Shenzhen Cotran New Material Co Ltd Class A

SHE:300731 China Specialty Chemicals
Market Cap
$1.23 Billion
CN¥9.03 Billion CNY
Market Cap Rank
#7650 Global
#1332 in China
Share Price
CN¥71.43
Change (1 day)
-3.21%
52-Week Range
CN¥20.31 - CN¥79.86
All Time High
CN¥79.86
About

Shenzhen Cotran New Material Co.,Ltd. research and development, production, and sales of polymer materials and thermal management system products in China. It offers insulation waterproof tapes, fireproof boards/blankets/tapes, and other fireproof plugging products; rubber adhesive tapes, PVC insulation tapes, and cold shrink tubing products; and electronic moisture-proof plugging products, and a… Read more

Shenzhen Cotran New Material Co Ltd Class A (300731) - Net Assets

Latest net assets as of September 2025: CN¥671.19 Million CNY

Based on the latest financial reports, Shenzhen Cotran New Material Co Ltd Class A (300731) has net assets worth CN¥671.19 Million CNY as of September 2025.

Net assets (also known as shareholders' equity or book value) represent the difference between a company's total assets (CN¥1.23 Billion) and total liabilities (CN¥556.22 Million). This figure indicates the residual interest in the assets after deducting liabilities, essentially showing what would remain for shareholders if all assets were liquidated and all debts paid off.

Key Net Assets Metrics

Metric Value
Current Net Assets CN¥671.19 Million
% of Total Assets 54.68%
Annual Growth Rate 23.09%
5-Year Change -0.26%
10-Year Change 301.08%
Growth Volatility 42.63

Shenzhen Cotran New Material Co Ltd Class A - Net Assets Trend (2013–2024)

This chart illustrates how Shenzhen Cotran New Material Co Ltd Class A's net assets have evolved over time, based on quarterly financial data. Explore and compare other companies by net assets.

Annual Net Assets for Shenzhen Cotran New Material Co Ltd Class A (2013–2024)

The table below shows the annual net assets of Shenzhen Cotran New Material Co Ltd Class A from 2013 to 2024.

Year Net Assets Change
2024-12-31 CN¥663.32 Million +2.71%
2023-12-31 CN¥645.83 Million +2.64%
2022-12-31 CN¥629.25 Million +2.45%
2021-12-31 CN¥614.20 Million -7.65%
2020-12-31 CN¥665.08 Million +18.91%
2019-12-31 CN¥559.31 Million +11.99%
2018-12-31 CN¥499.41 Million +2.20%
2017-12-31 CN¥488.65 Million +146.37%
2016-12-31 CN¥198.34 Million +19.93%
2015-12-31 CN¥165.38 Million +50.92%
2014-12-31 CN¥109.58 Million +62.31%
2013-12-31 CN¥67.51 Million --

Equity Component Analysis

This analysis shows how different components contribute to Shenzhen Cotran New Material Co Ltd Class A's total equity over time. Equity components include common stock, retained earnings, additional paid-in capital, and other elements.

Equity Composition Insights

  • Retained earnings have grown by 80.9% over the analyzed period, indicating profitable operations and earnings retention.

Current Equity Component Breakdown (December 2024)

Component Amount Percentage
Retained Earnings CN¥88.76 Million 14.74%
Common Stock CN¥126.43 Million 21.00%
Other Comprehensive Income CN¥35.52 Million 5.90%
Other Components CN¥351.33 Million 58.36%
Total Equity CN¥602.04 Million 100.00%

Shenzhen Cotran New Material Co Ltd Class A Competitors by Market Cap

The table below lists competitors of Shenzhen Cotran New Material Co Ltd Class A ranked by their market capitalization.

Equity Growth Attribution

This analysis shows how different factors contributed to changes in Shenzhen Cotran New Material Co Ltd Class A's equity between the two most recent reporting periods.

Equity Growth Insights

  • From 2023 to 2024, total equity changed from 614,087,905 to 602,041,472, a change of -12,046,433 (-2.0%).
  • Net income of 17,279,483 contributed positively to equity growth.
  • Dividend payments of 16,611,219 reduced retained earnings.
  • Other comprehensive income increased equity by 36,588,922.
  • Other factors decreased equity by 49,303,619.

Equity Change Factors (2023 to 2024)

Factor Impact Contribution
Net Income CN¥17.28 Million +2.87%
Dividends Paid CN¥16.61 Million -2.76%
Other Comprehensive Income CN¥36.59 Million +6.08%
Other Changes CN¥-49.30 Million -8.19%
Total Change CN¥- -1.96%

Book Value vs Market Value Analysis

This analysis compares Shenzhen Cotran New Material Co Ltd Class A's book value (net assets) with its market value over time. The relationship between these values can provide insights into investor sentiment and company valuation.

Valuation Insights

  • Current price-to-book ratio: 14.64x
  • The company is trading at a significant premium to its book value, suggesting the market values its earnings potential, brand, or other intangibles highly.
  • The price-to-book ratio has decreased from 89.30x to 14.64x over the analyzed period, indicating reduced market premium.

Historical Price-to-Book Ratios

Date Book Value per Share Market Price P/B Ratio
2013-12-31 CN¥0.80 CN¥71.43 x
2014-12-31 CN¥1.30 CN¥71.43 x
2015-12-31 CN¥1.95 CN¥71.43 x
2016-12-31 CN¥2.11 CN¥71.43 x
2017-12-31 CN¥5.30 CN¥71.43 x
2018-12-31 CN¥4.06 CN¥71.43 x
2019-12-31 CN¥4.52 CN¥71.43 x
2020-12-31 CN¥4.75 CN¥71.43 x
2021-12-31 CN¥4.68 CN¥71.43 x
2022-12-31 CN¥4.84 CN¥71.43 x
2023-12-31 CN¥4.82 CN¥71.43 x
2024-12-31 CN¥4.88 CN¥71.43 x

Capital Efficiency Dashboard

This dashboard shows how efficiently Shenzhen Cotran New Material Co Ltd Class A utilizes its equity to generate returns, including Return on Equity (ROE) and its components based on the DuPont analysis framework.

Capital Efficiency Insights

  • Current Return on Equity (ROE): 2.87%
  • The company may be facing challenges in efficiently utilizing shareholder equity.
  • DuPont Analysis Breakdown:
  • • Net Profit Margin: 1.80%
  • • Asset Turnover: 0.77x
  • • Equity Multiplier: 2.07x
  • Recent ROE (2.87%) is below the historical average (15.24%), suggesting potential challenges in capital efficiency.

Historical Capital Efficiency Metrics

Year Return on Equity Net Profit Margin Asset Turnover Equity Multiplier Economic Value Added
2013 46.18% 35.58% 1.08x 1.21x CN¥24.42 Million
2014 51.17% 35.28% 1.16x 1.25x CN¥45.11 Million
2015 21.63% 22.93% 0.80x 1.17x CN¥19.01 Million
2016 28.07% 28.70% 0.78x 1.25x CN¥34.79 Million
2017 13.20% 25.31% 0.47x 1.11x CN¥15.58 Million
2018 8.86% 15.50% 0.49x 1.16x CN¥-5.72 Million
2019 8.95% 16.15% 0.43x 1.28x CN¥-5.81 Million
2020 4.42% 8.68% 0.31x 1.62x CN¥-33.65 Million
2021 -2.19% -2.24% 0.59x 1.65x CN¥-70.94 Million
2022 -4.37% -5.13% 0.55x 1.55x CN¥-87.87 Million
2023 4.15% 4.56% 0.55x 1.65x CN¥-35.95 Million
2024 2.87% 1.80% 0.77x 2.07x CN¥-42.92 Million

Industry Comparison

This section compares Shenzhen Cotran New Material Co Ltd Class A's net assets metrics with peer companies in the Specialty Chemicals industry.

Industry Context

  • Industry: Specialty Chemicals
  • Average net assets among peers: $1,775,158,628
  • Average return on equity (ROE) among peers: -19.15%

Peer Company Comparison

Company Net Assets Return on Equity Debt-to-Equity Market Cap
Shenzhen Cotran New Material Co Ltd Class A (300731) CN¥671.19 Million 46.18% 0.83x $923.28 Million
Chongqing Sanxia Paints Co Ltd (000565) $390.80 Million 1.64% 0.47x $289.82 Million
Hengyi Petrochemical Co Ltd (000703) $246.42 Million -7.64% 1.62x $1.44 Billion
Guangdong Xinhui Meida Nylon Co Ltd (000782) $472.56 Million 10.49% 1.13x $361.89 Million
Luxi Chemical Group Co Ltd (000830) $120.60 Million 41.32% 1.30x $2.28 Billion
China Minmetals Rare Earth Co Ltd (000831) $234.51 Million -303.65% 8.65x $5.40 Billion
Anhui Guofeng Plastic Industry Co Ltd (000859) $2.70 Billion 10.47% 0.21x $884.45 Million
Cofco Biochemical Anhui Co Ltd (000930) $11.76 Billion 9.61% 0.54x $815.97 Million
Shandong Link Science and Technology Co Ltd (001207) $441.43 Million 14.99% 1.14x $330.19 Million
Zhejiang Bofay Elec Co Ltd (001255) $742.80 Million 1.78% 0.61x $169.49 Million
Guangdong Decro Film New (001378) $647.89 Million 29.53% 0.22x $241.78 Million