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← CockpitCompetitor Analysis › 301565.SZ Sinolong New Materials Co., Ltd. Class AOpen in the cockpit ↗

Sinolong New Materials Co., Ltd. Class A301565.SZCompetitor analysis, valuation and peers

China · CNY·Materials›Chemicals: Specialty
Momentum laggard 13
Mkt cap
$799M
US dollars, full cap
Free float
33%
of shares outstanding
$/day
$13.0M
20-day average traded
Fwd P/E
23.9×
forward earnings
ROIC−WACC
-3.7 pp
WACC 7.1%
Hurdle
n/a
no reverse DCF
Close · CNYCN¥16.23
1D-1.9%
1W+14.9%
1M-17.1%
3M-21.5%
6M-26.9%
YTD-32.8%
1Y-31.4%
ATR %5.7%
52w lowhigh51.3% off high

What Sinolong New Materials does

Employees: 1,345

Sinolong New Materials at a glance

Size Sinolong New Materials (301565.SZ) is a China Materials company (Chemicals: Specialty) with a market value of $799M, the 2762nd largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥16.23 on 6 Nov 2026.

Performance Over six months the shares fell 26.9%, against -17.5% for the median peer and -16.4% for the China market (cap-weighted) — 6th lowest of 21 in its peer set.

Growth Revenue grew 20.3% over the last twelve months (peer median +6.4%); the operating margin is 0.7% (peer median 10.2%).

Valuation It trades at 23.9× forward earnings against a peer median of 30.8× (8th cheapest of 17).

Capital Return on invested capital runs 3.7 points below its cost of capital (7.1% WACC).

Relative performance

608010012011 May 202611 Aug 20266 Nov 2026Peer median 82301565.SZ 72
Six months, rebased to 100: Sinolong New Materials against the median of its 20 peers (local-currency closes).

Sinolong New Materials financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥2.64BCN¥2.13BCN¥2.47BCN¥2.35BCN¥2.29B
Revenue growth—-14%+5%+3%—
Gross profitCN¥390MCN¥261MCN¥265MCN¥386MCN¥460M
EBITDAn/aCN¥215MCN¥249MCN¥371MCN¥442M
Net incomeCN¥31.2MCN¥78.2MCN¥113MCN¥206MCN¥285M
Free cash flow-CN¥73.0M-CN¥730MCN¥157MCN¥134MCN¥173M
Capital expenditureCN¥679MCN¥861MCN¥186MCN¥238MCN¥252M
Total debtCN¥3.28BCN¥1.36BCN¥1.02BCN¥1.09BCN¥994M

Quarterly statements and history in the cockpit →

Sinolong New Materials 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%+40%-20%-10%0%6039313101688386NEOGEN603980000912688720603867NEO30109242200021021314300174300905300856CLEAN002057ALKYLAMINE301565.SZ6-month return →1-month return →
Up and to the right = strong over both horizons. Sinolong New Materials is the large dot.

Fundamentals: revenue growth against valuation

-50%-25%0%+25%0×100×200×6039313101688386NEOGEN688720603867NEO301092600691002102300856002057301565.SZRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Sinolong New Materials is the large dot.

Sinolong New Materials competitors and peer comparison

How Sinolong New Materials 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.

Sinolong New Materials against its 20 peers (data as of 6 Nov 2026)
Measure301565.SZPeer medianRank in peer set
1-month return-17.1%-15.4%7th lowest of 21
6-month return-26.9%-17.5%6th lowest of 21
Distance from 52-week high-51.3%-42.3%6th lowest of 21
Revenue growth (TTM)+20.3%+6.4%5th highest of 21
Operating margin0.7%10.2%5th lowest of 21
Forward P/E23.9×30.8×8th cheapest of 17
ROIC minus cost of capital-3.7 pp-4.2 pp9th highest of 21

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
Sinolong New Materials 301565.SZChina$799M-27%+20%1%23.9×n/an/a
Hangzhou Greenda Electronic Materials 603931.SSChina$797M-31%-4%20%39.7×21.4%+1.4%
Toyobo 3101.TJapan$793M-1%+2%7%13.6×2.0%+4.6%
Pan Asian Microvent Tech (Jiangsu) 688386.SSChina$792M-40%+37%18%40.7×n/an/a
Neogen Chemicals NEOGEN.NSIndia$809M+47%+27%14%109.3×n/an/a
Zhejiang Jihua 603980.SSChina$788M+22%+2%2%n/a27.0%-3.6%
Sichuan Lutianhua Company Limited By Shares 000912.SZChina$785M-31%-5%-4%n/an/an/a
Jiangsu Aisen Semiconductor Material 688720.SSChina$817M-21%+29%5%40.2×n/an/a
Zhejiang Xinhua Chemical 603867.SSChina$817M-27%+7%10%16.1×12.8%+4.9%
Neo Performance Materials NEO.TOCanada$821M-13%+24%14%12.2×n/an/a
Zhejiang Zhengguang Industrial 301092.SZChina$823M-1%-5%13%53.7×n/an/a
Shanxi Lu'an Chemical Technology 600691.SSChina$827M-31%-14%-8%232.0×27.2%-11.2%
Riken Technos 4220.TJapan$771M+46%+6%11%10.4×-4.8%+8.3%
HuBei NengTer Technology 002102.SZChina$832M-12%-59%-3%16.6×n/an/a
China Petrochemical Development 1314.TWTaiwan$833M-1%-35%-18%n/an/an/a
Fujian Yuanli Active Carbon 300174.SZChina$840M-14%+7%9%20.2×17.3%+10.1%
Poly Plastic Masterbatch (SuZhou) 300905.SZChina$758M-59%+10%11%n/a29.1%+17.2%
Nanjing COSMOS Chemical 300856.SZChina$757M-24%+12%12%35.0×3.3%+8.0%
Clean Science & Technology CLEAN.NSIndia$753M-24%+5%26%26.6×31.8%+13.2%
Sinosteel New Materials 002057.SZChina$849M-22%+13%9%12.3×12.4%+13.5%
Alkyl Amines Chemicals ALKYLAMINE.NSIndia$849M-9%+13%17%37.4×36.2%+4.3%

Questions

Which companies are Sinolong New Materials's closest peers?
The cockpit's peer set: Hangzhou Greenda Electronic Materials (603931.SS), Toyobo (3101.T), Pan Asian Microvent Tech (Jiangsu) (688386.SS), Neogen Chemicals (NEOGEN.NS), Zhejiang Jihua (603980.SS), Sichuan Lutianhua Company Limited By Shares (000912.SZ), Jiangsu Aisen Semiconductor Material (688720.SS), Zhejiang Xinhua Chemical (603867.SS).
Is Sinolong New Materials expensive compared with its peers?
On forward p/e it trades at 23.9× against a peer median of 30.8×, 8th cheapest of 17 in its peer set.
How has Sinolong New Materials stock performed?
Over six months to 6 Nov 2026 the shares returned -26.9% against -17.5% for the median peer; over one year -31.4%.

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.