View ValuationNuode New MaterialsLtd 将来の成長Future 基準チェック /56Nuode New MaterialsLtd利益と収益がそれぞれ年間69.2%と23.4%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7.3% 69.3%なると予測されています。主要情報69.2%収益成長率69.31%EPS成長率Electrical 収益成長25.7%収益成長率23.4%将来の株主資本利益率7.28%アナリストカバレッジLow最終更新日23 Apr 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 • Jun 30Nuode New Materials Co.,Ltd. to Report First Half, 2026 Results on Jul 31, 2026Nuode New Materials Co.,Ltd. announced that they will report first half, 2026 results on Jul 31, 2026New Risk • Jun 15New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Chinese stocks, typically moving 11% 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 Interest payments are not well covered by earnings (1.2x net interest cover). Share price has been highly volatile over the past 3 months (11% average weekly change).Board Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Ju Li was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 23Nuode New Materials Co.,Ltd., Annual General Meeting, May 13, 2026Nuode New Materials Co.,Ltd., Annual General Meeting, May 13, 2026, at 14:00 China Standard Time. Location: 30F, Tower A1, Chuangzhi Cloud Center, Guangxia Road, Futian District, Shenzhen, Guangdong Chinaお知らせ • Mar 30Nuode New Materials Co.,Ltd. to Report Q1, 2026 Results on Apr 23, 2026Nuode New Materials Co.,Ltd. announced that they will report Q1, 2026 results on Apr 23, 2026お知らせ • Dec 26Nuode New Materials Co.,Ltd. to Report Fiscal Year 2025 Results on Apr 23, 2026Nuode New Materials Co.,Ltd. announced that they will report fiscal year 2025 results on Apr 23, 2026お知らせ • Sep 30Nuode New Materials Co.,Ltd. to Report Q3, 2025 Results on Oct 23, 2025Nuode New Materials Co.,Ltd. announced that they will report Q3, 2025 results on Oct 23, 2025お知らせ • Jun 30Nuode New Materials Co.,Ltd. to Report First Half, 2025 Results on Aug 30, 2025Nuode New Materials Co.,Ltd. announced that they will report first half, 2025 results on Aug 30, 2025お知らせ • Apr 22Nuode New Materials Co.,Ltd., Annual General Meeting, May 13, 2025Nuode New Materials Co.,Ltd., Annual General Meeting, May 13, 2025, at 14:00 China Standard Time. Location: 30F, Tower A1, No. 1, Guangxia Road, Futian District, Shenzhen, Guangdong Chinaお知らせ • Mar 28Nuode New Materials Co.,Ltd. to Report Q1, 2025 Results on Apr 22, 2025Nuode New Materials Co.,Ltd. announced that they will report Q1, 2025 results on Apr 22, 2025お知らせ • Dec 27Nuode New Materials Co.,Ltd. to Report Fiscal Year 2024 Results on Apr 30, 2025Nuode New Materials Co.,Ltd. announced that they will report fiscal year 2024 results on Apr 30, 2025Reported Earnings • Oct 30Third quarter 2024 earnings released: CN¥0.033 loss per share (vs CN¥0.029 loss in 3Q 2023)Third quarter 2024 results: CN¥0.033 loss per share (further deteriorated from CN¥0.029 loss in 3Q 2023). Revenue: CN¥1.32b (down 8.4% from 3Q 2023). Net loss: CN¥58.4m (loss widened 14% from 3Q 2023). Revenue is forecast to grow 29% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Electrical industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 47 percentage points per year, which is a significant difference in performance.New Risk • Sep 30New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 6.9% 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 Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Dividend is not well covered by earnings and cash flows. Payout ratio: 164% Paying a dividend despite having no free cash flows. Minor Risk Share price has been volatile over the past 3 months (6.9% average weekly change).お知らせ • Sep 30Nuode New Materials Co.,Ltd. to Report Q3, 2024 Results on Oct 30, 2024Nuode New Materials Co.,Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024Reported Earnings • Aug 28Second quarter 2024 earnings released: CN¥0.037 loss per share (vs CN¥0.02 profit in 2Q 2023)Second quarter 2024 results: CN¥0.037 loss per share (down from CN¥0.02 profit in 2Q 2023). Revenue: CN¥1.34b (up 23% from 2Q 2023). Net loss: CN¥64.7m (down 282% from profit in 2Q 2023). Revenue is forecast to grow 26% 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, the company's share price growth rate has exceeded its earnings growth rate by 25 percentage points per year, which is a significant difference in performance.お知らせ • Jun 28Nuode New Materials Co.,Ltd. to Report First Half, 2024 Results on Aug 28, 2024Nuode New Materials Co.,Ltd. announced that they will report first half, 2024 results on Aug 28, 2024Reported Earnings • May 03First quarter 2024 earnings released: CN¥0.054 loss per share (vs CN¥0.029 profit in 1Q 2023)First quarter 2024 results: CN¥0.054 loss per share (down from CN¥0.029 profit in 1Q 2023). Revenue: CN¥1.05b (down 8.8% from 1Q 2023). Net loss: CN¥94.4m (down 288% from profit in 1Q 2023). Revenue is forecast to grow 20% 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 fallen by 41% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.Reported Earnings • Apr 11Full year 2023 earnings released: EPS: CN¥0.017 (vs CN¥0.21 in FY 2022)Full year 2023 results: EPS: CN¥0.017 (down from CN¥0.21 in FY 2022). Revenue: CN¥4.57b (down 2.9% from FY 2022). Net income: CN¥27.3m (down 92% from FY 2022). Profit margin: 0.6% (down from 7.5% in FY 2022). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 17% 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 fallen by 9% per year whereas the company’s share price has fallen by 10% per year.お知らせ • Apr 10Nuode New Materials Co.,Ltd., Annual General Meeting, May 17, 2024Nuode New Materials Co.,Ltd., Annual General Meeting, May 17, 2024, at 14:00 China Standard Time. Location: The Company's Meeting Room, Shenzhen, Guangdong Chinaお知らせ • Mar 29Nuode New Materials Co.,Ltd. to Report Q1, 2024 Results on Apr 30, 2024Nuode New Materials Co.,Ltd. announced that they will report Q1, 2024 results on Apr 30, 2024New Risk • Feb 09New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.4% 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 Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 164% Paying a dividend despite having no free cash flows. Earnings are forecast to decline by an average of 0.4% per year for the foreseeable future. High level of non-cash earnings (24% accrual ratio). Minor Risk Profit margins are more than 30% lower than last year (2.1% net profit margin).Valuation Update With 7 Day Price Move • Feb 02Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to CN¥4.00, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 13x in the Electrical industry in China. Total loss to shareholders of 52% over the past three years.お知らせ • Dec 29Nuode New Materials Co.,Ltd. to Report Fiscal Year 2023 Results on Apr 26, 2024Nuode New Materials Co.,Ltd. announced that they will report fiscal year 2023 results on Apr 26, 2024Reported Earnings • Oct 26Third quarter 2023 earnings released: CN¥0.029 loss per share (vs CN¥0.044 profit in 3Q 2022)Third quarter 2023 results: CN¥0.029 loss per share (down from CN¥0.044 profit in 3Q 2022). Revenue: CN¥1.44b (up 17% from 3Q 2022). Net loss: CN¥51.4m (down 167% from profit in 3Q 2022). Revenue is forecast to grow 21% 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 30% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.お知らせ • Sep 30Nuode New Materials Co.,Ltd. to Report Q3, 2023 Results on Oct 26, 2023Nuode New Materials Co.,Ltd. announced that they will report Q3, 2023 results on Oct 26, 2023New Risk • Aug 17New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 20% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (20% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (4.8% net profit margin).Reported Earnings • Aug 17Second quarter 2023 earnings released: EPS: CN¥0.02 (vs CN¥0.044 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.02 (down from CN¥0.044 in 2Q 2022). Revenue: CN¥1.09b (up 16% from 2Q 2022). Net income: CN¥35.5m (down 53% from 2Q 2022). Profit margin: 3.3% (down from 8.1% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 32% 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 58% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 28Nuode New Materials Co.,Ltd. to Report First Half, 2023 Results on Aug 17, 2023Nuode New Materials Co.,Ltd. announced that they will report first half, 2023 results on Aug 17, 2023Reported Earnings • Apr 26Full year 2022 earnings released: EPS: CN¥0.21 (vs CN¥0.29 in FY 2021)Full year 2022 results: EPS: CN¥0.21 (down from CN¥0.29 in FY 2021). Revenue: CN¥4.71b (up 5.9% from FY 2021). Net income: CN¥352.3m (down 13% from FY 2021). Profit margin: 7.5% (down from 9.1% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 43% p.a. on average during the next 2 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 92% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16Less 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. 6 experienced directors. 2 highly experienced directors. 3 independent directors (4 non-independent directors). Director Weiqiu Lv was the last director to join the board, commencing their role in 2011. 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 • Oct 27Third quarter 2022 earnings released: EPS: CN¥0.044 (vs CN¥0.086 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.044 (down from CN¥0.086 in 3Q 2021). Revenue: CN¥1.24b (flat on 3Q 2021). Net income: CN¥77.0m (down 36% from 3Q 2021). Profit margin: 6.2% (down from 9.8% in 3Q 2021). Revenue is forecast to grow 42% p.a. on average during the next 3 years, compared to a 25% growth forecast for the Electrical industry in China. Over the last 3 years on average, earnings per share has increased by 87% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 24Second quarter 2022 earnings released: EPS: CN¥0.044 (vs CN¥0.097 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.044 (down from CN¥0.097 in 2Q 2021). Revenue: CN¥941.1m (down 16% from 2Q 2021). Net income: CN¥76.2m (down 44% from 2Q 2021). Profit margin: 8.1% (down from 12% in 2Q 2021). The decrease in margin was driven by lower revenue. Over the next year, revenue is forecast to grow 65%, compared to a 61% growth forecast for the Electrical industry in China. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.Reported Earnings • Apr 29First quarter 2022 earnings released: EPS: CN¥0.084 (vs CN¥0.047 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.084 (up from CN¥0.047 in 1Q 2021). Revenue: CN¥1.11b (up 25% from 1Q 2021). Net income: CN¥126.9m (up 94% from 1Q 2021). Profit margin: 11% (up from 7.4% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 52%, compared to a 52% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.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. 5 experienced directors. 3 highly experienced directors. 3 independent directors (5 non-independent directors). Director Weiqiu Lv was the last director to join the board, commencing their role in 2011. 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 20Full year 2021 earnings released: EPS: CN¥0.29 (vs CN¥0.005 in FY 2020)Full year 2021 results: EPS: CN¥0.29 (up from CN¥0.005 in FY 2020). Revenue: CN¥4.45b (up 106% from FY 2020). Net income: CN¥405.1m (up CN¥399.7m from FY 2020). Profit margin: 9.1% (up from 0.2% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 55%, compared to a 68% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 03Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: CN¥0.29 (up from CN¥0.005 in FY 2020). Revenue: CN¥4.48b (up 108% from FY 2020). Net income: CN¥404.4m (up CN¥399.1m from FY 2020). Profit margin: 9.0% (up from 0.2% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.6%. Over the next year, revenue is forecast to grow 44%, compared to a 63% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 41% per year whereas the company’s share price has increased by 42% per year.Valuation Update With 7 Day Price Move • Dec 25Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to CN¥15.79, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 32x in the Electrical industry in China. Total returns to shareholders of 289% over the past three years.Valuation Update With 7 Day Price Move • Nov 06Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to CN¥18.59, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 30x in the Electrical industry in China. Total returns to shareholders of 350% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥36.95 per share.Reported Earnings • Oct 31Third quarter 2021 earnings released: EPS CN¥0.086 (vs CN¥0.001 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥1.23b (up 115% from 3Q 2020). Net income: CN¥120.1m (up CN¥118.7m from 3Q 2020). Profit margin: 9.8% (up from 0.2% 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 10% per year but the company’s share price has increased by 78% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Aug 04Second quarter 2021 earnings released: EPS CN¥0.097 (vs CN¥0.007 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥1.12b (up 152% from 2Q 2020). Net income: CN¥136.1m (up CN¥144.5m from 2Q 2020). Profit margin: 12% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 42% per year, which means it is well ahead of earnings.Reported Earnings • Apr 28First quarter 2021 earnings released: EPS CN¥0.047 (vs CN¥0.008 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥889.5m (up 156% from 1Q 2020). Net income: CN¥65.4m (up CN¥74.7m from 1Q 2020). Profit margin: 7.4% (up from net loss in 1Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 74 percentage points per year, which is a significant difference in performance.Is New 90 Day High Low • Jan 21New 90-day high: CN¥11.76The company is up 94% from its price of CN¥6.07 on 23 October 2020. The Chinese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electrical industry, which is up 26% over the same period.Is New 90 Day High Low • Jan 04New 90-day high: CN¥10.18The company is up 90% from its price of CN¥5.35 on 30 September 2020. The Chinese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electrical industry, which is up 30% over the same period.Is New 90 Day High Low • Dec 18New 90-day high: CN¥8.07The company is up 41% from its price of CN¥5.71 on 18 September 2020. The Chinese market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electrical industry, which is up 14% over the same period.Is New 90 Day High Low • Nov 13New 90-day high: CN¥8.05The company is up 56% from its price of CN¥5.16 on 14 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 Electrical industry, which is up 9.0% over the same period.Reported Earnings • Oct 28Third quarter earnings releasedOver the last 12 months the company has reported total losses of CN¥310.3m, with earnings decreasing by CN¥407.2m from the prior year. Total revenue was CN¥1.24b over the last 12 months, down 53% from the prior year.Is New 90 Day High Low • Oct 27New 90-day high: CN¥6.49The company is up 36% from its price of CN¥4.77 on 29 July 2020. The Chinese market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electrical industry, which is up 10.0% over the same period.Is New 90 Day High Low • Oct 12New 90-day high: CN¥6.42The company is up 17% from its price of CN¥5.49 on 14 July 2020. The Chinese market is down 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electrical industry, which is down 2.0% over the same period.業績と収益の成長予測XSSC:600110 - 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12/31/202817,691585N/AN/A112/31/202715,063414N/AN/A112/31/202612,949309N/AN/A13/31/20268,462-221-1,310-317N/A12/31/20257,328-299-1,276-462N/A9/30/20256,361-2281891,067N/A6/30/20255,907-2657351,253N/A3/31/20255,637-295-112561N/A12/31/20245,277-352-190616N/A9/30/20244,819-224-1,256-496N/A6/30/20244,785-218-1,904-992N/A3/31/20244,519-117-2,013-919N/A12/31/20234,57227-2,223-1,071N/A9/30/20234,881106-1,952-462N/A6/30/20234,829235-1,270338N/A3/31/20234,700276-2321,098N/A12/31/20224,709352-432795N/A9/30/20224,5003643511,232N/A6/30/20224,4914075591,267N/A3/31/20224,668467278992N/A12/31/20214,4464054821,043N/A9/30/20214,0273435151,270N/A6/30/20213,370225-57483N/A3/31/20212,69680-61299N/A12/31/20202,1555174517N/A9/30/20201,888-202-12983N/A6/30/20201,904-18397316N/A3/31/20201,981-162240441N/A12/31/20192,150-122N/A327N/A9/30/20192,176100N/A411N/A6/30/20192,242107N/A478N/A3/31/20192,315104N/A-134N/A12/31/20182,32197N/A315N/A9/30/20182,40187N/A689N/A6/30/20182,420108N/A450N/A3/31/20182,445178N/A531N/A12/31/20172,538190N/A225N/A9/30/20172,524163N/A488N/A6/30/20172,371122N/A505N/A3/31/20172,26153N/A860N/A12/31/20162,00226N/A436N/A9/30/20161,882718N/A-268N/A6/30/20161,745145N/A-190N/A3/31/20161,792162N/A-222N/A12/31/20151,758161N/A430N/A9/30/20151,554-737N/A516N/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: 600110は今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 2.4% ) よりも高い成長率であると考えられます。収益対市場: 600110今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。高成長収益: 600110今後 3 年以内に収益を上げることが予想されます。収益対市場: 600110の収益 ( 23.4% ) CN市場 ( 16.1% ) 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: 600110の収益 ( 23.4% ) 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: 600110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 ( 7.3 %)。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2026/07/23 07:11終値2026/07/23 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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。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Nuode New Materials Co.,Ltd. 1 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。6 アナリスト機関Ya DingMinsheng Securities Co.Rachel L. ZhangMorgan StanleyJianwen ChenPing An Securities Co. Ltd.3 その他のアナリストを表示
お知らせ • Jun 30Nuode New Materials Co.,Ltd. to Report First Half, 2026 Results on Jul 31, 2026Nuode New Materials Co.,Ltd. announced that they will report first half, 2026 results on Jul 31, 2026
New Risk • Jun 15New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Chinese stocks, typically moving 11% 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 Interest payments are not well covered by earnings (1.2x net interest cover). Share price has been highly volatile over the past 3 months (11% average weekly change).
Board Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Ju Li was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 23Nuode New Materials Co.,Ltd., Annual General Meeting, May 13, 2026Nuode New Materials Co.,Ltd., Annual General Meeting, May 13, 2026, at 14:00 China Standard Time. Location: 30F, Tower A1, Chuangzhi Cloud Center, Guangxia Road, Futian District, Shenzhen, Guangdong China
お知らせ • Mar 30Nuode New Materials Co.,Ltd. to Report Q1, 2026 Results on Apr 23, 2026Nuode New Materials Co.,Ltd. announced that they will report Q1, 2026 results on Apr 23, 2026
お知らせ • Dec 26Nuode New Materials Co.,Ltd. to Report Fiscal Year 2025 Results on Apr 23, 2026Nuode New Materials Co.,Ltd. announced that they will report fiscal year 2025 results on Apr 23, 2026
お知らせ • Sep 30Nuode New Materials Co.,Ltd. to Report Q3, 2025 Results on Oct 23, 2025Nuode New Materials Co.,Ltd. announced that they will report Q3, 2025 results on Oct 23, 2025
お知らせ • Jun 30Nuode New Materials Co.,Ltd. to Report First Half, 2025 Results on Aug 30, 2025Nuode New Materials Co.,Ltd. announced that they will report first half, 2025 results on Aug 30, 2025
お知らせ • Apr 22Nuode New Materials Co.,Ltd., Annual General Meeting, May 13, 2025Nuode New Materials Co.,Ltd., Annual General Meeting, May 13, 2025, at 14:00 China Standard Time. Location: 30F, Tower A1, No. 1, Guangxia Road, Futian District, Shenzhen, Guangdong China
お知らせ • Mar 28Nuode New Materials Co.,Ltd. to Report Q1, 2025 Results on Apr 22, 2025Nuode New Materials Co.,Ltd. announced that they will report Q1, 2025 results on Apr 22, 2025
お知らせ • Dec 27Nuode New Materials Co.,Ltd. to Report Fiscal Year 2024 Results on Apr 30, 2025Nuode New Materials Co.,Ltd. announced that they will report fiscal year 2024 results on Apr 30, 2025
Reported Earnings • Oct 30Third quarter 2024 earnings released: CN¥0.033 loss per share (vs CN¥0.029 loss in 3Q 2023)Third quarter 2024 results: CN¥0.033 loss per share (further deteriorated from CN¥0.029 loss in 3Q 2023). Revenue: CN¥1.32b (down 8.4% from 3Q 2023). Net loss: CN¥58.4m (loss widened 14% from 3Q 2023). Revenue is forecast to grow 29% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Electrical industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 47 percentage points per year, which is a significant difference in performance.
New Risk • Sep 30New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 6.9% 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 Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Dividend is not well covered by earnings and cash flows. Payout ratio: 164% Paying a dividend despite having no free cash flows. Minor Risk Share price has been volatile over the past 3 months (6.9% average weekly change).
お知らせ • Sep 30Nuode New Materials Co.,Ltd. to Report Q3, 2024 Results on Oct 30, 2024Nuode New Materials Co.,Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024
Reported Earnings • Aug 28Second quarter 2024 earnings released: CN¥0.037 loss per share (vs CN¥0.02 profit in 2Q 2023)Second quarter 2024 results: CN¥0.037 loss per share (down from CN¥0.02 profit in 2Q 2023). Revenue: CN¥1.34b (up 23% from 2Q 2023). Net loss: CN¥64.7m (down 282% from profit in 2Q 2023). Revenue is forecast to grow 26% 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, the company's share price growth rate has exceeded its earnings growth rate by 25 percentage points per year, which is a significant difference in performance.
お知らせ • Jun 28Nuode New Materials Co.,Ltd. to Report First Half, 2024 Results on Aug 28, 2024Nuode New Materials Co.,Ltd. announced that they will report first half, 2024 results on Aug 28, 2024
Reported Earnings • May 03First quarter 2024 earnings released: CN¥0.054 loss per share (vs CN¥0.029 profit in 1Q 2023)First quarter 2024 results: CN¥0.054 loss per share (down from CN¥0.029 profit in 1Q 2023). Revenue: CN¥1.05b (down 8.8% from 1Q 2023). Net loss: CN¥94.4m (down 288% from profit in 1Q 2023). Revenue is forecast to grow 20% 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 fallen by 41% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.
Reported Earnings • Apr 11Full year 2023 earnings released: EPS: CN¥0.017 (vs CN¥0.21 in FY 2022)Full year 2023 results: EPS: CN¥0.017 (down from CN¥0.21 in FY 2022). Revenue: CN¥4.57b (down 2.9% from FY 2022). Net income: CN¥27.3m (down 92% from FY 2022). Profit margin: 0.6% (down from 7.5% in FY 2022). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 17% 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 fallen by 9% per year whereas the company’s share price has fallen by 10% per year.
お知らせ • Apr 10Nuode New Materials Co.,Ltd., Annual General Meeting, May 17, 2024Nuode New Materials Co.,Ltd., Annual General Meeting, May 17, 2024, at 14:00 China Standard Time. Location: The Company's Meeting Room, Shenzhen, Guangdong China
お知らせ • Mar 29Nuode New Materials Co.,Ltd. to Report Q1, 2024 Results on Apr 30, 2024Nuode New Materials Co.,Ltd. announced that they will report Q1, 2024 results on Apr 30, 2024
New Risk • Feb 09New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.4% 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 Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 164% Paying a dividend despite having no free cash flows. Earnings are forecast to decline by an average of 0.4% per year for the foreseeable future. High level of non-cash earnings (24% accrual ratio). Minor Risk Profit margins are more than 30% lower than last year (2.1% net profit margin).
Valuation Update With 7 Day Price Move • Feb 02Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to CN¥4.00, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 13x in the Electrical industry in China. Total loss to shareholders of 52% over the past three years.
お知らせ • Dec 29Nuode New Materials Co.,Ltd. to Report Fiscal Year 2023 Results on Apr 26, 2024Nuode New Materials Co.,Ltd. announced that they will report fiscal year 2023 results on Apr 26, 2024
Reported Earnings • Oct 26Third quarter 2023 earnings released: CN¥0.029 loss per share (vs CN¥0.044 profit in 3Q 2022)Third quarter 2023 results: CN¥0.029 loss per share (down from CN¥0.044 profit in 3Q 2022). Revenue: CN¥1.44b (up 17% from 3Q 2022). Net loss: CN¥51.4m (down 167% from profit in 3Q 2022). Revenue is forecast to grow 21% 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 30% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
お知らせ • Sep 30Nuode New Materials Co.,Ltd. to Report Q3, 2023 Results on Oct 26, 2023Nuode New Materials Co.,Ltd. announced that they will report Q3, 2023 results on Oct 26, 2023
New Risk • Aug 17New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 20% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (20% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (4.8% net profit margin).
Reported Earnings • Aug 17Second quarter 2023 earnings released: EPS: CN¥0.02 (vs CN¥0.044 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.02 (down from CN¥0.044 in 2Q 2022). Revenue: CN¥1.09b (up 16% from 2Q 2022). Net income: CN¥35.5m (down 53% from 2Q 2022). Profit margin: 3.3% (down from 8.1% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 32% 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 58% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 28Nuode New Materials Co.,Ltd. to Report First Half, 2023 Results on Aug 17, 2023Nuode New Materials Co.,Ltd. announced that they will report first half, 2023 results on Aug 17, 2023
Reported Earnings • Apr 26Full year 2022 earnings released: EPS: CN¥0.21 (vs CN¥0.29 in FY 2021)Full year 2022 results: EPS: CN¥0.21 (down from CN¥0.29 in FY 2021). Revenue: CN¥4.71b (up 5.9% from FY 2021). Net income: CN¥352.3m (down 13% from FY 2021). Profit margin: 7.5% (down from 9.1% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 43% p.a. on average during the next 2 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 92% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16Less 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. 6 experienced directors. 2 highly experienced directors. 3 independent directors (4 non-independent directors). Director Weiqiu Lv was the last director to join the board, commencing their role in 2011. 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 • Oct 27Third quarter 2022 earnings released: EPS: CN¥0.044 (vs CN¥0.086 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.044 (down from CN¥0.086 in 3Q 2021). Revenue: CN¥1.24b (flat on 3Q 2021). Net income: CN¥77.0m (down 36% from 3Q 2021). Profit margin: 6.2% (down from 9.8% in 3Q 2021). Revenue is forecast to grow 42% p.a. on average during the next 3 years, compared to a 25% growth forecast for the Electrical industry in China. Over the last 3 years on average, earnings per share has increased by 87% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 24Second quarter 2022 earnings released: EPS: CN¥0.044 (vs CN¥0.097 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.044 (down from CN¥0.097 in 2Q 2021). Revenue: CN¥941.1m (down 16% from 2Q 2021). Net income: CN¥76.2m (down 44% from 2Q 2021). Profit margin: 8.1% (down from 12% in 2Q 2021). The decrease in margin was driven by lower revenue. Over the next year, revenue is forecast to grow 65%, compared to a 61% growth forecast for the Electrical industry in China. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Apr 29First quarter 2022 earnings released: EPS: CN¥0.084 (vs CN¥0.047 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.084 (up from CN¥0.047 in 1Q 2021). Revenue: CN¥1.11b (up 25% from 1Q 2021). Net income: CN¥126.9m (up 94% from 1Q 2021). Profit margin: 11% (up from 7.4% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 52%, compared to a 52% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
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. 5 experienced directors. 3 highly experienced directors. 3 independent directors (5 non-independent directors). Director Weiqiu Lv was the last director to join the board, commencing their role in 2011. 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 20Full year 2021 earnings released: EPS: CN¥0.29 (vs CN¥0.005 in FY 2020)Full year 2021 results: EPS: CN¥0.29 (up from CN¥0.005 in FY 2020). Revenue: CN¥4.45b (up 106% from FY 2020). Net income: CN¥405.1m (up CN¥399.7m from FY 2020). Profit margin: 9.1% (up from 0.2% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 55%, compared to a 68% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 03Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: CN¥0.29 (up from CN¥0.005 in FY 2020). Revenue: CN¥4.48b (up 108% from FY 2020). Net income: CN¥404.4m (up CN¥399.1m from FY 2020). Profit margin: 9.0% (up from 0.2% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.6%. Over the next year, revenue is forecast to grow 44%, compared to a 63% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 41% per year whereas the company’s share price has increased by 42% per year.
Valuation Update With 7 Day Price Move • Dec 25Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to CN¥15.79, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 32x in the Electrical industry in China. Total returns to shareholders of 289% over the past three years.
Valuation Update With 7 Day Price Move • Nov 06Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to CN¥18.59, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 30x in the Electrical industry in China. Total returns to shareholders of 350% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥36.95 per share.
Reported Earnings • Oct 31Third quarter 2021 earnings released: EPS CN¥0.086 (vs CN¥0.001 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥1.23b (up 115% from 3Q 2020). Net income: CN¥120.1m (up CN¥118.7m from 3Q 2020). Profit margin: 9.8% (up from 0.2% 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 10% per year but the company’s share price has increased by 78% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Aug 04Second quarter 2021 earnings released: EPS CN¥0.097 (vs CN¥0.007 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥1.12b (up 152% from 2Q 2020). Net income: CN¥136.1m (up CN¥144.5m from 2Q 2020). Profit margin: 12% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 42% per year, which means it is well ahead of earnings.
Reported Earnings • Apr 28First quarter 2021 earnings released: EPS CN¥0.047 (vs CN¥0.008 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥889.5m (up 156% from 1Q 2020). Net income: CN¥65.4m (up CN¥74.7m from 1Q 2020). Profit margin: 7.4% (up from net loss in 1Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 74 percentage points per year, which is a significant difference in performance.
Is New 90 Day High Low • Jan 21New 90-day high: CN¥11.76The company is up 94% from its price of CN¥6.07 on 23 October 2020. The Chinese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electrical industry, which is up 26% over the same period.
Is New 90 Day High Low • Jan 04New 90-day high: CN¥10.18The company is up 90% from its price of CN¥5.35 on 30 September 2020. The Chinese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electrical industry, which is up 30% over the same period.
Is New 90 Day High Low • Dec 18New 90-day high: CN¥8.07The company is up 41% from its price of CN¥5.71 on 18 September 2020. The Chinese market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electrical industry, which is up 14% over the same period.
Is New 90 Day High Low • Nov 13New 90-day high: CN¥8.05The company is up 56% from its price of CN¥5.16 on 14 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 Electrical industry, which is up 9.0% over the same period.
Reported Earnings • Oct 28Third quarter earnings releasedOver the last 12 months the company has reported total losses of CN¥310.3m, with earnings decreasing by CN¥407.2m from the prior year. Total revenue was CN¥1.24b over the last 12 months, down 53% from the prior year.
Is New 90 Day High Low • Oct 27New 90-day high: CN¥6.49The company is up 36% from its price of CN¥4.77 on 29 July 2020. The Chinese market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electrical industry, which is up 10.0% over the same period.
Is New 90 Day High Low • Oct 12New 90-day high: CN¥6.42The company is up 17% from its price of CN¥5.49 on 14 July 2020. The Chinese market is down 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electrical industry, which is down 2.0% over the same period.