Added to YB: 2025-06-25
Pitch date: 2025-06-22
002371.SZ [bullish]
NAURA Technology Group Co., Ltd.
+41.97%
current return
Author Info
FluentInQuality invests in high-quality businesses that generate steady and sustainable cashflows, proven track records, and the potential to act as a true compounding machines over the long run. Sign up for the newsletter.
Company Info
NAURA Technology Group Co., Ltd. engages in the research and development, production, sale, and technical services of semiconductors in the People's Republic of China.
Market Cap
CNY 228.0B
Pitch Price
CNY 316.26
Price Target
N/A
Dividend
0.25%
EV/EBITDA
28.12
P/E
37.52
EV/Sales
7.03
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Top 6 Under The Radar High-Quality Compounders In Asia - NAURA Technology Group Co., Ltd.
002371.SZ: Front-end semiconductor equipment supplier (etching, deposition, cleaning, polishing) serving China's chip independence. Core supplier to SMIC, YMTC, CXMT. Benefits from $100B+ national capex support. >40% gross margins, 12-14% R&D spend, minimal debt. Growth tied to national infrastructure, domestic content mandates, and fab expansions.
Read full article (2 min)