HK/China Healthcare Analyst (ex-Fosun Pharma)

Xinyao (Criss) Wang

Equity Capital Markets

<ul>
<li>POCO is one of the few domestic enterprises that possess the entire production capacity of alloy soft magnetic materials. The three business lines have achieved a "micro-ecosystem" synergy effect</li>
<li>Global leaders in inductors have overcome the technical shortcomings. Leveraging their strong customer relationships, patent barriers, and scale advantages, they may directly seize orders from core customers such as NVIDIA.</li>
<li>As POCO is a global leader in its specific field and is in a high-growth sector, A/H discount could be relatively limited. Based on 2026 forecast, P/E could be 50-70x. </li>
</ul>


POCO is one of the few domestic enterprises that possess the entire production capacity of alloy soft magnetic materials. The three business lines have achieved a "micro-ecosystem" synergy effect
Global leaders in inductors have overcome the technical shortcomings. Leveraging their strong customer relationships, patent barriers, and scale advantages, they may directly seize orders from core customers such as NVIDIA.
As POCO is a global leader in its specific field and is in a high-growth sector, A/H discount could be relatively limited. Based on 2026 forecast, P/E could be 50-70x. 


Pre-IPO POCO Holding (A/H Listing) - The Strength and the Concerns

Hong Kong

POCO Holding Co., Ltd. is a leading global provider of alloy soft magnetic powder-based products, including alloy soft magnetic powder cores, AI chip inductors, and alloy soft magnetic powders. The company ranked first in the global alloy soft magnetic powder core market with a 27.1% share and fifth in the global AI chip inductor market with a 7.6% share in 2025. The listing aims to optimize its capital structure and shareholder composition to support sustainable development and governance.

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POCO Holding (POCO HK)

Pre-IPO POCO Holding (A/H Listing) - The Strength and the Concerns

POCO's production capacity of alloy soft magnetic materials create a "micro-ecosystem" synergy effect, positioning it as a global leader with high...

Xinyao (Criss) Wang

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Pre-IPO POCO Holding (A/H Listing) - The Strength and the Concerns

​POCO's production capacity of alloy soft magnetic materials create a "micro-ecosystem" synergy effect, positioning it as a global leader with high...

Xinyao (Criss) Wang

POCO's production capacity of alloy soft magnetic materials create a "micro-ecosystem" synergy effect, positioning it as a global leader with high...