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← CockpitCompetitor Analysis › 688119.SS Sinosteel Luonai Materials Technology Co., Ltd. Class AOpen in the cockpit ↗

Sinosteel Luonai Materials Technology Co., Ltd. Class A688119.SSCompetitor analysis, valuation and peers

China · CNY·Materials›Construction Materials
Momentum weak 33
Mkt cap
$597M
US dollars, full cap
Free float
32%
of shares outstanding
$/day
$5.43M
20-day average traded
P/B
1.46×
price to book
ROE
-9.1%
delivered
Implied ROE
13.2%
what the price asks
Close · CNYCN¥3.54
1D-1.4%
1W+6.0%
1M-5.1%
3M-10.4%
6M-32.2%
YTD-36.7%
1Y-22.2%
ATR %3.5%
52w lowhigh62.1% off high

What Sinosteel Luonai Materials Technology does

Employees: 2,519

Sinosteel Luonai Materials Technology at a glance

Size Sinosteel Luonai Materials Technology (688119.SS) is a China Materials company (Construction Materials) with a market value of $597M, the 3430th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥3.54 on 6 Nov 2026.

Performance Over six months the shares fell 32.2%, against -9.9% for the median peer and -16.4% for the China market (cap-weighted) — 3rd lowest of 20 in its peer set.

Growth Revenue fell 1.8% over the last twelve months (peer median -3.1%); the operating margin is -13.4% (peer median 6.8%).

Valuation It trades at 1.46× book value against a peer median of 1.47× (11th cheapest of 21).

Price implies The share price implies a return on equity of about 13.2%; Sinosteel Luonai Materials Technology delivers -9.1%, so the price asks more than the business earns today.

Relative performance

8010011 May 202611 Aug 20266 Nov 2026Peer median 90688119.SS 67
Six months, rebased to 100: Sinosteel Luonai Materials Technology against the median of its 20 peers (local-currency closes).

Sinosteel Luonai Materials Technology financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥2.02BCN¥1.99BCN¥2.18BCN¥2.50BCN¥2.68B
Revenue growth—-9%-13%-6%—
Gross profitCN¥308MCN¥208MCN¥296MCN¥403MCN¥523M
EBITDAn/a-CN¥1.14MCN¥11.8MCN¥134MCN¥257M
Net income-CN¥259M-CN¥150M-CN¥59.1MCN¥70.0MCN¥233M
Free cash flowCN¥207MCN¥72.0M-CN¥98.4M-CN¥220M-CN¥48.0M
Capital expenditureCN¥28.5MCN¥55.4MCN¥121MCN¥242MCN¥137M
Total debtCN¥818MCN¥994MCN¥905MCN¥1.16BCN¥1.54B

Quarterly statements and history in the cockpit →

Sinosteel Luonai Materials Technology 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%+50%-20%0%+20%MSLH7943603916RMIX5351605086WGN0025961518002457600802000965000789300135600881003012P52FORT688119.SS6-month return →1-month return →
Up and to the right = strong over both horizons. Sinosteel Luonai Materials Technology is the large dot.

Fundamentals: return on equity against price-to-book

-300%-200%-100%0%00×2.50×50×7.50×MSLH7943RMIX605086WGN0025961518600802300135600881P52688119.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. Sinosteel Luonai Materials Technology is the large dot.

Capital: ROE delivered against the ROE the price implies

-40%-20%0%20%40%-25%0%25%50%MSLH7943RMIX5351605086WGN00259611041518002457600802000789300135P52FORT688119.SSROE delivered →ROE the price implies →
Above the diagonal = the price asks for a higher return on equity than the business earns today. Sinosteel Luonai Materials Technology is the large dot.

Sinosteel Luonai Materials Technology competitors and peer comparison

How Sinosteel Luonai Materials Technology 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.

Sinosteel Luonai Materials Technology against its 20 peers (data as of 6 Nov 2026)
Measure688119.SSPeer medianRank in peer set
1-month return-5.1%-4.7%10th lowest of 21
6-month return-32.2%-9.9%3rd lowest of 20
Return on equity-9.1%3.1%6th lowest of 20
Price / book1.46×1.47×11th cheapest of 21
ROE the price implies13.2%10.7%10th most demanding of 20
ROE delivered-9.1%3.1%6th lowest of 20

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthROEPrice / bookImplied ROEDelivered ROE
Sinosteel Luonai Materials Technology 688119.SSChina$597M-32%-2%-9%1.46×13.2%-9.1%
Marshalls MSLH.LUnited Kingdom$597M+40%0%3%0.67×9.8%3.1%
Nichiha 7943.TJapan$599M-10%-3%3%0.76×5.4%3.5%
Sobute New Materials 603916.SSChina$573M-24%-3%3%0.88×9.1%3.0%
Stewards SWRDUnited States$555Mn/a+30%n/a259.22×2,645.6%n/a
Suncrete RMIXUnited States$646M-47%n/a-14%1.80×14.8%-14.3%
Shinagawa Refra 5351.TJapan$551M-3%+25%29%0.77×7.5%29.3%
Longyan Kaolin Clay 605086.SSChina$550M-37%-9%8%2.34×21.9%8.4%
Wagners WGN.AXAustralia$650M-4%+17%22%4.29×27.1%21.8%
Hainan RuiZe New Building Material 002596.SZChina$544M-16%-16%-35%7.59×48.4%-35.2%
Universal Cement 1104.TWTaiwan$543M-7%-5%7%0.74×3.0%7.3%
Mitsui Matsushima 1518.TJapan$526M+57%+9%12%1.36×10.7%11.6%
Qinglong Pipes Industry 002457.SZChina$507M-12%+4%4%1.32×8.4%4.0%
Fujian Cement 600802.SSChina$502M+29%-22%-25%4.10×21.7%-25.2%
Tianjin Tianbao Infrastructure 000965.SZChina$476M-23%+65%-1%0.58×2.9%-0.8%
Jiangxi Wannianqing Cement 000789.SZChina$471M-21%-28%-2%0.48×3.9%-1.7%
Jiangsu Baoli Asphalt 300135.SZChina$470M-17%-4%-9%3.62×23.7%-9.4%
Jilin Yatai (Group) 600881.SSChina$776M+3%-15%-281%8.34×n/a-281.4%
Guangdong Dongpeng 003012.SZChina$779M-24%-15%1%0.68×7.1%0.7%
Pan-United P52.SISingapore$784M-9%+26%22%3.38×14.8%21.7%
Forterra FORT.LUnited Kingdom$445M+11%-5%8%1.57×15.6%8.1%

Questions

Which companies are Sinosteel Luonai Materials Technology's closest peers?
The cockpit's peer set: Marshalls (MSLH.L), Nichiha (7943.T), Sobute New Materials (603916.SS), Stewards (SWRD), Suncrete (RMIX), Shinagawa Refra (5351.T), Longyan Kaolin Clay (605086.SS), Wagners (WGN.AX).
Is Sinosteel Luonai Materials Technology expensive compared with its peers?
On price / book it trades at 1.46× against a peer median of 1.47×, 11th cheapest of 21 in its peer set. The share price implies a return on equity of about 13.2%; Sinosteel Luonai Materials Technology delivers -9.1%, so the price asks more than the business earns today.
How has Sinosteel Luonai Materials Technology stock performed?
Over six months to 6 Nov 2026 the shares returned -32.2% against -9.9% for the median peer; over one year -22.2%.

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.