Xiamen Guangpu Electronics Co., Ltd. (300632.SZ)

Xiamen Guangpu Electronics Co., Ltd. (300632.SZ) — VMCI valuation read

Composite valuation read on 300632.SZ: VMCI 47/100 against a Consumer Cyclical sector median of 50. The 3-point below-median print is the headline number for Xiamen Guangpu Electronics 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 300632.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 300632.SZ: 300632.SZ trades at 21.0x earnings, 17% above the Consumer Cyclical median of 18.0x; ROIC of 9.0% trails the Consumer Cyclical median (10.0%) by 1.0pp; net debt to EBITDA of 3.3x is the binding constraint on the bear case. EV/EBITDA at 14.0x versus 12.0x for Consumer Cyclical closes the value frame.

300632.SZ rose 1.7% over the trailing 7 days, with a -4.8% read on a 30-day basis.