Key Points
- H1 2025 Financial Performance: Kosun New Materials (Kosun Xinyuan 科创新源) reported ¥541 million RMB ($75.5 million USD) in operating revenue, a 43.90% year-over-year increase.
- Net Profit Surge: Net profit attributable to shareholders reached ¥17.604 million RMB ($2.46 million USD), marking a significant 520.71% year-over-year increase.
- Valuation Metrics: The company’s implied net profit margin is approximately 3.25%, with a high Price-to-Earnings (P/E) ratio of 179.23x and an implied Price-to-Sales (P/S) ratio of ~11.66x.
- Market Reaction: The stock (300731.SZ) saw a +3.08% daily change on announcement day, trading at around ¥49.91 RMB, with a turnover rate of 13.40%.
- Investor Outlook: The very high P/E ratio suggests the market anticipates significant future growth, indicating that the positive results may already be priced in, but the substantial net profit increase points to meaningful operational improvement.
Quick take: Kosun New Materials H1 2025 financial results.
Kosun New Materials announced its H1 2025 results on August 24, 2025.
The company reported operating revenue of ¥541 million RMB ($75.5 million USD).
The company reported net profit attributable to shareholders of ¥17.604 million RMB ($2.46 million USD).
Revenue grew 43.90% year-over-year.
Net profit surged 520.71% year-over-year.
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Why this matters to investors, founders, and operators.
A >500% net profit jump is the kind of headline that draws attention from traders and sector analysts.
But headlines are only part of the picture.
It helps to convert the raw numbers into simple metrics to judge operational health.
Simple math that gives context.
- Implied net profit margin: ¥17.604 million / ¥541 million ≈ ~3.25%.
- Price-to-earnings (P/E): reported at 179.23x.
- Market capitalization: ¥6.31 billion RMB ($881.0 million USD).
- Implied price-to-sales (P/S): ¥6.31 billion / ¥541 million ≈ ~11.66x.
These derived ratios help frame valuation vs. growth.
Market reaction and trading details.
The stock (300731.SZ) was trading at ¥49.91 RMB ($6.97 USD) on the announcement day.
The daily change was +¥1.49 RMB ($0.21 USD), which is +3.08%.
Trading volume hit 161,000 shares.
Turnover reached ¥791 million RMB ($110.4 million USD), with a turnover rate of 13.40%.
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Sector signals and comparable names.
- Third-Generation Semiconductors: +2.16%
- Foxconn Concept: +1.87%
- Silicon Carbide: +1.80%
- 5G Concept: +1.70%
- Zhen’an Technology (Zhen’an Keji 震安科技) (300767): ¥25.34 RMB ($3.54 USD), up 19.98%.
- Tiantie Technology (Tiantie Keji 天铁科技) (300587): ¥8.84 RMB ($1.23 USD), up 9.95%.
- Tongcheng New Material (Tongcheng Xincai 彤程新材) (603650): ¥36.22 RMB ($5.05 USD), up 3.01%.
- Chuanhuan Technology (Chuanhuan Keji 川环科技) (300547): ¥49.85 RMB ($6.96 USD), up 1.42%.
Active industry sectors included:
- Third-Generation Semiconductors (+2.16%).
- Foxconn Concept (+1.87%).
- Silicon Carbide (+1.80%).
- 5G Concept (+1.70%).
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Analyst and market sentiment — read this carefully.
One notable observation is the very high P/E of 179x.
A high P/E normally signals that the market is pricing in significant future growth.
That means investors are betting Kosun New Materials can sustain or accelerate earnings growth.
High P/E also raises the risk that positive results are already priced in.
That dynamic can produce a “buy the rumor, sell the news” reaction in the short term.
Still, a >500% net profit increase suggests meaningful operational improvement, not just a one-off blip.
What investors and founders should watch next.
- Quarterly cadence: Watch upcoming quarterly revenue and margin trends to see if margin expansion continues.
- Guidance: Look for management guidance on volumes, pricing, and cost structure.
- Comparable peers: Track the listed related stocks and sector ETFs to sense broad demand trends in semiconductors and materials.
- Valuation risk: Evaluate whether growth expectations baked into the P/E are realistic versus macro and sector headwinds.
Read this if…
- You care about fast-growing Chinese materials companies tied to semiconductor and 5G supply chains.
- You want a quick data-first snapshot to use for investment screening.
- You build product or go-to-market strategies that depend on silicon carbide and related upstream materials.
Linking opportunities for further coverage.
- Link the phrase “Kosun New Materials” to company pages or earnings write-ups.
- Link “Third-Generation Semiconductors” to sector primers and research notes.
- Link “Silicon Carbide” and “5G” to tech trends pages and supply chain analyses.
Bottom line.
Kosun New Materials (Kosun Xinyuan 科创新源) delivered a standout H1 2025 showing with ¥541 million RMB ($75.5 million USD) in revenue and ¥17.604 million RMB ($2.46 million USD) in net profit, up 520.71% year-over-year.
The stock reaction and high P/E are worth noting for anyone sizing positions.
Monitor follow-up quarters and management guidance to see whether the company can convert this strong performance into sustained growth.
References
- Daily Economic News (Meiri Jingji Xinwen 每日经济新闻)
- Eastmoney Official Website
- Kosun New Materials Fund Flow – Eastmoney
Keep tracking Kosun New Materials (Kosun Xinyuan 科创新源) for the next set of quarterly results and market signals.
