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← CockpitCompetitor Analysis › 603429.SS Anhui Genuine New Materials Co. Ltd. Class AOpen in the cockpit ↗

Anhui Genuine New Materials Co. Ltd. Class A603429.SSCompetitor analysis, valuation and peers

China · CNY·Materials›Pulp & Paper
Momentum laggard 18
Mkt cap
$539M
US dollars, full cap
Free float
40%
of shares outstanding
$/day
$2.05M
20-day average traded
P/B
2.79×
price to book
ROE
-3.0%
delivered
Implied ROE
17.3%
what the price asks
Next earnings
161 days
16 Apr 2027
Close · CNYCN¥6.95
1D-2.5%
1W-2.4%
1M-21.6%
3M-9.0%
6M-32.5%
YTD-29.9%
1Y-29.3%
ATR %4.7%
52w lowhigh43.0% off high

What Anhui Genuine New Materials does

Employees: 280

Anhui Genuine New Materials at a glance

Size Anhui Genuine New Materials (603429.SS) is a China Materials company (Pulp & Paper) with a market value of $539M, the 3679th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥6.95 on 6 Nov 2026.

Performance Over six months the shares fell 32.5%, against -18.8% for the median peer and -16.4% for the China market (cap-weighted) — 4th lowest of 21 in its peer set.

Growth Revenue fell 36.5% over the last twelve months (peer median +0.2%); the operating margin is -45.5% (peer median 1.4%).

Valuation It trades at 2.79× book value against a peer median of 1.17× (4th most expensive of 21).

Price implies The share price implies a return on equity of about 17.3%; Anhui Genuine New Materials delivers -3.0%, so the price asks more than the business earns today.

Next results Next results expected around 16 Apr 2027 (exchange calendar; dates can move).

Relative performance

8010011 May 202611 Aug 20266 Nov 2026Peer median 81603429.SS 70
Six months, rebased to 100: Anhui Genuine New Materials against the median of its 20 peers (local-currency closes).

Anhui Genuine New Materials financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥113MCN¥171MCN¥454MCN¥659MCN¥822M
Revenue growth—-62%-31%-20%—
Gross profitCN¥13.7MCN¥1.56MCN¥139MCN¥252MCN¥278M
EBITDAn/a-CN¥6.99MCN¥108MCN¥211MCN¥236M
Net income-CN¥37.4M-CN¥18.2M-CN¥72.5MCN¥117MCN¥167M
Free cash flow-CN¥43.1M-CN¥90.2M-CN¥54.2MCN¥221MCN¥215M
Capital expenditure-CN¥1.96MCN¥4.18MCN¥4.22MCN¥22.8MCN¥17.7M
Total debtCN¥15.8MCN¥33.7MCN¥69.4MCN¥155MCN¥167M

Quarterly statements and history in the cockpit →

Anhui Genuine New Materials 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

-30%-20%-10%0%-20%-10%0004886007946031653708002235ENC000576002521605377600308600356JKPAPER00282560328400201219050020676004336007931909603429.SS6-month return →1-month return →
Up and to the right = strong over both horizons. Anhui Genuine New Materials is the large dot.

Fundamentals: return on equity against price-to-book

-20%-10%0%10%00×50×100×0004886007946031653708002235ENC0005760025216003086003560020121905600433600793603429.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. Anhui Genuine New Materials is the large dot.

Capital: ROE delivered against the ROE the price implies

-25%0%25%50%75%0%50%0004886007946031653708002235ENC000576002521JKPAPER6007931909603429.SSROE delivered →ROE the price implies →
Above the diagonal = the price asks for a higher return on equity than the business earns today. Anhui Genuine New Materials is the large dot.

Anhui Genuine New Materials competitors and peer comparison

How Anhui Genuine New Materials 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.

Anhui Genuine New Materials against its 20 peers (data as of 6 Nov 2026)
Measure603429.SSPeer medianRank in peer set
1-month return-21.6%-10.0%lowest of 21
6-month return-32.5%-18.8%4th lowest of 21
Return on equity-3.0%2.3%7th lowest of 21
Price / book2.79×1.17×4th most expensive of 21
ROE the price implies17.3%8.6%5th most demanding of 21
ROE delivered-3.0%2.3%7th lowest of 21

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthROEPrice / bookImplied ROEDelivered ROE
Anhui Genuine New Materials 603429.SSChina$539M-33%-37%-3%2.79×17.3%-3.0%
Shandong Chenming Paper 000488.SZChina$536M-27%0%-191%35.49×189.2%-190.9%
Zhangjiagang Freetrade Science & Technology 600794.SSChina$533M-17%-35%-4%1.42×8.4%-4.1%
Zhejiang Rongsheng Environmental Protection Paper 603165.SSChina$554M-32%+10%13%1.50×10.3%12.8%
Tokushu Tokai Paper 3708.TJapan$494M+34%0%6%0.88×4.7%5.7%
Xiamen Anne 002235.SZChina$593M-38%+1%-2%5.16×31.2%-2.0%
ENCE Energia y Celulosa ENC.MCSpain$608M-9%-1%-8%1.16×8.4%-8.0%
Guangdong Ganhua Science & Industry 000576.SZChina$469M-17%+81%5%1.88×15.5%4.7%
Qifeng New Material 002521.SZChina$445M-37%-3%4%0.76×6.7%3.5%
Hangzhou Huawang New Material Technology 605377.SSChina$655M-20%-13%6%1.13×8.7%6.4%
Shandong Huatai Paper 600308.SSChina$662M-25%-5%-4%0.49×3.9%-3.7%
Mudanjiang Hengfeng Paper 600356.SSChina$435M-11%-2%7%0.94×6.4%7.5%
JK Paper JKPAPER.NSIndia$707M-1%+12%6%1.18×20.1%6.3%
Shanghai NAR Industrial 002825.SZChina$400M-20%+19%4%1.65×12.9%4.1%
Anhui Linping Circular Development 603284.SSChina$395M-26%+7%11%1.16×5.2%10.8%
Zhejiang Kan Specialities Material 002012.SZChina$387M-17%+9%2%1.66×14.9%1.7%
Chung Hwa Pulp 1905.TWTaiwan$373M-11%-7%-4%0.73×2.9%-3.6%
Zhejiang Jingxing Paper Joint Stock 002067.SZChina$787M-27%+18%3%0.77×5.0%2.9%
Guangdong Guanhao High-Tech 600433.SSChina$788M-37%-1%1%1.19×9.9%0.7%
Yibin Paper Industry 600793.SSChina$366M-15%-24%-25%13.03×75.9%-25.4%
Longchen Paper & Packaging 1909.TWTaiwan$364M+1%+4%1%0.56×2.5%1.5%

Questions

Which companies are Anhui Genuine New Materials's closest peers?
The cockpit's peer set: Shandong Chenming Paper (000488.SZ), Zhangjiagang Freetrade Science & Technology (600794.SS), Zhejiang Rongsheng Environmental Protection Paper (603165.SS), Tokushu Tokai Paper (3708.T), Xiamen Anne (002235.SZ), ENCE Energia y Celulosa (ENC.MC), Guangdong Ganhua Science & Industry (000576.SZ), Qifeng New Material (002521.SZ).
Is Anhui Genuine New Materials expensive compared with its peers?
On price / book it trades at 2.79× against a peer median of 1.17×, 4th most expensive of 21 in its peer set. The share price implies a return on equity of about 17.3%; Anhui Genuine New Materials delivers -3.0%, so the price asks more than the business earns today.
How has Anhui Genuine New Materials stock performed?
Over six months to 6 Nov 2026 the shares returned -32.5% against -18.8% for the median peer; over one year -29.3%.

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.