View ValuationGEM 将来の成長Future 基準チェック /46GEM利益と収益がそれぞれ年間24.2%と20.4%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に12% 24.3%なると予測されています。主要情報24.2%収益成長率24.34%EPS成長率Electrical 収益成長26.6%収益成長率20.4%将来の株主資本利益率12.00%アナリストカバレッジLow最終更新日04 May 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • Apr 22GEM Co., Ltd., Annual General Meeting, May 20, 2026GEM Co., Ltd., Annual General Meeting, May 20, 2026, at 10:00 China Standard Time. Location: The Company's Meeting Room, Shanghai Chinaお知らせ • Mar 31GEM Co., Ltd. to Report Q1, 2026 Results on Apr 30, 2026GEM Co., Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026お知らせ • Dec 31GEM Co., Ltd. to Report Fiscal Year 2025 Results on Apr 29, 2026GEM Co., Ltd. announced that they will report fiscal year 2025 results on Apr 29, 2026お知らせ • Sep 30GEM Co., Ltd. to Report Q3, 2025 Results on Oct 31, 2025GEM Co., Ltd. announced that they will report Q3, 2025 results on Oct 31, 2025お知らせ • Jul 02GEM Co., Ltd. to Report First Half, 2025 Results on Aug 29, 2025GEM Co., Ltd. announced that they will report first half, 2025 results on Aug 29, 2025お知らせ • Apr 26GEM Co., Ltd., Annual General Meeting, May 19, 2025GEM Co., Ltd., Annual General Meeting, May 19, 2025, at 10:00 China Standard Time. Location: The Company's Meeting Room, Wuxi, Jiangsu Chinaお知らせ • Mar 31GEM Co., Ltd. to Report Q1, 2025 Results on Apr 30, 2025GEM Co., Ltd. announced that they will report Q1, 2025 results on Apr 30, 2025お知らせ • Jan 23GEM Co., Ltd. (SZSE:002340) announces an Equity Buyback for CNY 200 million worth of its shares.GEM Co., Ltd. (SZSE:002340) announces a share repurchase program. Under the program, the company will repurchase up to CNY 200 million. The shares will be repurchased at no more than CNY 9.93 per share. The shares repurchased will be canceled to reduce registered capital. The purpose of the program is to implement equity incentives or employee stock ownership plans. The program will be funded using own funds and special loan funds. The program is subject to approval from shareholders. The program will be valid for 12 months from the shareholders' approval.お知らせ • Dec 31GEM Co., Ltd. to Report Fiscal Year 2024 Results on Apr 26, 2025GEM Co., Ltd. announced that they will report fiscal year 2024 results on Apr 26, 2025Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: CN¥0.04 (vs CN¥0.029 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.04 (up from CN¥0.029 in 3Q 2023). Revenue: CN¥7.53b (up 3.4% from 3Q 2023). Net income: CN¥202.4m (up 51% from 3Q 2023). Profit margin: 2.7% (up from 1.8% in 3Q 2023). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Metals and Mining industry in China. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.お知らせ • Sep 30GEM Co., Ltd. to Report Q3, 2024 Results on Oct 30, 2024GEM Co., Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024Valuation Update With 7 Day Price Move • Sep 28Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥6.54, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 14x in the Metals and Mining industry in China. Total loss to shareholders of 40% over the past three years.Reported Earnings • Aug 30Second quarter 2024 earnings released: EPS: CN¥0.05 (vs CN¥0.053 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.05. Revenue: CN¥8.98b (up 32% from 2Q 2023). Net income: CN¥245.4m (up 1.9% from 2Q 2023). Profit margin: 2.7% (down from 3.5% in 2Q 2023). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Metals and Mining industry in China.Declared Dividend • Jun 29Dividend increased to CN¥0.08Dividend of CN¥0.08 is 60% higher than last year. Ex-date: 4th July 2024 Payment date: 4th July 2024 Dividend yield will be 1.3%, which is lower than the industry average of 2.8%. Sustainability & Growth Dividend is covered by earnings (33% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 17% per year over the past 9 years. However, payments have been volatile during that time. EPS is expected to grow by 98% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 29GEM Co., Ltd. to Report First Half, 2024 Results on Aug 30, 2024GEM Co., Ltd. announced that they will report first half, 2024 results on Aug 30, 2024お知らせ • Jun 28GEM Co., Ltd. Announces Final Cash Dividend (Tax Included) on A Shares for the Year 2023, Payable on July 4, 2024GEM Co., Ltd. announced final cash dividend (tax included) on A shares of CNY 0.80000000 per 10 shares for the year 2023. Record date: 03 July 2024. Ex-date: 04 July 2024. Payment date: 04 July 2024.お知らせ • May 25Gem Co., Ltd. Approves Cash Dividend for the Year 2023GEM Co., Ltd. at its AGM held on May 22, 2024, approved cash dividend/10 shares (tax included): CNY0.80000000 for the year 2023.お知らせ • Apr 29GEM Co., Ltd., Annual General Meeting, May 22, 2024GEM Co., Ltd., Annual General Meeting, May 22, 2024, at 10:00 China Standard Time. Location: The Company's Meeting Room, Jingmen, Hubei ChinaReported Earnings • Apr 28First quarter 2024 earnings released: EPS: CN¥0.09 (vs CN¥0.03 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.09 (up from CN¥0.03 in 1Q 2023). Revenue: CN¥8.35b (up 36% from 1Q 2023). Net income: CN¥456.1m (up 165% from 1Q 2023). Profit margin: 5.5% (up from 2.8% in 1Q 2023). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Metals and Mining industry in China. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Apr 26Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 26% to CN¥6.23. The fair value is estimated to be CN¥5.06, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 31% over the last 3 years. Earnings per share has grown by 22%. Revenue is forecast to grow by 36% in 2 years. Earnings are forecast to grow by 115% in the next 2 years.Valuation Update With 7 Day Price Move • Apr 03Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥6.75, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 15x in the Metals and Mining industry in China. Total loss to shareholders of 24% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥10.73 per share.お知らせ • Mar 30GEM Co., Ltd. to Report Q1, 2024 Results on Apr 30, 2024GEM Co., Ltd. announced that they will report Q1, 2024 results on Apr 30, 2024Valuation Update With 7 Day Price Move • Mar 15Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥6.11, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 13x in the Metals and Mining industry in China. Total loss to shareholders of 26% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥10.47 per share.Valuation Update With 7 Day Price Move • Feb 09Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥5.15, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 11x in the Metals and Mining industry in China. Total loss to shareholders of 31% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥9.93 per share.お知らせ • Dec 30GEM Co., Ltd. to Report Fiscal Year 2023 Results on Apr 27, 2024GEM Co., Ltd. announced that they will report fiscal year 2023 results on Apr 27, 2024Reported Earnings • Nov 02Third quarter 2023 earnings released: EPS: CN¥0.029 (vs CN¥0.07 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.029 (down from CN¥0.07 in 3Q 2022). Revenue: CN¥7.29b (down 2.2% from 3Q 2022). Net income: CN¥134.3m (down 59% from 3Q 2022). Profit margin: 1.8% (down from 4.4% in 3Q 2022). Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Metals and Mining industry in China. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 30Second quarter 2023 earnings released: EPS: CN¥0.053 (vs CN¥0.07 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.053 (down from CN¥0.07 in 2Q 2022). Revenue: CN¥6.81b (down 2.1% from 2Q 2022). Net income: CN¥240.9m (down 31% from 2Q 2022). Profit margin: 3.5% (down from 5.0% in 2Q 2022). Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Metals and Mining industry in China. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 08Gem Co., Ltd. Implements Final Cash Dividend for A Shares for the Year 2022, Payable on July 14, 2023GEM Co., Ltd. implemented a final cash dividend per ten A shares (tax included) of CNY 0.50000000 for the year 2022. Record date is 13 July 2023; Ex-date is 14 July 2023; Payment date is 14 July 2023.お知らせ • Jun 09GEM Co., Ltd. (SZSE:002340) announces an Equity Buyback for CNY 150 million worth of its shares.GEM Co., Ltd. (SZSE:002340) announces a share repurchase program. Under the program, the company will repurchase up to CNY 150 million worth of its shares for CNY 10.29 per share. The purpose of the program is to give ESOP and equity incentives. The program is valid for 12 months.お知らせ • May 28GEM Co., Ltd. Approves Final Cash Dividend for the Year 2022GEM Co., Ltd. at the AGM, the shareholders approved a final cash dividend per ten shares (tax included) of CNY 0.50000000 for the year 2022.お知らせ • May 06+ 1 more updateGEM Co., Ltd., Annual General Meeting, May 24, 2023GEM Co., Ltd., Annual General Meeting, May 24, 2023, at 10:00 China Standard Time. Agenda: To consider and approve 2022 work report of the board of directors; 2022 work report of the supervisory committee; 2022 annual report and its summary; 2022 annual accounts; 2022 profit distribution plan; Special report on the deposit and use of raised funds in 2022; and to discuss other matters.Reported Earnings • Apr 30First quarter 2023 earnings released: EPS: CN¥0.03 (vs CN¥0.07 in 1Q 2022)First quarter 2023 results: EPS: CN¥0.03 (down from CN¥0.07 in 1Q 2022). Revenue: CN¥6.13b (down 12% from 1Q 2022). Net income: CN¥172.4m (down 48% from 1Q 2022). Profit margin: 2.8% (down from 4.8% in 1Q 2022). Revenue is forecast to grow 22% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Metals and Mining industry in China. Over the last 3 years on average, earnings per share has increased by 27% 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 • Nov 16High number of new and inexperienced directorsThere are 6 new directors who have joined the board in the last 3 years. The company's board is composed of: 6 new directors. 6 experienced directors. No highly experienced directors. Non-Independent Director Wei Wei is the most experienced director on the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Reported Earnings • Oct 31Third quarter 2022 earnings released: EPS: CN¥0.07 (vs CN¥0.039 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.07 (up from CN¥0.039 in 3Q 2021). Revenue: CN¥7.45b (up 52% from 3Q 2021). Net income: CN¥324.7m (up 81% from 3Q 2021). Profit margin: 4.4% (up from 3.7% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Metals and Mining industry in China. 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 19% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Aug 26Second quarter 2022 earnings released: EPS: CN¥0.07 (vs CN¥0.051 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.07 (up from CN¥0.051 in 2Q 2021). Revenue: CN¥6.96b (up 63% from 2Q 2021). Net income: CN¥349.5m (up 34% from 2Q 2021). Profit margin: 5.0% (down from 6.1% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 30%, compared to a 31% growth forecast for the Metals and Mining industry in China. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Apr 29First quarter 2022 earnings released: EPS: CN¥0.07 (vs CN¥0.06 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.07 (up from CN¥0.06 in 1Q 2021). Revenue: CN¥6.97b (up 87% from 1Q 2021). Net income: CN¥331.7m (up 20% from 1Q 2021). Profit margin: 4.8% (down from 7.4% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 32%, compared to a 27% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.Board Change • Apr 27High number of new and inexperienced directorsThere are 6 new directors who have joined the board in the last 3 years. The company's board is composed of: 6 new directors. 6 experienced directors. No highly experienced directors. Non-Independent Director Wei Wei is the most experienced director on the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Reported Earnings • Nov 01Third quarter 2021 earnings released: EPS CN¥0.039 (vs CN¥0.02 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: CN¥4.89b (up 61% from 3Q 2020). Net income: CN¥179.1m (up 61% from 3Q 2020). Profit margin: 3.7% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 36% per year, which means it is well ahead of earnings.Board Change • Nov 01Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. 1 highly experienced director. 3 independent directors (4 non-independent directors). Independent Director Ying Li was the last independent director to join the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Aug 27Second quarter 2021 earnings released: EPS CN¥0.051 (vs CN¥0.021 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥4.27b (up 29% from 2Q 2020). Net income: CN¥261.5m (up 152% from 2Q 2020). Profit margin: 6.1% (up from 3.1% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 30% per year, which means it is well ahead of earnings.Reported Earnings • Apr 17First quarter 2021 earnings released: EPS CN¥0.06 (vs CN¥0.03 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥3.73b (up 63% from 1Q 2020). Net income: CN¥275.9m (up 150% from 1Q 2020). Profit margin: 7.4% (up from 4.8% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.Analyst Estimate Surprise Post Earnings • Mar 04Revenue misses expectationsRevenue missed analyst estimates by 5.8%. Over the next year, revenue is forecast to grow 40%, compared to a 16% growth forecast for the Metals and Mining industry in China.Reported Earnings • Mar 04Full year 2020 earnings released: EPS CN¥0.09 (vs CN¥0.18 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥12.5b (down 13% from FY 2019). Net income: CN¥402.8m (down 45% from FY 2019). Profit margin: 3.2% (down from 5.1% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Jan 04Investor sentiment improved over the past weekAfter last week's 22% share price gain to CN¥7.69, the stock is trading at a trailing P/E ratio of 76.6x, up from the previous P/E ratio of 62.9x. This compares to an average P/E of 31x in the Metals and Mining industry in China. Total returns to shareholders over the past three years are 7.3%.Valuation Update With 7 Day Price Move • Dec 25Investor sentiment improved over the past weekAfter last week's 19% share price gain to CN¥6.70, the stock is trading at a trailing P/E ratio of 66.7x, up from the previous P/E ratio of 56.1x. This compares to an average P/E of 31x in the Metals and Mining industry in China. Total return to shareholders over the past three years is a loss of 5.2%.Valuation Update With 7 Day Price Move • Dec 23Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥6.45, the stock is trading at a trailing P/E ratio of 64.3x, up from the previous P/E ratio of 55.8x. This compares to an average P/E of 32x in the Metals and Mining industry in China. Total return to shareholders over the past three years is a loss of 9.6%.Valuation Update With 7 Day Price Move • Dec 21Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥6.19, the stock is trading at a trailing P/E ratio of 61.7x, up from the previous P/E ratio of 53.4x. This compares to an average P/E of 32x in the Metals and Mining industry in China. Total return to shareholders over the past three years is a loss of 9.5%.Is New 90 Day High Low • Dec 16New 90-day high: CN¥5.40The company is up 2.0% from its price of CN¥5.28 on 18 September 2020. The Chinese market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥0.29 per share.Is New 90 Day High Low • Nov 03New 90-day low: CN¥4.46The company is down 20% from its price of CN¥5.55 on 05 August 2020. The Chinese market is down 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is down 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥0.29 per share.Reported Earnings • Nov 03Third quarter 2020 earnings released: EPS CN¥0.021The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: CN¥3.03b (down 17% from 3Q 2019). Net income: CN¥111.6m (down 41% from 3Q 2019). Profit margin: 3.7% (down from 5.2% in 3Q 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 16% per year, which means it is performing significantly worse than earnings.Analyst Estimate Surprise Post Earnings • Nov 03Revenue misses expectationsRevenue missed analyst estimates by 23%. Over the next year, revenue is forecast to grow 28%, compared to a 16% growth forecast for the Metals and Mining industry in China.Is New 90 Day High Low • Sep 28New 90-day low: CN¥4.72The company is down 5.0% from its price of CN¥4.97 on 30 June 2020. The Chinese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥0.33 per share.お知らせ • Aug 11GEM Co., Ltd. to Report First Half, 2020 Results on Aug 27, 2020GEM Co., Ltd. announced that they will report first half, 2020 results on Aug 27, 2020業績と収益の成長予測XSEC:002340 - アナリストの将来予測と過去の財務データ ( )CNY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202871,7233,026N/A10,495212/31/202757,3602,6353,0904,292512/31/202657,1381,9091,78111,48923/31/202637,6091,591-2,8223,401N/A12/31/202537,1241,580-5,3923,783N/A9/30/202535,8251,225-9,4043,254N/A6/30/202533,4221,118-9,4133,183N/A3/31/202534,3421,076-10,1293,333N/A12/31/202433,2001,020-8,8833,055N/A9/30/202435,1731,291-6,7923,680N/A6/30/202434,9271,223-6,3252,860N/A3/31/202432,7541,218-3,9622,879N/A12/31/202330,529934-3,2312,164N/A9/30/202328,246838-3,1851,645N/A6/30/202328,4071,028-2,2052,117N/A3/31/202328,5541,137-2,6101,778N/A1/1/202329,3921,296-4,150-17N/A9/30/202227,7841,213-4,245-504N/A6/30/202225,2251,067-4,597-803N/A3/31/202222,538979-4,762-1,442N/A1/1/202219,301923-2,428742N/A9/30/202116,714803-1,922857N/A6/30/202114,853736-1,323869N/A3/31/202113,904578-1,177797N/A12/31/202012,466413-572854N/A9/30/202013,165457-1,067396N/A6/30/202013,764536-752641N/A3/31/202013,504670-431,109N/A12/31/201914,354735N/A737N/A9/30/201913,481816N/A916N/A6/30/201913,056733N/A680N/A3/31/201913,973735N/A594N/A1/1/201913,878730N/A985N/A9/30/201813,716741N/A559N/A6/30/201813,492749N/A553N/A3/31/201812,107680N/A256N/A12/31/201710,752610N/A233N/A9/30/20179,925453N/A1,209N/A6/30/20178,837364N/A802N/A3/31/20178,297299N/A403N/A12/31/20167,836264N/A116N/A9/30/20167,078164N/A-461N/A6/30/20166,148194N/A-325N/A3/31/20165,544176N/A-119N/A12/31/20155,117154N/A-299N/A9/30/20154,234244N/A-208N/A6/30/20154,293243N/A-119N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 002340の予測収益成長率 (年間24.2% ) は 貯蓄率 ( 2.4% ) を上回っています。収益対市場: 002340の収益 ( 24.2% ) CN市場 ( 27.2% ) よりも低い成長が予測されています。高成長収益: 002340の収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: 002340の収益 ( 20.4% ) CN市場 ( 16.2% ) よりも速いペースで成長すると予測されています。高い収益成長: 002340の収益 ( 20.4% ) 20%よりも速いペースで成長すると予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 002340の 自己資本利益率 は、3年後には低くなると予測されています ( 12 %)。成長企業の発掘7D1Y7D1Y7D1YCapital-goods 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/24 08:51終値2026/05/22 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋GEM Co., Ltd. 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。25 アナリスト機関Yingdong WangChina International Capital Corporation LimitedHan YuChina International Capital Corporation LimitedYou You LiuChina Stock Investment Research Co. Ltd. (GZ500..com)22 その他のアナリストを表示
お知らせ • Apr 22GEM Co., Ltd., Annual General Meeting, May 20, 2026GEM Co., Ltd., Annual General Meeting, May 20, 2026, at 10:00 China Standard Time. Location: The Company's Meeting Room, Shanghai China
お知らせ • Mar 31GEM Co., Ltd. to Report Q1, 2026 Results on Apr 30, 2026GEM Co., Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026
お知らせ • Dec 31GEM Co., Ltd. to Report Fiscal Year 2025 Results on Apr 29, 2026GEM Co., Ltd. announced that they will report fiscal year 2025 results on Apr 29, 2026
お知らせ • Sep 30GEM Co., Ltd. to Report Q3, 2025 Results on Oct 31, 2025GEM Co., Ltd. announced that they will report Q3, 2025 results on Oct 31, 2025
お知らせ • Jul 02GEM Co., Ltd. to Report First Half, 2025 Results on Aug 29, 2025GEM Co., Ltd. announced that they will report first half, 2025 results on Aug 29, 2025
お知らせ • Apr 26GEM Co., Ltd., Annual General Meeting, May 19, 2025GEM Co., Ltd., Annual General Meeting, May 19, 2025, at 10:00 China Standard Time. Location: The Company's Meeting Room, Wuxi, Jiangsu China
お知らせ • Mar 31GEM Co., Ltd. to Report Q1, 2025 Results on Apr 30, 2025GEM Co., Ltd. announced that they will report Q1, 2025 results on Apr 30, 2025
お知らせ • Jan 23GEM Co., Ltd. (SZSE:002340) announces an Equity Buyback for CNY 200 million worth of its shares.GEM Co., Ltd. (SZSE:002340) announces a share repurchase program. Under the program, the company will repurchase up to CNY 200 million. The shares will be repurchased at no more than CNY 9.93 per share. The shares repurchased will be canceled to reduce registered capital. The purpose of the program is to implement equity incentives or employee stock ownership plans. The program will be funded using own funds and special loan funds. The program is subject to approval from shareholders. The program will be valid for 12 months from the shareholders' approval.
お知らせ • Dec 31GEM Co., Ltd. to Report Fiscal Year 2024 Results on Apr 26, 2025GEM Co., Ltd. announced that they will report fiscal year 2024 results on Apr 26, 2025
Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: CN¥0.04 (vs CN¥0.029 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.04 (up from CN¥0.029 in 3Q 2023). Revenue: CN¥7.53b (up 3.4% from 3Q 2023). Net income: CN¥202.4m (up 51% from 3Q 2023). Profit margin: 2.7% (up from 1.8% in 3Q 2023). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Metals and Mining industry in China. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
お知らせ • Sep 30GEM Co., Ltd. to Report Q3, 2024 Results on Oct 30, 2024GEM Co., Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024
Valuation Update With 7 Day Price Move • Sep 28Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥6.54, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 14x in the Metals and Mining industry in China. Total loss to shareholders of 40% over the past three years.
Reported Earnings • Aug 30Second quarter 2024 earnings released: EPS: CN¥0.05 (vs CN¥0.053 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.05. Revenue: CN¥8.98b (up 32% from 2Q 2023). Net income: CN¥245.4m (up 1.9% from 2Q 2023). Profit margin: 2.7% (down from 3.5% in 2Q 2023). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Metals and Mining industry in China.
Declared Dividend • Jun 29Dividend increased to CN¥0.08Dividend of CN¥0.08 is 60% higher than last year. Ex-date: 4th July 2024 Payment date: 4th July 2024 Dividend yield will be 1.3%, which is lower than the industry average of 2.8%. Sustainability & Growth Dividend is covered by earnings (33% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 17% per year over the past 9 years. However, payments have been volatile during that time. EPS is expected to grow by 98% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 29GEM Co., Ltd. to Report First Half, 2024 Results on Aug 30, 2024GEM Co., Ltd. announced that they will report first half, 2024 results on Aug 30, 2024
お知らせ • Jun 28GEM Co., Ltd. Announces Final Cash Dividend (Tax Included) on A Shares for the Year 2023, Payable on July 4, 2024GEM Co., Ltd. announced final cash dividend (tax included) on A shares of CNY 0.80000000 per 10 shares for the year 2023. Record date: 03 July 2024. Ex-date: 04 July 2024. Payment date: 04 July 2024.
お知らせ • May 25Gem Co., Ltd. Approves Cash Dividend for the Year 2023GEM Co., Ltd. at its AGM held on May 22, 2024, approved cash dividend/10 shares (tax included): CNY0.80000000 for the year 2023.
お知らせ • Apr 29GEM Co., Ltd., Annual General Meeting, May 22, 2024GEM Co., Ltd., Annual General Meeting, May 22, 2024, at 10:00 China Standard Time. Location: The Company's Meeting Room, Jingmen, Hubei China
Reported Earnings • Apr 28First quarter 2024 earnings released: EPS: CN¥0.09 (vs CN¥0.03 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.09 (up from CN¥0.03 in 1Q 2023). Revenue: CN¥8.35b (up 36% from 1Q 2023). Net income: CN¥456.1m (up 165% from 1Q 2023). Profit margin: 5.5% (up from 2.8% in 1Q 2023). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Metals and Mining industry in China. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Apr 26Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 26% to CN¥6.23. The fair value is estimated to be CN¥5.06, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 31% over the last 3 years. Earnings per share has grown by 22%. Revenue is forecast to grow by 36% in 2 years. Earnings are forecast to grow by 115% in the next 2 years.
Valuation Update With 7 Day Price Move • Apr 03Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥6.75, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 15x in the Metals and Mining industry in China. Total loss to shareholders of 24% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥10.73 per share.
お知らせ • Mar 30GEM Co., Ltd. to Report Q1, 2024 Results on Apr 30, 2024GEM Co., Ltd. announced that they will report Q1, 2024 results on Apr 30, 2024
Valuation Update With 7 Day Price Move • Mar 15Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥6.11, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 13x in the Metals and Mining industry in China. Total loss to shareholders of 26% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥10.47 per share.
Valuation Update With 7 Day Price Move • Feb 09Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥5.15, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 11x in the Metals and Mining industry in China. Total loss to shareholders of 31% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥9.93 per share.
お知らせ • Dec 30GEM Co., Ltd. to Report Fiscal Year 2023 Results on Apr 27, 2024GEM Co., Ltd. announced that they will report fiscal year 2023 results on Apr 27, 2024
Reported Earnings • Nov 02Third quarter 2023 earnings released: EPS: CN¥0.029 (vs CN¥0.07 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.029 (down from CN¥0.07 in 3Q 2022). Revenue: CN¥7.29b (down 2.2% from 3Q 2022). Net income: CN¥134.3m (down 59% from 3Q 2022). Profit margin: 1.8% (down from 4.4% in 3Q 2022). Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Metals and Mining industry in China. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 30Second quarter 2023 earnings released: EPS: CN¥0.053 (vs CN¥0.07 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.053 (down from CN¥0.07 in 2Q 2022). Revenue: CN¥6.81b (down 2.1% from 2Q 2022). Net income: CN¥240.9m (down 31% from 2Q 2022). Profit margin: 3.5% (down from 5.0% in 2Q 2022). Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Metals and Mining industry in China. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 08Gem Co., Ltd. Implements Final Cash Dividend for A Shares for the Year 2022, Payable on July 14, 2023GEM Co., Ltd. implemented a final cash dividend per ten A shares (tax included) of CNY 0.50000000 for the year 2022. Record date is 13 July 2023; Ex-date is 14 July 2023; Payment date is 14 July 2023.
お知らせ • Jun 09GEM Co., Ltd. (SZSE:002340) announces an Equity Buyback for CNY 150 million worth of its shares.GEM Co., Ltd. (SZSE:002340) announces a share repurchase program. Under the program, the company will repurchase up to CNY 150 million worth of its shares for CNY 10.29 per share. The purpose of the program is to give ESOP and equity incentives. The program is valid for 12 months.
お知らせ • May 28GEM Co., Ltd. Approves Final Cash Dividend for the Year 2022GEM Co., Ltd. at the AGM, the shareholders approved a final cash dividend per ten shares (tax included) of CNY 0.50000000 for the year 2022.
お知らせ • May 06+ 1 more updateGEM Co., Ltd., Annual General Meeting, May 24, 2023GEM Co., Ltd., Annual General Meeting, May 24, 2023, at 10:00 China Standard Time. Agenda: To consider and approve 2022 work report of the board of directors; 2022 work report of the supervisory committee; 2022 annual report and its summary; 2022 annual accounts; 2022 profit distribution plan; Special report on the deposit and use of raised funds in 2022; and to discuss other matters.
Reported Earnings • Apr 30First quarter 2023 earnings released: EPS: CN¥0.03 (vs CN¥0.07 in 1Q 2022)First quarter 2023 results: EPS: CN¥0.03 (down from CN¥0.07 in 1Q 2022). Revenue: CN¥6.13b (down 12% from 1Q 2022). Net income: CN¥172.4m (down 48% from 1Q 2022). Profit margin: 2.8% (down from 4.8% in 1Q 2022). Revenue is forecast to grow 22% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Metals and Mining industry in China. Over the last 3 years on average, earnings per share has increased by 27% 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 • Nov 16High number of new and inexperienced directorsThere are 6 new directors who have joined the board in the last 3 years. The company's board is composed of: 6 new directors. 6 experienced directors. No highly experienced directors. Non-Independent Director Wei Wei is the most experienced director on the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Reported Earnings • Oct 31Third quarter 2022 earnings released: EPS: CN¥0.07 (vs CN¥0.039 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.07 (up from CN¥0.039 in 3Q 2021). Revenue: CN¥7.45b (up 52% from 3Q 2021). Net income: CN¥324.7m (up 81% from 3Q 2021). Profit margin: 4.4% (up from 3.7% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Metals and Mining industry in China. 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 19% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Aug 26Second quarter 2022 earnings released: EPS: CN¥0.07 (vs CN¥0.051 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.07 (up from CN¥0.051 in 2Q 2021). Revenue: CN¥6.96b (up 63% from 2Q 2021). Net income: CN¥349.5m (up 34% from 2Q 2021). Profit margin: 5.0% (down from 6.1% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 30%, compared to a 31% growth forecast for the Metals and Mining industry in China. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Apr 29First quarter 2022 earnings released: EPS: CN¥0.07 (vs CN¥0.06 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.07 (up from CN¥0.06 in 1Q 2021). Revenue: CN¥6.97b (up 87% from 1Q 2021). Net income: CN¥331.7m (up 20% from 1Q 2021). Profit margin: 4.8% (down from 7.4% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 32%, compared to a 27% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
Board Change • Apr 27High number of new and inexperienced directorsThere are 6 new directors who have joined the board in the last 3 years. The company's board is composed of: 6 new directors. 6 experienced directors. No highly experienced directors. Non-Independent Director Wei Wei is the most experienced director on the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Reported Earnings • Nov 01Third quarter 2021 earnings released: EPS CN¥0.039 (vs CN¥0.02 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: CN¥4.89b (up 61% from 3Q 2020). Net income: CN¥179.1m (up 61% from 3Q 2020). Profit margin: 3.7% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 36% per year, which means it is well ahead of earnings.
Board Change • Nov 01Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. 1 highly experienced director. 3 independent directors (4 non-independent directors). Independent Director Ying Li was the last independent director to join the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Aug 27Second quarter 2021 earnings released: EPS CN¥0.051 (vs CN¥0.021 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥4.27b (up 29% from 2Q 2020). Net income: CN¥261.5m (up 152% from 2Q 2020). Profit margin: 6.1% (up from 3.1% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 30% per year, which means it is well ahead of earnings.
Reported Earnings • Apr 17First quarter 2021 earnings released: EPS CN¥0.06 (vs CN¥0.03 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥3.73b (up 63% from 1Q 2020). Net income: CN¥275.9m (up 150% from 1Q 2020). Profit margin: 7.4% (up from 4.8% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
Analyst Estimate Surprise Post Earnings • Mar 04Revenue misses expectationsRevenue missed analyst estimates by 5.8%. Over the next year, revenue is forecast to grow 40%, compared to a 16% growth forecast for the Metals and Mining industry in China.
Reported Earnings • Mar 04Full year 2020 earnings released: EPS CN¥0.09 (vs CN¥0.18 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥12.5b (down 13% from FY 2019). Net income: CN¥402.8m (down 45% from FY 2019). Profit margin: 3.2% (down from 5.1% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Jan 04Investor sentiment improved over the past weekAfter last week's 22% share price gain to CN¥7.69, the stock is trading at a trailing P/E ratio of 76.6x, up from the previous P/E ratio of 62.9x. This compares to an average P/E of 31x in the Metals and Mining industry in China. Total returns to shareholders over the past three years are 7.3%.
Valuation Update With 7 Day Price Move • Dec 25Investor sentiment improved over the past weekAfter last week's 19% share price gain to CN¥6.70, the stock is trading at a trailing P/E ratio of 66.7x, up from the previous P/E ratio of 56.1x. This compares to an average P/E of 31x in the Metals and Mining industry in China. Total return to shareholders over the past three years is a loss of 5.2%.
Valuation Update With 7 Day Price Move • Dec 23Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥6.45, the stock is trading at a trailing P/E ratio of 64.3x, up from the previous P/E ratio of 55.8x. This compares to an average P/E of 32x in the Metals and Mining industry in China. Total return to shareholders over the past three years is a loss of 9.6%.
Valuation Update With 7 Day Price Move • Dec 21Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥6.19, the stock is trading at a trailing P/E ratio of 61.7x, up from the previous P/E ratio of 53.4x. This compares to an average P/E of 32x in the Metals and Mining industry in China. Total return to shareholders over the past three years is a loss of 9.5%.
Is New 90 Day High Low • Dec 16New 90-day high: CN¥5.40The company is up 2.0% from its price of CN¥5.28 on 18 September 2020. The Chinese market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥0.29 per share.
Is New 90 Day High Low • Nov 03New 90-day low: CN¥4.46The company is down 20% from its price of CN¥5.55 on 05 August 2020. The Chinese market is down 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is down 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥0.29 per share.
Reported Earnings • Nov 03Third quarter 2020 earnings released: EPS CN¥0.021The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: CN¥3.03b (down 17% from 3Q 2019). Net income: CN¥111.6m (down 41% from 3Q 2019). Profit margin: 3.7% (down from 5.2% in 3Q 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 16% per year, which means it is performing significantly worse than earnings.
Analyst Estimate Surprise Post Earnings • Nov 03Revenue misses expectationsRevenue missed analyst estimates by 23%. Over the next year, revenue is forecast to grow 28%, compared to a 16% growth forecast for the Metals and Mining industry in China.
Is New 90 Day High Low • Sep 28New 90-day low: CN¥4.72The company is down 5.0% from its price of CN¥4.97 on 30 June 2020. The Chinese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥0.33 per share.
お知らせ • Aug 11GEM Co., Ltd. to Report First Half, 2020 Results on Aug 27, 2020GEM Co., Ltd. announced that they will report first half, 2020 results on Aug 27, 2020