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Chinese maker of electronic copper foil for PCBs and lithium-ion battery current collectors.
Chinese maker of electronic copper foil for PCBs and lithium-ion battery current collectors.
Makes foil by electrolysis from copper and sells at the copper price plus a processing fee, so profit is the processing margin over copper cost rather than the copper price itself. Its parent Tongling Nonferrous is a state-owned copper group.
In one line: A China-based specialty copper-foil maker.
Moat: narrow (customer qualification, scale). Certified 'core supplier' status to top battery makers (BYD, CATL); copper foil is a qualified, capital-intensive input.
Headquarters: Chizhou, China · Founded: 2010 · Employees: 1,949
Size Anhui Tongguan Copper Foil (301217.SZ) is a China Industrials company (Metal Fabrication) with a market value of $8.60B, the 287th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥69.15 on 6 Nov 2026.
Performance Over six months the shares fell 11.7%, against -15.9% for the median peer and -16.4% for the China market (cap-weighted) — 9th highest of 21 in its peer set.
Growth Revenue grew 36.5% over the last twelve months (peer median +17.5%); the operating margin is 4.8% (peer median 10.9%).
Valuation It trades at 105.6× forward earnings against a peer median of 24.7× (2nd most expensive of 21).
Capital Return on invested capital runs 11.0 points below its cost of capital (18.3% WACC).
Next results Next results expected around 29 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥8.49B | CN¥6.69B | CN¥4.70B | CN¥3.77B | CN¥3.85B |
| Revenue growth | — | +42% | +25% | -2% | — |
| Gross profit | CN¥796M | CN¥220M | -CN¥56.9M | CN¥64.1M | CN¥356M |
| EBITDA | n/a | CN¥317M | -CN¥28.6M | CN¥111M | CN¥396M |
| Net income | CN¥338M | CN¥62.6M | -CN¥156M | CN¥17.2M | CN¥265M |
| Free cash flow | -CN¥33,440 | -CN¥477M | -CN¥859M | -CN¥1.17B | -CN¥26.3M |
| Capital expenditure | CN¥149M | CN¥313M | CN¥418M | CN¥608M | CN¥519M |
| Total debt | CN¥1.32B | CN¥1.44B | CN¥639M | CN¥537M | CN¥98.0M |
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.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Anhui Tongguan Copper Foil 301217.SZ | $8.60B | -12% | +36% | 5% | 105.6× | n/a |
| Nuode New Materials 600110.SS | $2.21B | -22% | +100% | 4% | 37.0× | n/a |
| Guangdong Jia Yuan Technology Shares 688388.SS | $2.12B | -38% | +81% | 4% | 17.9× | n/a |
| Jiujiang Defu Technology 301511.SZ | $5.09B | -28% | +69% | 6% | 44.4× | n/a |
| Solus Advanced Materials 336370.KS | $343M | -52% | +1% | -14% | 16.9× | n/a |
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 | 301217.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -30.6% | -4.5% | 2nd lowest of 21 |
| 6-month return | -11.7% | -15.9% | 9th highest of 21 |
| Distance from 52-week high | -65.8% | -27.2% | 2nd lowest of 21 |
| Revenue growth (TTM) | +36.5% | +17.5% | 6th highest of 21 |
| Operating margin | 4.8% | 10.9% | 3rd lowest of 21 |
| Forward P/E | 105.6× | 24.7× | 2nd most expensive of 21 |
| ROIC minus cost of capital | -11.0 pp | +0.8 pp | 3rd lowest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Anhui Tongguan Copper Foil 301217.SZ | China | $8.60B | -12% | +36% | 5% | 105.6× | n/a | n/a |
| Bharat Forge BHARATFORG.NS | India | $9.01B | -13% | +18% | 11% | 51.4× | 46.3% | +21.6% |
| SSAB SSAB-A.ST | Sweden | $9.31B | +10% | +3% | 8% | 12.2× | n/a | n/a |
| Bluescope Steel BSL.AX | Australia | $9.53B | +4% | +2% | 6% | 10.3× | 16.7% | +5.3% |
| Valmont Industries VMI | United States | $7.74B | -21% | +5% | 14% | 15.9× | 10.7% | +7.2% |
| Himile Mechanical Science & Technology (Shandong) 002595.SZ | China | $7.40B | -29% | +17% | 20% | 19.8× | 8.4% | +15.9% |
| SFS SFSN.SW | Switzerland | $6.68B | +15% | +2% | 12% | 19.8× | -2.1% | +12.3% |
| Mueller Industries MLI | United States | $11.5B | -25% | +21% | 20% | 12.0× | 0.0% | +11.7% |
| Schaeffler India SCHAEFFLER.NS | India | $5.83B | -17% | +23% | 15% | 40.4× | 29.7% | +20.8% |
| SKF SKF-A.ST | Sweden | $12.7B | +18% | -10% | 12% | 16.4× | 5.8% | +4.1% |
| Jiujiang Defu Technology 301511.SZ | China | $5.09B | -28% | +69% | 6% | 44.4× | n/a | n/a |
| RBC Bearings RBC | United States | $15.0B | -22% | +17% | 26% | 29.6× | 26.0% | +25.2% |
| JL MAG Rare-Earth 6680.HK | Hong Kong | $4.59B | -27% | +46% | 11% | 17.3× | 14.3% | +25.2% |
| POCO 300811.SZ | China | $4.24B | -15% | +48% | 24% | 38.4× | n/a | n/a |
| Hengdian Group DMEGC Magnetics 002056.SZ | China | $4.16B | -9% | +3% | 7% | 14.5× | n/a | n/a |
| PTC Industries PTCIL.NS | India | $4.09B | +45% | +95% | 19% | 174.5× | n/a | n/a |
| Shyam Metalics & Energy SHYAMMETL.NS | India | $3.84B | +47% | +26% | 9% | 19.3× | n/a | n/a |
| Endurance Technologies ENDURANCE.NS | India | $3.71B | -1% | +32% | 8% | 32.3× | 29.9% | +17.6% |
| Sinomach Precision Industry 002046.SZ | China | $3.47B | -17% | -1% | 4% | 75.7× | n/a | n/a |
| Shaanxi Sirui Advanced Materials 688102.SS | China | $2.99B | -39% | +38% | 11% | 96.5× | n/a | n/a |
| Zhejiang XCC 603667.SS | China | $2.99B | -20% | -15% | 2% | 91.0× | 47.9% | +13.9% |