View ValuationBeijing Lier High-temperature MaterialsLtd 将来の成長Future 基準チェック /16Beijing Lier High-temperature MaterialsLtd利益と収益がそれぞれ年間8.4%と8.2%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に7.2% 8.3%なると予測されています。主要情報8.4%収益成長率8.31%EPS成長率Metals and Mining 収益成長25.3%収益成長率8.2%将来の株主資本利益率7.21%アナリストカバレッジLow最終更新日17 Apr 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesBoard Change • May 20High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Independent Director Lei Liu was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Apr 10Beijing Lier High-temperature Materials Co.,Ltd., Annual General Meeting, May 11, 2026Beijing Lier High-temperature Materials Co.,Ltd., Annual General Meeting, May 11, 2026, at 15:00 China Standard Time. Location: Meeting Room of Luoyang Lier Functional Materials Co., Ltd., Luoyang, Henan Chinaお知らせ • Mar 31Beijing Lier High-temperature Materials Co.,Ltd. to Report Q1, 2026 Results on Apr 25, 2026Beijing Lier High-temperature Materials Co.,Ltd. announced that they will report Q1, 2026 results on Apr 25, 2026お知らせ • Jan 30Beijing Lier High-temperature Materials Co.,Ltd. announced that it expects to receive CNY 1.0344456 billion in fundingBeijing Lier High-temperature Materials Co.,Ltd. announced a private placement of not more than 357,147,251 A shares 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 1,034,445,600 on January 29, 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 14th meeting of the company’s 6th directorate of the company. The transaction is subject to the approval of the company’s shareholders, the Shenzhen Stock Exchange, and the China Securities Regulatory Commission.お知らせ • Dec 31Beijing Lier High-temperature Materials Co.,Ltd. to Report Fiscal Year 2025 Results on Apr 28, 2026Beijing Lier High-temperature Materials Co.,Ltd. announced that they will report fiscal year 2025 results on Apr 28, 2026お知らせ • Sep 30Beijing Lier High-temperature Materials Co.,Ltd. to Report Q3, 2025 Results on Oct 16, 2025Beijing Lier High-temperature Materials Co.,Ltd. announced that they will report Q3, 2025 results on Oct 16, 2025お知らせ • Jul 02Beijing Lier High-temperature Materials Co.,Ltd. to Report First Half, 2025 Results on Aug 27, 2025Beijing Lier High-temperature Materials Co.,Ltd. announced that they will report first half, 2025 results on Aug 27, 2025お知らせ • May 30Beijing Lier High-Temperature Materials Co.,Ltd. Approves Cash Dividend for 2024Beijing Lier High-temperature Materials Co.,Ltd. at its AGM held on 26 May 2025, approved a cash dividend of CNY 0.33000000 per 10 shares (tax included) for 2024.お知らせ • Apr 29Beijing Lier High-temperature Materials Co.,Ltd., Annual General Meeting, May 26, 2025Beijing Lier High-temperature Materials Co.,Ltd., Annual General Meeting, May 26, 2025, at 15:00 China Standard Time.お知らせ • Mar 31Beijing Lier High-temperature Materials Co.,Ltd. to Report Q1, 2025 Results on Apr 30, 2025Beijing Lier High-temperature Materials Co.,Ltd. announced that they will report Q1, 2025 results on Apr 30, 2025お知らせ • Dec 31Beijing Lier High-temperature Materials Co.,Ltd. to Report Fiscal Year 2024 Results on Apr 26, 2025Beijing Lier High-temperature Materials Co.,Ltd. announced that they will report fiscal year 2024 results on Apr 26, 2025Reported Earnings • Oct 31Third quarter 2024 earnings released: EPS: CN¥0.08 (vs CN¥0.089 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.08 (down from CN¥0.089 in 3Q 2023). Revenue: CN¥1.82b (up 18% from 3Q 2023). Net income: CN¥96.9m (down 8.7% from 3Q 2023). Profit margin: 5.3% (down from 6.9% 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 9.6% growth forecast for the Metals and Mining industry in China. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has fallen by 5% per year.Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 26%After last week's 26% share price gain to CN¥3.80, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 14x in the Metals and Mining industry in China. Total loss to shareholders of 16% over the past three years.お知らせ • Sep 30Beijing Lier High-temperature Materials Co.,Ltd. to Report Q3, 2024 Results on Oct 31, 2024Beijing Lier High-temperature Materials Co.,Ltd. announced that they will report Q3, 2024 results on Oct 31, 2024Board Change • Sep 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. 4 highly experienced directors. CFO & Non Independent Director Guo Xin was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Reported Earnings • Aug 29Second quarter 2024 earnings released: EPS: CN¥0.11 (vs CN¥0.095 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.11 (up from CN¥0.095 in 2Q 2023). Revenue: CN¥1.67b (up 28% from 2Q 2023). Net income: CN¥130.5m (up 15% from 2Q 2023). Profit margin: 7.8% (down from 8.7% in 2Q 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 9.5% growth forecast for the Metals and Mining industry in China. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 15% per year, which means it is performing significantly worse than earnings.お知らせ • Jul 24Beijing Lier High-Temperature Materials Co.,Ltd. Approves Board ElectionsBeijing Lier High-temperature Materials Co.,Ltd. at its EGM held on July 22, 2024 approved election of Ren Lin as director, Yuan Lin and Song Fei as independent directors and Zhou Shengqiang and Zhao Xianhua as supervisors.お知らせ • Jun 29Beijing Lier High-temperature Materials Co.,Ltd. to Report First Half, 2024 Results on Aug 29, 2024Beijing Lier High-temperature Materials Co.,Ltd. announced that they will report first half, 2024 results on Aug 29, 2024Declared Dividend • May 27Dividend increased to CN¥0.063Dividend of CN¥0.063 is 85% higher than last year. Ex-date: 30th May 2024 Payment date: 30th May 2024 Dividend yield will be 1.7%, which is lower than the industry average of 2.8%. Sustainability & Growth Dividend is covered by earnings (19% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 9.7% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 58% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 25Beijing Lier High-temperature Materials Co.,Ltd. Announces Final Cash Dividend on A Shares for the Year 2023, Payable on 30 May 2024Beijing Lier High-temperature Materials Co.,Ltd. announced final cash dividend of CNY 0.63 per 10 shares (tax included) on A shares for the year 2023. Record date is 29 May 2024, Ex-date is 30 May 2024 and Payment Date is 30 May 2024.お知らせ • May 01Beijing Lier High-temperature Materials Co.,Ltd., Annual General Meeting, May 21, 2024Beijing Lier High-temperature Materials Co.,Ltd., Annual General Meeting, May 21, 2024, at 15:00 China Standard Time. Location: Meeting Room of Luoyang Lier Functional Materials Co., Ltd., Luoyang, Henan ChinaReported Earnings • Apr 30First quarter 2024 earnings released: EPS: CN¥0.07 (vs CN¥0.066 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.07 (up from CN¥0.066 in 1Q 2023). Revenue: CN¥1.49b (up 21% from 1Q 2023). Net income: CN¥82.4m (up 5.5% from 1Q 2023). Profit margin: 5.5% (down from 6.3% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.New Risk • Apr 12New major risk - Revenue and earnings growthEarnings have declined by 5.3% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings 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 Risk Earnings have declined by 5.3% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.お知らせ • Mar 30Beijing Lier High-temperature Materials Co.,Ltd. to Report Q1, 2024 Results on Apr 30, 2024Beijing Lier High-temperature Materials Co.,Ltd. announced that they will report Q1, 2024 results on Apr 30, 2024Valuation Update With 7 Day Price Move • Feb 05Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to CN¥2.84, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 11x in the Metals and Mining industry in China. Total loss to shareholders of 29% over the past three years.お知らせ • Dec 30Beijing Lier High-temperature Materials Co.,Ltd. to Report Fiscal Year 2023 Results on Apr 26, 2024Beijing Lier High-temperature Materials Co.,Ltd. announced that they will report fiscal year 2023 results on Apr 26, 2024New Risk • Nov 06New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 23% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.Reported Earnings • Nov 01Third quarter 2023 earnings released: EPS: CN¥0.089 (vs CN¥0.055 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.089 (up from CN¥0.055 in 3Q 2022). Revenue: CN¥1.55b (up 26% from 3Q 2022). Net income: CN¥106.1m (up 62% from 3Q 2022). Profit margin: 6.9% (up from 5.4% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Metals and Mining industry in China. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.New Risk • Aug 29New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 22% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (4.7% net profit margin).Reported Earnings • Aug 25Second quarter 2023 earnings released: EPS: CN¥0.095 (vs CN¥0.13 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.095 (down from CN¥0.13 in 2Q 2022). Revenue: CN¥1.31b (down 3.0% from 2Q 2022). Net income: CN¥113.2m (down 26% from 2Q 2022). Profit margin: 8.7% (down from 11% in 2Q 2022). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Metals and Mining industry in China. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.お知らせ • Jul 01Beijing Lier High-temperature Materials Co.,Ltd. to Report First Half, 2023 Results on Aug 25, 2023Beijing Lier High-temperature Materials Co.,Ltd. announced that they will report first half, 2023 results on Aug 25, 2023お知らせ • May 31Beijing Lier High-temperature Materials Co.,Ltd. Announces Final Profit Distribution Plan to Be Implemented on A Shares for the Year 2022, Payable on 06 June 2023Beijing Lier High-temperature Materials Co.,Ltd. announced final profit distribution plan to be implemented on A shares as cash dividend per ten shares (tax included) of CNY 0.34000000 for the year 2022, payable on 06 June 2023. Record date is 05 June 2023. Ex-date is 06 June 2023.Reported Earnings • Mar 28Full year 2022 earnings released: EPS: CN¥0.21 (vs CN¥0.34 in FY 2021)Full year 2022 results: EPS: CN¥0.21 (down from CN¥0.34 in FY 2021). Revenue: CN¥4.72b (down 3.9% from FY 2021). Net income: CN¥256.3m (down 36% from FY 2021). Profit margin: 5.4% (down from 8.1% in FY 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Metals and Mining industry in China. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.Board Change • Nov 16High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. CFO & Non Independent Director Guo Xin was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: CN¥0.055 (vs CN¥0.12 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.055 (down from CN¥0.12 in 3Q 2021). Revenue: CN¥1.22b (down 6.2% from 3Q 2021). Net income: CN¥65.6m (down 54% from 3Q 2021). Profit margin: 5.4% (down from 11% in 3Q 2021). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Metals and Mining industry in China. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 2% per year.Reported Earnings • Aug 24Second quarter 2022 earnings released: EPS: CN¥0.13 (vs CN¥0.11 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.13 (up from CN¥0.11 in 2Q 2021). Revenue: CN¥1.35b (up 6.0% from 2Q 2021). Net income: CN¥152.4m (up 18% from 2Q 2021). Profit margin: 11% (up from 10% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 24%, compared to a 32% growth forecast for the Metals and Mining industry in China. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.Reported Earnings • Apr 27First quarter 2022 earnings released: EPS: CN¥0.059 (vs CN¥0.096 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.059 (down from CN¥0.096 in 1Q 2021). Revenue: CN¥1.16b (down 5.2% from 1Q 2021). Net income: CN¥70.1m (down 37% from 1Q 2021). Profit margin: 6.1% (down from 9.2% in 1Q 2021). The decrease in margin was driven by lower revenue. Over the next year, revenue is forecast to grow 29%, compared to a 35% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Board Change • Apr 27High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. 2 experienced directors. 3 highly experienced directors. Suprvisor Chen Dongming is the most experienced director on the board, commencing their role in 2007. 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 23Third quarter 2021 earnings released: EPS CN¥0.12 (vs CN¥0.12 in 3Q 2020)The company reported a mediocre third quarter result with weaker profit margins, although earnings were flat and revenues improved. Third quarter 2021 results: Revenue: CN¥1.31b (up 16% from 3Q 2020). Net income: CN¥142.7m (flat on 3Q 2020). Profit margin: 11% (down from 13% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 12% per year.Valuation Update With 7 Day Price Move • Sep 28Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to CN¥4.82, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 18x in the Metals and Mining industry in China. Total returns to shareholders of 41% over the past three years.Valuation Update With 7 Day Price Move • Aug 28Investor sentiment improved over the past weekAfter last week's 20% share price gain to CN¥4.95, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 21x in the Metals and Mining industry in China. Total returns to shareholders of 34% over the past three years.Reported Earnings • Aug 22Second quarter 2021 earnings released: EPS CN¥0.11 (vs CN¥0.12 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: CN¥1.27b (up 21% from 2Q 2020). Net income: CN¥128.9m (down 3.4% from 2Q 2020). Profit margin: 10% (down from 13% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Reported Earnings • Apr 21Full year 2020 earnings released: EPS CN¥0.38 (vs CN¥0.35 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: CN¥4.31b (up 15% from FY 2019). Net income: CN¥453.3m (up 9.0% from FY 2019). Profit margin: 11% (in line with FY 2019). Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Is New 90 Day High Low • Jan 29New 90-day low: CN¥3.99The company is down 22% from its price of CN¥5.09 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 Metals and Mining industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥7.53 per share.Is New 90 Day High Low • Jan 11New 90-day low: CN¥4.05The company is down 31% from its price of CN¥5.84 on 14 October 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥7.41 per share.Is New 90 Day High Low • Dec 24New 90-day low: CN¥4.66The company is down 22% from its price of CN¥5.98 on 25 September 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥7.68 per share.Reported Earnings • Oct 30Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥479.3m, up 19% from the prior year. Total revenue was CN¥4.39b over the last 12 months, up 28% from the prior year.業績と収益の成長予測XSEC:002392 - 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12/31/20288,989512N/A413112/31/20278,379480N/A478112/31/20267,698443N/A31313/31/20267,1764054297N/A12/31/20256,97040182129N/A9/30/20256,78435763102N/A6/30/20256,5893195494N/A3/31/20256,48636091128N/A12/31/20246,327319126159N/A9/30/20246,536401-104-49N/A6/30/20246,319418-102-48N/A3/31/20245,943398-4314N/A12/31/20235,666392-224-163N/A9/30/20235,109269146171N/A6/30/20234,756225189218N/A3/31/20234,797264168197N/A1/1/20234,719256417441N/A9/30/20224,843303129226N/A6/30/20224,92438041140N/A3/31/20224,848356-8318N/A1/1/20224,911398-124-17N/A9/30/20214,890464-72-51N/A6/30/20214,710463-315-252N/A3/31/20214,486468-146-73N/A12/31/20204,311453-663N/A9/30/20204,389479197302N/A6/30/20204,188447308416N/A3/31/20203,994433209385N/A12/31/20193,742416N/A416N/A9/30/20193,412403N/A173N/A6/30/20193,329352N/A260N/A3/31/20193,261354N/A107N/A12/31/20183,197333N/A-40N/A9/30/20183,115285N/A-82N/A6/30/20182,716258N/A-151N/A3/31/20182,532183N/A-82N/A12/31/20172,288164N/A81N/A9/30/20172,009125N/A207N/A6/30/20172,030152N/A208N/A3/31/20171,946158N/A160N/A12/31/20161,879148N/A43N/A9/30/20161,800-50N/A38N/A6/30/20161,770-61N/A-112N/A3/31/20161,751-67N/A-162N/A12/31/20151,765-46N/A-134N/A9/30/20151,823150N/A-195N/A6/30/20151,920180N/A5N/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: 002392の予測収益成長率 (年間8.4% ) は 貯蓄率 ( 2.4% ) を上回っています。収益対市場: 002392の収益 ( 8.4% ) CN市場 ( 27.2% ) よりも低い成長が予測されています。高成長収益: 002392の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 002392の収益 ( 8.2% ) CN市場 ( 16.2% ) よりも低い成長が予測されています。高い収益成長: 002392の収益 ( 8.2% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 002392の 自己資本利益率 は、3年後には低くなると予測されています ( 7.2 %)。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 19:41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Beijing Lier High-temperature Materials Co.,Ltd. 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。6 アナリスト機関Jingru MaBohai Securities Co., Ltd.Yanhe FangHuatai ResearchHuafeng LiIndustrial Securities Co. Ltd.3 その他のアナリストを表示
Board Change • May 20High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Independent Director Lei Liu was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 10Beijing Lier High-temperature Materials Co.,Ltd., Annual General Meeting, May 11, 2026Beijing Lier High-temperature Materials Co.,Ltd., Annual General Meeting, May 11, 2026, at 15:00 China Standard Time. Location: Meeting Room of Luoyang Lier Functional Materials Co., Ltd., Luoyang, Henan China
お知らせ • Mar 31Beijing Lier High-temperature Materials Co.,Ltd. to Report Q1, 2026 Results on Apr 25, 2026Beijing Lier High-temperature Materials Co.,Ltd. announced that they will report Q1, 2026 results on Apr 25, 2026
お知らせ • Jan 30Beijing Lier High-temperature Materials Co.,Ltd. announced that it expects to receive CNY 1.0344456 billion in fundingBeijing Lier High-temperature Materials Co.,Ltd. announced a private placement of not more than 357,147,251 A shares 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 1,034,445,600 on January 29, 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 14th meeting of the company’s 6th directorate of the company. The transaction is subject to the approval of the company’s shareholders, the Shenzhen Stock Exchange, and the China Securities Regulatory Commission.
お知らせ • Dec 31Beijing Lier High-temperature Materials Co.,Ltd. to Report Fiscal Year 2025 Results on Apr 28, 2026Beijing Lier High-temperature Materials Co.,Ltd. announced that they will report fiscal year 2025 results on Apr 28, 2026
お知らせ • Sep 30Beijing Lier High-temperature Materials Co.,Ltd. to Report Q3, 2025 Results on Oct 16, 2025Beijing Lier High-temperature Materials Co.,Ltd. announced that they will report Q3, 2025 results on Oct 16, 2025
お知らせ • Jul 02Beijing Lier High-temperature Materials Co.,Ltd. to Report First Half, 2025 Results on Aug 27, 2025Beijing Lier High-temperature Materials Co.,Ltd. announced that they will report first half, 2025 results on Aug 27, 2025
お知らせ • May 30Beijing Lier High-Temperature Materials Co.,Ltd. Approves Cash Dividend for 2024Beijing Lier High-temperature Materials Co.,Ltd. at its AGM held on 26 May 2025, approved a cash dividend of CNY 0.33000000 per 10 shares (tax included) for 2024.
お知らせ • Apr 29Beijing Lier High-temperature Materials Co.,Ltd., Annual General Meeting, May 26, 2025Beijing Lier High-temperature Materials Co.,Ltd., Annual General Meeting, May 26, 2025, at 15:00 China Standard Time.
お知らせ • Mar 31Beijing Lier High-temperature Materials Co.,Ltd. to Report Q1, 2025 Results on Apr 30, 2025Beijing Lier High-temperature Materials Co.,Ltd. announced that they will report Q1, 2025 results on Apr 30, 2025
お知らせ • Dec 31Beijing Lier High-temperature Materials Co.,Ltd. to Report Fiscal Year 2024 Results on Apr 26, 2025Beijing Lier High-temperature Materials Co.,Ltd. announced that they will report fiscal year 2024 results on Apr 26, 2025
Reported Earnings • Oct 31Third quarter 2024 earnings released: EPS: CN¥0.08 (vs CN¥0.089 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.08 (down from CN¥0.089 in 3Q 2023). Revenue: CN¥1.82b (up 18% from 3Q 2023). Net income: CN¥96.9m (down 8.7% from 3Q 2023). Profit margin: 5.3% (down from 6.9% 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 9.6% growth forecast for the Metals and Mining industry in China. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has fallen by 5% per year.
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 26%After last week's 26% share price gain to CN¥3.80, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 14x in the Metals and Mining industry in China. Total loss to shareholders of 16% over the past three years.
お知らせ • Sep 30Beijing Lier High-temperature Materials Co.,Ltd. to Report Q3, 2024 Results on Oct 31, 2024Beijing Lier High-temperature Materials Co.,Ltd. announced that they will report Q3, 2024 results on Oct 31, 2024
Board Change • Sep 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. 4 highly experienced directors. CFO & Non Independent Director Guo Xin was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Reported Earnings • Aug 29Second quarter 2024 earnings released: EPS: CN¥0.11 (vs CN¥0.095 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.11 (up from CN¥0.095 in 2Q 2023). Revenue: CN¥1.67b (up 28% from 2Q 2023). Net income: CN¥130.5m (up 15% from 2Q 2023). Profit margin: 7.8% (down from 8.7% in 2Q 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 9.5% growth forecast for the Metals and Mining industry in China. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 15% per year, which means it is performing significantly worse than earnings.
お知らせ • Jul 24Beijing Lier High-Temperature Materials Co.,Ltd. Approves Board ElectionsBeijing Lier High-temperature Materials Co.,Ltd. at its EGM held on July 22, 2024 approved election of Ren Lin as director, Yuan Lin and Song Fei as independent directors and Zhou Shengqiang and Zhao Xianhua as supervisors.
お知らせ • Jun 29Beijing Lier High-temperature Materials Co.,Ltd. to Report First Half, 2024 Results on Aug 29, 2024Beijing Lier High-temperature Materials Co.,Ltd. announced that they will report first half, 2024 results on Aug 29, 2024
Declared Dividend • May 27Dividend increased to CN¥0.063Dividend of CN¥0.063 is 85% higher than last year. Ex-date: 30th May 2024 Payment date: 30th May 2024 Dividend yield will be 1.7%, which is lower than the industry average of 2.8%. Sustainability & Growth Dividend is covered by earnings (19% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 9.7% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 58% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 25Beijing Lier High-temperature Materials Co.,Ltd. Announces Final Cash Dividend on A Shares for the Year 2023, Payable on 30 May 2024Beijing Lier High-temperature Materials Co.,Ltd. announced final cash dividend of CNY 0.63 per 10 shares (tax included) on A shares for the year 2023. Record date is 29 May 2024, Ex-date is 30 May 2024 and Payment Date is 30 May 2024.
お知らせ • May 01Beijing Lier High-temperature Materials Co.,Ltd., Annual General Meeting, May 21, 2024Beijing Lier High-temperature Materials Co.,Ltd., Annual General Meeting, May 21, 2024, at 15:00 China Standard Time. Location: Meeting Room of Luoyang Lier Functional Materials Co., Ltd., Luoyang, Henan China
Reported Earnings • Apr 30First quarter 2024 earnings released: EPS: CN¥0.07 (vs CN¥0.066 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.07 (up from CN¥0.066 in 1Q 2023). Revenue: CN¥1.49b (up 21% from 1Q 2023). Net income: CN¥82.4m (up 5.5% from 1Q 2023). Profit margin: 5.5% (down from 6.3% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
New Risk • Apr 12New major risk - Revenue and earnings growthEarnings have declined by 5.3% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings 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 Risk Earnings have declined by 5.3% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
お知らせ • Mar 30Beijing Lier High-temperature Materials Co.,Ltd. to Report Q1, 2024 Results on Apr 30, 2024Beijing Lier High-temperature Materials Co.,Ltd. announced that they will report Q1, 2024 results on Apr 30, 2024
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¥2.84, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 11x in the Metals and Mining industry in China. Total loss to shareholders of 29% over the past three years.
お知らせ • Dec 30Beijing Lier High-temperature Materials Co.,Ltd. to Report Fiscal Year 2023 Results on Apr 26, 2024Beijing Lier High-temperature Materials Co.,Ltd. announced that they will report fiscal year 2023 results on Apr 26, 2024
New Risk • Nov 06New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 23% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
Reported Earnings • Nov 01Third quarter 2023 earnings released: EPS: CN¥0.089 (vs CN¥0.055 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.089 (up from CN¥0.055 in 3Q 2022). Revenue: CN¥1.55b (up 26% from 3Q 2022). Net income: CN¥106.1m (up 62% from 3Q 2022). Profit margin: 6.9% (up from 5.4% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Metals and Mining industry in China. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
New Risk • Aug 29New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 22% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (4.7% net profit margin).
Reported Earnings • Aug 25Second quarter 2023 earnings released: EPS: CN¥0.095 (vs CN¥0.13 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.095 (down from CN¥0.13 in 2Q 2022). Revenue: CN¥1.31b (down 3.0% from 2Q 2022). Net income: CN¥113.2m (down 26% from 2Q 2022). Profit margin: 8.7% (down from 11% in 2Q 2022). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Metals and Mining industry in China. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
お知らせ • Jul 01Beijing Lier High-temperature Materials Co.,Ltd. to Report First Half, 2023 Results on Aug 25, 2023Beijing Lier High-temperature Materials Co.,Ltd. announced that they will report first half, 2023 results on Aug 25, 2023
お知らせ • May 31Beijing Lier High-temperature Materials Co.,Ltd. Announces Final Profit Distribution Plan to Be Implemented on A Shares for the Year 2022, Payable on 06 June 2023Beijing Lier High-temperature Materials Co.,Ltd. announced final profit distribution plan to be implemented on A shares as cash dividend per ten shares (tax included) of CNY 0.34000000 for the year 2022, payable on 06 June 2023. Record date is 05 June 2023. Ex-date is 06 June 2023.
Reported Earnings • Mar 28Full year 2022 earnings released: EPS: CN¥0.21 (vs CN¥0.34 in FY 2021)Full year 2022 results: EPS: CN¥0.21 (down from CN¥0.34 in FY 2021). Revenue: CN¥4.72b (down 3.9% from FY 2021). Net income: CN¥256.3m (down 36% from FY 2021). Profit margin: 5.4% (down from 8.1% in FY 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Metals and Mining industry in China. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
Board Change • Nov 16High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. CFO & Non Independent Director Guo Xin was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: CN¥0.055 (vs CN¥0.12 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.055 (down from CN¥0.12 in 3Q 2021). Revenue: CN¥1.22b (down 6.2% from 3Q 2021). Net income: CN¥65.6m (down 54% from 3Q 2021). Profit margin: 5.4% (down from 11% in 3Q 2021). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Metals and Mining industry in China. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 2% per year.
Reported Earnings • Aug 24Second quarter 2022 earnings released: EPS: CN¥0.13 (vs CN¥0.11 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.13 (up from CN¥0.11 in 2Q 2021). Revenue: CN¥1.35b (up 6.0% from 2Q 2021). Net income: CN¥152.4m (up 18% from 2Q 2021). Profit margin: 11% (up from 10% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 24%, compared to a 32% growth forecast for the Metals and Mining industry in China. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
Reported Earnings • Apr 27First quarter 2022 earnings released: EPS: CN¥0.059 (vs CN¥0.096 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.059 (down from CN¥0.096 in 1Q 2021). Revenue: CN¥1.16b (down 5.2% from 1Q 2021). Net income: CN¥70.1m (down 37% from 1Q 2021). Profit margin: 6.1% (down from 9.2% in 1Q 2021). The decrease in margin was driven by lower revenue. Over the next year, revenue is forecast to grow 29%, compared to a 35% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Board Change • Apr 27High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. 2 experienced directors. 3 highly experienced directors. Suprvisor Chen Dongming is the most experienced director on the board, commencing their role in 2007. 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 23Third quarter 2021 earnings released: EPS CN¥0.12 (vs CN¥0.12 in 3Q 2020)The company reported a mediocre third quarter result with weaker profit margins, although earnings were flat and revenues improved. Third quarter 2021 results: Revenue: CN¥1.31b (up 16% from 3Q 2020). Net income: CN¥142.7m (flat on 3Q 2020). Profit margin: 11% (down from 13% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 12% per year.
Valuation Update With 7 Day Price Move • Sep 28Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to CN¥4.82, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 18x in the Metals and Mining industry in China. Total returns to shareholders of 41% over the past three years.
Valuation Update With 7 Day Price Move • Aug 28Investor sentiment improved over the past weekAfter last week's 20% share price gain to CN¥4.95, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 21x in the Metals and Mining industry in China. Total returns to shareholders of 34% over the past three years.
Reported Earnings • Aug 22Second quarter 2021 earnings released: EPS CN¥0.11 (vs CN¥0.12 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: CN¥1.27b (up 21% from 2Q 2020). Net income: CN¥128.9m (down 3.4% from 2Q 2020). Profit margin: 10% (down from 13% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Apr 21Full year 2020 earnings released: EPS CN¥0.38 (vs CN¥0.35 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: CN¥4.31b (up 15% from FY 2019). Net income: CN¥453.3m (up 9.0% from FY 2019). Profit margin: 11% (in line with FY 2019). Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Is New 90 Day High Low • Jan 29New 90-day low: CN¥3.99The company is down 22% from its price of CN¥5.09 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 Metals and Mining industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥7.53 per share.
Is New 90 Day High Low • Jan 11New 90-day low: CN¥4.05The company is down 31% from its price of CN¥5.84 on 14 October 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥7.41 per share.
Is New 90 Day High Low • Dec 24New 90-day low: CN¥4.66The company is down 22% from its price of CN¥5.98 on 25 September 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥7.68 per share.
Reported Earnings • Oct 30Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥479.3m, up 19% from the prior year. Total revenue was CN¥4.39b over the last 12 months, up 28% from the prior year.