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301629.SZ Shenzhen Stock Exchange Semiconductor Equipment & Testing

Sidea Semiconductor Equipment Shenzhen Co Ltd

¥388,80
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Mcap
P/E
EV / Rev
Div yield
0,25 %
Op margin
23,5 %
ROE
6,2 %
Net margin
21,9 %
Debt / equity
0,04
Beta
52w range
Volume
Day range
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About

Sidea Semiconductor Equipment Shenzhen Co Ltd designs and manufactures semiconductor equipment, primarily serving the semiconductor industry through the production and sale of specialized tools and systems.

Business. Sidea Semiconductor Equipment Shenzhen Co Ltd (301629.SZ) is a technology equipment company operating in the semiconductor equipment and testing industry. The firm is headquartered in Shenzhen and is primarily listed on the Shenzhen Stock Exchange under the ticker 301629.SZ. Specific details regarding its operating segments and geographic revenue mix are not available.

Classification92 %
SectorTechnology
Business sectorTechnology Equipment
IndustrySemiconductor Equipment & Testing
ActivitySemiconductors
Generated · model-assisted
Sell-side consensus
consensus pending
— buy— hold— sell
Avg 12m price target
Upcoming events
— missing data
See all catalysts →

At a glance

Score
39
composite score
Valuation
valuation pending
Analysts
not yet wired
Ownership
not yet wired
Profitability
6,2 %
return on equity
Quality
56
quality score (0-100)

News & coverage

0
  • No recent newsroom coverage mentioning 301629.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+1,7 %+0,7 %+2,1 %
    Energy+1,2 %+5,6 %+1,6 %
    Health Care+0,6 %−0,4 %+1,0 %
    Consumer Discretionary+0,4 %+5,7 %+0,8 %
    Information Technology · THIS SECTOR−0,4 %+4,8 %+0,0 %
    Financials−0,4 %−3,5 %−0,0 %
    Real Estate−0,7 %+10,9 %−0,3 %
    Consumer Staples−1,0 %+4,5 %−0,6 %
    Utilities−1,5 %−21,2 %−1,1 %
    Industrials−1,7 %−2,4 %−1,3 %
    Communication Services

    Developing storylines

    No tracked sagas currently linked to 301629.SZ. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-06-26 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-07-08 · AU
    • Rate decisionBank of Canada rate decision (press conf.)2026-07-15 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-07-16 · EU
    • Rate decisionBank of Japan rate decision (press conf.)2026-07-16 · JP
    • Rate decisionFederal Reserve rate decision (press conf.)2026-07-29 · US
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Composite score39 / 100
    Composite score 0-100 · Data quality 0,56
    Data quality0,56 / 1.00

    Synthesis

    Business

    Sidea Semiconductor Equipment Shenzhen Co Ltd (301629.SZ) is a technology equipment company operating in the semiconductor equipment and testing industry. The firm is headquartered in Shenzhen and is primarily listed on the Shenzhen Stock Exchange under the ticker 301629.SZ. Specific details regarding its operating segments and geographic revenue mix are not available.

    Classification92 %
    SectorTechnology
    Business sectorTechnology Equipment
    IndustrySemiconductor Equipment & Testing
    ActivitySemiconductors
    AI synthesis
    GENERATED

    Sidea Semiconductor Equipment Shenzhen Co Ltd maintains a strong liquidity position with a current ratio of 3.34, indicating the company can cover its short-term obligations more than three times over. However, the company reported negative operating cash flow of -5.67 million CNY, which may signal short-term cash flow constraints despite the high current ratio. The company's debt-to-equity ratio is 0.04, suggesting a conservative capital structure with minimal reliance on debt financing.

    In terms of profitability, the company's return on equity (ROE) is 6.25%, and return on assets (ROA) is 4.42%. These figures are below the industry median for ROE and ROA in the Semiconductor Equipment & Testing industry, indicating that the company is underperforming its peers in terms of capital efficiency and asset utilization.

    The company's revenue is concentrated in a single business segment, with no disclosed geographic diversification. This lack of diversification increases exposure to regional economic fluctuations and regulatory changes, which could impact revenue stability. The company's revenue for the latest period is 194.88 million CNY, but no growth trajectory is provided in the available data, making it difficult to assess future performance.

    The company's risk profile is characterized by medium liquidity risk and low dilution risk. The key risk flag is the negative net cash position after subtracting total debt, which could affect the company's ability to fund operations without external financing. No dilution sources are identified in the available data, and the company has not issued additional shares recently, suggesting a stable capital structure.

    No recent events, such as filings or transcripts, are available in the provided data to inform the company's current strategic direction or operational developments.

    Key takeaways
    • Sidea Semiconductor Equipment Shenzhen Co Ltd has a strong current ratio but reports negative operating cash flow, indicating potential short-term liquidity challenges.
    • The company's ROE and ROA are below industry medians, suggesting underperformance in capital efficiency and asset utilization.
    • Revenue is concentrated in a single segment with no geographic diversification, increasing exposure to regional risks.
    • The company maintains a conservative capital structure with low debt and no recent dilution activity.
    • No recent events or strategic developments are disclosed in the available data.

    Bull / Bear case

    Generated · model-assisted
    BULL CASE · 3

    The company maintains a minimal debt-to-equity ratio of 0.04, significantly lower than the cohort median of 0.23.

    Capital expenditure relative to revenue is negligible at -0.12%, indicating efficient capital usage compared to peers.

    Dilution and credit risks are assessed as low, suggesting a stable capital structure and shareholder base.

    BEAR CASE · 1

    Cash conversion is negative at -0.13, performing well below the cohort median of 0.96 for the sector.

    In focus — financials by report

    Valuation FY

    Market price
    ¥388,80
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    ¥681.7M
    Net cash
    -¥27.4M
    Current ratio
    3.3
    Debt / equity
    0.0
    ROA
    4.4%
    ROE
    6.2%
    Cash conversion
    -13.0%
    CapEx / revenue
    -0.1%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Forward curve

    — missing data

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    — missing data

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    — missing data

    Benchmarks vs cohort

    Op Margin23,5 %Above P75
    Net Margin21,9 %Above P75
    ROE6,2 %Above median
    Capex / Rev-0,1 %Above P75
    D/E0,04Above P75
    Cash Conv-0,13Below median

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Net Cash
      cash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
    • Capex To Revenue
      capital_expenditure / revenue
    • Return On Equity
      net_income / total_equity
    • Debt To Equity
      (short_term_debt + long_term_debt) / total_equity
    • Cash Conversion Ratio
      operating_cash_flow / net_income
    Source documents
    • Sidea Semiconductor Equipment Shenzhen Co Ltd Market data — financials · 2026-05-26

    Ownership & reference

    Insider activity

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    301629.SZCanonical
    Shenzhen Stock Exchange · CNY

    Intel & risk

    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskMedium
    Net cash is negative after subtracting total debt.
    Relationship graph
    301629NVDAINTCAVGOSemiconductor
    This companyPeerSector

    The Thread

    Everything we know, in order
    — missing data
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-06-26 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage