Which companies are Lucky Film's closest peers?

The cockpit's peer set: Shenzhen Xinhao Photoelectricity Technology (301051.SZ), Changzhou Almaden Stock (002623.SZ), Tianyang New Materials (Shanghai) Technology (603330.SS), Rayitek Hi-Tech Film (688323.SS), Zhejiang Runyang New Material Technology (300920.SZ), Dongguan Golden Sun Abrasives (300606.SZ), ZACROS (7917.T), Suzhou Xingye Materials Technology (603928.SS).

Is Lucky Film expensive compared with its peers?

On price / book it trades at 1.62× against a peer median of 2.45×, 5th cheapest of 21 in its peer set. The share price implies a return on equity of about 12.6%; Lucky Film delivers -2.4%, so the price asks more than the business earns today.

How has Lucky Film stock performed?

Over six months to 6 Nov 2026 the shares returned -40.1% against -10.6% for the median peer; over one year -8.2%.

← CockpitCompetitor Analysis › 600135.SS Lucky Film Co., Ltd. Class AOpen in the cockpit ↗

Lucky Film Co., Ltd. Class A600135.SSCompetitor analysis, valuation and peers

China · CNY·Materials›Industrial Specialties

Momentum weak 27

Competitor Analysis ▸ Charts Open in the cockpit

Mkt cap

$568M

US dollars, full cap

Free float

65%

of shares outstanding

$/day

$7.34M

20-day average traded

P/B

1.62×

price to book

ROE

-2.4%

delivered

Implied ROE

12.6%

what the price asks

Close · CNYCN¥6.85

1D-2.0%

1W+3.8%

1M-9.8%

3M-5.3%

6M-40.1%

YTD-33.6%

1Y-8.2%

ATR %4.1%

52w lowhigh49.2% off high

What Lucky Film does

Employees: 2,576

Lucky Film at a glance

Size Lucky Film (600135.SS) is a China Materials company (Industrial Specialties) with a market value of $568M, the 3555th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥6.85 on 6 Nov 2026.

Performance Over six months the shares fell 40.1%, against -10.6% for the median peer and -16.4% for the China market (cap-weighted) — 2nd lowest of 21 in its peer set.

Growth Revenue grew 14.4% over the last twelve months (peer median +7.5%); the operating margin is -4.5% (peer median 4.3%).

Valuation It trades at 1.62× book value against a peer median of 2.45× (5th cheapest of 21).

Price implies The share price implies a return on equity of about 12.6%; Lucky Film delivers -2.4%, so the price asks more than the business earns today.

Relative performance

Six months, rebased to 100: Lucky Film against the median of its 20 peers (local-currency closes).

Lucky Film financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
	TTM	FY2025	FY2024	FY2023	FY2022
Revenue	CN¥1.54B	CN¥1.31B	CN¥1.48B	CN¥2.11B	CN¥2.17B
Revenue growth	—	-11%	-30%	-3%	—
Gross profit	CN¥276M	CN¥147M	CN¥178M	CN¥278M	CN¥304M
EBITDA	n/a	-CN¥23.4M	-CN¥24.5M	CN¥47.1M	CN¥80.5M
Net income	-CN¥56.5M	-CN¥98.7M	-CN¥62.3M	-CN¥46.7M	CN¥60.3M
Free cash flow	-CN¥185M	-CN¥60.4M	-CN¥38.5M	-CN¥22.3M	CN¥167M
Capital expenditure	CN¥108M	CN¥138M	CN¥193M	CN¥197M	CN¥52.8M
Total debt	CN¥169M	CN¥172M	CN¥151M	CN¥496M	CN¥536M

Quarterly statements and history in the cockpit →

Lucky Film 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

Up and to the right = strong over both horizons. Lucky Film is the large dot.

Fundamentals: return on equity against price-to-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. Lucky Film is the large dot.

Capital: ROE delivered against the ROE the price implies

Above the diagonal = the price asks for a higher return on equity than the business earns today. Lucky Film is the large dot.

Lucky Film competitors and peer comparison

How Lucky Film 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.

Lucky Film against its 20 peers (data as of 6 Nov 2026)
Measure	600135.SS	Peer median	Rank in peer set
1-month return	-9.8%	-10.5%	10th highest of 21
6-month return	-40.1%	-10.6%	2nd lowest of 21
Return on equity	-2.4%	2.9%	5th lowest of 21
Price / book	1.62×	2.45×	5th cheapest of 21
ROE the price implies	12.6%	20.9%	5th least demanding of 21
ROE delivered	-2.4%	2.6%	5th lowest of 19

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
Company	Market	Market cap	6M return	Revenue growth	ROE	Price / book	Implied ROE	Delivered ROE
Lucky Film 600135.SS	China	$568M	-40%	+14%	-2%	1.62×	12.6%	-2.4%
Shenzhen Xinhao Photoelectricity Technology 301051.SZ	China	$577M	-19%	-23%	-18%	2.08×	26.1%	-18.1%
Changzhou Almaden Stock 002623.SZ	China	$558M	-11%	-22%	-7%	1.47×	15.8%	-7.2%
Tianyang New Materials (Shanghai) Technology 603330.SS	China	$579M	+21%	-35%	-16%	2.93×	25.2%	-16.0%
Rayitek Hi-Tech Film 688323.SS	China	$554M	-23%	+8%	-10%	3.08×	33.4%	-9.6%
Zhejiang Runyang New Material Technology 300920.SZ	China	$548M	-6%	-1%	1%	3.11×	21.4%	1.3%
Dongguan Golden Sun Abrasives 300606.SZ	China	$545M	-29%	-12%	3%	5.53×	44.5%	2.5%
ZACROS 7917.T	Japan	$596M	-11%	+6%	8%	0.91×	8.4%	8.3%
Suzhou Xingye Materials Technology 603928.SS	China	$540M	-14%	+15%	8%	2.23×	16.1%	7.7%
Sheela Foam SFL.NS	India	$614M	-7%	+20%	8%	1.73×	20.5%	7.8%
HankukCarbon 017960.KS	South Korea	$526M	-71%	+11%	17%	1.09×	7.3%	17.1%
Wuxi Holyview Microelectronics 603375.SS	China	$618M	-10%	-17%	0%	2.66×	23.2%	-0.5%
Shanghai Yongguan Adhesive Products 603681.SS	China	$520M	-20%	+7%	6%	0.96×	9.8%	6.1%
Changchun Gas 600333.SS	China	$520M	-1%	+15%	1%	1.83×	12.6%	1.3%
Dongguan Changlian New Materials Technology 301618.SZ	China	$519M	-21%	+23%	3%	3.67×	46.1%	2.8%
Tianjin Jiuri New Materials 688199.SS	China	$628M	-3%	+15%	3%	1.63×	17.4%	3.1%
Borosil Renewables BORORENEW.NS	India	$628M	-29%	+11%	10%	3.74×	38.4%	n/a
KeePer Technical Laboratory 6036.T	Japan	$631M	+24%	+12%	46%	3.90×	17.0%	45.6%
New East New Materials 603110.SS	China	$633M	-5%	-5%	1%	6.01×	59.7%	0.6%
Shenzhen King Explorer Science & Technology 002917.SZ	China	$509M	-25%	+1%	8%	1.94×	8.9%	8.1%
Fineotex Chemical FCL.NS	India	$635M	+86%	+91%	13%	6.80×	82.8%	n/a

Questions

Which companies are Lucky Film's closest peers?: The cockpit's peer set: Shenzhen Xinhao Photoelectricity Technology (301051.SZ), Changzhou Almaden Stock (002623.SZ), Tianyang New Materials (Shanghai) Technology (603330.SS), Rayitek Hi-Tech Film (688323.SS), Zhejiang Runyang New Material Technology (300920.SZ), Dongguan Golden Sun Abrasives (300606.SZ), ZACROS (7917.T), Suzhou Xingye Materials Technology (603928.SS).
Is Lucky Film expensive compared with its peers?: On price / book it trades at 1.62× against a peer median of 2.45×, 5th cheapest of 21 in its peer set. The share price implies a return on equity of about 12.6%; Lucky Film delivers -2.4%, so the price asks more than the business earns today.
How has Lucky Film stock performed?: Over six months to 6 Nov 2026 the shares returned -40.1% against -10.6% for the median peer; over one year -8.2%.