Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
688172.SS
HOLDREMOVEBeijing YanDong MicroElectronic Co., Ltd. · Technology · China · $15.2B · Avg Vol: $253M/d
As a legacy semiconductor manufacturer, the company lacks the advanced packaging capabilities required to benefit from the CoWoS bottleneck, and its low quality score makes it uninvestable.
COMPANY DESCRIPTION
Beijing YanDong MicroElectronic Co., Ltd. provides semiconductor manufacturing services, including wafer fabrication, packaging, and testing for discrete devices and analog ICs. Its competitive moat is secured by its advanced 6-inch, 8-inch, and 12-inch wafer production lines, backed by strong regional government support. The company operates as a key domestic IDM and foundry hub for power semiconductors and analog chips.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 321M | 314M | 252M | 271M | -5.5% |
| EPS | 0.07 | 0.06 | -0.02 | -0.05 | -15.6% |
| Shares | 1.2B | 1.2B | 1.2B | 1.4B | +19.1% |
| Debt | 179M | 160M | 152M | 483M | 39.1% |
| Equity | 2.1B | 2.2B | 2.2B | 2.7B | 8.5% |
| Op CF | 118M | 60M | 47M | 86M | -10.0% |
| Inv CF | -323M | -660M | -212M | -2.6B | — |
| Fin CF | 553M | -23M | 813M | 1.6B | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 688172.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 688172.SS | Beijing YanDong MicroElectronic Co., Ltd.(you) | $15.2B | 36 | HOLD |
| 600703.SS | Sanan Optoelectronics Co.,Ltd | $11.5B | 35 | HOLD |
| 603501.SS | OmniVision Integrated Circuits Group, Inc. | $17.7B | 31 | SELL |
| 688249.SS | Nexchip Semiconductor Corporation | $13.5B | 30 | SELL |
| 688521.SS | VeriSilicon Microelectronics (Shanghai) Co., Ltd. | $19.2B | 28 | SELL |
| 600584.SS | JCET Group Co., Ltd. | $21.7B | 44 | HOLD |
| 300672.SZ | Hunan Goke Microelectronics Co.,Ltd. | $10.6B | 44 | HOLD |
| 600460.SS | Hangzhou Silan Microelectronics Co., Ltd. | $8.5B | 40 | HOLD |
| 688052.SS | Suzhou Novosense Microelectronics Co., Ltd. | $6.2B | 34 | SELL |
| 1385.HK | Shanghai Fudan Microelectronics Group Company Limited | $6.9B | 30 | SELL |
Peer medians: ROE 3.9% · P/E 77.3x · Gross margin 25.9%