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← CockpitCompetitor Analysis › 301149.SZ Shandong Longhua New Material Co. Ltd. Class AOpen in the cockpit ↗

Shandong Longhua New Material Co. Ltd. Class A301149.SZCompetitor analysis, valuation and peers

China · CNY·Materials›Chemicals: Specialty
Momentum laggard 11
Mkt cap
$751M
US dollars, full cap
Free float
92%
of shares outstanding
$/day
$16.0M
20-day average traded
Fwd P/E
8.7×
forward earnings
ROIC−WACC
-2.1 pp
WACC 7.7%
Hurdle
n/a
no reverse DCF
Next earnings
161 days
16 Apr 2027
Close · CNYCN¥6.44
1D-2.7%
1W+3.0%
1M-18.7%
3M-15.6%
6M-38.9%
YTD-21.3%
1Y-22.7%
ATR %5.0%
52w lowhigh43.6% off high

What Shandong Longhua New Material does

Employees: 615

Shandong Longhua New Material at a glance

Size Shandong Longhua New Material (301149.SZ) is a China Materials company (Chemicals: Specialty) with a market value of $751M, the 2904th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥6.44 on 6 Nov 2026.

Performance Over six months the shares fell 38.9%, against -23.7% for the median peer and -16.4% for the China market (cap-weighted) — 4th lowest of 20 in its peer set.

Growth Revenue grew 32.7% over the last twelve months (peer median +5.5%); the operating margin is 2.2% (peer median 9.8%).

Valuation It trades at 8.7× forward earnings against a peer median of 18.0× (cheapest of 12).

Capital Return on invested capital runs 2.1 points below its cost of capital (7.7% WACC).

Next results Next results expected around 16 Apr 2027 (exchange calendar; dates can move).

Relative performance

608010011 May 202611 Aug 20266 Nov 2026Peer median 75301149.SZ 60
Six months, rebased to 100: Shandong Longhua New Material against the median of its 20 peers (local-currency closes).

Shandong Longhua New Material financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥7.63BCN¥6.32BCN¥5.62BCN¥5.02BCN¥3.17B
Revenue growth—+12%+12%+58%—
Gross profitCN¥419MCN¥253MCN¥214MCN¥370MCN¥202M
EBITDAn/aCN¥268MCN¥235MCN¥335MCN¥172M
Net incomeCN¥175MCN¥143MCN¥171MCN¥248MCN¥127M
Free cash flow-CN¥111M-CN¥29.1M-CN¥290M-CN¥194M-CN¥66.1M
Capital expenditureCN¥128MCN¥233MCN¥380MCN¥434MCN¥285M
Total debtCN¥1.42BCN¥1.03BCN¥832MCN¥449MCN¥638,480

Quarterly statements and history in the cockpit →

Shandong Longhua New Material 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%-25%0%+25%+50%-20%0%+20%CLEANWLKP3008563009056002303010764220603212KRNT3014193005866032170002106039806883863101301149.SZ6-month return →1-month return →
Up and to the right = strong over both horizons. Shandong Longhua New Material is the large dot.

Fundamentals: revenue growth against valuation

0%+25%+50%+75%+100%25×50×75×CLEANWLKP3008566002303010764220KRNT6038226883863101301149.SZRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Shandong Longhua New Material is the large dot.

Shandong Longhua New Material competitors and peer comparison

How Shandong Longhua New Material 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.

Shandong Longhua New Material against its 20 peers (data as of 6 Nov 2026)
Measure301149.SZPeer medianRank in peer set
1-month return-18.7%-10.9%3rd lowest of 21
6-month return-38.9%-23.7%4th lowest of 20
Distance from 52-week high-43.6%-39.9%9th lowest of 21
Revenue growth (TTM)+32.7%+5.5%3rd highest of 21
Operating margin2.2%9.8%6th lowest of 20
Forward P/E8.7×18.0×cheapest of 12
ROIC minus cost of capital-2.1 pp-2.5 pp10th highest of 20

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
Shandong Longhua New Material 301149.SZChina$751M-39%+33%2%8.7×n/an/a
Clean Science & Technology CLEAN.NSIndia$753M-24%+5%26%26.6×31.8%+13.2%
Westlake Chemical Partners LP WLKPUnited States$747M-9%+9%29%12.0×n/an/a
Nanjing COSMOS Chemical 300856.SZChina$757M-24%+12%12%35.0×3.3%+8.0%
Poly Plastic Masterbatch (SuZhou) 300905.SZChina$758M-59%+10%11%n/a29.1%+17.2%
Hebei Cangzhou Dahua 600230.SSChina$738M-36%-1%4%16.6×-0.4%+22.6%
Sino-High (China) 301076.SZChina$736M-24%+4%14%57.1×43.8%+9.1%
Riken Technos 4220.TJapan$771M+46%+6%11%10.4×-4.8%+8.3%
Cybrid Technologies 603212.SSChina$725M-19%-9%-7%n/an/an/a
Kornit Digital KRNTUnited States$724M+4%+4%-17%86.4×36.2%+0.9%
Shanghai Allied Industrial 301419.SZChina$723M+10%+19%14%n/an/an/a
Malion New Materials 300586.SZChina$720M-42%+4%-4%n/an/an/a
Yuanli Chemical 603217.SSChina$720M-25%+8%10%18.0×n/an/a
Hangzhou Grascent 301688.SZChina$720Mn/a+12%n/an/a47.1%n/a
Sichuan Lutianhua Company Limited By Shares 000912.SZChina$785M-31%-5%-4%n/an/an/a
DL 000210.KSSouth Korea$718M-37%+5%10%n/an/an/a
Zhejiang Jiaao Enprotech Stock 603822.SSChina$718M-19%+101%19%9.7×-7.5%+31.6%
Zhejiang Jihua 603980.SSChina$788M+22%+2%2%n/a27.0%-3.6%
Orinko Advanced Plastics 688219.SSChina$714M-23%+13%2%n/a14.4%+9.5%
Pan Asian Microvent Tech (Jiangsu) 688386.SSChina$792M-40%+37%18%40.7×n/an/a
Toyobo 3101.TJapan$793M-1%+2%7%13.6×2.0%+4.6%

Questions

Which companies are Shandong Longhua New Material's closest peers?
The cockpit's peer set: Clean Science & Technology (CLEAN.NS), Westlake Chemical Partners LP (WLKP), Nanjing COSMOS Chemical (300856.SZ), Poly Plastic Masterbatch (SuZhou) (300905.SZ), Hebei Cangzhou Dahua (600230.SS), Sino-High (China) (301076.SZ), Riken Technos (4220.T), Cybrid Technologies (603212.SS).
Is Shandong Longhua New Material expensive compared with its peers?
On forward p/e it trades at 8.7× against a peer median of 18.0×, cheapest of 12 in its peer set.
How has Shandong Longhua New Material stock performed?
Over six months to 6 Nov 2026 the shares returned -38.9% against -23.7% for the median peer; over one year -22.7%.

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.