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Chinese cobalt battery-material producer based in Ganzhou, making cobalt-based precursor and cathode materials for lithium batteries.
Chinese cobalt battery-material producer based in Ganzhou, making cobalt-based precursor and cathode materials for lithium batteries.
Moat: none. Cobalt-material processing is fairly commoditized, with pricing driven by cobalt raw-material costs.
Headquarters: Ganzhou, China · Employees: 2,440
Size Ganzhou Teng Yuan Cobalt New Material (301219.SZ) is a China Materials company (Chemicals: Specialty) with a market value of $1.85B, the 1358th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥32.29 on 6 Nov 2026.
Performance Over six months the shares fell 52.7%, against -28.3% for the median peer and -16.4% for the China market (cap-weighted) — 3rd lowest of 20 in its peer set.
Growth Revenue grew 64.2% over the last twelve months (peer median +18.1%); the operating margin is 10.4% (peer median 7.6%).
Valuation It trades at 12.5× forward earnings against a peer median of 15.4× (6th cheapest of 19).
Capital Return on invested capital runs 1.4 points above its cost of capital (12.9% WACC).
Next results Next results expected around 28 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥12.2B | CN¥8.34B | CN¥6.54B | CN¥5.54B | CN¥4.80B |
| Revenue growth | — | +27% | +18% | +16% | — |
| Gross profit | CN¥3.28B | CN¥2.28B | CN¥1.42B | CN¥1.01B | CN¥1.10B |
| EBITDA | n/a | CN¥1.78B | CN¥1.08B | CN¥553M | CN¥408M |
| Net income | CN¥975M | CN¥1.11B | CN¥685M | CN¥378M | CN¥274M |
| Free cash flow | -CN¥455M | CN¥137M | -CN¥105M | -CN¥168M | -CN¥475M |
| Capital expenditure | CN¥908M | CN¥799M | CN¥307M | CN¥957M | CN¥596M |
| Total debt | CN¥1.49B | CN¥2.28B | CN¥681M | CN¥201M | CN¥289M |
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 |
|---|---|---|---|---|---|---|
| Ganzhou Teng Yuan Cobalt New Material 301219.SZ | $1.85B | -53% | +64% | 10% | 12.5× | n/a |
| Zhejiang Huayou Cobalt 603799.SS | $9.30B | -50% | +38% | 12% | 9.3× | n/a |
| GEM 002340.SZ | $4.43B | -36% | +2% | 7% | 15.7× | 4.2% |
| CNGR Advanced Material 300919.SZ | $4.72B | -48% | +46% | 7% | 12.6× | n/a |
| Xiamen Tungsten 600549.SS | $8.55B | -37% | +67% | 10% | 13.2× | 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 | 301219.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -18.9% | -13.3% | 6th lowest of 21 |
| 6-month return | -52.7% | -28.3% | 3rd lowest of 20 |
| Distance from 52-week high | -55.3% | -54.1% | 11th highest of 21 |
| Revenue growth (TTM) | +64.2% | +18.1% | 3rd highest of 20 |
| Operating margin | 10.4% | 7.6% | 9th highest of 21 |
| Forward P/E | 12.5× | 15.4× | 6th cheapest of 19 |
| ROIC minus cost of capital | +1.4 pp | -0.6 pp | 8th highest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Ganzhou Teng Yuan Cobalt New Material 301219.SZ | China | $1.85B | -53% | +64% | 10% | 12.5× | n/a | n/a |
| Transfar Zhilian 002010.SZ | China | $1.87B | -21% | -30% | 5% | 16.1× | n/a | n/a |
| Zibo Qixiang Tengda Chemical 002408.SZ | China | $1.87B | -33% | +18% | -1% | 220.0× | 3.7% | -0.8% |
| Inner Mongolia Shuangxin Environment-Friendly Material 001369.SZ | China | $1.87B | -28% | +3% | 15% | n/a | n/a | n/a |
| Verbio VBK.DE | Germany | $1.88B | -37% | +19% | 5% | 13.2× | 1.1% | +12.8% |
| Jiangsu Lopal Tech 603906.SS | China | $1.82B | -54% | +96% | 7% | 14.7× | n/a | n/a |
| Garware Hi-Tech Films GRWRHITECH.NS | India | $1.88B | +40% | +15% | 21% | 37.7× | 38.8% | +16.6% |
| Lianhe Chemical Technology 002250.SZ | China | $1.90B | -16% | +28% | 13% | 19.7× | -3.4% | +6.1% |
| Standard Nuclear STDN | United States | $1.90B | n/a | n/a | -288% | n/a | n/a | n/a |
| Lily 603823.SS | China | $1.91B | +85% | +2% | 10% | 58.1× | 27.9% | +1.4% |
| Fuso Chemical 4368.T | Japan | $1.79B | -19% | +17% | 26% | 13.1× | 8.4% | +12.8% |
| Minerals Technologies MTX | United States | $1.91B | -22% | +5% | 13% | 9.8× | 0.5% | +5.4% |
| Guangdong Huate Gas 688268.SS | China | $1.92B | -47% | +27% | 13% | 56.1× | 35.6% | +7.2% |
| Chemours CC | United States | $1.92B | -45% | -1% | 3% | 8.2× | 16.1% | +3.2% |
| Ube 4208.T | Japan | $1.94B | +33% | +3% | 4% | 12.0× | n/a | n/a |
| Crystal Clear Electronic Material 300655.SZ | China | $1.75B | -25% | +27% | 7% | 78.2× | n/a | n/a |
| Tangshan SunFar Silicon Industries 603938.SS | China | $1.72B | +6% | +30% | 8% | 42.8× | n/a | n/a |
| Shida Shinghwa Advanced Material 603026.SS | China | $1.68B | -58% | +58% | 8% | 7.5× | n/a | n/a |
| Dongyue 0189.HK | Hong Kong | $2.04B | -28% | +8% | 19% | 5.6× | -12.4% | +6.6% |
| Ningbo Ronbay New Energy Technology 688005.SS | China | $2.05B | -45% | +41% | 1% | 37.8× | n/a | n/a |
| Shenzhen Dynanonic 300769.SZ | China | $1.65B | -50% | +188% | 4% | 12.5× | n/a | n/a |