Overview of Shenzhen FRD Science & Technology Co Ltd

Company profile

  • Sector: Industrials
  • Industry: Electrical Equipment
  • Primary Exchange: Shenzhen Stock Exchange (CNY)
  • Market capitalization: 18.85 billion CNY
  • Founded: 1993
  • Product range: EMI shielding materials, thermal interface materials, conductive fabrics, metal shielding, electrically conductive elastomers and plastics, microwave absorbers, graphite films, precision injection, PU reactive hot‑melting adhesives, and graphic overlays and labels.
  • Applications: Communication devices, smartphones, tablets, PCs, servers, monitors, power modules, game consoles, and PCBs.

Recent trading performance (as of 2025‑09‑16)

  • Close price: 32.39 CNY
  • 52‑week high: 36.33 CNY (2025‑08‑18)
  • 52‑week low: 13.49 CNY (2024‑09‑23)
  • Price‑earnings ratio: 62.94

Market Context (September 2025)

On 18 September 2025, the Shanghai Composite Index recorded a modest decline of 1.15 %, finishing at 3,831.66 points. The index had been oscillating near the 3,900‑point threshold, reflecting a broader market ambivalence after the Federal Reserve’s 25‑basis‑point rate cut. The reserve bank’s policy move was interpreted by several analysts as a preventative measure against an impending economic slowdown, thereby reinforcing a gradual‑uptrend narrative for Chinese equities.

In the Shenzhen market, the 创业板新能源ETF (159261) posted a 1.31 % gain on 16 September, while the 科创板新能源ETF (588830) narrowed its decline. Government‑issued policy documents on 12 September highlighted plans to scale up new‑energy storage and power‑equipment production, indicating sustained support for technology‑intensive sectors.

Implications for Shenzhen FRD Science & Technology

  1. Sector Alignment

    • Shenzhen FRD operates in the electrical‑equipment domain, producing materials essential for high‑performance electronic devices.
    • The recent policy emphasis on new‑energy storage and power equipment aligns with the company’s product portfolio (thermal management materials, EMI shielding, and conductive components) that are critical for battery management systems and power modules.

  2. Market Sentiment

    • The Shanghai Composite’s hesitation around 3,900 points reflects a cautious stance toward growth‑oriented industrial stocks.
    • Nevertheless, the Shenzhen‑based ETF gains suggest that technology‑focused shares retain resilience, potentially benefiting companies like Shenzhen FRD that serve high‑growth markets such as data centers and AI infrastructure.

  3. Competitive Landscape

    • While the news stream does not mention Shenzhen FRD directly, competitors such as 飞荣达 (300602) have reported strong financing interest and active engagement with AI‑centric clients (e.g., collaboration with 优必选).
    • Shenzhen FRD’s diversified product mix—spanning EMI shielding, thermal interfaces, and functional components—positions it well to capitalize on the expanding demand for AI and data‑center hardware.

  4. Valuation Considerations

    • With a price‑earnings ratio of approximately 63, Shenzhen FRD trades at a premium relative to many industrial peers, indicating market expectations of sustained earnings growth.
    • The company’s robust 52‑week range (13.49 – 36.33 CNY) suggests significant upside potential if the sector continues to benefit from policy support and technological demand.

Conclusion

Shenzhen FRD Science & Technology remains a key player within the electrical‑equipment industry, offering a wide array of materials that underpin critical electronic applications. The macro‑economic environment in September 2025, marked by cautious equity movements yet supportive policy initiatives for new energy and power equipment, provides a favorable backdrop for the company’s continued growth. Investors monitoring industrial and technology segments should consider Shenzhen FRD’s product alignment with emerging market demands and its valuation relative to sector peers when assessing future investment potential.