Sinofibers Technology Co (300777) Fair Value & Analysis
Basic Materials · CN · Market cap 12.7B CNY
Fair value as of: Jul 9, 2026
From 23 valuation models · updated 32 days ago
Share price −9.8% over the past month.
A solid business, but screening 52% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case (¥15.21). The favourable scenario is already priced in.
- Solid but not exceptional quality (66/100) 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 ¥17.68 – ¥66.73 · fair‑value band ¥9.12 – ¥15.21 · the ¥25.12 price screens above the ¥12.16 fair value. Dashed = 300-day average. As of Jul 9, 2026.
Analysis
Sinofibers Technology Co (300777) currently trades at ¥25.12, while our model-based Fair Value estimate is ¥12.16, implying the stock looks roughly 51.6% overvalued today. The Quality Score stands at 66/100 (solid quality), in the Basic Materials 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: high).
Over the trailing twelve months, Sinofibers Technology Co generated revenue of 716M CNY at a net margin of 30.8%. Revenue declined 54.6% year over year. It earns a return on equity of 4.8%. The balance sheet holds a net cash position of 643M CNY. Fundamentals as of Jul 9, 2026
Our scenario range runs from ¥9.12 (bear case) to ¥15.21 (bull case); at ¥25.12, 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 48% below its 52-week high, currently below its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at -46% fair-value upside, at -52%, 300777 screens richer 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 23 models by family
Widest divergence: DCF Models (¥19.71) versus Asset-Based (¥6.94). 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 67 · Market factors (momentum, volatility) 24
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
Sinofibers Technology Co., Ltd., together with its subsidiaries, engages in the research, development, production, and sale of carbon fibers and fabrics in China and internationally. The company offers polyacrylonitrile-based carbon fibers, woven carbon fiber fabrics, and structural and functional materials.
Full company description
Sinofibers Technology Co., Ltd., together with its subsidiaries, engages in the research, development, production, and sale of carbon fibers and fabrics in China and internationally. The company offers polyacrylonitrile-based carbon fibers, woven carbon fiber fabrics, and structural and functional materials. Its products are used in the aerospace, weaponry, aviation, and electronics industries. The company was incorporated in 2008 and is headquartered in Changzhou, China.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Sinofibers Technology Co reported revenue of ¥846M in FY2025 versus ¥412M in FY2021, a compound +19.7%/yr. Reported net income was ¥315M in FY2025, compounding +11.8%/yr from FY2021.
300777 screens 52% overvalued. Compare with BASF SE →
Peer Group
Chemicals · 334 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 Chemicals 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.
Insider activity: 45/100
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 Chemicals stocks, each showing price versus our Fair Value estimate (as of Jul 9, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| BASF SE BASN | 1,034 MXN | 532.13 MXN | -49% |
| Ningxia Baofeng Energy Group 600989 | ¥20.32 | ¥20.17 | -1% |
| Zhejiang Juhua Co 600160 | ¥42.85 | ¥23.35 | -46% |
| PT Barito Pacific Tbk, BRPT | 1,690 IDR | 1,628 IDR | -4% |
| LG Chem, Ltd 051910 | 260,500 KRW | 587,755 KRW | +126% |
| Formosa Chemicals & Fibre Corporation 1326 | 66.10 TWD | 6.79 TWD | -90% |
| PTT Global Chemical Public Company PTTGC | 35.50 THB | 18.21 THB | -49% |
| 542812 542812 | ₹4,369 | ₹791.05 | -82% |
| Indorama Ventures Public Company IVL | 24.50 THB | 17.95 THB | -27% |
| Navin Fluorine International Limited NAVINFLUOR | ₹8,650 | ₹2,146 | -75% |
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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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