Xingye Leather Technology（002674）株式概要新影皮革科技有限公司は、その子会社とともに中国で皮革材料を提供している。 詳細002674 ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長0/6過去の実績1/6財務の健全性4/6配当金0/6リスク分析過去5年間で収益は年間11.8%減少しました。 CN市場と比較して、過去 3 か月間の株価の変動が非常に大きいすべてのリスクチェックを見る002674 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW487,236 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA487,236 investors already sharing narrativesYour Fair ValueCN¥Current PriceCN¥26.9320.2% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture06b2016201920222025202620282031Revenue CN¥5.6bEarnings CN¥199.7mAdvancedSet Fair ValueView all narrativesXingye Leather Technology Co., Ltd. 競合他社Zhejiang HangminLtdSymbol: SHSE:600987Market cap: CN¥6.7bZhejiang Xinao TextilesSymbol: SHSE:603889Market cap: CN¥5.4bKuangda Technology GroupSymbol: SZSE:002516Market cap: CN¥8.0bZhejiang YunzhongmaLtdSymbol: SHSE:603130Market cap: CN¥5.6b価格と性能株価の高値、安値、推移の概要Xingye Leather Technology過去の株価現在の株価CN¥26.9352週高値CN¥33.8852週安値CN¥10.38ベータ0.491ヶ月の変化-5.77%3ヶ月変化100.52%1年変化157.70%3年間の変化122.38%5年間の変化76.82%IPOからの変化112.89%最新ニュースValuation Update With 7 Day Price Move • 9hInvestor sentiment improves as stock rises 22%After last week's 22% share price gain to CN¥26.93, the stock trades at a trailing P/E ratio of 75.8x. Average trailing P/E is 32x in the Luxury industry in China. Total returns to shareholders of 138% over the past three years.Valuation Update With 7 Day Price Move • Jul 16Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥25.84, the stock trades at a forward P/E ratio of 46x. Average forward P/E is 14x in the Luxury industry in China. Total returns to shareholders of 118% over the past three years.お知らせ • Jun 30Xingye Leather Technology Co., Ltd. to Report First Half, 2026 Results on Aug 25, 2026Xingye Leather Technology Co., Ltd. announced that they will report first half, 2026 results on Aug 25, 2026New Risk • Jun 29New 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 8.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Jun 22Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥19.69, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 14x in the Luxury industry in China. Total returns to shareholders of 86% over the past three years.Valuation Update With 7 Day Price Move • May 25Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥15.97, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 14x in the Luxury industry in China. Total returns to shareholders of 58% over the past three years.最新情報をもっと見るRecent updatesValuation Update With 7 Day Price Move • 9hInvestor sentiment improves as stock rises 22%After last week's 22% share price gain to CN¥26.93, the stock trades at a trailing P/E ratio of 75.8x. Average trailing P/E is 32x in the Luxury industry in China. Total returns to shareholders of 138% over the past three years.Valuation Update With 7 Day Price Move • Jul 16Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥25.84, the stock trades at a forward P/E ratio of 46x. Average forward P/E is 14x in the Luxury industry in China. Total returns to shareholders of 118% over the past three years.お知らせ • Jun 30Xingye Leather Technology Co., Ltd. to Report First Half, 2026 Results on Aug 25, 2026Xingye Leather Technology Co., Ltd. announced that they will report first half, 2026 results on Aug 25, 2026New Risk • Jun 29New 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 8.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Jun 22Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥19.69, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 14x in the Luxury industry in China. Total returns to shareholders of 86% over the past three years.Valuation Update With 7 Day Price Move • May 25Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥15.97, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 14x in the Luxury industry in China. Total returns to shareholders of 58% over the past three years.お知らせ • Apr 28Xingye Leather Technology Co., Ltd., Annual General Meeting, May 19, 2026Xingye Leather Technology Co., Ltd., Annual General Meeting, May 19, 2026, at 14:30 China Standard Time. Location: The Company's Meeting Room, Jinjiang, Fujian Chinaお知らせ • Mar 31Xingye Leather Technology Co., Ltd. to Report Q1, 2026 Results on Apr 28, 2026Xingye Leather Technology Co., Ltd. announced that they will report Q1, 2026 results on Apr 28, 2026Valuation Update With 7 Day Price Move • Mar 23Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥11.93, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 15x in the Luxury industry in China. Total returns to shareholders of 18% over the past three years.Board Change • Jan 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 5 highly experienced directors. Independent Director Zhongchuan Dai was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.お知らせ • Dec 31Xingye Leather Technology Co., Ltd. to Report Fiscal Year 2025 Results on Apr 28, 2026Xingye Leather Technology Co., Ltd. announced that they will report fiscal year 2025 results on Apr 28, 2026New Risk • Oct 29New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.4% Last year net profit margin: 4.4% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (10% average weekly change). 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 (2.4% net profit margin).お知らせ • Sep 30Xingye Leather Technology Co., Ltd. to Report Q3, 2025 Results on Oct 29, 2025Xingye Leather Technology Co., Ltd. announced that they will report Q3, 2025 results on Oct 29, 2025Valuation Update With 7 Day Price Move • Sep 23Investor sentiment improves as stock rises 21%After last week's 21% share price gain to CN¥17.11, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 15x in the Luxury industry in China. Total returns to shareholders of 64% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥7.23 per share.Valuation Update With 7 Day Price Move • Sep 09Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥14.85, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 16x in the Luxury industry in China. Total returns to shareholders of 23% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥7.18 per share.New Risk • Sep 02New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 25% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.7% average weekly change). Large one-off items impacting financial results.Valuation Update With 7 Day Price Move • Aug 21Investor sentiment improves as stock rises 24%After last week's 24% share price gain to CN¥13.79, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 17x in the Luxury industry in China. Total returns to shareholders of 19% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥7.01 per share.New Risk • Aug 20New 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 6.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.6% average weekly change). Profit margins are more than 30% lower than last year (4.2% net profit margin).お知らせ • Jul 02Xingye Leather Technology Co., Ltd. to Report First Half, 2025 Results on Aug 26, 2025Xingye Leather Technology Co., Ltd. announced that they will report first half, 2025 results on Aug 26, 2025New Risk • Apr 27New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 38% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 143% Cash payout ratio: 108% Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (4.2% net profit margin).Reported Earnings • Apr 27First quarter 2025 earnings released: EPS: CN¥0.064 (vs CN¥0.12 in 1Q 2024)First quarter 2025 results: EPS: CN¥0.064 (down from CN¥0.12 in 1Q 2024). Revenue: CN¥627.0m (up 5.0% from 1Q 2024). Net income: CN¥18.9m (down 45% from 1Q 2024). Profit margin: 3.0% (down from 5.8% in 1Q 2024). Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Luxury industry in China. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.お知らせ • Apr 26Xingye Leather Technology Co., Ltd., Annual General Meeting, May 19, 2025Xingye Leather Technology Co., Ltd., Annual General Meeting, May 19, 2025, at 14:30 China Standard Time. Location: The Company's Meeting Room, Jinjiang, Fujian Chinaお知らせ • Mar 31Xingye Leather Technology Co., Ltd. to Report Q1, 2025 Results on Apr 26, 2025Xingye Leather Technology Co., Ltd. announced that they will report Q1, 2025 results on Apr 26, 2025お知らせ • Dec 31Xingye Leather Technology Co., Ltd. to Report Fiscal Year 2024 Results on Apr 26, 2025Xingye Leather Technology Co., Ltd. announced that they will report fiscal year 2024 results on Apr 26, 2025Valuation Update With 7 Day Price Move • Nov 06Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥10.63, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 12x in the Luxury industry in China. Total returns to shareholders of 13% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥7.52 per share.Buy Or Sell Opportunity • Nov 04Now 26% overvalued after recent price riseOver the last 90 days, the stock has risen 5.2% to CN¥9.43. The fair value is estimated to be CN¥7.48, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has declined by 5.5%. Revenue is forecast to grow by 37% in 2 years. Earnings are forecast to grow by 137% in the next 2 years.分析記事 • Nov 04Investors Can Find Comfort In Xingye Leather Technology's (SZSE:002674) Earnings QualityInvestors were disappointed with the weak earnings posted by Xingye Leather Technology Co., Ltd. ( SZSE:002674 ). While...Reported Earnings • Oct 29Third quarter 2024 earnings released: EPS: CN¥0.18 (vs CN¥0.28 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.18 (down from CN¥0.28 in 3Q 2023). Revenue: CN¥752.4m (up 1.1% from 3Q 2023). Net income: CN¥52.6m (down 35% from 3Q 2023). Profit margin: 7.0% (down from 11% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Luxury industry in China. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 5% per year.Buy Or Sell Opportunity • Oct 14Now 21% overvaluedOver the last 90 days, the stock has fallen 1.8% to CN¥8.88. The fair value is estimated to be CN¥7.34, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has declined by 5.6%. Revenue is forecast to grow by 32% in 2 years. Earnings are forecast to grow by 83% in the next 2 years.お知らせ • Sep 30Xingye Leather Technology Co., Ltd. to Report Q3, 2024 Results on Oct 29, 2024Xingye Leather Technology Co., Ltd. announced that they will report Q3, 2024 results on Oct 29, 2024Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 21%After last week's 21% share price gain to CN¥9.62, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 12x in the Luxury industry in China. Total loss to shareholders of 2.2% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥7.38 per share.Buy Or Sell Opportunity • Sep 27Now 22% overvaluedOver the last 90 days, the stock has fallen 13% to CN¥8.90. The fair value is estimated to be CN¥7.29, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has declined by 5.6%. Revenue is forecast to grow by 32% in 2 years. Earnings are forecast to grow by 83% in the next 2 years.分析記事 • Aug 22Xingye Leather Technology Co., Ltd. (SZSE:002674) Analysts Just Cut Their EPS Forecasts SubstantiallyThe analysts covering Xingye Leather Technology Co., Ltd. ( SZSE:002674 ) delivered a dose of negativity to...Reported Earnings • Aug 20Second quarter 2024 earnings released: EPS: CN¥0.077 (vs CN¥0.22 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.077 (down from CN¥0.22 in 2Q 2023). Revenue: CN¥664.5m (down 9.2% from 2Q 2023). Net income: CN¥22.5m (down 65% from 2Q 2023). Profit margin: 3.4% (down from 8.8% in 2Q 2023). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Luxury industry in China. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 19% per year, which means it is performing significantly worse than earnings.お知らせ • Jun 29Xingye Leather Technology Co., Ltd. to Report First Half, 2024 Results on Aug 20, 2024Xingye Leather Technology Co., Ltd. announced that they will report first half, 2024 results on Aug 20, 2024Declared Dividend • May 24Dividend increased to CN¥0.60Dividend of CN¥0.60 is 20% higher than last year. Ex-date: 29th May 2024 Payment date: 29th May 2024 Dividend yield will be 5.1%, which is higher than the industry average of 3.3%. Sustainability & Growth Dividend is not adequately covered by earnings (91% earnings payout ratio) nor is it covered by cash flows (219% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 1.1% to bring the payout ratio under control. EPS is expected to grow by 101% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.Reported Earnings • Apr 24First quarter 2024 earnings released: EPS: CN¥0.12 (vs CN¥0.097 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.12 (up from CN¥0.097 in 1Q 2023). Revenue: CN¥596.9m (up 29% from 1Q 2023). Net income: CN¥34.6m (up 22% from 1Q 2023). Profit margin: 5.8% (down from 6.1% in 1Q 2023). Revenue is forecast to grow 21% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Luxury industry in China. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 1% per year.分析記事 • Apr 24Here's Why We Think Xingye Leather Technology (SZSE:002674) Might Deserve Your Attention TodayIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...お知らせ • Apr 23Xingye Leather Technology Co., Ltd., Annual General Meeting, May 15, 2024Xingye Leather Technology Co., Ltd., Annual General Meeting, May 15, 2024, at 14:30 China Standard Time. Location: The Company's Meeting Room, Jinjiang, Fujian Chinaお知らせ • Mar 30Xingye Leather Technology Co., Ltd. to Report Q1, 2024 Results on Apr 23, 2024Xingye Leather Technology Co., Ltd. announced that they will report Q1, 2024 results on Apr 23, 2024Valuation Update With 7 Day Price Move • Feb 02Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥9.39, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 13x in the Luxury industry in China. Total loss to shareholders of 12% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥5.33 per share.お知らせ • Dec 29Xingye Leather Technology Co., Ltd. to Report Fiscal Year 2023 Results on Apr 23, 2024Xingye Leather Technology Co., Ltd. announced that they will report fiscal year 2023 results on Apr 23, 2024Reported Earnings • Nov 02Third quarter 2023 earnings released: EPS: CN¥0.28 (vs CN¥0.28 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.28 (up from CN¥0.28 in 3Q 2022). Revenue: CN¥744.5m (up 13% from 3Q 2022). Net income: CN¥80.7m (flat on 3Q 2022). Profit margin: 11% (down from 12% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Luxury industry in China. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 22Second quarter 2023 earnings released: EPS: CN¥0.22 (vs CN¥0.16 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.22 (up from CN¥0.16 in 2Q 2022). Revenue: CN¥732.0m (up 52% from 2Q 2022). Net income: CN¥64.5m (up 36% from 2Q 2022). Profit margin: 8.8% (down from 9.9% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Luxury industry in China. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.お知らせ • Jul 01Xingye Leather Technology Co., Ltd. to Report Q2, 2023 Results on Aug 22, 2023Xingye Leather Technology Co., Ltd. announced that they will report Q2, 2023 results on Aug 22, 2023お知らせ • Jun 03Xingye Leather Technology Co., Ltd. Implements Final Cash Dividend of A Shares for 2022, Payable on June 09, 2023Xingye Leather Technology Co., Ltd. implemented final cash dividend of CNY 5.00000000 per ten A shares (tax included) for 2022. Record date: 08 June 2023; Ex-date: 09 June 2023; Payment date: 09 June 2023.お知らせ • May 18Xingye Leather Technology Co., Ltd. Approves Cash Dividend for 2022Xingye Leather Technology Co., Ltd. approved Cash dividend/10 shares (tax included): CNY 5.00000000 for 2022, at its Annual General Meeting of 2022 on 16 May 2023.Reported Earnings • Apr 26First quarter 2023 earnings released: EPS: CN¥0.097 (vs CN¥0.013 in 1Q 2022)First quarter 2023 results: EPS: CN¥0.097 (up from CN¥0.013 in 1Q 2022). Revenue: CN¥464.1m (up 79% from 1Q 2022). Net income: CN¥28.4m (up CN¥24.5m from 1Q 2022). Profit margin: 6.1% (up from 1.5% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 19% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Luxury industry in China. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Board Change • Dec 29Less 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. 1 experienced director. 5 highly experienced directors. 1 independent director (2 non-independent directors). Non-Independent Director Ke Jinding 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.お知らせ • Dec 28Xingye Leather Technology Co., Ltd. Approves Executive ElectionsXingye Leather Technology Co., Ltd. announced that it has approved election of Cai Zongmiao as non-independent director; and Su Chaoying, Dai Zhongchuan and Chen Shoude as independent directors, at its Extraordinary General Meeting of 2022 held on 26 December 2022.Reported Earnings • Oct 25Third quarter 2022 earnings released: EPS: CN¥0.28 (vs CN¥0.21 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.28 (up from CN¥0.21 in 3Q 2021). Revenue: CN¥659.9m (up 53% from 3Q 2021). Net income: CN¥80.3m (up 31% from 3Q 2021). Profit margin: 12% (down from 14% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Luxury industry in China. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 24Second quarter 2022 earnings released: EPS: CN¥0.16 (vs CN¥0.33 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.16 (down from CN¥0.33 in 2Q 2021). Revenue: CN¥481.4m (down 8.9% from 2Q 2021). Net income: CN¥47.5m (down 50% from 2Q 2021). Profit margin: 9.9% (down from 18% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Aug 18Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥13.13, the stock trades at a trailing P/E ratio of 23.2x. Average trailing P/E is 22x in the Luxury industry in China. Total returns to shareholders of 25% over the past three years.Valuation Update With 7 Day Price Move • Jul 29Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥12.86, the stock trades at a trailing P/E ratio of 22.7x. Average trailing P/E is 21x in the Luxury industry in China. Total returns to shareholders of 17% over the past three years.Valuation Update With 7 Day Price Move • Jun 14Investor sentiment improved over the past weekAfter last week's 25% share price gain to CN¥12.32, the stock trades at a trailing P/E ratio of 21.8x. Average trailing P/E is 21x in the Luxury industry in China. Total returns to shareholders of 2.7% over the past three years.お知らせ • May 24Xingye Leather Technology Co., Ltd. Announces Cash Dividend, Payable on May 27, 2022Xingye Leather Technology Co., Ltd. announced 2021 final profit distribution plan to be implemented (A shares) as Cash dividend/10 shares (tax included): CNY 3.00000000. Record date as 26 May 2022, ex-date as May 27, 2022 and payment date as May 27, 2022.お知らせ • May 19Xingye Leather Technology Co., Ltd. Approves Cash Dividend for the Year 2021Xingye Leather Technology Co., Ltd. at the AGM, the shareholders approved a cash dividend of CNY 3.00000000 per 10 shares (tax included) for the year 2021.お知らせ • Apr 27Xingye Leather Technology Co., Ltd. Proposes Final Cash Dividend for 2021Xingye Leather Technology Co., Ltd. announced on 26 April 2022 the profit distribution proposal for 2021 as final cash dividend per 10 shares (tax included) of CNY 3.00000000.Reported Earnings • Apr 27First quarter 2022 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2022 results: EPS: CN¥0.013 (down from CN¥0.069 in 1Q 2021). Revenue: CN¥259.3m (down 5.8% from 1Q 2021). Net income: CN¥3.89m (down 81% from 1Q 2021). Profit margin: 1.5% (down from 7.3% in 1Q 2021). Revenue exceeded analyst estimates by 15%. Earnings per share (EPS) also surpassed analyst estimates by 96%. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.Buying Opportunity • Mar 29Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 8.8%. The fair value is estimated to be CN¥12.70, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.3% per annum over the last 3 years. Earnings per share has grown by 25% per annum over the last 3 years.Buying Opportunity • Mar 08Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 6.2%. The fair value is estimated to be CN¥12.73, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.3% per annum over the last 3 years. Earnings per share has grown by 25% per annum over the last 3 years.Buying Opportunity • Jan 27Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 4.3%. The fair value is estimated to be CN¥12.92, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.3% per annum over the last 3 years. Earnings per share has grown by 25% per annum over the last 3 years.Reported Earnings • Oct 26Third quarter 2021 earnings released: EPS CN¥0.21 (vs CN¥0.15 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥431.7m (up 2.1% from 3Q 2020). Net income: CN¥61.5m (up 42% from 3Q 2020). Profit margin: 14% (up from 10% in 3Q 2020). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 18Second quarter 2021 earnings released: EPS CN¥0.33 (vs CN¥0.024 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥528.3m (up 77% from 2Q 2020). Net income: CN¥95.8m (up CN¥88.7m from 2Q 2020). Profit margin: 18% (up from 2.4% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% 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 14Full year 2020 earnings released: EPS CN¥0.39 (vs CN¥0.39 in FY 2019)The company reported a soft full year result with weaker earnings and revenues, although profit margins were improved. Full year 2020 results: Revenue: CN¥1.46b (down 8.0% from FY 2019). Net income: CN¥115.5m (down 2.1% from FY 2019). Profit margin: 7.9% (up from 7.4% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 09Xingye Leather Technology Co., Ltd. to Report Fiscal Year 2020 Results on Apr 20, 2021Xingye Leather Technology Co., Ltd. announced that they will report fiscal year 2020 results on Apr 20, 2021Valuation Update With 7 Day Price Move • Dec 29Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥12.33, the stock is trading at a trailing P/E ratio of 52.9x, up from the previous P/E ratio of 45.3x. This compares to an average P/E of 28x in the Luxury industry in China. Total returns to shareholders over the past three years are 37%.Is New 90 Day High Low • Dec 22New 90-day low: CN¥10.57The company is down 22% from its price of CN¥13.60 on 23 September 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Luxury industry, which is down 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥1.98 per share.Valuation Update With 7 Day Price Move • Dec 15Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to CN¥15.49, the stock is trading at a trailing P/E ratio of 66.4x, down from the previous P/E ratio of 78.9x. This compares to an average P/E of 33x in the Luxury industry in China. Total returns to shareholders over the past three years are 72%.Is New 90 Day High Low • Nov 18New 90-day high: CN¥18.88The company is up 31% from its price of CN¥14.40 on 20 August 2020. The Chinese market is down 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥1.84 per share.Valuation Update With 7 Day Price Move • Nov 12Market bids up stock over the past weekAfter last week's 15% share price gain to CN¥18.35, the stock is trading at a trailing P/E ratio of 78.7x, up from the previous P/E ratio of 68.2x. This compares to an average P/E of 33x in the Luxury industry in China. Total returns to shareholders over the past three years are 85%.Valuation Update With 7 Day Price Move • Nov 06Market bids up stock over the past weekAfter last week's 16% share price gain to CN¥16.93, the stock is trading at a trailing P/E ratio of 72.6x, up from the previous P/E ratio of 62.7x. This compares to an average P/E of 32x in the Luxury industry in China. Total returns to shareholders over the past three years are 68%.Is New 90 Day High Low • Nov 02New 90-day high: CN¥15.34The company is up 14% from its price of CN¥13.49 on 04 August 2020. The Chinese market is down 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is down 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥1.89 per share.Valuation Update With 7 Day Price Move • Nov 02Market bids up stock over the past weekAfter last week's 23% share price gain to CN¥15.34, the stock is trading at a trailing P/E ratio of 65.8x, up from the previous P/E ratio of 53.5x. This compares to an average P/E of 30x in the Luxury industry in China. Total returns to shareholders over the past three years are 55%.Reported Earnings • Oct 28Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥69.3m, down 55% from the prior year. Total revenue was CN¥1.34b over the last 12 months, down 18% from the prior year.Price Target Changed • Oct 27Price target raised to CN¥10.07Up from CN¥8.90, the current price target is an average from 2 analysts. The new target price is 22% below the current share price of CN¥12.86. As of last close, the stock is up 2.1% over the past year.お知らせ • Oct 20Xingye Leather Technology Co., Ltd. to Report Q3, 2020 Results on Oct 27, 2020Xingye Leather Technology Co., Ltd. announced that they will report Q3, 2020 results on Oct 27, 2020Valuation Update With 7 Day Price Move • Oct 15Market bids up stock over the past weekAfter last week's 16% share price gain to CN¥12.76, the stock is trading at a trailing P/E ratio of 75.5x, up from the previous P/E ratio of 65.2x. This compares to an average P/E of 29x in the Luxury industry in China. Total returns to shareholders over the past three years are 25%.お知らせ • Aug 04Xingye Leather Technology Co., Ltd. to Report First Half, 2020 Results on Aug 25, 2020Xingye Leather Technology Co., Ltd. announced that they will report first half, 2020 results on Aug 25, 2020株主還元002674CN LuxuryCN 市場7D21.6%3.4%2.6%1Y157.7%-10.2%9.2%株主還元を見る業界別リターン: 002674過去 1 年間で-10.2 % の収益を上げたCN Luxury業界を上回りました。リターン対市場: 002674過去 1 年間で9.2 % の収益を上げたCN市場を上回りました。価格変動Is 002674's price volatile compared to industry and market?002674 volatility002674 Average Weekly Movement13.5%Luxury Industry Average Movement6.8%Market Average Movement7.4%10% most volatile stocks in CN Market12.6%10% least volatile stocks in CN Market4.4%安定した株価: 002674の株価は、 CN市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 002674の weekly volatility ( 14% ) は過去 1 年間安定していますが、依然としてCNの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19923,972Huiyong Sunwww.xingyeleather.com新影皮革科技有限公司は、子会社と共に中国で皮革材料を提供している。同社はナッパレザー、ナチュラルリンクルレザー、特殊効果レザーシリーズを提供しており、家具産業、皮革衣料品、鞄産業などの分野で使用されている。同社は靴のアッパー、バッグ、家具用の革を販売し、軍用革や特殊機能革も提供している。また、製品の輸出も行っている。同社は1992年に設立され、中国の錦江に本社を置いている。もっと見るXingye Leather Technology Co., Ltd. 基礎のまとめXingye Leather Technology の収益と売上を時価総額と比較するとどうか。002674 基礎統計学時価総額CN¥7.96b収益（TTM）CN¥105.07m売上高(TTM)CN¥2.95b75.8xPER（株価収益率2.7xP/Sレシオ002674 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002674 損益計算書（TTM）収益CN¥2.95b売上原価CN¥2.51b売上総利益CN¥436.39mその他の費用CN¥331.33m収益CN¥105.07m直近の収益報告Mar 31, 2026次回決算日Aug 25, 2026一株当たり利益（EPS）0.36グロス・マージン14.80%純利益率3.56%有利子負債／自己資本比率46.9%002674 の長期的なパフォーマンスは？過去の実績と比較を見る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2026/08/05 18:03終値2026/08/05 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Xingye Leather Technology Co., Ltd. 0 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。3 アナリスト機関Junhao FanChina International Capital Corporation LimitedChongguang FengCitic Securities Co., Ltd.Jie LiEverbright Securities Co. Ltd.
Valuation Update With 7 Day Price Move • 9hInvestor sentiment improves as stock rises 22%After last week's 22% share price gain to CN¥26.93, the stock trades at a trailing P/E ratio of 75.8x. Average trailing P/E is 32x in the Luxury industry in China. Total returns to shareholders of 138% over the past three years.
Valuation Update With 7 Day Price Move • Jul 16Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥25.84, the stock trades at a forward P/E ratio of 46x. Average forward P/E is 14x in the Luxury industry in China. Total returns to shareholders of 118% over the past three years.
お知らせ • Jun 30Xingye Leather Technology Co., Ltd. to Report First Half, 2026 Results on Aug 25, 2026Xingye Leather Technology Co., Ltd. announced that they will report first half, 2026 results on Aug 25, 2026
New Risk • Jun 29New 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 8.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Jun 22Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥19.69, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 14x in the Luxury industry in China. Total returns to shareholders of 86% over the past three years.
Valuation Update With 7 Day Price Move • May 25Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥15.97, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 14x in the Luxury industry in China. Total returns to shareholders of 58% over the past three years.
Valuation Update With 7 Day Price Move • 9hInvestor sentiment improves as stock rises 22%After last week's 22% share price gain to CN¥26.93, the stock trades at a trailing P/E ratio of 75.8x. Average trailing P/E is 32x in the Luxury industry in China. Total returns to shareholders of 138% over the past three years.
Valuation Update With 7 Day Price Move • Jul 16Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥25.84, the stock trades at a forward P/E ratio of 46x. Average forward P/E is 14x in the Luxury industry in China. Total returns to shareholders of 118% over the past three years.
お知らせ • Jun 30Xingye Leather Technology Co., Ltd. to Report First Half, 2026 Results on Aug 25, 2026Xingye Leather Technology Co., Ltd. announced that they will report first half, 2026 results on Aug 25, 2026
New Risk • Jun 29New 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 8.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Jun 22Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥19.69, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 14x in the Luxury industry in China. Total returns to shareholders of 86% over the past three years.
Valuation Update With 7 Day Price Move • May 25Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥15.97, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 14x in the Luxury industry in China. Total returns to shareholders of 58% over the past three years.
お知らせ • Apr 28Xingye Leather Technology Co., Ltd., Annual General Meeting, May 19, 2026Xingye Leather Technology Co., Ltd., Annual General Meeting, May 19, 2026, at 14:30 China Standard Time. Location: The Company's Meeting Room, Jinjiang, Fujian China
お知らせ • Mar 31Xingye Leather Technology Co., Ltd. to Report Q1, 2026 Results on Apr 28, 2026Xingye Leather Technology Co., Ltd. announced that they will report Q1, 2026 results on Apr 28, 2026
Valuation Update With 7 Day Price Move • Mar 23Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥11.93, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 15x in the Luxury industry in China. Total returns to shareholders of 18% over the past three years.
Board Change • Jan 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 5 highly experienced directors. Independent Director Zhongchuan Dai was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
お知らせ • Dec 31Xingye Leather Technology Co., Ltd. to Report Fiscal Year 2025 Results on Apr 28, 2026Xingye Leather Technology Co., Ltd. announced that they will report fiscal year 2025 results on Apr 28, 2026
New Risk • Oct 29New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.4% Last year net profit margin: 4.4% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (10% average weekly change). 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 (2.4% net profit margin).
お知らせ • Sep 30Xingye Leather Technology Co., Ltd. to Report Q3, 2025 Results on Oct 29, 2025Xingye Leather Technology Co., Ltd. announced that they will report Q3, 2025 results on Oct 29, 2025
Valuation Update With 7 Day Price Move • Sep 23Investor sentiment improves as stock rises 21%After last week's 21% share price gain to CN¥17.11, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 15x in the Luxury industry in China. Total returns to shareholders of 64% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥7.23 per share.
Valuation Update With 7 Day Price Move • Sep 09Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥14.85, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 16x in the Luxury industry in China. Total returns to shareholders of 23% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥7.18 per share.
New Risk • Sep 02New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 25% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.7% average weekly change). Large one-off items impacting financial results.
Valuation Update With 7 Day Price Move • Aug 21Investor sentiment improves as stock rises 24%After last week's 24% share price gain to CN¥13.79, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 17x in the Luxury industry in China. Total returns to shareholders of 19% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥7.01 per share.
New Risk • Aug 20New 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 6.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.6% average weekly change). Profit margins are more than 30% lower than last year (4.2% net profit margin).
お知らせ • Jul 02Xingye Leather Technology Co., Ltd. to Report First Half, 2025 Results on Aug 26, 2025Xingye Leather Technology Co., Ltd. announced that they will report first half, 2025 results on Aug 26, 2025
New Risk • Apr 27New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 38% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 143% Cash payout ratio: 108% Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (4.2% net profit margin).
Reported Earnings • Apr 27First quarter 2025 earnings released: EPS: CN¥0.064 (vs CN¥0.12 in 1Q 2024)First quarter 2025 results: EPS: CN¥0.064 (down from CN¥0.12 in 1Q 2024). Revenue: CN¥627.0m (up 5.0% from 1Q 2024). Net income: CN¥18.9m (down 45% from 1Q 2024). Profit margin: 3.0% (down from 5.8% in 1Q 2024). Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Luxury industry in China. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
お知らせ • Apr 26Xingye Leather Technology Co., Ltd., Annual General Meeting, May 19, 2025Xingye Leather Technology Co., Ltd., Annual General Meeting, May 19, 2025, at 14:30 China Standard Time. Location: The Company's Meeting Room, Jinjiang, Fujian China
お知らせ • Mar 31Xingye Leather Technology Co., Ltd. to Report Q1, 2025 Results on Apr 26, 2025Xingye Leather Technology Co., Ltd. announced that they will report Q1, 2025 results on Apr 26, 2025
お知らせ • Dec 31Xingye Leather Technology Co., Ltd. to Report Fiscal Year 2024 Results on Apr 26, 2025Xingye Leather Technology Co., Ltd. announced that they will report fiscal year 2024 results on Apr 26, 2025
Valuation Update With 7 Day Price Move • Nov 06Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥10.63, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 12x in the Luxury industry in China. Total returns to shareholders of 13% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥7.52 per share.
Buy Or Sell Opportunity • Nov 04Now 26% overvalued after recent price riseOver the last 90 days, the stock has risen 5.2% to CN¥9.43. The fair value is estimated to be CN¥7.48, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has declined by 5.5%. Revenue is forecast to grow by 37% in 2 years. Earnings are forecast to grow by 137% in the next 2 years.
分析記事 • Nov 04Investors Can Find Comfort In Xingye Leather Technology's (SZSE:002674) Earnings QualityInvestors were disappointed with the weak earnings posted by Xingye Leather Technology Co., Ltd. ( SZSE:002674 ). While...
Reported Earnings • Oct 29Third quarter 2024 earnings released: EPS: CN¥0.18 (vs CN¥0.28 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.18 (down from CN¥0.28 in 3Q 2023). Revenue: CN¥752.4m (up 1.1% from 3Q 2023). Net income: CN¥52.6m (down 35% from 3Q 2023). Profit margin: 7.0% (down from 11% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Luxury industry in China. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 5% per year.
Buy Or Sell Opportunity • Oct 14Now 21% overvaluedOver the last 90 days, the stock has fallen 1.8% to CN¥8.88. The fair value is estimated to be CN¥7.34, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has declined by 5.6%. Revenue is forecast to grow by 32% in 2 years. Earnings are forecast to grow by 83% in the next 2 years.
お知らせ • Sep 30Xingye Leather Technology Co., Ltd. to Report Q3, 2024 Results on Oct 29, 2024Xingye Leather Technology Co., Ltd. announced that they will report Q3, 2024 results on Oct 29, 2024
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 21%After last week's 21% share price gain to CN¥9.62, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 12x in the Luxury industry in China. Total loss to shareholders of 2.2% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥7.38 per share.
Buy Or Sell Opportunity • Sep 27Now 22% overvaluedOver the last 90 days, the stock has fallen 13% to CN¥8.90. The fair value is estimated to be CN¥7.29, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has declined by 5.6%. Revenue is forecast to grow by 32% in 2 years. Earnings are forecast to grow by 83% in the next 2 years.
分析記事 • Aug 22Xingye Leather Technology Co., Ltd. (SZSE:002674) Analysts Just Cut Their EPS Forecasts SubstantiallyThe analysts covering Xingye Leather Technology Co., Ltd. ( SZSE:002674 ) delivered a dose of negativity to...
Reported Earnings • Aug 20Second quarter 2024 earnings released: EPS: CN¥0.077 (vs CN¥0.22 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.077 (down from CN¥0.22 in 2Q 2023). Revenue: CN¥664.5m (down 9.2% from 2Q 2023). Net income: CN¥22.5m (down 65% from 2Q 2023). Profit margin: 3.4% (down from 8.8% in 2Q 2023). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Luxury industry in China. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 19% per year, which means it is performing significantly worse than earnings.
お知らせ • Jun 29Xingye Leather Technology Co., Ltd. to Report First Half, 2024 Results on Aug 20, 2024Xingye Leather Technology Co., Ltd. announced that they will report first half, 2024 results on Aug 20, 2024
Declared Dividend • May 24Dividend increased to CN¥0.60Dividend of CN¥0.60 is 20% higher than last year. Ex-date: 29th May 2024 Payment date: 29th May 2024 Dividend yield will be 5.1%, which is higher than the industry average of 3.3%. Sustainability & Growth Dividend is not adequately covered by earnings (91% earnings payout ratio) nor is it covered by cash flows (219% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 1.1% to bring the payout ratio under control. EPS is expected to grow by 101% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
Reported Earnings • Apr 24First quarter 2024 earnings released: EPS: CN¥0.12 (vs CN¥0.097 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.12 (up from CN¥0.097 in 1Q 2023). Revenue: CN¥596.9m (up 29% from 1Q 2023). Net income: CN¥34.6m (up 22% from 1Q 2023). Profit margin: 5.8% (down from 6.1% in 1Q 2023). Revenue is forecast to grow 21% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Luxury industry in China. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 1% per year.
分析記事 • Apr 24Here's Why We Think Xingye Leather Technology (SZSE:002674) Might Deserve Your Attention TodayIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
お知らせ • Apr 23Xingye Leather Technology Co., Ltd., Annual General Meeting, May 15, 2024Xingye Leather Technology Co., Ltd., Annual General Meeting, May 15, 2024, at 14:30 China Standard Time. Location: The Company's Meeting Room, Jinjiang, Fujian China
お知らせ • Mar 30Xingye Leather Technology Co., Ltd. to Report Q1, 2024 Results on Apr 23, 2024Xingye Leather Technology Co., Ltd. announced that they will report Q1, 2024 results on Apr 23, 2024
Valuation Update With 7 Day Price Move • Feb 02Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥9.39, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 13x in the Luxury industry in China. Total loss to shareholders of 12% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥5.33 per share.
お知らせ • Dec 29Xingye Leather Technology Co., Ltd. to Report Fiscal Year 2023 Results on Apr 23, 2024Xingye Leather Technology Co., Ltd. announced that they will report fiscal year 2023 results on Apr 23, 2024
Reported Earnings • Nov 02Third quarter 2023 earnings released: EPS: CN¥0.28 (vs CN¥0.28 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.28 (up from CN¥0.28 in 3Q 2022). Revenue: CN¥744.5m (up 13% from 3Q 2022). Net income: CN¥80.7m (flat on 3Q 2022). Profit margin: 11% (down from 12% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Luxury industry in China. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 22Second quarter 2023 earnings released: EPS: CN¥0.22 (vs CN¥0.16 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.22 (up from CN¥0.16 in 2Q 2022). Revenue: CN¥732.0m (up 52% from 2Q 2022). Net income: CN¥64.5m (up 36% from 2Q 2022). Profit margin: 8.8% (down from 9.9% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Luxury industry in China. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
お知らせ • Jul 01Xingye Leather Technology Co., Ltd. to Report Q2, 2023 Results on Aug 22, 2023Xingye Leather Technology Co., Ltd. announced that they will report Q2, 2023 results on Aug 22, 2023
お知らせ • Jun 03Xingye Leather Technology Co., Ltd. Implements Final Cash Dividend of A Shares for 2022, Payable on June 09, 2023Xingye Leather Technology Co., Ltd. implemented final cash dividend of CNY 5.00000000 per ten A shares (tax included) for 2022. Record date: 08 June 2023; Ex-date: 09 June 2023; Payment date: 09 June 2023.
お知らせ • May 18Xingye Leather Technology Co., Ltd. Approves Cash Dividend for 2022Xingye Leather Technology Co., Ltd. approved Cash dividend/10 shares (tax included): CNY 5.00000000 for 2022, at its Annual General Meeting of 2022 on 16 May 2023.
Reported Earnings • Apr 26First quarter 2023 earnings released: EPS: CN¥0.097 (vs CN¥0.013 in 1Q 2022)First quarter 2023 results: EPS: CN¥0.097 (up from CN¥0.013 in 1Q 2022). Revenue: CN¥464.1m (up 79% from 1Q 2022). Net income: CN¥28.4m (up CN¥24.5m from 1Q 2022). Profit margin: 6.1% (up from 1.5% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 19% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Luxury industry in China. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Board Change • Dec 29Less 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. 1 experienced director. 5 highly experienced directors. 1 independent director (2 non-independent directors). Non-Independent Director Ke Jinding 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.
お知らせ • Dec 28Xingye Leather Technology Co., Ltd. Approves Executive ElectionsXingye Leather Technology Co., Ltd. announced that it has approved election of Cai Zongmiao as non-independent director; and Su Chaoying, Dai Zhongchuan and Chen Shoude as independent directors, at its Extraordinary General Meeting of 2022 held on 26 December 2022.
Reported Earnings • Oct 25Third quarter 2022 earnings released: EPS: CN¥0.28 (vs CN¥0.21 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.28 (up from CN¥0.21 in 3Q 2021). Revenue: CN¥659.9m (up 53% from 3Q 2021). Net income: CN¥80.3m (up 31% from 3Q 2021). Profit margin: 12% (down from 14% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Luxury industry in China. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 24Second quarter 2022 earnings released: EPS: CN¥0.16 (vs CN¥0.33 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.16 (down from CN¥0.33 in 2Q 2021). Revenue: CN¥481.4m (down 8.9% from 2Q 2021). Net income: CN¥47.5m (down 50% from 2Q 2021). Profit margin: 9.9% (down from 18% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Aug 18Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥13.13, the stock trades at a trailing P/E ratio of 23.2x. Average trailing P/E is 22x in the Luxury industry in China. Total returns to shareholders of 25% over the past three years.
Valuation Update With 7 Day Price Move • Jul 29Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥12.86, the stock trades at a trailing P/E ratio of 22.7x. Average trailing P/E is 21x in the Luxury industry in China. Total returns to shareholders of 17% over the past three years.
Valuation Update With 7 Day Price Move • Jun 14Investor sentiment improved over the past weekAfter last week's 25% share price gain to CN¥12.32, the stock trades at a trailing P/E ratio of 21.8x. Average trailing P/E is 21x in the Luxury industry in China. Total returns to shareholders of 2.7% over the past three years.
お知らせ • May 24Xingye Leather Technology Co., Ltd. Announces Cash Dividend, Payable on May 27, 2022Xingye Leather Technology Co., Ltd. announced 2021 final profit distribution plan to be implemented (A shares) as Cash dividend/10 shares (tax included): CNY 3.00000000. Record date as 26 May 2022, ex-date as May 27, 2022 and payment date as May 27, 2022.
お知らせ • May 19Xingye Leather Technology Co., Ltd. Approves Cash Dividend for the Year 2021Xingye Leather Technology Co., Ltd. at the AGM, the shareholders approved a cash dividend of CNY 3.00000000 per 10 shares (tax included) for the year 2021.
お知らせ • Apr 27Xingye Leather Technology Co., Ltd. Proposes Final Cash Dividend for 2021Xingye Leather Technology Co., Ltd. announced on 26 April 2022 the profit distribution proposal for 2021 as final cash dividend per 10 shares (tax included) of CNY 3.00000000.
Reported Earnings • Apr 27First quarter 2022 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2022 results: EPS: CN¥0.013 (down from CN¥0.069 in 1Q 2021). Revenue: CN¥259.3m (down 5.8% from 1Q 2021). Net income: CN¥3.89m (down 81% from 1Q 2021). Profit margin: 1.5% (down from 7.3% in 1Q 2021). Revenue exceeded analyst estimates by 15%. Earnings per share (EPS) also surpassed analyst estimates by 96%. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.
Buying Opportunity • Mar 29Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 8.8%. The fair value is estimated to be CN¥12.70, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.3% per annum over the last 3 years. Earnings per share has grown by 25% per annum over the last 3 years.
Buying Opportunity • Mar 08Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 6.2%. The fair value is estimated to be CN¥12.73, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.3% per annum over the last 3 years. Earnings per share has grown by 25% per annum over the last 3 years.
Buying Opportunity • Jan 27Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 4.3%. The fair value is estimated to be CN¥12.92, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.3% per annum over the last 3 years. Earnings per share has grown by 25% per annum over the last 3 years.
Reported Earnings • Oct 26Third quarter 2021 earnings released: EPS CN¥0.21 (vs CN¥0.15 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥431.7m (up 2.1% from 3Q 2020). Net income: CN¥61.5m (up 42% from 3Q 2020). Profit margin: 14% (up from 10% in 3Q 2020). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 18Second quarter 2021 earnings released: EPS CN¥0.33 (vs CN¥0.024 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥528.3m (up 77% from 2Q 2020). Net income: CN¥95.8m (up CN¥88.7m from 2Q 2020). Profit margin: 18% (up from 2.4% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% 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 14Full year 2020 earnings released: EPS CN¥0.39 (vs CN¥0.39 in FY 2019)The company reported a soft full year result with weaker earnings and revenues, although profit margins were improved. Full year 2020 results: Revenue: CN¥1.46b (down 8.0% from FY 2019). Net income: CN¥115.5m (down 2.1% from FY 2019). Profit margin: 7.9% (up from 7.4% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 09Xingye Leather Technology Co., Ltd. to Report Fiscal Year 2020 Results on Apr 20, 2021Xingye Leather Technology Co., Ltd. announced that they will report fiscal year 2020 results on Apr 20, 2021
Valuation Update With 7 Day Price Move • Dec 29Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥12.33, the stock is trading at a trailing P/E ratio of 52.9x, up from the previous P/E ratio of 45.3x. This compares to an average P/E of 28x in the Luxury industry in China. Total returns to shareholders over the past three years are 37%.
Is New 90 Day High Low • Dec 22New 90-day low: CN¥10.57The company is down 22% from its price of CN¥13.60 on 23 September 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Luxury industry, which is down 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥1.98 per share.
Valuation Update With 7 Day Price Move • Dec 15Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to CN¥15.49, the stock is trading at a trailing P/E ratio of 66.4x, down from the previous P/E ratio of 78.9x. This compares to an average P/E of 33x in the Luxury industry in China. Total returns to shareholders over the past three years are 72%.
Is New 90 Day High Low • Nov 18New 90-day high: CN¥18.88The company is up 31% from its price of CN¥14.40 on 20 August 2020. The Chinese market is down 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥1.84 per share.
Valuation Update With 7 Day Price Move • Nov 12Market bids up stock over the past weekAfter last week's 15% share price gain to CN¥18.35, the stock is trading at a trailing P/E ratio of 78.7x, up from the previous P/E ratio of 68.2x. This compares to an average P/E of 33x in the Luxury industry in China. Total returns to shareholders over the past three years are 85%.
Valuation Update With 7 Day Price Move • Nov 06Market bids up stock over the past weekAfter last week's 16% share price gain to CN¥16.93, the stock is trading at a trailing P/E ratio of 72.6x, up from the previous P/E ratio of 62.7x. This compares to an average P/E of 32x in the Luxury industry in China. Total returns to shareholders over the past three years are 68%.
Is New 90 Day High Low • Nov 02New 90-day high: CN¥15.34The company is up 14% from its price of CN¥13.49 on 04 August 2020. The Chinese market is down 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is down 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥1.89 per share.
Valuation Update With 7 Day Price Move • Nov 02Market bids up stock over the past weekAfter last week's 23% share price gain to CN¥15.34, the stock is trading at a trailing P/E ratio of 65.8x, up from the previous P/E ratio of 53.5x. This compares to an average P/E of 30x in the Luxury industry in China. Total returns to shareholders over the past three years are 55%.
Reported Earnings • Oct 28Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥69.3m, down 55% from the prior year. Total revenue was CN¥1.34b over the last 12 months, down 18% from the prior year.
Price Target Changed • Oct 27Price target raised to CN¥10.07Up from CN¥8.90, the current price target is an average from 2 analysts. The new target price is 22% below the current share price of CN¥12.86. As of last close, the stock is up 2.1% over the past year.
お知らせ • Oct 20Xingye Leather Technology Co., Ltd. to Report Q3, 2020 Results on Oct 27, 2020Xingye Leather Technology Co., Ltd. announced that they will report Q3, 2020 results on Oct 27, 2020
Valuation Update With 7 Day Price Move • Oct 15Market bids up stock over the past weekAfter last week's 16% share price gain to CN¥12.76, the stock is trading at a trailing P/E ratio of 75.5x, up from the previous P/E ratio of 65.2x. This compares to an average P/E of 29x in the Luxury industry in China. Total returns to shareholders over the past three years are 25%.
お知らせ • Aug 04Xingye Leather Technology Co., Ltd. to Report First Half, 2020 Results on Aug 25, 2020Xingye Leather Technology Co., Ltd. announced that they will report first half, 2020 results on Aug 25, 2020
