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Home/Stocks/300124.SZ
SZSE · China · Electrical Equipment & Parts

300124.SZ Shenzhen Inovance

Chinese servo and automation leader

Downtrend Trading below its 50-day average. (automatic: supply-chain trend + price vs 50-day average)
Last close (delayed) · 2026-10-26
¥55.25
+3.27% today
1W
+8.8%
1M
+7.1%
3M
−10.2%
YTD
−26.2%
1Y
−31.8%
Off 52w high
−31.8%
Market cap¥145B≈ $21.77B
P/E (trailing)30.1Forward 19.3
EV / sales3.5×EV/EBITDA 26.7×
Revenue (TTM)¥49.27BGrowth 26.0% y/y
Margins27.7%gross · op 11.7%
Free cash flow¥1.26BCash ¥13.26B · debt ¥3.08B
Analyst target¥79.96+44.7% upside · 20 analysts · strong buy
Riskβ 0.57Short — of float · yield 1.0%

Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.

300124.SZ · price with what management and the data said

Supply tighteningBeat / raiseMiss / cutData releaseEasing Hover a numbered marker for details · dashed lines = 50- and 200-day averages

Timeline: management commentary, data & earnings

6 events
  1. 6
    2026-08-28EarningsBeat / raise

    Reported EPS 0.63 vs 0.43 expected (+47.1% surprise).

  2. 5
    2026-04-27EarningsMiss / cut

    Reported EPS 0.4 vs 0.42 expected (-4.4% surprise).

  3. 4
    2025-10-23EarningsMiss / cut

    Reported EPS 0.45 vs 0.51 expected (-12.1% surprise).

  4. 3
    2025-08-25EarningsBeat / raise

    Reported EPS 0.53 vs 0.5 expected (+5.7% surprise).

  5. 2
    2025-04-28EarningsBeat / raise

    Reported EPS 0.46 vs 0.34 expected (+34.7% surprise).

  6. 1
    2024-10-28EarningsMiss / cut

    Reported EPS 0.4 vs 0.53 expected (-23.8% surprise).

Earnings history

EPS vs expectations
DateExpected EPSReported EPSSurprise
2026-08-280.430.63+47.1%
2026-04-270.430.39−10.2%
2026-04-270.420.4−4.4%
2025-10-230.510.45−12.1%
2025-08-250.50.53+5.7%
2025-04-280.490.34−31.0%
2025-04-280.340.46+34.7%
2024-10-280.530.4−23.8%
2024-08-260.580.47−19.2%
2024-04-220.380.3−22.2%
2024-04-220.510.39−23.3%
2023-10-260.40.44+9.5%
2023-08-210.370.46+24.9%
2023-04-240.330.28−15.2%
2023-04-240.440.25−43.7%
2022-10-260.420.37−11.1%
2022-08-220.450.4−11.1%
2022-04-250.290.25−12.8%
2022-04-250.340.19−42.7%
2021-10-270.360.34−7.1%
2021-08-230.360.35−3.8%
2021-04-260.170.24+45.4%
2021-02-250.230.19−18.9%
2020-10-300.180.28+55.1%
2020-08-170.190.21+12.5%

About Shenzhen Inovance

Website ↗

Shenzhen Inovance Technology Co.,Ltd manufactures and sells industrial automation control solutions in China and internationally. It operates through four segments: Industrial Automation and Digitalization, New Energy Vehicle Powertrain Systems, Emerging Industries, and Others. The company offers drive system products, including general-purpose low voltage, industry tailored low voltage, engineering, and medium voltage AC drives; motion control system products comprising servo drives and motors; control system products that include PLCS, I/O modules, and HMIs; industrial general-purpose and industry-specific motors; and industrial vision products, such as industrial cameras, vision software platform, and vision components. It also provides industrial robot systems, including articulator 6-axis robots, SCARA robots, robot control cabinet, and robot optional accessories; elevator controlle…

29,377 employees · Shenzhen, China

Motors and drives are the muscle of automation, and rely on rare-earth magnets that come mostly from China.

Magnets→Motor→Drive→Axis

What would prove us wrong. Weakens if ferrite or rare-earth-free motors reach parity in robots.

Peers at the same bottleneck

Who else supplies this

StockRoleLast1D1MYTDTrend
6506.T
Yaskawa Electric
Servos, drives and industrial robots ¥3,980.0−1.04%−11.7%−15.2%
6954.T
Fanuc
Industrial robots and CNC ¥5,639.0+0.93%−5.2%−5.2%
6503.T
Mitsubishi Electric
Factory automation and servos ¥4,696.0−1.55%−10.4%+3.6%
6594.T
Nidec
Motors and actuators ¥1,708.0+0.18%−39.5%−19.9%
ROK
Rockwell Automation
Industrial automation and controls $431.6+1.29%−0.6%+12.0%

Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.