Loading…
Employees: 1,264
Size Changzhou Tronly New Electronic Materials (300429.SZ) is a China Materials company (Chemicals: Specialty) with a market value of $923M, the 2463rd largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥8.83 on 6 Nov 2026.
Performance Over six months the shares fell 37.4%, against -25.4% for the median peer and -16.4% for the China market (cap-weighted) — 4th lowest of 20 in its peer set.
Growth Revenue grew 14.3% over the last twelve months (peer median +5.8%); the operating margin is -13.9% (peer median 7.2%).
Valuation It trades at 2.56× book value against a peer median of 2.48× (10th most expensive of 21).
Price implies The share price implies a return on equity of about 28.6%; Changzhou Tronly New Electronic Materials delivers -10.6%, so the price asks more than the business earns today.
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥1.08B | CN¥985M | CN¥921M | CN¥792M | CN¥888M |
| Revenue growth | — | +7% | +16% | -11% | — |
| Gross profit | CN¥354M | CN¥214M | CN¥133M | CN¥144M | CN¥203M |
| EBITDA | n/a | CN¥161M | CN¥85.6M | CN¥82.1M | CN¥101M |
| Net income | -CN¥200M | -CN¥127M | -CN¥182M | -CN¥45.9M | -CN¥92.7M |
| Free cash flow | CN¥38.6M | -CN¥89.5M | -CN¥171M | -CN¥266M | -CN¥340M |
| Capital expenditure | CN¥128M | CN¥157M | CN¥215M | CN¥388M | CN¥499M |
| Total debt | CN¥1.04B | CN¥1.31B | CN¥1.30B | CN¥1.65B | CN¥1.56B |
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.
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.
| Measure | 300429.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -13.8% | -11.1% | 9th lowest of 21 |
| 6-month return | -37.4% | -25.4% | 4th lowest of 20 |
| Return on equity | -10.6% | 2.8% | 4th lowest of 21 |
| Price / book | 2.56× | 2.48× | 10th most expensive of 21 |
| ROE the price implies | 28.6% | 26.0% | 10th most demanding of 21 |
| ROE delivered | -10.6% | 2.7% | 4th lowest of 18 |
| Company | Market | Market cap | 6M return | Revenue growth | ROE | Price / book | Implied ROE | Delivered ROE |
|---|---|---|---|---|---|---|---|---|
| Changzhou Tronly New Electronic Materials 300429.SZ | China | $923M | -37% | +14% | -11% | 2.56× | 28.6% | -10.6% |
| Quechen Silicon Chemical 605183.SS | China | $926M | -12% | +7% | 10% | 1.64× | 12.0% | 9.7% |
| Green Plains GPRE | United States | $927M | -27% | -22% | 15% | 1.07× | 10.9% | 15.4% |
| Guangzhou Human New Material Science & Technology 301683.SZ | China | $918M | -25% | +20% | 19% | 2.53× | 28.3% | n/a |
| Jiangsu Chengxing Phosph-Chemicals 600078.SS | China | $928M | -29% | +27% | 13% | 3.18× | 28.7% | 13.3% |
| Rastar Environmental Protection Materials 300834.SZ | China | $933M | -9% | -23% | 2% | 2.21× | 15.5% | 2.4% |
| Zhejiang Oceanking Development 603213.SS | China | $938M | +1% | -17% | -1% | 3.44× | 29.7% | -0.9% |
| Shenzhen Wote Advanced Materials 002886.SZ | China | $906M | -15% | +10% | 4% | 2.67× | 33.5% | 4.1% |
| Sichuan Xinjinlu 000510.SZ | China | $906M | -32% | -4% | -25% | 6.49× | 62.3% | -25.3% |
| Longkou Union Chemical 301209.SZ | China | $904M | -39% | -3% | 1% | 8.12× | 46.0% | 0.8% |
| Henan Jindan Lactic Acid Technology 300829.SZ | China | $900M | +52% | +5% | 3% | 2.39× | 15.8% | 2.7% |
| Boai NKY Medical 300109.SZ | China | $896M | -32% | -17% | 3% | 1.78× | 18.2% | 3.5% |
| Sudarshan Chemical Industries SUDARSCHEM.NS | India | $893M | +10% | +90% | 1% | 2.43× | 32.1% | n/a |
| TETRA Technologies TTI | United States | $891M | -39% | +6% | 3% | 2.14× | 20.9% | 2.8% |
| Compass Minerals International CMP | United States | $962M | -18% | +5% | 7% | 3.65× | 33.0% | 7.0% |
| Guangdong Sinoplast Adv Matl 301686.SZ | China | $962M | n/a | +7% | 24% | 5.03× | 69.1% | n/a |
| Zhejiang Wansheng 603010.SS | China | $872M | -25% | +19% | -34% | 2.17× | 23.6% | -33.8% |
| Lihuayi Weiyuan Chemical 600955.SS | China | $978M | -39% | +18% | -11% | 0.87× | 8.6% | -11.2% |
| Jiujiang Shanshui Technology 301190.SZ | China | $983M | +32% | +54% | 6% | 3.07× | 19.8% | 5.8% |
| Hangjin Technology 000818.SZ | China | $988M | -35% | -29% | -5% | 3.00× | 29.7% | -4.7% |
| Hanking Gold International 3788.HK | Hong Kong | $862M | -26% | -19% | 1% | 2.25× | 15.8% | 0.6% |