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300623.SZ

HOLDFLAG

Jiangsu JieJie Microelectronics Co., Ltd. · Technology · China · $4.7B · Avg Vol: $285M/d

57
StockRank
Q
52
V
35
M
60
P/E (TTM)
63.1x
ROE
7.6%
D/E
0.1x
Dividend %
0.5%
AI CONVICTION THESIS

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)

Year2022202320242025CAGR
Revenue269.5M311.3M420.4M516.3M24.2%
EPS0.070.040.090.085.2%
Shares736.6M736.3M832.1M832.1M+13.0%
Debt336.7M321.3M119.2M112.9M-30.5%
Equity529.0M555.4M858.7M891.3M19.0%
Op CF49.8M138.1M106.4M114.3M31.9%
Inv CF-225.5M-110.3M-57.6M-139.5M
Fin CF145.2M-46.9M0.4M-26.6M
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PRICE (1Y)+31.4%
4.544.945.345.756.15May 14Jun 4Jun 25
SMA 50SMA 200
Close
$6.12
RSI (14)
72.3
52W High
$6.37
From 52W High
1.0%

SCORE BREAKDOWN

Quality
52
ROIC
8.5%56.4
ROE
7.6%51.9
GP/Assets
12.1%28.3
Op. Margin
14.2%72.3
FCF/Assets
6.9%70.1
Piotroski
658.4
Int. Cover
50.0x84.5
D/E Ratio
0.14x61.0
Current Ratio
1.36x25.2
Value
35
P/E (TTM)
63.1x30.7
EV/EBITDA
19.5x50.6
P/FCF
378.5x35.5
P/B
4.8x34.0
P/S
7.9x24.9
Div Yield
0.5%26.4
Momentum
60
52W High %
96%95.4
RS 6M
47%73.5
SMA 50/200
1.06x45.8
EPS Rev 4W
N/A
EPS Rev 12W
N/A
EPS Improve
+37%29.8
Q Growth
-10%26.9

FUNDAMENTALS

Market Cap
$4.7B
P/E (Forward)
45.9x
Gross Margin
26.8%

SECTOR PEERS

Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 300623.SZ are excluded.

TickerCompanyMkt CapStockRankSignal
300623.SZJiangsu JieJie Microelectronics Co., Ltd.(you)$4.7B57HOLD
300236.SZShanghai Sinyang Semiconductor Materials Co., Ltd.$5.1B53HOLD
600206.SSGrinm Advanced Materials Co., Ltd.$5.8B52HOLD
688536.SS3Peak Incorporated$7.0B59HOLD
600667.SSWuxi Taiji Industry Limited Corporation$7.0B60HOLD
3277.HKGPIXEL$5.6B49HOLD
301297.SZFerrotec (An Hui) Technology Development Co.,LTD$5.6B48HOLD
605111.SSWuxi NCE Power Co.,Ltd.$4.6B69BUY
688432.SSGRINM Semiconductor Materials Co., Ltd.$4.7B44HOLD
603061.SSJHT Design Co.,Ltd.$4.4B70BUY

Peer medians: ROE 3.9% · P/E 78.3x · Gross margin 25.9%

Jiangsu JieJie Microelectronics Co., Ltd. (300623.SZ) — Stock Score Summary

Jiangsu JieJie Microelectronics Co., Ltd. (300623.SZ) has a MoatMap StockRank of 57/100 based on Quality (52/100), Value (35/100), and Momentum (60/100) factor scores. The current signal is HOLD. 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.

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.

Key Financial Metrics

Price$6.12
Market Cap$4.7B
P/E (TTM)63.14
P/E (Forward)45.92
Price/Book4.80
Return on Equity7.6%
Return on Invested Capital8.5%
Debt/Equity13.73
Gross Margin26.8%
Operating Margin14.2%
Revenue Growth31.4%
Dividend Yield0.5%
Free Cash Flow$12M

Jiangsu JieJie Microelectronics Co., Ltd. operates in the Semiconductor Equipment & Materials industry, part of the Technology sector (China).

Frequently Asked Questions

What is Jiangsu JieJie Microelectronics Co., Ltd.’s (300623.SZ) StockRank?
MoatMap’s StockRank for Jiangsu JieJie Microelectronics Co., Ltd. (300623.SZ) is 57/100, with a Hold signal. It is a composite of Quality (52), Value (35), and Momentum (60) factor ranks across MoatMap’s 20,000+ stock universe.
Does Jiangsu JieJie Microelectronics Co., Ltd. have an economic moat?
Jiangsu JieJie Microelectronics Co., Ltd. (300623.SZ) has a Quality factor score of 52/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage — the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is Jiangsu JieJie Microelectronics Co., Ltd. a buy, hold, or sell?
MoatMap’s current signal for Jiangsu JieJie Microelectronics Co., Ltd. (300623.SZ) is Hold, based on a StockRank of 57/100. Signals are derived mechanically from the StockRank composite and should be one input among many — combine with your own thesis on management, competitive position, and valuation.
What sector is Jiangsu JieJie Microelectronics Co., Ltd. in?
Jiangsu JieJie Microelectronics Co., Ltd. (300623.SZ) operates in the Technology sector, specifically the Semiconductor Equipment & Materials industry (China).