Jiangsu Lidao New Materials Co (603937) Fair Value & Analysis
Basic Materials · CN · Market cap 2.9B CNY
Fair value as of: Jul 12, 2026
From 11 valuation models · updated today
Share price −17.1% over the past month.
Price vs Fair Value (12 months)
12‑month range ¥9.10 – ¥18.88 · fair‑value band ¥0.8400 – ¥1.60 · the ¥11.18 price screens above the ¥1.28 fair value. As of Jul 12, 2026.
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Jiangsu Lidao New Materials Co (603937) currently trades at ¥11.18, while our model-based Fair Value estimate is ¥1.28 — implying the stock looks roughly 88.6% overvalued today. We read business quality at 49/100 (below-average quality), in the Basic Materials 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: medium).
Over the trailing twelve months, Jiangsu Lidao New Materials Co generated revenue of 2.0B CNY at a net margin of -1.8%. Revenue grew 28.4% year over year. It earns a return on equity of -2.3%. Net debt stands at 94.7M CNY. Fundamentals as of Jul 12, 2026
Our scenario range runs from ¥0.8400 (bear case) to ¥1.60 (bull case); at ¥11.18, the current price sits above that range. The share trades about 41% below its 52-week high and 24% above its 52-week low, currently below its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at 6% fair-value upside — at -89%, 603937 screens richer than that median.
Key figures & financial health
More key figures
Figures from reported company fundamentals (EODHD) · as of Jul 12, 2026. TTM = trailing twelve months.
About the company
Jiangsu Lidao New Materials Co., Ltd. engages in the research and development, production, and sale of aluminum products in China and internationally. The company is involved in the processing and manufacturing of new building decoration materials and metal materials; aluminum alloy ceiling system; sheet metal parts; and hardware processing activities. It offers aluminum magnesium manganese roofing systems, color coated aluminum coils, and curtain wall facing panels; and finishing and cutting aluminum materials, as well as high-end colored aluminum products, welded honeycomb panels, and other materials for rail transit, new energy vehicles, military industry, petrochemical industry, shipbuilding, construction, industry, food packaging, and other industries. The company was formerly known as Changzhou Lidao Metal Material Manufacturing Co., Ltd. Jiangsu Lidao New Materials Co., Ltd. was founded in 2004 and is headquartered in Changzhou, China.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Jiangsu Lidao New Materials Co reported revenue of ¥2.0B in FY2025 versus ¥1.7B in FY2021, a compound +3.1%/yr. Reported net income was −¥35.8M in FY2025.
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Similar stocks
10 more Aluminum stocks, each showing price versus our Fair Value estimate (as of Jul 12, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Shandong Hongqiao Aluminum Industry Holding 002379 | ¥17.36 | ¥46.21 | +166% |
| China Hongqiao Group CHHQY | $36.48 | $55.00 | +51% |
| Aluminum Corporation 601600 | ¥10.68 | ¥20.14 | +89% |
| Hindalco Industries Limited HINDALCO | ₹1,039 | ₹958.11 | -8% |
| Norsk Hydro ASA NHY | kr 113.20 | kr 63.96 | -43% |
| Alcoa Corporation AA | $65.55 | $35.98 | -45% |
| Press Metal Aluminium Holdings 8869 | 8.90 MYR | 3.88 MYR | -56% |
| Yunnan Aluminium Co 000807 | ¥27.64 | ¥28.85 | +4% |
| Tianshan Aluminum Group 002532 | ¥12.90 | ¥40.71 | +216% |
| Henan Shenhuo Coal Industry and Electricity Power Co 000933 | ¥26.25 | ¥27.93 | +6% |
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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.
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Not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.