Xian LONGi Silicon Materials Corp (601012) fair value: what the stock is really worth
We calculate from audited financials what Xian LONGi Silicon Materials Corp is really worth. The fair value tells you whether the price is too high or too low, the quality score (0 to 100) how solid the business behind it is. 26 models, 37 quality factors, updated daily.
- Fair value above price? Yes
- Good quality? No
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Xian LONGi Silicon Materials Corp
601012 · SHGCheap, value-trap riskThe stock looks deeply undervalued, but low quality raises value-trap risk.
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
Price vs Fair Value
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Sep 18, 2026.
How to read this chart
60‑month range ¥10.99 – ¥70.30 · fair‑value band ¥13.86 – ¥22.06 · the ¥11.23 price screens below the ¥17.96 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Sep 18, 2026.
Company profile
LONGi Green Energy Technology Co., Ltd. manufactures and sells monocrystalline silicon wafers, solar modules, and green hydrogen equipment in China, Europe, the Asia Pacific, and the United States.
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LONGi Green Energy Technology Co., Ltd. manufactures and sells monocrystalline silicon wafers, solar modules, and green hydrogen equipment in China, Europe, the Asia Pacific, and the United States. The company offers monocrystalline silicon wafers, including tere, p-type, and n-type silicon wafers; high conversion rate components comprising Hi-MO X10, Hi-MO 9, Hi-MO 7, Hi-MO X6 Max, Hi-MO X6, Hi-MO 5m, and Hi-MO 5; green hydrogen production equipment that include ALK Hi1 and ALK G; and building photovoltaics, such as LONGi Hi ROOF S and E, as well as Longji Longding 6 and Longjin 3. It also provides solutions for distributed photovoltaic power stations, ground-mounted photovoltaic power stations, and building-integrated photovoltaics. The company was formerly known as Xi'an LONGI Silicon Materials Corp. and changed its name to LONGi Green Energy Technology Co., Ltd. in January 2017. LONGi Green Energy Technology Co., Ltd. was founded in 2000 and is based in Xi'an, China.
Stock analysis
Xian LONGi Silicon Materials Corp (601012) currently trades at ¥11.23, while our model-based Fair Value estimate is ¥17.96, implying the stock looks roughly 37.5% undervalued today.
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Valuation
Bull case: the Multiples group reads highest at a median of ¥13.35 per share, and 1 of the 4 models we run sit above the ¥11.23 price.
Bear case: the Asset-Based group reads lowest at ¥4.80, and 3 of the 4 models stay below the price. Evidence for this calculation is low.
Scenario range: ¥13.86 (bear) to ¥22.06 (bull), the price of ¥11.23 sits below it. Bear and bull are the same models on cautious and optimistic assumptions, a range, not a price target.
Quality & growth
The Quality Score stands at 40/100 (below-average quality), in the Technology sector.
Weak Growth: Revenue growth is inconsistent: the periods point in different directions, so there is no trend to rely on.
Xian LONGi Silicon Materials Corp reported revenue of 70.3B CNY in FY2025 versus 80.6B CNY in FY2021, a compound −3.3%/yr. Reported net income was −6.4B CNY in FY2025.
Key figures
Market cap 85.1B CNY (≈ $12.7B) · P/S ratio 1.35 · EPS (TTM) ¥−0.9100 · Dividend yield 0.5% · Net margin −9.1% · Return on equity −12.6% · Return on assets (EBIT) 4.2% · Operating margin −12.5%.
Competitive moat
Our AI-assisted moat analysis scores the competitive advantage at 38 out of 100 (low confidence).
What moves the price
The share trades about 52% below its 52-week high, currently below its 200-day average.
For context, the median of 10 Technology peers we cover trades at −26% fair-value upside, at 60%, 601012 screens cheaper than that median.
Fair Value models
All 4 models by family
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Set up alert →Quality Score breakdown
Of which business quality 40 · Market factors (momentum, volatility) 27
Revenue & earnings trend
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Compare Xian LONGi Silicon Materials Corp with another stock
Price, fair value, quality and upside side by side.
Peer Groupⓘ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.Semiconductor Equipment & Materials · 211 stocks
Valuation Multiplesvs Semiconductor Equipment & Materials median · lower = cheaper
Strength profile in five axes (Snowflake)
Context: sector, industry, market
- Is the Information Technology sector expensive or cheap?
- P/E, EV/EBITDA and margins by industry (reference tables)
- Undervalued stocks: Chinese Stocks
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Semiconductor Equipment & Materials stocks, each showing price versus our Fair Value estimate.
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| ASML Holding ASML | €1,396 | €1,350 | −3% |
| Applied Materials, Inc AMAT | $421.17 | $366.20 | −13% |
| Lam Research Corporation LRCX | $270.87 | $199.98 | −26% |
| KLA Corporation KLAC | $168.02 | $149.08 | −11% |
| NAURA Technology Group 002371 | ¥662.89 | ¥76.13 | −89% |
| Teradyne, Inc TER | $341.15 | $65.80 | −81% |
| Advanced Micro-Fabrication Equipment Inc 688012 | ¥333.59 | ¥126.74 | −62% |
| Piotech Inc 688072 | ¥620.88 | ¥322.24 | −48% |
| SJ Semiconductor Corporation 688820 | ¥134.11 | ¥13.84 | −90% |
| Hon. Precision, Inc 7769 | 6,125 TWD | 5,071 TWD | −17% |
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Key figures of Xian LONGi Silicon Materials Corp
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