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Companies Basic Materials 300881.SZ
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300881.SZ Shenzhen Stock Exchange Iron & Steel

Shengtak New Material Co Ltd

¥50,75
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Mcap
5,6B CNY
P/E
EV / Rev
Div yield
0,00 %
Op margin
9,7 %
ROE
21,4 %
Net margin
8,5 %
Debt / equity
0,78
Beta
52w range
Volume
Day range
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Next earnings
Ex-dividend
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About

Shengtak New Material Co Ltd is engaged in the mining and production of iron and steel materials, generating revenue primarily through the sale of metallurgical products.

Business. Shengtak New Material Co Ltd (300881.SZ) is a mining company operating within the Iron & Steel industry of the Basic Materials sector. The firm is headquartered in China and is primarily listed on the Shenzhen Stock Exchange. Specific details regarding its operating segments and geographic revenue mix are not available.

Classification92 %
SectorBasic Materials
Business sectorMineral Resources
IndustryIron & Steel
ActivityMining
Generated · model-assisted
Sell-side consensus
consensus pending
— buy— hold— sell
Avg 12m price target
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
not yet wired
Ownership
not yet wired
Profitability
21,4 %
return on equity
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning 300881.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials · THIS SECTOR+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary+0,4 %+7,6 %−0,2 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to 300881.SZ. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    Shengtak New Material Co Ltd (300881.SZ) is a mining company operating within the Iron & Steel industry of the Basic Materials sector. The firm is headquartered in China and is primarily listed on the Shenzhen Stock Exchange. Specific details regarding its operating segments and geographic revenue mix are not available.

    Classification92 %
    SectorBasic Materials
    Business sectorMineral Resources
    IndustryIron & Steel
    ActivityMining
    AI synthesis
    GENERATED

    ### Capital Structure and Liquidity Shengtak New Material Co Ltd has a market capitalization of 5,989.5 million CNY and a price-to-earnings ratio of 26.53, indicating a relatively high valuation relative to earnings. The company's liquidity position is assessed as medium, with a current ratio of 1.16 and a negative net cash position after subtracting total debt. Free cash flow stands at 84.25 million CNY, suggesting some capacity to fund operations and investments without external financing.

    ### Profitability and Returns The company's return on equity (ROE) is 21.45%, which is strong and indicates efficient use of shareholders' equity to generate profits. Return on assets (ROA) is 7.27%, reflecting a moderate ability to generate earnings from its asset base. The price-to-book ratio of 5.69 suggests that the market values the company significantly higher than its book value, potentially indicating strong growth expectations or intangible assets.

    ### Segments and Geographic Exposure Shengtak New Material Co Ltd operates primarily in the mining segment, with no disclosed geographic diversification in the provided data. The company's revenue is concentrated in a single business line, which may increase exposure to sector-specific risks.

    ### Growth Trajectory The company's revenue for the latest period is 2,662.83 million CNY, with a net income of 225.80 million CNY. While no specific growth projections are provided, the company's current financial performance suggests a stable but not rapidly growing business.

    ### Risk Factors The company faces a medium liquidity risk, as indicated by a current ratio of 1.16 and a negative net cash position after subtracting total debt. The dilution risk is assessed as low, with no significant dilution potential identified in the basic shares outstanding. The debt-to-equity ratio of 0.78 indicates a moderate level of leverage, which could pose a risk if interest rates rise or if the company's earnings decline.

    ### Recent Events No specific recent events or filings are detailed in the provided data. The company's latest actual EPS is 2.06 CNY, and its latest actual revenue is 2,662.83 million CNY.

    Key takeaways
    • Shengtak New Material Co Ltd has a strong return on equity (21.45%) and a moderate return on assets (7.27%), indicating efficient use of equity and assets.
    • The company's market valuation is high, with a price-to-earnings ratio of 26.53 and a price-to-book ratio of 5.69.
    • The company's liquidity position is medium, with a current ratio of 1.16 and a negative net cash position after subtracting total debt.
    • The company's revenue is concentrated in a single business line, which may increase exposure to sector-specific risks.
    • The company's debt-to-equity ratio of 0.78 indicates a moderate level of leverage, which could pose a risk if interest rates rise or if the company's earnings decline.

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Valuation

    Market price
    ¥50,75
    Market cap
    ¥5.99B
    Enterprise value
    ¥6.81B
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    5.7x
    P / Tangible book
    5.7x
    Tangible book
    ¥1.05B
    Net cash
    -¥822.7M
    Current ratio
    1.2
    Debt / equity
    0.8
    ROA
    7.3%
    ROE
    21.4%
    Cash conversion
    -91.0%
    CapEx / revenue
    -4.7%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    — missing data

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskMedium
    Filing-based flags
    • Net cash is negative after subtracting total debt.

    Benchmarks vs cohort

    Op Margin9,8 %Above P75
    Net Margin8,5 %Above P75
    ROE21,4 %Best in class
    Capex / Rev-4,7 %Below median
    D/E0,78Below median
    Cash Conv-0,91Bottom quartile

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Return On Equity
      net_income / total_equity
    • Price To Earnings
      market_price / (net_income / shares_outstanding_diluted)
    • Price To Book
      market_price / (adjusted_book_value / shares_outstanding_diluted)
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Market Price
      input from market-data provider (delayed close or quote-shim mid)
    • Market Cap
      market_price * shares_outstanding_diluted
    Source documents
    • Shengtak New Material Co Ltd Market data — financials · 2026-05-26
    • Shengtak New Material Co Ltd Market data — analyst estimates · 2026-05-26

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    300881.SZCanonical
    Shenzhen Stock Exchange · CNY

    Intel & risk

    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskMedium
    Net cash is negative after subtracting total debt.

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    — missing data
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage