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← CockpitCompetitor Analysis › 605399.SS Jiangxi Chenguang New Materials Co., Ltd. Class AOpen in the cockpit ↗

Jiangxi Chenguang New Materials Co., Ltd. Class A605399.SSCompetitor analysis, valuation and peers

China · CNY·Materials›Chemicals: Specialty
Momentum neutral 47
Mkt cap
$482M
US dollars, full cap
Free float
35%
of shares outstanding
$/day
$11.9M
20-day average traded
P/B
1.57×
price to book
ROE
-6.1%
delivered
Implied ROE
14.0%
what the price asks
Next earnings
161 days
16 Apr 2027
Close · CNYCN¥10.33
1D-1.8%
1W+2.3%
1M-13.0%
3M+1.8%
6M-29.6%
YTD-23.6%
1Y-23.5%
ATR %5.6%
52w lowhigh46.9% off high

What Jiangxi Chenguang New Materials does

Employees: 1,517

Jiangxi Chenguang New Materials at a glance

Size Jiangxi Chenguang New Materials (605399.SS) is a China Materials company (Chemicals: Specialty) with a market value of $482M, the 3935th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥10.33 on 6 Nov 2026.

Performance Over six months the shares fell 29.6%, against -19.1% for the median peer and -16.4% for the China market (cap-weighted) — 6th lowest of 21 in its peer set.

Growth Revenue grew 15.3% over the last twelve months (peer median +16.9%); the operating margin is -9.5% (peer median 5.5%).

Valuation It trades at 1.57× book value against a peer median of 1.86× (9th cheapest of 21).

Price implies The share price implies a return on equity of about 14.0%; Jiangxi Chenguang New Materials delivers -6.1%, 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 83605399.SS 72
Six months, rebased to 100: Jiangxi Chenguang New Materials against the median of its 20 peers (local-currency closes).

Jiangxi Chenguang New Materials financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥1.26BCN¥1.10BCN¥1.16BCN¥1.16BCN¥1.93B
Revenue growth—-5%0%-40%—
Gross profitCN¥205MCN¥83.6MCN¥154MCN¥154MCN¥800M
EBITDAn/a-CN¥831,030CN¥65.8MCN¥75.8MCN¥706M
Net income-CN¥129M-CN¥94.5MCN¥41.4MCN¥101MCN¥639M
Free cash flow-CN¥382M-CN¥496M-CN¥546M-CN¥72.4MCN¥413M
Capital expenditureCN¥246MCN¥434MCN¥587MCN¥273MCN¥196M
Total debtCN¥703MCN¥673MCN¥683MCN¥539MCN¥11.9M

Quarterly statements and history in the cockpit →

Jiangxi Chenguang 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

-25%0%+25%+50%+75%-20%-10%0%LXCHEM036830600800603725603192GUJALKALISOTL688203002109LCFS002453603120002054074630092779426055663007983001321714605399.SS6-month return →1-month return →
Up and to the right = strong over both horizons. Jiangxi Chenguang New Materials is the large dot.

Fundamentals: return on equity against price-to-book

-30%-20%-10%0%10%20×40×LXCHEM036830600800603725603192GUJALKALISOTL688203002109LCFS00245360312000205407463009276055663007983001321714605399.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. Jiangxi Chenguang New Materials is the large dot.

Capital: ROE delivered against the ROE the price implies

-40%-20%0%20%40%-25%0%25%50%0368306008006037256031926882030021090024536031200020543001321714605399.SSROE delivered →ROE the price implies →
Above the diagonal = the price asks for a higher return on equity than the business earns today. Jiangxi Chenguang New Materials is the large dot.

Jiangxi Chenguang New Materials competitors and peer comparison

How Jiangxi Chenguang 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.

Jiangxi Chenguang New Materials against its 20 peers (data as of 6 Nov 2026)
Measure605399.SSPeer medianRank in peer set
1-month return-13.0%-14.2%9th highest of 21
6-month return-29.6%-19.1%6th lowest of 21
Return on equity-6.1%5.2%3rd lowest of 21
Price / book1.57×1.86×9th cheapest of 21
ROE the price implies14.0%15.3%9th least demanding of 21
ROE delivered-6.1%6.2%3rd lowest of 18

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthROEPrice / bookImplied ROEDelivered ROE
Jiangxi Chenguang New Materials 605399.SSChina$482M-30%+15%-6%1.57×14.0%-6.1%
Laxmi Organic Industries LXCHEM.NSIndia$480M0%+5%4%2.28×32.5%n/a
Soulbrain 036830.KSSouth Korea$480M-55%+16%10%0.36×5.2%9.9%
Tian Jin Bohai Chemical 600800.SSChina$479M-37%-24%-45%3.71×27.8%-44.5%
Guangdong Tianan New Material 603725.SSChina$489M+9%-12%6%3.93×30.5%6.2%
Shanghai Huide Science & Technology 603192.SSChina$476M-15%+2%4%1.45×11.5%3.8%
Gujarat Alkalies & Chemicals GUJALKALI.NSIndia$476M-23%+7%0%0.86×14.4%n/a
Savita Oil Technologies SOTL.NSIndia$491M+61%+26%10%2.56×40.4%n/a
Zhejiang Hisun Biomaterials 688203.SSChina$473M+16%+47%2%2.10×16.9%2.2%
Shaanxi Xinghua Chemistry 002109.SZChina$473M-39%+20%-4%0.82×5.9%-4.0%
Tidewater Renewables LCFS.TOCanada$495M+97%+24%0%4.05×17.0%0.2%
Great Chinasoft Technology 002453.SZChina$497M-27%-5%-29%4.68×46.8%-29.2%
Kente Catalysts 603120.SSChina$465M+6%+9%7%3.17×28.0%6.8%
Dymatic Chemicals 002054.SZChina$465M-25%+21%7%1.15×8.8%7.1%
Lee & Man Chemical 0746.HKHong Kong$465M-9%+3%9%0.53×5.5%8.8%
Nantong Jiangtian Chemical 300927.SZChina$463M-29%+51%9%2.98×30.6%8.7%
JSP 7942.TJapan$462M+29%+14%9%0.67×6.8%9.4%
Hangzhou Flariant 605566.SSChina$505M-23%+22%4%1.60×14.2%4.2%
Jiangsu Jinji Industrial 300798.SZChina$507M-33%+28%-1%1.78×13.8%-0.7%
FuJian Nox Bellcow 300132.SZChina$459M-37%+18%13%1.95×16.2%12.8%
Ho Tung Chemical 1714.TWTaiwan$459M+67%+36%10%1.15×4.9%9.5%

Questions

Which companies are Jiangxi Chenguang New Materials's closest peers?
The cockpit's peer set: Laxmi Organic Industries (LXCHEM.NS), Soulbrain (036830.KS), Tian Jin Bohai Chemical (600800.SS), Guangdong Tianan New Material (603725.SS), Shanghai Huide Science & Technology (603192.SS), Gujarat Alkalies & Chemicals (GUJALKALI.NS), Savita Oil Technologies (SOTL.NS), Zhejiang Hisun Biomaterials (688203.SS).
Is Jiangxi Chenguang New Materials expensive compared with its peers?
On price / book it trades at 1.57× against a peer median of 1.86×, 9th cheapest of 21 in its peer set. The share price implies a return on equity of about 14.0%; Jiangxi Chenguang New Materials delivers -6.1%, so the price asks more than the business earns today.
How has Jiangxi Chenguang New Materials stock performed?
Over six months to 6 Nov 2026 the shares returned -29.6% against -19.1% for the median peer; over one year -23.5%.

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.