Guangzhou Lingwe Technology Co. Ltd. A (301373) Fair Value & Analysis

Basic Materials · CN · Market cap 18.5B CNY (≈ $2.8B) · ISIN CNE100006269

Below-average quality, and trading another 781% above our fair value.

What runs behind every stock

26 valuation models 8 families, DCF to NCAV 37 quality factors margins, balance sheet, cashflow, debt 6 AI factors moat, what no ratio measures 2,000+ data points verified, per stock, median

69 individual criteria per stock, every one traceable See the method →

What matters now

• The price sits above even our optimistic bull case (¥16.36). The favourable scenario is already priced in.
• Weak quality (44/100) and above fair value at the same time, the margin of safety is missing on both counts.

Price vs Fair Value (4 years)

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 13, 2026.

How to read this chart

43‑month range ¥18.18 – ¥195.17 · fair‑value band ¥12.46 – ¥16.36 · the ¥116.80 price screens above the ¥13.26 fair value. Dashed = 300-day average. As of Aug 13, 2026.

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Analysis

Guangzhou Lingwe Technology Co. Ltd. A (301373) currently trades at ¥116.80, while our model-based Fair Value estimate is ¥13.26, implying the stock looks roughly 88.7% overvalued today. The Quality Score stands at 44/100 (below-average 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, Guangzhou Lingwe Technology Co. Ltd. A generated revenue of 539M CNY at a net margin of 26.7%. Revenue grew 35.5% year over year. It earns a return on equity of 8.7%. The stock trades on a trailing P/E of 87.2. Fundamentals as of Aug 13, 2026

Our scenario range runs from ¥12.46 (bear case) to ¥16.36 (bull case); at ¥116.80, 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 43% below its 52-week high and 381% above its 52-week low, currently above its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at -54% fair-value upside, at -89%, 301373 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.

Widest divergence: Multiples (¥18.96) versus Growth DCF (¥3.80). Highest evidence: Residual Income (76).

Key figures & financial health

Quality Score breakdown

About the company

Guangzhou Lingwe Technology Co., Ltd. engages in the research and development, production, sale, and technical servicing of nano-silica products in China and internationally.

Full company description

Guangzhou Lingwe Technology Co., Ltd. engages in the research and development, production, sale, and technical servicing of nano-silica products in China and internationally. The company offers matting agents for leather coating, UV coating, coil coating, inks, textile coating, and high-grade wood coating; water-based, A series cost efficient, and TSA series universal matting agents; HS series industrial coatings; and silica for alumite and solar module back sheets. It provides ink-jet printing absorbents, such as nanoLWE alumina, absorbent for ink receptive coating, and fine silica filler; anti-blocking agent, including silica for plastic masterbatch; and anti-corrosive pigment comprising ion-exchanged anti-corrosive pigment, as well as organic, special treatment, and non-treated surface treatment products. Guangzhou Lingwe Technology Co., Ltd. was founded in 2007 and is based in Guangzhou, China.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Guangzhou Lingwe Technology Co. Ltd. A reported revenue of ¥500M in FY2025 versus ¥409M in FY2021, a compound +5.2%/yr. Reported net income was ¥137M in FY2025, compounding +19.4%/yr from FY2021.

301373 screens 89% overvalued. Compare with BASF SE →

Peer Group

Chemicals · 343 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.

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

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Frequently asked questions

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.