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Employees: 284
Size Yangzhou Seashine New Materials (300885.SZ) is a China Industrials company (Metal Fabrication) with a market value of $637M, the 3277th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥17.11 on 6 Nov 2026.
Performance Over six months the shares fell 40.3%, against -22.8% for the median peer and -16.4% for the China market (cap-weighted) — 5th lowest of 21 in its peer set.
Growth Revenue grew 38.8% over the last twelve months (peer median +13.4%); the operating margin is 22.0% (peer median 8.3%).
Valuation It trades at 9.5× enterprise value to sales against a peer median of 1.9× (most expensive of 21).
Price implies For today's price to make sense, revenue must grow about 25% a year for seven years (Req g). Recent delivered growth is +4%, so the hurdle is +20 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 5.2 points above its cost of capital (7.3% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥403M | CN¥265M | CN¥295M | CN¥222M | CN¥219M |
| Revenue growth | — | -10% | +33% | +2% | — |
| Gross profit | CN¥136M | CN¥83.1M | CN¥97.9M | CN¥58.6M | CN¥67.8M |
| EBITDA | CN¥107M | CN¥66.3M | CN¥80.0M | CN¥45.5M | CN¥49.5M |
| Net income | CN¥68.4M | CN¥55.2M | CN¥71.2M | CN¥46.2M | CN¥57.2M |
| Free cash flow | CN¥37.7M | CN¥51.5M | CN¥78.0M | CN¥25.9M | CN¥32.2M |
| Capital expenditure | CN¥23.1M | CN¥6.65M | CN¥9.01M | CN¥17.8M | CN¥64.7M |
| Total debt | CN¥4.53M | CN¥9.89M | CN¥201,230 | CN¥787,351 | CN¥3.42M |
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| Measure | 300885.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -3.5% | -10.4% | 6th highest of 21 |
| 6-month return | -40.3% | -22.8% | 5th lowest of 21 |
| Distance from 52-week high | -53.0% | -40.7% | 7th lowest of 21 |
| Revenue growth (TTM) | +38.8% | +13.4% | 3rd highest of 21 |
| Operating margin | 22.0% | 8.3% | 2nd highest of 21 |
| EV / Sales | 9.5× | 1.9× | most expensive of 21 |
| Growth the price implies (Req g, 7 yrs) | 24.7% | 6.1% | 3rd most demanding of 13 |
| Growth delivered (Del g) | +4.3% | +10.2% | 3rd lowest of 13 |
| Hurdle (Req g minus delivered) | +20.4 pp | +2.9 pp | 2nd most demanding of 13 |
| ROIC minus cost of capital | +5.2 pp | +1.8 pp | 5th highest of 21 |
| EV / EBITDA | 35.6× | 11.6× | 2nd most expensive of 12 |
| Net debt / EBITDA | -4.5× | 1.6× | least indebted of 12 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Yangzhou Seashine New Materials 300885.SZ | China | $637M | -40% | +39% | 22% | 9.5× | 24.7% | +4.3% |
| Zhejiang Zhongke Magnetic Industry 301141.SZ | China | $638M | -35% | +22% | 1% | 5.0× | n/a | n/a |
| Nan Juen International 6584.TWO | Taiwan | $633M | -59% | +44% | 27% | 6.9× | n/a | n/a |
| Shenzhen Minglida Precision Technology 301268.SZ | China | $630M | -53% | +26% | -5% | 1.9× | 40.9% | +18.4% |
| Park-Ohio PKOH | United States | $629M | +41% | +3% | 5% | 0.8× | 8.6% | +4.3% |
| Shanghai Zhongzhou Special Alloy Materials 300963.SZ | China | $651M | -44% | +1% | 8% | 4.9× | n/a | n/a |
| Technocraft Industries (India) TIIL.NS | India | $655M | +9% | +12% | 14% | 2.1× | 18.5% | +16.3% |
| AKVA AKVA.OL | Norway | $618M | +18% | +14% | 7% | 1.6× | 3.7% | +6.7% |
| SBE-Varvit VARV.MI | Italy | $663M | -7% | +11% | 12% | 1.5× | -0.9% | -4.6% |
| Guangdong Enpack Packaging 002846.SZ | China | $609M | -37% | +20% | 3% | 2.2× | 18.4% | +11.4% |
| Gem-Year Industrial 601002.SS | China | $668M | -25% | +5% | 14% | 1.5× | -7.5% | -1.5% |
| Skipper SKIPPER.NS | India | $669M | +7% | +17% | 9% | 1.1× | n/a | n/a |
| G-SHANK Enterprise 2476.TW | Taiwan | $599M | -22% | +24% | 19% | 1.8× | -0.1% | +9.3% |
| Elmet ELMT | United States | $598M | +28% | +6% | 6% | 2.7× | 21.9% | +5.9% |
| Zhejiang Cayi Vacuum Container 301004.SZ | China | $688M | -28% | -23% | 16% | 2.0× | -8.0% | +45.9% |
| Shandong Daye 603278.SS | China | $689M | +21% | 0% | 0% | 1.7× | n/a | n/a |
| Jiangxi Yuean Advanced Materials 688786.SS | China | $587M | -13% | +12% | 21% | 8.1× | 24.8% | +11.2% |
| Hwaway Technology 001380.SZ | China | $586M | -24% | +7% | 11% | 1.9× | 1.3% | +30.4% |
| Zhejiang Meili High Technology 300611.SZ | China | $586M | -25% | +80% | 8% | 1.8× | n/a | n/a |
| Wuxi Huadong Heavy Machinery 002685.SZ | China | $698M | -50% | +33% | 10% | 3.4× | n/a | n/a |
| ALCONIX 3036.T | Japan | $566M | +19% | +18% | 6% | 0.6× | n/a | n/a |