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← CockpitCompetitor Analysis › 600782.SS Xinyu Iron & Steel Co., Ltd Class AOpen in the cockpit ↗

Xinyu Iron & Steel Co., Ltd Class A600782.SSCompetitor analysis, valuation and peers

China · CNY·Materials›Steel

Jiangxi-based regional steelmaker producing long and flat steel products for construction and industry.

Momentum neutral 48
Mkt cap
$1.20B
US dollars, full cap
Free float
52%
of shares outstanding
$/day
$12.2M
20-day average traded
P/B
0.32×
price to book
ROE
-4.4%
delivered
Implied ROE
2.3%
what the price asks
Next earnings
172 days
27 Apr 2027
Close · CNYCN¥2.57
1D-0.8%
1W+2.0%
1M-4.8%
3M-13.5%
6M-16.8%
YTD-33.8%
1Y-37.0%
ATR %2.4%
52w lowhigh41.5% off high

What Xinyu Iron & Steel does

Jiangxi-based regional steelmaker producing long and flat steel products for construction and industry.

Sells steel by the tonne at prices tied to the national market, so profit comes from the spread over iron ore, coal and scrap costs, and demand follows regional construction and industry.

Products and services

  • Rebar & wire rod
  • Steel plate

Customers

  • Construction companies
  • Machinery manufacturers

Where it sits in the supply chain

  • Materials
  • Steel
  • Regional long/flat steel

What could go right

  • Regional infrastructure/construction demand

What could go wrong

  • Steel overcapacity and price cycles

Moat: none (scale). Commodity regional steel; margins track input costs and local demand.

Headquarters: Xinyu, China · Employees: 12,058

Named competitors

Xinyu Iron & Steel at a glance

Size Xinyu Iron & Steel (600782.SS) is a China Materials company (Steel) with a market value of $1.20B, the 1969th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥2.57 on 6 Nov 2026.

Performance Over six months the shares fell 16.8%, against -24.9% for the median peer and -16.4% for the China market (cap-weighted) — 8th highest of 20 in its peer set.

Growth Revenue fell 13.4% over the last twelve months (peer median -0.5%); the operating margin is -4.2% (peer median 1.4%).

Valuation It trades at 0.32× book value against a peer median of 1.54× (cheapest of 21).

Price implies The share price implies a return on equity of about 2.3%; Xinyu Iron & Steel delivers -4.4%, so the price asks more than the business earns today.

Next results Next results expected around 27 Apr 2027 (exchange calendar; dates can move).

Relative performance

70809010011 May 202611 Aug 20266 Nov 2026600782.SS 82Peer median 74
Six months, rebased to 100: Xinyu Iron & Steel against the median of its 20 peers (local-currency closes).

Xinyu Iron & Steel financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥32.8BCN¥35.8BCN¥41.8BCN¥71.1BCN¥98.9B
Revenue growth—-14%-41%-28%—
Gross profitCN¥1.29BCN¥1.15BCN¥297MCN¥1.23BCN¥3.00B
EBITDAn/aCN¥1.21BCN¥235MCN¥775MCN¥2.52B
Net income-CN¥1.12BCN¥44.5MCN¥32.8MCN¥498MCN¥1.05B
Free cash flow-CN¥250M-CN¥1.94BCN¥2.43B-CN¥1.77B-CN¥689M
Capital expenditure-CN¥85.4MCN¥2.68BCN¥693MCN¥2.32BCN¥1.16B
Total debtCN¥11.3BCN¥12.5BCN¥15.8BCN¥16.7BCN¥14.4B

Quarterly statements and history in the cockpit →

Xinyu Iron & Steel 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

-50%-25%0%+25%+50%-20%-10%0%002392688239600399NSLNISP0024455423000761600307603995201512863001295451BCI301522000923GALLANTT600782.SS6-month return →1-month return →
Up and to the right = strong over both horizons. Xinyu Iron & Steel is the large dot.

Fundamentals: return on equity against price-to-book

-75%-50%-25%0%10×20×30×40×002392688239600399NSLNISP002445542300076160030760100360399520155451002075BCI301522600782.SSReturn on equity →Price / 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. Xinyu Iron & Steel is the large dot.

Capital: ROE delivered against the ROE the price implies

-50%0%50%-50%0%50%0023926882396003990024455423000761600307601003301522GALLANTT600782.SSROE delivered →ROE the price implies →
Above the diagonal = the price asks for a higher return on equity than the business earns today. Xinyu Iron & Steel is the large dot.

Xinyu Iron & Steel competitors and peer comparison

Head to head with its named competitors (600782.SS vs 600019.SS vs 000932.SZ vs 600507.SS)
CompanyMarket cap6M returnRevenue growthROEPrice / bookImplied ROE
Xinyu Iron & Steel 600782.SS$1.20B-17%-13%-4%0.32×2.3%
Baoshan Iron & Steel 600019.SS$19.9B-3%+6%4%0.65×3.8%
Hunan Valin Steel 000932.SZ$3.49B-27%-7%1%0.43×3.1%
Fangda Special Steel Technology 600507.SS$1.38B-32%+8%3%0.91×5.1%

How Xinyu Iron & Steel 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.

Xinyu Iron & Steel against its 20 peers (data as of 6 Nov 2026)
Measure600782.SSPeer medianRank in peer set
1-month return-4.8%-6.9%8th highest of 21
6-month return-16.8%-24.9%8th highest of 20
Return on equity-4.4%3.8%4th lowest of 20
Price / book0.32×1.54×cheapest of 21
ROE the price implies2.3%12.6%least demanding of 21
ROE delivered-4.4%3.9%4th lowest of 19

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthROEPrice / bookImplied ROEDelivered ROE
Xinyu Iron & Steel 600782.SSChina$1.20B-17%-13%-4%0.32×2.3%-4.4%
Beijing Lier High-Temperature Materials 002392.SZChina$1.20B-29%+16%9%1.25×11.7%8.8%
Guizhou Aviation Technical Development 688239.SSChina$1.19B-39%+23%11%3.54×30.1%10.7%
Fushun Special Steel 600399.SSChina$1.22B-25%+6%-11%1.56×13.3%-11.2%
NMDC Steel NSLNISP.NSIndia$1.23B-10%+42%0%0.88×15.6%n/a
Zhongnanhong Culture 002445.SZChina$1.17B-7%-1%1%3.37×19.1%1.2%
Tokyo Steel Manufacturing 5423.TJapan$1.17B-1%-1%4%0.78×4.5%4.4%
Bengang Steel Plates 000761.SZChina$1.25B-26%-2%-76%2.44×19.7%-76.3%
Gansu Jiu Steel Group Hongxing Iron & Steel 600307.SSChina$1.25B-25%-6%-41%1.82×10.9%-40.9%
Liuzhou Iron & Steel 601003.SSChina$1.28B-29%0%0%0.93×6.7%0.5%
Yongjin Technology 603995.SSChina$1.28B+22%+11%10%1.39×16.2%10.3%
Vedanta Iron And Steel VISL.NSIndia$1.11Bn/an/an/a1.79×14.4%n/a
Feng Hsin Steel 2015.TWTaiwan$1.11B+4%-12%11%1.62×6.9%11.0%
Impro Precision Industries 1286.HKHong Kong$1.30B-52%+20%13%1.51×9.3%13.4%
TSP Wind Power 300129.SZChina$1.10B-42%-26%0%1.29×11.8%0.2%
YODOKO 5451.TJapan$1.31B+1%-2%11%0.96×5.9%10.7%
Jiangsu Shagang 002075.SZChina$1.09B-25%-4%4%1.10×8.5%3.8%
BCI Minerals BCI.AXAustralia$1.09B+45%n/a2%1.88×16.3%2.4%
ZhongHe Shangda Aeronautic Materials 301522.SZChina$1.09B-39%+5%4%3.74×43.3%4.1%
HBIS Resources 000923.SZChina$1.33B-19%-5%0%0.91×7.2%0.0%
Gallantt Ispat GALLANTT.NSIndia$1.36B-38%+6%12%3.70×74.8%12.4%

Questions

Who are Xinyu Iron & Steel's main competitors?
Named competitors: Baoshan Iron & Steel (600019.SS), Hunan Valin Steel (000932.SZ), Fangda Special Steel (600507.SS). The cockpit's measured peer set (industry) also includes Beijing Lier High-Temperature Materials (002392.SZ), Guizhou Aviation Technical Development (688239.SS), Fushun Special Steel (600399.SS), NMDC Steel (NSLNISP.NS), Zhongnanhong Culture (002445.SZ), Tokyo Steel Manufacturing (5423.T).
Is Xinyu Iron & Steel expensive compared with its peers?
On price / book it trades at 0.32× against a peer median of 1.54×, cheapest of 21 in its peer set. The share price implies a return on equity of about 2.3%; Xinyu Iron & Steel delivers -4.4%, so the price asks more than the business earns today.
How has Xinyu Iron & Steel stock performed?
Over six months to 6 Nov 2026 the shares returned -16.8% against -24.9% for the median peer; over one year -37.0%.

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.