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← CockpitCompetitor Analysis › 301395.SZ Renxin New Material Co., Ltd. Class AOpen in the cockpit ↗

Renxin New Material Co., Ltd. Class A301395.SZCompetitor analysis, valuation and peers

China · CNY·Materials›Chemicals: Specialty
Momentum strong 79
Mkt cap
$445M
US dollars, full cap
$/day
$11.0M
20-day average traded
P/B
2.07×
price to book
ROE
-8.8%
delivered
Implied ROE
18.7%
what the price asks
Close · CNYCN¥12.23
1D+0.4%
1W+6.3%
1M-6.6%
3M+7.3%
6M-9.7%
YTD-0.2%
1Y+8.3%
ATR %6.3%
52w lowhigh28.1% off high

What Renxin New Material does

Employees: 213

Renxin New Material at a glance

Size Renxin New Material (301395.SZ) is a China Materials company (Chemicals: Specialty) with a market value of $445M, the 4124th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥12.23 on 6 Nov 2026.

Performance Over six months the shares fell 9.7%, against -17.0% for the median peer and -16.4% for the China market (cap-weighted) — 9th highest of 21 in its peer set.

Growth Revenue grew 0.7% over the last twelve months (peer median +8.6%); the operating margin is -5.7% (peer median 7.1%).

Valuation It trades at 2.07× book value against a peer median of 1.64× (6th most expensive of 20).

Price implies The share price implies a return on equity of about 18.7%; Renxin New Material delivers -8.8%, so the price asks more than the business earns today.

Relative performance

608010011 May 202611 Aug 20266 Nov 2026301395.SZ 85Peer median 81
Six months, rebased to 100: Renxin New Material against the median of its 20 peers (local-currency closes).

Renxin New Material financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥2.30BCN¥2.21BCN¥2.21BCN¥1.98BCN¥2.44B
Revenue growth—0%+12%-19%—
Gross profit-CN¥61.7MCN¥53.5MCN¥51.1MCN¥57.0MCN¥124M
EBITDAn/aCN¥67.7MCN¥69.2MCN¥74.9MCN¥128M
Net income-CN¥130MCN¥33.5MCN¥53.2MCN¥55.8MCN¥94.1M
Free cash flow-CN¥300M-CN¥329M-CN¥27.4M-CN¥110MCN¥173M
Capital expenditureCN¥220MCN¥350MCN¥134MCN¥101MCN¥71.7M
Total debtCN¥796MCN¥430MCN¥273MCN¥266MCN¥275M

Quarterly statements and history in the cockpit →

Renxin 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

-40%-20%0%+20%-20%-10%0%1313000698603798301518ASIX603948VHIBAKELLEN00266600136717143001327942DHANUKA3002393009270746002054603120301395.SZ6-month return →1-month return →
Up and to the right = strong over both horizons. Renxin New Material is the large dot.

Fundamentals: return on equity against price-to-book

-10%0%10%20×40×1313000698603798301518ASIX603948VHIELLEN00266600136717143001327942DHANUKA3002393009270746002054603120301395.SZReturn on equity →Price / book →
A bank or insurer earning more on its equity usually trades at a higher multiple of book; points far above the trend are priced for more. Renxin New Material is the large dot.

Capital: ROE delivered against the ROE the price implies

0%20%40%0%20%40%1313000698603798301518ASIX603948ELLEN00136717143001327942DHANUKA300239300927603120301395.SZROE delivered →ROE the price implies →
Above the diagonal = the price asks for a higher return on equity than the business earns today. Renxin New Material is the large dot.

Renxin New Material competitors and peer comparison

How Renxin 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.

Renxin New Material against its 20 peers (data as of 6 Nov 2026)
Measure301395.SZPeer medianRank in peer set
1-month return-6.6%-11.9%8th highest of 21
6-month return-9.7%-17.0%9th highest of 21
Return on equity-8.8%6.8%lowest of 20
Price / book2.07×1.64×6th most expensive of 20
ROE the price implies18.7%12.9%7th most demanding of 20
ROE delivered-8.8%6.8%lowest of 20

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthROEPrice / bookImplied ROEDelivered ROE
Renxin New Material 301395.SZChina$445M-10%+1%-9%2.07×18.7%-8.8%
UPC Technology 1313.TWTaiwan$445M+4%-1%1%0.52×2.4%0.7%
Shenyang Chemical Industry 000698.SZChina$445M-6%+18%-1%2.02×12.9%-0.8%
Qingdao Copton Technology 603798.SSChina$443M-36%-12%3%2.44×21.6%3.4%
Changhua Chemical Technology 301518.SZChina$452M-45%+17%-3%1.88×19.1%-3.1%
Advansix ASIXUnited States$454M-17%+8%-3%0.58×7.7%-2.8%
Zhejiang Jianye Chemical 603948.SSChina$436M-35%-5%7%1.40×13.5%6.8%
Valhi VHIUnited States$456M+11%+3%-5%0.44×6.2%-4.8%
Braskem S.A. Sponsored ADR Pfd BAKUnited States$457M-70%-1%n/an/an/an/a
Ellenbarrie Industrial Gases ELLEN.NSIndia$434M0%+289%12%3.90×52.8%12.1%
Guangdong Delian 002666.SZChina$434M-29%+5%1%0.81×6.3%1.2%
Zhejiang Haisen Pharmaceutical 001367.SZChina$434M-20%+9%10%1.81×13.0%9.9%
Ho Tung Chemical 1714.TWTaiwan$459M+67%+36%10%1.15×4.9%9.5%
FuJian Nox Bellcow 300132.SZChina$459M-37%+18%13%1.95×16.2%12.8%
JSP 7942.TJapan$462M+29%+14%9%0.67×6.8%9.4%
Dhanuka Agritech DHANUKA.NSIndia$429M-17%0%17%2.37×32.3%17.2%
Baotou Dongbao Bio-Tech 300239.SZChina$429M-12%+7%4%1.64×10.8%3.5%
Nantong Jiangtian Chemical 300927.SZChina$463M-29%+51%9%2.98×30.6%8.7%
Lee & Man Chemical 0746.HKHong Kong$465M-9%+3%9%0.53×5.5%8.8%
Dymatic Chemicals 002054.SZChina$465M-25%+21%7%1.15×8.8%7.1%
Kente Catalysts 603120.SSChina$465M+6%+9%7%3.17×28.0%6.8%

Questions

Which companies are Renxin New Material's closest peers?
The cockpit's peer set: UPC Technology (1313.TW), Shenyang Chemical Industry (000698.SZ), Qingdao Copton Technology (603798.SS), Changhua Chemical Technology (301518.SZ), Advansix (ASIX), Zhejiang Jianye Chemical (603948.SS), Valhi (VHI), Braskem S.A. Sponsored ADR Pfd (BAK).
Is Renxin New Material expensive compared with its peers?
On price / book it trades at 2.07× against a peer median of 1.64×, 6th most expensive of 20 in its peer set. The share price implies a return on equity of about 18.7%; Renxin New Material delivers -8.8%, so the price asks more than the business earns today.
How has Renxin New Material stock performed?
Over six months to 6 Nov 2026 the shares returned -9.7% against -17.0% for the median peer; over one year +8.3%.

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.