provides high-end electronic materials, such as prepregs, insulating laminates, metal-based copper clad foil laminates, resin-coated copper foil, and covering films. The company's products are primarily used in high computing power, AI servers, 5G antennas, base stations, computers, servers, the aerospace industry, chip packaging, automotive electronics, smart homes, industrial control medical equipment, home appliances, consumer terminals, and various electronic products. It also exports its products to America, Europe, Korea, Japan, and Southeast Asia. The company was formerly known as Guangdong Shengyi Sci. Tech Co., Ltd. Shengyi Technology Co.,Ltd. was founded in 1985 and is headquartered in Dongguan, China.

沿革

Shengyi Technology Co Ltd was founded in 1985 and is headquartered in Dongguan, China; it was formerly known as Guangdong Shengyi Sci. Tech Co., Ltd. The company listed via IPO on 16 September 1998 and employs 14,523 people. It designs, produces, and sells copper clad laminates, bonding sheets, and printed circuit boards in China and internationally, with products used in AI servers, 5G antennas and base stations, automotive electronics, and chip packaging, and exports to America, Europe, Korea, Japan, and Southeast Asia.

業界での地位

Shengyi is one of China's leading copper clad laminate (CCL) makers; per Prismark, its 2022 rigid-CCL sales ranked second globally with a market share of about 12%. In 2025 revenue was 28.4 billion yuan and net profit attributable to shareholders was about 3.334 billion yuan, with CCL and bonding sheets contributing 17.774 billion yuan and printed circuit boards 9.144 billion yuan. R&D spending in 2025 was 1.450 billion yuan, or 5.10% of revenue, with 2,031 R&D staff. Domestic peers include 南亚新材 and 华正新材.

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