Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
300623.SZ
HOLDFLAGJiangsu JieJie Microelectronics Co., Ltd. · Technology · China · $4.7B · Avg Vol: $285M/d
Jiangsu JieJie Microelectronics is a leading Chinese power semiconductor designer and manufacturer. It is well-positioned to benefit from China's aggressive domestic substitution drive in automotive and industrial power chips. However, intense domestic competition and geopolitical export controls present meaningful near-term headwinds that warrant caution.
COMPANY DESCRIPTION
Jiangsu JieJie Microelectronics Co., Ltd. designs, manufactures, and packages power semiconductor discrete devices, including thyristors, MOSFETs, and diodes. Operating under an integrated device manufacturer (IDM) model, the company maintains a dominant domestic market share in thyristors, which serves as its primary competitive moat. It is a critical player in China's semiconductor localization drive, catering to consumer electronics, automotive, and industrial power control markets.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 269.5M | 311.3M | 420.4M | 516.3M | 24.2% |
| EPS | 0.07 | 0.04 | 0.09 | 0.08 | 5.2% |
| Shares | 736.6M | 736.3M | 832.1M | 832.1M | +13.0% |
| Debt | 336.7M | 321.3M | 119.2M | 112.9M | -30.5% |
| Equity | 529.0M | 555.4M | 858.7M | 891.3M | 19.0% |
| Op CF | 49.8M | 138.1M | 106.4M | 114.3M | 31.9% |
| Inv CF | -225.5M | -110.3M | -57.6M | -139.5M | — |
| Fin CF | 145.2M | -46.9M | 0.4M | -26.6M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 300623.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 300623.SZ | Jiangsu JieJie Microelectronics Co., Ltd.(you) | $4.7B | 57 | HOLD |
| 300236.SZ | Shanghai Sinyang Semiconductor Materials Co., Ltd. | $5.1B | 53 | HOLD |
| 600206.SS | Grinm Advanced Materials Co., Ltd. | $5.8B | 52 | HOLD |
| 688536.SS | 3Peak Incorporated | $7.0B | 59 | HOLD |
| 600667.SS | Wuxi Taiji Industry Limited Corporation | $7.0B | 60 | HOLD |
| 3277.HK | GPIXEL | $5.6B | 49 | HOLD |
| 301297.SZ | Ferrotec (An Hui) Technology Development Co.,LTD | $5.6B | 48 | HOLD |
| 605111.SS | Wuxi NCE Power Co.,Ltd. | $4.6B | 69 | BUY |
| 688432.SS | GRINM Semiconductor Materials Co., Ltd. | $4.7B | 44 | HOLD |
| 603061.SS | JHT Design Co.,Ltd. | $4.4B | 70 | BUY |
Peer medians: ROE 3.9% · P/E 78.3x · Gross margin 25.9%