Data as of 2026/4/30 · Source: AI and Semi Comp 20260430.xlsx
| Category | Company | Price | Size | SI | P/E | EV/EBITDA | Rev YoY% | EBITDA Mgn | NP Mgn | Cash Conv | |||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CL1 | CL2 | CL3 | Ticker | Name | TC | Price | '25 Chg | YTD | Mkt Cap LC(bn) | Mkt Cap $bn | TEV LC(bn) | TEV $bn | SI% | CY23 | CY24 | CY25 | CY26 | CY27 | CY23 | CY24 | CY25 | CY26 | CY27 | CY22 | CY23 | CY24 | CY25 | CY26 | CY27 | CY22 | CY23 | CY24 | CY25 | CY26 | CY27 | CY22 | CY23 | CY24 | CY25 | CY26 | CY27 | AR | Inv. | AP | Total |
| Fabless | SHSE:688041 | Hygon 海光信息 | CNY | 296 | 46% | 32% | 687 | $99.6 | 687 | $99.5 | 544.0x | 355.9x | 219.3x | 141.4x | 98.9x | 345.6x | 182.3x | 168.0x | 112.3x | 75.1x | 122% | 17% | 52% | 59% | 56% | 35% | 32% | 33% | 41% | 28% | 27% | 30% | 16% | 21% | 21% | 22% | 21% | 23% | 75.9 | 348 | 24.9 | 399 | |||
| Fabless | SHSE:688256 | Cambricon 寒武纪 | CNY | 1,700 | 107% | 20% | 717 | $104 | 711 | $103 | -845x | -1,585x | 349.7x | 118.3x | 69.9x | -801x | -1,300x | 329.6x | 113.9x | 58.0x | 1% | -3% | 66% | 477% | 165% | 65% | -193% | -125% | -47% | 32% | 35% | 41% | -172% | -120% | -39% | 30% | 34% | 34% | 159 | 46.8 | 744 | ||||
| Fabless | SHSE:688795 | Moore Threads 摩尔线程 | CNY | 716 | n/a | 17% | 336 | $48.8 | 332 | $48.1 | -201x | -208x | -600x | 1,990.5x | -221x | -580x | 1,745.6x | 169% | 254% | 50% | n/m | n/m | 0% | -18% | 4% | n/m | n/m | -369% | -18% | 4% | |||||||||||||||
| Fabless | SHSE:688802 | MetaX 沐曦股份 | CNY | 758 | n/a | 24% | 303 | $44.0 | 294 | $42.6 | -348x | -215x | -471x | -4,846x | 460.6x | -400x | -255x | -596x | -2,712x | 439.6x | n/m | n/m | 127% | 135% | 68% | n/m | n/m | -155% | -29% | -3% | 10% | n/m | n/m | -190% | -38% | -2% | 10% | 127 | 403 | 27.8 | 503 | ||||
| Fabless | SHSE:603986 | GigaDevice 兆易创新 | CNY | 313 | 93% | 42% | 222 | $32.2 | 208 | $30.1 | 1,380.4x | 201.7x | 130.7x | 29.1x | 46.7x | 457.7x | 211.0x | 117.9x | 37.8x | 32.8x | -4% | -29% | 28% | 25% | 57% | 25% | 28% | 8% | 13% | 19% | 38% | 35% | 25% | 3% | 15% | 18% | 53% | 26% | 8.9 | 187 | 44.4 | 151 | |||
| Fabless | SHSE:688008 | Montage 澜起科技 | CNY | 173 | 68% | 45% | 214 | $31.0 | 197 | $28.6 | 474.2x | 151.4x | 94.7x | 57.6x | 45.9x | 671.1x | 176.0x | 92.3x | 54.8x | 40.8x | 43% | -38% | 59% | 54% | 33% | 31% | 25% | 13% | 31% | 38% | 48% | 49% | 35% | 20% | 39% | 40% | 50% | 47% | 34.4 | 97.4 | 43.6 | 88.2 | |||
| Fabless | SZSE:301308 | Longsys Electronics 江波龙 | CNY | 401 | 179% | 57% | 168 | $24.4 | 181 | $26.2 | -203x | 337.1x | 159.6x | 87.9x | 87.6x | -198x | 216.5x | 90.1x | 32.7x | 38.1x | -15% | 22% | 72% | 34% | 35% | 13% | 1% | -9% | 5% | 9% | 17% | 13% | 1% | -8% | 3% | 4% | 6% | 5% | 31.6 | 171 | 25.2 | 177 | |||
| Fabless | SHSE:603501 | OmniVision 豪威集团 | CNY | 98.30 | 17% | -22% | 122 | $17.7 | 116 | $16.7 | 220.3x | 36.8x | 27.4x | 31.0x | 21.1x | 65.1x | 26.0x | 19.8x | 21.1x | 15.6x | -17% | 5% | 22% | 19% | -2% | 26% | 10% | 8% | 17% | 19% | 18% | 20% | 5% | 3% | 13% | 15% | 13% | 15% | 59.4 | 131 | 34.4 | 156 | |||
| Fabless | SHSE:688525 | BIWIN Storage 佰维存储 | CNY | 265 | 82% | 125% | 125 | $18.1 | 133 | $19.3 | -200x | 774.1x | 222.7x | 17.3x | 22.7x | -230x | 466.2x | 79.9x | 25.9x | 26.9x | 14% | 20% | 86% | 51% | 152% | 2% | 4% | -16% | 4% | 16% | 20% | 19% | 2% | -17% | 2% | 6% | 28% | 21% | 40.6 | 234 | 50.0 | 225 | |||
| Fabless | SHSE:688521 | VeriSilicon 芯原股份 | CNY | 281 | 143% | 99% | 148 | $21.4 | 148 | $21.4 | -498x | -246x | -428x | 446.5x | 228.3x | -1,256x | -357x | n/m | 241.3x | 131.0x | 25% | -13% | -1% | 53% | 62% | 44% | 5% | -5% | -18% | 1% | 11% | 14% | 3% | -13% | -26% | -10% | 6% | 8% | 189 | 88.2 | 31.3 | 246 | |||
| Fabless | SHSE:688396 | CR Microelectronics 华润微 | CNY | 56.65 | 12% | 6% | 75.2 | $10.9 | 67.6 | $9.8 | 50.9x | 98.7x | 82.8x | 59.5x | 42.0x | 31.6x | 33.1x | 29.7x | 27.7x | 20.6x | 9% | -2% | 2% | 10% | 17% | 13% | 28% | 22% | 20% | 20% | 19% | 22% | 26% | 15% | 8% | 8% | 10% | 12% | 85.9 | 99.6 | 60.4 | 125 | |||
| Fabless | SEHK:1385 | Shanghai Fudan 上海复旦 | HKD | 38.86 | 197% | -16% | 53.1 | $6.8 | 53.9 | $6.9 | 65.3x | 82.1x | 202.3x | 45.0x | 37.0x | 56.0x | 62.8x | 117.5x | 22.5x | 18.8x | 37% | -0% | 2% | 11% | 26% | 16% | 33% | 24% | 21% | 10% | 42% | 43% | 30% | 20% | 16% | 6% | 21% | 22% | 174 | 50.2 | 782 | ||||
| Fabless | SZSE:002049 | Unigroup Guoxin 紫光国微 | CNY | 77.32 | -100% | n/a | 65.0 | $9.4 | 63.1 | $9.1 | 25.7x | 55.1x | 37.5x | 30.7x | 24.3x | 23.4x | 49.9x | 31.0x | 25.5x | 20.4x | 33% | 6% | -27% | 20% | 10% | 26% | 42% | 36% | 23% | 31% | 34% | 34% | 37% | 33% | 21% | 26% | 29% | 29% | 395 | 329 | 261 | 463 | |||
| CN Semi Cap | SHSE:688082 | ACM Research Shanghai | CNY | 154 | 70% | -13% | 73.9 | $10.7 | 71.0 | $10.3 | 81.2x | 64.1x | 46.9x | 41.2x | 25.6x | 81.6x | 56.1x | 43.2x | 41.0x | 23.6x | 77% | 35% | 44% | 24% | 26% | 39% | 22% | 22% | 23% | 24% | 20% | 25% | 23% | 23% | 21% | 23% | 20% | 24% | 128 | 516 | 170 | 474 | |||
| CN Semi Cap | SZSE:002371 | NAURA | CNY | 537 | 52% | 17% | 389 | $56.4 | 393 | $56.9 | 99.8x | 69.2x | 54.0x | 42.2x | 33.8x | 83.9x | 52.7x | 44.5x | 36.1x | 27.0x | 52% | 50% | 36% | 31% | 33% | 21% | 20% | 21% | 25% | 22% | 21% | 23% | 16% | 18% | 19% | 18% | 18% | 18% | 85.7 | 430 | 154 | 362 | |||
| CN Semi Cap | SHSE:688012 | AMEC | CNY | 376 | 39% | n/a | 236 | $34.2 | 228 | $33.1 | 132.1x | 146.0x | 115.0x | 63.7x | 50.4x | 165.8x | 144.4x | 93.7x | 62.1x | 43.1x | 52% | 32% | 45% | 35% | 38% | 30% | 21% | 22% | 17% | 20% | 22% | 24% | 25% | 29% | 18% | 17% | 22% | 21% | 55.0 | 374 | 65.8 | 363 | |||
| CN Semi Cap | SHSE:688072 | Piotech | CNY | 445 | 108% | 33% | 125 | $18.1 | 123 | $17.8 | 189.0x | 182.0x | 125.0x | 64.8x | 48.4x | 361.9x | 257.4x | 93.3x | 63.7x | 41.5x | 125% | 59% | 52% | 54% | 32% | 34% | 10% | 13% | 12% | 21% | 23% | 27% | 22% | 24% | 17% | 16% | 23% | 23% | 93.8 | 120 | 869 | ||||
| CN Semi Cap | SHSE:688037 | Kingsemi | CNY | 232 | 60% | 60% | 46.8 | $6.8 | 46.7 | $6.8 | 186.6x | 230.6x | 153.9x | 183.1x | 326.6x | 84.4x | 67% | 24% | 2% | 35% | 13% | 15% | 8% | 23% | 14% | 15% | 12% | 13% | 126 | 569 | 179 | 516 | |||||||||||||
| CN Semi Cap | SHSE:688120 | Hwatsing Technology | CNY | 197 | 37% | 29% | 69.6 | $10.1 | 65.6 | $9.5 | 96.2x | 68.0x | 59.2x | 51.4x | 39.6x | 92.2x | 65.1x | 50.3x | 41.4x | 31.6x | 105% | 52% | 36% | 35% | 29% | 30% | 28% | 28% | 30% | 28% | 27% | 27% | 30% | 29% | 30% | 25% | 23% | 23% | 63.9 | 531 | 142 | 453 | |||
| CN Semi Cap | SHSE:688147 | Jiangsu Leadmicro Nano | CNY | 79.36 | 123% | 24% | 36.3 | $5.3 | 35.8 | $5.2 | 134.3x | 160.1x | 89.3x | 100.0x | 52.4x | 156.2x | 90.1x | 79.0x | 44.9x | 60% | 145% | 61% | 2% | 13% | 57% | 3% | 14% | 0% | 14% | 14% | 16% | 8% | 16% | 8% | 15% | 12% | 14% | ||||||||
| CN Semi Cap | SHSE:688361 | Skyverse Technology | CNY | 197 | 72% | 29% | 68.8 | $10.0 | 67.6 | $9.8 | 490.5x | n/m | 339.6x | 172.9x | 97.8x | 1,730.5x | -725x | 306.9x | 158.8x | 88.7x | 41% | 75% | 55% | 46% | 53% | 45% | -16% | 4% | -7% | 11% | 14% | 17% | 2% | 16% | -1% | 10% | 13% | 16% | 84.0 | 86.7 | 697 | ||||
| CN Semi Cap | SZSE:300567 | Wuhan Jingce Electronic | CNY | 145 | 25% | 71% | 40.6 | $5.9 | 44.1 | $6.4 | 270.3x | -416x | 203.2x | 112.6x | 72.0x | 270.2x | -1,191x | 103.2x | 53.3x | 36.7x | 13% | -11% | 6% | 25% | 26% | 26% | 7% | 7% | -1% | 13% | 20% | 24% | 10% | 6% | -4% | 6% | 9% | 11% | 253 | 402 | 187 | 468 | |||
| CN Semi Cap | SHSE:600641 | Kingstone (subsidiary of Wanye) | CNY | 27.62 | 16% | 57% | 25.6 | $3.7 | 26.0 | $3.8 | 169.4x | 238.2x | 1,486.5x | 337.6x | 200.4x | 1,134.6x | -135x | -452x | n/m | 378.0x | 32% | -17% | -40% | 60% | 31% | 22% | 25% | 2% | -33% | -6% | -0% | 5% | 37% | 16% | 18% | 2% | 6% | 9% | 91.5 | 161 | 1,211 | ||||
| CN Semi Cap | SHSE:688200 | AccoTest 华峰测控 | CNY | 350 | 84% | 82% | 47.3 | $6.9 | 45.3 | $6.6 | 188.0x | 141.7x | 87.0x | 72.2x | 56.7x | 191.4x | 83.9x | 63.4x | 51.0x | 22% | -35% | 31% | 47% | 25% | 26% | 51% | 34% | 0% | 41% | 43% | 42% | 49% | 36% | 37% | 41% | 39% | 40% | ||||||||
| CN Semi Cap | SZSE:300604 | Changchuan Tech 长川科技 | CNY | 174 | 125% | 65% | 110 | $16.0 | 112 | $16.2 | 2,440.9x | 240.4x | 90.4x | 67.4x | 50.0x | n/m | 206.8x | 73.3x | 51.7x | 37.4x | 70% | -31% | 105% | 47% | 26% | 26% | 17% | -1% | 15% | 29% | 32% | 35% | 18% | 3% | 13% | 23% | 24% | 26% | 145 | 449 | 272 | 322 | |||
| CN Semi Cap | SHSE:688627 | SEICHI 精智达 | CNY | 293 | 201% | 27% | 27.5 | $4.0 | 26.6 | $3.9 | 237.6x | 342.9x | 91.0x | 52.5x | 356.2x | 405.0x | 9% | 29% | 24% | 57% | 10% | 12% | 8% | 0% | 0% | 13% | 18% | 10% | 16% | 18% | 173 | 127 | 178 | 122 | |||||||||||
| CN Semi Cap | SHSE:688729 | E-Town Semi | CNY | 23.61 | n/a | -5% | 69.8 | $10.1 | 67.1 | $9.7 | 225.5x | 129.0x | 220.8x | 83.8x | 44.5x | 31.5x | 47% | -17% | 18% | 13% | 37% | 23% | 8% | 8% | 0% | 15% | 21% | 24% | 8% | 8% | 12% | 0% | 0% | 0% | |||||||||||
| JP Semi Cap | TSE:8035 | TEL | JPY | 44,390 | 42% | 29% | 20,188 | $127 | 19,769 | $124 | 56.4x | 38.4x | 39.5x | 30.8x | 31.4x | 38.5x | 27.5x | 27.3x | 22.1x | 18.2x | 18% | -17% | 26% | 5% | 15% | 6% | 31% | 28% | 31% | 30% | 32% | 36% | 22% | 19% | 23% | 21% | 23% | 21% | 66.6 | 229 | 29.9 | 266 | |||
| JP Semi Cap | TSE:6857 | Advantest | JPY | 28,260 | 113% | 44% | 20,503 | $129 | 20,183 | $127 | 263.7x | 150.4x | 77.7x | 41.6x | 39.4x | 164.0x | 95.4x | 48.6x | 29.3x | 25.8x | 36% | -6% | 37% | 43% | 44% | 8% | 34% | 25% | 31% | 43% | 49% | 51% | 24% | 16% | 20% | 27% | 35% | 34% | 52.7 | 250 | 93.5 | 209 | |||
| JP Semi Cap | TSE:6920 | Lasertec | JPY | 42,690 | 95% | 44% | 3,826 | $24.1 | 3,746 | $23.6 | 69.8x | 47.7x | 48.0x | 49.1x | 36.7x | 46.8x | 31.8x | 32.0x | 31.9x | 27.5x | 45% | 78% | 28% | -5% | -3% | 33% | 38% | 42% | 48% | 50% | 51% | 45% | 26% | 28% | 32% | 34% | 34% | 34% | 44.7 | 545 | 60.1 | 530 | |||
| JP Semi Cap | TSE:6146 | Disco | JPY | 74,010 | 13% | 54% | 8,027 | $50.5 | 7,743 | $48.7 | 107.8x | 66.5x | 64.8x | 46.7x | 36.3x | 65.4x | 42.9x | 42.4x | 30.8x | 26.2x | 18% | 1% | 34% | 10% | 24% | 24% | 42% | 42% | 48% | 44% | 49% | 46% | 28% | 26% | 32% | 30% | 33% | 35% | 39.5 | 415 | 57.9 | 397 | |||
| JP Semi Cap | TSE:7735 | SCREEN | JPY | 10,230 | 61% | 34% | 1,934 | $12.2 | 1,754 | $11.0 | 32.1x | 20.3x | 22.6x | 17.3x | 14.4x | 18.7x | 12.2x | 13.8x | 11.0x | 9.4x | 15% | 4% | 30% | -3% | 19% | 9% | 19% | 20% | 23% | 21% | 22% | 24% | 13% | 13% | 15% | 14% | 16% | 17% | 49.3 | 166 | 39.5 | 176 | |||
| JP Semi Cap | TSE:7729 | Tokyo Seimitsu | JPY | 17,130 | 51% | 54% | 695 | $4.4 | 661 | $4.2 | 36.6x | 25.9x | 30.7x | 24.6x | 21.7x | 22.2x | 18.7x | 18.0x | 14.9x | 12.7x | 15% | -7% | 12% | 9% | 13% | 8% | 25% | 22% | 24% | 23% | 24% | 26% | 16% | 14% | 18% | 14% | 15% | 16% | 64.3 | 306 | 37.3 | 333 | |||
| JP Semi Cap | TSE:6525 | Kokusai | JPY | 6,378 | 156% | 16% | 1,489 | $9.4 | 1,497 | $9.4 | 59.4x | 47.0x | 46.2x | 37.8x | 21.6x | 25.6x | 26.6x | 26.0x | 15.9x | 17% | 6% | 12% | 35% | 0% | 26% | 24% | 22% | 26% | 13% | 14% | 14% | 15% | 19% | 65.1 | 253 | 93.9 | 224 | ||||||||
| JP Semi Cap | TSE:6925 | Ushio | JPY | 3,160 | 18% | 26% | 252 | $1.6 | 234 | $1.5 | 24.5x | 32.2x | 90.4x | 25.3x | 19.3x | 11.2x | 12.2x | 11.8x | 10.7x | 9.2x | 15% | 7% | -2% | -1% | 12% | 9% | 14% | 12% | 11% | 11% | 11% | 12% | 9% | 6% | 4% | 2% | 5% | 6% | 74.8 | 300 | 73.2 | 301 | |||
| JP Semi Cap | TSE:7731 | Nikon | JPY | 1,727 | 6% | -1% | 568 | $3.6 | 656 | $4.1 | 18.7x | 41.0x | 42.4x | 60.2x | 30.6x | 8.6x | 11.2x | 27.5x | 11.0x | 9.3x | 11% | 19% | 0% | -1% | 0% | 2% | 13% | 11% | 8% | 3% | 9% | 10% | 7% | 4% | 2% | 2% | 1% | 3% | 65.6 | 291 | 72.2 | 284 | |||
| CN Semi Cap | ACMR | ACM Research | USD | 48.65 | 167% | 21% | 3.2 | $3.2 | 2.8 | $2.8 | 4% | 41.3x | 30.9x | 27.3x | 23.3x | 17.2x | 27.0x | 17.4x | 20.2x | 15.1x | 10.8x | 50% | 43% | 40% | 15% | 28% | 23% | 17% | 19% | 21% | 15% | 16% | 18% | 10% | 14% | 13% | 13% | 12% | 13% | 157 | 536 | 127 | 565 | ||
| RoW Semi Cap | AMAT | Applied Materials | USD | 383 | 59% | 47% | 304 | $304 | 302 | $302 | 2% | 42.4x | 47.9x | 40.4x | 31.1x | 25.9x | 37.2x | 35.6x | 34.2x | 26.7x | 20.6x | 9% | 1% | 4% | 2% | 20% | 18% | 31% | 31% | 31% | 31% | 34% | 37% | 25% | 27% | 23% | 27% | 29% | 29% | 72.7 | 140 | 40.1 | 173 | ||
| RoW Semi Cap | KLAC | KLAC | USD | 1,816 | 96% | 46% | 238 | $238 | 239 | $239 | 3% | 88.0x | 74.2x | 52.3x | 42.7x | 34.1x | 60.6x | 52.6x | 40.5x | 34.5x | 27.6x | 28% | -8% | 12% | 17% | 19% | 21% | 44% | 41% | 42% | 46% | 46% | 47% | 34% | 28% | 30% | 36% | 37% | 38% | 73.6 | 255 | 33.8 | 294 | ||
| RoW Semi Cap | LRCX | Lam | USD | 249 | 141% | 43% | 311 | $311 | 310 | $310 | 2% | 90.0x | 72.5x | 51.2x | 36.5x | 29.9x | 70.7x | 59.8x | 42.3x | 30.5x | 26.0x | 15% | -25% | 13% | 26% | 32% | 23% | 34% | 31% | 32% | 36% | 38% | 36% | 27% | 24% | 26% | 30% | 32% | 31% | 68.8 | 192 | 29.2 | 232 | ||
| RoW Semi Cap | TER | Teradyne | USD | 306 | 55% | 56% | 48.0 | $48.0 | 47.6 | $47.6 | 3% | 106.9x | 88.4x | 93.7x | 44.0x | 33.0x | 76.0x | 71.4x | 61.9x | 31.3x | 25.0x | -15% | -15% | 5% | 9% | 43% | 23% | 32% | 23% | 24% | 25% | 34% | 35% | 23% | 17% | 19% | 17% | 25% | 27% | 58.0 | 95.1 | 49.7 | 103 | ||
| RoW Semi Cap | ENXTAM:ASML | ASML | EUR | 1,202 | 37% | 31% | 459 | $528 | 453 | $521 | 58.6x | 60.6x | 47.4x | 38.2x | 29.3x | 46.4x | 46.0x | 36.7x | 29.6x | 22.8x | 14% | 30% | 3% | 15% | 20% | 21% | 33% | 35% | 35% | 38% | 39% | 42% | 27% | 28% | 27% | 30% | 31% | 33% | 70.1 | 262 | 67.7 | 265 | |||
| RoW Semi Cap | NasdaqGS:ASML | ASML | USD | 1,394 | 54% | 30% | 537 | $537 | 530 | $530 | 59.6x | 61.7x | 48.3x | 38.8x | 29.9x | 47.2x | 46.8x | 37.4x | 30.1x | 23.2x | 14% | 30% | 3% | 15% | 20% | 21% | 33% | 35% | 35% | 38% | 39% | 42% | 27% | 28% | 27% | 30% | 31% | 33% | 70.1 | 262 | 67.7 | 265 | |||
| Foundry | NYSE:TSM | TSMC | USD | 394 | 49% | 31% | 1,749 | $1,749 | 1,676 | $1,676 | 65.7x | 48.3x | 33.5x | 22.0x | 17.7x | 37.1x | 27.1x | 20.6x | 14.3x | 11.4x | 43% | -5% | 34% | 31% | 36% | 26% | 69% | 67% | 68% | 69% | 73% | 72% | 44% | 39% | 40% | 44% | 49% | 49% | 30.0 | 77.7 | 18.4 | 89.2 | |||
| Foundry | SEHK:981 | SMIC | HKD | 70.90 | 122% | -2% | 698 | $89.5 | 821 | $105 | 99.2x | 181.7x | 125.5x | 91.2x | 67.4x | 38.6x | 30.4x | 22.5x | 17.9x | 14.9x | 34% | -13% | 27% | 16% | 19% | 17% | 53% | 43% | 43% | 50% | 53% | 55% | 25% | 14% | 6% | 8% | 9% | 10% | 23.1 | 158 | 40.1 | 141 | |||
| Foundry | SEHK:1347 | Hua Hong | HKD | 114 | 232% | 52% | 218 | $27.9 | 228 | $29.3 | 99.6x | 480.2x | 375.6x | 153.5x | 108.5x | 45.7x | 76.1x | 43.1x | 30.7x | 24.2x | 52% | -8% | -12% | 20% | 28% | 17% | 41% | 28% | 19% | 28% | 31% | 34% | 18% | 12% | 3% | 3% | 6% | 7% | 51.3 | 134 | 53.4 | 132 | |||
| Foundry | NYSE:UMC | UMC | USD | 12.75 | 22% | 60% | 30.7 | $30.7 | 28.9 | $28.9 | 16.1x | 20.8x | 23.4x | 17.4x | 16.1x | 9.7x | 9.5x | 9.1x | 7.7x | 6.9x | 31% | -20% | 4% | 1% | 14% | 10% | 52% | 43% | 42% | 43% | 45% | 45% | 32% | 27% | 20% | 18% | 21% | 21% | 50.6 | 83.5 | 17.7 | 116 | |||
| Foundry | NasdaqGS:GFS | GlobalFoundries | USD | 62.74 | -16% | 74% | 34.9 | $34.9 | 32.7 | $32.7 | 2% | 34.2x | -132x | 39.2x | 44.2x | 32.9x | 12.3x | 14.7x | 14.3x | 13.5x | 11.7x | 23% | -9% | -9% | 0% | 7% | 10% | 35% | 36% | 33% | 34% | 34% | 35% | 18% | 14% | -4% | 13% | 11% | 13% | 66.2 | 112 | 32.0 | 146 | ||
| Foundry | TWSE:6770 | PSMC | TWD | 51.90 | 152% | 29% | 219 | $6.9 | 260 | $8.1 | -133x | -32x | -32x | 8.5x | 12.2x | 93.6x | 198.3x | 65.5x | 10.0x | 9.4x | 16% | -42% | 2% | 6% | 45% | 19% | 42% | 6% | 3% | 8% | 38% | 34% | 28% | -4% | -15% | -14% | 38% | 22% | 53.6 | 79.2 | 23.6 | 109 | |||
| Chip | CPU | SHSE:688047 | Loogson 龙芯中科 | CNY | 166 | -4% | 25% | 66.6 | $9.6 | 66.2 | $9.6 | -202x | -106x | -206x | 429.5x | -161x | -39% | -32% | -0% | 25% | 45% | 38% | -15% | -81% | 0% | 0% | 0% | 0% | 7% | -65% | -124% | -51% | 0% | 12% | |||||||||||
| Chip | CPU | SHSE:688041 | Hygon 海光信息 | CNY | 296 | 46% | 32% | 687 | $99.6 | 687 | $99.5 | 544.0x | 355.9x | 219.3x | 141.4x | 98.9x | 345.6x | 182.3x | 168.0x | 112.3x | 75.1x | 122% | 17% | 52% | 59% | 56% | 35% | 32% | 33% | 41% | 28% | 27% | 30% | 16% | 21% | 21% | 22% | 21% | 23% | 75.9 | 348 | 24.9 | 399 | ||
| Chip | GPU | SHSE:688256 | Cambricon 寒武纪 | CNY | 1,700 | 107% | 20% | 717 | $104 | 711 | $103 | -845x | -1,585x | 349.7x | 118.3x | 69.9x | -801x | -1,300x | 329.6x | 113.9x | 58.0x | 1% | -3% | 66% | 477% | 165% | 65% | -193% | -125% | -47% | 32% | 35% | 41% | -172% | -120% | -39% | 30% | 34% | 34% | 159 | 46.8 | 744 | |||
| Chip | GPU | SHSE:688795 | Moore Threads | CNY | 716 | n/a | 17% | 336 | $48.8 | 332 | $48.1 | -201x | -208x | -600x | 1,990.5x | -221x | -580x | 1,745.6x | 169% | 254% | 50% | n/m | n/m | 0% | -18% | 4% | n/m | n/m | -369% | -18% | 4% | ||||||||||||||
| Chip | GPU | SHSE:688802 | MetaX Integrated Circuits | CNY | 758 | n/a | 24% | 303 | $44.0 | 294 | $42.6 | -348x | -215x | -471x | -4,846x | 460.6x | -400x | -255x | -596x | -2,712x | 439.6x | n/m | n/m | 127% | 135% | 68% | n/m | n/m | -155% | -29% | -3% | 10% | n/m | n/m | -190% | -38% | -2% | 10% | 127 | 403 | 27.8 | 503 | |||
| Chip | GPU | SEHK:6082 | Biren Technology | HKD | 46.60 | n/a | n/a | 114 | $14.6 | 143 | $18.3 | -58x | -65x | -97x | -108x | 278.3x | -127x | -160x | -143x | -106x | 399.4x | n/m | 443% | 186% | 168% | 155% | n/m | n/m | -235% | -92% | -46% | 5% | n/m | n/m | -457% | -108% | -36% | 5% | 71.1 | 23.0 | 838 | ||||
| Chip | GPU | NVDA | NVDA | USD | 209 | 36% | 12% | 5,084 | $5,084 | 5,033 | $5,033 | 1% | 170.8x | 69.8x | 45.2x | 25.2x | 19.4x | 146.0x | 60.4x | 36.5x | 20.0x | 15.5x | 0% | 126% | 114% | 64% | 73% | 31% | 26% | 57% | 64% | 64% | 68% | 67% | 16% | 49% | 56% | 53% | 54% | 54% | |||||
| Optical | Transceivers | SZSE:300308 | InnoLight 中际旭创 | CNY | 858 | 382% | 36% | 955 | $138 | 947 | $137 | 439.3x | 184.6x | 90.1x | 31.6x | 21.8x | 367.9x | 144.7x | 70.8x | 24.0x | 16.8x | 25% | 11% | 123% | 57% | 155% | 40% | 17% | 24% | 27% | 36% | 41% | 42% | 13% | 20% | 22% | 28% | 32% | 33% | 58.8 | 131 | 55.7 | 134 | ||
| Optical | Transceivers | SZSE:300502 | Eoptolink 新易盛 | CNY | 526 | 418% | 18% | 523 | $75.7 | 515 | $74.6 | 759.3x | 184.2x | 53.2x | 27.0x | 20.2x | 637.4x | 159.1x | 46.7x | 23.9x | 18.0x | 14% | -6% | 179% | 190% | 87% | 29% | 27% | 26% | 37% | 44% | 46% | 47% | 27% | 22% | 33% | 39% | 41% | 43% | 70.2 | 192 | 79.3 | 183 | ||
| Optical | Transceivers | SZSE:002281 | Accelink 光迅科技 | CNY | 144 | 27% | 105% | 116 | $16.9 | 113 | $16.3 | 188.0x | 176.0x | 110.6x | 76.1x | 58.4x | 150.1x | 123.2x | 72.7x | 52.3x | 40.5x | 7% | -12% | 36% | 39% | 31% | 22% | 11% | 12% | 11% | 13% | 14% | 15% | 9% | 10% | 8% | 9% | 10% | 11% | 130 | 161 | 132 | 159 | ||
| Optical | Ceramics | TSE:5344 | Maruwa | JPY | 73,480 | -12% | 72% | 907 | $5.7 | 839 | $5.3 | 66.2x | 48.8x | 47.1x | 36.3x | 29.6x | 38.2x | 26.2x | 19.1x | 16.2x | 16% | 1% | 18% | 1% | 26% | 13% | 40% | 37% | 0% | 45% | 49% | 52% | 27% | 23% | 27% | 27% | 28% | 31% | 81.6 | 121 | 48.4 | 155 | |||
| Optical | Ceramics | SZSE:003031 | Sinopack 中瓷 | CNY | 124 | 35% | 68% | 55.7 | $8.1 | 52.2 | $7.6 | 113.7x | 103.3x | 85.6x | 69.2x | 58.6x | 72.6x | 148% | 7% | -1% | 26% | 19% | 18% | 27% | 27% | 0% | 0% | 0% | 0% | 18% | 18% | 20% | 20% | 20% | 20% | ||||||||||
| Optical | CW | SHSE:688498 | 源杰科技 | CNY | 1,571 | 358% | 138% | 135 | $19.5 | 134 | $19.4 | n/m | n/m | 835.4x | 169.0x | 135.6x | n/m | n/m | 547.6x | 124.1x | 103.2x | 22% | -49% | 75% | 129% | 203% | 25% | 45% | 10% | 5% | 42% | 62% | 60% | 35% | 13% | -2% | 28% | 46% | 45% | ||||||
| Optical | Optical fiber/connector | TSE:5803 | Fujikura | JPY | 5,971 | 166% | 105% | 9,886 | $62.2 | 9,895 | $62.2 | 327.4x | 133.0x | 73.6x | 48.7x | 35.3x | 104.7x | 73.9x | 50.7x | 31.9x | 24.6x | 19% | 1% | 15% | 24% | 16% | 14% | 12% | 12% | 15% | 17% | 24% | 27% | 8% | 4% | 8% | 12% | 16% | 19% | 71.1 | 79.7 | 45.3 | 105 | ||
| Optical | Optical fiber/connector | TSE:5802 | Sumitomo Electric Industries | JPY | 10,190 | 122% | 61% | 7,947 | $50.0 | 8,573 | $53.9 | 59.2x | 42.7x | 32.3x | 21.8x | 21.5x | 19.6x | 17.2x | 15.8x | 12.9x | 11.5x | 17% | 12% | 7% | 5% | 5% | 5% | 9% | 10% | 11% | 11% | 13% | 14% | 3% | 3% | 4% | 5% | 7% | 7% | 67.6 | 92.3 | 46.0 | 114 | ||
| Optical | Optical fiber/connector | TSE:5801 | Furukawa Electric | JPY | 42,370 | 50% | 323% | 2,981 | $18.7 | 3,241 | $20.4 | -2,847x | 101.4x | 64.8x | 47.1x | 39.5x | 62.3x | 39.5x | 34.9x | 25.6x | 23.2x | 14% | 0% | 12% | 6% | 6% | 7% | 5% | 5% | 7% | 7% | 10% | 10% | 2% | -0% | 3% | 4% | 5% | 5% | 75.8 | 74.0 | 48.9 | 101 | ||
| Optical | Optical fiber/connector | GLW | Corning Inc | USD | 152 | 88% | 71% | 130 | $130 | 138 | $138 | 2% | 224.6x | 257.9x | 81.2x | 56.4x | 40.0x | 54.0x | 51.7x | 31.1x | 26.9x | 21.9x | 1% | -11% | 4% | 25% | 16% | 17% | 23% | 20% | 20% | 27% | 27% | 29% | 9% | 5% | 4% | 10% | 12% | 15% | 50.6 | 114 | 61.5 | 103 | |
| Optical | Optical fiber/connector | SEHK:6869 | YOFC (Yangtze Optical Fibre and Cable) | HKD | 199 | 289% | 283% | 246 | $31.6 | 253 | $32.4 | 167.9x | 322.3x | 248.5x | 136.9x | 88.8x | 149.4x | 140.6x | 87.9x | 74.9x | 63.1x | 45% | -3% | -9% | 15% | 36% | 21% | 11% | 11% | 13% | 18% | 16% | 15% | 8% | 10% | 6% | 6% | 8% | 11% | 187 | 124 | 124 | 186 | ||
| Optical | Optical fiber/connector | SHSE:600487 | Hengtong Optic-Electric | CNY | 65.70 | 42% | 169% | 161 | $23.3 | 168 | $24.4 | 74.6x | 58.0x | 52.2x | 30.9x | 30.7x | 42.2x | 32.3x | 29.0x | 20.6x | 19.3x | 13% | 2% | 26% | 15% | 19% | 15% | 7% | 8% | 9% | 8% | 10% | 9% | 3% | 5% | 5% | 4% | 6% | 6% | 125 | 60.9 | 75.3 | 110 | ||
| Optical | Optical fiber/connector | SHSE:600498 | Fiberhome | CNY | 46.68 | 47% | 60% | 63.4 | $9.2 | 72.3 | $10.5 | 125.5x | 90.2x | 64.9x | 56.9x | 50.4x | 51.8x | 36.3x | 34.3x | 27.7x | 23.7x | 17% | 1% | -8% | 5% | 5% | 7% | 4% | 4% | 7% | 7% | 8% | 9% | 1% | 2% | 2% | 3% | 4% | 4% | 200 | 154 | 240 | 115 | ||
| Optical | Optical fiber/connector | SHSE:600522 | ZTT (Jiangsu Zhongtian Technology) | CNY | 33.12 | 24% | 83% | 112 | $16.3 | 102 | $14.8 | 36.1x | 39.6x | 35.7x | 24.8x | 19.6x | 23.8x | 24.3x | 19.5x | 14.6x | 11.6x | -13% | 12% | 7% | 12% | 16% | 15% | 12% | 10% | 9% | 10% | 11% | 12% | 8% | 7% | 6% | 6% | 7% | 8% | 118 | 48.0 | 93.6 | 72.8 | ||
| DC | GDS | GDS | USD | 41.54 | 47% | 20% | 8.3 | $8.3 | 13.4 | $13.4 | 6% | -13x | 16.8x | 37.3x | 193.9x | 117.0x | 22.1x | 21.0x | 17.2x | 15.8x | 13.9x | 19% | 6% | 6% | 11% | 11% | 14% | 42% | 43% | 43% | 47% | 46% | 46% | -16% | -44% | 33% | 13% | 2% | 3% | 97.8 | |||||
| DC | VNET | VNET | USD | 8.30 | 69% | -2% | 2.4 | $2.4 | 5.9 | $5.9 | 12% | -6x | 89.0x | -30x | 179.4x | 47.6x | 24.2x | 18.2x | 14.1x | 11.0x | 8.7x | 14% | 5% | 11% | 18% | 20% | 19% | 24% | 23% | 27% | 30% | 32% | 33% | -11% | -36% | 2% | -6% | 1% | 2% | 74.7 | 40.0 | ||||
| DC | KC | Kingsoft Cloud | USD | 14.89 | -9% | 42% | 4.5 | $4.5 | 5.1 | $5.1 | 2% | -14x | -16x | -27x | -32x | -39x | -69x | 79.6x | 16.9x | 10.6x | 7.7x | -10% | -14% | 10% | 22% | 29% | 21% | -13% | -7% | 6% | 22% | 27% | 31% | -32% | -31% | -25% | -12% | -8% | -5% | 112 | 105 | ||||
| DC | SZSE:300383 | Sinnet | CNY | 15.90 | -12% | 28% | 28.6 | $4.1 | 33.2 | $4.8 | 73.7x | 74.9x | -661x | 67.6x | 59.3x | 25.4x | 22.5x | 19.2x | 16.5x | -7% | 9% | -7% | -0% | 4% | 20% | 18% | 17% | 0% | 20% | 23% | 22% | -12% | 5% | 5% | -1% | 6% | 5% | ||||||||
| DC | SHSE:603881 | Shanghai @hub | CNY | 36.91 | 68% | 23% | 26.5 | $3.8 | 27.4 | $4.0 | 215.6x | 200.6x | 158.0x | 121.9x | 99.0x | 27.3x | 26.5x | 24.7x | 20.7x | 21.3x | 17% | 6% | 12% | 6% | 9% | 6% | 65% | 65% | 60% | 61% | 67% | 61% | 8% | 8% | 8% | 9% | 11% | 13% | 113 | 36.2 | 95.7 | 54.0 | |||
| DC | SZSE:300738 | Aofei Data | CNY | 24.94 | 20% | 35% | 24.6 | $3.6 | 32.4 | $4.7 | 173.9x | 198.0x | 121.8x | 74.6x | 56.9x | 61.0x | 42.3x | 26.2x | 20.0x | 17.2x | -9% | 22% | 62% | 19% | 28% | 23% | 31% | 40% | 35% | 48% | 49% | 47% | 15% | 11% | 6% | 8% | 10% | 11% | 81.9 | 7.0 | 143 | -54.5 | |||
| DC | SZSE:300442 | Range | CNY | 89.06 | -5% | 73% | 128 | $18.6 | 152 | $22.1 | 72.9x | 71.8x | 49.0x | 45.5x | 33.0x | 69.6x | 54.5x | 28.2x | 31.7x | 22.1x | 33% | 60% | 0% | 41% | 31% | 23% | 56% | 50% | 64% | 88% | 60% | 70% | 44% | 40% | 41% | 43% | 35% | 39% | 90.7 | 208 | 210 | 89.1 | |||
| DC | SEHK:1686 | SUNeVision | HKD | 6.11 | 9% | 35% | 24.9 | $3.2 | 41.8 | $5.4 | 27.5x | 26.1x | 23.8x | 20.6x | 16.8x | 26.9x | 23.4x | 19.1x | 17.1x | 14.3x | 13% | 15% | 13% | 8% | 9% | 18% | 63% | 62% | 63% | 71% | 73% | 74% | 40% | 36% | 33% | 34% | 36% | 38% | 63.9 | 1.4 | 9.3 | 56.0 | |||
| DC | EQIX | Equinix, Inc. | USD | 1,089 | -18% | 41% | 107 | $107 | 129 | $129 | 2% | 110.8x | 131.8x | 73.8x | 64.8x | 58.7x | 39.2x | 35.7x | 28.4x | 24.8x | 22.5x | 14% | 15% | 7% | 6% | 10% | 9% | 39% | 40% | 41% | 49% | 51% | 51% | 10% | 12% | 9% | 16% | 16% | 16% | 12.1 | |||||
| DC | DLR | Digital Realty Trust, Inc. | USD | 195 | -11% | 24% | 67.9 | $67.9 | 87.4 | $87.4 | 2% | 71.5x | 112.7x | 53.1x | 95.7x | 82.5x | 36.6x | 36.4x | 26.4x | 24.0x | 21.7x | 4% | 16% | -0% | 11% | 12% | 11% | 48% | 44% | 44% | 55% | 54% | 54% | 8% | 17% | 11% | 21% | 10% | 11% | 103 | 289 | ||||
| DC | NXT | Nextpower Inc. | USD | 114 | 135% | 31% | 17.0 | $17.0 | 16.1 | $16.1 | 5% | 134.5x | 30.4x | 29.5x | 30.5x | 27.3x | 44.3x | 22.0x | 18.6x | 18.2x | 15.5x | 38% | 25% | 21% | 27% | 7% | 13% | 8% | 16% | 26% | 25% | 24% | 24% | 5% | 6% | 20% | 16% | 15% | 15% | 96.0 | 41.6 | 73.9 | 63.7 | ||
| DC infra | Power | Energy Storage | SZSE:300750 | CATL | CNY | 436 | 38% | 18% | 1,991 | $289 | 1,742 | $252 | 45.1x | 39.2x | 28.7x | 21.4x | 17.8x | 24.0x | 20.6x | 17.4x | 12.9x | 10.9x | 152% | 22% | -10% | 17% | 41% | 16% | 12% | 18% | 23% | 24% | 23% | 23% | 9% | 11% | 14% | 16% | 15% | 16% | 127 | 69.9 | 248 | -50.8 | |
| DC infra | Power | Supplier to gas turbine | SHSE:603308 | Yingliu 应流 | CNY | 75.58 | 199% | 75% | 51.3 | $7.4 | 56.8 | $8.2 | 169.2x | 179.2x | 124.5x | 79.8x | 49.3x | 90.6x | 87.7x | 71.0x | 53.7x | 38.6x | 8% | 10% | 4% | 18% | 31% | 39% | 23% | 26% | 26% | 27% | 27% | 27% | 18% | 13% | 11% | 14% | 16% | 19% | 166 | 437 | 176 | 426 | |
| DC infra | Power | Transformer/Switchgear | SHSE: 688676 | Jinpan | CNY | 88.10 | 115% | -3% | 40.4 | $5.9 | 41.4 | $6.0 | 80.1x | 70.4x | 54.5x | 45.8x | 33.9x | 56.4x | 48.5x | 37.7x | 33.1x | 24.9x | 44% | 41% | 3% | 26% | 2% | 26% | 7% | 11% | 12% | 13% | 14% | 15% | 6% | 8% | 8% | 9% | 10% | 11% | 186 | 135 | 159 | 162 | |
| DC infra | Power | Transformer/Switchgear | SZSE: 301291 | Mingyang | CNY | 58.94 | -8% | 37% | 18.4 | $2.7 | 16.6 | $2.4 | 37.2x | 27.8x | 23.7x | 18.8x | 14.9x | 28.9x | 19.3x | 15.1x | 12.0x | 59% | 54% | 30% | 22% | 21% | 21% | 10% | 12% | 0% | 11% | 12% | 12% | 8% | 10% | 10% | 10% | 10% | 11% | ||||||
| DC infra | Power | Transformer/Switchgear | SZSE: 002922 | Eaglerise | CNY | 39.54 | 63% | 27% | 16.6 | $2.4 | 18.5 | $2.7 | 79.4x | 56.9x | 58.8x | 34.4x | 25.6x | 51.0x | 45.2x | 32.6x | 21.0x | 16.8x | 27% | 29% | 28% | 27% | 19% | 25% | 8% | 10% | 9% | 10% | 13% | 13% | 7% | 6% | 6% | 5% | 7% | 7% | 166 | 60.0 | 122 | 103 | |
| DC infra | Power | Transformer/Switchgear | SZSE:002028 | Sieyuan 思源 | CNY | 195 | 112% | 25% | 153 | $22.1 | 146 | $21.2 | 97.9x | 74.5x | 52.4x | 34.2x | 26.2x | 77.7x | 57.6x | 39.6x | 27.1x | 20.3x | 21% | 18% | 24% | 29% | 45% | 22% | 13% | 15% | 16% | 19% | 19% | 20% | 12% | 13% | 13% | 15% | 15% | 16% | 166 | 109 | 186 | 89.3 | |
| DC infra | Power | Transformer/Switchgear | SZSE:002270 | Huaming 华明装备 | CNY | 24.49 | 48% | -3% | 21.6 | $3.1 | 21.6 | $3.1 | 39.8x | 35.2x | 29.6x | 25.6x | 21.2x | 32.7x | 29.3x | 23.4x | 19.6x | 16.9x | 12% | 15% | 18% | 10% | 10% | 18% | 28% | 34% | 32% | 36% | 39% | 39% | 21% | 28% | 26% | 29% | 30% | 31% | 196 | 115 | 122 | 189 | |
| DC infra | Power | Transformer/Switchgear | SWX:ABBN | ABB | CHF | 77.86 | 21% | 31% | 139 | $174 | 142 | $178 | 46.4x | 44.2x | 37.9x | 25.8x | 29.0x | 31.5x | 31.3x | 25.9x | 21.8x | 20.1x | 2% | 9% | -5% | 10% | 11% | 8% | 15% | 17% | 19% | 20% | 22% | 22% | 8% | 12% | 13% | 14% | 18% | 15% | 90.0 | 114 | 97.7 | 106 | |
| DC infra | Power | Transformer/Switchgear | XTRA:ENR | Siemens Energy | EUR | 176 | 139% | 47% | 150 | $172 | 142 | $164 | -60x | -892x | 78.5x | 39.3x | 30.8x | -84x | 99.5x | 33.5x | 18.9x | 15.8x | 8% | 5% | 13% | 12% | 13% | 13% | 1% | -5% | 4% | 11% | 17% | 18% | -3% | -8% | -0% | 5% | 8% | 9% | 115 | 119 | 72.3 | 162 | |
| DC infra | Power | Transformer/Switchgear | NYSE:GEV | GE Vernova | USD | 1,063 | 100% | 61% | 286 | $286 | 281 | $281 | 3% | -652x | 184.1x | 132.1x | 33.4x | 43.5x | 265.7x | 126.7x | 84.1x | 45.1x | 30.0x | -10% | 12% | 5% | 7% | 22% | 14% | -3% | 3% | 6% | 9% | 14% | 18% | -9% | -1% | 4% | 6% | 19% | 13% | 148 | 108 | 74.3 | 181 |
| DC infra | Power | Transformer/Switchgear | VRT | Vertiv | USD | 306 | 41% | 86% | 118 | $118 | 118 | $118 | 3% | 255.6x | 237.2x | 86.3x | 51.8x | 37.3x | 99.6x | 71.2x | 53.3x | 34.6x | 26.1x | 14% | 21% | 17% | 28% | 36% | 26% | 9% | 17% | 21% | 22% | 25% | 26% | 1% | 7% | 6% | 13% | 16% | 18% | 102 | 76.7 | 77.5 | 102 |
| DC infra | Power | Transformer/Switchgear | ENXTPA:SU | Schneider Electric | EUR | 267 | -1% | 13% | 153 | $175 | 168 | $193 | 38.1x | 35.8x | 33.9x | 28.8x | 24.6x | 24.8x | 22.4x | 19.9x | 18.0x | 16.0x | 18% | 5% | 6% | 5% | 8% | 9% | 19% | 19% | 20% | 21% | 22% | 22% | 10% | 11% | 11% | 11% | 12% | 13% | 82.9 | 83.0 | 88.3 | 77.7 | |
| DC infra | Power | Transformer/Switchgear | ETN | Eaton | USD | 411 | -3% | 28% | 159 | $159 | 169 | $169 | 2% | 49.5x | 42.0x | 38.5x | 34.0x | 28.7x | 34.8x | 30.3x | 26.1x | 22.5x | 19.4x | 6% | 12% | 7% | 10% | 14% | 10% | 19% | 21% | 22% | 24% | 24% | 25% | 12% | 14% | 15% | 15% | 15% | 16% | 71.4 | 94.8 | 81.2 | 85.0 |
| DC infra | Power | UPS | SZSE: 002518 | Kstar | CNY | 46.55 | 105% | -5% | 27.1 | $3.9 | 25.6 | $3.7 | 32.1x | 68.8x | 43.3x | 29.8x | 22.1x | 25.2x | 56.8x | 31.7x | 22.4x | 16.8x | 57% | 24% | -24% | 26% | 36% | 32% | 18% | 19% | 11% | 15% | 16% | 16% | 15% | 16% | 9% | 12% | 13% | 13% | 140 | 132 | 206 | 65.7 | |
| DC infra | Power | UPS | SZSE: 002335 | Kehua Data | CNY | 60.89 | 90% | 7% | 31.4 | $4.5 | 30.4 | $4.4 | 61.8x | 99.6x | 59.4x | 36.6x | 25.9x | 26.6x | 35.7x | 27.8x | 20.9x | 16.4x | 16% | 44% | -5% | 25% | 2% | 25% | 17% | 14% | 11% | 11% | 15% | 15% | 4% | 6% | 4% | 5% | 9% | 10% | 171 | 42.1 | 255 | -41.4 | |
| DC infra | Power | UPS | SZSE: 002364 | Zhongheng | CNY | 40.79 | 130% | 55% | 23.0 | $3.3 | 22.5 | $3.3 | 583.7x | 209.6x | 144.5x | 88.7x | 62.8x | 431.5x | -12% | -3% | 26% | 23% | 27% | 29% | -1% | 3% | 0% | 0% | 0% | 0% | -3% | 3% | 6% | 7% | 9% | 9% | |||||||||
| DC infra | Power | UPS | VRT | Vertiv | USD | 306 | 41% | 86% | 118 | $118 | 118 | $118 | 3% | 255.6x | 237.2x | 86.3x | 51.8x | 37.3x | 99.6x | 71.2x | 53.3x | 34.6x | 26.1x | 14% | 21% | 17% | 28% | 36% | 26% | 9% | 17% | 21% | 22% | 25% | 26% | 1% | 7% | 6% | 13% | 16% | 18% | 102 | 76.7 | 77.5 | 102 |
| DC infra | Power | UPS | ENXTPA:SU | Schneider Electric | EUR | 267 | -1% | 13% | 153 | $175 | 168 | $193 | 38.1x | 35.8x | 33.9x | 28.8x | 24.6x | 24.8x | 22.4x | 19.9x | 18.0x | 16.0x | 18% | 5% | 6% | 5% | 8% | 9% | 19% | 19% | 20% | 21% | 22% | 22% | 10% | 11% | 11% | 11% | 12% | 13% | 82.9 | 83.0 | 88.3 | 77.7 | |
| DC infra | Power | UPS | ETN | Eaton | USD | 411 | -3% | 28% | 159 | $159 | 169 | $169 | 2% | 49.5x | 42.0x | 38.5x | 34.0x | 28.7x | 34.8x | 30.3x | 26.1x | 22.5x | 19.4x | 6% | 12% | 7% | 10% | 14% | 10% | 19% | 21% | 22% | 24% | 24% | 25% | 12% | 14% | 15% | 15% | 15% | 16% | 71.4 | 94.8 | 81.2 | 85.0 |
| DC infra | Power | Generator | SZSE: 000338 | Wechai Power | CNY | 31.20 | 25% | 80% | 274 | $39.8 | 273 | $39.5 | 30.4x | 24.1x | 22.2x | 19.1x | 16.5x | 11.0x | 9.4x | 9.3x | 8.3x | 7.3x | -20% | 22% | 1% | 7% | 12% | 5% | 8% | 12% | 13% | 13% | 13% | 14% | 3% | 4% | 5% | 5% | 6% | 6% | 87.7 | 80.0 | 198 | -30.5 | |
| DC infra | Power | Generator | SEHK:2338 | Wechai Power | HKD | 38.64 | 60% | 104% | 315 | $40.3 | 313 | $40.1 | 30.9x | 24.4x | 22.5x | 19.4x | 16.7x | 11.2x | 9.6x | 9.5x | 8.4x | 7.4x | -20% | 22% | 1% | 7% | 12% | 5% | 8% | 12% | 13% | 13% | 13% | 14% | 3% | 4% | 5% | 5% | 6% | 6% | 87.7 | 80.0 | 198 | -30.5 | |
| DC infra | Power | Generator | SZSE: 000880 | Weichai Heavy Machinery | CNY | 30.90 | 110% | 13% | 14.3 | $2.1 | 12.1 | $1.8 | 86.1x | 99.0x | 69.5x | 75.3x | 1% | 9% | 11% | 6% | 5% | 4% | 4% | 4% | 3% | 88.5 | 71.1 | 266 | -107 | ||||||||||||||||
| DC infra | Power | Generator | CYD | Yuchai International | USD | 40.08 | 239% | 13% | 1.5 | $1.5 | 1.4 | $1.4 | 1% | 36.3x | 32.1x | 16.3x | 14.1x | 12.2x | 9.8x | 8.4x | 5.3x | 4.5x | 4.1x | -25% | 13% | 6% | 38% | 6% | 9% | 6% | 6% | 6% | 7% | 8% | 8% | 1% | 2% | 2% | 2% | 3% | 3% | 161 | 104 | 103 | 162 |
| DC infra | Power | Generator | PSIX | Power Solutions International, Inc. | USD | 66.96 | 95% | 13% | 1.5 | $1.5 | 1.7 | $1.7 | 7% | 58.7x | 22.3x | 12.5x | 14.5x | 11.5x | 33.1x | 20.1x | 14.3x | 11.8x | 9.6x | 5% | -5% | 4% | 47% | 26% | 16% | 7% | 11% | 17% | 17% | 16% | 17% | 2% | 6% | 15% | 18% | 12% | 13% | 66.5 | 97.6 | 66.7 | 97.3 |
| DC infra | Power | Generator | CAT | Caterpillar | USD | 810 | 59% | 40% | 377 | $377 | 412 | $412 | 2% | 36.5x | 34.9x | 43.1x | 35.1x | 30.0x | 26.0x | 26.2x | 30.5x | 26.3x | 22.3x | 17% | 13% | -3% | 2% | 11% | 9% | 20% | 24% | 24% | 20% | 21% | 23% | 11% | 15% | 17% | 13% | 15% | 16% | 56.9 | 152 | 70.5 | 138 |
| DC infra | Power | Generator | CMI | Cummins | USD | 639 | 47% | 24% | 88.3 | $88.3 | 93.9 | $93.9 | 1% | 120.2x | 22.4x | 28.7x | 24.4x | 20.9x | 40.9x | 19.4x | 16.3x | 14.7x | 12.9x | 17% | 21% | 0% | -2% | 7% | 8% | 12% | 7% | 14% | 17% | 18% | 19% | 8% | 2% | 12% | 9% | 10% | 11% | 57.8 | 81.8 | 58.7 | 80.9 |
| DC infra | Power | Generator | LSE:RR. | Rolls-Royce | GBP | 11.76 | 102% | 2% | 91.1 | $121 | 89.2 | $119 | 37.8x | 36.1x | 18.6x | 30.2x | 26.8x | 38.4x | 31.3x | 21.5x | 18.2x | 16.2x | 21% | 22% | 15% | 4% | 14% | 10% | 9% | 14% | 15% | 21% | 22% | 22% | -9% | 15% | 13% | 25% | 13% | 14% | 85.9 | 124 | 51.1 | 159 | |
| DC infra | Liquid cooling system | SZSE:301018 | SHENLING | CNY | 117 | 63% | 77% | 31.1 | $4.5 | 31.9 | $4.6 | 296.3x | 268.9x | 136.6x | 78.3x | 56.1x | 158.2x | 100.4x | 54.8x | 40.9x | 24% | 13% | 20% | 33% | 40% | 32% | 10% | 8% | 0% | 8% | 10% | 11% | 7% | 4% | 4% | 6% | 7% | 8% | |||||||
| DC infra | Liquid cooling system | SZSE:300499 | GOALAND | CNY | 38.45 | 49% | 22% | 11.7 | $1.7 | 11.6 | $1.7 | -369x | -233x | -308x | 13% | -70% | 21% | 2% | -7% | 0% | 15% | -6% | -7% | ||||||||||||||||||||||
| DC infra | Liquid cooling system | SZSE:002837 | Envicool | CNY | 94.60 | 261% | -16% | 92.5 | $13.4 | 93.1 | $13.5 | 268.8x | 204.3x | 150.5x | 85.6x | 52.8x | 190.9x | 159.5x | 113.2x | 62.3x | 40.6x | 31% | 21% | 30% | 41% | 55% | 50% | 12% | 14% | 13% | 13% | 15% | 15% | 10% | 10% | 10% | 10% | 11% | 12% | 214 | 87.0 | 171 | 130 | ||
| DC infra | Liquid cooling system | SZSE:002272 | Chuanrun | CNY | 17.30 | 66% | -5% | 8.4 | $1.2 | 9.3 | $1.3 | -132x | -73x | 248.5x | 513.7x | 11% | -2% | -4% | 4% | 2% | 1% | 1% | -4% | -7% | 291 | 123 | 137 | 277 | |||||||||||||||||
| DC infra | Liquid cooling system | SHSE:603912 | Canatal | CNY | 10.58 | -0% | 22% | 5.7 | $0.83 | 5.3 | $0.76 | 162.1x | 159.9x | 401.9x | 155.2x | -6% | 2% | 27% | 5% | 2% | 4% | 6% | 6% | 4% | 203 | 226 | 201 | 228 | |||||||||||||||||
| DC infra | Liquid cooling system | SZSE:300249 | Yimikang | CNY | 17.56 | 9% | 18% | 7.7 | $1.1 | 8.0 | $1.2 | -36x | -88x | -66x | -169x | -39% | -9% | 43% | -8% | -15% | -4% | -4% | -27% | -8% | 205 | 87.2 | 224 | 68.3 | |||||||||||||||||
| DC infra | Liquid cooling system | VRT | Vertiv | USD | 306 | 41% | 86% | 118 | $118 | 118 | $118 | 3% | 255.6x | 237.2x | 86.3x | 51.8x | 37.3x | 99.6x | 71.2x | 53.3x | 34.6x | 26.1x | 14% | 21% | 17% | 28% | 36% | 26% | 9% | 17% | 21% | 22% | 25% | 26% | 1% | 7% | 6% | 13% | 16% | 18% | 102 | 76.7 | 77.5 | 102 | |
| DC infra | Liquid cooling system | ENXTPA:SU | Schneider Electric | EUR | 267 | -1% | 13% | 153 | $175 | 168 | $193 | 38.1x | 35.8x | 33.9x | 28.8x | 24.6x | 24.8x | 22.4x | 19.9x | 18.0x | 16.0x | 18% | 5% | 6% | 5% | 8% | 9% | 19% | 19% | 20% | 21% | 22% | 22% | 10% | 11% | 11% | 11% | 12% | 13% | 82.9 | 83.0 | 88.3 | 77.7 | ||