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Guangdong-based advanced-materials company; specific product line not established from available knowledge.
Guangdong-based advanced-materials company; specific product line not established from available knowledge.
Moat: none
Headquarters: Guangdong, China · Employees: 498
Size Tongyu Advanced Materials (Guangdong) (301630.SZ) is a China Materials company (Chemicals: Specialty) with a market value of $1.21B, the 1955th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥144.10 on 6 Nov 2026.
Performance Over six months the shares fell 19.0%, against -23.0% for the median peer and -16.4% for the China market (cap-weighted) — 8th highest of 21 in its peer set.
Growth Revenue grew 26.5% over the last twelve months (peer median +3.3%); the operating margin is 17.7% (peer median 12.2%).
Valuation It trades at 5.0× enterprise value to sales against a peer median of 3.4× (6th most expensive of 21).
Price implies For today's price to make sense, revenue must grow about 36% a year for seven years (Req g). Recent delivered growth is +26%, so the hurdle is +10 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 3.6 points below its cost of capital (17.6% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥1.58B | CN¥1.20B | CN¥949M | CN¥883M | CN¥1.19B |
| Revenue growth | — | +26% | +7% | -26% | — |
| Gross profit | CN¥453M | CN¥242M | CN¥233M | CN¥241M | CN¥284M |
| EBITDA | n/a | CN¥198M | CN¥184M | CN¥200M | CN¥234M |
| Net income | CN¥242M | CN¥127M | CN¥143M | CN¥164M | CN¥188M |
| Free cash flow | CN¥99.2M | -CN¥23.3M | -CN¥129M | -CN¥95.0M | -CN¥200M |
| Capital expenditure | CN¥58.1M | CN¥44.1M | CN¥158M | CN¥280M | CN¥187M |
| Total debt | CN¥536M | CN¥335M | CN¥498M | CN¥599M | CN¥405M |
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| Measure | 301630.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -30.3% | -8.8% | 2nd lowest of 21 |
| 6-month return | -19.0% | -23.0% | 8th highest of 21 |
| Distance from 52-week high | -54.7% | -46.2% | 7th lowest of 21 |
| Revenue growth (TTM) | +26.5% | +3.3% | 2nd highest of 21 |
| Operating margin | 17.7% | 12.2% | 6th highest of 21 |
| EV / Sales | 5.0× | 3.4× | 6th most expensive of 21 |
| Growth the price implies (Req g, 7 yrs) | 35.9% | 6.8% | 2nd most demanding of 15 |
| Growth delivered (Del g) | +26.0% | +8.8% | highest of 15 |
| Hurdle (Req g minus delivered) | +9.9 pp | -1.2 pp | 5th most demanding of 15 |
| ROIC minus cost of capital | -3.6 pp | -0.6 pp | 5th lowest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Tongyu Advanced Materials (Guangdong) 301630.SZ | China | $1.21B | -19% | +26% | 18% | 5.0× | 35.9% | +26.0% |
| Yunnan Energy Investment 002053.SZ | China | $1.21B | -24% | -24% | 20% | 6.8× | n/a | n/a |
| Shanghai Skychem Technology 688603.SS | China | $1.22B | -29% | +38% | 19% | 12.4× | n/a | n/a |
| ISE Chemicals 4107.T | Japan | $1.20B | -30% | 0% | 22% | 4.6× | 18.6% | +18.4% |
| Zhejiang Jiahua Energy Chemical Industry 600273.SS | China | $1.23B | -22% | +4% | 5% | 1.0× | -6.3% | +12.9% |
| Toagosei 4045.T | Japan | $1.19B | +3% | +2% | 9% | 1.2× | n/a | n/a |
| Chemtrade Logistics Income Fund CHE-UN.TO | Canada | $1.19B | -17% | +12% | 12% | 1.4× | -0.8% | +7.7% |
| Nan Pao Resins Chemical 4766.TW | Taiwan | $1.24B | -6% | +3% | 16% | 1.7× | -8.7% | +8.3% |
| Shanghai Chlor-Alkali Chemical 600618.SS | China | $1.24B | -29% | +2% | 6% | 1.2× | -0.4% | +9.9% |
| Anhui Shenjian New Materials 002361.SZ | China | $1.25B | -54% | -4% | -3% | 4.1× | n/a | n/a |
| Guizhou Redstar Developing 600367.SS | China | $1.25B | +14% | +1% | 7% | 3.5× | 26.8% | +9.1% |
| Hunan Kaimeite Gases 002549.SZ | China | $1.18B | -43% | -7% | -5% | 12.9× | n/a | n/a |
| Jinhong Gas 688106.SS | China | $1.17B | -42% | +15% | 2% | 3.3× | n/a | n/a |
| Hebei Jinniu Chemical Industry 600722.SS | China | $1.16B | -16% | -1% | 18% | 13.8× | 28.1% | +3.0% |
| Shandong Boyuan Advanced Materials 301617.SZ | China | $1.15B | -4% | +11% | 12% | 4.6× | 44.7% | +22.5% |
| Shin-Etsu Polymer 7970.T | Japan | $1.15B | +5% | +10% | 13% | 1.0× | -2.9% | +8.4% |
| Ecovyst ECVT | United States | $1.15B | -26% | +20% | 12% | 1.9× | 8.0% | +7.8% |
| Vinati Organics VINATIORGA.NS | India | $1.14B | -26% | +11% | 20% | 4.2× | 24.0% | +18.2% |
| Shandong Kaisheng New Materials 301069.SZ | China | $1.28B | -19% | +20% | 13% | 6.2× | 29.2% | +10.4% |
| Chengzhi 000990.SZ | China | $1.29B | -43% | -7% | 7% | 1.1× | -2.8% | +2.2% |
| Shiny Chemical Industrial 1773.TW | Taiwan | $1.29B | -20% | +20% | 22% | 3.4× | 5.5% | +8.1% |