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← CockpitCompetitor Analysis › 600458.SS Zhuzhou Times New Materials Technology Co., Ltd. Class AOpen in the cockpit ↗

Zhuzhou Times New Materials Technology Co., Ltd. Class A600458.SSCompetitor analysis, valuation and peers

China · CNY·Consumer Discretionary›Auto Parts: OEM

CRRC-affiliated Chinese maker of rubber and polymer vibration-damping components for rail vehicles and automobiles.

Momentum neutral 48
Mkt cap
$1.39B
US dollars, full cap
Free float
49%
of shares outstanding
$/day
$20.4M
20-day average traded
Fwd P/E
14.7×
forward earnings
ROIC−WACC
-1.6 pp
WACC 7.1%
Hurdle
n/a
no reverse DCF
Next earnings
140 days
26 Mar 2027
Close · CNYCN¥9.98
1D-1.1%
1W+2.2%
1M-7.2%
3M-11.5%
6M-16.9%
YTD-24.8%
1Y-29.2%
ATR %3.1%
52w lowhigh45.3% off high

What Zhuzhou Times New Materials Technology does

CRRC-affiliated Chinese maker of rubber and polymer vibration-damping components for rail vehicles and automobiles.

Makes rubber and polymer parts to each customer's design, so sales follow CRRC's train-building schedule and rail-transit orders, with rail damping the long-standing core. Parts for carmakers are the second line, and a wind-blade material business adds exposure to turbine installations.

Products and services

  • Rail-vehicle vibration/damping components
  • Auto NVH rubber parts
  • Wind-turbine blade materials

Customers

  • CRRC rail-vehicle makers
  • Domestic automakers

Where it sits in the supply chain

  • Industrials/consumer discretionary
  • Elastomer/NVH components
  • Rail & auto vibration damping

What could go right

  • Rail-transit investment growth

What could go wrong

  • Rail capex cyclicality
  • Customer concentration in CRRC

Moat: narrow (IP / patents, customer qualification). CRRC-group backing and specialized elastomer engineering for safety-critical rail damping parts.

Headquarters: Zhuzhou, Hunan, China · Employees: 6,339

Named competitors

Zhuzhou Times New Materials Technology at a glance

Size Zhuzhou Times New Materials Technology (600458.SS) is a China Consumer Discretionary company (Auto Parts: OEM) with a market value of $1.39B, the 1743rd largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥9.98 on 6 Nov 2026.

Performance Over six months the shares fell 16.9%, against -24.9% for the median peer and -16.4% for the China market (cap-weighted) — 8th highest of 21 in its peer set.

Growth Revenue grew 0.6% over the last twelve months (peer median +12.3%); the operating margin is 2.4% (peer median 7.0%).

Valuation It trades at 14.7× forward earnings against a peer median of 12.2× (9th most expensive of 18).

Capital Return on invested capital runs 1.6 points below its cost of capital (7.1% WACC).

Next results Next results expected around 26 Mar 2027 (exchange calendar; dates can move).

Relative performance

8010012014011 May 202611 Aug 20266 Nov 2026600458.SS 82Peer median 74
Six months, rebased to 100: Zhuzhou Times New Materials Technology against the median of its 20 peers (local-currency closes).

Zhuzhou Times New Materials Technology financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥22.1BCN¥21.5BCN¥20.0BCN¥17.5BCN¥15.0B
Revenue growth—+7%+14%+17%—
Gross profitCN¥3.71BCN¥2.99BCN¥2.95BCN¥2.53BCN¥1.69B
EBITDAn/aCN¥1.65BCN¥1.25BCN¥1.04BCN¥706M
Net incomeCN¥546MCN¥514MCN¥445MCN¥386MCN¥357M
Free cash flow-CN¥1.67BCN¥1.23B-CN¥146MCN¥242M-CN¥1.07B
Capital expenditureCN¥1.03BCN¥949MCN¥1.24BCN¥555MCN¥414M
Total debtCN¥8.87BCN¥5.36BCN¥4.08BCN¥2.94BCN¥4.55B

Quarterly statements and history in the cockpit →

Zhuzhou Times New Materials Technology 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%1316600480SEDEMACCIEINDIA13193009260073406053331057300580002931OPM301488ASKAUTOLTDVARROC005850300304H22THRM600458.SS6-month return →1-month return →
Up and to the right = strong over both horizons. Zhuzhou Times New Materials Technology is the large dot.

Fundamentals: revenue growth against valuation

0%+20%+40%+60%0×25×50×75×1316600480SEDEMACCIEINDIA1319300926605333300580OPM301488ASKAUTOLTDVARROC005850300304H22THRM600458.SSRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Zhuzhou Times New Materials Technology is the large dot.

Zhuzhou Times New Materials Technology competitors and peer comparison

Head to head with its named competitors (600458.SS vs 000887.SZ)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
Zhuzhou Times New Materials Technology 600458.SS$1.39B-17%+1%2%14.7×n/a
Anhui Zhongding Sealing Parts 000887.SZ$3.32B-3%+9%8%15.1×3.8%

How Zhuzhou Times New Materials Technology 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.

Zhuzhou Times New Materials Technology against its 20 peers (data as of 6 Nov 2026)
Measure600458.SSPeer medianRank in peer set
1-month return-7.2%-4.5%8th lowest of 21
6-month return-16.9%-24.9%8th highest of 21
Distance from 52-week high-45.3%-43.9%9th lowest of 21
Revenue growth (TTM)+0.6%+12.3%4th lowest of 21
Operating margin2.4%7.0%4th lowest of 21
Forward P/E14.7×12.2×9th most expensive of 18
ROIC minus cost of capital-1.6 pp+1.2 pp4th lowest 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
Zhuzhou Times New Materials Technology 600458.SSChina$1.39B-17%+1%2%14.7×n/an/a
Nexteer Automotive 1316.HKHong Kong$1.40B-14%+6%4%8.5×-13.5%+8.7%
Lingyun Industrial 600480.SSChina$1.41B-25%+3%5%17.1×-12.3%+8.0%
SEDEMAC Mechatronics SEDEMAC.NSIndia$1.42B+56%+61%15%73.8×n/an/a
CIE Automotive India CIEINDIA.NSIndia$1.42B-26%+12%11%12.2×8.6%+9.2%
Tong Yang Industry 1319.TWTaiwan$1.35B-1%-12%15%10.9×-5.9%+7.7%
Jiangsu Bojun Industrial Technology 300926.SZChina$1.35B-31%+54%13%9.0×n/an/a
Dn Automotive 007340.KSSouth Korea$1.46B-20%+17%15%n/a-16.2%+35.6%
Kunshan Huguang Auto Harness 605333.SSChina$1.32B-16%-2%2%31.8×n/an/a
Zhejiang Shibao 1057.HKHong Kong$1.32B-33%+22%4%n/a26.8%+25.6%
Wuxi Best Precision Machinery 300580.SZChina$1.32B-40%+12%16%29.4×20.8%+10.1%
Zhejiang Fenglong Electric 002931.SZChina$1.30B-31%+2%0%n/an/an/a
OPmobility OPM.PAFrance$1.51B-42%-3%4%8.2×-8.1%+7.6%
Longhorn Auto 301488.SZChina$1.29B-32%+34%2%82.0×n/an/a
ASK Automotive ASKAUTOLTD.NSIndia$1.28B+35%+39%9%34.3×n/an/a
Varroc Engineering VARROC.NSIndia$1.28B+40%+22%6%31.5×29.9%+15.1%
Slcorp 005850.KSSouth Korea$1.54B-25%+10%8%5.7×-19.7%+15.9%
Jiangsu Yunyi Electric 300304.SZChina$1.27B-19%+14%17%16.9×17.1%+23.4%
Hong Leong Asia H22.SISingapore$1.26B-40%+17%9%9.5×-12.9%+2.9%
Adient ADNTUnited States$1.26B-28%+4%3%6.1×-17.6%+2.1%
Gentherm THRMUnited States$1.55B-7%+9%5%9.8×21.7%+10.4%

Questions

Who are Zhuzhou Times New Materials Technology's main competitors?
Named competitors: Anhui Zhongding Sealing Parts (000887.SZ). The cockpit's measured peer set (industry) also includes Nexteer Automotive (1316.HK), Lingyun Industrial (600480.SS), SEDEMAC Mechatronics (SEDEMAC.NS), CIE Automotive India (CIEINDIA.NS), Tong Yang Industry (1319.TW), Jiangsu Bojun Industrial Technology (300926.SZ).
Is Zhuzhou Times New Materials Technology expensive compared with its peers?
On forward p/e it trades at 14.7× against a peer median of 12.2×, 9th most expensive of 18 in its peer set.
How has Zhuzhou Times New Materials Technology stock performed?
Over six months to 6 Nov 2026 the shares returned -16.9% against -24.9% for the median peer; over one year -29.2%.

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.