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Shengyi Technology Co Ltd

600183 · Шанхай
Отрасль
Electronic Materials
Биржа
Шанхай
Страна / Регион
China
Дата IPO
16 сентября 1998 г.
Сотрудники
14 523
Текущая цена
¥125.99
В реальном времени · 27 июля 2026 г.
Цена покупки
≤ ¥21
Вход с запасом прочности
Балл роста Baillie
43/100
Слабоватый
Внутренняя стоимость · три уровня Текущая цена ¥125.99 Онлайн · Выше оптимистичного потолка · будущий рост уже исчерпан

Сводный диапазон оценки · консервативный ¥15–¥20 / справедливый ¥25–¥35 / оптимистичный ¥50–¥70. При ¥125.99, Выше оптимистичного потолка · будущий рост уже исчерпан.

На момент публикации ¥145 (9 июня 2026 г.)

Капитализация288,35 млрд CN¥
Выручка (TTM)30,96 млрд CN¥
EBITDA5,94 млрд CN¥
Чистая маржа12,69 %
ROE24,44 %
P/E (TTM)73,73
Прогнозный P/E85,47
PEG0,85
Прибыль на акцию1,61 CN¥
Дивидендная доходность0,96 %
Диапазон за 52 недели38,14 CN¥ – 191,88 CN¥

Данные EODHD, показаны в валюте отчётности; только для справки, не является инвестиционной рекомендацией.

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.

История

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.

Положение в отрасли

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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