View ValuationLuyang Energy-Saving Materials 将来の成長Future 基準チェック /06現在、 Luyang Energy-Saving Materialsの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Chemicals 収益成長30.6%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジLow最終更新日07 Mar 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesBoard Change • May 20High number of new directorsNon-Independent Director William Kaz Piotrowski was the last director to join the board, commencing their role in 2025.お知らせ • Apr 29Luyang Energy-Saving Materials Co., Ltd., Annual General Meeting, May 19, 2026Luyang Energy-Saving Materials Co., Ltd., Annual General Meeting, May 19, 2026, at 14:30 China Standard Time. Location: The Company's Meeting Room, Zibo, Shandong Chinaお知らせ • Mar 31Luyang Energy-Saving Materials Co., Ltd. to Report Q1, 2026 Results on Apr 29, 2026Luyang Energy-Saving Materials Co., Ltd. announced that they will report Q1, 2026 results on Apr 29, 2026お知らせ • Dec 31Luyang Energy-Saving Materials Co., Ltd. to Report Fiscal Year 2025 Results on Apr 29, 2026Luyang Energy-Saving Materials Co., Ltd. announced that they will report fiscal year 2025 results on Apr 29, 2026お知らせ • Nov 01Luyang Energy-Saving Materials Co., Ltd. Announces Board ElectionsLuyang Energy-Saving Materials Co., Ltd. at its Extraordinary General Meeting of 2025 held on 30 October 2025, approved the election Jason Daniel Merszei, Martin Paul Melhorn and William Kaz Piotrowski as non-independent directors. The company approved Su Liyun and Jiang Hong as independent director.お知らせ • Sep 30Luyang Energy-Saving Materials Co., Ltd. to Report Q3, 2025 Results on Oct 29, 2025Luyang Energy-Saving Materials Co., Ltd. announced that they will report Q3, 2025 results on Oct 29, 2025お知らせ • Jul 02Luyang Energy-Saving Materials Co., Ltd. to Report First Half, 2025 Results on Aug 30, 2025Luyang Energy-Saving Materials Co., Ltd. announced that they will report first half, 2025 results on Aug 30, 2025お知らせ • Apr 28Luyang Energy-Saving Materials Co., Ltd., Annual General Meeting, May 19, 2025Luyang Energy-Saving Materials Co., Ltd., Annual General Meeting, May 19, 2025, at 14:30 China Standard Time. Location: The Company's Meeting Room, Zibo, Shandong Chinaお知らせ • Mar 31Luyang Energy-Saving Materials Co., Ltd. to Report Q1, 2025 Results on Apr 28, 2025Luyang Energy-Saving Materials Co., Ltd. announced that they will report Q1, 2025 results on Apr 28, 2025お知らせ • Dec 31Luyang Energy-Saving Materials Co., Ltd. to Report Fiscal Year 2024 Results on Apr 28, 2025Luyang Energy-Saving Materials Co., Ltd. announced that they will report fiscal year 2024 results on Apr 28, 2025Reported Earnings • Oct 31Third quarter 2024 earnings released: EPS: CN¥0.27 (vs CN¥0.28 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.27 (down from CN¥0.28 in 3Q 2023). Revenue: CN¥926.8m (up 13% from 3Q 2023). Net income: CN¥134.8m (down 5.7% from 3Q 2023). Profit margin: 14% (down from 17% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Chemicals industry in China.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¥11.19, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 16x in the Chemicals industry in China. Total loss to shareholders of 21% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥7.88 per share.お知らせ • Sep 30Luyang Energy-Saving Materials Co., Ltd. to Report Q3, 2024 Results on Oct 31, 2024Luyang Energy-Saving Materials Co., Ltd. announced that they will report Q3, 2024 results on Oct 31, 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¥11.47, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 16x in the Chemicals industry in China. Total loss to shareholders of 23% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥7.88 per share.Reported Earnings • Aug 31Second quarter 2024 earnings released: EPS: CN¥0.24 (vs CN¥0.30 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.24 (down from CN¥0.30 in 2Q 2023). Revenue: CN¥912.5m (up 2.4% from 2Q 2023). Net income: CN¥124.5m (down 16% from 2Q 2023). Profit margin: 14% (down from 17% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% 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 • Jul 02Now 70% overvaluedOver the last 90 days, the stock has fallen 22% to CN¥12.35. The fair value is estimated to be CN¥7.26, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.5% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 26% in 2 years. Earnings are forecast to grow by 46% in the next 2 years.お知らせ • Jun 29Luyang Energy-Saving Materials Co., Ltd. to Report First Half, 2024 Results on Aug 30, 2024Luyang Energy-Saving Materials Co., Ltd. announced that they will report first half, 2024 results on Aug 30, 2024Buy Or Sell Opportunity • Jun 19Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 17% to CN¥12.87. The fair value is estimated to be CN¥16.19, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.5% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 25% in 2 years. Earnings are forecast to grow by 47% in the next 2 years.Declared Dividend • Jun 08Dividend of CN¥0.80 announcedDividend of CN¥0.80 is the same as last year. Ex-date: 14th June 2024 Payment date: 14th June 2024 Dividend yield will be 5.7%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is covered by earnings (83% earnings payout ratio) but not covered by cash flows (127% cash payout ratio). The dividend has increased by an average of 33% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 61% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 08Luyang Energy-Saving Materials Co., Ltd. Announces Final Dividend on A Shares for the Year 2023, Payable on 14 June 2024Luyang Energy-Saving Materials Co., Ltd. announced final cash dividend/10 shares (tax included) of CNY 8.00000000 on A shares for the year 2023. Record date is 13 June 2024. Ex-date is 14 June 2024. Payment date is 14 June 2024.お知らせ • Apr 29Luyang Energy-Saving Materials Co., Ltd., Annual General Meeting, May 24, 2024Luyang Energy-Saving Materials Co., Ltd., Annual General Meeting, May 24, 2024, at 14:30 China Standard Time. Location: The Company's Meeting Room, Zibo, Shandong ChinaBuy Or Sell Opportunity • Apr 12Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to CN¥12.48. The fair value is estimated to be CN¥15.64, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 23% in 2 years. Earnings are forecast to grow by 36% in the next 2 years.Valuation Update With 7 Day Price Move • Apr 11Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥13.27, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 16x in the Chemicals industry in China. Total loss to shareholders of 35% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥15.64 per share.お知らせ • Mar 30Luyang Energy-Saving Materials Co., Ltd. to Report Q1, 2024 Results on Apr 27, 2024Luyang Energy-Saving Materials Co., Ltd. announced that they will report Q1, 2024 results on Apr 27, 2024お知らせ • Dec 30Luyang Energy-Saving Materials Co., Ltd. to Report Fiscal Year 2023 Results on Apr 27, 2024Luyang Energy-Saving Materials Co., Ltd. announced that they will report fiscal year 2023 results on Apr 27, 2024Reported Earnings • Oct 29Third quarter 2023 earnings released: EPS: CN¥0.28 (vs CN¥0.29 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.28 (down from CN¥0.29 in 3Q 2022). Revenue: CN¥821.9m (down 4.5% from 3Q 2022). Net income: CN¥142.9m (down 2.5% from 3Q 2022). Profit margin: 17% (in line with 3Q 2022). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Chemicals industry in China.Board Change • Oct 18High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Director Qing Bin Zhu was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Aug 22Second quarter 2023 earnings released: EPS: CN¥0.30 (vs CN¥0.39 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.30 (down from CN¥0.39 in 2Q 2022). Revenue: CN¥890.7m (down 5.2% from 2Q 2022). Net income: CN¥148.9m (down 24% from 2Q 2022). Profit margin: 17% (down from 21% in 2Q 2022). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Chemicals industry in China.お知らせ • Jul 01Luyang Energy-Saving Materials Co., Ltd. to Report First Half, 2023 Results on Aug 22, 2023Luyang Energy-Saving Materials Co., Ltd. announced that they will report first half, 2023 results on Aug 22, 2023お知らせ • May 23+ 1 more updateLuyang Energy-Saving Materials Co., Ltd. Announces Executive ChangesLuyang Energy-Saving Materials Co., Ltd. at the AGM, the shareholders approved election of non-independent directors, cumulative voting system applicable: John Charles Dandolph Iv; Brian Eldon Walker; Scott Dennis Horrigan; Paul Vallis; Chad David Cannan and Lu Xiaokun. Election of independent directors, cumulative voting system applicable: Hu Mingji; Li Jun; Zhu Qingbin.お知らせ • May 06+ 1 more updateLuyang Energy-Saving Materials Co., Ltd., Annual General Meeting, May 19, 2023Luyang Energy-Saving Materials Co., Ltd., Annual General Meeting, May 19, 2023, at 14:30 China Standard Time. Agenda: To consider 2022 annual report and its summary; to consider 2022 work report of the board of directors; to consider 2022 work report of the supervisory committee; to consider 2022 annual accounts; to consider 2022 profit distribution plan; to consider Reappointment of 2023 financial and internal control audit firm; to consider Connected transaction regarding the exclusive distribution agreement on the ceramic fiber products of the Company to be signed with Luyang Unifrax Trading Company Limited; to consider Connected transaction regarding the exclusive distribution agreement on other products of the Company to be signed with Luyang Unifrax Trading Company Limited; and to consider other matters.Reported Earnings • Apr 29First quarter 2023 earnings released: EPS: CN¥0.19 (vs CN¥0.24 in 1Q 2022)First quarter 2023 results: EPS: CN¥0.19 (down from CN¥0.24 in 1Q 2022). Revenue: CN¥667.3m (up 2.2% from 1Q 2022). Net income: CN¥98.6m (down 19% from 1Q 2022). Profit margin: 15% (down from 19% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 18% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Chemicals industry in China.Board Change • Nov 16High number of new and inexperienced directorsThere are 11 new directors who have joined the board in the last 3 years. The company's board is composed of: 11 new directors. No experienced directors. No highly experienced directors. Non-Employee Representative Supervisor Xiaoming Li is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Reported Earnings • Oct 27Third quarter 2022 earnings released: EPS: CN¥0.29 (vs CN¥0.28 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.29 (up from CN¥0.28 in 3Q 2021). Revenue: CN¥861.0m (up 2.8% from 3Q 2021). Net income: CN¥146.5m (flat on 3Q 2021). Profit margin: 17% (in line with 3Q 2021). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Chemicals industry in China.Reported Earnings • Aug 27Second quarter 2022 earnings released: EPS: CN¥0.39 (vs CN¥0.28 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.39 (up from CN¥0.28 in 2Q 2021). Revenue: CN¥940.0m (up 13% from 2Q 2021). Net income: CN¥196.7m (up 36% from 2Q 2021). Profit margin: 21% (up from 17% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 20%, compared to a 39% growth forecast for the Chemicals industry in China.Valuation Update With 7 Day Price Move • May 07Investor sentiment improved over the past weekAfter last week's 21% share price gain to CN¥19.18, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 15x in the Chemicals industry in China. Simply Wall St's valuation model estimates the intrinsic value at CN¥19.76 per share.Reported Earnings • Apr 30First quarter 2022 earnings released: EPS: CN¥0.24 (vs CN¥0.23 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.24 (up from CN¥0.23 in 1Q 2021). Revenue: CN¥653.2m (up 6.7% from 1Q 2021). Net income: CN¥121.6m (up 6.9% from 1Q 2021). Profit margin: 19% (in line with 1Q 2021). Over the next year, revenue is forecast to grow 18%, compared to a 43% growth forecast for the industry in China.Board Change • Apr 27High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. 4 experienced directors. No highly experienced directors. Supervisor Yonghua Guo is the most experienced director on the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Reported Earnings • Apr 16Full year 2021 earnings released: EPS: CN¥1.06 (vs CN¥0.74 in FY 2020)Full year 2021 results: EPS: CN¥1.06 (up from CN¥0.74 in FY 2020). Revenue: CN¥3.16b (up 36% from FY 2020). Net income: CN¥534.7m (up 44% from FY 2020). Profit margin: 17% (up from 16% in FY 2020). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • Apr 14Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to CN¥14.11, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 17x in the Chemicals industry in China.Buying Opportunity • Apr 10Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be CN¥20.54, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 21%. Revenue is forecast to grow by 29% in 2 years. Earnings is forecast to grow by 33% in the next 2 years.Buying Opportunity • Mar 05Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be CN¥21.22, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% per annum over the last 3 years. Earnings per share has grown by 21% per annum over the last 3 years.Reported Earnings • Feb 21Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: CN¥1.06 (up from CN¥0.74 in FY 2020). Revenue: CN¥3.16b (up 36% from FY 2020). Net income: CN¥534.7m (up 44% from FY 2020). Profit margin: 17% (up from 16% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.4%. Over the next year, revenue is forecast to grow 12%, compared to a 46% growth forecast for the industry in China.Board Change • Feb 16High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. 4 experienced directors. No highly experienced directors. Supervisor Yonghua Guo is the most experienced director on the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors. このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、Luyang Energy-Saving Materials は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測XSEC:002088 - アナリストの将来予測と過去の財務データ ( )CNY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20263,617552N/A62313/31/20262,367-14241283N/A12/31/20252,48143229275N/A9/30/20252,765242194228N/A6/30/20253,091350337366N/A3/31/20253,373458381443N/A12/31/20243,532480483564N/A9/30/20243,500470332433N/A6/30/20243,448475271401N/A3/31/20243,463488322467N/A12/31/20233,519492193331N/A9/30/20233,644482401583N/A6/30/20233,675489363534N/A3/31/20233,688548448597N/A1/1/20233,585584502649N/A9/30/20223,377595472552N/A6/30/20223,309594442515N/A3/31/20223,205542405447N/A1/1/20223,164534450526N/A9/30/20213,102552400441N/A6/30/20212,886510503565N/A3/31/20212,602443442515N/A12/31/20202,326370402447N/A9/30/20202,168322387473N/A6/30/20201,999285280360N/A3/31/20202,026309156256N/A12/31/20192,147340N/A268N/A9/30/20192,093318N/A209N/A6/30/20192,113332N/A177N/A3/31/20191,991326N/A251N/A12/31/20181,842307N/A231N/A9/30/20181,724305N/A266N/A6/30/20181,702300N/A389N/A3/31/20181,637250N/A383N/A12/31/20171,596214N/A432N/A9/30/20171,472180N/A399N/A6/30/20171,337142N/A358N/A3/31/20171,222114N/A342N/A12/31/20161,190105N/A355N/A9/30/20161,17988N/A256N/A6/30/20161,14470N/A242N/A3/31/20161,15258N/A189N/A12/31/20151,13358N/A161N/A9/30/20151,10861N/A182N/A6/30/20151,11963N/A108N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 002088の予測収益成長が 貯蓄率 ( 2.4% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: 002088の収益がCN市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: 002088の収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: 002088の収益がCN市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: 002088の収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 002088の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YMaterials 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/24 09:58終値2026/05/22 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本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。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Luyang Energy-Saving 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。3 アナリスト機関Maoda YangChina International Capital Corporation LimitedXuan WangChina Stock Investment Research Co. Ltd. (GZ500..com)Yalong ChenHuatai Research
Board Change • May 20High number of new directorsNon-Independent Director William Kaz Piotrowski was the last director to join the board, commencing their role in 2025.
お知らせ • Apr 29Luyang Energy-Saving Materials Co., Ltd., Annual General Meeting, May 19, 2026Luyang Energy-Saving Materials Co., Ltd., Annual General Meeting, May 19, 2026, at 14:30 China Standard Time. Location: The Company's Meeting Room, Zibo, Shandong China
お知らせ • Mar 31Luyang Energy-Saving Materials Co., Ltd. to Report Q1, 2026 Results on Apr 29, 2026Luyang Energy-Saving Materials Co., Ltd. announced that they will report Q1, 2026 results on Apr 29, 2026
お知らせ • Dec 31Luyang Energy-Saving Materials Co., Ltd. to Report Fiscal Year 2025 Results on Apr 29, 2026Luyang Energy-Saving Materials Co., Ltd. announced that they will report fiscal year 2025 results on Apr 29, 2026
お知らせ • Nov 01Luyang Energy-Saving Materials Co., Ltd. Announces Board ElectionsLuyang Energy-Saving Materials Co., Ltd. at its Extraordinary General Meeting of 2025 held on 30 October 2025, approved the election Jason Daniel Merszei, Martin Paul Melhorn and William Kaz Piotrowski as non-independent directors. The company approved Su Liyun and Jiang Hong as independent director.
お知らせ • Sep 30Luyang Energy-Saving Materials Co., Ltd. to Report Q3, 2025 Results on Oct 29, 2025Luyang Energy-Saving Materials Co., Ltd. announced that they will report Q3, 2025 results on Oct 29, 2025
お知らせ • Jul 02Luyang Energy-Saving Materials Co., Ltd. to Report First Half, 2025 Results on Aug 30, 2025Luyang Energy-Saving Materials Co., Ltd. announced that they will report first half, 2025 results on Aug 30, 2025
お知らせ • Apr 28Luyang Energy-Saving Materials Co., Ltd., Annual General Meeting, May 19, 2025Luyang Energy-Saving Materials Co., Ltd., Annual General Meeting, May 19, 2025, at 14:30 China Standard Time. Location: The Company's Meeting Room, Zibo, Shandong China
お知らせ • Mar 31Luyang Energy-Saving Materials Co., Ltd. to Report Q1, 2025 Results on Apr 28, 2025Luyang Energy-Saving Materials Co., Ltd. announced that they will report Q1, 2025 results on Apr 28, 2025
お知らせ • Dec 31Luyang Energy-Saving Materials Co., Ltd. to Report Fiscal Year 2024 Results on Apr 28, 2025Luyang Energy-Saving Materials Co., Ltd. announced that they will report fiscal year 2024 results on Apr 28, 2025
Reported Earnings • Oct 31Third quarter 2024 earnings released: EPS: CN¥0.27 (vs CN¥0.28 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.27 (down from CN¥0.28 in 3Q 2023). Revenue: CN¥926.8m (up 13% from 3Q 2023). Net income: CN¥134.8m (down 5.7% from 3Q 2023). Profit margin: 14% (down from 17% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Chemicals industry in China.
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¥11.19, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 16x in the Chemicals industry in China. Total loss to shareholders of 21% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥7.88 per share.
お知らせ • Sep 30Luyang Energy-Saving Materials Co., Ltd. to Report Q3, 2024 Results on Oct 31, 2024Luyang Energy-Saving Materials Co., Ltd. announced that they will report Q3, 2024 results on Oct 31, 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¥11.47, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 16x in the Chemicals industry in China. Total loss to shareholders of 23% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥7.88 per share.
Reported Earnings • Aug 31Second quarter 2024 earnings released: EPS: CN¥0.24 (vs CN¥0.30 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.24 (down from CN¥0.30 in 2Q 2023). Revenue: CN¥912.5m (up 2.4% from 2Q 2023). Net income: CN¥124.5m (down 16% from 2Q 2023). Profit margin: 14% (down from 17% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% 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 • Jul 02Now 70% overvaluedOver the last 90 days, the stock has fallen 22% to CN¥12.35. The fair value is estimated to be CN¥7.26, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.5% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 26% in 2 years. Earnings are forecast to grow by 46% in the next 2 years.
お知らせ • Jun 29Luyang Energy-Saving Materials Co., Ltd. to Report First Half, 2024 Results on Aug 30, 2024Luyang Energy-Saving Materials Co., Ltd. announced that they will report first half, 2024 results on Aug 30, 2024
Buy Or Sell Opportunity • Jun 19Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 17% to CN¥12.87. The fair value is estimated to be CN¥16.19, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.5% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 25% in 2 years. Earnings are forecast to grow by 47% in the next 2 years.
Declared Dividend • Jun 08Dividend of CN¥0.80 announcedDividend of CN¥0.80 is the same as last year. Ex-date: 14th June 2024 Payment date: 14th June 2024 Dividend yield will be 5.7%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is covered by earnings (83% earnings payout ratio) but not covered by cash flows (127% cash payout ratio). The dividend has increased by an average of 33% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 61% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 08Luyang Energy-Saving Materials Co., Ltd. Announces Final Dividend on A Shares for the Year 2023, Payable on 14 June 2024Luyang Energy-Saving Materials Co., Ltd. announced final cash dividend/10 shares (tax included) of CNY 8.00000000 on A shares for the year 2023. Record date is 13 June 2024. Ex-date is 14 June 2024. Payment date is 14 June 2024.
お知らせ • Apr 29Luyang Energy-Saving Materials Co., Ltd., Annual General Meeting, May 24, 2024Luyang Energy-Saving Materials Co., Ltd., Annual General Meeting, May 24, 2024, at 14:30 China Standard Time. Location: The Company's Meeting Room, Zibo, Shandong China
Buy Or Sell Opportunity • Apr 12Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to CN¥12.48. The fair value is estimated to be CN¥15.64, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 23% in 2 years. Earnings are forecast to grow by 36% in the next 2 years.
Valuation Update With 7 Day Price Move • Apr 11Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥13.27, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 16x in the Chemicals industry in China. Total loss to shareholders of 35% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CN¥15.64 per share.
お知らせ • Mar 30Luyang Energy-Saving Materials Co., Ltd. to Report Q1, 2024 Results on Apr 27, 2024Luyang Energy-Saving Materials Co., Ltd. announced that they will report Q1, 2024 results on Apr 27, 2024
お知らせ • Dec 30Luyang Energy-Saving Materials Co., Ltd. to Report Fiscal Year 2023 Results on Apr 27, 2024Luyang Energy-Saving Materials Co., Ltd. announced that they will report fiscal year 2023 results on Apr 27, 2024
Reported Earnings • Oct 29Third quarter 2023 earnings released: EPS: CN¥0.28 (vs CN¥0.29 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.28 (down from CN¥0.29 in 3Q 2022). Revenue: CN¥821.9m (down 4.5% from 3Q 2022). Net income: CN¥142.9m (down 2.5% from 3Q 2022). Profit margin: 17% (in line with 3Q 2022). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Chemicals industry in China.
Board Change • Oct 18High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Director Qing Bin Zhu was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Aug 22Second quarter 2023 earnings released: EPS: CN¥0.30 (vs CN¥0.39 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.30 (down from CN¥0.39 in 2Q 2022). Revenue: CN¥890.7m (down 5.2% from 2Q 2022). Net income: CN¥148.9m (down 24% from 2Q 2022). Profit margin: 17% (down from 21% in 2Q 2022). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Chemicals industry in China.
お知らせ • Jul 01Luyang Energy-Saving Materials Co., Ltd. to Report First Half, 2023 Results on Aug 22, 2023Luyang Energy-Saving Materials Co., Ltd. announced that they will report first half, 2023 results on Aug 22, 2023
お知らせ • May 23+ 1 more updateLuyang Energy-Saving Materials Co., Ltd. Announces Executive ChangesLuyang Energy-Saving Materials Co., Ltd. at the AGM, the shareholders approved election of non-independent directors, cumulative voting system applicable: John Charles Dandolph Iv; Brian Eldon Walker; Scott Dennis Horrigan; Paul Vallis; Chad David Cannan and Lu Xiaokun. Election of independent directors, cumulative voting system applicable: Hu Mingji; Li Jun; Zhu Qingbin.
お知らせ • May 06+ 1 more updateLuyang Energy-Saving Materials Co., Ltd., Annual General Meeting, May 19, 2023Luyang Energy-Saving Materials Co., Ltd., Annual General Meeting, May 19, 2023, at 14:30 China Standard Time. Agenda: To consider 2022 annual report and its summary; to consider 2022 work report of the board of directors; to consider 2022 work report of the supervisory committee; to consider 2022 annual accounts; to consider 2022 profit distribution plan; to consider Reappointment of 2023 financial and internal control audit firm; to consider Connected transaction regarding the exclusive distribution agreement on the ceramic fiber products of the Company to be signed with Luyang Unifrax Trading Company Limited; to consider Connected transaction regarding the exclusive distribution agreement on other products of the Company to be signed with Luyang Unifrax Trading Company Limited; and to consider other matters.
Reported Earnings • Apr 29First quarter 2023 earnings released: EPS: CN¥0.19 (vs CN¥0.24 in 1Q 2022)First quarter 2023 results: EPS: CN¥0.19 (down from CN¥0.24 in 1Q 2022). Revenue: CN¥667.3m (up 2.2% from 1Q 2022). Net income: CN¥98.6m (down 19% from 1Q 2022). Profit margin: 15% (down from 19% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 18% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Chemicals industry in China.
Board Change • Nov 16High number of new and inexperienced directorsThere are 11 new directors who have joined the board in the last 3 years. The company's board is composed of: 11 new directors. No experienced directors. No highly experienced directors. Non-Employee Representative Supervisor Xiaoming Li is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Reported Earnings • Oct 27Third quarter 2022 earnings released: EPS: CN¥0.29 (vs CN¥0.28 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.29 (up from CN¥0.28 in 3Q 2021). Revenue: CN¥861.0m (up 2.8% from 3Q 2021). Net income: CN¥146.5m (flat on 3Q 2021). Profit margin: 17% (in line with 3Q 2021). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Chemicals industry in China.
Reported Earnings • Aug 27Second quarter 2022 earnings released: EPS: CN¥0.39 (vs CN¥0.28 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.39 (up from CN¥0.28 in 2Q 2021). Revenue: CN¥940.0m (up 13% from 2Q 2021). Net income: CN¥196.7m (up 36% from 2Q 2021). Profit margin: 21% (up from 17% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 20%, compared to a 39% growth forecast for the Chemicals industry in China.
Valuation Update With 7 Day Price Move • May 07Investor sentiment improved over the past weekAfter last week's 21% share price gain to CN¥19.18, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 15x in the Chemicals industry in China. Simply Wall St's valuation model estimates the intrinsic value at CN¥19.76 per share.
Reported Earnings • Apr 30First quarter 2022 earnings released: EPS: CN¥0.24 (vs CN¥0.23 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.24 (up from CN¥0.23 in 1Q 2021). Revenue: CN¥653.2m (up 6.7% from 1Q 2021). Net income: CN¥121.6m (up 6.9% from 1Q 2021). Profit margin: 19% (in line with 1Q 2021). Over the next year, revenue is forecast to grow 18%, compared to a 43% growth forecast for the industry in China.
Board Change • Apr 27High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. 4 experienced directors. No highly experienced directors. Supervisor Yonghua Guo is the most experienced director on the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Reported Earnings • Apr 16Full year 2021 earnings released: EPS: CN¥1.06 (vs CN¥0.74 in FY 2020)Full year 2021 results: EPS: CN¥1.06 (up from CN¥0.74 in FY 2020). Revenue: CN¥3.16b (up 36% from FY 2020). Net income: CN¥534.7m (up 44% from FY 2020). Profit margin: 17% (up from 16% in FY 2020). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • Apr 14Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to CN¥14.11, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 17x in the Chemicals industry in China.
Buying Opportunity • Apr 10Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be CN¥20.54, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 21%. Revenue is forecast to grow by 29% in 2 years. Earnings is forecast to grow by 33% in the next 2 years.
Buying Opportunity • Mar 05Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be CN¥21.22, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% per annum over the last 3 years. Earnings per share has grown by 21% per annum over the last 3 years.
Reported Earnings • Feb 21Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: CN¥1.06 (up from CN¥0.74 in FY 2020). Revenue: CN¥3.16b (up 36% from FY 2020). Net income: CN¥534.7m (up 44% from FY 2020). Profit margin: 17% (up from 16% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.4%. Over the next year, revenue is forecast to grow 12%, compared to a 46% growth forecast for the industry in China.
Board Change • Feb 16High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. 4 experienced directors. No highly experienced directors. Supervisor Yonghua Guo is the most experienced director on the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.