Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
600703.SS
Strong SellSinkerSanan Optoelectronics Co.,Ltd · Technology · China · $9.7B · Avg Vol: $284M/d
COMPANY DESCRIPTION
Sanan Optoelectronics Co., Ltd. is China's largest manufacturer of LED epitaxial wafers and chips, with a rapidly growing business in compound semiconductors like Gallium Nitride (GaN) and Silicon Carbide (SiC). The company commands a dominant market position supported by massive production scale, state-of-the-art manufacturing facilities, and extensive patent portfolios. Its strategic focus on high-margin wide-bandgap semiconductors positions it as a critical supplier for the electric vehicle, 5G, and clean energy industries.
FINANCIAL SUMMARY (CNY)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 13.2B | 14.1B | 16.1B | 17.9B | 10.7% | 15.4B | 18.9B | 21.1B | 8.3% |
| EPS (CNY) | 0.15 | 0.07 | 0.05 | -0.07 | -42.3% | -0.13 | — | — | — |
| Shares | 5.0B | 5.0B | 5.0B | 5.0B | 0.0% | 5.0B | — | — | — |
| Debt | 9.1B | 8.2B | 10.1B | 12.8B | 12.0% | 11.7B | — | — | — |
| Equity | 37.9B | 38.3B | 36.9B | 34.9B | -2.8% | — | — | — | — |
| Op CF | 800.0M | 4.0B | 2.6B | 1.9B | 33.0% | 1.7B | — | — | — |
| Inv CF | -4.1B | -2.7B | -3.3B | -2.4B | — | — | — | — | — |
| Fin CF | 9.9B | -1.8B | -306.6M | 855.1M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 600703.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 600703.SS | Sanan Optoelectronics Co.,Ltd(you) | $9.7B | 15 | Strong Sell |
| 2249.HK | Nexchip Semiconductor Corporation | $8.5B | 17 | Strong Sell |
| 688172.SS | Beijing YanDong MicroElectronic Co., Ltd. | $11.4B | 12 | Strong Sell |
| 9903.HK | Shanghai Iluvatar CoreX Semiconductor Co., Ltd. | $13.6B | 14 | Strong Sell |
| 688110.SS | Dosilicon Co., Ltd. | $7.6B | 19 | Strong Sell |
| 688147.SS | Jiangsu Leadmicro Nano-Equipment Technology Ltd | $8.3B | 22 | Sell |
| 6082.HK | Shanghai Biren Technology Co., Ltd. | $13.0B | 11 | Strong Sell |
| 688220.SS | ASR Microelectronics Co., Ltd. | $6.1B | 14 | Strong Sell |
| 688469.SS | United Nova Technology Co.,Ltd. | $10.7B | 24 | Sell |
| 600460.SS | Hangzhou Silan Microelectronics Co., Ltd. | $8.5B | 23 | Sell |
Peer medians: ROE 3.8% · P/E 65.1x · Gross margin 25.9%