Shenzhen Longsys Electronics Co. Ltd. A (301308) Fair Value & Analysis
Technology · CN · Market cap 265B CNY (≈ $39.6B) · ISIN CNE100005K10
What is Shenzhen Longsys Electronics Co. Ltd. A really worth?
A solid business, but trading 279% above our fair value of ¥91.67.
Strengths
Risks
For context
Fair value as of: Aug 30, 2026
From 17 valuation models · updated 6 days ago
Share price −4.9% over the past month.
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
What matters now
- The price sits above even our optimistic bull case (¥117.75). The favourable scenario is already priced in.
- Solid but not exceptional quality (53/100) and above fair value, neither a clear bargain nor a standout compounder.
- A fairly wide model range (¥63.94 to ¥117.75) leaves room in how you read the outcome.
Price vs Fair Value (4 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 30, 2026.
How to read this chart
49‑month range ¥47.82 – ¥723.10 · fair‑value band ¥63.94 – ¥117.75 · the ¥347.00 price screens above the ¥91.67 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 30, 2026.
Analysis
Shenzhen Longsys Electronics Co. Ltd. A (301308) currently trades at ¥347.00, while our model-based Fair Value estimate is ¥91.67, implying the stock looks roughly 278.5% overvalued today. The Quality Score stands at 53/100 (solid quality), in the Technology sector. Bull case: the Growth Earnings group reads highest at a median of ¥154.26 per share, and 0 of the 17 models we run sit above the ¥347.00 price. Bear case: the Dividend Discount group reads lowest at ¥9.54, and 17 of the 17 models stay below the price. Evidence for this calculation is high.
Over the trailing twelve months, Shenzhen Longsys Electronics Co. Ltd. A generated revenue of 28.4B CNY at a net margin of 19.1%. Revenue grew 132.8% year over year. It earns a return on equity of 58.3%. Net debt stands at 8.1B CNY. Fundamentals as of Aug 30, 2026
Our scenario range runs from ¥63.94 (bear case) to ¥117.75 (bull case); at ¥347.00, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 46% below its 52-week high and 391% above its 52-week low, currently above its 200-day average. For context, the median of 10 Technology peers we cover trades at −40% fair-value upside, at −74%, 301308 screens richer than that median.
Fair Value models
This estimate rests on fiscal year 2025 figures, and about 8 months have passed since. In that time the company retained roughly ¥8.47 per share, which is 9.2 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small. Every input is real reported data, nothing guessed.
All 17 models by family
Widest divergence: Growth Earnings (¥154.26) versus Dividend Discount (¥9.54). Highest evidence: EPV (71).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 30, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 45 · Market factors (momentum, volatility) 45
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.
About the company
Shenzhen Longsys Electronics Co., Ltd. engages in the research, design, packaging, testing, production, and sales of semiconductor memory application products. The company provides embedded storage, solid-state drive, mobile memory, and memory module. It also offers automotive, industrial, enterprise, and small capacity storage solutions.
Full company description
Shenzhen Longsys Electronics Co., Ltd. engages in the research, design, packaging, testing, production, and sales of semiconductor memory application products. The company provides embedded storage, solid-state drive, mobile memory, and memory module. It also offers automotive, industrial, enterprise, and small capacity storage solutions. The company's products and services are used in various applications, including movie terminals, functional devices, smart home appliances, smart wearables, Netcom equipment, commercial electronics, smart devices, industrial control, security monitoring, in-vehicle applications, and artificial intelligence. Shenzhen Longsys Electronics Co., Ltd. was founded in 1999 and is based in Shenzhen, China.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Shenzhen Longsys Electronics Co. Ltd. A reported revenue of 22.8B CNY in FY2025 versus 9.7B CNY in FY2021, a compound +23.6%/yr. Reported net income was 1.4B CNY in FY2025, compounding +8.9%/yr from FY2021.
301308 screens 279% overvalued. Compare with Dell Technologies Inc →
Peer Group
Computer Hardware · 222 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Computer Hardware median · lower = cheaper
Strength profile in five axes (Snowflake)
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Computer Hardware stocks, each showing price versus our Fair Value estimate (as of Aug 30, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Dell Technologies Inc DELL | $456.24 | $187.75 | −59% |
| Arista Networks, Inc ANET | $201.09 | $57.72 | −71% |
| Western Digital Corporation WDC | $441.57 | $47.49 | −89% |
| Hygon Information Technology Co 688041 | ¥246.21 | ¥30.66 | −88% |
| Hangzhou Hikvision Digital Technology Co 002415 | ¥35.18 | ¥40.44 | +15% |
| Lenovo Group 0992 | HK$30.12 | HK$33.70 | +12% |
| Dawning Information Industry Co 603019 | ¥83.19 | ¥39.38 | −53% |
| HP Inc HPQ | $30.52 | $48.62 | +59% |
| Inspur Electronic Information Industry Co 000977 | ¥73.79 | ¥44.02 | −40% |
| Super Micro Computer, Inc SMCI | $38.46 | $37.09 | −4% |
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