New Risk • Apr 12
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 8.3% 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 47% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (8.3% average weekly change). Large one-off items impacting financial results. Reported Earnings • Apr 01
Full year 2025 earnings released: EPS: CN¥0.96 (vs CN¥0.16 in FY 2024) Full year 2025 results: EPS: CN¥0.96 (up from CN¥0.16 in FY 2024). Revenue: CN¥1.84b (up 49% from FY 2024). Net income: CN¥146.3m (up CN¥124.1m from FY 2024). Profit margin: 8.0% (up from 1.8% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings. Annuncio • Jan 12
Zhuhai Bojay Electronics Co.,Ltd. Approves Interim Cash Dividend for 2025 Zhuhai Bojay Electronics Co.,Ltd. at its 1st Extraordinary General Meeting of 2026 on 09 January 2026, approved interim Cash dividend (tax included): CNY 0.94066300 per ten shares for 2025. Annuncio • Jan 06
Zhuhai Bojay Electronics Co.,Ltd. (SZSE:002975) agreed to acquire additional 11.50% stake in Nextas Co., Ltd. from Yang Haisheng for CNY 26.5 million. Zhuhai Bojay Electronics Co.,Ltd. (SZSE:002975) agreed to acquire additional 11.50% stake in Nextas Co., Ltd. from Yang Haisheng for CNY 26.5 million on December 31, 2025. A cash consideration of CNY 26.45 million will be paid by Zhuhai Bojay Electronics Co.,Ltd. As part of consideration, CNY 26.45 million is paid towards common equity of Nextas Co., Ltd. In related transaction, Yang Haisheng will also transfer 3.5% stake to Nextas Co., Ltd.’s ESOP Zhuhai Hengqin Bosheng Investment Consulting Partnership Enterprise (Limited Partnership). As of September 2025, Nextas Co., Ltd. generated total assets of CNY 470.42 million and net assets of CNY 257.03 million. Annuncio • Dec 31
Zhuhai Bojay Electronics Co.,Ltd. to Report Fiscal Year 2025 Results on Apr 29, 2026 Zhuhai Bojay Electronics Co.,Ltd. announced that they will report fiscal year 2025 results on Apr 29, 2026 Annuncio • Nov 19
Zhuhai Bojay Electronics Co.,Ltd. Approves Abolishment of the Supervisory Committee Zhuhai Bojay Electronics Co.,Ltd. at its EGM held on November 17, 2025 approved abolishment of the supervisory committee. Reported Earnings • Oct 30
Third quarter 2025 earnings released: EPS: CN¥0.52 (vs CN¥0.09 loss in 3Q 2024) Third quarter 2025 results: EPS: CN¥0.52 (up from CN¥0.09 loss in 3Q 2024). Revenue: CN¥444.4m (up 77% from 3Q 2024). Net income: CN¥85.5m (up CN¥102.1m from 3Q 2024). Profit margin: 19% (up from net loss in 3Q 2024). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings. Annuncio • Sep 30
Zhuhai Bojay Electronics Co.,Ltd. to Report Q3, 2025 Results on Oct 25, 2025 Zhuhai Bojay Electronics Co.,Ltd. announced that they will report Q3, 2025 results on Oct 25, 2025 New Risk • Sep 18
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 8.9% 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 Share price has been highly volatile over the past 3 months (8.9% average weekly change). Earnings have declined by 50% per year over the past 5 years. Minor Risk Shareholders have been diluted in the past year (15% increase in shares outstanding). New Risk • Aug 13
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 6.7% 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 44% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (6.7% average weekly change). Shareholders have been diluted in the past year (15% increase in shares outstanding). Annuncio • Jul 02
Zhuhai Bojay Electronics Co.,Ltd. to Report First Half, 2025 Results on Aug 30, 2025 Zhuhai Bojay Electronics Co.,Ltd. announced that they will report first half, 2025 results on Aug 30, 2025 New Risk • May 07
New minor risk - Shareholder dilution The company's shareholders have been diluted in the past year. Increase in shares outstanding: 15% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 37% per year over the past 5 years. High level of non-cash earnings (27% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (9.3% average weekly change). Shareholders have been diluted in the past year (15% increase in shares outstanding). Reported Earnings • Apr 28
First quarter 2025 earnings released: CN¥0.14 loss per share (vs CN¥0.08 profit in 1Q 2024) First quarter 2025 results: CN¥0.14 loss per share (down from CN¥0.08 profit in 1Q 2024). Revenue: CN¥205.8m (down 25% from 1Q 2024). Net loss: CN¥20.7m (down 294% from profit in 1Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 93 percentage points per year, which is a significant difference in performance. Annuncio • Apr 26
Zhuhai Bojay Electronics Co.,Ltd., Annual General Meeting, May 20, 2025 Zhuhai Bojay Electronics Co.,Ltd., Annual General Meeting, May 20, 2025, at 14:50 China Standard Time. Location: 12F, No. 66, Kewang Road, Xiangzhou District, Zhuhai, Guangdong China Annuncio • Apr 23
Zhuhai Bojay Electronics Co.,Ltd. (SZSE:002975) announces an Equity Buyback for CNY 50 million worth of its shares. Zhuhai Bojay Electronics Co.,Ltd. (SZSE:002975) announces a share repurchase program. Under the program, the company will repurchase up to CNY 50 million worth of its shares. The shares will be repurchased at a price not more than CNY 53.35 per share. The repurchases will be funded from company's own funds or self-raised fund. The repurchased shares will be used to Implement the company's equity incentive plan or employee stock ownership plan. The authorization will be valid for a period of 12 months. Annuncio • Mar 31
Zhuhai Bojay Electronics Co.,Ltd. to Report Q1, 2025 Results on Apr 26, 2025 Zhuhai Bojay Electronics Co.,Ltd. announced that they will report Q1, 2025 results on Apr 26, 2025 New Risk • Feb 02
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 8.7% 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 32% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (8.7% average weekly change). New Risk • Jan 08
New minor risk - Shareholder dilution The company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.0% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 32% per year over the past 5 years. Minor Risk Shareholders have been diluted in the past year (3.0% increase in shares outstanding). Annuncio • Dec 31
Zhuhai Bojay Electronics Co.,Ltd. to Report Fiscal Year 2024 Results on Apr 26, 2025 Zhuhai Bojay Electronics Co.,Ltd. announced that they will report fiscal year 2024 results on Apr 26, 2025 Reported Earnings • Oct 31
Third quarter 2024 earnings released: CN¥0.09 loss per share (vs CN¥0.12 loss in 3Q 2023) Third quarter 2024 results: CN¥0.09 loss per share. Revenue: CN¥251.2m (up 16% from 3Q 2023). Net loss: CN¥16.6m (loss widened 18% from 3Q 2023). Annuncio • Sep 30
Zhuhai Bojay Electronics Co.,Ltd. to Report Q3, 2024 Results on Oct 31, 2024 Zhuhai Bojay Electronics Co.,Ltd. announced that they will report Q3, 2024 results on Oct 31, 2024 Reported Earnings • Aug 31
Second quarter 2024 earnings released: EPS: CN¥0.051 (vs CN¥0.12 in 2Q 2023) Second quarter 2024 results: EPS: CN¥0.051 (down from CN¥0.12 in 2Q 2023). Revenue: CN¥297.2m (up 15% from 2Q 2023). Net income: CN¥7.47m (down 61% from 2Q 2023). Profit margin: 2.5% (down from 7.4% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 55 percentage points per year, which is a significant difference in performance. Board Change • Jul 01
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Non-Independent Director Jun Cheng was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Annuncio • Jun 29
Zhuhai Bojay Electronics Co.,Ltd. to Report First Half, 2024 Results on Aug 31, 2024 Zhuhai Bojay Electronics Co.,Ltd. announced that they will report first half, 2024 results on Aug 31, 2024 Annuncio • Jun 20
Zhuhai Bojay Electronics Co.,Ltd. Approves Directorate Appointments Zhuhai Bojay Electronics Co.,Ltd. at its 3rd Extraordinary General Meeting of 2024 on 18 June 2024, approved: Election of Li Bing and Tan Lifeng as independent directors and Election of Liu Jialong as shareholder supervisor. Annuncio • Apr 30
Zhuhai Bojay Electronics Co.,Ltd., Annual General Meeting, May 23, 2024 Zhuhai Bojay Electronics Co.,Ltd., Annual General Meeting, May 23, 2024, at 14:50 China Standard Time. Location: 12F, No. 66, Kewang Road, Xiangzhou District, Zhuhai, Guangdong China Reported Earnings • Apr 29
Full year 2023 earnings released: CN¥0.41 loss per share (vs CN¥1.46 profit in FY 2022) Full year 2023 results: CN¥0.41 loss per share (down from CN¥1.46 profit in FY 2022). Revenue: CN¥905.4m (down 26% from FY 2022). Net loss: CN¥57.2m (down 128% from profit in FY 2022). Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 27% per year, which means it has not declined as severely as earnings. Annuncio • Mar 30
Zhuhai Bojay Electronics Co.,Ltd. to Report Q1, 2024 Results on Apr 29, 2024 Zhuhai Bojay Electronics Co.,Ltd. announced that they will report Q1, 2024 results on Apr 29, 2024 Annuncio • Dec 29
Zhuhai Bojay Electronics Co.,Ltd. to Report Fiscal Year 2023 Results on Apr 29, 2024 Zhuhai Bojay Electronics Co.,Ltd. announced that they will report fiscal year 2023 results on Apr 29, 2024 Reported Earnings • Nov 02
Third quarter 2023 earnings released: CN¥0.12 loss per share (vs CN¥0.57 profit in 3Q 2022) Third quarter 2023 results: CN¥0.12 loss per share (down from CN¥0.57 profit in 3Q 2022). Revenue: CN¥217.2m (down 37% from 3Q 2022). Net loss: CN¥14.1m (down 118% from profit in 3Q 2022). Revenue is forecast to grow 32% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 35% per year, which means it has not declined as severely as earnings. Annuncio • Sep 30
Zhuhai Bojay Electronics Co.,Ltd. to Report Q3, 2023 Results on Oct 28, 2023 Zhuhai Bojay Electronics Co.,Ltd. announced that they will report Q3, 2023 results on Oct 28, 2023 Reported Earnings • Aug 31
Second quarter 2023 earnings released: EPS: CN¥0.12 (vs CN¥0.27 in 2Q 2022) Second quarter 2023 results: EPS: CN¥0.12 (down from CN¥0.27 in 2Q 2022). Revenue: CN¥257.8m (down 1.9% from 2Q 2022). Net income: CN¥19.2m (down 48% from 2Q 2022). Profit margin: 7.4% (down from 14% in 2Q 2022). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 23% per year whereas the company’s share price has fallen by 24% per year. Valuation Update With 7 Day Price Move • May 22
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to CN¥37.60, the stock trades at a trailing P/E ratio of 29.7x. Average trailing P/E is 43x in the Electronic industry in China. Total loss to shareholders of 33% over the past three years. Valuation Update With 7 Day Price Move • Apr 26
Investor sentiment deteriorates as stock falls 18% After last week's 18% share price decline to CN¥40.60, the stock trades at a trailing P/E ratio of 32.1x. Average trailing P/E is 37x in the Electronic industry in China. Total loss to shareholders of 26% over the past three years. Reported Earnings • Oct 29
Third quarter 2022 earnings released: EPS: CN¥0.57 (vs CN¥0.92 in 3Q 2021) Third quarter 2022 results: EPS: CN¥0.57 (down from CN¥0.92 in 3Q 2021). Revenue: CN¥341.9m (down 6.5% from 3Q 2021). Net income: CN¥79.7m (down 38% from 3Q 2021). Profit margin: 23% (down from 35% in 3Q 2021). The decrease in margin was primarily driven by higher expenses. Valuation Update With 7 Day Price Move • Aug 25
Investor sentiment deteriorated over the past week After last week's 19% share price decline to CN¥38.34, the stock trades at a trailing P/E ratio of 25.6x. Average trailing P/E is 37x in the Electronic industry in China. Total loss to shareholders of 44% over the past year. Valuation Update With 7 Day Price Move • Aug 02
Investor sentiment improved over the past week After last week's 21% share price gain to CN¥45.10, the stock trades at a trailing P/E ratio of 30.2x. Average trailing P/E is 38x in the Electronic industry in China. Total loss to shareholders of 35% over the past year. Buying Opportunity • Jun 09
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 25%. The fair value is estimated to be CN¥43.02, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 16%. Revenue is forecast to grow by 49% in a year. Earnings is forecast to grow by 111% in the next year. Annuncio • May 24
Zhuhai Bojay Electronics Co.,Ltd. Approves Cash Dividend for 2021 Zhuhai Bojay Electronics Co.,Ltd. at its AGM held on May 20, 2022, approved cash dividend of CNY 3.50000000 per 10 shares (tax included) for 2021. Buying Opportunity • May 24
Now 22% undervalued after recent price drop Over the last 90 days, the stock is down 40%. The fair value is estimated to be CN¥43.00, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 16%. Revenue is forecast to grow by 49% in a year. Earnings is forecast to grow by 111% in the next year. Annuncio • Apr 27
Zhuhai Bojay Electronics Co.,Ltd. Announces Profit Distribution Proposal for 2021 Zhuhai Bojay Electronics Co.,Ltd. announced on 26 April 2022 the profit distribution proposal for 2021 as follows: Cash dividend/10 shares (tax included) of CNY 3.50000000. Valuation Update With 7 Day Price Move • Mar 09
Investor sentiment deteriorated over the past week After last week's 16% share price decline to CN¥46.09, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 24x in the Electronic industry in China. Total loss to shareholders of 49% over the past year. Valuation Update With 7 Day Price Move • Jul 16
Investor sentiment deteriorated over the past week After last week's 15% share price decline to CN¥70.86, the stock trades at a trailing P/E ratio of 26.1x. Average trailing P/E is 38x in the Electronic industry in China. Total loss to shareholders of 22% over the past year. Annuncio • May 18
Zhuhai Bojay Electronics Co.,Ltd. Announces 2020 Final Profit Distribution Plan to Be Implemented (A Shares), Payable on 24 May 2021 Zhuhai Bojay Electronics Co.,Ltd. announced 2020 final profit distribution plan to be implemented (A shares) of CNY 7.33018600 per 10 shares (tax included), with Record date: 21 May 2021; Ex-date: 24 May 2021; and Payment date: 24 May 2021. Is New 90 Day High Low • Mar 15
New 90-day low: CN¥89.40 The company is down 21% from a price of CN¥114 on 15 December 2020. Underperformed the Chinese market, which is flat over the last 90 days. Lagged the Electronic industry, which is down 6.0% over the same period. Valuation Update With 7 Day Price Move • Jan 20
Investor sentiment deteriorated over the past week After last week's 15% share price decline to CN¥108, the stock is trading at a trailing P/E ratio of 42.9x, down from the previous P/E ratio of 50.8x. This compares to an average P/E of 42x in the Electronic industry in China. Is New 90 Day High Low • Jan 13
New 90-day high: CN¥128 The company is up 19% from its price of CN¥108 on 15 October 2020. The Chinese market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 6.0% over the same period. Is New 90 Day High Low • Nov 19
New 90-day high: CN¥123 The company is up 39% from its price of CN¥88.00 on 21 August 2020. The Chinese market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is flat over the same period. Valuation Update With 7 Day Price Move • Oct 14
Market bids up stock over the past week After last week's 24% share price gain to CN¥97.77, the stock is trading at a trailing P/E ratio of 73.3x, up from the previous P/E ratio of 59.1x. This compares to an average P/E of 50x in the Electronic industry in China. Is New 90 Day High Low • Oct 14
New 90-day high: CN¥97.77 The company is up 9.0% from its price of CN¥89.30 on 16 July 2020. The Chinese market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥33.14 per share. Annuncio • Sep 29
Zhuhai Bojay Electronics Co.,Ltd. (SZSE:002975) entered into an letter of intent to acquire 12.89% stake in Zhuhai DT Wafer-Tech Co.,LTD from Zhuhai High-tech Venture Capital Co., Ltd., Liu Peng, Zhao Yu and Duan Manlong for CNY 32.12 million. Zhuhai Bojay Electronics Co.,Ltd. (SZSE:002975) entered into an letter of intent to acquire 12.9% stake in Zhuhai DT Wafer-Tech Co.,LTD from Zhuhai High-tech Venture Capital Co., Ltd., Liu Peng, Zhao Yu and Duan Manlong for CNY 32.12 million on August 25, 2020. Under the terms, Liu Peng will sell 3.54% stake for CNY 8.84 million, Zhao Yu will sell 5.45% stake for CNY 13.63 million and Duan Manlong will sell 1.32% stake for CNY 3.31 million. As of December 31, 2019, Zhuhai DT Wafer-Tech recorded total assets of CNY 62.68 million and Net assets of CNY 44.32 million. In 2019, Zhuhai DT Wafer-Tech generated operating revenue of CNY 3.34 million and net loss of CNY 3.58 million. The transactions is subjected to approval from shareholders of Zhuhai Bojay Electronics. As of August 25, 2020, Zhuhai Bojay Electronics board approved the deal. As of September 11, 2020, shareholders of Zhuhai Bojay Electronics approved the transaction. Annuncio • Aug 11
Zhuhai Bojay Electronics Co.,Ltd. to Report First Half, 2020 Results on Aug 27, 2020 Zhuhai Bojay Electronics Co.,Ltd. announced that they will report first half, 2020 results on Aug 27, 2020 
