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Jiangsu Linyang Energy Co (601222) Fair Value & Analysis

Industrials · CN · Market cap 11.4B CNY

JL Jiangsu Linyang Energy Co 601222 · SHG
Price¥5.60
Fair Value¥2.51
Upside-55.2%
Quality45/100
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Weak Growth
Thin margins · 3.4% net margin
Low debt · negative free cash flow
1.56% dividend yield
Trails peers (5/13)
Narrow moat 31/100
Evidence: High Range ¥1.88 – ¥3.14 Share as image

Fair value as of: Aug 10, 2026

From 16 valuation models · updated today

Share price +4.1% over the past month.

Below-average quality, and screening another 55% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (¥3.14). The favourable scenario is already priced in.
  • Solid but not exceptional quality (45/100) and above fair value, neither a clear bargain nor a standout compounder.
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Price vs Fair Value (5 years)

¥13.42 ¥5.13 Fair Value ¥2.51 Mar 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 10, 2026.

How to read this chart

60‑month range ¥5.13 – ¥13.42 · fair‑value band ¥1.88 – ¥3.14 · the ¥5.60 price screens above the ¥2.51 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 10, 2026.

Full chart & analysis →

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Analysis

Jiangsu Linyang Energy Co (601222) currently trades at ¥5.60, while our model-based Fair Value estimate is ¥2.51, implying the stock looks roughly 55.2% overvalued today. The Quality Score stands at 45/100 (below-average 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, Jiangsu Linyang Energy Co generated revenue of 5.3B CNY at a net margin of 3.4%. Revenue grew 34.0% year over year. It earns a return on equity of 1.1%. The balance sheet holds a net cash position of 1.8B CNY. Fundamentals as of Aug 10, 2026

Our scenario range runs from ¥1.88 (bear case) to ¥3.14 (bull case); at ¥5.60, 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 21% below its 52-week high and 3% above its 52-week low, currently below its 200-day average. For context, the median of 10 Industrials peers we cover trades at -48% fair-value upside, at -55%, 601222 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.

Model BearBaseBull Evidence
Highest evidence
Residual Income ¥5.23 ¥5.01 ¥3.86 76
ROIC Compounder ¥2.82 ¥3.07 ¥3.29 72
Gordon GGM ¥3.69 ¥7.68 ¥12.18 70
All 16 models by family
Earnings-Based
Graham-Dodd ¥0.8100 ¥2.51 ¥3.34 54
Lynch FV ¥0.5400 ¥0.7800 ¥1.01 50
PEG = 1.0 ¥0.5400 ¥0.7800 ¥1.01 46
EPV ¥2.82 ¥3.07 ¥3.29 59
Dividend Discount
Gordon GGM ¥3.69 ¥7.68 ¥12.18 70
DDM Multi-Stage ¥3.69 ¥6.09 ¥8.06 61
Multiples
P/E Multiple ¥1.88 ¥2.51 ¥3.14 63
P/S Multiple ¥1.53 ¥2.03 ¥2.54 58
P/B Multiple ¥1.53 ¥2.03 ¥2.54 55
EV/EBIT ¥4.28 ¥5.26 ¥6.24 53
EV/EBITDA ¥6.73 ¥8.52 ¥10.32 54
EV/Revenue ¥3.44 ¥4.34 ¥5.24 43
Asset-Based
NCAV (Graham) ¥3.74 ¥5.01 ¥7.47 50
Economic Profit
Residual Income ¥5.23 ¥5.01 ¥3.86 76
ROIC Compounder ¥2.82 ¥3.07 ¥3.29 72
Growth Earnings
Growth-Adj P/E ¥1.55 ¥2.22 ¥2.89 68

Widest divergence: Dividend Discount (¥6.09) versus Earnings-Based (¥0.7800). Highest evidence: Residual Income (76).

Key figures & financial health

Revenue (TTM) 5.3B CNY
Revenue growth (YoY) +34.0%
Net margin 3.4%
Return on equity 1.1%
Free cash flow −629M CNY FY2025
P/E ratio 62.2
More key figures
Operating margin 8.2%
EPS (TTM) ¥0.0900
Dividend yield 1.6%
EPS growth (YoY) -50.0%
Net cash 1.8B CNY FY2024

Figures from reported company fundamentals · as of Aug 10, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 45/100

Of which business quality 45 · Market factors (momentum, volatility) 43

Profitability 18
Margins and returns on capital today
Quality Growth 36
Are margins and returns improving?
Cashflow 38
Earnings quality: real cash, not paper profit
Fin. Strength 60
Balance sheet, leverage, solvency risk
Investment 55
Disciplined investing over empire-building
Low Volatility 81
Calm price path (market factor)
Momentum 31
Price trend over the last 3–12 months (market factor)
52W Momentum 23
Distance to the 52-week high (market factor)
Net Issuance 75
Buybacks instead of dilution

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

Jiangsu Linyang Energy Co., Ltd. provides energy meters, and system products and accessories in China. It operates in three segments: Smart Grid, New Energy, and Energy Storage.

Full company description

Jiangsu Linyang Energy Co., Ltd. provides energy meters, and system products and accessories in China. It operates in three segments: Smart Grid, New Energy, and Energy Storage. The company offers smart sector cover smart meters, power consumption information collection terminals and management systems, advanced metering architecture solutions, low-voltage smart circuit breakers, smart power distribution products and related solutions, and power internet of things smart terminals and solutions; and intelligent power distribution products and system solutions. It also involved in the investment, development, construction, and operation of various new energy power stations; and development and construction of photovoltaic power stations. In addition, the company engages in the supporting energy storage for new energy power generation, independent energy storage power stations, industrial and commercial user-side energy storage, and user-side photovoltaic storage microgrids. It also exports its products to Europe, the Middle East, East Asia, Southeast Asia, Africa, South America, and internationally. The company was formerly known as Jiangsu Linyang Electronics Co., Ltd. and changed its name to Jiangsu Linyang Energy Co., Ltd. in December 2015. Jiangsu Linyang Energy Co., Ltd. was founded in 1995 and is based in Qidong, China.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Jiangsu Linyang Energy Co reported revenue of ¥4.9B in FY2025 versus ¥5.3B in FY2021, a compound −2.0%/yr. Reported net income was ¥244M in FY2025, compounding −28.4%/yr from FY2021.

Growth Quality 8/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2025)
4.9B CNY
Latest YoY
−27.7%
Avg. growth/yr (3Y)
−0.5%
Avg. growth/yr (5Y)
−3.4%
Avg. growth/yr (17Y)
+9.4%
Revenue −2.0%/yr
FY21 ¥5.3B
FY22 ¥4.9B
FY23 ¥6.9B
FY24 ¥6.7B
FY25 ¥4.9B
Net income −28.4%/yr
FY21 ¥930M
FY22 ¥856M
FY23 ¥1.0B
FY24 ¥753M
FY25 ¥244M

601222 screens 55% overvalued. Compare with Contemporary Amperex Technology Co →

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Cite: Fair Value Calculator (2026). "Jiangsu Linyang Energy Co Fair Value". https://www.fairvalue-calculator.com/stock/601222

Peer Group

Electrical Equipment & Parts · 528 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.

Quality Score 45 · Below median
Fair Value upside −55% · Below median
Return on equity (TTM) 1% · Below median
Return on assets 1% · Below median
Net margin (TTM) 3% · Below median
Operating margin (TTM) 8% · Above median
Revenue growth 34% · Top 25%
Dividend yield (TTM) 1.6% · Above median
Debt / equity 0.14× · Higher than median

Valuation Multiples vs Electrical Equipment & Parts median · lower = cheaper

P/E (TTM) 62.2× · Pricier than 75% of peers
P/B 0.75× · Cheaper than 75% of peers
P/S (TTM) 2.17× · Pricier than median
EV/EBITDA 8.5× · Cheaper than 75% of peers

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 · sector 0
FUTURE 100 · sector 57
PAST 4 · sector 26
HEALTH 93 · sector 97
DIVIDEND 31 · sector 18

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.

None of the checked exposures detected

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 10, 2026).

Stock Price Fair Value vs Fair Value
Contemporary Amperex Technology Co 3750 HK$675.50 HK$391.44 -42%
ABB Ltd ABBN CHF 83.82 CHF 35.46 -58%
Delta Electronics (Thailand) Public Company TDED 10.16 SGD 1.47 SGD -86%
LG Energy Solution, Ltd 373220 334,000 KRW 201,455 KRW -40%
WEG S.A WEGE3 13,210 ARS 7,948 ARS -40%
Sungrow Power Supply Co 300274 ¥114.79 ¥123.83 +8%
Shenzhen Inovance Technology Co 300124 ¥63.43 ¥33.04 -48%
HD Hyundai Electric Co 267260 823,000 KRW 371,133 KRW -55%
LS ELECTRIC Co 010120 190,000 KRW 31,517 KRW -83%
Sieyuan Electric Co 002028 ¥151.73 ¥71.69 -53%

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Frequently asked questions

Is Jiangsu Linyang Energy Co (601222) overvalued or undervalued?
As of Aug 10, 2026, our model estimates a fair value of ¥2.51 versus a price of ¥5.60, about −55% (overvalued).
What is the fair value of 601222?
Our model-based fair value for Jiangsu Linyang Energy Co is ¥2.51 (as of Aug 10, 2026), built from audited fundamentals. The current price is ¥5.60.
What is the quality score of 601222?
Jiangsu Linyang Energy Co has a Quality Score of 45/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Jiangsu Linyang Energy Co (601222)?
Jiangsu Linyang Energy Co reported trailing-twelve-month revenue of about 5.3B CNY (latest available figure, as of Aug 10, 2026).
What is the net profit margin of 601222?
The net profit margin of Jiangsu Linyang Energy Co is about 3.4%, meaning it keeps roughly 3.4% of revenue as net income. Based on the latest reported figures.
Does Jiangsu Linyang Energy Co pay a dividend?
Jiangsu Linyang Energy Co currently shows a dividend yield of about 1.45% relative to its recent price (as of Aug 10, 2026).

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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