New Risk • Jul 04
New major risk - Revenue and earnings growth Earnings have declined by 1.3% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company. Announcement • Jun 30
Jinlong Machinery & Electronic Co.,Ltd to Report First Half, 2026 Results on Aug 29, 2026 Jinlong Machinery & Electronic Co.,Ltd announced that they will report first half, 2026 results on Aug 29, 2026 New Risk • May 09
New major risk - Revenue and earnings growth Earnings have declined by 1.3% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 1.3% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (8.0% average weekly change). Announcement • Apr 29
Jinlong Machinery & Electronic Co.,Ltd, Annual General Meeting, May 19, 2026 Jinlong Machinery & Electronic Co.,Ltd, Annual General Meeting, May 19, 2026, at 14:30 China Standard Time. Location: The Company's Meeting Room, Dongguan, Guangdong China Reported Earnings • Apr 29
Full year 2025 earnings released: EPS: CN¥0.008 (vs CN¥0.15 loss in FY 2024) Full year 2025 results: EPS: CN¥0.008 (up from CN¥0.15 loss in FY 2024). Revenue: CN¥1.58b (up 5.8% from FY 2024). Net income: CN¥6.71m (up CN¥127.8m from FY 2024). Profit margin: 0.4% (up from net loss in FY 2024). Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings. Announcement • Mar 31
Jinlong Machinery & Electronic Co.,Ltd to Report Q1, 2026 Results on Apr 29, 2026 Jinlong Machinery & Electronic Co.,Ltd announced that they will report Q1, 2026 results on Apr 29, 2026 Announcement • Dec 31
Jinlong Machinery & Electronic Co.,Ltd to Report Fiscal Year 2025 Results on Apr 29, 2026 Jinlong Machinery & Electronic Co.,Ltd announced that they will report fiscal year 2025 results on Apr 29, 2026 Reported Earnings • Oct 29
Third quarter 2025 earnings released: EPS: CN¥0.024 (vs CN¥0.028 loss in 3Q 2024) Third quarter 2025 results: EPS: CN¥0.024 (up from CN¥0.028 loss in 3Q 2024). Revenue: CN¥418.7m (up 1.5% from 3Q 2024). Net income: CN¥19.4m (up CN¥42.0m from 3Q 2024). Profit margin: 4.6% (up from net loss in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings. Announcement • Sep 30
Jinlong Machinery & Electronic Co.,Ltd to Report Q3, 2025 Results on Oct 29, 2025 Jinlong Machinery & Electronic Co.,Ltd announced that they will report Q3, 2025 results on Oct 29, 2025 Announcement • Jul 02
Jinlong Machinery & Electronic Co.,Ltd to Report First Half, 2025 Results on Aug 29, 2025 Jinlong Machinery & Electronic Co.,Ltd announced that they will report first half, 2025 results on Aug 29, 2025 Reported Earnings • Apr 29
Full year 2024 earnings released: CN¥0.15 loss per share (vs CN¥0.47 loss in FY 2023) Full year 2024 results: CN¥0.15 loss per share (improved from CN¥0.47 loss in FY 2023). Revenue: CN¥1.49b (down 44% from FY 2023). Net loss: CN¥121.1m (loss narrowed 68% from FY 2023). Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings. Announcement • Apr 29
Jinlong Machinery & Electronic Co.,Ltd, Annual General Meeting, May 20, 2025 Jinlong Machinery & Electronic Co.,Ltd, Annual General Meeting, May 20, 2025, at 14:30 China Standard Time. New Risk • Apr 07
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 8.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 12% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (8.5% average weekly change). Announcement • Mar 31
Jinlong Machinery & Electronic Co.,Ltd to Report Q1, 2025 Results on Apr 29, 2025 Jinlong Machinery & Electronic Co.,Ltd announced that they will report Q1, 2025 results on Apr 29, 2025 Announcement • Dec 31
Jinlong Machinery & Electronic Co.,Ltd to Report Fiscal Year 2024 Results on Apr 29, 2025 Jinlong Machinery & Electronic Co.,Ltd announced that they will report fiscal year 2024 results on Apr 29, 2025 Reported Earnings • Oct 31
Third quarter 2024 earnings released: CN¥0.028 loss per share (vs CN¥0.023 loss in 3Q 2023) Third quarter 2024 results: CN¥0.028 loss per share (further deteriorated from CN¥0.023 loss in 3Q 2023). Revenue: CN¥412.4m (down 34% from 3Q 2023). Net loss: CN¥22.6m (loss widened 25% from 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings. New Risk • Oct 30
New major risk - Revenue and earnings growth Earnings have declined by 5.3% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (13% average weekly change). Earnings have declined by 5.3% per year over the past 5 years. Announcement • Sep 30
Jinlong Machinery & Electronic Co.,Ltd to Report Q3, 2024 Results on Oct 30, 2024 Jinlong Machinery & Electronic Co.,Ltd announced that they will report Q3, 2024 results on Oct 30, 2024 New Risk • Sep 03
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Chinese stocks, typically moving 9.3% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-CN¥422m free cash flow). Share price has been highly volatile over the past 3 months (9.3% average weekly change). Announcement • Jun 29
Jinlong Machinery & Electronic Co.,Ltd to Report First Half, 2024 Results on Aug 30, 2024 Jinlong Machinery & Electronic Co.,Ltd announced that they will report first half, 2024 results on Aug 30, 2024 Announcement • Apr 28
Jinlong Machinery & Electronic Co.,Ltd, Annual General Meeting, May 16, 2024 Jinlong Machinery & Electronic Co.,Ltd, Annual General Meeting, May 16, 2024, at 14:30 China Standard Time. Location: The Company's Meeting Room, Dongguan, Guangdong China Agenda: To approve 2023 work report of the board of directors; to approve 2023 work report of the supervisory committee; to approve 2023 annual accounts report; to approve 2023 profit distribution plan; to consider 2024 application for comprehensive financing quota to banks and other institutions by the Company, subsidiaries and sub-subsidiaries; to authorize the board to handle matters regarding the share offering to specific parties via a simplified procedure; to reappoint 2024 audit firm; and to consider and approve other matters of business. Reported Earnings • Apr 27
Full year 2023 earnings released: CN¥0.47 loss per share (vs CN¥0.065 profit in FY 2022) Full year 2023 results: CN¥0.47 loss per share (down from CN¥0.065 profit in FY 2022). Revenue: CN¥2.67b (down 31% from FY 2022). Net loss: CN¥378.7m (down CN¥430.5m from profit in FY 2022). Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings. Announcement • Mar 30
Jinlong Machinery & Electronic Co.,Ltd to Report Q1, 2024 Results on Apr 29, 2024 Jinlong Machinery & Electronic Co.,Ltd announced that they will report Q1, 2024 results on Apr 29, 2024 Valuation Update With 7 Day Price Move • Feb 07
Investor sentiment deteriorates as stock falls 25% After last week's 25% share price decline to CN¥2.96, the stock trades at a trailing P/E ratio of 76x. Average trailing P/E is 24x in the Electrical industry in China. Total loss to shareholders of 41% over the past three years. Announcement • Dec 29
Jinlong Machinery & Electronic Co.,Ltd to Report Fiscal Year 2023 Results on Apr 26, 2024 Jinlong Machinery & Electronic Co.,Ltd announced that they will report fiscal year 2023 results on Apr 26, 2024 Reported Earnings • Nov 01
Third quarter 2023 earnings released: CN¥0.023 loss per share (vs CN¥0.015 profit in 3Q 2022) Third quarter 2023 results: CN¥0.023 loss per share (down from CN¥0.015 profit in 3Q 2022). Revenue: CN¥623.1m (down 45% from 3Q 2022). Net loss: CN¥18.1m (down 249% from profit in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth. Announcement • Sep 30
Jinlong Machinery & Electronic Co.,Ltd to Report Q3, 2023 Results on Oct 28, 2023 Jinlong Machinery & Electronic Co.,Ltd announced that they will report Q3, 2023 results at 3:00 PM, China Standard Time on Oct 28, 2023 Reported Earnings • Aug 30
Second quarter 2023 earnings released: CN¥0.001 loss per share (vs CN¥0.001 profit in 2Q 2022) Second quarter 2023 results: CN¥0.001 loss per share (down from CN¥0.001 profit in 2Q 2022). Revenue: CN¥772.4m (down 20% from 2Q 2022). Net loss: CN¥1.19m (down 229% from profit in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 5% per year and the company’s share price has also increased by 5% per year. New Risk • Jul 28
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 6.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.4% average weekly change). Large one-off items impacting financial results. Reported Earnings • Apr 29
First quarter 2023 earnings released: EPS: CN¥0.03 (vs CN¥0.015 in 1Q 2022) First quarter 2023 results: EPS: CN¥0.03 (up from CN¥0.015 in 1Q 2022). Revenue: CN¥870.7m (up 44% from 1Q 2022). Net income: CN¥24.1m (up 97% from 1Q 2022). Profit margin: 2.8% (up from 2.0% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings. Board Change • Nov 22
High number of new directors There are 6 new directors who have joined the board in the last 3 years. Non-Independent Director Gaosen Chen was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Board Change • Nov 16
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Non-Independent Director Gaosen Chen was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Oct 27
Third quarter 2022 earnings released: EPS: CN¥0.015 (vs CN¥0.03 in 3Q 2021) Third quarter 2022 results: EPS: CN¥0.015 (down from CN¥0.03 in 3Q 2021). Revenue: CN¥1.12b (up 130% from 3Q 2021). Net income: CN¥12.1m (down 49% from 3Q 2021). Profit margin: 1.1% (down from 4.9% in 3Q 2021). Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth. Reported Earnings • Apr 28
Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behind Full year 2021 results: CN¥0.13 loss per share (up from CN¥0.30 loss in FY 2020). Revenue: CN¥1.89b (up 8.4% from FY 2020). Net loss: CN¥101.6m (loss narrowed 58% from FY 2020). Revenue exceeded analyst estimates by 9.9%. Earnings per share (EPS) missed analyst estimates. Over the last 3 years on average, earnings per share has increased by 117% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth. Board Change • Apr 27
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Non-Independent Director Gaosen Chen was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Oct 31
Third quarter 2021 earnings released: EPS CN¥0.03 (vs CN¥0.051 in 3Q 2020) The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥488.3m (down 10% from 3Q 2020). Net income: CN¥23.8m (down 42% from 3Q 2020). Profit margin: 4.9% (down from 7.6% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth. Reported Earnings • Aug 30
Second quarter 2021 earnings released: EPS CN¥0.22 (vs CN¥0.002 loss in 2Q 2020) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥424.3m (up 9.6% from 2Q 2020). Net income: CN¥174.5m (up CN¥176.3m from 2Q 2020). Profit margin: 41% (up from net loss in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 92% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth. Reported Earnings • Apr 25
Full year 2020 earnings released: CN¥0.30 loss per share (vs CN¥0.059 profit in FY 2019) The company reported a poor full year result with weaker earnings and control over costs, although revenues were flat. Full year 2020 results: Revenue: CN¥1.74b (flat on FY 2019). Net loss: CN¥241.4m (down CN¥288.4m from profit in FY 2019). Announcement • Mar 09
Jinlong Machinery & Electronic Co.,Ltd to Report Fiscal Year 2020 Results on Apr 23, 2021 Jinlong Machinery & Electronic Co.,Ltd announced that they will report fiscal year 2020 results on Apr 23, 2021 Valuation Update With 7 Day Price Move • Nov 18
Market bids up stock over the past week After last week's 21% share price gain to CN¥6.80, the stock is trading at a trailing P/E ratio of 55.8x, up from the previous P/E ratio of 46.2x. This compares to an average P/E of 38x in the Electrical industry in China. Total return to shareholders over the past three years is a loss of 51%. Is New 90 Day High Low • Nov 09
New 90-day high: CN¥6.18 The company is up 44% from its price of CN¥4.28 on 11 August 2020. The Chinese market is down 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electrical industry, which is up 10.0% over the same period. Valuation Update With 7 Day Price Move • Nov 06
Market bids up stock over the past week After last week's 20% share price gain to CN¥6.01, the stock is trading at a trailing P/E ratio of 49.3x, up from the previous P/E ratio of 41x. This compares to an average P/E of 41x in the Electrical industry in China. Total return to shareholders over the past three years is a loss of 58%. Announcement • Oct 20
Jinlong Machinery & Electronic Co.,Ltd to Report Q3, 2020 Results on Oct 27, 2020 Jinlong Machinery & Electronic Co.,Ltd announced that they will report Q3, 2020 results on Oct 27, 2020 Announcement • Aug 04
Jinlong Machinery & Electronic Co.,Ltd to Report First Half, 2020 Results on Aug 25, 2020 Jinlong Machinery & Electronic Co.,Ltd announced that they will report first half, 2020 results on Aug 25, 2020 
