Loading…
← CockpitCompetitor Analysis › 000912.SZ Sichuan Lutianhua Company Limited By Shares Class AOpen in the cockpit ↗

Sichuan Lutianhua Company Limited By Shares Class A000912.SZCompetitor analysis, valuation and peers

China · CNY·Materials›Chemicals: Specialty
Momentum weak 24
Mkt cap
$785M
US dollars, full cap
Free float
35%
of shares outstanding
$/day
$11.7M
20-day average traded
P/B
0.83×
price to book
ROE
-1.8%
delivered
Implied ROE
5.8%
what the price asks
Close · CNYCN¥3.34
1D-0.3%
1W+4.7%
1M-15.9%
3M-9.2%
6M-31.4%
YTD-19.5%
1Y-23.9%
ATR %4.0%
52w lowhigh50.1% off high

What Sichuan Lutianhua Company Limited By Shares does

Employees: 2,869

Sichuan Lutianhua Company Limited By Shares at a glance

Size Sichuan Lutianhua Company Limited By Shares (000912.SZ) is a China Materials company (Chemicals: Specialty) with a market value of $785M, the 2818th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥3.34 on 6 Nov 2026.

Performance Over six months the shares fell 31.4%, against -22.6% for the median peer and -16.4% for the China market (cap-weighted) — 6th lowest of 21 in its peer set.

Growth Revenue fell 4.8% over the last twelve months (peer median +6.7%); the operating margin is -4.3% (peer median 10.2%).

Valuation It trades at 0.83× book value against a peer median of 1.79× (3rd cheapest of 21).

Price implies The share price implies a return on equity of about 5.8%; Sichuan Lutianhua Company Limited By Shares delivers -1.8%, so the price asks more than the business earns today.

Relative performance

8010011 May 202611 Aug 20266 Nov 2026Peer median 77000912.SZ 70
Six months, rebased to 100: Sichuan Lutianhua Company Limited By Shares against the median of its 20 peers (local-currency closes).

Sichuan Lutianhua Company Limited By Shares financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥4.17BCN¥4.49BCN¥5.06BCN¥6.41BCN¥7.52B
Revenue growth—-11%-21%-15%—
Gross profitCN¥463MCN¥334MCN¥378MCN¥887MCN¥1.27B
EBITDAn/aCN¥281MCN¥280MCN¥501MCN¥836M
Net income-CN¥115MCN¥31.8MCN¥21.2MCN¥150MCN¥367M
Free cash flow-CN¥299M-CN¥334MCN¥32.2MCN¥662MCN¥749M
Capital expenditureCN¥608MCN¥588MCN¥355MCN¥377MCN¥167M
Total debtCN¥1.83BCN¥1.82BCN¥2.78BCN¥2.91BCN¥3.23B

Quarterly statements and history in the cockpit →

Sichuan Lutianhua Company Limited By Shares competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-40%-20%0%+20%+40%-20%-10%0%60398068838631016039313015654220NEOGEN300905300856688720603867CLEANNEO301149301092WLKP0021021314600230000912.SZ6-month return →1-month return →
Up and to the right = strong over both horizons. Sichuan Lutianhua Company Limited By Shares is the large dot.

Fundamentals: return on equity against price-to-book

-5%0%5%10%15%20×40×60398068838631016039313015654220NEOGEN300905300856688720603867CLEANNEO301149301092WLKP6006910021021314600230000912.SZReturn on equity →Price / book →
A bank or insurer earning more on its equity usually trades at a higher multiple of book; points far above the trend are priced for more. Sichuan Lutianhua Company Limited By Shares is the large dot.

Capital: ROE delivered against the ROE the price implies

0%20%40%0%20%40%60398068838631016039313015654220NEOGEN300905300856688720603867CLEANNEO3011496006911314000912.SZROE delivered →ROE the price implies →
Above the diagonal = the price asks for a higher return on equity than the business earns today. Sichuan Lutianhua Company Limited By Shares is the large dot.

Sichuan Lutianhua Company Limited By Shares competitors and peer comparison

How Sichuan Lutianhua Company Limited By Shares compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Sichuan Lutianhua Company Limited By Shares against its 20 peers (data as of 6 Nov 2026)
Measure000912.SZPeer medianRank in peer set
1-month return-15.9%-15.4%11th highest of 21
6-month return-31.4%-22.6%6th lowest of 21
Return on equity-1.8%5.1%3rd lowest of 21
Price / book0.83×1.79×3rd cheapest of 21
ROE the price implies5.8%16.4%2nd least demanding of 21
ROE delivered-1.8%5.1%3rd lowest of 21

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthROEPrice / bookImplied ROEDelivered ROE
Sichuan Lutianhua Company Limited By Shares 000912.SZChina$785M-31%-5%-2%0.83×5.8%-1.8%
Zhejiang Jihua 603980.SSChina$788M+22%+2%3%1.36×8.7%2.5%
Pan Asian Microvent Tech (Jiangsu) 688386.SSChina$792M-40%+37%8%3.53×42.3%7.5%
Toyobo 3101.TJapan$793M-1%+2%6%0.58×7.4%6.2%
Hangzhou Greenda Electronic Materials 603931.SSChina$797M-31%-4%7%2.74×24.8%6.9%
Sinolong New Materials 301565.SZChina$799M-27%+20%1%2.65×24.3%1.3%
Riken Technos 4220.TJapan$771M+46%+6%16%1.66×10.5%16.0%
Neogen Chemicals NEOGEN.NSIndia$809M+47%+27%3%4.85×54.5%3.4%
Poly Plastic Masterbatch (SuZhou) 300905.SZChina$758M-59%+10%8%2.52×37.4%7.7%
Nanjing COSMOS Chemical 300856.SZChina$757M-24%+12%4%1.81×10.5%4.4%
Jiangsu Aisen Semiconductor Material 688720.SSChina$817M-21%+29%6%5.08×64.9%5.8%
Zhejiang Xinhua Chemical 603867.SSChina$817M-27%+7%9%1.74×15.3%9.4%
Clean Science & Technology CLEAN.NSIndia$753M-24%+5%15%4.25×54.7%14.7%
Neo Performance Materials NEO.TOCanada$821M-13%+24%0%1.70×17.5%0.3%
Shandong Longhua New Material 301149.SZChina$751M-39%+33%8%1.66×14.4%8.3%
Zhejiang Zhengguang Industrial 301092.SZChina$823M-1%-5%4%2.76×25.2%4.0%
Westlake Chemical Partners LP WLKPUnited States$747M-9%+9%12%1.51×9.4%11.8%
Shanxi Lu'an Chemical Technology 600691.SSChina$827M-31%-14%-18%1.83×19.8%-18.3%
HuBei NengTer Technology 002102.SZChina$832M-12%-59%0%1.78×10.3%-0.1%
China Petrochemical Development 1314.TWTaiwan$833M-1%-35%-4%0.37×2.1%-3.9%
Hebei Cangzhou Dahua 600230.SSChina$738M-36%-1%4%1.20×10.7%3.7%

Questions

Which companies are Sichuan Lutianhua Company Limited By Shares's closest peers?
The cockpit's peer set: Zhejiang Jihua (603980.SS), Pan Asian Microvent Tech (Jiangsu) (688386.SS), Toyobo (3101.T), Hangzhou Greenda Electronic Materials (603931.SS), Sinolong New Materials (301565.SZ), Riken Technos (4220.T), Neogen Chemicals (NEOGEN.NS), Poly Plastic Masterbatch (SuZhou) (300905.SZ).
Is Sichuan Lutianhua Company Limited By Shares expensive compared with its peers?
On price / book it trades at 0.83× against a peer median of 1.79×, 3rd cheapest of 21 in its peer set. The share price implies a return on equity of about 5.8%; Sichuan Lutianhua Company Limited By Shares delivers -1.8%, so the price asks more than the business earns today.
How has Sichuan Lutianhua Company Limited By Shares stock performed?
Over six months to 6 Nov 2026 the shares returned -31.4% against -22.6% for the median peer; over one year -23.9%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.