Company Profile

Shanghai Sinyang Semiconductor Materials Co., Ltd.

300236 · Shenzhen
Industry
Electronic Materials
Exchange
Shenzhen
Current Price
¥86.47
Jul 26, 2026 close
Fair Buy
≤ ¥43
Margin-of-safety entry
Baillie Growth Score
42/100
Weak
Intrinsic Value · Three-Tier Range Current price ¥86.47 · Within the fair intrinsic-value range

Composite valuation range · conservative ¥38–¥43 / fair ¥68–¥92 / optimistic ¥126–¥140. At ¥86.47, Within the fair intrinsic-value range.

About the company

Company overview coming soon.

Background

History

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Industry position

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Research on this stock
42/100 Hold Shanghai Sinyang Semiconductor Materials: A Real Domestic-Substitution Winner, but Today's Price Already Discounts Years of Fab Penetration Shanghai Sinyang is a China A-share semiconductor materials supplier that has pivoted from a legacy specialty-coatings business into a domestic-substitution winner across electroplating, cleaning, etching, photoresist, and CMP wet-process chemicals for wafer fabs. 2025 semiconductor revenue reached CNY 1.517 billion, up 46.5% year over year, and the company now describes itself as a baseline-qualified supplier on 66 domestic 12-inch and 25 8-inch production lines, with net profit up 71% and operating cash flow more than doubling, though the stock already trades around 90 times trailing earnings against a CNY 38-43 fair-value range. Rating Hold: a real domestic-substitution winner, but today's price already discounts several more years of successful fab penetration and margin retention. Shanghai Sinyang Semiconductor Materials Co., Ltd.300236 · ShenzhenElectronic MaterialsJul 26, 2026