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← CockpitCompetitor Analysis › 600508.SS Shanghai Datun Energy Resources Co., Ltd. Class AOpen in the cockpit ↗

Shanghai Datun Energy Resources Co., Ltd. Class A600508.SSCompetitor analysis, valuation and peers

China · CNY·Energy›Coal

Chinese coal mining company producing thermal coal for regional power generation.

Momentum leader 80
Mkt cap
$1.32B
US dollars, full cap
Free float
34%
of shares outstanding
$/day
$19.5M
20-day average traded
Fwd P/E
12.0×
forward earnings
ROIC−WACC
+1.6 pp
WACC 5.2%
Hurdle
-9 pp
Req g minus delivered
Next earnings
139 days
25 Mar 2027
Close · CNYCN¥8.67
1D-1.1%
1W+2.6%
1M-18.6%
3M+0.2%
6M+13.7%
YTD+34.1%
1Y+12.5%
ATR %4.3%
52w lowhigh33.2% off high

What Shanghai Datun Energy Resources does

Chinese coal mining company producing thermal coal for regional power generation.

Products and services

  • Thermal coal

Customers

  • Power plants

Where it sits in the supply chain

  • Energy
  • Coal mining
  • Thermal coal

What could go right

  • Domestic thermal-coal demand

What could go wrong

  • Coal-price cycles
  • Safety/environmental regulation

Moat: none (scale). Commodity coal producer; a price taker in a cyclical, regulated domestic market.

Headquarters: Shanghai, China · Employees: 11,277

Named competitors

Shanghai Datun Energy Resources at a glance

Size Shanghai Datun Energy Resources (600508.SS) is a China Energy company (Coal) with a market value of $1.32B, the 1832nd largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥8.67 on 6 Nov 2026.

Performance Over six months the shares gained 13.7%, against -11.5% for the median peer and -16.4% for the China market (cap-weighted) — highest of 21 in its peer set.

Growth Revenue grew 15.3% over the last twelve months (peer median +3.3%); the operating margin is 4.4% (peer median -1.0%).

Valuation It trades at 12.0× forward earnings against a peer median of 18.3× (5th cheapest of 13).

Price implies For today's price to make sense, revenue must grow about -9% a year for seven years (Req g). Recent delivered growth is 0%, so the hurdle is -9 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 1.6 points above its cost of capital (5.2% WACC).

Next results Next results expected around 25 Mar 2027 (exchange calendar; dates can move).

Relative performance

10012515011 May 202611 Aug 20266 Nov 2026600508.SS 113Peer median 88
Six months, rebased to 100: Shanghai Datun Energy Resources against the median of its 20 peers (local-currency closes).

Shanghai Datun Energy Resources financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥9.10BCN¥7.63BCN¥9.42BCN¥10.9BCN¥12.5B
Revenue growth—-19%-14%-13%—
Gross profitCN¥2.24BCN¥992MCN¥1.94BCN¥2.37BCN¥4.22B
EBITDAn/aCN¥1.24BCN¥1.95BCN¥2.36BCN¥3.82B
Net incomeCN¥302MCN¥220MCN¥716MCN¥969MCN¥1.74B
Free cash flowCN¥724M-CN¥535MCN¥115MCN¥282MCN¥2.79B
Capital expenditureCN¥981MCN¥1.05BCN¥1.22BCN¥1.13BCN¥1.00B
Total debtCN¥3.26BCN¥2.44BCN¥2.20BCN¥2.32BCN¥1.57B

Quarterly statements and history in the cockpit →

Shanghai Datun Energy Resources 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

-20%-10%0%+10%-20%-10%0%600971600123600740600997MAHSMRNRP60039506396010151277AMR0975BTU600403000723JSW600121601101600508.SS6-month return →1-month return →
Up and to the right = strong over both horizons. Shanghai Datun Energy Resources is the large dot.

Fundamentals: revenue growth against valuation

0%+20%10×20×30×600971600123600740600997MAHSMR60039506391277AMRBTU601101600508.SSRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Shanghai Datun Energy Resources is the large dot.

Capital: growth delivered against growth the price implies

-20%0%+20%+40%+60%-25%0%25%50%600971600740MAHSMRNRP06391277600121601011600508.SSGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Shanghai Datun Energy Resources is the large dot.

Shanghai Datun Energy Resources competitors and peer comparison

Head to head with its named competitors (600508.SS vs 601088.SS vs 601898.SS)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
Shanghai Datun Energy Resources 600508.SS$1.32B+14%+15%4%12.0×-9.3%
China Shenhua Energy 601088.SS$151B+1%-13%24%16.9×n/a
China Coal Energy 601898.SS$22.6B-31%-4%18%9.2×-17.0%

How Shanghai Datun Energy Resources 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.

Shanghai Datun Energy Resources against its 20 peers (data as of 6 Nov 2026)
Measure600508.SSPeer medianRank in peer set
1-month return-18.6%-14.7%5th lowest of 21
6-month return+13.7%-11.5%highest of 21
Distance from 52-week high-33.2%-32.7%11th highest of 21
Revenue growth (TTM)+15.3%+3.3%5th highest of 21
Operating margin4.4%-1.0%8th highest of 21
Forward P/E12.0×18.3×5th cheapest of 13
Growth the price implies (Req g, 7 yrs)-9.3%-6.4%5th least demanding of 12
Growth delivered (Del g)+0.1%+9.4%3rd lowest of 12
Hurdle (Req g minus delivered)-9.3 pp-17.5 pp4th most demanding of 12
ROIC minus cost of capital+1.6 pp-3.9 pp6th 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
Shanghai Datun Energy Resources 600508.SSChina$1.32B+14%+15%4%12.0×-9.3%+0.1%
Anhui Hengyuan Coal Industry and Electricity Power 600971.SSChina$1.30B-13%+34%3%22.2×-10.2%+1.6%
Shanxi Lanhua Sci-Tech Venture 600123.SSChina$1.34B-14%+8%1%31.1×n/an/a
Shanxi Coking 600740.SSChina$1.34B-19%0%-15%14.6×13.3%-2.7%
Kailuan Energy Chemical 600997.SSChina$1.28B-9%+5%-2%26.9×n/an/a
Macmahon MAH.AXAustralia$1.35B+6%+8%7%15.1×4.3%+14.1%
Stanmore Resources SMR.AXAustralia$1.54B+5%-6%0%21.5×-9.9%+60.7%
Natural Resource Partners L.P NRPUnited States$1.56B+6%-10%63%n/a-8.1%+9.4%
Guizhou Panjiang Refined Coal 600395.SSChina$1.60B-10%+6%15%21.9×n/an/a
Shougang Fushan Resources 0639.HKHong Kong$1.66B-4%+33%20%10.4×-17.3%+4.8%
Shaanxi Heimao Coking 601015.SSChina$965M-22%-13%-11%n/an/an/a
Kinetic Development 1277.HKHong Kong$1.84B-15%-3%31%6.2×-6.4%+11.5%
Alpha Metallurgical Resources AMRUnited States$1.87B-20%-13%-2%22.5×n/an/a
Mongolian Mining 0975.HKHong Kong$899M-27%+26%13%n/a-5.8%+14.7%
Peabody Energy BTUUnited States$1.95B-32%+3%-4%6.3×n/an/a
Henan Dayou Energy 600403.SSChina$2.04B-2%+6%-29%n/an/an/a
Shanxi Meijin Energy 000723.SZChina$2.15B-27%-2%-8%n/an/an/a
Jastrzebska Spolka Weglowa JSW.WAPoland$788M-6%-8%-28%n/an/an/a
Zhengzhou Coal Industry & Electric Power 600121.SSChina$786M+1%-5%-8%n/a36.0%+5.7%
Baotailong New Materials 601011.SSChina$724M-20%+25%-50%n/a7.7%-23.9%
Beijing Haohua Energy Resource 601101.SSChina$2.39B-5%+3%24%9.3×-9.6%+14.4%

Questions

Who are Shanghai Datun Energy Resources's main competitors?
Named competitors: China Shenhua Energy (601088.SS), China Coal Energy (601898.SS). The cockpit's measured peer set (industry) also includes Anhui Hengyuan Coal Industry and Electricity Power (600971.SS), Shanxi Lanhua Sci-Tech Venture (600123.SS), Shanxi Coking (600740.SS), Kailuan Energy Chemical (600997.SS), Macmahon (MAH.AX), Stanmore Resources (SMR.AX).
Is Shanghai Datun Energy Resources expensive compared with its peers?
On forward p/e it trades at 12.0× against a peer median of 18.3×, 5th cheapest of 13 in its peer set. For today's price to make sense, revenue must grow about -9% a year for seven years (Req g). Recent delivered growth is 0%, so the hurdle is -9 pp: the price already allows for a slowdown.
How has Shanghai Datun Energy Resources stock performed?
Over six months to 6 Nov 2026 the shares returned +13.7% against -11.5% for the median peer; over one year +12.5%.

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.