Shanghai Sinyang Semiconductor Materials Co., Ltd. (300236.SZ)

Shanghai Sinyang Semiconductor Materials Co., Ltd. (300236.SZ) — VMCI valuation read

Composite valuation read on 300236.SZ: VMCI 50/100 against a Technology sector median of 50. The 0-point below-median print is the headline number for Shanghai Sinyang Semiconductor Materials Co., Ltd., and at the mid-cap tier it reflects how the five pillars combine into a single decision-grade score.

Trailing 30-day insider activity for 300236.SZ: nothing material on SEC EDGAR. With the Form 4 channel quiet, the price-vs-DCF gap and the trailing margin trend carry more weight in the active read.

**Investor frame.** Value, quality, risk in three lines on 300236.SZ: 300236.SZ trades at 15.0x earnings, 17% below the Technology median of 18.0x; ROIC of 9.0% trails the Technology median (10.0%) by 1.0pp; net debt to EBITDA of -1.9x leaves covenant headroom. EV/EBITDA at 14.0x versus 12.0x for Technology closes the value frame.

300236.SZ fell 0.6% over the trailing 7 days, with a -5.5% read on a 30-day basis.