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Chinese industrial-materials company based in Shenzhen; specific products and end markets not independently confirmed.
Chinese industrial-materials company based in Shenzhen; specific products and end markets not independently confirmed.
Moat: none
Headquarters: Shenzhen, Guangdong, China · Employees: 1,172
Size Shenzhen Cotran Industrial Material (300731.SZ) is a China Materials company (Industrial Specialties) with a market value of $707M, the 3038th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥26.81 on 6 Nov 2026.
Performance Over six months the shares fell 46.8%, against -5.2% for the median peer and -16.4% for the China market (cap-weighted) — lowest of 21 in its peer set.
Growth Revenue fell 1.2% over the last twelve months (peer median +2.4%); the operating margin is -0.7% (peer median 6.2%).
Valuation It trades at 7.96× book value against a peer median of 1.40× (most expensive of 21).
Price implies The share price implies a return on equity of about 116.6%; Shenzhen Cotran Industrial Material delivers -0.9%, so the price asks more than the business earns today.
Next results Next results expected around 28 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥1.19B | CN¥1.15B | CN¥956M | CN¥557M | CN¥517M |
| Revenue growth | — | +21% | +72% | +8% | — |
| Gross profit | CN¥250M | CN¥202M | CN¥183M | CN¥121M | CN¥96.0M |
| EBITDA | n/a | CN¥115M | CN¥100M | CN¥42.5M | CN¥18.3M |
| Net income | -CN¥5.27M | CN¥35.6M | CN¥17.3M | CN¥25.5M | -CN¥26.7M |
| Free cash flow | -CN¥35.8M | CN¥631,130 | -CN¥52.4M | CN¥21.7M | CN¥27.9M |
| Capital expenditure | CN¥43.4M | CN¥42.5M | CN¥66.1M | CN¥44.7M | CN¥52.4M |
| Total debt | CN¥560M | CN¥332M | CN¥269M | CN¥198M | CN¥197M |
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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 | 300731.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -35.2% | -8.6% | lowest of 21 |
| 6-month return | -46.8% | -5.2% | lowest of 21 |
| Return on equity | -0.9% | 7.0% | 4th lowest of 21 |
| Price / book | 7.96× | 1.40× | most expensive of 21 |
| ROE the price implies | 116.6% | 15.0% | most demanding of 21 |
| ROE delivered | -0.9% | 6.5% | 4th lowest of 19 |
| Company | Market | Market cap | 6M return | Revenue growth | ROE | Price / book | Implied ROE | Delivered ROE |
|---|---|---|---|---|---|---|---|---|
| Shenzhen Cotran Industrial Material 300731.SZ | China | $707M | -47% | -1% | -1% | 7.96× | 116.6% | -0.9% |
| Shanghai Smith Adhesive New Material 603683.SS | China | $706M | -43% | +19% | 6% | 2.79× | 24.5% | 6.1% |
| Shandong Ruifeng Chemical 300243.SZ | China | $715M | -19% | +2% | 6% | 2.56× | 28.6% | 6.0% |
| Shanghai Xinpeng Industry 002328.SZ | China | $723M | -39% | -23% | 9% | 1.42× | 11.6% | 9.4% |
| Kama KAMAHOLD.NS | India | $725M | -19% | +13% | 12% | 0.86× | 11.8% | n/a |
| Sakata Inx 4633.T | Japan | $732M | +8% | +9% | 10% | 0.97× | 7.5% | 10.3% |
| Chengdu Guibao Science and Technology 300019.SZ | China | $737M | -29% | +9% | 7% | 1.82× | 19.8% | 6.9% |
| Pizu 9893.HK | Hong Kong | $677M | -8% | -8% | 18% | 3.83× | 25.1% | 17.8% |
| SGL Carbon SGL.DE | Germany | $668M | +2% | -16% | -7% | 1.26× | 11.5% | -7.4% |
| Guangdong Silver Age Sci & Tech 300221.SZ | China | $667M | -16% | +7% | 11% | 2.78× | 31.0% | 10.8% |
| Keshun Waterproof Technologies 300737.SZ | China | $656M | -41% | -12% | -12% | 1.13× | 15.7% | -12.0% |
| Toyo Tanso 5310.T | Japan | $765M | -5% | -8% | 5% | 1.24× | 14.3% | 4.7% |
| Jiangsu Canlon Building Materials 300715.SZ | China | $770M | -1% | +3% | -1% | 2.83× | 21.7% | -0.7% |
| Central Glass 4044.T | Japan | $648M | 0% | +4% | 9% | 0.80× | 6.3% | 9.4% |
| Mativ MATV | United States | $646M | +27% | +1% | 20% | 1.37× | 11.9% | 20.0% |
| Rain Industries RAIN.NS | India | $645M | +35% | +17% | 7% | 0.76× | 13.8% | 7.2% |
| Konishi 4956.T | Japan | $643M | +9% | +7% | 11% | 1.03× | 7.0% | 11.1% |
| Shanghai Yaohua Pilkington Glass 600819.SS | China | $643M | -24% | 0% | 1% | 1.31× | 10.0% | 1.5% |
| Hubei Sanxia New Building Materials 600293.SS | China | $640M | +15% | -34% | -8% | 2.71× | 17.6% | -7.6% |
| Fineotex Chemical FCL.NS | India | $635M | +86% | +91% | 13% | 6.80× | 82.8% | n/a |
| New East New Materials 603110.SS | China | $633M | -5% | -5% | 1% | 6.01× | 59.7% | 0.6% |