Hubei Sinophorus Electronic MaterialsLtd（688545）株式概要湖北中鳳電子材料有限公司 詳細688545 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5/6過去の実績3/6財務の健全性5/6配当金1/6報酬収益は年間50.52%増加すると予測されています 過去1年間で収益は26.3%増加しました リスク分析高いレベルの非現金収入 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688545 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW461,592 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 NarrativeBLINRODA461,592 investors already sharing narrativesYour Fair ValueCN¥Current PriceCN¥82.1670.7% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture09b2016201920222025202620282031Revenue CN¥9.4bEarnings CN¥1.2bAdvancedSet Fair ValueView all narrativesHubei Sinophorus Electronic Materials Co.,Ltd. 競合他社Xinfengming GroupSymbol: SHSE:603225Market cap: CN¥31.4bHubei Zhenhua ChemicalLtdSymbol: SHSE:603067Market cap: CN¥25.7bFSPG Hi-TechSymbol: SZSE:000973Market cap: CN¥35.4bZhejiang Zhenshi New MaterialsSymbol: SHSE:601112Market cap: CN¥26.4b価格と性能株価の高値、安値、推移の概要Hubei Sinophorus Electronic MaterialsLtd過去の株価現在の株価CN¥82.1652週高値CN¥148.3852週安値CN¥29.95ベータ01ヶ月の変化3.00%3ヶ月変化0.20%1年変化146.06%3年間の変化n/a5年間の変化n/aIPOからの変化199.96%最新ニュースReported Earnings • Aug 19Second quarter 2026 earnings released: EPS: CN¥0.16 (vs CN¥0.14 in 2Q 2025)Second quarter 2026 results: EPS: CN¥0.16 (up from CN¥0.14 in 2Q 2025). Revenue: CN¥519.7m (up 50% from 2Q 2025). Net income: CN¥59.1m (up 16% from 2Q 2025). Profit margin: 11% (down from 15% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 40% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Chemicals industry in China.お知らせ • Jun 30Hubei Sinophorus Electronic Materials Co.,Ltd. to Report First Half, 2026 Results on Aug 18, 2026Hubei Sinophorus Electronic Materials Co.,Ltd. announced that they will report first half, 2026 results on Aug 18, 2026New Risk • May 11New 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 10% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (10% average weekly change). High level of non-cash earnings (23% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.Major Estimate Revision • Apr 09Consensus revenue estimates increase by 15%The consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from CN¥2.12b to CN¥2.44b. EPS estimate unchanged from CN¥1.42 at last update. Chemicals industry in China expected to see average net income growth of 50% next year. Consensus price target of CN¥69.00 unchanged from last update. Share price rose 8.7% to CN¥48.45 over the past week.お知らせ • Apr 02Hubei Sinophorus Electronic Materials Co.,Ltd. announced that it expects to receive CNY 300 million in fundingHubei Sinophorus Electronic Materials Co.,Ltd. announced a private placement of A shares not more than 30% of total share capital at a price of not less than 80% of the average price in the 20 trading days before the pricing reference date for gross proceeds of not more than CNY 300,000,000 on March 31, 2026. The transaction will include participation from not more than 35 investors. The shares cannot be transferred within 6 months from the issuance closing date. The transaction has been approved at the 6th meeting of the 2nd directorate of the company. The transaction is subject to the approval at the company’s annual shareholders meeting of 2025.Reported Earnings • Mar 31Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: CN¥0.59. Revenue: CN¥1.47b (up 30% from FY 2024). Net income: CN¥206.8m (up 30% from FY 2024). Profit margin: 14% (in line with FY 2024). Revenue missed analyst estimates by 9.8%. Earnings per share (EPS) also missed analyst estimates by 12%. Revenue is forecast to grow 32% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Chemicals industry in China.最新情報をもっと見るRecent updatesReported Earnings • Aug 19Second quarter 2026 earnings released: EPS: CN¥0.16 (vs CN¥0.14 in 2Q 2025)Second quarter 2026 results: EPS: CN¥0.16 (up from CN¥0.14 in 2Q 2025). Revenue: CN¥519.7m (up 50% from 2Q 2025). Net income: CN¥59.1m (up 16% from 2Q 2025). Profit margin: 11% (down from 15% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 40% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Chemicals industry in China.お知らせ • Jun 30Hubei Sinophorus Electronic Materials Co.,Ltd. to Report First Half, 2026 Results on Aug 18, 2026Hubei Sinophorus Electronic Materials Co.,Ltd. announced that they will report first half, 2026 results on Aug 18, 2026New Risk • May 11New 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 10% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (10% average weekly change). High level of non-cash earnings (23% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.Major Estimate Revision • Apr 09Consensus revenue estimates increase by 15%The consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from CN¥2.12b to CN¥2.44b. EPS estimate unchanged from CN¥1.42 at last update. Chemicals industry in China expected to see average net income growth of 50% next year. Consensus price target of CN¥69.00 unchanged from last update. Share price rose 8.7% to CN¥48.45 over the past week.お知らせ • Apr 02Hubei Sinophorus Electronic Materials Co.,Ltd. announced that it expects to receive CNY 300 million in fundingHubei Sinophorus Electronic Materials Co.,Ltd. announced a private placement of A shares not more than 30% of total share capital at a price of not less than 80% of the average price in the 20 trading days before the pricing reference date for gross proceeds of not more than CNY 300,000,000 on March 31, 2026. The transaction will include participation from not more than 35 investors. The shares cannot be transferred within 6 months from the issuance closing date. The transaction has been approved at the 6th meeting of the 2nd directorate of the company. The transaction is subject to the approval at the company’s annual shareholders meeting of 2025.Reported Earnings • Mar 31Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: CN¥0.59. Revenue: CN¥1.47b (up 30% from FY 2024). Net income: CN¥206.8m (up 30% from FY 2024). Profit margin: 14% (in line with FY 2024). Revenue missed analyst estimates by 9.8%. Earnings per share (EPS) also missed analyst estimates by 12%. Revenue is forecast to grow 32% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Chemicals industry in China.お知らせ • Mar 31Hubei Sinophorus Electronic Materials Co.,Ltd., Annual General Meeting, Apr 23, 2026Hubei Sinophorus Electronic Materials Co.,Ltd., Annual General Meeting, Apr 23, 2026, at 14:40 China Standard Time. Location: 34F, No. 188-9, Yanjiang Avenue, Wujiagang District, Yichang, Hubei Chinaお知らせ • Mar 30Hubei Sinophorus Electronic Materials Co.,Ltd. to Report Q1, 2026 Results on Apr 28, 2026Hubei Sinophorus Electronic Materials Co.,Ltd. announced that they will report Q1, 2026 results on Apr 28, 2026New Risk • Jan 31New 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 9.6% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (9.6% average weekly change). High level of non-cash earnings (22% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.Buy Or Sell Opportunity • Jan 05Now 20% overvaluedOver the last 90 days, the stock has fallen 5.4% to CN¥39.04. The fair value is estimated to be CN¥32.43, 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 5.5%. Revenue is forecast to grow by 96% in 2 years. Earnings are forecast to grow by 139% in the next 2 years.お知らせ • Dec 26Hubei Sinophorus Electronic Materials Co.,Ltd. to Report Fiscal Year 2025 Results on Mar 31, 2026Hubei Sinophorus Electronic Materials Co.,Ltd. announced that they will report fiscal year 2025 results on Mar 31, 2026Buy Or Sell Opportunity • Dec 17Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 18% to CN¥38.34. The fair value is estimated to be CN¥31.89, 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 5.5%. Revenue is forecast to grow by 96% in 2 years. Earnings are forecast to grow by 139% in the next 2 years.Valuation Update With 7 Day Price Move • Dec 16Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥38.14, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 24x in the Chemicals industry in China.Buy Or Sell Opportunity • Nov 13Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 12% to CN¥38.19. The fair value is estimated to be CN¥31.82, 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 5.5%. Revenue is forecast to grow by 96% in 2 years. Earnings are forecast to grow by 139% in the next 2 years.Reported Earnings • Oct 25Third quarter 2025 earnings released: EPS: CN¥0.17 (vs CN¥0.10 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.17 (up from CN¥0.10 in 3Q 2024). Revenue: CN¥390.5m (up 31% from 3Q 2024). Net income: CN¥61.0m (up 127% from 3Q 2024). Profit margin: 16% (up from 9.0% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 31% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Chemicals industry in China.Buy Or Sell Opportunity • Oct 21Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 30% to CN¥37.17. The fair value is estimated to be CN¥30.74, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last year. Earnings per share has grown by 7.1%. Revenue is forecast to grow by 94% in 2 years. Earnings are forecast to grow by 137% in the next 2 years.お知らせ • Sep 30Hubei Sinophorus Electronic Materials Co.,Ltd. to Report Q3, 2025 Results on Oct 25, 2025Hubei Sinophorus Electronic Materials Co.,Ltd. announced that they will report Q3, 2025 results on Oct 25, 2025New Risk • Sep 24New 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 7.7% 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. 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 (7.7% average weekly change).Buy Or Sell Opportunity • Sep 24Now 28% overvalued after recent price riseOver the last 90 days, the stock has risen 49% to CN¥39.32. The fair value is estimated to be CN¥30.82, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last year. Earnings per share has grown by 7.1%. Revenue is forecast to grow by 94% in 2 years. Earnings are forecast to grow by 137% in the next 2 years.Reported Earnings • Aug 21Second quarter 2025 earnings releasedSecond quarter 2025 results: EPS: CN¥0.14. Net income: CN¥51.2m (up CN¥51.2m from 2Q 2024). Revenue is forecast to grow 30% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Chemicals industry in China.お知らせ • Jun 30Hubei Sinophorus Electronic Materials Co.,Ltd. to Report First Half, 2025 Results on Aug 19, 2025Hubei Sinophorus Electronic Materials Co.,Ltd. announced that they will report first half, 2025 results on Aug 19, 2025Reported Earnings • May 02First quarter 2025 earnings releasedFirst quarter 2025 results: EPS: CN¥0.16. Net income: CN¥53.3m (up CN¥53.3m from 1Q 2024).お知らせ • Apr 01Hubei Sinophorus Electronic Materials Co.,Ltd., Annual General Meeting, Apr 24, 2025Hubei Sinophorus Electronic Materials Co.,Ltd., Annual General Meeting, Apr 24, 2025, at 15:00 China Standard Time. Location: No. 188-9, Yanjiang Avenue, Wujiagang District, Yichang, Hubei Chinaお知らせ • Mar 28Hubei Sinophorus Electronic Materials Co.,Ltd. to Report Q1, 2025 Results on Apr 29, 2025Hubei Sinophorus Electronic Materials Co.,Ltd. announced that they will report Q1, 2025 results on Apr 29, 2025New Risk • Jan 31New major risk - Revenue and earnings growthRevenue has declined by 2.0% over the past year. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If revenues are declining, then it is difficult for the company to prevent its earnings from declining as well. A trend of falling revenue can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Revenue has declined by 2.0% over the past year. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (15% net profit margin).Board Change • Jan 22Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 6 new directors. No experienced directors. No highly experienced directors. 1 independent director (2 non-independent directors). Employee Supervisor Na Tang is the most experienced director on the board, commencing their role in 2022. Independent Director Wenxi He was the last independent 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: Minority of independent directors. Lack of board continuity. Lack of experienced directors.株主還元688545CN ChemicalsCN 市場7D-3.5%-2.8%-2.7%1Y146.1%23.0%4.6%株主還元を見る業界別リターン: 688545過去 1 年間で23 % の収益を上げたCN Chemicals業界を上回りました。リターン対市場: 688545過去 1 年間で4.6 % の収益を上げたCN市場を上回りました。価格変動Is 688545's price volatile compared to industry and market?688545 volatility688545 Average Weekly Movement16.5%Chemicals Industry Average Movement7.8%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: 688545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: 688545の weekly volatility ( 16% ) 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2008881Rui Yewww.sinophorus.com湖北中鳳電子材料有限公司は、中国で電子薬品の研究開発、製造、販売を行っている。主な製品は、電子グレードのリン酸や硫酸などの一般的な湿式電子化学品、エッチング液、現像液、洗浄剤、再生剤、剥離液などの機能性湿式電子化学品など。同社は2008年に設立され、中国の宜昌に拠点を置いている。もっと見るHubei Sinophorus Electronic Materials Co.,Ltd. 基礎のまとめHubei Sinophorus Electronic MaterialsLtd の収益と売上を時価総額と比較するとどうか。688545 基礎統計学時価総額CN¥29.58b収益（TTM）CN¥225.52m売上高(TTM)CN¥1.77b131.2xPER（株価収益率16.7xP/Sレシオ688545 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688545 損益計算書（TTM）収益CN¥1.77b売上原価CN¥1.33b売上総利益CN¥435.08mその他の費用CN¥209.56m収益CN¥225.52m直近の収益報告Jun 30, 2026次回決算日Aug 26, 2026一株当たり利益（EPS）0.63グロス・マージン24.60%純利益率12.75%有利子負債／自己資本比率6.1%688545 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0.4%現在の配当利回り48%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2026/08/20 22:56終値2026/08/20 00:00収益2026/06/30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Hubei Sinophorus Electronic Materials Co.,Ltd. 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。1 アナリスト機関Chao LiCitic Securities Co., Ltd.
Reported Earnings • Aug 19Second quarter 2026 earnings released: EPS: CN¥0.16 (vs CN¥0.14 in 2Q 2025)Second quarter 2026 results: EPS: CN¥0.16 (up from CN¥0.14 in 2Q 2025). Revenue: CN¥519.7m (up 50% from 2Q 2025). Net income: CN¥59.1m (up 16% from 2Q 2025). Profit margin: 11% (down from 15% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 40% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Chemicals industry in China.
お知らせ • Jun 30Hubei Sinophorus Electronic Materials Co.,Ltd. to Report First Half, 2026 Results on Aug 18, 2026Hubei Sinophorus Electronic Materials Co.,Ltd. announced that they will report first half, 2026 results on Aug 18, 2026
New Risk • May 11New 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 10% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (10% average weekly change). High level of non-cash earnings (23% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.
Major Estimate Revision • Apr 09Consensus revenue estimates increase by 15%The consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from CN¥2.12b to CN¥2.44b. EPS estimate unchanged from CN¥1.42 at last update. Chemicals industry in China expected to see average net income growth of 50% next year. Consensus price target of CN¥69.00 unchanged from last update. Share price rose 8.7% to CN¥48.45 over the past week.
お知らせ • Apr 02Hubei Sinophorus Electronic Materials Co.,Ltd. announced that it expects to receive CNY 300 million in fundingHubei Sinophorus Electronic Materials Co.,Ltd. announced a private placement of A shares not more than 30% of total share capital at a price of not less than 80% of the average price in the 20 trading days before the pricing reference date for gross proceeds of not more than CNY 300,000,000 on March 31, 2026. The transaction will include participation from not more than 35 investors. The shares cannot be transferred within 6 months from the issuance closing date. The transaction has been approved at the 6th meeting of the 2nd directorate of the company. The transaction is subject to the approval at the company’s annual shareholders meeting of 2025.
Reported Earnings • Mar 31Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: CN¥0.59. Revenue: CN¥1.47b (up 30% from FY 2024). Net income: CN¥206.8m (up 30% from FY 2024). Profit margin: 14% (in line with FY 2024). Revenue missed analyst estimates by 9.8%. Earnings per share (EPS) also missed analyst estimates by 12%. Revenue is forecast to grow 32% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Chemicals industry in China.
Reported Earnings • Aug 19Second quarter 2026 earnings released: EPS: CN¥0.16 (vs CN¥0.14 in 2Q 2025)Second quarter 2026 results: EPS: CN¥0.16 (up from CN¥0.14 in 2Q 2025). Revenue: CN¥519.7m (up 50% from 2Q 2025). Net income: CN¥59.1m (up 16% from 2Q 2025). Profit margin: 11% (down from 15% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 40% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Chemicals industry in China.
お知らせ • Jun 30Hubei Sinophorus Electronic Materials Co.,Ltd. to Report First Half, 2026 Results on Aug 18, 2026Hubei Sinophorus Electronic Materials Co.,Ltd. announced that they will report first half, 2026 results on Aug 18, 2026
New Risk • May 11New 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 10% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (10% average weekly change). High level of non-cash earnings (23% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.
Major Estimate Revision • Apr 09Consensus revenue estimates increase by 15%The consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from CN¥2.12b to CN¥2.44b. EPS estimate unchanged from CN¥1.42 at last update. Chemicals industry in China expected to see average net income growth of 50% next year. Consensus price target of CN¥69.00 unchanged from last update. Share price rose 8.7% to CN¥48.45 over the past week.
お知らせ • Apr 02Hubei Sinophorus Electronic Materials Co.,Ltd. announced that it expects to receive CNY 300 million in fundingHubei Sinophorus Electronic Materials Co.,Ltd. announced a private placement of A shares not more than 30% of total share capital at a price of not less than 80% of the average price in the 20 trading days before the pricing reference date for gross proceeds of not more than CNY 300,000,000 on March 31, 2026. The transaction will include participation from not more than 35 investors. The shares cannot be transferred within 6 months from the issuance closing date. The transaction has been approved at the 6th meeting of the 2nd directorate of the company. The transaction is subject to the approval at the company’s annual shareholders meeting of 2025.
Reported Earnings • Mar 31Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: CN¥0.59. Revenue: CN¥1.47b (up 30% from FY 2024). Net income: CN¥206.8m (up 30% from FY 2024). Profit margin: 14% (in line with FY 2024). Revenue missed analyst estimates by 9.8%. Earnings per share (EPS) also missed analyst estimates by 12%. Revenue is forecast to grow 32% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Chemicals industry in China.
お知らせ • Mar 31Hubei Sinophorus Electronic Materials Co.,Ltd., Annual General Meeting, Apr 23, 2026Hubei Sinophorus Electronic Materials Co.,Ltd., Annual General Meeting, Apr 23, 2026, at 14:40 China Standard Time. Location: 34F, No. 188-9, Yanjiang Avenue, Wujiagang District, Yichang, Hubei China
お知らせ • Mar 30Hubei Sinophorus Electronic Materials Co.,Ltd. to Report Q1, 2026 Results on Apr 28, 2026Hubei Sinophorus Electronic Materials Co.,Ltd. announced that they will report Q1, 2026 results on Apr 28, 2026
New Risk • Jan 31New 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 9.6% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (9.6% average weekly change). High level of non-cash earnings (22% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.
Buy Or Sell Opportunity • Jan 05Now 20% overvaluedOver the last 90 days, the stock has fallen 5.4% to CN¥39.04. The fair value is estimated to be CN¥32.43, 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 5.5%. Revenue is forecast to grow by 96% in 2 years. Earnings are forecast to grow by 139% in the next 2 years.
お知らせ • Dec 26Hubei Sinophorus Electronic Materials Co.,Ltd. to Report Fiscal Year 2025 Results on Mar 31, 2026Hubei Sinophorus Electronic Materials Co.,Ltd. announced that they will report fiscal year 2025 results on Mar 31, 2026
Buy Or Sell Opportunity • Dec 17Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 18% to CN¥38.34. The fair value is estimated to be CN¥31.89, 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 5.5%. Revenue is forecast to grow by 96% in 2 years. Earnings are forecast to grow by 139% in the next 2 years.
Valuation Update With 7 Day Price Move • Dec 16Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥38.14, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 24x in the Chemicals industry in China.
Buy Or Sell Opportunity • Nov 13Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 12% to CN¥38.19. The fair value is estimated to be CN¥31.82, 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 5.5%. Revenue is forecast to grow by 96% in 2 years. Earnings are forecast to grow by 139% in the next 2 years.
Reported Earnings • Oct 25Third quarter 2025 earnings released: EPS: CN¥0.17 (vs CN¥0.10 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.17 (up from CN¥0.10 in 3Q 2024). Revenue: CN¥390.5m (up 31% from 3Q 2024). Net income: CN¥61.0m (up 127% from 3Q 2024). Profit margin: 16% (up from 9.0% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 31% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Chemicals industry in China.
Buy Or Sell Opportunity • Oct 21Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 30% to CN¥37.17. The fair value is estimated to be CN¥30.74, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last year. Earnings per share has grown by 7.1%. Revenue is forecast to grow by 94% in 2 years. Earnings are forecast to grow by 137% in the next 2 years.
お知らせ • Sep 30Hubei Sinophorus Electronic Materials Co.,Ltd. to Report Q3, 2025 Results on Oct 25, 2025Hubei Sinophorus Electronic Materials Co.,Ltd. announced that they will report Q3, 2025 results on Oct 25, 2025
New Risk • Sep 24New 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 7.7% 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. 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 (7.7% average weekly change).
Buy Or Sell Opportunity • Sep 24Now 28% overvalued after recent price riseOver the last 90 days, the stock has risen 49% to CN¥39.32. The fair value is estimated to be CN¥30.82, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last year. Earnings per share has grown by 7.1%. Revenue is forecast to grow by 94% in 2 years. Earnings are forecast to grow by 137% in the next 2 years.
Reported Earnings • Aug 21Second quarter 2025 earnings releasedSecond quarter 2025 results: EPS: CN¥0.14. Net income: CN¥51.2m (up CN¥51.2m from 2Q 2024). Revenue is forecast to grow 30% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Chemicals industry in China.
お知らせ • Jun 30Hubei Sinophorus Electronic Materials Co.,Ltd. to Report First Half, 2025 Results on Aug 19, 2025Hubei Sinophorus Electronic Materials Co.,Ltd. announced that they will report first half, 2025 results on Aug 19, 2025
Reported Earnings • May 02First quarter 2025 earnings releasedFirst quarter 2025 results: EPS: CN¥0.16. Net income: CN¥53.3m (up CN¥53.3m from 1Q 2024).
お知らせ • Apr 01Hubei Sinophorus Electronic Materials Co.,Ltd., Annual General Meeting, Apr 24, 2025Hubei Sinophorus Electronic Materials Co.,Ltd., Annual General Meeting, Apr 24, 2025, at 15:00 China Standard Time. Location: No. 188-9, Yanjiang Avenue, Wujiagang District, Yichang, Hubei China
お知らせ • Mar 28Hubei Sinophorus Electronic Materials Co.,Ltd. to Report Q1, 2025 Results on Apr 29, 2025Hubei Sinophorus Electronic Materials Co.,Ltd. announced that they will report Q1, 2025 results on Apr 29, 2025
New Risk • Jan 31New major risk - Revenue and earnings growthRevenue has declined by 2.0% over the past year. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If revenues are declining, then it is difficult for the company to prevent its earnings from declining as well. A trend of falling revenue can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Revenue has declined by 2.0% over the past year. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (15% net profit margin).
Board Change • Jan 22Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 6 new directors. No experienced directors. No highly experienced directors. 1 independent director (2 non-independent directors). Employee Supervisor Na Tang is the most experienced director on the board, commencing their role in 2022. Independent Director Wenxi He was the last independent 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: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
