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← CockpitCompetitor Analysis › 300428.SZ Lizhong Sitong Light Alloys Group Co., Ltd. Class AOpen in the cockpit ↗

Lizhong Sitong Light Alloys Group Co., Ltd. Class A300428.SZCompetitor analysis, valuation and peers

China · CNY·Industrials›Metal Fabrication

Chinese maker of light-alloy (aluminum/magnesium) die-cast components mainly for autos.

≈ A China-focused NemakMomentum leader 90
Mkt cap
$2.14B
US dollars, full cap
Free float
39%
of shares outstanding
$/day
$29.2M
20-day average traded
Fwd P/E
11.8×
forward earnings
ROIC−WACC
+0.6 pp
WACC 7.3%
Hurdle
n/a
no reverse DCF
Next earnings
171 days
26 Apr 2027
Close · CNYCN¥20.80
1D-1.8%
1W-3.5%
1M+10.4%
3M+8.4%
6M-2.5%
YTD-10.9%
1Y-7.3%
ATR %3.8%
52w lowhigh23.5% off high

What Lizhong Sitong Light Alloys does

Chinese maker of light-alloy (aluminum/magnesium) die-cast components mainly for autos.

In one line: A China-focused Nemak.

Products and services

  • Aluminum die-cast parts
  • Magnesium alloy parts

Customers

  • Auto OEMs
  • Auto-parts tier-1s

Where it sits in the supply chain

  • Metals
  • Light-alloy die-casting
  • Auto structural/powertrain parts

What could go right

  • EV lightweighting demand

What could go wrong

  • Auto-cycle exposure
  • Aluminum price swings

Moat: narrow (customer qualification, scale). Qualified die-casting supplier to major automakers; switching costs for tooled parts.

Headquarters: Zhejiang, China · Employees: 12,730

Lizhong Sitong Light Alloys at a glance

Size Lizhong Sitong Light Alloys (300428.SZ) is a China Industrials company (Metal Fabrication) with a market value of $2.14B, the 1186th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥20.80 on 6 Nov 2026.

Performance Over six months the shares fell 2.5%, against -6.0% for the median peer and -16.4% for the China market (cap-weighted) — 10th highest of 19 in its peer set.

Growth Revenue grew 23.6% over the last twelve months (peer median +16.6%); the operating margin is 4.2% (peer median 11.1%).

Valuation It trades at 11.8× forward earnings against a peer median of 40.5× (2nd cheapest of 18).

Capital Return on invested capital runs 0.6 points above its cost of capital (7.3% WACC).

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

Relative performance

809010011 May 202611 Aug 20266 Nov 2026300428.SZ 96Peer median 95
Six months, rebased to 100: Lizhong Sitong Light Alloys against the median of its 20 peers (local-currency closes).

Lizhong Sitong Light Alloys financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥38.1BCN¥32.1BCN¥27.2BCN¥23.3BCN¥21.3B
Revenue growth—+18%+17%+9%—
Gross profitCN¥4.52BCN¥2.99BCN¥2.55BCN¥2.36BCN¥1.95B
EBITDAn/aCN¥1.65BCN¥1.59BCN¥1.22BCN¥927M
Net incomeCN¥1.19BCN¥886MCN¥707MCN¥606MCN¥492M
Free cash flow-CN¥235M-CN¥761M-CN¥1.42B-CN¥133M-CN¥1.01B
Capital expenditureCN¥1.12BCN¥1.15BCN¥991MCN¥1.12BCN¥1.26B
Total debtCN¥14.4BCN¥12.4BCN¥12.0BCN¥9.79BCN¥9.18B

Quarterly statements and history in the cockpit →

Lizhong Sitong Light Alloys 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%-40%-20%0%+20%6001143007180025410014405463605196BOSNJYOTICNCBEIA-B002552300179300034HAPPYFORGE2610AZAD002708600765688661300428.SZ6-month return →1-month return →
Up and to the right = strong over both horizons. Lizhong Sitong Light Alloys is the large dot.

Fundamentals: revenue growth against valuation

-20%0%+20%+40%50×100×6001143007180025410014405463605196JYOTICNC300179300034HAPPYFORGE2610AZAD002708600765688661300428.SZRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Lizhong Sitong Light Alloys is the large dot.

Lizhong Sitong Light Alloys competitors and peer comparison

How Lizhong Sitong Light Alloys 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.

Lizhong Sitong Light Alloys against its 20 peers (data as of 6 Nov 2026)
Measure300428.SZPeer medianRank in peer set
1-month return+10.4%-11.2%3rd highest of 20
6-month return-2.5%-6.0%10th highest of 19
Distance from 52-week high-23.5%-44.8%8th highest of 20
Revenue growth (TTM)+23.6%+16.6%7th highest of 21
Operating margin4.2%11.1%5th lowest of 21
Forward P/E11.8×40.5×2nd cheapest of 18
ROIC minus cost of capital+0.6 pp-0.5 pp9th highest of 21

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Lizhong Sitong Light Alloys 300428.SZChina$2.14B-3%+24%4%11.8×n/an/a
NBTM New Materials 600114.SSChina$2.14B-40%+6%9%22.8×13.8%+13.0%
Zhejiang Changsheng Sliding Bearings 300718.SZChina$2.25B-29%+20%21%47.3×16.5%+14.1%
Anhui Honglu Steel Construction (Group) 002541.SZChina$2.30B+4%+12%5%16.0×3.8%+10.4%
Taihan Cable & Solution 001440.KSSouth Korea$2.31B-70%+22%5%99.2×n/an/a
Maruichi Steel Tube 5463.TJapan$2.32B+5%-2%14%11.9×-2.7%+8.6%
Hebei Huatong Wires and Cables 605196.SSChina$1.94B-41%+49%10%13.4×n/an/a
Bossard BOSN.SWSwitzerland$2.42B+55%+7%11%20.1×5.9%+5.6%
Jyoti Cnc Automation JYOTICNC.NSIndia$2.45B+32%+18%21%53.8×n/an/a
Beijer Alma BEIA-B.STSweden$1.86B0%+6%15%20.7×9.9%+12.8%
Baoding Technology 002552.SZChina$1.84B+44%+64%15%n/a11.3%+54.0%
SF Diamond 300179.SZChina$1.81B-12%+34%11%79.8×49.2%+12.2%
Gaona Aero Material 300034.SZChina$1.71B-29%+5%5%49.0×21.3%+18.5%
Happy Forging HAPPYFORGE.NSIndia$1.70B+20%+16%25%40.5×42.7%+21.2%
Nanshan Aluminium International 2610.HKHong Kong$1.67B-45%-19%21%7.8×n/an/a
Azad Engineering AZAD.NSIndia$1.66B+8%+29%28%91.6×n/an/a
Changzhou Nrb 002708.SZChina$1.63B+50%+29%1%74.0×n/an/a
Tolerance Technology (Jiangsu) 301583.SZChina$2.82Bn/a+18%15%n/an/an/a
Avic Heavy Machinery 600765.SSChina$2.84B-23%-13%4%23.1×n/an/a
Suzhou UIGreen Micro&Nano Technologies 688661.SSChina$1.55B-44%-7%-3%44.2×n/an/a
Zetwerk Manufacturing Businesses ZETWERK.NSIndia$2.96Bn/a+40%1%n/an/an/a

Questions

Which companies are Lizhong Sitong Light Alloys's closest peers?
The cockpit's peer set: NBTM New Materials (600114.SS), Zhejiang Changsheng Sliding Bearings (300718.SZ), Anhui Honglu Steel Construction (Group) (002541.SZ), Taihan Cable & Solution (001440.KS), Maruichi Steel Tube (5463.T), Hebei Huatong Wires and Cables (605196.SS), Bossard (BOSN.SW), Jyoti Cnc Automation (JYOTICNC.NS).
Is Lizhong Sitong Light Alloys expensive compared with its peers?
On forward p/e it trades at 11.8× against a peer median of 40.5×, 2nd cheapest of 18 in its peer set.
How has Lizhong Sitong Light Alloys stock performed?
Over six months to 6 Nov 2026 the shares returned -2.5% against -6.0% for the median peer; over one year -7.3%.

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.