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Chinese new-materials technology company; specific product lines not confirmed from available knowledge.
Chinese new-materials technology company; specific product lines not confirmed from available knowledge.
Moat: none
Headquarters: China · Employees: 240
Size North Long Dragon New Materials Tech (301357.SZ) is a China Materials company (Other Metals/Minerals) with a market value of $1.23B, the 1929th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥86.06 on 6 Nov 2026.
Performance Over six months the shares fell 20.1%, against -37.2% for the median peer and -16.4% for the China market (cap-weighted) — 7th highest of 20 in its peer set.
Growth Revenue fell 8.6% over the last twelve months (peer median +45.4%); the operating margin is -23.3% (peer median 6.2%).
Valuation It trades at 7.42× book value against a peer median of 3.37× (3rd most expensive of 18).
Price implies The share price implies a return on equity of about 91.3%; North Long Dragon New Materials Tech delivers -2.3%, so the price asks more than the business earns today.
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥166M | CN¥206M | CN¥104M | CN¥134M | CN¥249M |
| Revenue growth | — | +98% | -23% | -46% | — |
| Gross profit | CN¥81.0M | CN¥94.2M | CN¥43.0M | CN¥61.4M | CN¥139M |
| EBITDA | n/a | CN¥41.3M | -CN¥17.3M | -CN¥4.92M | CN¥95.3M |
| Net income | -CN¥25.7M | CN¥28.9M | -CN¥12.8M | CN¥11.5M | CN¥80.2M |
| Free cash flow | CN¥7.72M | -CN¥48.5M | -CN¥165M | -CN¥67.5M | -CN¥74.2M |
| Capital expenditure | CN¥29.6M | CN¥46.3M | CN¥34.2M | CN¥69.8M | CN¥127M |
| Total debt | CN¥244M | CN¥34.7M | CN¥39.5M | CN¥28.6M | CN¥226M |
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| Measure | 301357.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -1.7% | -17.6% | 7th highest of 21 |
| 6-month return | -20.1% | -37.2% | 7th highest of 20 |
| Return on equity | -2.3% | 5.6% | 7th lowest of 19 |
| Price / book | 7.42× | 3.37× | 3rd most expensive of 18 |
| ROE the price implies | 91.3% | 29.7% | 3rd most demanding of 18 |
| ROE delivered | -2.3% | 2.2% | 7th lowest of 16 |
| Company | Market | Market cap | 6M return | Revenue growth | ROE | Price / book | Implied ROE | Delivered ROE |
|---|---|---|---|---|---|---|---|---|
| North Long Dragon New Materials Tech 301357.SZ | China | $1.23B | -20% | -9% | -2% | 7.42× | 91.3% | -2.3% |
| Evolution Metals & Technologies EMAT | United States | $1.23B | -79% | n/a | n/a | n/a | n/a | n/a |
| Ivanhoe Electric IE | United States | $1.21B | -45% | -21% | -8% | 2.30× | 22.7% | -8.4% |
| Faraday Copper FDY.TO | Canada | $1.21B | -18% | n/a | -46% | 8.07× | 95.4% | -46.4% |
| Solaris Resources SLS.TO | Canada | $1.19B | -28% | n/a | n/a | n/a | n/a | n/a |
| Eramet ERA.PA | France | $1.19B | -38% | 0% | -70% | 2.40× | 16.0% | -70.0% |
| Nanjing Hanrui Cobalt 300618.SZ | China | $1.27B | -49% | +11% | -1% | 1.42× | 19.6% | -0.6% |
| Gravita India GRAVITA.NS | India | $1.17B | -17% | +24% | 16% | 4.11× | 67.0% | 16.2% |
| Collective Mining CNL.TO | Canada | $1.17B | -22% | n/a | -60% | 10.64× | 54.5% | -60.1% |
| Jiangxi Jiangnan New Material Technology 603124.SS | China | $1.16B | -37% | +19% | 16% | 5.68× | 101.0% | 16.4% |
| Uranium Royalty UROY | United States | $1.16B | -24% | +1,570% | 15% | 1.20× | 14.2% | n/a |
| Alphamin Resources AFM.V | Canada | $1.12B | -15% | +45% | 56% | 2.81× | 17.8% | 55.8% |
| Londian Wason New Energy Tech, Inc. Unsponsored ADR FOIL | United States | $1.11B | n/a | +25% | 0% | 1.38× | 26.3% | n/a |
| Xizang Zhihui Mining 2546.HK | Hong Kong | $1.08B | +8% | +104% | 11% | 4.37× | 37.8% | n/a |
| Innuovo Technology 000795.SZ | China | $1.42B | -8% | +21% | 9% | 3.43× | 29.7% | 9.5% |
| Liontown LTR.AX | Australia | $1.43B | -75% | +115% | 9% | 1.39× | 20.5% | 9.0% |
| Zimplats ZIM.AX | Australia | $1.06B | -15% | +50% | 14% | 0.50× | 6.3% | 14.0% |
| Jain Resource Recycling JAINREC.NS | India | $1.05B | -43% | +48% | 23% | 5.74× | 39.5% | 23.0% |
| Americas Gold and Silver USA.TO | Canada | $1.05B | -50% | +86% | -27% | 3.49× | 44.3% | -27.1% |
| Tibet Mineral Development 000762.SZ | China | $1.50B | -50% | +270% | 2% | 3.37× | 44.1% | 2.2% |
| TMC TMC | United States | $1.00B | -60% | n/a | -1,123% | n/a | n/a | -1,123.2% |