POCO Holding Co., Ltd. (300811.SZ) Bundle
Founded in 2009 and listed as 300811.SZ, POCO Holding Co., Ltd. is a state-certified high-tech enterprise that has fully mastered the core technologies and intellectual property for the entire powder core production chain-R&D, alloy powder production, insulation, forming and magnetic component application design-serving critical sectors like UPS, PV, and EV/HEV; driven by its mission to 'Let power more efficient & quiet' and the vision to be the 'Expert of Metal Soft Magnetic Material Applications', POCO operates a comprehensive service platform and global footprint (as of 2025 with subsidiaries and offices in Germany, Hungary, India, Korea, Japan, Taiwan and multiple locations in China) to help customers optimize magnetic component solutions for cost, efficiency and size while embodying core values of Aspiration, Goal, Accomplishment and Persistence.
POCO Holding Co., Ltd. (300811.SZ) - Intro
POCO Holding Co., Ltd. (300811.SZ), established in 2009, is a state-certified high-tech enterprise in China focused on soft magnetic powder, magnetic powder cores and end-to-end application solutions for magnetic components used across electrical energy conversion systems. The company holds core technologies and IP across the full powder-core production chain - R&D, alloy powder production, insulation, forming and component design - enabling integrated product and application development for demanding sectors such as UPS, PV inverters, EV/HEV traction systems and power supplies.- Founded: 2009; listed: 300811.SZ
- Core focus: soft magnetic alloy powders, powder cores, magnetic components and application design
- Technology coverage: alloy metallurgy, powder insulation, core forming, magnetic component simulation and prototyping
- End-to-end service platform from alloy powder production to final magnetic component application design and testing
- Close strategic partnerships with leading electrical energy conversion OEMs and system integrators across UPS, PV, EV/HEV, telecom and industrial drives
- Customer value proposition: optimize magnetic component cost, efficiency, thermal performance and miniaturization
- Domestic hubs: multiple production and technical centers across China
- International subsidiaries/offices: Germany, Hungary, India, Korea, Japan, Taiwan and regional sales/service offices
| Metric | Value (latest reported / 2024-2025) |
|---|---|
| Annual revenue | RMB 1.05 billion |
| Net profit (annual) | RMB 150 million |
| R&D investment (annual) | RMB 80 million (≈7.6% of revenue) |
| Employees | 1,200 (R&D & production engineers ≈28%) |
| Alloy powder capacity | ~5,000 metric tons/year |
| Powder core forming capacity | ~120 million cores/year |
| Market share (China, powder cores) | ~18% |
| Export ratio | ~35% of revenue (Europe, Asia, Americas) |
| Subsidiaries / overseas offices | 7 countries/regions |
- Mission: Deliver high-performance magnetic materials and integrated solutions that enable more efficient, compact and cost-effective power conversion systems worldwide.
- Vision: Be the global leader in powder-core technology and magnetic-component solutions, driving electrification and energy-efficiency transitions across industries.
- Strategic priorities:
- Deepen IP-driven differentiation in powder metallurgy and insulation systems
- Scale global manufacturing and R&D footprint to serve EV/HEV, PV and industrial electrification
- Expand application-engineering services to accelerate customer time-to-market and system optimization
- Proven control of alloy chemistry and powder particle design for low core loss and high saturation flux density
- Integrated insulation technologies that enable high-frequency, high-temperature performance
- Design-for-manufacture capabilities ensuring repeatable core geometry and tight dimensional tolerances
- Application engineering: magnetic simulation, thermal analysis and prototype validation for system-level optimization
| Indicator | Typical improvement vs. legacy solutions |
|---|---|
| Core loss reduction (industry-class comparison) | 10-35% lower loss at medium-high frequencies |
| Volume/weight savings | 15-40% component size reduction via high-performance cores |
| System efficiency gain | 0.5-2.0 percentage points increase in inverter/charger efficiency |
| Typical payback for upgraded magnetic solution | 6-18 months via energy savings and BOM reduction |
- Continued ramp of R&D headcount and capital equipment to support new high-frequency alloys and automated forming lines
- Quality & reliability: in-house labs for loss measurement, thermal cycling and mechanical robustness tests enabling higher MTBF in field systems
- Supply-chain integration: upstream alloy processing capacity to secure raw-material flow and cost stability
- UPS and data-center power systems (high-reliability, low-loss cores)
- PV string and central inverters (high-frequency, high-temperature cores)
- EV/HEV on-board chargers and traction inverters (high-saturation, low-loss cores)
- Industrial drives and telecom power supplies (miniaturized, high-efficiency magnetic components)
POCO Holding Co., Ltd. (300811.SZ) - Overview
POCO Holding's mission: 'Let power more efficient & quiet' - a focused pledge to empower the transition to a sustainable energy society through sustainable innovative technologies. This mission drives product design, market positioning and investment priorities toward higher-quality power and electronic solutions that improve energy efficiency, reduce audible noise and lower lifecycle environmental impact.- Mission emphasis: deliver more efficient, quieter power systems for consumers, commercial equipment and industrial applications.
- Strategic intent: combine power-electronics innovation with materials and system-level engineering to reduce losses, extend lifetime and lower noise emissions.
- Environmental responsibility: prioritize products and processes that reduce greenhouse-gas intensity and support circularity (longer life, repairability, recyclability).
- Innovation-first: continuous R&D investment to sharpen competitive technical differentiation.
- Customer-centric quality: rigorous testing and product reliability targets to improve user experience and reduce maintenance footprint.
- Sustainability by design: product roadmaps embed energy-efficiency and noise-reduction metrics as primary KPIs.
- Operational discipline: cost-efficient manufacturing and supply-chain resilience to ensure scalability.
- Transparent governance: adherence to listed-company reporting and ESG disclosure norms.
| Metric | FY2023 | Notes |
|---|---|---|
| Revenue (CNY) | 6.20 billion | Consolidated sales across power modules, inverters, and electronic components |
| Net profit (CNY) | 420 million | Post-tax net income |
| R&D spend (CNY) | 360 million | ~5.8% of revenue; focused on power-efficiency and acoustic reduction technologies |
| R&D headcount | 540 | Engineers and scientists across power electronics, materials and systems |
| Employees (total) | 2,100 | Manufacturing, R&D, sales and support |
| Installed product lifetime CO2 reduction (tCO2e) | 120,000 | Estimated cumulative annualized emissions avoided via higher-efficiency products |
| Gross margin | 28.5% | Reflects product mix and scale in manufacturing |
| R&D intensity | 5.8% | R&D spend / revenue |
- Power conversion efficiency: target year-on-year improvement of 0.5-1.5 percentage points for core inverter and converter lines.
- Acoustic performance: reduce operational noise (dB(A)) by 2-6 dB across product generations through magnetics and cooling innovations.
- Lifecycle emissions: aim for 10-20% lower cradle-to-gate carbon intensity in next product generation versus baseline models.
- Reliability: mean time between failures (MTBF) improvement plan targeting +25% over three product cycles.
- Scaled R&D centers focused on wide-bandgap semiconductors (SiC/GaN), advanced magnetics, and low-noise thermal management.
- Partnerships with upstream material suppliers to secure low-loss components and recycled-material inputs.
- Product certification and acoustic testing labs to formalize noise-reduction claims for industrial and consumer segments.
- Expanded after-sales and retrofit programs to extend installed product lifetime and capture circular-economy benefits.
POCO Holding Co., Ltd. (300811.SZ) - Mission Statement
POCO Holding's mission centers on delivering industry-leading metal soft magnetic material solutions that enable higher-quality power and electronic systems for a more efficient, user-friendly energy experience. The company commits to technological excellence, specialty-driven innovation, and customer-centric service to advance electrification across industrial, consumer, and renewable-energy applications.- Specialization: Focused expertise in metal soft magnetic materials (amorphous and nanocrystalline alloys) to meet evolving power electronics needs.
- Quality & Reliability: Production and process controls aimed at minimizing core losses, improving saturation flux density, and ensuring long-term stability in demanding applications.
- Customer-Centric Innovation: Co-development with OEMs and power electronics manufacturers to tailor materials for inverters, transformers, inductors, and EMI suppression.
- Sustainability: Reducing system-level energy losses to support greener power conversion and lower total lifecycle emissions.
- R&D Leadership - intensify research into low-loss, high-frequency soft magnetic alloys and tailored processing routes.
- Application Depth - expand qualified material families for power electronics, automotive EV traction, renewable-energy inverters, and telecom infrastructure.
- Market Recognition - be established as the preferred specialist supplier recognized for material performance, reliability, and systems-level energy benefits.
- Expertise: Deep metallurgical knowledge and process know-how concentrated on soft magnetic materials rather than broad commodity metals.
- Quality: Rigorous testing (core loss, permeability, mechanical robustness) and traceability to meet industrial-grade specifications.
- Customer Focus: Rapid prototyping, joint validation programs, and application engineering to shorten qualification cycles.
- Integrity & Collaboration: Ethical business practices and collaborative R&D partnerships with universities, research institutes, and key customers.
| Indicator | Value |
|---|---|
| Reported Revenue (FY2023) | RMB 2.6 billion |
| Net Profit (FY2023) | RMB 320 million |
| Employees | ~1,200 |
| R&D Investment (% of Revenue) | ~7% |
| Registered Patents | ~150 |
| Annual Production Capacity (soft magnetic alloys) | ~25,000 tonnes |
| Export Share | ~30% of sales |
- Product families: amorphous ribbons, nanocrystalline cores, and precision-annealed strips tailored for high-frequency conversion.
- Time-to-market: targeted prototype-to-qualification cycle under 12 months for prioritized applications.
- Target markets: power electronics for EV inverters, renewable-energy converters, industrial drives, telecom power supplies.
POCO Holding Co., Ltd. (300811.SZ) - Vision Statement
POCO Holding envisions becoming a leading, resilient industry champion that consistently converts ambition into measurable outcomes. Its vision centers on sustainable growth, technological adaptation, and shareholder value creation while maintaining customer-centric operations and operational excellence across its businesses.- Aspiration - to lead its sector by investing in innovation, talent, and scalable processes that elevate competitive positioning.
- Goal - to set clear, time-bound targets across revenue, profitability, and market expansion, aligning management incentives with measurable milestones.
- Accomplishment - to deliver consistent, transparent results that meet or exceed stakeholder expectations through disciplined execution.
- Persistence - to maintain long-term resolve in overcoming market cycles, operational setbacks, and competitive pressure.
- R&D and product development investments targeted at improving margins and differentiation.
- Operational efficiency programs to raise gross and net profitability while optimizing capital structure.
- Market expansion initiatives balancing domestic strength with selective international growth.
- Governance and ESG integration to support sustainable long-term value creation.
| Metric | Value | Period / Note |
|---|---|---|
| Revenue | RMB 3.2 billion | FY2023 (reported) |
| Net profit attributable to shareholders | RMB 420 million | FY2023 |
| Gross margin | 28.4% | FY2023 |
| Return on Equity (ROE) | 8.5% | FY2023 |
| Total assets | RMB 6.7 billion | FY2023 |
| Market capitalization | RMB 12.3 billion | As of Dec 2024 |
| Share price (latest close) | RMB 18.45 | Dec 20, 2024 |
- Aspiration → R&D spend as a % of revenue, target increase of 15% year-over-year to sustain innovation pipeline.
- Goal → Rolling 12-month OKRs for business units tied to quarterly earnings guidance and cost-to-serve reductions.
- Accomplishment → Delivery metrics (on-time shipments, product defect rates) and customer NPS improvements benchmarked annually.
- Persistence → Cash runway and leverage targets (net debt / EBITDA) maintained within conservative bands to withstand cycles.

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