Chengdu Xuguang Electronics Co Ltd (600353) Fair Value & Analysis
Industrials · CN · Market cap 23.2B CNY
Structural break: The valuation model sees a lasting decline in earnings power for this stock, the confidence band is broken. Treat the target with caution.
Fair value as of: Aug 13, 2026
From 16 valuation models · updated 5 days ago
Fair value updated Aug 13, 2026, revised from ¥3.53 to ¥4.30 (+21.8%) since Aug 8, 2026. Share price +24.7% over the past month.
A solid business, but screening 89% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case (¥5.58). The favourable scenario is already priced in.
- Solid but not exceptional quality (51/100) and above fair value, neither a clear bargain nor a standout compounder.
- A fairly wide model range (¥3.01 to ¥5.58) leaves room in how you read the outcome.
Price vs Fair Value (5 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
60‑month range ¥3.28 – ¥52.90 · fair‑value band ¥3.01 – ¥5.58 · the ¥37.54 price screens above the ¥4.30 fair value. Dashed = 300-day average. As of Aug 13, 2026.
Analysis
Chengdu Xuguang Electronics Co Ltd (600353) currently trades at ¥37.54, while our model-based Fair Value estimate is ¥4.30, implying the stock looks roughly 88.6% overvalued today. The Quality Score stands at 51/100 (solid quality), in the Industrials 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, Chengdu Xuguang Electronics Co Ltd generated revenue of 1.7B CNY at a net margin of 9.9%. Revenue grew 8.8% year over year. It earns a return on equity of 7.5%. Net debt stands at 141M CNY. Fundamentals as of Aug 13, 2026
Our scenario range runs from ¥3.01 (bear case) to ¥5.58 (bull case); at ¥37.54, 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 near its 52-week high and 232% above its 52-week low, currently above its 200-day average. For context, the median of 10 Industrials peers we cover trades at -65% fair-value upside, at -89%, 600353 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 16 models by family
Widest divergence: Growth Earnings (¥4.30) versus Dividend Discount (¥1.23). Highest evidence: Residual Income (76).
Notify me when 600353 reaches fair value
Free. You confirm by email (double opt-in) and can unsubscribe anytime in one click.
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 50 · Market factors (momentum, volatility) 74
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
Chengdu Xuguang Electronics Co., Ltd. engages in the manufacture and sale of metal-ceramic triodes and tetrodes and transmitting tubes in China and internationally. The company provides electron tubes, embedded pole, vacuum interrupter, electrical and electronic ceramics, electrical switchgears, and other accessories.
Full company description
Chengdu Xuguang Electronics Co., Ltd. engages in the manufacture and sale of metal-ceramic triodes and tetrodes and transmitting tubes in China and internationally. The company provides electron tubes, embedded pole, vacuum interrupter, electrical and electronic ceramics, electrical switchgears, and other accessories. It also provides industry heating and laser cutting, metal-ceramic vacuum interrupters, embedded poles, medium & high voltage power distribution switchgears, fiber optic active devices and electronic industrial equipment, advanced electric and electronic ceramic products. Chengdu Xuguang Electronics Co., Ltd. was founded in 1994 and is headquartered in Chengdu, China.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Chengdu Xuguang Electronics Co Ltd reported revenue of ¥1.6B in FY2025 versus ¥1.0B in FY2021, a compound +12.9%/yr. Reported net income was ¥162M in FY2025, compounding +29.2%/yr from FY2021.
of which total revenue +7.5 pp · buybacks/dilution −2.7 pp
Absolute contributions in percentage points per year; they sum to the EPS growth rate. Start and end points are 3-year averages (details on hover).
600353 screens 89% overvalued. Compare with Contemporary Amperex Technology Co →
Peer Group
Electrical Equipment & Parts · 533 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 Electrical Equipment & Parts 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 Electrical Equipment & Parts stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Contemporary Amperex Technology Co 3750 | HK$652.50 | HK$394.19 | -40% |
| Delta Electronics (Thailand) Public Company DELTA | 269.00 THB | 40.28 THB | -85% |
| LG Energy Solution, Ltd 373220 | 365,500 KRW | 201,455 KRW | -45% |
| WEG S.A WEGE3 | 14,900 ARS | 4,338 ARS | -71% |
| Sungrow Power Supply Co 300274 | ¥117.53 | ¥123.83 | +5% |
| HD Hyundai Electric Co 267260 | 782,000 KRW | 371,133 KRW | -53% |
| LS ELECTRIC Co 010120 | 206,500 KRW | 29,594 KRW | -86% |
| Hyosung Heavy Industries Corporation 298040 | 2,892,000 KRW | 1,013,099 KRW | -65% |
| Hitachi Energy India Limited POWERINDIA | ₹35,800 | ₹6,106 | -83% |
| Polycab India Limited POLYCAB | ₹9,289 | ₹3,218 | -65% |
Compare Chengdu Xuguang Electronics Co Ltd with another stock
Price, fair value, quality and upside side by side.
Explore undervalued stocks
More undervalued Industrials stocks →
Frequently asked questions
Is Chengdu Xuguang Electronics Co Ltd (600353) overvalued or undervalued?
What is the fair value of 600353?
What is the quality score of 600353?
What is the revenue of Chengdu Xuguang Electronics Co Ltd (600353)?
What is the net profit margin of 600353?
Does Chengdu Xuguang Electronics Co Ltd pay a dividend?
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.
Track Chengdu Xuguang Electronics Co Ltd and try Pro for 14 days
One email gets you 14 days of full Pro (review alerts, the 35,000+ stock screener, the diversification check) plus the monthly Top-25 report of the most undervalued quality stocks. No card, cancel anytime.
Zero risk: nothing is ever charged. After 14 days you decide whether to stay.