View ValuationNingbo ShanshanLtd 将来の成長Future 基準チェック /26Ningbo ShanshanLtd利益と収益がそれぞれ年間21.2%と3.3%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6.9% 20%なると予測されています。主要情報21.2%収益成長率20.02%EPS成長率Chemicals 収益成長29.3%収益成長率3.3%将来の株主資本利益率6.85%アナリストカバレッジLow最終更新日26 Jun 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 updatesお知らせ • Jun 30Ningbo Shanshan Co.,Ltd. to Report First Half, 2026 Results on Aug 28, 2026Ningbo Shanshan Co.,Ltd. announced that they will report first half, 2026 results on Aug 28, 2026Board Change • May 20Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 9 experienced directors. 2 highly experienced directors. 4 independent directors (7 non-independent directors). Independent Director Yunfeng Zhang was the last independent director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Apr 30Ningbo Shanshan Co.,Ltd., Annual General Meeting, May 20, 2026Ningbo Shanshan Co.,Ltd., Annual General Meeting, May 20, 2026, at 13:30 China Standard Time. Location: 28F, No. 777, Rili Middle Road, Yinzhou District, Ningbo, Zhejiang Chinaお知らせ • Mar 30Ningbo Shanshan Co.,Ltd. to Report Q1, 2026 Results on Apr 30, 2026Ningbo Shanshan Co.,Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026お知らせ • Dec 26Ningbo Shanshan Co.,Ltd. to Report Fiscal Year 2025 Results on Apr 30, 2026Ningbo Shanshan Co.,Ltd. announced that they will report fiscal year 2025 results on Apr 30, 2026お知らせ • Sep 30Ningbo Shanshan Co.,Ltd. to Report Q3, 2025 Results on Oct 31, 2025Ningbo Shanshan Co.,Ltd. announced that they will report Q3, 2025 results on Oct 31, 2025お知らせ • Jun 30Ningbo Shanshan Co.,Ltd. to Report First Half, 2025 Results on Aug 30, 2025Ningbo Shanshan Co.,Ltd. announced that they will report first half, 2025 results on Aug 30, 2025お知らせ • Apr 26Ningbo Shanshan Co.,Ltd., Annual General Meeting, May 16, 2025Ningbo Shanshan Co.,Ltd., Annual General Meeting, May 16, 2025, at 13:30 China Standard Time. Location: 28F, No. 777, Rili Middle Road, Yinzhou District, Ningbo, Zhejiang Chinaお知らせ • Mar 28Ningbo Shanshan Co.,Ltd. to Report Q1, 2025 Results on Apr 26, 2025Ningbo Shanshan Co.,Ltd. announced that they will report Q1, 2025 results on Apr 26, 2025お知らせ • Dec 27Ningbo Shanshan Co.,Ltd. to Report Fiscal Year 2024 Results on Apr 26, 2025Ningbo Shanshan Co.,Ltd. announced that they will report fiscal year 2024 results on Apr 26, 2025Reported Earnings • Oct 31Third quarter 2024 earnings released: EPS: CN¥0.003 (vs CN¥0.11 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.003 (down from CN¥0.11 in 3Q 2023). Revenue: CN¥4.46b (down 15% from 3Q 2023). Net income: CN¥5.64m (down 97% from 3Q 2023). Profit margin: 0.1% (down from 3.6% in 3Q 2023). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Chemicals industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 35 percentage points per year, which is a significant difference in performance.お知らせ • Sep 30Ningbo Shanshan Co.,Ltd. to Report Q3, 2024 Results on Oct 31, 2024Ningbo Shanshan Co.,Ltd. announced that they will report Q3, 2024 results on Oct 31, 2024Reported Earnings • Aug 31Second quarter 2024 earnings released: EPS: CN¥0.042 (vs CN¥0.25 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.042 (down from CN¥0.25 in 2Q 2023). Revenue: CN¥5.07b (up 1.0% from 2Q 2023). Net income: CN¥90.9m (down 79% from 2Q 2023). Profit margin: 1.8% (down from 8.8% in 2Q 2023). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 38% per year, which means it has not declined as severely as earnings.お知らせ • Jun 28Ningbo Shanshan Co.,Ltd. to Report First Half, 2024 Results on Aug 30, 2024Ningbo Shanshan Co.,Ltd. announced that they will report first half, 2024 results on Aug 30, 2024お知らせ • Jun 08Ningbo Shanshan Co.,Ltd. (SHSE:600884) announces an Equity Buyback for CNY 400 million worth of its shares.Ningbo Shanshan Co.,Ltd. (SHSE:600884) announces a share repurchase program. Under the program, the company will repurchase up to CNY 400 million worth of its shares. The shares will be purchased at a price not exceeding CNY 16.60 per share. The purpose of the program is to protect the company's value and shareholders' rights. The repurchased shares will be sold in accordance with relevant regulations, and the part that is not sold after the deadline will be cancelled according to law.. The program will be valid for 3 months.Declared Dividend • Jun 03Dividend reduced to CN¥0.20Dividend of CN¥0.20 is 33% lower than last year. Ex-date: 6th June 2024 Payment date: 6th June 2024 Dividend yield will be 1.9%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is not covered by earnings (382% earnings payout ratio) and 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 25% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 325% to bring the payout ratio under control. EPS is expected to grow by 224% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.Reported Earnings • Apr 27First quarter 2024 earnings released: CN¥0.033 loss per share (vs CN¥0.29 profit in 1Q 2023)First quarter 2024 results: CN¥0.033 loss per share (down from CN¥0.29 profit in 1Q 2023). Revenue: CN¥3.75b (down 16% from 1Q 2023). Net loss: CN¥73.3m (down 113% from profit in 1Q 2023). Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Chemicals 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 13% per year, which means it has not declined as severely as earnings.お知らせ • Apr 27Ningbo Shanshan Co.,Ltd., Annual General Meeting, May 16, 2024Ningbo Shanshan Co.,Ltd., Annual General Meeting, May 16, 2024, at 13:30 China Standard Time. Location: 28F, No. 777, Rili Middle Road, Yinzhou District, Ningbo, Zhejiang Chinaお知らせ • Mar 30Ningbo Shanshan Co.,Ltd. to Report Q1, 2024 Results on Apr 26, 2024Ningbo Shanshan Co.,Ltd. announced that they will report Q1, 2024 results on Apr 26, 2024お知らせ • Feb 07Ningbo Shanshan Co.,Ltd. (SHSE:600884) announces an Equity Buyback for CNY 500 million worth of its shares.Ningbo Shanshan Co.,Ltd. (SHSE:600884) announces a share repurchase program. Under the program, the company will repurchase up to CNY 500 million worth of its shares. The shares will be purchased at a price not exceeding CNY 18.60 per share. The purpose of the program is to maintain the company’s value and safeguard the rights and interests of shareholders. The program will be valid for 3 months.Valuation Update With 7 Day Price Move • Feb 02Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to CN¥9.40, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 13x in the Chemicals industry in China. Total loss to shareholders of 37% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥5.01 per share.お知らせ • Dec 30Ningbo Shanshan Co.,Ltd. to Report Fiscal Year 2023 Results on Apr 26, 2024Ningbo Shanshan Co.,Ltd. announced that they will report fiscal year 2023 results on Apr 26, 2024New Risk • Nov 02New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Currently running at an operating cash loss. This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). High level of non-cash earnings (33% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (8.2% net profit margin).Reported Earnings • Nov 02Third quarter 2023 earnings released: EPS: CN¥0.11 (vs CN¥0.25 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.11 (down from CN¥0.25 in 3Q 2022). Revenue: CN¥5.24b (up 3.4% from 3Q 2022). Net income: CN¥189.1m (down 66% from 3Q 2022). Profit margin: 3.6% (down from 11% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Board Change • Oct 18Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 10 experienced directors. 1 highly experienced director. 4 independent directors (5 non-independent directors). Independent director Yan Xiu Xu was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Aug 30Second quarter 2023 earnings released: EPS: CN¥0.25 (vs CN¥0.40 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.25 (down from CN¥0.40 in 2Q 2022). Revenue: CN¥5.02b (down 13% from 2Q 2022). Net income: CN¥440.5m (down 48% from 2Q 2022). Profit margin: 8.8% (down from 15% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Reported Earnings • Apr 24Full year 2022 earnings released: EPS: CN¥1.23 (vs CN¥2.04 in FY 2021)Full year 2022 results: EPS: CN¥1.23 (down from CN¥2.04 in FY 2021). Revenue: CN¥21.7b (up 4.8% from FY 2021). Net income: CN¥2.69b (down 19% from FY 2021). Profit margin: 12% (down from 16% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 11 experienced directors. 1 highly experienced director. 5 independent directors (7 non-independent directors). Vice Chairman Wei Zhuang was the last director to join the board, commencing their role in 2011. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: CN¥0.25 (vs CN¥1.22 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.25 (down from CN¥1.22 in 3Q 2021). Revenue: CN¥5.07b (down 12% from 3Q 2021). Net income: CN¥547.7m (down 73% from 3Q 2021). Profit margin: 11% (down from 35% in 3Q 2021). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has increased by 89% per year but the company’s share price has only increased by 39% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 12Second quarter 2022 earnings released: EPS: CN¥0.40 (vs CN¥0.28 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.40 (up from CN¥0.28 in 2Q 2021). Revenue: CN¥5.74b (down 3.4% from 2Q 2021). Net income: CN¥854.1m (up 87% from 2Q 2021). Profit margin: 15% (up from 7.7% in 2Q 2021). The increase in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 15%, compared to a 41% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has only increased by 60% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jun 29Investor sentiment improved over the past weekAfter last week's 20% share price gain to CN¥31.80, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 18x in the Chemicals industry in China. Total returns to shareholders of 311% over the past three years.Reported Earnings • Apr 29First quarter 2022 earnings released: EPS: CN¥0.38 (vs CN¥0.19 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.38 (up from CN¥0.19 in 1Q 2021). Revenue: CN¥5.03b (up 26% from 1Q 2021). Net income: CN¥807.1m (up 167% from 1Q 2021). Profit margin: 16% (up from 7.6% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 5.9%, compared to a 42% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. 4 highly experienced directors. 3 independent directors (7 non-independent directors). Director Guanghua Chen was the last director to join the board, commencing their role in 2011. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Oct 28Third quarter 2021 earnings released: EPS CN¥1.22 (vs CN¥0.12 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥5.77b (up 145% from 3Q 2020). Net income: CN¥2.01b (up CN¥1.84b from 3Q 2020). Profit margin: 35% (up from 7.5% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 67% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Oct 16Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥38.30, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 19x in the Chemicals industry in China. Total returns to shareholders of 344% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥23.25 per share.Reported Earnings • Aug 11Second quarter 2021 earnings released: EPS CN¥0.28 (vs CN¥0.21 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2021 results: Revenue: CN¥5.95b (up 199% from 2Q 2020). Net income: CN¥457.4m (up 149% from 2Q 2020). Profit margin: 7.7% (down from 9.2% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has increased by 36% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Jul 09Investor sentiment improved over the past weekAfter last week's 22% share price gain to CN¥27.47, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 19x in the Chemicals industry in China. Total returns to shareholders of 110% over the past three years.Valuation Update With 7 Day Price Move • Jun 09Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥20.32, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 18x in the Chemicals industry in China. Total returns to shareholders of 39% over the past three years.Reported Earnings • Apr 30First quarter 2021 earnings released: EPS CN¥0.19 (vs CN¥0.052 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥4.00b (up 227% from 1Q 2020). Net income: CN¥302.3m (up CN¥386.0m from 1Q 2020). Profit margin: 7.6% (up from net loss in 1Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.Reported Earnings • Apr 04Full year 2020 earnings released: EPS CN¥0.097 (vs CN¥0.17 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥8.22b (down 5.3% from FY 2019). Net income: CN¥138.0m (down 49% from FY 2019). Profit margin: 1.7% (down from 3.1% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Is New 90 Day High Low • Dec 25New 90-day high: CN¥19.02The company is up 84% from its price of CN¥10.33 on 25 September 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥0.90 per share.Is New 90 Day High Low • Dec 10New 90-day high: CN¥16.08The company is up 58% from its price of CN¥10.20 on 11 September 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥0.90 per share.Is New 90 Day High Low • Nov 17New 90-day high: CN¥13.23The company is up 2.0% from its price of CN¥12.95 on 19 August 2020. The Chinese market is down 3.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Chemicals industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥0.81 per share.Reported Earnings • Oct 28Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥259.7m, down 25% from the prior year. Total revenue was CN¥7.73b over the last 12 months, down 14% from the prior year.業績と収益の成長予測XSSC:600884 - 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12/31/202824,0411,5273,450N/A212/31/202726,4791,760-7143,156212/31/202624,2531,332-8842,59923/31/202622,1637561,6112,536N/A12/31/202521,5874586902,259N/A9/30/202520,205-1076203,212N/A6/30/202519,718-177-1252,632N/A3/31/202519,732-261-2,5061,385N/A12/31/202418,680-367-1,9661,860N/A9/30/202417,645-414-1,3292,355N/A6/30/202418,422-230-2,8801,957N/A3/31/202418,373119-3,5941,452N/A12/31/202319,070765-6,162-198N/A9/30/202320,5701,685-8,123-2,837N/A6/30/202320,3972,043-7,192-2,518N/A3/31/202321,1222,457-5,126-926N/A12/31/202221,7022,691-3,798506N/A9/30/202220,8282,775-1,2902,304N/A6/30/202221,5254,241-2922,748N/A3/31/202221,7303,844-2,185771N/A12/31/202120,6993,340-1,743-364N/A9/30/202118,3652,634-2,474-662N/A6/30/202114,952798-2,765-1,199N/A3/31/202110,993524-1,248-605N/A12/31/20208,216138-314329N/A9/30/20207,7282605321,308N/A6/30/20207,4491512711,482N/A3/31/20207,870151-4121,205N/A12/31/20198,680270N/A886N/A9/30/20198,986349N/A573N/A6/30/20199,007869N/A449N/A3/31/20199,0721,001N/A551N/A12/31/20188,8531,115N/A540N/A9/30/20188,0091,482N/A-320N/A6/30/20188,7061,023N/A-646N/A3/31/20188,546962N/A-469N/A12/31/20178,271896N/A-381N/A9/30/20178,252503N/A-241N/A6/30/20176,886445N/A-246N/A3/31/20175,889370N/A-678N/A12/31/20165,475330N/A-578N/A9/30/20165,723320N/A-812N/A6/30/20165,499304N/A-629N/A3/31/20165,209410N/A-364N/A12/31/20154,928691N/A-131N/A9/30/20153,953864N/A-239N/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: 600884の予測収益成長率 (年間21.2% ) は 貯蓄率 ( 2.4% ) を上回っています。収益対市場: 600884の収益 ( 21.2% ) CN市場 ( 27.4% ) よりも低い成長が予測されています。高成長収益: 600884の収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: 600884の収益 ( 3.3% ) CN市場 ( 16.7% ) よりも低い成長が予測されています。高い収益成長: 600884の収益 ( 3.3% ) 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: 600884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 ( 6.9 %)。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2026/07/07 23:38終値2026/07/07 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。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Ningbo Shanshan Co.,Ltd. 2 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。9 アナリスト機関Jiancong YuanCitic Securities Co., Ltd.Dongying WuCitigroup Incnull nullCLSA6 その他のアナリストを表示
お知らせ • Jun 30Ningbo Shanshan Co.,Ltd. to Report First Half, 2026 Results on Aug 28, 2026Ningbo Shanshan Co.,Ltd. announced that they will report first half, 2026 results on Aug 28, 2026
Board Change • May 20Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 9 experienced directors. 2 highly experienced directors. 4 independent directors (7 non-independent directors). Independent Director Yunfeng Zhang was the last independent director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Apr 30Ningbo Shanshan Co.,Ltd., Annual General Meeting, May 20, 2026Ningbo Shanshan Co.,Ltd., Annual General Meeting, May 20, 2026, at 13:30 China Standard Time. Location: 28F, No. 777, Rili Middle Road, Yinzhou District, Ningbo, Zhejiang China
お知らせ • Mar 30Ningbo Shanshan Co.,Ltd. to Report Q1, 2026 Results on Apr 30, 2026Ningbo Shanshan Co.,Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026
お知らせ • Dec 26Ningbo Shanshan Co.,Ltd. to Report Fiscal Year 2025 Results on Apr 30, 2026Ningbo Shanshan Co.,Ltd. announced that they will report fiscal year 2025 results on Apr 30, 2026
お知らせ • Sep 30Ningbo Shanshan Co.,Ltd. to Report Q3, 2025 Results on Oct 31, 2025Ningbo Shanshan Co.,Ltd. announced that they will report Q3, 2025 results on Oct 31, 2025
お知らせ • Jun 30Ningbo Shanshan Co.,Ltd. to Report First Half, 2025 Results on Aug 30, 2025Ningbo Shanshan Co.,Ltd. announced that they will report first half, 2025 results on Aug 30, 2025
お知らせ • Apr 26Ningbo Shanshan Co.,Ltd., Annual General Meeting, May 16, 2025Ningbo Shanshan Co.,Ltd., Annual General Meeting, May 16, 2025, at 13:30 China Standard Time. Location: 28F, No. 777, Rili Middle Road, Yinzhou District, Ningbo, Zhejiang China
お知らせ • Mar 28Ningbo Shanshan Co.,Ltd. to Report Q1, 2025 Results on Apr 26, 2025Ningbo Shanshan Co.,Ltd. announced that they will report Q1, 2025 results on Apr 26, 2025
お知らせ • Dec 27Ningbo Shanshan Co.,Ltd. to Report Fiscal Year 2024 Results on Apr 26, 2025Ningbo Shanshan 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¥0.003 (vs CN¥0.11 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.003 (down from CN¥0.11 in 3Q 2023). Revenue: CN¥4.46b (down 15% from 3Q 2023). Net income: CN¥5.64m (down 97% from 3Q 2023). Profit margin: 0.1% (down from 3.6% in 3Q 2023). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Chemicals industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 35 percentage points per year, which is a significant difference in performance.
お知らせ • Sep 30Ningbo Shanshan Co.,Ltd. to Report Q3, 2024 Results on Oct 31, 2024Ningbo Shanshan Co.,Ltd. announced that they will report Q3, 2024 results on Oct 31, 2024
Reported Earnings • Aug 31Second quarter 2024 earnings released: EPS: CN¥0.042 (vs CN¥0.25 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.042 (down from CN¥0.25 in 2Q 2023). Revenue: CN¥5.07b (up 1.0% from 2Q 2023). Net income: CN¥90.9m (down 79% from 2Q 2023). Profit margin: 1.8% (down from 8.8% in 2Q 2023). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 38% per year, which means it has not declined as severely as earnings.
お知らせ • Jun 28Ningbo Shanshan Co.,Ltd. to Report First Half, 2024 Results on Aug 30, 2024Ningbo Shanshan Co.,Ltd. announced that they will report first half, 2024 results on Aug 30, 2024
お知らせ • Jun 08Ningbo Shanshan Co.,Ltd. (SHSE:600884) announces an Equity Buyback for CNY 400 million worth of its shares.Ningbo Shanshan Co.,Ltd. (SHSE:600884) announces a share repurchase program. Under the program, the company will repurchase up to CNY 400 million worth of its shares. The shares will be purchased at a price not exceeding CNY 16.60 per share. The purpose of the program is to protect the company's value and shareholders' rights. The repurchased shares will be sold in accordance with relevant regulations, and the part that is not sold after the deadline will be cancelled according to law.. The program will be valid for 3 months.
Declared Dividend • Jun 03Dividend reduced to CN¥0.20Dividend of CN¥0.20 is 33% lower than last year. Ex-date: 6th June 2024 Payment date: 6th June 2024 Dividend yield will be 1.9%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is not covered by earnings (382% earnings payout ratio) and 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 25% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 325% to bring the payout ratio under control. EPS is expected to grow by 224% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
Reported Earnings • Apr 27First quarter 2024 earnings released: CN¥0.033 loss per share (vs CN¥0.29 profit in 1Q 2023)First quarter 2024 results: CN¥0.033 loss per share (down from CN¥0.29 profit in 1Q 2023). Revenue: CN¥3.75b (down 16% from 1Q 2023). Net loss: CN¥73.3m (down 113% from profit in 1Q 2023). Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Chemicals 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 13% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 27Ningbo Shanshan Co.,Ltd., Annual General Meeting, May 16, 2024Ningbo Shanshan Co.,Ltd., Annual General Meeting, May 16, 2024, at 13:30 China Standard Time. Location: 28F, No. 777, Rili Middle Road, Yinzhou District, Ningbo, Zhejiang China
お知らせ • Mar 30Ningbo Shanshan Co.,Ltd. to Report Q1, 2024 Results on Apr 26, 2024Ningbo Shanshan Co.,Ltd. announced that they will report Q1, 2024 results on Apr 26, 2024
お知らせ • Feb 07Ningbo Shanshan Co.,Ltd. (SHSE:600884) announces an Equity Buyback for CNY 500 million worth of its shares.Ningbo Shanshan Co.,Ltd. (SHSE:600884) announces a share repurchase program. Under the program, the company will repurchase up to CNY 500 million worth of its shares. The shares will be purchased at a price not exceeding CNY 18.60 per share. The purpose of the program is to maintain the company’s value and safeguard the rights and interests of shareholders. The program will be valid for 3 months.
Valuation Update With 7 Day Price Move • Feb 02Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to CN¥9.40, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 13x in the Chemicals industry in China. Total loss to shareholders of 37% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥5.01 per share.
お知らせ • Dec 30Ningbo Shanshan Co.,Ltd. to Report Fiscal Year 2023 Results on Apr 26, 2024Ningbo Shanshan Co.,Ltd. announced that they will report fiscal year 2023 results on Apr 26, 2024
New Risk • Nov 02New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Currently running at an operating cash loss. This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). High level of non-cash earnings (33% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (8.2% net profit margin).
Reported Earnings • Nov 02Third quarter 2023 earnings released: EPS: CN¥0.11 (vs CN¥0.25 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.11 (down from CN¥0.25 in 3Q 2022). Revenue: CN¥5.24b (up 3.4% from 3Q 2022). Net income: CN¥189.1m (down 66% from 3Q 2022). Profit margin: 3.6% (down from 11% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Board Change • Oct 18Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 10 experienced directors. 1 highly experienced director. 4 independent directors (5 non-independent directors). Independent director Yan Xiu Xu was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Aug 30Second quarter 2023 earnings released: EPS: CN¥0.25 (vs CN¥0.40 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.25 (down from CN¥0.40 in 2Q 2022). Revenue: CN¥5.02b (down 13% from 2Q 2022). Net income: CN¥440.5m (down 48% from 2Q 2022). Profit margin: 8.8% (down from 15% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Apr 24Full year 2022 earnings released: EPS: CN¥1.23 (vs CN¥2.04 in FY 2021)Full year 2022 results: EPS: CN¥1.23 (down from CN¥2.04 in FY 2021). Revenue: CN¥21.7b (up 4.8% from FY 2021). Net income: CN¥2.69b (down 19% from FY 2021). Profit margin: 12% (down from 16% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 11 experienced directors. 1 highly experienced director. 5 independent directors (7 non-independent directors). Vice Chairman Wei Zhuang was the last director to join the board, commencing their role in 2011. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: CN¥0.25 (vs CN¥1.22 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.25 (down from CN¥1.22 in 3Q 2021). Revenue: CN¥5.07b (down 12% from 3Q 2021). Net income: CN¥547.7m (down 73% from 3Q 2021). Profit margin: 11% (down from 35% in 3Q 2021). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has increased by 89% per year but the company’s share price has only increased by 39% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 12Second quarter 2022 earnings released: EPS: CN¥0.40 (vs CN¥0.28 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.40 (up from CN¥0.28 in 2Q 2021). Revenue: CN¥5.74b (down 3.4% from 2Q 2021). Net income: CN¥854.1m (up 87% from 2Q 2021). Profit margin: 15% (up from 7.7% in 2Q 2021). The increase in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 15%, compared to a 41% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has only increased by 60% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jun 29Investor sentiment improved over the past weekAfter last week's 20% share price gain to CN¥31.80, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 18x in the Chemicals industry in China. Total returns to shareholders of 311% over the past three years.
Reported Earnings • Apr 29First quarter 2022 earnings released: EPS: CN¥0.38 (vs CN¥0.19 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.38 (up from CN¥0.19 in 1Q 2021). Revenue: CN¥5.03b (up 26% from 1Q 2021). Net income: CN¥807.1m (up 167% from 1Q 2021). Profit margin: 16% (up from 7.6% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 5.9%, compared to a 42% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. 4 highly experienced directors. 3 independent directors (7 non-independent directors). Director Guanghua Chen was the last director to join the board, commencing their role in 2011. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Oct 28Third quarter 2021 earnings released: EPS CN¥1.22 (vs CN¥0.12 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥5.77b (up 145% from 3Q 2020). Net income: CN¥2.01b (up CN¥1.84b from 3Q 2020). Profit margin: 35% (up from 7.5% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 67% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Oct 16Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥38.30, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 19x in the Chemicals industry in China. Total returns to shareholders of 344% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥23.25 per share.
Reported Earnings • Aug 11Second quarter 2021 earnings released: EPS CN¥0.28 (vs CN¥0.21 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2021 results: Revenue: CN¥5.95b (up 199% from 2Q 2020). Net income: CN¥457.4m (up 149% from 2Q 2020). Profit margin: 7.7% (down from 9.2% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has increased by 36% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Jul 09Investor sentiment improved over the past weekAfter last week's 22% share price gain to CN¥27.47, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 19x in the Chemicals industry in China. Total returns to shareholders of 110% over the past three years.
Valuation Update With 7 Day Price Move • Jun 09Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥20.32, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 18x in the Chemicals industry in China. Total returns to shareholders of 39% over the past three years.
Reported Earnings • Apr 30First quarter 2021 earnings released: EPS CN¥0.19 (vs CN¥0.052 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥4.00b (up 227% from 1Q 2020). Net income: CN¥302.3m (up CN¥386.0m from 1Q 2020). Profit margin: 7.6% (up from net loss in 1Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
Reported Earnings • Apr 04Full year 2020 earnings released: EPS CN¥0.097 (vs CN¥0.17 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥8.22b (down 5.3% from FY 2019). Net income: CN¥138.0m (down 49% from FY 2019). Profit margin: 1.7% (down from 3.1% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Is New 90 Day High Low • Dec 25New 90-day high: CN¥19.02The company is up 84% from its price of CN¥10.33 on 25 September 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥0.90 per share.
Is New 90 Day High Low • Dec 10New 90-day high: CN¥16.08The company is up 58% from its price of CN¥10.20 on 11 September 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥0.90 per share.
Is New 90 Day High Low • Nov 17New 90-day high: CN¥13.23The company is up 2.0% from its price of CN¥12.95 on 19 August 2020. The Chinese market is down 3.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Chemicals industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥0.81 per share.
Reported Earnings • Oct 28Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥259.7m, down 25% from the prior year. Total revenue was CN¥7.73b over the last 12 months, down 14% from the prior year.