TBEA（600089）株式概要TBEA Co, Ltd.はその子会社とともに、送電、再生可能エネルギー、新素材、エネルギー・ソリューションを中国国内外に提供している。 詳細600089 ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長2/6過去の実績3/6財務の健全性5/6配当金3/6報酬株価収益率（ 19.4 x） CN市場（ 46.2 x）を下回っています。収益は年間21.49%増加すると予測されています 過去1年間で収益は67.2%増加しました 同業他社や業界と比較して、良好な取引価格 アナリストらは、株価が41.3%上昇するだろうとほぼ一致している。 リスク分析財務結果に影響を与える大きな一時的項目 1.54%の配当はフリーキャッシュフローで十分にカバーされていない すべてのリスクチェックを見る600089 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueCN¥Current PriceCN¥23.325.1% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0154b2016201920222025202620282031Revenue CN¥154.3bEarnings CN¥9.4bAdvancedSet Fair ValueView all narrativesTBEA Co., Ltd. 競合他社Zhejiang Huayou CobaltSymbol: SHSE:603799Market cap: CN¥95.6bEVE EnergySymbol: SZSE:300014Market cap: CN¥146.2bGoneo GroupSymbol: SHSE:603195Market cap: CN¥71.1bNingbo Deye Technology GroupSymbol: SHSE:605117Market cap: CN¥129.1b価格と性能株価の高値、安値、推移の概要TBEA過去の株価現在の株価CN¥23.3252週高値CN¥33.2852週安値CN¥11.41ベータ0.581ヶ月の変化-10.38%3ヶ月変化-18.20%1年変化102.43%3年間の変化39.19%5年間の変化142.92%IPOからの変化203.46%最新ニュースBoard Change • May 20Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 4 were independent directors. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Director Jun Hu was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.お知らせ • Apr 16TBEA Co., Ltd., Annual General Meeting, May 07, 2026TBEA Co., Ltd., Annual General Meeting, May 07, 2026, at 13:00 China Standard Time. Location: The Company's International Conference Center, Changji, Xinjiang Chinaお知らせ • Mar 30TBEA Co., Ltd. to Report Q1, 2026 Results on Apr 30, 2026TBEA Co., Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026お知らせ • Dec 26TBEA Co., Ltd. to Report Fiscal Year 2025 Results on Apr 16, 2026TBEA Co., Ltd. announced that they will report fiscal year 2025 results on Apr 16, 2026お知らせ • Sep 30TBEA Co., Ltd. to Report Q3, 2025 Results on Oct 31, 2025TBEA Co., Ltd. announced that they will report Q3, 2025 results on Oct 31, 2025お知らせ • Jun 30TBEA Co., Ltd. to Report First Half, 2025 Results on Aug 30, 2025TBEA Co., Ltd. announced that they will report first half, 2025 results on Aug 30, 2025最新情報をもっと見るRecent updatesBoard Change • May 20Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 4 were independent directors. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Director Jun Hu was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.お知らせ • Apr 16TBEA Co., Ltd., Annual General Meeting, May 07, 2026TBEA Co., Ltd., Annual General Meeting, May 07, 2026, at 13:00 China Standard Time. Location: The Company's International Conference Center, Changji, Xinjiang Chinaお知らせ • Mar 30TBEA Co., Ltd. to Report Q1, 2026 Results on Apr 30, 2026TBEA Co., Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026お知らせ • Dec 26TBEA Co., Ltd. to Report Fiscal Year 2025 Results on Apr 16, 2026TBEA Co., Ltd. announced that they will report fiscal year 2025 results on Apr 16, 2026お知らせ • Sep 30TBEA Co., Ltd. to Report Q3, 2025 Results on Oct 31, 2025TBEA Co., Ltd. announced that they will report Q3, 2025 results on Oct 31, 2025お知らせ • Jun 30TBEA Co., Ltd. to Report First Half, 2025 Results on Aug 30, 2025TBEA Co., Ltd. announced that they will report first half, 2025 results on Aug 30, 2025お知らせ • Jun 24TBEA Co., Ltd.(SHSE:600089) dropped from Shanghai Stock Exchange 180 Value IndexTBEA Co., Ltd. removed form Shanghai Stock Exchange 180 Value Indexお知らせ • Apr 22TBEA Co., Ltd., Annual General Meeting, May 12, 2025TBEA Co., Ltd., Annual General Meeting, May 12, 2025, at 13:00 China Standard Time. Location: No. 189, Beijing South Road, Changji, Xinjiang Chinaお知らせ • Mar 28TBEA Co., Ltd. to Report Q1, 2025 Results on Apr 22, 2025TBEA Co., Ltd. announced that they will report Q1, 2025 results on Apr 22, 2025お知らせ • Dec 27TBEA Co., Ltd. to Report Fiscal Year 2024 Results on Apr 22, 2025TBEA Co., Ltd. announced that they will report fiscal year 2024 results on Apr 22, 2025Reported Earnings • Oct 31Third quarter 2024 earnings releasedThird quarter 2024 results: EPS: CN¥0.25. Revenue: CN¥24.5b (up 4.1% from 3Q 2023). Net income: CN¥1.26b (down 33% from 3Q 2023). Profit margin: 5.2% (down from 8.0% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Electrical industry in China.Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 22%After last week's 22% share price gain to CN¥14.64, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 17x in the Electrical industry in China. Total loss to shareholders of 14% over the past three years.お知らせ • Sep 30TBEA Co., Ltd. to Report Q3, 2024 Results on Oct 30, 2024TBEA Co., Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024Reported Earnings • Aug 31Second quarter 2024 earnings released: EPS: CN¥0.21 (vs CN¥0.55 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.21 (down from CN¥0.55 in 2Q 2023). Revenue: CN¥24.3b (up 3.4% from 2Q 2023). Net income: CN¥1.04b (down 62% from 2Q 2023). Profit margin: 4.3% (down from 12% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Electrical industry in China. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.お知らせ • Jun 28TBEA Co., Ltd. to Report First Half, 2024 Results on Aug 30, 2024TBEA Co., Ltd. announced that they will report first half, 2024 results on Aug 30, 2024Reported Earnings • Apr 30First quarter 2024 earnings released: EPS: CN¥0.40 (vs CN¥0.93 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.40 (down from CN¥0.93 in 1Q 2023). Revenue: CN¥23.6b (down 10% from 1Q 2023). Net income: CN¥1.99b (down 58% from 1Q 2023). Profit margin: 8.5% (down from 18% in 1Q 2023). Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electrical industry in China. 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 14% per year, which means it is significantly lagging earnings growth.New Risk • Apr 12New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.2% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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 are forecast to decline by an average of 1.2% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (11% net profit margin).お知らせ • Apr 09TBEA Co., Ltd., Annual General Meeting, May 07, 2024TBEA Co., Ltd., Annual General Meeting, May 07, 2024, at 12:30 China Standard Time. Location: The Company's International Conference Center, Changji, Xinjiang ChinaReported Earnings • Apr 09Full year 2023 earnings released: EPS: CN¥2.39 (vs CN¥3.17 in FY 2022)Full year 2023 results: EPS: CN¥2.39 (down from CN¥3.17 in FY 2022). Revenue: CN¥98.2b (up 2.4% from FY 2022). Net income: CN¥10.7b (down 32% from FY 2022). Profit margin: 11% (down from 16% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electrical industry in China. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 29TBEA Co., Ltd. to Report Q1, 2024 Results on Apr 30, 2024TBEA Co., Ltd. announced that they will report Q1, 2024 results on Apr 30, 2024お知らせ • Dec 29TBEA Co., Ltd. to Report Fiscal Year 2023 Results on Apr 09, 2024TBEA Co., Ltd. announced that they will report fiscal year 2023 results on Apr 09, 2024Reported Earnings • Oct 31Third quarter 2023 earnings released: EPS: CN¥0.83 (vs CN¥0.80 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.83. Revenue: CN¥23.9b (down 7.5% from 3Q 2022). Net income: CN¥1.91b (down 54% from 3Q 2022). Profit margin: 8.0% (down from 16% in 3Q 2022). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Electrical industry in China.お知らせ • Jun 28TBEA Co., Ltd. to Report First Half, 2023 Results on Aug 16, 2023TBEA Co., Ltd. announced that they will report first half, 2023 results on Aug 16, 2023Reported Earnings • Apr 26First quarter 2023 earnings released: EPS: CN¥1.20 (vs CN¥0.82 in 1Q 2022)First quarter 2023 results: EPS: CN¥1.20 (up from CN¥0.82 in 1Q 2022). Revenue: CN¥26.3b (up 53% from 1Q 2022). Net income: CN¥4.72b (up 51% from 1Q 2022). Profit margin: 18% (in line with 1Q 2022). Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Electrical industry in China. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has only increased by 46% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 08TBEA Co., Ltd. (SHSE:600089) entered into an agreement to acquire Wuqi Huaguang New Energy Co., Ltd. from Shaanxi Tbea New Energy Co., Ltd. for CNY 34.79 millionTBEA Co., Ltd. (SHSE:600089) entered into an agreement to acquire Wuqi Huaguang New Energy Co., Ltd. from Shaanxi Tbea New Energy Co., Ltd. for CNY 34.79 million on January 6, 2023. Wuqi Huaguang recorded net losses after tax of CNY 58.27 million for the year ended March 31, 2022.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Director Qing Xia was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 30Third quarter 2022 earnings released: EPS: CN¥1.05 (vs CN¥0.56 in 3Q 2021)Third quarter 2022 results: EPS: CN¥1.05 (up from CN¥0.56 in 3Q 2021). Revenue: CN¥25.9b (up 55% from 3Q 2021). Net income: CN¥4.15b (up 99% from 3Q 2021). Profit margin: 16% (up from 13% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 26% growth forecast for the Electrical industry in China. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has only increased by 48% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 29Second quarter 2022 earnings released: EPS: CN¥1.00 (vs CN¥0.27 in 2Q 2021)Second quarter 2022 results: EPS: CN¥1.00 (up from CN¥0.27 in 2Q 2021). Revenue: CN¥21.7b (up 66% from 2Q 2021). Net income: CN¥3.78b (up 283% from 2Q 2021). Profit margin: 18% (up from 7.5% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 3.2% compared to a 55% growth forecast for the Electrical industry in China. Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has only increased by 56% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jul 06Investor sentiment improved over the past weekAfter last week's 21% share price gain to CN¥30.72, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 26x in the Electrical industry in China. Total returns to shareholders of 374% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥26.90 per share.Valuation Update With 7 Day Price Move • Jun 14Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥27.50, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 22x in the Electrical industry in China. Total returns to shareholders of 315% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥26.51 per share.Board Change • Apr 27Less 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. 10 experienced directors. 2 highly experienced directors. 4 independent directors (7 non-independent directors). Independent Director Weihong Sun was the last independent director to join the board, commencing their role in 2006. 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 • Apr 13Full year 2021 earnings released: EPS: CN¥1.88 (vs CN¥0.59 in FY 2020)Full year 2021 results: EPS: CN¥1.88 (up from CN¥0.59 in FY 2020). Revenue: CN¥61.4b (up 39% from FY 2020). Net income: CN¥7.25b (up 231% from FY 2020). Profit margin: 12% (up from 5.0% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 15%, compared to a 67% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.Reported Earnings • Oct 31Third quarter 2021 earnings released: EPS CN¥0.56 (vs CN¥0.17 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥16.6b (up 45% from 3Q 2020). Net income: CN¥2.08b (up 228% from 3Q 2020). Profit margin: 13% (up from 5.5% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has increased by 56% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Aug 29Second quarter 2021 earnings released: EPS CN¥0.27 (vs CN¥0.14 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥13.1b (up 30% from 2Q 2020). Net income: CN¥987.1m (up 94% from 2Q 2020). Profit margin: 7.5% (up from 5.0% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Aug 26Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥18.94, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 30x in the Electrical industry in China. Total returns to shareholders of 197% over the past three years.Valuation Update With 7 Day Price Move • Jul 18Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥15.57, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 26x in the Electrical industry in China. Total returns to shareholders of 150% over the past three years.Valuation Update With 7 Day Price Move • Jun 28Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥12.48, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 25x in the Electrical industry in China. Total returns to shareholders of 100% over the past three years.Reported Earnings • May 02First quarter 2021 earnings released: EPS CN¥0.57 (vs CN¥0.11 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥9.45b (up 20% from 1Q 2020). Net income: CN¥2.12b (up 415% from 1Q 2020). Profit margin: 22% (up from 5.2% in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Apr 15Full year 2020 earnings released: EPS CN¥0.59 (vs CN¥0.47 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥44.2b (up 19% from FY 2019). Net income: CN¥2.49b (up 43% from FY 2019). Profit margin: 5.6% (up from 4.7% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Jan 28Investor sentiment improved over the past weekAfter last week's 19% share price gain to CN¥14.16, the stock is trading at a trailing P/E ratio of 32.2x, up from the previous P/E ratio of 27x. This compares to an average P/E of 33x in the Electrical industry in China. Total returns to shareholders over the past three years are 61%.Is New 90 Day High Low • Jan 14New 90-day high: CN¥10.90The company is up 18% from its price of CN¥9.21 on 16 October 2020. The Chinese market is up 7.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Electrical industry, which is up 22% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥3.49 per share.Valuation Update With 7 Day Price Move • Dec 18Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥9.38, the stock is trading at a trailing P/E ratio of 21.4x, up from the previous P/E ratio of 18.3x. This compares to an average P/E of 37x in the Electrical industry in China. Total returns to shareholders over the past three years are 2.6%.Is New 90 Day High Low • Dec 11New 90-day low: CN¥8.04The company is down 5.0% from its price of CN¥8.47 on 11 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 Electrical industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥3.27 per share.Reported Earnings • Nov 03Third quarter 2020 earnings released: EPS CN¥0.17The company reported a solid third quarter result with improved earnings and revenues, although profit margins were weaker. Third quarter 2020 results: Revenue: CN¥11.5b (up 37% from 3Q 2019). Net income: CN¥635.7m (up 2.6% from 3Q 2019). Profit margin: 5.5% (down from 7.4% in 3Q 2019). The decrease in margin was driven by higher expenses. 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 6% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Oct 10New 90-day high: CN¥9.26The company is up 27% from its price of CN¥7.32 on 10 July 2020. The Chinese market is down 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electrical 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¥1.56 per share.株主還元600089CN ElectricalCN 市場7D-2.1%-1.4%0.7%1Y102.4%60.9%31.9%株主還元を見る業界別リターン: 600089過去 1 年間で60.9 % の収益を上げたCN Electrical業界を上回りました。リターン対市場: 600089過去 1 年間で31.9 % の収益を上げたCN市場を上回りました。価格変動Is 600089's price volatile compared to industry and market?600089 volatility600089 Average Weekly Movement5.3%Electrical Industry Average Movement7.4%Market Average Movement6.6%10% most volatile stocks in CN Market10.6%10% least volatile stocks in CN Market4.1%安定した株価: 600089 、 CN市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 600089の 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト194931,806Yanmin Zhongwww.tbea.comLtd.は、その子会社とともに、送電、再生可能エネ ルギー、新素材、エネルギー・ソリューションを中国国内外 に提供している。同社は変圧器、開閉器、電線・ケーブル、ケーブル付属品、総合変電所自動化製品、スマート配電網、充電設備を製造・販売している。また、電力制御システム、太陽光発電製品、多結晶シリコン、送配電用フレキシブル機器、ホワイトカーボンブラック、シリコンチップ、インバーターなども提供している。さらに、合金棒、アルミニウム合金棒製品、アルミニウム合金地金、再溶解アルミニウム地金、合金油浸変圧器、スラブ地金製品などの合金材料、電子用アルミニウム箔、エッチング・成形電極箔、窓・ドア用断熱アルミニウム形材、カーテンウォール用アルミニウム形材、工業用形材、アルミニウム基板板条、ターゲット棒、ワイヤー、地金、高純度アルミニウム材料を提供している。さらに、石炭製品の採掘・販売、UHV直流・交流エンジニアリング建設活動、直流コンバータ変圧器、HV接点交換器、乾式平面波リアクトル、相互インダクタ、ケーシングなどの基幹送変電機器、充電ソリューションの供給にも携わっている。さらに、同社は原子力、火力、水力、風力、太陽光資源から電力を生成している。TBEA Co., Ltd.は1949年に設立され、中国の長治に本社を置いている。もっと見るTBEA Co., Ltd. 基礎のまとめTBEA の収益と売上を時価総額と比較するとどうか。600089 基礎統計学時価総額CN¥117.07b収益（TTM）CN¥6.04b売上高(TTM)CN¥98.82b19.4xPER（株価収益率1.2xP/Sレシオ600089 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計600089 損益計算書（TTM）収益CN¥98.82b売上原価CN¥80.63b売上総利益CN¥18.18bその他の費用CN¥12.14b収益CN¥6.04b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）1.20グロス・マージン18.40%純利益率6.11%有利子負債／自己資本比率53.4%600089 の長期的なパフォーマンスは？過去の実績と比較を見る配当金1.5%現在の配当利回り30%配当性向View Valuation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2026/06/22 18:14終値2026/06/18 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この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。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TBEA 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。15 アナリスト機関Tao ZengChina Galaxy Securities Co., Ltd.Haoyuan QuChina International Capital Corporation LimitedSophia ZhangChina Stock Investment Research Co. Ltd. (GZ500..com)12 その他のアナリストを表示
Board Change • May 20Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 4 were independent directors. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Director Jun Hu was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
お知らせ • Apr 16TBEA Co., Ltd., Annual General Meeting, May 07, 2026TBEA Co., Ltd., Annual General Meeting, May 07, 2026, at 13:00 China Standard Time. Location: The Company's International Conference Center, Changji, Xinjiang China
お知らせ • Mar 30TBEA Co., Ltd. to Report Q1, 2026 Results on Apr 30, 2026TBEA Co., Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026
お知らせ • Dec 26TBEA Co., Ltd. to Report Fiscal Year 2025 Results on Apr 16, 2026TBEA Co., Ltd. announced that they will report fiscal year 2025 results on Apr 16, 2026
お知らせ • Sep 30TBEA Co., Ltd. to Report Q3, 2025 Results on Oct 31, 2025TBEA Co., Ltd. announced that they will report Q3, 2025 results on Oct 31, 2025
お知らせ • Jun 30TBEA Co., Ltd. to Report First Half, 2025 Results on Aug 30, 2025TBEA Co., Ltd. announced that they will report first half, 2025 results on Aug 30, 2025
Board Change • May 20Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 4 were independent directors. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Director Jun Hu was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
お知らせ • Apr 16TBEA Co., Ltd., Annual General Meeting, May 07, 2026TBEA Co., Ltd., Annual General Meeting, May 07, 2026, at 13:00 China Standard Time. Location: The Company's International Conference Center, Changji, Xinjiang China
お知らせ • Mar 30TBEA Co., Ltd. to Report Q1, 2026 Results on Apr 30, 2026TBEA Co., Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026
お知らせ • Dec 26TBEA Co., Ltd. to Report Fiscal Year 2025 Results on Apr 16, 2026TBEA Co., Ltd. announced that they will report fiscal year 2025 results on Apr 16, 2026
お知らせ • Sep 30TBEA Co., Ltd. to Report Q3, 2025 Results on Oct 31, 2025TBEA Co., Ltd. announced that they will report Q3, 2025 results on Oct 31, 2025
お知らせ • Jun 30TBEA Co., Ltd. to Report First Half, 2025 Results on Aug 30, 2025TBEA Co., Ltd. announced that they will report first half, 2025 results on Aug 30, 2025
お知らせ • Jun 24TBEA Co., Ltd.(SHSE:600089) dropped from Shanghai Stock Exchange 180 Value IndexTBEA Co., Ltd. removed form Shanghai Stock Exchange 180 Value Index
お知らせ • Apr 22TBEA Co., Ltd., Annual General Meeting, May 12, 2025TBEA Co., Ltd., Annual General Meeting, May 12, 2025, at 13:00 China Standard Time. Location: No. 189, Beijing South Road, Changji, Xinjiang China
お知らせ • Mar 28TBEA Co., Ltd. to Report Q1, 2025 Results on Apr 22, 2025TBEA Co., Ltd. announced that they will report Q1, 2025 results on Apr 22, 2025
お知らせ • Dec 27TBEA Co., Ltd. to Report Fiscal Year 2024 Results on Apr 22, 2025TBEA Co., Ltd. announced that they will report fiscal year 2024 results on Apr 22, 2025
Reported Earnings • Oct 31Third quarter 2024 earnings releasedThird quarter 2024 results: EPS: CN¥0.25. Revenue: CN¥24.5b (up 4.1% from 3Q 2023). Net income: CN¥1.26b (down 33% from 3Q 2023). Profit margin: 5.2% (down from 8.0% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Electrical industry in China.
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 22%After last week's 22% share price gain to CN¥14.64, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 17x in the Electrical industry in China. Total loss to shareholders of 14% over the past three years.
お知らせ • Sep 30TBEA Co., Ltd. to Report Q3, 2024 Results on Oct 30, 2024TBEA Co., Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024
Reported Earnings • Aug 31Second quarter 2024 earnings released: EPS: CN¥0.21 (vs CN¥0.55 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.21 (down from CN¥0.55 in 2Q 2023). Revenue: CN¥24.3b (up 3.4% from 2Q 2023). Net income: CN¥1.04b (down 62% from 2Q 2023). Profit margin: 4.3% (down from 12% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Electrical industry in China. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
お知らせ • Jun 28TBEA Co., Ltd. to Report First Half, 2024 Results on Aug 30, 2024TBEA Co., Ltd. announced that they will report first half, 2024 results on Aug 30, 2024
Reported Earnings • Apr 30First quarter 2024 earnings released: EPS: CN¥0.40 (vs CN¥0.93 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.40 (down from CN¥0.93 in 1Q 2023). Revenue: CN¥23.6b (down 10% from 1Q 2023). Net income: CN¥1.99b (down 58% from 1Q 2023). Profit margin: 8.5% (down from 18% in 1Q 2023). Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electrical industry in China. 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 14% per year, which means it is significantly lagging earnings growth.
New Risk • Apr 12New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.2% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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 are forecast to decline by an average of 1.2% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (11% net profit margin).
お知らせ • Apr 09TBEA Co., Ltd., Annual General Meeting, May 07, 2024TBEA Co., Ltd., Annual General Meeting, May 07, 2024, at 12:30 China Standard Time. Location: The Company's International Conference Center, Changji, Xinjiang China
Reported Earnings • Apr 09Full year 2023 earnings released: EPS: CN¥2.39 (vs CN¥3.17 in FY 2022)Full year 2023 results: EPS: CN¥2.39 (down from CN¥3.17 in FY 2022). Revenue: CN¥98.2b (up 2.4% from FY 2022). Net income: CN¥10.7b (down 32% from FY 2022). Profit margin: 11% (down from 16% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electrical industry in China. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 29TBEA Co., Ltd. to Report Q1, 2024 Results on Apr 30, 2024TBEA Co., Ltd. announced that they will report Q1, 2024 results on Apr 30, 2024
お知らせ • Dec 29TBEA Co., Ltd. to Report Fiscal Year 2023 Results on Apr 09, 2024TBEA Co., Ltd. announced that they will report fiscal year 2023 results on Apr 09, 2024
Reported Earnings • Oct 31Third quarter 2023 earnings released: EPS: CN¥0.83 (vs CN¥0.80 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.83. Revenue: CN¥23.9b (down 7.5% from 3Q 2022). Net income: CN¥1.91b (down 54% from 3Q 2022). Profit margin: 8.0% (down from 16% in 3Q 2022). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Electrical industry in China.
お知らせ • Jun 28TBEA Co., Ltd. to Report First Half, 2023 Results on Aug 16, 2023TBEA Co., Ltd. announced that they will report first half, 2023 results on Aug 16, 2023
Reported Earnings • Apr 26First quarter 2023 earnings released: EPS: CN¥1.20 (vs CN¥0.82 in 1Q 2022)First quarter 2023 results: EPS: CN¥1.20 (up from CN¥0.82 in 1Q 2022). Revenue: CN¥26.3b (up 53% from 1Q 2022). Net income: CN¥4.72b (up 51% from 1Q 2022). Profit margin: 18% (in line with 1Q 2022). Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Electrical industry in China. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has only increased by 46% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 08TBEA Co., Ltd. (SHSE:600089) entered into an agreement to acquire Wuqi Huaguang New Energy Co., Ltd. from Shaanxi Tbea New Energy Co., Ltd. for CNY 34.79 millionTBEA Co., Ltd. (SHSE:600089) entered into an agreement to acquire Wuqi Huaguang New Energy Co., Ltd. from Shaanxi Tbea New Energy Co., Ltd. for CNY 34.79 million on January 6, 2023. Wuqi Huaguang recorded net losses after tax of CNY 58.27 million for the year ended March 31, 2022.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Director Qing Xia was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 30Third quarter 2022 earnings released: EPS: CN¥1.05 (vs CN¥0.56 in 3Q 2021)Third quarter 2022 results: EPS: CN¥1.05 (up from CN¥0.56 in 3Q 2021). Revenue: CN¥25.9b (up 55% from 3Q 2021). Net income: CN¥4.15b (up 99% from 3Q 2021). Profit margin: 16% (up from 13% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 26% growth forecast for the Electrical industry in China. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has only increased by 48% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 29Second quarter 2022 earnings released: EPS: CN¥1.00 (vs CN¥0.27 in 2Q 2021)Second quarter 2022 results: EPS: CN¥1.00 (up from CN¥0.27 in 2Q 2021). Revenue: CN¥21.7b (up 66% from 2Q 2021). Net income: CN¥3.78b (up 283% from 2Q 2021). Profit margin: 18% (up from 7.5% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 3.2% compared to a 55% growth forecast for the Electrical industry in China. Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has only increased by 56% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jul 06Investor sentiment improved over the past weekAfter last week's 21% share price gain to CN¥30.72, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 26x in the Electrical industry in China. Total returns to shareholders of 374% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥26.90 per share.
Valuation Update With 7 Day Price Move • Jun 14Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥27.50, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 22x in the Electrical industry in China. Total returns to shareholders of 315% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥26.51 per share.
Board Change • Apr 27Less 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. 10 experienced directors. 2 highly experienced directors. 4 independent directors (7 non-independent directors). Independent Director Weihong Sun was the last independent director to join the board, commencing their role in 2006. 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 • Apr 13Full year 2021 earnings released: EPS: CN¥1.88 (vs CN¥0.59 in FY 2020)Full year 2021 results: EPS: CN¥1.88 (up from CN¥0.59 in FY 2020). Revenue: CN¥61.4b (up 39% from FY 2020). Net income: CN¥7.25b (up 231% from FY 2020). Profit margin: 12% (up from 5.0% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 15%, compared to a 67% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Oct 31Third quarter 2021 earnings released: EPS CN¥0.56 (vs CN¥0.17 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥16.6b (up 45% from 3Q 2020). Net income: CN¥2.08b (up 228% from 3Q 2020). Profit margin: 13% (up from 5.5% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has increased by 56% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Aug 29Second quarter 2021 earnings released: EPS CN¥0.27 (vs CN¥0.14 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥13.1b (up 30% from 2Q 2020). Net income: CN¥987.1m (up 94% from 2Q 2020). Profit margin: 7.5% (up from 5.0% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Aug 26Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥18.94, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 30x in the Electrical industry in China. Total returns to shareholders of 197% over the past three years.
Valuation Update With 7 Day Price Move • Jul 18Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥15.57, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 26x in the Electrical industry in China. Total returns to shareholders of 150% over the past three years.
Valuation Update With 7 Day Price Move • Jun 28Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥12.48, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 25x in the Electrical industry in China. Total returns to shareholders of 100% over the past three years.
Reported Earnings • May 02First quarter 2021 earnings released: EPS CN¥0.57 (vs CN¥0.11 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥9.45b (up 20% from 1Q 2020). Net income: CN¥2.12b (up 415% from 1Q 2020). Profit margin: 22% (up from 5.2% in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Apr 15Full year 2020 earnings released: EPS CN¥0.59 (vs CN¥0.47 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥44.2b (up 19% from FY 2019). Net income: CN¥2.49b (up 43% from FY 2019). Profit margin: 5.6% (up from 4.7% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Jan 28Investor sentiment improved over the past weekAfter last week's 19% share price gain to CN¥14.16, the stock is trading at a trailing P/E ratio of 32.2x, up from the previous P/E ratio of 27x. This compares to an average P/E of 33x in the Electrical industry in China. Total returns to shareholders over the past three years are 61%.
Is New 90 Day High Low • Jan 14New 90-day high: CN¥10.90The company is up 18% from its price of CN¥9.21 on 16 October 2020. The Chinese market is up 7.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Electrical industry, which is up 22% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥3.49 per share.
Valuation Update With 7 Day Price Move • Dec 18Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥9.38, the stock is trading at a trailing P/E ratio of 21.4x, up from the previous P/E ratio of 18.3x. This compares to an average P/E of 37x in the Electrical industry in China. Total returns to shareholders over the past three years are 2.6%.
Is New 90 Day High Low • Dec 11New 90-day low: CN¥8.04The company is down 5.0% from its price of CN¥8.47 on 11 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 Electrical industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥3.27 per share.
Reported Earnings • Nov 03Third quarter 2020 earnings released: EPS CN¥0.17The company reported a solid third quarter result with improved earnings and revenues, although profit margins were weaker. Third quarter 2020 results: Revenue: CN¥11.5b (up 37% from 3Q 2019). Net income: CN¥635.7m (up 2.6% from 3Q 2019). Profit margin: 5.5% (down from 7.4% in 3Q 2019). The decrease in margin was driven by higher expenses. 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 6% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Oct 10New 90-day high: CN¥9.26The company is up 27% from its price of CN¥7.32 on 10 July 2020. The Chinese market is down 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electrical 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¥1.56 per share.
