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Employees: 652
Size Guangzhou Lushan New Materials (603051.SS) is a China Materials company (Chemicals: Specialty) with a market value of $595M, the 3443rd largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥24.52 on 6 Nov 2026.
Performance Over six months the shares gained 4.7%, against -15.4% for the median peer and -16.4% for the China market (cap-weighted) — 6th highest of 21 in its peer set.
Growth Revenue fell 4.9% over the last twelve months (peer median +12.7%); the operating margin is -0.2% (peer median 7.3%).
Valuation It trades at 2.35× book value against a peer median of 2.15× (8th most expensive of 21).
Price implies The share price implies a return on equity of about 28.4%; Guangzhou Lushan New Materials delivers -1.4%, so the price asks more than the business earns today.
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥1.55B | CN¥1.52B | CN¥2.06B | CN¥2.95B | CN¥2.62B |
| Revenue growth | — | -26% | -30% | +13% | — |
| Gross profit | CN¥300M | CN¥143M | CN¥183M | CN¥131M | CN¥252M |
| EBITDA | n/a | CN¥81.8M | CN¥115M | -CN¥27.6M | CN¥114M |
| Net income | -CN¥23.0M | -CN¥73.2M | CN¥16.9M | -CN¥86.3M | CN¥74.8M |
| Free cash flow | CN¥149M | CN¥278M | CN¥511M | -CN¥365M | -CN¥835M |
| Capital expenditure | CN¥22.0M | CN¥11.5M | CN¥52.0M | CN¥210M | CN¥144M |
| Total debt | CN¥463M | CN¥565M | CN¥803M | CN¥1.23B | CN¥1.02B |
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| Measure | 603051.SS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +4.3% | -16.4% | 2nd highest of 21 |
| 6-month return | +4.7% | -15.4% | 6th highest of 21 |
| Return on equity | -1.4% | 5.9% | 2nd lowest of 21 |
| Price / book | 2.35× | 2.15× | 8th most expensive of 21 |
| ROE the price implies | 28.4% | 15.3% | 5th most demanding of 21 |
| ROE delivered | -1.4% | 5.9% | 2nd lowest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | ROE | Price / book | Implied ROE | Delivered ROE |
|---|---|---|---|---|---|---|---|---|
| Guangzhou Lushan New Materials 603051.SS | China | $595M | +5% | -5% | -1% | 2.35× | 28.4% | -1.4% |
| Cytech 301557.SZ | China | $595M | -3% | +13% | 7% | 4.49× | 31.0% | 6.9% |
| Jiangsu Hengxing New Material Technology 603276.SS | China | $596M | +7% | +29% | 4% | 2.21× | 17.8% | 4.4% |
| Ishihara Sangyo Kaisha 4028.T | Japan | $596M | -22% | +1% | 11% | 0.71× | 9.2% | 10.6% |
| Everlight Chemical Industrial 1711.TW | Taiwan | $593M | -45% | -2% | 1% | 2.08× | 13.5% | 0.9% |
| Shandong Fengyuan Chemical 002805.SZ | China | $591M | -38% | +281% | 5% | 3.87× | 49.6% | 5.2% |
| Shenzhen Jdd Tech New Material 301538.SZ | China | $591M | -33% | +10% | 12% | 2.61× | 27.7% | 11.6% |
| Skchem 285130.KS | South Korea | $588M | -27% | +27% | 0% | 0.34× | 4.2% | 0.3% |
| Balaji Amines BALAMINES.NS | India | $604M | +15% | +21% | 12% | 2.74× | 46.6% | 11.9% |
| Zanyu Technology 002637.SZ | China | $605M | -34% | -3% | 5% | 1.03× | 9.9% | 5.4% |
| Formosan Union Chemical 1709.TW | Taiwan | $607M | +128% | -3% | 11% | 2.23× | 8.7% | 10.7% |
| Hebei Jianxin Chemical Industry 300107.SZ | China | $581M | -6% | +39% | 4% | 2.47× | 17.7% | 4.2% |
| Shandong Sunway Chemical 002469.SZ | China | $579M | -20% | -19% | 3% | 1.45× | 9.4% | 3.4% |
| MEC 4971.T | Japan | $578M | -47% | +29% | 19% | 2.49× | 34.1% | 19.4% |
| Dainichiseika Color & Chemicals Mfg.Co 4116.T | Japan | $576M | +18% | +2% | 6% | 0.61× | 6.0% | 6.4% |
| TSRC 2103.TW | Taiwan | $576M | +17% | 0% | 10% | 0.86× | 3.9% | 10.2% |
| Anshan Hifichem 300758.SZ | China | $615M | -22% | +11% | 5% | 2.25× | 27.1% | 4.6% |
| Argus (Shanghai) Textile Chemicals 603790.SS | China | $618M | -11% | +21% | 9% | 3.08× | 17.1% | 9.0% |
| Grand Pacific Petrochemical 1312.TW | Taiwan | $571M | +3% | +28% | -16% | 0.48× | 2.6% | -15.5% |
| Guangdong Yussen Energy Technology 002986.SZ | China | $571M | -30% | +57% | 4% | 0.95× | 6.9% | 3.5% |
| Kanto Denka Kogyo 4047.T | Japan | $570M | -6% | +13% | 9% | 1.18× | 18.0% | 9.2% |