China tech valuations have retreated to near-historical lows after a sharp
correction. Improving liquidity, sustained industry momentum and concentration
institutional bullishness are cited as buying opportunities in oversold domestic
hard-tech areas including semiconductors, AI hardware and optical modules.
Across the electronics, communications and computer sectors, 27 stocks with
market caps above CNY20 bln have at least five analyst coverages and a consensus
forecasted upside exceeding 100%. Historically, low-valuation names have shown
higher likelihood of rebound. Analysts project 2027 P/Es for Jianqiao
Technology, Jiangbolong, Xinyisheng and Zhongji Xuchuang to be in the single
digits.
