Chongqing Changjiang River Moulding Material (Group) Co (001296) Fair Value & Analysis
Industrials · CN · Market cap 2.9B CNY
Fair value as of: Jul 21, 2026
From 24 valuation models · updated 20 days ago
Share price +12.5% over the past month.
A solid business, but screening 33% overvalued on our models.
What matters now
- Solid but not exceptional quality (59/100) and above fair value, neither a clear bargain nor a standout compounder.
- A fairly wide model range (¥9.88 to ¥20.57) leaves room in how you read the outcome.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 21, 2026.
How to read this chart
56‑month range ¥10.71 – ¥30.65 · fair‑value band ¥9.88 – ¥20.57 · the ¥20.14 price screens above the ¥13.45 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 21, 2026.
Analysis
Chongqing Changjiang River Moulding Material (Group) Co (001296) currently trades at ¥20.14, while our model-based Fair Value estimate is ¥13.45, implying the stock looks roughly 33.2% overvalued today. The Quality Score stands at 59/100 (solid quality), in the Industrials sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).
Over the trailing twelve months, Chongqing Changjiang River Moulding Material (Group) Co generated revenue of 1.1B CNY at a net margin of 9.8%. Revenue declined 6.5% year over year. It earns a return on equity of 6.2%. The balance sheet holds a net cash position of 74.0M CNY. Fundamentals as of Jul 21, 2026
Our scenario range runs from ¥9.88 (bear case) to ¥20.57 (bull case); at ¥20.14, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 40% below its 52-week high and 11% above its 52-week low, currently below its 200-day average. For context, the median of 10 Industrials peers we cover trades at -72% fair-value upside, at -33%, 001296 screens cheaper than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 24 models by family
Widest divergence: Growth Earnings (¥15.24) versus Earnings-Based (¥5.15). Highest evidence: Growth DCF (80).
Notify me when 001296 reaches fair value
Free. You confirm by email (double opt-in) and can unsubscribe anytime in one click.
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 21, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 58 · Market factors (momentum, volatility) 32
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
Chongqing Changjiang River Moulding Material (Group) Co., Ltd. engages in research, development, production, and sales of silica sand, coated sand, and sand cores for casting.
Full company description
Chongqing Changjiang River Moulding Material (Group) Co., Ltd. engages in research, development, production, and sales of silica sand, coated sand, and sand cores for casting. It is also involved in research, development, and production of foundry waste (old) sand regeneration technology and equipment for production of parts for automobiles, motorcycles, high-speed rail, agricultural machinery, engineering machinery, and other industries. The company engages in producing auxiliary materials for the foundry industry and manufacturing proppant for the oil and gas industry. In addition, the company offers CCITEK, a series of green inorganic foundry materials, including binder, sand, mold, coremaking system, sand mixer and sand delivery system, regeneration system, and core storage system, as well as the standards of binder, core sand, and recycled sand. Chongqing Changjiang River Moulding Material (Group) Co., Ltd. was founded in 1979 and is headquartered in Chongqing, China.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Chongqing Changjiang River Moulding Material (Group) Co reported revenue of ¥1.2B in FY2025 versus ¥933M in FY2021, a compound +5.6%/yr. Reported net income was ¥124M in FY2025, compounding +6.5%/yr from FY2021.
of which total revenue +4.5 pp · buybacks/dilution −7.9 pp
Absolute contributions in percentage points per year; they sum to the EPS growth rate. Start and end points are 3-year averages (details on hover).
001296 screens 33% overvalued. Compare with Carpenter Technology Corporation →
Peer Group
Metal Fabrication · 243 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Metal Fabrication median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Metal Fabrication stocks, each showing price versus our Fair Value estimate (as of Jul 21, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Carpenter Technology Corporation CRS | $577.10 | $103.31 | -82% |
| ATI Inc ATI | $186.17 | $36.51 | -80% |
| Mueller Industries, Inc MLI | $59.13 | $60.24 | +2% |
| China International Marine Containers (Group) Co 000039 | ¥7.45 | ¥1.15 | -85% |
| JL Mag Rare-Earth Co 300748 | ¥31.69 | ¥8.74 | -72% |
| Western Superconducting Technologies Co 688122 | ¥56.73 | ¥24.43 | -57% |
| Ningbo Zhenyu Technology Co 300953 | ¥131.65 | ¥44.23 | -66% |
| Anhui Yingliu Electromechanical Co 603308 | ¥48.52 | ¥8.07 | -83% |
| Baoding Technology Co 002552 | ¥43.95 | ¥5.44 | -88% |
| Xiamen Voke Mold & Plastic Engineering Co 301196 | ¥110.08 | ¥42.71 | -61% |
Compare Chongqing Changjiang River Moulding Material (Group) Co with another stock
Price, fair value, quality and upside side by side.
Explore undervalued stocks
More undervalued Industrials stocks →
Frequently asked questions
Is Chongqing Changjiang River Moulding Material (Group) Co (001296) overvalued or undervalued?
What is the fair value of 001296?
What is the quality score of 001296?
What is the revenue of Chongqing Changjiang River Moulding Material (Group) Co (001296)?
What is the net profit margin of 001296?
Does Chongqing Changjiang River Moulding Material (Group) Co pay a dividend?
How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
Track Chongqing Changjiang River Moulding Material (Group) Co and try Pro for 14 days
One email gets you 14 days of full Pro (review alerts, the 35,000+ stock screener, the diversification check) plus the monthly Top-25 report of the most undervalued quality stocks. No card, cancel anytime.
Zero risk: nothing is ever charged. After 14 days you decide whether to stay.