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← CockpitCompetitor Analysis › 603399.SS Jinzhou Yongshan Lithium Co., Ltd. Class AOpen in the cockpit ↗

Jinzhou Yongshan Lithium Co., Ltd. Class A603399.SSCompetitor analysis, valuation and peers

China · CNY·Materials›Other Metals/Minerals

Chinese lithium-related materials producer; specific product lines not confirmed from available knowledge.

Momentum laggard 3
Mkt cap
$821M
US dollars, full cap
Free float
70%
of shares outstanding
$/day
$45.5M
20-day average traded
P/B
3.51×
price to book
ROE
-7.8%
delivered
Implied ROE
35.1%
what the price asks
Close · CNYCN¥10.68
1D-3.4%
1W+4.7%
1M-21.2%
3M-27.8%
6M-44.9%
YTD+2.8%
1Y+10.8%
ATR %5.9%
52w lowhigh58.1% off high

What Jinzhou Yongshan Lithium does

Chinese lithium-related materials producer; specific product lines not confirmed from available knowledge.

Where it sits in the supply chain

  • Materials
  • Battery materials

What could go right

  • Lithium/battery-materials demand

What could go wrong

  • Lithium price volatility

Moat: none

Headquarters: China · Employees: 784

Jinzhou Yongshan Lithium at a glance

Size Jinzhou Yongshan Lithium (603399.SS) is a China Materials company (Other Metals/Minerals) with a market value of $821M, the 2696th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥10.68 on 6 Nov 2026.

Performance Over six months the shares fell 44.9%, against -13.6% for the median peer and -16.4% for the China market (cap-weighted) — 2nd lowest of 20 in its peer set.

Growth Revenue grew 49.7% over the last twelve months (peer median +28.6%); the operating margin is 1.5% (peer median 5.3%).

Valuation It trades at 3.51× book value against a peer median of 3.74× (10th cheapest of 20).

Price implies The share price implies a return on equity of about 35.1%; Jinzhou Yongshan Lithium delivers -7.8%, so the price asks more than the business earns today.

Relative performance

608010012011 May 202611 Aug 20266 Nov 2026Peer median 84603399.SS 50
Six months, rebased to 100: Jinzhou Yongshan Lithium against the median of its 20 peers (local-currency closes).

Jinzhou Yongshan Lithium financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥7.61BCN¥5.42BCN¥5.90BCN¥7.50BCN¥7.03B
Revenue growth—-8%-21%+7%—
Gross profitCN¥668MCN¥110MCN¥191MCN¥212MCN¥1.01B
EBITDAn/a-CN¥85.9MCN¥52.9M-CN¥296MCN¥787M
Net income-CN¥124M-CN¥333MCN¥25.4M-CN¥337MCN¥492M
Free cash flow-CN¥234M-CN¥508M-CN¥271MCN¥692M-CN¥116M
Capital expenditureCN¥130MCN¥74.4MCN¥171MCN¥329MCN¥195M
Total debtCN¥2.04BCN¥1.06BCN¥878MCN¥792MCN¥975M

Quarterly statements and history in the cockpit →

Jinzhou Yongshan Lithium 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%-20%0%+20%+40%002088TLODVP300697688456IIIMIDHANI301613300700ARG002141SANDUMATALANCXGROYMLXLAC300283603399.SS6-month return →1-month return →
Up and to the right = strong over both horizons. Jinzhou Yongshan Lithium is the large dot.

Fundamentals: return on equity against price-to-book

-200%-100%0%00×100×200×002088TLO300697III300700ARGOM002141SANDUMATALAGROY603399.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. Jinzhou Yongshan Lithium is the large dot.

Capital: ROE delivered against the ROE the price implies

-200%-100%0%100%-200%-100%0%100%002088TLO300697688456III300700ARGOMTALANCX603399.SSROE delivered →ROE the price implies →
Above the diagonal = the price asks for a higher return on equity than the business earns today. Jinzhou Yongshan Lithium is the large dot.

Jinzhou Yongshan Lithium competitors and peer comparison

How Jinzhou Yongshan Lithium 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.

Jinzhou Yongshan Lithium against its 20 peers (data as of 6 Nov 2026)
Measure603399.SSPeer medianRank in peer set
1-month return-21.2%-17.4%6th lowest of 21
6-month return-44.9%-13.6%2nd lowest of 20
Return on equity-7.8%7.1%6th lowest of 20
Price / book3.51×3.74×10th cheapest of 20
ROE the price implies35.1%37.3%10th least demanding of 20
ROE delivered-7.8%4.2%6th 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
Jinzhou Yongshan Lithium 603399.SSChina$821M-45%+50%-8%3.51×35.1%-7.8%
IMC Rare Earths IMCUnited States$824Mn/an/an/an/an/an/a
Luyang Energy-Saving Materials 002088.SZChina$837M+12%-21%-3%2.38×18.9%-3.2%
Talon Metals TLO.TOCanada$839M+3%n/a1%2.17×21.9%0.9%
Develop Global DVP.AXAustralia$801M-43%+68%1%1.72×14.9%1.3%
Jiangyin Electrical Alloy 300697.SZChina$791M-24%+54%16%3.74×34.1%15.8%
GRIPM Advanced Materials 688456.SSChina$780M-24%+34%7%4.00×47.8%7.3%
Imperial Metals III.TOCanada$759M-2%+5%11%1.00×8.7%11.0%
Mishra Dhatu Nigam MIDHANI.NSIndia$753M-8%+18%9%4.64×72.6%n/a
Alnera Aluminium 301613.SZChina$749M-36%+31%7%2.07×16.0%7.1%
Changsha Dialine New Material Sci.&Tech 300700.SZChina$903M-13%+14%-13%7.79×93.4%-13.2%
Amerigo Resources ARG.TOCanada$910M+24%+54%77%10.81×126.7%76.6%
Osisko Metals OM.TOCanada$911M-16%n/a-194%27.45×75.0%-194.4%
Infund 002141.SZChina$738M+32%-3%9%5.48×37.3%8.8%
Sandur Manganese & Iron Ores SANDUMA.NSIndia$914M-18%+21%25%2.33×47.7%25.4%
Talamore Mining TALA.TOCanada$728M-32%n/a-61%5.37×84.0%-60.7%
NorthIsle Copper and Gold NCX.VCanada$725M+3%n/a-33%7.55×85.9%-33.3%
Gold Royalty GROYUnited States$723M-14%+82%0%0.99×10.6%0.2%
Metals X MLX.AXAustralia$934M-11%+26%28%2.12×16.7%27.9%
Lithium Americas LAC.TOCanada$712M-64%n/a-9%0.49×10.7%-9.3%
Wenzhou Hongfeng Electrical Alloy 300283.SZChina$712M-23%+48%11%3.87×39.0%11.1%

Questions

Which companies are Jinzhou Yongshan Lithium's closest peers?
The cockpit's peer set: IMC Rare Earths (IMC), Luyang Energy-Saving Materials (002088.SZ), Talon Metals (TLO.TO), Develop Global (DVP.AX), Jiangyin Electrical Alloy (300697.SZ), GRIPM Advanced Materials (688456.SS), Imperial Metals (III.TO), Mishra Dhatu Nigam (MIDHANI.NS).
Is Jinzhou Yongshan Lithium expensive compared with its peers?
On price / book it trades at 3.51× against a peer median of 3.74×, 10th cheapest of 20 in its peer set. The share price implies a return on equity of about 35.1%; Jinzhou Yongshan Lithium delivers -7.8%, so the price asks more than the business earns today.
How has Jinzhou Yongshan Lithium stock performed?
Over six months to 6 Nov 2026 the shares returned -44.9% against -13.6% for the median peer; over one year +10.8%.

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.