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Chinese aluminum alloy materials producer; specific products not independently confirmed.
Chinese aluminum alloy materials producer; specific products not independently confirmed.
Moat: none
Headquarters: China · Employees: 1,570
Size Yong Jie New Material (603271.SS) is a China Materials company (Aluminum) with a market value of $1.03B, the 2246th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥34.69 on 6 Nov 2026.
Performance Over six months the shares fell 33.3%, against -24.9% for the median peer and -16.4% for the China market (cap-weighted) — 5th lowest of 21 in its peer set.
Growth Revenue grew 56.7% over the last twelve months (peer median +15.5%); the operating margin is 4.1% (peer median 4.6%).
Valuation It trades at 0.8× enterprise value to sales against a peer median of 1.2× (6th cheapest of 21).
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 +20%, so the hurdle is -11 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 0.7 points below its cost of capital (8.0% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥12.7B | CN¥9.64B | CN¥8.11B | CN¥6.50B | CN¥7.14B |
| Revenue growth | — | +19% | +25% | -9% | — |
| Gross profit | CN¥1.19B | CN¥869M | CN¥697M | CN¥566M | CN¥678M |
| EBITDA | n/a | CN¥574M | CN¥445M | CN¥385M | CN¥507M |
| Net income | CN¥757M | CN¥415M | CN¥319M | CN¥238M | CN¥354M |
| Free cash flow | CN¥320M | CN¥351M | CN¥79.9M | CN¥512M | CN¥252M |
| Capital expenditure | CN¥89.6M | CN¥75.0M | CN¥56.7M | CN¥89.5M | CN¥33.3M |
| Total debt | CN¥4.00B | CN¥1.86B | CN¥1.60B | CN¥1.46B | CN¥1.37B |
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| Measure | 603271.SS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -10.6% | -8.0% | 8th lowest of 21 |
| 6-month return | -33.3% | -24.9% | 5th lowest of 21 |
| Distance from 52-week high | -36.6% | -40.2% | 7th highest of 21 |
| Revenue growth (TTM) | +56.7% | +15.5% | highest of 21 |
| Operating margin | 4.1% | 4.6% | 11th highest of 21 |
| EV / Sales | 0.8× | 1.2× | 6th cheapest of 21 |
| Growth the price implies (Req g, 7 yrs) | 9.1% | 0.8% | 2nd most demanding of 6 |
| Growth delivered (Del g) | +20.3% | +6.2% | 2nd highest of 6 |
| Hurdle (Req g minus delivered) | -11.2 pp | -10.3 pp | 3rd least demanding of 6 |
| ROIC minus cost of capital | -0.7 pp | -2.0 pp | 10th highest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Yong Jie New Material 603271.SS | China | $1.03B | -33% | +57% | 4% | 0.8× | 9.1% | +20.3% |
| Guangdong Haomei New Material 002988.SZ | China | $1.01B | -22% | +16% | 1% | 1.1× | n/a | n/a |
| Yechiu Metal Recycling (China) 601388.SS | China | $1.01B | -25% | +10% | 7% | 0.8× | 2.0% | +6.2% |
| Yinbang Clad Material 300337.SZ | China | $1.06B | -38% | +45% | 3% | 1.3× | n/a | n/a |
| Nippon Light Metal 5703.T | Japan | $949M | -15% | +14% | 5% | 0.5× | -4.1% | +6.2% |
| Elkem ELK.OL | Norway | $1.18B | +7% | -12% | 3% | 1.2× | 17.0% | -7.2% |
| Jiangsu Asia-Pacific Light Alloy Technology 002540.SZ | China | $885M | -20% | +26% | 2% | 0.8× | n/a | n/a |
| GETO New Materials 300986.SZ | China | $856M | -39% | +23% | 9% | 2.4× | n/a | n/a |
| Grinm Metal Composites (Beijing) Technology 688811.SS | China | $1.27B | -30% | 0% | 11% | 12.9× | n/a | n/a |
| Guangdong Hoshion Industrial Aluminium 002824.SZ | China | $825M | -29% | +34% | 4% | 1.3× | n/a | n/a |
| Giansun Precision Technology 001400.SZ | China | $1.41B | -35% | 0% | 10% | 9.1× | n/a | n/a |
| Fujian Minfa Aluminium 002578.SZ | China | $726M | +20% | +15% | -2% | 2.3× | n/a | n/a |
| Nantong Haixing Electronics 603115.SS | China | $1.62B | -22% | +21% | 8% | 4.1× | n/a | n/a |
| Jiaozuo Wanfang Aluminum Manufacturing 000612.SZ | China | $1.71B | -28% | +13% | 32% | 1.2× | -13.0% | +6.6% |
| Kaiser Aluminum KALU | United States | $1.75B | -41% | +40% | 8% | 0.6× | 0.8% | +23.5% |
| Shenzhen Sunxing Light Alloy Materials 603978.SS | China | $601M | -29% | +32% | 1% | 1.4× | n/a | n/a |
| Granges GRNG.ST | Sweden | $1.83B | -6% | +27% | 6% | 0.7× | n/a | n/a |
| Jiangsu Alcha Aluminium 002160.SZ | China | $573M | -25% | +8% | 2% | 0.8× | n/a | n/a |
| Chongqing Shunbo Aluminum 002996.SZ | China | $566M | -25% | +17% | 1% | 0.7× | n/a | n/a |
| Innovation New Material Technology 600361.SS | China | $1.91B | -24% | +4% | 1% | 0.3× | n/a | n/a |
| Shanghai Huafon Aluminium Corporation 601702.SS | China | $1.98B | -29% | +10% | 10% | 1.2× | n/a | n/a |