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← CockpitCompetitor Analysis › 002088.SZ Luyang Energy-Saving Materials Co., Ltd. Class AOpen in the cockpit ↗

Luyang Energy-Saving Materials Co., Ltd. Class A002088.SZCompetitor analysis, valuation and peers

China · CNY·Materials›Other Metals/Minerals
Momentum leader 99
Mkt cap
$837M
US dollars, full cap
Free float
30%
of shares outstanding
$/day
$21.6M
20-day average traded
P/B
2.38×
price to book
ROE
-3.2%
delivered
Implied ROE
18.9%
what the price asks
Next earnings
171 days
26 Apr 2027
Close · CNYCN¥11.09
1D+10.0%
1W+43.3%
1M+36.7%
3M+46.3%
6M+12.4%
YTD+5.9%
1Y-7.8%
ATR %6.6%
52w lowhigh20.4% off high

What Luyang Energy-Saving Materials does

Employees: 2,707

Luyang Energy-Saving Materials at a glance

Size Luyang Energy-Saving Materials (002088.SZ) is a China Materials company (Other Metals/Minerals) with a market value of $837M, the 2656th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥11.09 on 6 Nov 2026.

Performance Over six months the shares gained 12.4%, against -13.6% for the median peer and -16.4% for the China market (cap-weighted) — 4th highest of 20 in its peer set.

Growth Revenue fell 20.9% over the last twelve months (peer median +28.6%); the operating margin is 0.5% (peer median 5.3%).

Valuation It trades at 2.38× book value against a peer median of 3.74× (9th cheapest of 20).

Price implies The share price implies a return on equity of about 18.9%; Luyang Energy-Saving Materials delivers -3.2%, so the price asks more than the business earns today.

Next results Next results expected around 26 Apr 2027 (exchange calendar; dates can move).

Relative performance

8010011 May 202611 Aug 20266 Nov 2026002088.SZ 110Peer median 84
Six months, rebased to 100: Luyang Energy-Saving Materials against the median of its 20 peers (local-currency closes).

Luyang Energy-Saving Materials financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥2.19BCN¥2.47BCN¥3.52BCN¥3.50BCN¥3.56B
Revenue growth—-30%0%-2%—
Gross profitCN¥506MCN¥568MCN¥1.05BCN¥1.05BCN¥1.09B
EBITDAn/aCN¥254MCN¥653MCN¥621MCN¥739M
Net income-CN¥78.4MCN¥42.9MCN¥477MCN¥492MCN¥584M
Free cash flowCN¥522MCN¥229MCN¥483MCN¥193MCN¥502M
Capital expenditureCN¥37.9MCN¥46.0MCN¥81.1MCN¥138MCN¥148M
Total debtCN¥54.0MCN¥12.3MCN¥17.7MCN¥231MCN¥291M

Quarterly statements and history in the cockpit →

Luyang Energy-Saving Materials 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

-50%0%+50%-20%0%+20%+40%TLO603399DVP300697688456300700ARGOMSANDUMAIIIMIDHANIMLX002141603595NCXGROYLAC002088.SZ6-month return →1-month return →
Up and to the right = strong over both horizons. Luyang Energy-Saving Materials is the large dot.

Fundamentals: return on equity against price-to-book

-200%-100%0%00×100×200×TLO603399DVP300700ARGOMIIIMIDHANITALALAC002088.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. Luyang Energy-Saving Materials is the large dot.

Capital: ROE delivered against the ROE the price implies

-200%-100%0%100%-200%-100%0%100%TLO603399DVP300697688456300700ARGOMTALANCX002088.SZROE delivered →ROE the price implies →
Above the diagonal = the price asks for a higher return on equity than the business earns today. Luyang Energy-Saving Materials is the large dot.

Luyang Energy-Saving Materials competitors and peer comparison

How Luyang Energy-Saving Materials 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.

Luyang Energy-Saving Materials against its 20 peers (data as of 6 Nov 2026)
Measure002088.SZPeer medianRank in peer set
1-month return+36.7%-17.4%highest of 21
6-month return+12.4%-13.6%4th highest of 20
Return on equity-3.2%3.8%7th lowest of 20
Price / book2.38×3.74×9th cheapest of 20
ROE the price implies18.9%35.1%7th least demanding of 20
ROE delivered-3.2%2.5%7th lowest of 19

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthROEPrice / bookImplied ROEDelivered ROE
Luyang Energy-Saving Materials 002088.SZChina$837M+12%-21%-3%2.38×18.9%-3.2%
Talon Metals TLO.TOCanada$839M+3%n/a1%2.17×21.9%0.9%
IMC Rare Earths IMCUnited States$824Mn/an/an/an/an/an/a
Jinzhou Yongshan Lithium 603399.SSChina$821M-45%+50%-8%3.51×35.1%-7.8%
Develop Global DVP.AXAustralia$801M-43%+68%1%1.72×14.9%1.3%
Jiangyin Electrical Alloy 300697.SZChina$791M-24%+54%16%3.74×34.1%15.8%
GRIPM Advanced Materials 688456.SSChina$780M-24%+34%7%4.00×47.8%7.3%
Changsha Dialine New Material Sci.&Tech 300700.SZChina$903M-13%+14%-13%7.79×93.4%-13.2%
Amerigo Resources ARG.TOCanada$910M+24%+54%77%10.81×126.7%76.6%
Osisko Metals OM.TOCanada$911M-16%n/a-194%27.45×75.0%-194.4%
Sandur Manganese & Iron Ores SANDUMA.NSIndia$914M-18%+21%25%2.33×47.7%25.4%
Imperial Metals III.TOCanada$759M-2%+5%11%1.00×8.7%11.0%
Mishra Dhatu Nigam MIDHANI.NSIndia$753M-8%+18%9%4.64×72.6%n/a
Metals X MLX.AXAustralia$934M-11%+26%28%2.12×16.7%27.9%
Alnera Aluminium 301613.SZChina$749M-36%+31%7%2.07×16.0%7.1%
Infund 002141.SZChina$738M+32%-3%9%5.48×37.3%8.8%
Zhejiang Tony Electronic 603595.SSChina$960M+52%+5%4%3.87×27.9%3.8%
Talamore Mining TALA.TOCanada$728M-32%n/a-61%5.37×84.0%-60.7%
NorthIsle Copper and Gold NCX.VCanada$725M+3%n/a-33%7.55×85.9%-33.3%
Gold Royalty GROYUnited States$723M-14%+82%0%0.99×10.6%0.2%
Lithium Americas LAC.TOCanada$712M-64%n/a-9%0.49×10.7%-9.3%

Questions

Which companies are Luyang Energy-Saving Materials's closest peers?
The cockpit's peer set: Talon Metals (TLO.TO), IMC Rare Earths (IMC), Jinzhou Yongshan Lithium (603399.SS), Develop Global (DVP.AX), Jiangyin Electrical Alloy (300697.SZ), GRIPM Advanced Materials (688456.SS), Changsha Dialine New Material Sci.&Tech (300700.SZ), Amerigo Resources (ARG.TO).
Is Luyang Energy-Saving Materials expensive compared with its peers?
On price / book it trades at 2.38× against a peer median of 3.74×, 9th cheapest of 20 in its peer set. The share price implies a return on equity of about 18.9%; Luyang Energy-Saving Materials delivers -3.2%, so the price asks more than the business earns today.
How has Luyang Energy-Saving Materials stock performed?
Over six months to 6 Nov 2026 the shares returned +12.4% against -13.6% for the median peer; over one year -7.8%.

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.