| 1 |
Shenzhen Mindray Bio-Medical Electronics Co Ltd Class A
300760 · Shenzhen
|
$27B |
95/100
Elite
|
30.1%low 21.4% |
10 yr+ |
Net cash |
64% |
Mindray Bio-Medical: The Transition Is Real, But So Is the Price TagJul 19, 2026 · Hold |
FY2025 |
| 2 |
Jiangsu Hengrui Medicine Co Ltd
600276 · Shanghai
|
$50B |
83/100
Elite
|
16.5%low 10.3% |
10 yr+ |
Net cash |
86% |
Hengrui Pharmaceuticals: A Fortress Innovation Platform, But RMB 50 Already Pays for the UpgradeJun 26, 2026 · Hold |
FY2025 |
| 3 |
Foxconn Industrial Internet Co Ltd
601138 · Shanghai
|
$158B |
82/100
Elite
|
22.0%low 15.0% |
10 yr+ |
Net cash |
8% |
FII Zen Horizon Research: No. 1 in AI server rack assembly, real earnings acceleration, but a thin business at a rich valuationJun 4, 2026 · Watch |
FY2025 |
| 4 |
Suzhou TFC Optical Communication Co Ltd
300394 · Shenzhen
|
$26B |
82/100
Elite
|
19.9%low 12.7% |
10 yr+ |
Net cash |
53% |
T&S Communications: A Real Upstream Bottleneck, Priced as if Scarcity Economics Were PermanentJul 28, 2026 · Avoid |
FY2025 |
| 5 |
NARI Technology Co Ltd
600406 · Shanghai
|
$27B |
81/100
Elite
|
15.3%low 14.2% |
10 yr+ |
Net cash |
27% |
NARI Technology: Grid-Control Franchise, Quality Already PricedJun 27, 2026 · Hold |
FY2025 |
| 6 |
Shenzhen Inovance Tech
300124 · Shenzhen
|
$24B |
76/100
Strong
|
18.2%low 11.0% |
10 yr+ |
Net cash |
37% |
Inovance Technology Deep-Dive ResearchJun 15, 2026 · Hold |
FY2025 |
| 7 |
Beijing Kingsoft Office Software In
688111 · Shanghai
|
$18B |
76/100
Strong
|
15.1%low 6.6% |
10 yr+ |
Net cash |
88% |
Kingsoft Office In-Depth ResearchJun 14, 2026 · Hold |
FY2025 |
| 8 |
Zhejiang Sanhua Co Ltd
002050 · Shenzhen
|
$22B |
73/100
Strong
|
15.8%low 12.8% |
10 yr+ |
Net cash |
28% |
Sanhua Intelligent Controls (002050.SHE) Zen Horizon Deep-Dive ResearchJun 5, 2026 · Watch |
FY2025 |
| 9 |
Sungrow Power Supply Co Ltd
300274 · Shenzhen
|
$30B |
72/100
Strong
|
18.6%low 9.3% |
10 yr+ |
Net cash |
25% |
Sungrow Power Supply: After the FCC Covered-List Ruling, the Price Sits 0.6% Below a CNY 104 Conservative Value While Q1 Storage Margin Has Already Slipped to About 30%Aug 2, 2026 · Watch |
FY2025 |
| 10 |
Luxshare Precision Industry Co Ltd
002475 · Shenzhen
|
$62B |
64/100
Medium
|
18.8%low 10.3% |
10 yr+ |
Net cash |
16% |
Luxshare Precision: A Good Company, but Only a Fair PriceJul 21, 2026 · Hold |
FY2025 |
| 11 |
ACM Research Shanghai Inc
688082 · Shanghai
|
$18B |
64/100
Medium
|
19.4%low 5.5% |
9 yr |
Net cash |
46% |
ACM Research Shanghai: A Genuine Platform Story, Priced for Zero Margin of SafetyJul 4, 2026 · Watch |
FY2025 |
| 12 |
Sieyuan Electric Co Ltd
002028 · Shenzhen
|
$17B |
63/100
Medium
|
12.5%low 5.7% |
10 yr+ |
Net cash |
29% |
Sieyuan Electric: A Premium-Priced Export Compounder With Zero Margin of SafetyJul 11, 2026 · Watch |
FY2025 |
| 13 |
Shengyi Technology Co Ltd
600183 · Shanghai
|
$36B |
61/100
Medium
|
15.5%low 8.3% |
10 yr+ |
0.0× |
22% |
Shengyi Technology Long-Term Owner's Perspective ResearchJun 9, 2026 · Avoid |
FY2025 |
| 14 |
Sany Heavy Industry Co Ltd
600031 · Shanghai
|
$26B |
59/100
Medium
|
13.1%low 0.9% |
10 yr+ |
Net cash |
28% |
SANY Heavy Industry Re-rating: A Globalized Construction-Machinery Leader on Overseas Delivery Plus Domestic RecoveryMay 28, 2026 · Hold |
FY2025 |
| 15 |
Jiangsu Hengli Hydraulic Co Ltd
601100 · Shanghai
|
$20B |
59/100
Medium
|
18.1%low 2.0% |
10 yr+ |
Net cash |
38% |
Jiangsu Hengli Hydraulic: A Real Compounder, but a Stock Already Pricing an Unproven Robot StoryJul 25, 2026 · Hold |
FY2025 |
| 16 |
Eoptolink Technology Inc Ltd
300502 · Shenzhen
|
$77B |
58/100
Medium
|
18.9%low 2.8% |
10 yr+ |
Net cash |
32% |
Eoptolink Research from a Long-Term Business Owner's PerspectiveMay 21, 2026 · Watch |
FY2025 |
| 17 |
WUS Printed Circuit Kunshan Co Ltd
002463 · Shenzhen
|
$28B |
58/100
Medium
|
16.3%low 3.9% |
10 yr+ |
Net cash |
25% |
Long-Term Value Research on WUS Printed CircuitJun 9, 2026 · Watch |
FY2025 |
| 18 |
Zijin Mining Group Co Ltd Class A
601899 · Shanghai
|
$123B |
57/100
Medium
|
16.2%low 6.6% |
10 yr+ |
0.5× |
16% |
Zijin Mining: A Real Multi-Metal Compounder, Priced for the Transition to Go RightJul 22, 2026 · Hold |
FY2025 |
| 19 |
Inspur Electronic Info Industr
000977 · Shenzhen
|
$15B |
57/100
Medium
|
9.8%low 5.9% |
10 yr+ |
Net cash |
10% |
Inspur Information Deep-Dive ResearchJun 14, 2026 · Hold |
FY2025 |
| 20 |
Accelink Technologies Co Ltd
002281 · Shenzhen
|
$20B |
56/100
Medium
|
9.2%low 7.3% |
10 yr+ |
Net cash |
21% |
Accelink Technologies: AI Datacom Growth Racing Against a Stretched ValuationJun 14, 2026 · Avoid |
FY2025 |
| 21 |
Hwatsing Technology Co. Ltd. A
688120 · Shanghai
|
$18B |
56/100
Medium
|
15.8%low 10.5% |
6 yr |
— |
43% |
Hwatsing Technology: A Real CMP Champion, Priced as if the Platform Story Is Already WonJul 5, 2026 · Avoid |
FY2025 |
| 22 |
Shandong Zhongji Electrical Equipment Co Ltd
300308 · Shenzhen
|
$141B |
51/100
Medium
|
13.4%low 1.8% |
10 yr+ |
Net cash |
28% |
Innolight (Zhongji Innolight): A Deep Value Investment StudyMay 21, 2026 · Watch |
FY2025 |
| 23 |
NAURA Technology Group Co Ltd
002371 · Shenzhen
|
$70B |
50/100
Medium
|
9.4%low 2.9% |
10 yr+ |
Net cash |
39% |
NAURA Technology Group SUN-R Investment AnalysisJun 16, 2026 · Watch |
FY2025 |
| 24 |
Ningbo Tuopu Group Co Ltd
601689 · Shanghai
|
$11B |
48/100
Weak
|
12.0%low 6.2% |
10 yr+ |
0.2× |
24% |
Ningbo Tuopu: Fair for the Auto Business, Pricey for the Robot OptionJul 23, 2026 · Hold |
FY2025 |
| 25 |
BYD Co Ltd Class A
002594 · Shenzhen
|
$122B |
46/100
Weak
|
10.8%low 2.8% |
10 yr+ |
0.1× |
17% |
BYD: Exports Reached 43.8% of First-Half Volume While Group Sales Fell 15.7% and First-Quarter Free Cash Flow Ran 19.3 Billion Yuan NegativeAug 3, 2026 · Hold |
FY2025 |
| 26 |
Advanced Micro Fabrication Inc
688012 · Shanghai
|
$46B |
45/100
Weak
|
8.3%low 4.3% |
9 yr |
Net cash |
45% |
AMEC (688012): China's Domestic Etch Equipment Leader, a Great Company at a Rich PriceJun 9, 2026 · Watch |
FY2025 |
| 27 |
EVE Energy
300014 · Shenzhen
|
$17B |
45/100
Weak
|
13.4%low 9.8% |
10 yr+ |
0.6× |
22% |
EVE Energy: Storage Now Leads the Growth and Carries the Thinnest Margin, and Capex Still Outruns the Cash It ConvertsJul 28, 2026 · Watch |
FY2025 |
| 28 |
Hygon Information Technology Co. Ltd. A
688041 · Shanghai
|
$90B |
28/100
Poor
|
6.3%low -0.8% |
5 yr |
— |
57% |
Hygon Information In-Depth ResearchJun 11, 2026 · Hold |
FY2025 |