Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
300373.SZ
BUYREMOVEYangzhou Yangjie Electronic Technology Co., Ltd. · Technology · China · $8.6B · Avg Vol: $471M/d
Yangjie is a solid power discrete semiconductor manufacturer, but it operates in a highly commoditized segment of the market with intense domestic Chinese competition. It lacks the advanced packaging capabilities required to ride the high-conviction AI bottleneck theme, making it a poor fit for our concentrated portfolio.
COMPANY DESCRIPTION
Yangzhou Yangjie Electronic Technology Co., Ltd. is a leading vertically integrated (IDM) manufacturer of power semiconductor discrete devices, including diodes, rectifiers, MOSFETs, and IGBT modules. The company's IDM model allows it to optimize costs and maintain high quality across wafer fabrication, packaging, and testing. It holds a dominant position in the domestic consumer electronics, automotive, and renewable energy supply chains.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 799M | 800M | 892M | 1.1B | 9.7% |
| EPS | 0.31 | 0.26 | 0.27 | 0.34 | 4.0% |
| Shares | 513M | 541M | 543M | 543M | +6.0% |
| Debt | 115M | 221M | 314M | 467M | 59.4% |
| Equity | 909M | 1.2B | 1.3B | 1.4B | 15.8% |
| Op CF | 118M | 133M | 206M | 252M | 28.7% |
| Inv CF | -113M | -67M | -161M | -275M | — |
| Fin CF | 42M | 229M | 7M | 4M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 300373.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 300373.SZ | Yangzhou Yangjie Electronic Technology Co., Ltd.(you) | $8.6B | 70 | BUY |
| 300661.SZ | SG Micro Corp | $10.8B | 67 | BUY |
| 688766.SS | Puya Semiconductor (Shanghai) Co., Ltd. | $8.4B | 79 | BUY |
| 603893.SS | Rockchip Electronics Co., Ltd. | $10.9B | 62 | HOLD |
| 300223.SZ | Ingenic Semiconductor Co.,Ltd. | $11.2B | 60 | HOLD |
| 002049.SZ | Unigroup Guoxin Microelectronics Co., Ltd. | $10.0B | 56 | HOLD |
| 301536.SZ | SigmaStar Technology Ltd. | $5.2B | 63 | HOLD |
| 688396.SS | China Resources Microelectronics Limited | $12.6B | 59 | HOLD |
| 001309.SZ | Shenzhen Techwinsemi Technology Co., Ltd. | $21.5B | 72 | BUY |
| 300475.SZ | Shannon Semiconductor Technology Co.,Ltd. | $12.5B | 84 | STRONG BUY |
Peer medians: ROE 3.8% · P/E 77.4x · Gross margin 25.9%