Nanjing Develop Advanced Manufacturing（688377）株式概要南京発展先進製造有限公司 詳細688377 ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長5/6過去の実績5/6財務の健全性5/6配当金3/6報酬当社が推定した公正価値より65%で取引されている 収益は年間36.91%増加すると予測されています 過去1年間で収益は47.2%増加しました リスク分析不安定な配当実績 すべてのリスクチェックを見る688377 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW475,322 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 NarrativeBLINRODA475,322 investors already sharing narrativesYour Fair ValueCN¥Current PriceCN¥20.4641.9% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture03b2016201920222025202620282031Revenue CN¥3.2bEarnings CN¥306.5mAdvancedSet Fair ValueView all narrativesNanjing Develop Advanced Manufacturing Co., Ltd. 競合他社Shandong Sunway Chemical GroupSymbol: SZSE:002469Market cap: CN¥3.8bZhejiang Kingland Pipeline and TechnologiesLtdSymbol: SZSE:002443Market cap: CN¥4.3bShanghai SK Petroleum & Chemical EquipmentSymbol: SZSE:002278Market cap: CN¥3.1bCangzhou Mingzhu PlasticLtdSymbol: SZSE:002108Market cap: CN¥7.2b価格と性能株価の高値、安値、推移の概要Nanjing Develop Advanced Manufacturing過去の株価現在の株価CN¥20.5052週高値CN¥44.5752週安値CN¥17.59ベータ0.501ヶ月の変化-10.87%3ヶ月変化-34.50%1年変化-21.10%3年間の変化-3.68%5年間の変化55.70%IPOからの変化-38.50%最新ニュースValuation Update With 7 Day Price Move • Jul 13Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥20.54, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 24x in the Energy Services industry in China. Total loss to shareholders of 11% over the past three years.お知らせ • Jun 30Nanjing Develop Advanced Manufacturing Co., Ltd. to Report First Half, 2026 Results on Aug 22, 2026Nanjing Develop Advanced Manufacturing Co., Ltd. announced that they will report first half, 2026 results on Aug 22, 2026Price Target Changed • Jun 26Price target increased by 14% to CN¥42.00Up from CN¥36.88, the current price target is provided by 1 analyst. New target price is 78% above last closing price of CN¥23.63. Stock is up 15% over the past year. The company is forecast to post earnings per share of CN¥0.81 for next year compared to CN¥0.52 last year.Valuation Update With 7 Day Price Move • Jun 10Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to CN¥25.74, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 24x in the Energy Services industry in China. Total returns to shareholders of 32% over the past three years.Valuation Update With 7 Day Price Move • May 18Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥44.55, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 31x in the Energy Services industry in China. Total returns to shareholders of 75% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥69.32 per share.New Risk • May 13New 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 8.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: 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 (8.3% average weekly change).最新情報をもっと見るRecent updatesValuation Update With 7 Day Price Move • Jul 13Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥20.54, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 24x in the Energy Services industry in China. Total loss to shareholders of 11% over the past three years.お知らせ • Jun 30Nanjing Develop Advanced Manufacturing Co., Ltd. to Report First Half, 2026 Results on Aug 22, 2026Nanjing Develop Advanced Manufacturing Co., Ltd. announced that they will report first half, 2026 results on Aug 22, 2026Price Target Changed • Jun 26Price target increased by 14% to CN¥42.00Up from CN¥36.88, the current price target is provided by 1 analyst. New target price is 78% above last closing price of CN¥23.63. Stock is up 15% over the past year. The company is forecast to post earnings per share of CN¥0.81 for next year compared to CN¥0.52 last year.Valuation Update With 7 Day Price Move • Jun 10Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to CN¥25.74, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 24x in the Energy Services industry in China. Total returns to shareholders of 32% over the past three years.Valuation Update With 7 Day Price Move • May 18Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥44.55, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 31x in the Energy Services industry in China. Total returns to shareholders of 75% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥69.32 per share.New Risk • May 13New 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 8.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: 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 (8.3% average weekly change).New Risk • Apr 22New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 120% Dividend yield: 0.5% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.Reported Earnings • Apr 17Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: CN¥0.62 (up from CN¥0.44 in FY 2024). Revenue: CN¥1.21b (up 7.4% from FY 2024). Net income: CN¥119.4m (up 39% from FY 2024). Profit margin: 9.9% (up from 7.6% in FY 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 11%. Earnings per share (EPS) also missed analyst estimates by 17%. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Energy Services industry in China. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.お知らせ • Apr 17Nanjing Develop Advanced Manufacturing Co., Ltd., Annual General Meeting, May 07, 2026Nanjing Develop Advanced Manufacturing Co., Ltd., Annual General Meeting, May 07, 2026, at 14:00 China Standard Time. Location: 3F, No. 8, Dixi Road, Jiangbei New District, Nanjing, Jiangsu Chinaお知らせ • Mar 30Nanjing Develop Advanced Manufacturing Co., Ltd. to Report Q1, 2026 Results on Apr 25, 2026Nanjing Develop Advanced Manufacturing Co., Ltd. announced that they will report Q1, 2026 results on Apr 25, 2026Valuation Update With 7 Day Price Move • Mar 23Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to CN¥36.06, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 27x in the Energy Services industry in China. Total returns to shareholders of 18% over the past three years.New Risk • Mar 23New 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 7.9% 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. This is currently the only risk that has been identified for the company.Reported Earnings • Mar 05Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: CN¥0.63 (up from CN¥0.44 in FY 2024). Revenue: CN¥1.21b (up 7.4% from FY 2024). Net income: CN¥123.0m (up 44% from FY 2024). Profit margin: 10% (up from 7.6% in FY 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 11%. Earnings per share (EPS) also missed analyst estimates by 15%. Revenue is forecast to grow 29% p.a. on average during the next 2 years, compared to a 9.2% growth forecast for the Energy Services industry in China. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.お知らせ • Dec 26Nanjing Develop Advanced Manufacturing Co., Ltd. to Report Fiscal Year 2025 Results on Apr 17, 2026Nanjing Develop Advanced Manufacturing Co., Ltd. announced that they will report fiscal year 2025 results on Apr 17, 2026Reported Earnings • Oct 31Third quarter 2025 earnings released: EPS: CN¥0.19 (vs CN¥0.042 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.19 (up from CN¥0.042 in 3Q 2024). Revenue: CN¥310.2m (up 34% from 3Q 2024). Net income: CN¥38.2m (up 360% from 3Q 2024). Profit margin: 12% (up from 3.6% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Energy Services industry in China. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.お知らせ • Sep 30Nanjing Develop Advanced Manufacturing Co., Ltd. to Report Q3, 2025 Results on Oct 31, 2025Nanjing Develop Advanced Manufacturing Co., Ltd. announced that they will report Q3, 2025 results on Oct 31, 2025Valuation Update With 7 Day Price Move • Aug 11Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥31.70, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 16x in the Energy Services industry in China. Total loss to shareholders of 9.8% over the past three years.Valuation Update With 7 Day Price Move • Jul 22Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥28.90, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 14x in the Energy Services industry in China. Total loss to shareholders of 15% over the past three years.お知らせ • Jun 30Nanjing Develop Advanced Manufacturing Co., Ltd. to Report First Half, 2025 Results on Aug 28, 2025Nanjing Develop Advanced Manufacturing Co., Ltd. announced that they will report first half, 2025 results on Aug 28, 2025New Risk • Apr 28New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 7.1% Last year net profit margin: 11% 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: Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (9.7% average weekly change). Profit margins are more than 30% lower than last year (7.1% net profit margin).お知らせ • Apr 26Nanjing Develop Advanced Manufacturing Co., Ltd., Annual General Meeting, May 20, 2025Nanjing Develop Advanced Manufacturing Co., Ltd., Annual General Meeting, May 20, 2025, at 14:00 China Standard Time. Location: The Company's Meeting Room, Nanjing, Jiangsu ChinaNew Risk • Apr 07New 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 9.4% 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 Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (9.4% average weekly change).Valuation Update With 7 Day Price Move • Mar 31Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥20.02, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 18x in the Energy Services industry in China. Total loss to shareholders of 21% over the past three years.お知らせ • Mar 28Nanjing Develop Advanced Manufacturing Co., Ltd. to Report Q1, 2025 Results on Apr 26, 2025Nanjing Develop Advanced Manufacturing Co., Ltd. announced that they will report Q1, 2025 results on Apr 26, 2025Reported Earnings • Mar 02Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: CN¥4,800. Revenue: CN¥1.13b (down 6.8% from FY 2023). Net income: CN¥92.9m (down 35% from FY 2023). Profit margin: 8.2% (down from 12% in FY 2023). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 3.4%. Earnings per share (EPS) missed analyst estimates by 9.4%. Revenue is forecast to grow 23% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Energy Services industry in China.分析記事 • Jan 27Some Investors May Be Worried About Nanjing Develop Advanced Manufacturing's (SHSE:688377) Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...分析記事 • Dec 27Earnings Tell The Story For Nanjing Develop Advanced Manufacturing Co., Ltd. (SHSE:688377) As Its Stock Soars 34%Despite an already strong run, Nanjing Develop Advanced Manufacturing Co., Ltd. ( SHSE:688377 ) shares have been...お知らせ • Dec 27Nanjing Develop Advanced Manufacturing Co., Ltd. to Report Fiscal Year 2024 Results on Apr 26, 2025Nanjing Develop Advanced Manufacturing Co., Ltd. announced that they will report fiscal year 2024 results on Apr 26, 2025Valuation Update With 7 Day Price Move • Dec 06Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥17.89, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 17x in the Energy Services industry in China. Total returns to shareholders of 15% over the past three years.Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: CN¥0.042 (vs CN¥0.22 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.042 (down from CN¥0.22 in 3Q 2023). Revenue: CN¥231.6m (down 31% from 3Q 2023). Net income: CN¥8.31m (down 81% from 3Q 2023). Profit margin: 3.6% (down from 13% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Oct 15Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥13.80, the stock trades at a trailing P/E ratio of 22.8x. Average trailing P/E is 28x in the Energy Services industry in China. Total loss to shareholders of 8.4% over the past three years.分析記事 • Oct 08Even With A 52% Surge, Cautious Investors Are Not Rewarding Nanjing Develop Advanced Manufacturing Co., Ltd.'s (SHSE:688377) Performance CompletelyNanjing Develop Advanced Manufacturing Co., Ltd. ( SHSE:688377 ) shareholders would be excited to see that the share...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 8.0% 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 Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (8.0% average weekly change).お知らせ • Sep 30Nanjing Develop Advanced Manufacturing Co., Ltd. to Report Q3, 2024 Results on Oct 30, 2024Nanjing Develop Advanced Manufacturing Co., Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥12.27, the stock trades at a trailing P/E ratio of 20.3x. Average trailing P/E is 23x in the Energy Services industry in China. Total loss to shareholders of 20% over the past three years.Valuation Update With 7 Day Price Move • Sep 09Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥10.25, the stock trades at a trailing P/E ratio of 17x. Average trailing P/E is 22x in the Energy Services industry in China. Total loss to shareholders of 39% over the past three years.Reported Earnings • Aug 30Second quarter 2024 earnings released: EPS: CN¥0.14 (vs CN¥0.26 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.14 (down from CN¥0.26 in 2Q 2023). Revenue: CN¥276.6m (down 16% from 2Q 2023). Net income: CN¥27.3m (down 46% from 2Q 2023). Profit margin: 9.9% (down from 15% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.お知らせ • Jun 28Nanjing Develop Advanced Manufacturing Co., Ltd. to Report First Half, 2024 Results on Aug 30, 2024Nanjing Develop Advanced Manufacturing Co., Ltd. announced that they will report first half, 2024 results on Aug 30, 2024お知らせ • Apr 21Nanjing Develop Advanced Manufacturing Co., Ltd., Annual General Meeting, May 13, 2024Nanjing Develop Advanced Manufacturing Co., Ltd., Annual General Meeting, May 13, 2024, at 14:00 China Standard Time. Location: The Company's Meeting Room, Nanjing, Jiangsu ChinaReported Earnings • Apr 20First quarter 2024 earnings released: EPS: CN¥0.15 (vs CN¥0.16 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.15 (down from CN¥0.16 in 1Q 2023). Revenue: CN¥286.4m (up 5.8% from 1Q 2023). Net income: CN¥28.2m (down 7.4% from 1Q 2023). Profit margin: 9.9% (down from 11% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 35% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Energy Services industry in China. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Apr 03Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥19.54, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 15x in the Energy Services industry in China. Total returns to shareholders of 27% over the past three years.お知らせ • Mar 29Nanjing Develop Advanced Manufacturing Co., Ltd. to Report Q1, 2024 Results on Apr 20, 2024Nanjing Develop Advanced Manufacturing Co., Ltd. announced that they will report Q1, 2024 results on Apr 20, 2024Reported Earnings • Feb 24Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: CN¥0.74 (up from CN¥0.63 in FY 2022). Revenue: CN¥1.21b (up 23% from FY 2022). Net income: CN¥142.3m (up 17% from FY 2022). Profit margin: 12% (in line with FY 2022). Revenue missed analyst estimates by 15%. Earnings per share (EPS) also missed analyst estimates by 29%. Revenue is forecast to grow 31% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Energy Services industry in China. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.New Risk • Feb 08New 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 9.0% 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 Risk Share price has been highly volatile over the past 3 months (9.0% average weekly change). Minor Risk Paying a dividend despite having no free cash flows.Valuation Update With 7 Day Price Move • Feb 05Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to CN¥14.29, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 12x in the Energy Services industry in China. Total loss to shareholders of 2.6% over the past three years.Valuation Update With 7 Day Price Move • Jan 22Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥20.59, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 13x in the Energy Services industry in China. Total returns to shareholders of 30% over the past three years.Reported Earnings • Nov 01Third quarter 2023 earnings released: EPS: CN¥0.22 (vs CN¥0.22 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.22. Revenue: CN¥335.7m (up 18% from 3Q 2022). Net income: CN¥43.1m (up 3.5% from 3Q 2022). Profit margin: 13% (down from 15% in 3Q 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 17% growth forecast for the Energy Services industry in China.Valuation Update With 7 Day Price Move • Sep 19Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥30.14, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 17x in the Energy Services industry in China. Total returns to shareholders of 17% over the past three years.Reported Earnings • Aug 11Second quarter 2023 earnings released: EPS: CN¥0.26 (vs CN¥0.13 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.26 (up from CN¥0.13 in 2Q 2022). Revenue: CN¥329.6m (up 54% from 2Q 2022). Net income: CN¥50.6m (up 92% from 2Q 2022). Profit margin: 15% (up from 12% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 35% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Energy Services industry in China. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Jul 13Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥29.14, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 19x in the Energy Services industry in China. Total loss to shareholders of 9.1% over the past three years.Reported Earnings • Apr 22First quarter 2023 earnings released: EPS: CN¥0.16 (vs CN¥0.16 in 1Q 2022)First quarter 2023 results: EPS: CN¥0.16 (in line with 1Q 2022). Revenue: CN¥270.7m (up 35% from 1Q 2022). Net income: CN¥30.5m (flat on 1Q 2022). Profit margin: 11% (down from 15% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 34% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Energy Services industry in China.Reported Earnings • Mar 01Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: CN¥0.65 (up from CN¥0.17 in FY 2021). Revenue: CN¥982.8m (up 86% from FY 2021). Net income: CN¥125.4m (up 290% from FY 2021). Profit margin: 13% (up from 6.1% in FY 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.1%. Earnings per share (EPS) also missed analyst estimates by 3.0%. Revenue is forecast to grow 34% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Energy Services industry in China.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. 10 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). was the last director to join the board, commencing their role in . 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 29Third quarter 2022 earnings released: EPS: CN¥0.22 (vs CN¥0.041 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.22 (up from CN¥0.041 in 3Q 2021). Revenue: CN¥283.7m (up 106% from 3Q 2021). Net income: CN¥41.7m (up 391% from 3Q 2021). Profit margin: 15% (up from 6.2% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 38% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Energy Services industry in China.Reported Earnings • Aug 26Second quarter 2022 earnings released: EPS: CN¥0.13 (vs CN¥0.032 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.13 (up from CN¥0.032 in 2Q 2021). Revenue: CN¥214.3m (up 69% from 2Q 2021). Net income: CN¥26.4m (up 307% from 2Q 2021). Profit margin: 12% (up from 5.1% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 85%, compared to a 17% growth forecast for the Energy Services industry in China.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). was the last director to join the board, commencing their role in . 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 • Feb 28Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: EPS: CN¥0.18 (down from CN¥0.48 in FY 2020). Revenue: CN¥527.9m (down 25% from FY 2020). Net income: CN¥35.8m (down 56% from FY 2020). Profit margin: 6.8% (down from 11% in FY 2020). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) missed analyst estimates by 5.3%. Over the next year, revenue is forecast to grow 99%, compared to a 20% growth forecast for the industry in China.Reported Earnings • Nov 01Third quarter 2021 earnings released: EPS CN¥0.041 (vs CN¥0.06 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥137.5m (down 20% from 3Q 2020). Net income: CN¥8.49m (down 30% from 3Q 2020). Profit margin: 6.2% (down from 7.1% in 3Q 2020). The decrease in margin was driven by lower revenue.Reported Earnings • Aug 18Second quarter 2021 earnings released: EPS CN¥0.032 (vs CN¥0.21 in 2Q 2020)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥127.2m (down 40% from 2Q 2020). Net income: CN¥6.49m (down 79% from 2Q 2020). Profit margin: 5.1% (down from 14% in 2Q 2020).Reported Earnings • May 05First quarter 2021 earnings released: EPS CN¥0.07 (vs CN¥0.19 in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥121.4m (down 33% from 1Q 2020). Net income: CN¥12.8m (down 54% from 1Q 2020). Profit margin: 11% (down from 15% in 1Q 2020).Reported Earnings • Mar 31Full year 2020 earnings released: EPS CN¥0.45 (vs CN¥0.65 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: CN¥707.6m (up 2.0% from FY 2019). Net income: CN¥78.3m (down 18% from FY 2019). Profit margin: 11% (down from 14% in FY 2019). The decrease in margin was driven by higher expenses.Reported Earnings • Mar 04Full year 2020 earnings released: EPS CN¥0.45 (vs CN¥0.65 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: CN¥707.6m (up 2.0% from FY 2019). Net income: CN¥78.3m (down 18% from FY 2019). Profit margin: 11% (down from 14% in FY 2019). The decrease in margin was driven by higher expenses.Is New 90 Day High Low • Jan 29New 90-day low: CN¥15.91The company is down 29% from its price of CN¥22.52 on 30 October 2020. The Chinese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Energy Services industry, which is up 2.0% over the same period.Is New 90 Day High Low • Jan 13New 90-day low: CN¥16.03The company is down 38% from its price of CN¥25.84 on 15 October 2020. The Chinese market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Energy Services industry, which is down 4.0% over the same period.Is New 90 Day High Low • Dec 28New 90-day low: CN¥18.27The company is down 27% from its price of CN¥25.13 on 29 September 2020. The Chinese market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Energy Services industry, which is down 3.0% over the same period.Is New 90 Day High Low • Dec 11New 90-day low: CN¥21.77The company is down 14% from its price of CN¥25.33 on 11 September 2020. The Chinese market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Energy Services industry, which is down 1.0% over the same period.Is New 90 Day High Low • Oct 26New 90-day low: CN¥24.70The company is down 18% from its price of CN¥29.95 on 28 July 2020. The Chinese market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Energy Services industry, which is flat over the same period.株主還元688377CN Energy ServicesCN 市場7D9.7%5.2%5.1%1Y-21.1%45.8%12.8%株主還元を見る業界別リターン: 688377過去 1 年間で45.8 % の収益を上げたCN Energy Services業界を下回りました。リターン対市場: 688377は、過去 1 年間で12.8 % のリターンを上げたCN市場を下回りました。価格変動Is 688377's price volatile compared to industry and market?688377 volatility688377 Average Weekly Movement9.6%Energy Services Industry Average Movement8.4%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: 688377 、 CN市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 688377の 週次ボラティリティ ( 10% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト20091,013Li Zhangwww.nj-develop.com南京発展先進製造有限公司は、中国内外の石油・ガス産業向け部品・コンポーネントの研究開発、製造、販売を行っている。同社は、地上設備とクリスマスツリー部品、海底、フラクチャリング、掘削設備部品、その他の製品を提供している。同社の製品は、深海海底掘削と生産、シェールガス破砕、地表坑口とクリスマスツリー、BOP、高圧流体輸送システム、風力発電、原子力発電の分野で使用されている。Nanjing Develop Advanced Manufacturing Co., Ltd.は2009年に設立され、中国の南京を拠点としている。もっと見るNanjing Develop Advanced Manufacturing Co., Ltd. 基礎のまとめNanjing Develop Advanced Manufacturing の収益と売上を時価総額と比較するとどうか。688377 基礎統計学時価総額CN¥4.79b収益（TTM）CN¥115.45m売上高(TTM)CN¥1.22b41.5xPER（株価収益率3.9xP/Sレシオ688377 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688377 損益計算書（TTM）収益CN¥1.22b売上原価CN¥939.09m売上総利益CN¥277.21mその他の費用CN¥161.76m収益CN¥115.45m直近の収益報告Mar 31, 2026次回決算日Aug 22, 2026一株当たり利益（EPS）0.49グロス・マージン22.79%純利益率9.49%有利子負債／自己資本比率18.7%688377 の長期的なパフォーマンスは？過去の実績と比較を見る配当金0.8%現在の配当利回り33%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/07 04:07終値2026/08/07 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Nanjing Develop Advanced Manufacturing 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。1 アナリスト機関Zihua HuangUBS Investment Bank
Valuation Update With 7 Day Price Move • Jul 13Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥20.54, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 24x in the Energy Services industry in China. Total loss to shareholders of 11% over the past three years.
お知らせ • Jun 30Nanjing Develop Advanced Manufacturing Co., Ltd. to Report First Half, 2026 Results on Aug 22, 2026Nanjing Develop Advanced Manufacturing Co., Ltd. announced that they will report first half, 2026 results on Aug 22, 2026
Price Target Changed • Jun 26Price target increased by 14% to CN¥42.00Up from CN¥36.88, the current price target is provided by 1 analyst. New target price is 78% above last closing price of CN¥23.63. Stock is up 15% over the past year. The company is forecast to post earnings per share of CN¥0.81 for next year compared to CN¥0.52 last year.
Valuation Update With 7 Day Price Move • Jun 10Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to CN¥25.74, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 24x in the Energy Services industry in China. Total returns to shareholders of 32% over the past three years.
Valuation Update With 7 Day Price Move • May 18Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥44.55, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 31x in the Energy Services industry in China. Total returns to shareholders of 75% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥69.32 per share.
New Risk • May 13New 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 8.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: 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 (8.3% average weekly change).
Valuation Update With 7 Day Price Move • Jul 13Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥20.54, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 24x in the Energy Services industry in China. Total loss to shareholders of 11% over the past three years.
お知らせ • Jun 30Nanjing Develop Advanced Manufacturing Co., Ltd. to Report First Half, 2026 Results on Aug 22, 2026Nanjing Develop Advanced Manufacturing Co., Ltd. announced that they will report first half, 2026 results on Aug 22, 2026
Price Target Changed • Jun 26Price target increased by 14% to CN¥42.00Up from CN¥36.88, the current price target is provided by 1 analyst. New target price is 78% above last closing price of CN¥23.63. Stock is up 15% over the past year. The company is forecast to post earnings per share of CN¥0.81 for next year compared to CN¥0.52 last year.
Valuation Update With 7 Day Price Move • Jun 10Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to CN¥25.74, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 24x in the Energy Services industry in China. Total returns to shareholders of 32% over the past three years.
Valuation Update With 7 Day Price Move • May 18Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥44.55, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 31x in the Energy Services industry in China. Total returns to shareholders of 75% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥69.32 per share.
New Risk • May 13New 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 8.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: 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 (8.3% average weekly change).
New Risk • Apr 22New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 120% Dividend yield: 0.5% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
Reported Earnings • Apr 17Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: CN¥0.62 (up from CN¥0.44 in FY 2024). Revenue: CN¥1.21b (up 7.4% from FY 2024). Net income: CN¥119.4m (up 39% from FY 2024). Profit margin: 9.9% (up from 7.6% in FY 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 11%. Earnings per share (EPS) also missed analyst estimates by 17%. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Energy Services industry in China. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
お知らせ • Apr 17Nanjing Develop Advanced Manufacturing Co., Ltd., Annual General Meeting, May 07, 2026Nanjing Develop Advanced Manufacturing Co., Ltd., Annual General Meeting, May 07, 2026, at 14:00 China Standard Time. Location: 3F, No. 8, Dixi Road, Jiangbei New District, Nanjing, Jiangsu China
お知らせ • Mar 30Nanjing Develop Advanced Manufacturing Co., Ltd. to Report Q1, 2026 Results on Apr 25, 2026Nanjing Develop Advanced Manufacturing Co., Ltd. announced that they will report Q1, 2026 results on Apr 25, 2026
Valuation Update With 7 Day Price Move • Mar 23Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to CN¥36.06, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 27x in the Energy Services industry in China. Total returns to shareholders of 18% over the past three years.
New Risk • Mar 23New 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 7.9% 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. This is currently the only risk that has been identified for the company.
Reported Earnings • Mar 05Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: CN¥0.63 (up from CN¥0.44 in FY 2024). Revenue: CN¥1.21b (up 7.4% from FY 2024). Net income: CN¥123.0m (up 44% from FY 2024). Profit margin: 10% (up from 7.6% in FY 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 11%. Earnings per share (EPS) also missed analyst estimates by 15%. Revenue is forecast to grow 29% p.a. on average during the next 2 years, compared to a 9.2% growth forecast for the Energy Services industry in China. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
お知らせ • Dec 26Nanjing Develop Advanced Manufacturing Co., Ltd. to Report Fiscal Year 2025 Results on Apr 17, 2026Nanjing Develop Advanced Manufacturing Co., Ltd. announced that they will report fiscal year 2025 results on Apr 17, 2026
Reported Earnings • Oct 31Third quarter 2025 earnings released: EPS: CN¥0.19 (vs CN¥0.042 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.19 (up from CN¥0.042 in 3Q 2024). Revenue: CN¥310.2m (up 34% from 3Q 2024). Net income: CN¥38.2m (up 360% from 3Q 2024). Profit margin: 12% (up from 3.6% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Energy Services industry in China. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
お知らせ • Sep 30Nanjing Develop Advanced Manufacturing Co., Ltd. to Report Q3, 2025 Results on Oct 31, 2025Nanjing Develop Advanced Manufacturing Co., Ltd. announced that they will report Q3, 2025 results on Oct 31, 2025
Valuation Update With 7 Day Price Move • Aug 11Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥31.70, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 16x in the Energy Services industry in China. Total loss to shareholders of 9.8% over the past three years.
Valuation Update With 7 Day Price Move • Jul 22Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥28.90, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 14x in the Energy Services industry in China. Total loss to shareholders of 15% over the past three years.
お知らせ • Jun 30Nanjing Develop Advanced Manufacturing Co., Ltd. to Report First Half, 2025 Results on Aug 28, 2025Nanjing Develop Advanced Manufacturing Co., Ltd. announced that they will report first half, 2025 results on Aug 28, 2025
New Risk • Apr 28New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 7.1% Last year net profit margin: 11% 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: Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (9.7% average weekly change). Profit margins are more than 30% lower than last year (7.1% net profit margin).
お知らせ • Apr 26Nanjing Develop Advanced Manufacturing Co., Ltd., Annual General Meeting, May 20, 2025Nanjing Develop Advanced Manufacturing Co., Ltd., Annual General Meeting, May 20, 2025, at 14:00 China Standard Time. Location: The Company's Meeting Room, Nanjing, Jiangsu China
New Risk • Apr 07New 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 9.4% 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 Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (9.4% average weekly change).
Valuation Update With 7 Day Price Move • Mar 31Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥20.02, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 18x in the Energy Services industry in China. Total loss to shareholders of 21% over the past three years.
お知らせ • Mar 28Nanjing Develop Advanced Manufacturing Co., Ltd. to Report Q1, 2025 Results on Apr 26, 2025Nanjing Develop Advanced Manufacturing Co., Ltd. announced that they will report Q1, 2025 results on Apr 26, 2025
Reported Earnings • Mar 02Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: CN¥4,800. Revenue: CN¥1.13b (down 6.8% from FY 2023). Net income: CN¥92.9m (down 35% from FY 2023). Profit margin: 8.2% (down from 12% in FY 2023). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 3.4%. Earnings per share (EPS) missed analyst estimates by 9.4%. Revenue is forecast to grow 23% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Energy Services industry in China.
分析記事 • Jan 27Some Investors May Be Worried About Nanjing Develop Advanced Manufacturing's (SHSE:688377) Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...
分析記事 • Dec 27Earnings Tell The Story For Nanjing Develop Advanced Manufacturing Co., Ltd. (SHSE:688377) As Its Stock Soars 34%Despite an already strong run, Nanjing Develop Advanced Manufacturing Co., Ltd. ( SHSE:688377 ) shares have been...
お知らせ • Dec 27Nanjing Develop Advanced Manufacturing Co., Ltd. to Report Fiscal Year 2024 Results on Apr 26, 2025Nanjing Develop Advanced Manufacturing Co., Ltd. announced that they will report fiscal year 2024 results on Apr 26, 2025
Valuation Update With 7 Day Price Move • Dec 06Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥17.89, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 17x in the Energy Services industry in China. Total returns to shareholders of 15% over the past three years.
Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: CN¥0.042 (vs CN¥0.22 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.042 (down from CN¥0.22 in 3Q 2023). Revenue: CN¥231.6m (down 31% from 3Q 2023). Net income: CN¥8.31m (down 81% from 3Q 2023). Profit margin: 3.6% (down from 13% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Oct 15Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥13.80, the stock trades at a trailing P/E ratio of 22.8x. Average trailing P/E is 28x in the Energy Services industry in China. Total loss to shareholders of 8.4% over the past three years.
分析記事 • Oct 08Even With A 52% Surge, Cautious Investors Are Not Rewarding Nanjing Develop Advanced Manufacturing Co., Ltd.'s (SHSE:688377) Performance CompletelyNanjing Develop Advanced Manufacturing Co., Ltd. ( SHSE:688377 ) shareholders would be excited to see that the share...
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 8.0% 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 Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (8.0% average weekly change).
お知らせ • Sep 30Nanjing Develop Advanced Manufacturing Co., Ltd. to Report Q3, 2024 Results on Oct 30, 2024Nanjing Develop Advanced Manufacturing Co., Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024
Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥12.27, the stock trades at a trailing P/E ratio of 20.3x. Average trailing P/E is 23x in the Energy Services industry in China. Total loss to shareholders of 20% over the past three years.
Valuation Update With 7 Day Price Move • Sep 09Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥10.25, the stock trades at a trailing P/E ratio of 17x. Average trailing P/E is 22x in the Energy Services industry in China. Total loss to shareholders of 39% over the past three years.
Reported Earnings • Aug 30Second quarter 2024 earnings released: EPS: CN¥0.14 (vs CN¥0.26 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.14 (down from CN¥0.26 in 2Q 2023). Revenue: CN¥276.6m (down 16% from 2Q 2023). Net income: CN¥27.3m (down 46% from 2Q 2023). Profit margin: 9.9% (down from 15% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
お知らせ • Jun 28Nanjing Develop Advanced Manufacturing Co., Ltd. to Report First Half, 2024 Results on Aug 30, 2024Nanjing Develop Advanced Manufacturing Co., Ltd. announced that they will report first half, 2024 results on Aug 30, 2024
お知らせ • Apr 21Nanjing Develop Advanced Manufacturing Co., Ltd., Annual General Meeting, May 13, 2024Nanjing Develop Advanced Manufacturing Co., Ltd., Annual General Meeting, May 13, 2024, at 14:00 China Standard Time. Location: The Company's Meeting Room, Nanjing, Jiangsu China
Reported Earnings • Apr 20First quarter 2024 earnings released: EPS: CN¥0.15 (vs CN¥0.16 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.15 (down from CN¥0.16 in 1Q 2023). Revenue: CN¥286.4m (up 5.8% from 1Q 2023). Net income: CN¥28.2m (down 7.4% from 1Q 2023). Profit margin: 9.9% (down from 11% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 35% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Energy Services industry in China. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Apr 03Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥19.54, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 15x in the Energy Services industry in China. Total returns to shareholders of 27% over the past three years.
お知らせ • Mar 29Nanjing Develop Advanced Manufacturing Co., Ltd. to Report Q1, 2024 Results on Apr 20, 2024Nanjing Develop Advanced Manufacturing Co., Ltd. announced that they will report Q1, 2024 results on Apr 20, 2024
Reported Earnings • Feb 24Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: CN¥0.74 (up from CN¥0.63 in FY 2022). Revenue: CN¥1.21b (up 23% from FY 2022). Net income: CN¥142.3m (up 17% from FY 2022). Profit margin: 12% (in line with FY 2022). Revenue missed analyst estimates by 15%. Earnings per share (EPS) also missed analyst estimates by 29%. Revenue is forecast to grow 31% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Energy Services industry in China. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
New Risk • Feb 08New 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 9.0% 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 Risk Share price has been highly volatile over the past 3 months (9.0% average weekly change). Minor Risk Paying a dividend despite having no free cash flows.
Valuation Update With 7 Day Price Move • Feb 05Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to CN¥14.29, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 12x in the Energy Services industry in China. Total loss to shareholders of 2.6% over the past three years.
Valuation Update With 7 Day Price Move • Jan 22Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥20.59, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 13x in the Energy Services industry in China. Total returns to shareholders of 30% over the past three years.
Reported Earnings • Nov 01Third quarter 2023 earnings released: EPS: CN¥0.22 (vs CN¥0.22 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.22. Revenue: CN¥335.7m (up 18% from 3Q 2022). Net income: CN¥43.1m (up 3.5% from 3Q 2022). Profit margin: 13% (down from 15% in 3Q 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 17% growth forecast for the Energy Services industry in China.
Valuation Update With 7 Day Price Move • Sep 19Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥30.14, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 17x in the Energy Services industry in China. Total returns to shareholders of 17% over the past three years.
Reported Earnings • Aug 11Second quarter 2023 earnings released: EPS: CN¥0.26 (vs CN¥0.13 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.26 (up from CN¥0.13 in 2Q 2022). Revenue: CN¥329.6m (up 54% from 2Q 2022). Net income: CN¥50.6m (up 92% from 2Q 2022). Profit margin: 15% (up from 12% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 35% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Energy Services industry in China. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Jul 13Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥29.14, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 19x in the Energy Services industry in China. Total loss to shareholders of 9.1% over the past three years.
Reported Earnings • Apr 22First quarter 2023 earnings released: EPS: CN¥0.16 (vs CN¥0.16 in 1Q 2022)First quarter 2023 results: EPS: CN¥0.16 (in line with 1Q 2022). Revenue: CN¥270.7m (up 35% from 1Q 2022). Net income: CN¥30.5m (flat on 1Q 2022). Profit margin: 11% (down from 15% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 34% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Energy Services industry in China.
Reported Earnings • Mar 01Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: CN¥0.65 (up from CN¥0.17 in FY 2021). Revenue: CN¥982.8m (up 86% from FY 2021). Net income: CN¥125.4m (up 290% from FY 2021). Profit margin: 13% (up from 6.1% in FY 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.1%. Earnings per share (EPS) also missed analyst estimates by 3.0%. Revenue is forecast to grow 34% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Energy Services industry in China.
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. 10 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). was the last director to join the board, commencing their role in . 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 29Third quarter 2022 earnings released: EPS: CN¥0.22 (vs CN¥0.041 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.22 (up from CN¥0.041 in 3Q 2021). Revenue: CN¥283.7m (up 106% from 3Q 2021). Net income: CN¥41.7m (up 391% from 3Q 2021). Profit margin: 15% (up from 6.2% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 38% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Energy Services industry in China.
Reported Earnings • Aug 26Second quarter 2022 earnings released: EPS: CN¥0.13 (vs CN¥0.032 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.13 (up from CN¥0.032 in 2Q 2021). Revenue: CN¥214.3m (up 69% from 2Q 2021). Net income: CN¥26.4m (up 307% from 2Q 2021). Profit margin: 12% (up from 5.1% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 85%, compared to a 17% growth forecast for the Energy Services industry in China.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). was the last director to join the board, commencing their role in . 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 • Feb 28Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: EPS: CN¥0.18 (down from CN¥0.48 in FY 2020). Revenue: CN¥527.9m (down 25% from FY 2020). Net income: CN¥35.8m (down 56% from FY 2020). Profit margin: 6.8% (down from 11% in FY 2020). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) missed analyst estimates by 5.3%. Over the next year, revenue is forecast to grow 99%, compared to a 20% growth forecast for the industry in China.
Reported Earnings • Nov 01Third quarter 2021 earnings released: EPS CN¥0.041 (vs CN¥0.06 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥137.5m (down 20% from 3Q 2020). Net income: CN¥8.49m (down 30% from 3Q 2020). Profit margin: 6.2% (down from 7.1% in 3Q 2020). The decrease in margin was driven by lower revenue.
Reported Earnings • Aug 18Second quarter 2021 earnings released: EPS CN¥0.032 (vs CN¥0.21 in 2Q 2020)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥127.2m (down 40% from 2Q 2020). Net income: CN¥6.49m (down 79% from 2Q 2020). Profit margin: 5.1% (down from 14% in 2Q 2020).
Reported Earnings • May 05First quarter 2021 earnings released: EPS CN¥0.07 (vs CN¥0.19 in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥121.4m (down 33% from 1Q 2020). Net income: CN¥12.8m (down 54% from 1Q 2020). Profit margin: 11% (down from 15% in 1Q 2020).
Reported Earnings • Mar 31Full year 2020 earnings released: EPS CN¥0.45 (vs CN¥0.65 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: CN¥707.6m (up 2.0% from FY 2019). Net income: CN¥78.3m (down 18% from FY 2019). Profit margin: 11% (down from 14% in FY 2019). The decrease in margin was driven by higher expenses.
Reported Earnings • Mar 04Full year 2020 earnings released: EPS CN¥0.45 (vs CN¥0.65 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: CN¥707.6m (up 2.0% from FY 2019). Net income: CN¥78.3m (down 18% from FY 2019). Profit margin: 11% (down from 14% in FY 2019). The decrease in margin was driven by higher expenses.
Is New 90 Day High Low • Jan 29New 90-day low: CN¥15.91The company is down 29% from its price of CN¥22.52 on 30 October 2020. The Chinese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Energy Services industry, which is up 2.0% over the same period.
Is New 90 Day High Low • Jan 13New 90-day low: CN¥16.03The company is down 38% from its price of CN¥25.84 on 15 October 2020. The Chinese market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Energy Services industry, which is down 4.0% over the same period.
Is New 90 Day High Low • Dec 28New 90-day low: CN¥18.27The company is down 27% from its price of CN¥25.13 on 29 September 2020. The Chinese market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Energy Services industry, which is down 3.0% over the same period.
Is New 90 Day High Low • Dec 11New 90-day low: CN¥21.77The company is down 14% from its price of CN¥25.33 on 11 September 2020. The Chinese market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Energy Services industry, which is down 1.0% over the same period.
Is New 90 Day High Low • Oct 26New 90-day low: CN¥24.70The company is down 18% from its price of CN¥29.95 on 28 July 2020. The Chinese market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Energy Services industry, which is flat over the same period.
