Shenzhen Jufei Optoelectronics Co (300303) Fair Value & Analysis
Technology · CN · Market cap 13.2B CNY
Fair value as of: Jul 9, 2026
From 26 valuation models · updated 32 days ago
Share price −19.5% over the past month.
A solid business, but screening 41% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case (¥5.40). 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.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 9, 2026.
How to read this chart
60‑month range ¥3.41 – ¥12.37 · fair‑value band ¥3.24 – ¥5.40 · the ¥7.31 price screens above the ¥4.32 fair value. Dashed = 300-day average. As of Jul 9, 2026.
Analysis
Shenzhen Jufei Optoelectronics Co (300303) currently trades at ¥7.31, while our model-based Fair Value estimate is ¥4.32, implying the stock looks roughly 40.9% overvalued today. The Quality Score stands at 53/100 (solid quality), in the Technology sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: medium).
Over the trailing twelve months, Shenzhen Jufei Optoelectronics Co generated revenue of 3.4B CNY at a net margin of 8.4%. Revenue declined 4.4% year over year. It earns a return on equity of 7.4%. The balance sheet holds a net cash position of 598M CNY. Fundamentals as of Jul 9, 2026
Our scenario range runs from ¥3.24 (bear case) to ¥5.40 (bull case); at ¥7.31, 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 41% below its 52-week high and 28% above its 52-week low, currently below its 200-day average. For context, the median of 10 Technology peers we cover trades at -73% fair-value upside, at -41%, 300303 screens cheaper than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted 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.
All 26 models by family
Widest divergence: DCF Models (¥5.00) versus Asset-Based (¥1.78). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 9, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 55 · Market factors (momentum, volatility) 47
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.
About the company
Shenzhen Jufei Optoelectronics Co., Ltd. engages in the research and development, manufacture, marketing, and sale of SMD LED devices in China, the United States, Europe, India, Japan, Korea, Taiwan, Turkey, and internationally.
Full company description
Shenzhen Jufei Optoelectronics Co., Ltd. engages in the research and development, manufacture, marketing, and sale of SMD LED devices in China, the United States, Europe, India, Japan, Korea, Taiwan, Turkey, and internationally. The company offers backlight LED devices, backlight LED module, lighting LED, automotive LED, lighting LED module, mini/micro LED, opto semiconductors, optical film, invisible light products, and TO-CAN transmitting products. Its products are used in various applications, such as mobile phone, PAD, computer, TV, electrical appliances, display, lighting, automotive electronics, optical communication, and optical sensing sectors. Shenzhen Jufei Optoelectronics Co., Ltd. was founded in 2005 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 Jufei Optoelectronics Co reported revenue of ¥3.4B in FY2025 versus ¥2.4B in FY2021, a compound +9.8%/yr. Reported net income was ¥306M in FY2025, compounding +3.0%/yr from FY2021.
300303 screens 41% overvalued. Compare with Delta Electronics, Inc →
Peer Group
Electronic Components · 626 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 Electronic Components median · lower = cheaper
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.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Electronic Components stocks, each showing price versus our Fair Value estimate (as of Jul 9, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Delta Electronics, Inc 2308 | 1,880 TWD | 515.23 TWD | -73% |
| Hon Hai Precision Industry Co 2317 | 242.50 TWD | 270.47 TWD | +12% |
| Luxshare Precision Industry Co 002475 | ¥62.14 | ¥38.44 | -38% |
| Samsung Electro-Mechanics Co 009150 | 1,260,000 KRW | 166,421 KRW | -87% |
| Elite Material Co 2383 | 4,990 TWD | 714.36 TWD | -86% |
| Yageo Corporation 2327 | 699.00 TWD | 216.55 TWD | -69% |
| Shengyi Technology Co 600183 | ¥132.29 | ¥27.45 | -79% |
| Shennan Circuits Co 002916 | ¥364.00 | ¥93.50 | -74% |
| Victory Giant Technology (HuiZhou) Co 2476 | HK$297.00 | HK$103.98 | -65% |
| Wus Printed Circuit (Kunshan) Co 002463 | ¥127.80 | ¥31.95 | -75% |
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Frequently asked questions
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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