View Future GrowthXinfengming Group 過去の業績過去 基準チェック /16Xinfengming Groupの収益は年間平均-8.6%の割合で減少していますが、 Chemicals業界の収益は年間 減少しています。収益は年間5.6% 11.3%割合で 増加しています。 Xinfengming Groupの自己資本利益率は5.1%であり、純利益率は1.4%です。主要情報-8.64%収益成長率-9.99%EPS成長率Chemicals 業界の成長12.10%収益成長率11.33%株主資本利益率5.13%ネット・マージン1.45%前回の決算情報31 Mar 2026最近の業績更新お知らせ • Mar 30Xinfengming Group Co., Ltd. to Report Q1, 2026 Results on Apr 29, 2026Xinfengming Group Co., Ltd. announced that they will report Q1, 2026 results on Apr 29, 2026お知らせ • Dec 26Xinfengming Group Co., Ltd. to Report Fiscal Year 2025 Results on Apr 17, 2026Xinfengming Group Co., Ltd. announced that they will report fiscal year 2025 results on Apr 17, 2026お知らせ • Sep 30Xinfengming Group Co., Ltd. to Report Q3, 2025 Results on Oct 31, 2025Xinfengming Group Co., Ltd. announced that they will report Q3, 2025 results on Oct 31, 2025お知らせ • Jun 30Xinfengming Group Co., Ltd. to Report First Half, 2025 Results on Aug 29, 2025Xinfengming Group Co., Ltd. announced that they will report first half, 2025 results on Aug 29, 2025お知らせ • Mar 28Xinfengming Group Co., Ltd. to Report Q1, 2025 Results on Apr 29, 2025Xinfengming Group Co., Ltd. announced that they will report Q1, 2025 results on Apr 29, 2025お知らせ • Dec 27Xinfengming Group Co., Ltd. to Report Fiscal Year 2024 Results on Apr 25, 2025Xinfengming Group Co., Ltd. announced that they will report fiscal year 2024 results on Apr 25, 2025すべての更新を表示Recent updatesValuation Update With 7 Day Price Move • Jun 05Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥20.33, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 19x in the Chemicals industry in China. Total returns to shareholders of 93% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥27.23 per share.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 an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 4 highly experienced directors. 3 independent directors (5 non-independent directors). Independent Director Aijun Song 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 17Xinfengming Group Co., Ltd., Annual General Meeting, May 07, 2026Xinfengming Group Co., Ltd., Annual General Meeting, May 07, 2026, at 14:00 China Standard Time. Location: The Company's Meeting Room, Tongxiang, Zhejiang Chinaお知らせ • Mar 30Xinfengming Group Co., Ltd. to Report Q1, 2026 Results on Apr 29, 2026Xinfengming Group Co., Ltd. announced that they will report Q1, 2026 results on Apr 29, 2026お知らせ • Dec 26Xinfengming Group Co., Ltd. to Report Fiscal Year 2025 Results on Apr 17, 2026Xinfengming Group Co., Ltd. announced that they will report fiscal year 2025 results on Apr 17, 2026お知らせ • Sep 30Xinfengming Group Co., Ltd. to Report Q3, 2025 Results on Oct 31, 2025Xinfengming Group Co., Ltd. announced that they will report Q3, 2025 results on Oct 31, 2025お知らせ • Jun 30Xinfengming Group Co., Ltd. to Report First Half, 2025 Results on Aug 29, 2025Xinfengming Group Co., Ltd. announced that they will report first half, 2025 results on Aug 29, 2025お知らせ • Apr 25Xinfengming Group Co., Ltd., Annual General Meeting, May 19, 2025Xinfengming Group Co., Ltd., Annual General Meeting, May 19, 2025, at 13:30 China Standard Time. Location: The Company's Meeting Room, Tongxiang, Zhejiang Chinaお知らせ • Mar 28Xinfengming Group Co., Ltd. to Report Q1, 2025 Results on Apr 29, 2025Xinfengming Group Co., Ltd. announced that they will report Q1, 2025 results on Apr 29, 2025お知らせ • Dec 27Xinfengming Group Co., Ltd. to Report Fiscal Year 2024 Results on Apr 25, 2025Xinfengming Group Co., Ltd. announced that they will report fiscal year 2024 results on Apr 25, 2025Reported Earnings • Oct 31Third quarter 2024 earnings released: EPS: CN¥0.097 (vs CN¥0.27 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.097 (down from CN¥0.27 in 3Q 2023). Revenue: CN¥17.9b (up 12% from 3Q 2023). Net income: CN¥140.9m (down 65% from 3Q 2023). Profit margin: 0.8% (down from 2.5% in 3Q 2023). Revenue is forecast to grow 8.0% 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 39% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.お知らせ • Sep 30Xinfengming Group Co., Ltd. to Report Q3, 2024 Results on Oct 29, 2024Xinfengming Group Co., Ltd. announced that they will report Q3, 2024 results on Oct 29, 2024Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 21%After last week's 21% share price gain to CN¥11.70, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 16x in the Chemicals industry in China. Total loss to shareholders of 27% over the past three years.New Risk • Sep 08New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 27% 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: Major Risk Debt is not well covered by operating cash flow (7.7% operating cash flow to total debt). Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results.Reported Earnings • Aug 29Second quarter 2024 earnings released: EPS: CN¥0.22 (vs CN¥0.19 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.22 (up from CN¥0.19 in 2Q 2023). Revenue: CN¥16.8b (up 7.3% from 2Q 2023). Net income: CN¥329.5m (up 14% from 2Q 2023). Profit margin: 2.0% (up from 1.8% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.4% 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 45% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.お知らせ • Jun 29Xinfengming Group Co., Ltd. to Report First Half, 2024 Results on Aug 29, 2024Xinfengming Group Co., Ltd. announced that they will report first half, 2024 results on Aug 29, 2024New Risk • May 15New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 21% 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: Major Risk Debt is not well covered by operating cash flow (14% operating cash flow to total debt). Minor Risks Dividend is not well covered by cash flows (91% cash payout ratio). Large one-off items impacting financial results.Reported Earnings • Apr 26First quarter 2024 earnings released: EPS: CN¥0.18 (vs CN¥0.13 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.18 (up from CN¥0.13 in 1Q 2023). Revenue: CN¥14.5b (up 16% from 1Q 2023). Net income: CN¥275.2m (up 45% from 1Q 2023). Profit margin: 1.9% (up from 1.5% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.3% 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 48% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.お知らせ • Mar 29Xinfengming Group Co., Ltd. to Report Q1, 2024 Results on Apr 26, 2024Xinfengming Group Co., Ltd. announced that they will report Q1, 2024 results on Apr 26, 2024お知らせ • Mar 26Xinfengming Group Co., Ltd., Annual General Meeting, Apr 15, 2024Xinfengming Group Co., Ltd., Annual General Meeting, Apr 15, 2024, at 14:00 China Standard Time. Location: The Company's Meeting Room, Tongxiang, Zhejiang ChinaReported Earnings • Mar 26Full year 2023 earnings released: EPS: CN¥0.72 (vs CN¥0.14 loss in FY 2022)Full year 2023 results: EPS: CN¥0.72 (up from CN¥0.14 loss in FY 2022). Revenue: CN¥61.5b (up 21% from FY 2022). Net income: CN¥1.09b (up CN¥1.29b from FY 2022). Profit margin: 1.8% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 5.9% 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 fallen by 46% 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.Valuation Update With 7 Day Price Move • Feb 08Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥13.72, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 13x in the Chemicals industry in China. Total loss to shareholders of 37% over the past three years.お知らせ • Feb 01Xinfengming Group Co., Ltd. (SHSE:603225) announces an Equity Buyback for CNY 150 million worth of its shares.Xinfengming Group Co., Ltd. (SHSE:603225) announces a share repurchase program. Under the program, the company will repurchase up to CNY 150 million worth of its class A shares. The shares will be repurchased at no more than CNY 16 per share. The repurchased shares will be used for ESOP or equity incentives. The program will be valid for 12 months.お知らせ • Dec 30Xinfengming Group Co., Ltd. to Report Fiscal Year 2023 Results on Mar 26, 2024Xinfengming Group Co., Ltd. announced that they will report fiscal year 2023 results on Mar 26, 2024Valuation Update With 7 Day Price Move • Dec 12Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥13.57, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 16x in the Chemicals industry in China. Total returns to shareholders of 15% over the past three years.Reported Earnings • Oct 27Third quarter 2023 earnings released: EPS: CN¥0.27 (vs CN¥0.075 loss in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.27 (up from CN¥0.075 loss in 3Q 2022). Revenue: CN¥16.0b (up 13% from 3Q 2022). Net income: CN¥407.4m (up CN¥517.0m from 3Q 2022). Profit margin: 2.5% (up from net loss in 3Q 2022). Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.お知らせ • Sep 30Xinfengming Group Co., Ltd. to Report Q3, 2023 Results on Oct 27, 2023Xinfengming Group Co., Ltd. announced that they will report Q3, 2023 results on Oct 27, 2023Reported Earnings • Aug 25Second quarter 2023 earnings released: EPS: CN¥0.19 (vs CN¥0.071 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.19 (up from CN¥0.071 in 2Q 2022). Revenue: CN¥15.7b (up 20% from 2Q 2022). Net income: CN¥289.8m (up 166% from 2Q 2022). Profit margin: 1.8% (up from 0.8% in 2Q 2022). Revenue is forecast to grow 7.7% 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 fallen by 36% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Reported Earnings • Mar 30Full year 2022 earnings released: CN¥0.14 loss per share (vs CN¥1.57 profit in FY 2021)Full year 2022 results: CN¥0.14 loss per share (down from CN¥1.57 profit in FY 2021). Revenue: CN¥50.8b (up 13% from FY 2021). Net loss: CN¥205.1m (down 109% from profit in FY 2021). Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has remained flat, which means it is well ahead of earnings.お知らせ • Feb 17Xinfengming Group Co., Ltd. (SHSE:603225) entered into an equity transfer agreement to acquire Rocky Spark Limited from Xinfengming Holding Group Co., Ltd for CNY 3.30 million.Xinfengming Group Co., Ltd. (SHSE:603225) entered into an equity transfer agreement to acquire Rocky Spark Limited from Xinfengming Holding Group Co., Ltd. for CNY 3.30 million on February 15, 2023. Xinfengming Group's board of directors approves the acquisition. As of December 31, 2022, total assets of CNY 3.30662519 million, net assets of CNY 3.30662519 million, operating income of CNY 0, and net income of CNY -0.48211548 million.お知らせ • Jan 18Xinfengming Group Co., Ltd. announced that it expects to receive CNY 999.999998 million in funding from Xinfengming Holding Group Co., Ltd. and other investorXinfengming Group Co., Ltd. announced that it has entered into the share subscription agreement of 114,285,714 A shares at an issue price of CNY 8.75 per share for the gross proceeds of CNY 1,000,000,000 on January 17, 2023. The transaction will include participation from Xinfengming Holding Group Co., Ltd. for not more than 68,571,428 shares and individual investor Zhuang Kuilong for not more than 45,714,286 shares. The shares cannot be transferred within 18 months from the issuance closing date. The transaction has been approved approved in the 37th meeting of the company’s 5th directorate and the 24th meeting of the 5th supervisory board, and is subject to the approvals of the company’s shareholders and the China Securities Regulatory Commission. The company’s total share capital is 1,529,469,778 shares. Xinfengming Holding Group Co., Ltd. holds 15.41% stake for 235,693,920 shares and Zhuang Kuilong holds 22.07% stake for 337,521,813 shares. Post the completion, Xinfengming Holding Group Co., Ltd. will hold 304,265,348 shares and Zhuang Kuilong will hold 383,236,099 shares.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. 4 experienced directors. 4 highly experienced directors. 3 independent directors (5 non-independent directors). Independent Director Jianzhong Shao was the last independent director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Nov 08Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥9.58, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 15x in the Chemicals industry in China. Total loss to shareholders of 13% over the past three years.Reported Earnings • Oct 28Third quarter 2022 earnings released: CN¥0.075 loss per share (vs CN¥0.42 profit in 3Q 2021)Third quarter 2022 results: CN¥0.075 loss per share (down from CN¥0.42 profit in 3Q 2021). Revenue: CN¥14.2b (up 10% from 3Q 2021). Net loss: CN¥109.5m (down 118% from profit in 3Q 2021). Revenue is forecast to grow 13% 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 8% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 31Second quarter 2022 earnings released: EPS: CN¥0.071 (vs CN¥0.59 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.071 (down from CN¥0.59 in 2Q 2021). Revenue: CN¥13.1b (up 1.9% from 2Q 2021). Net income: CN¥108.8m (down 87% from 2Q 2021). Profit margin: 0.8% (down from 6.4% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 27%, compared to a 40% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Reported Earnings • Apr 30First quarter 2022 earnings released: EPS: CN¥0.19 (vs CN¥0.36 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.19 (down from CN¥0.36 in 1Q 2021). Revenue: CN¥10.6b (down 2.0% from 1Q 2021). Net income: CN¥284.8m (down 43% from 1Q 2021). Profit margin: 2.7% (down from 4.6% in 1Q 2021). Over the next year, revenue is forecast to grow 28%, compared to a 43% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.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. 6 experienced directors. 4 highly experienced directors. 3 independent directors (5 non-independent directors). Independent Director Jianzhong Shao was the last independent director to join the board, commencing their role in 2017. 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 • Apr 17Full year 2021 earnings released: EPS: CN¥1.57 (vs CN¥0.43 in FY 2020)Full year 2021 results: EPS: CN¥1.57 (up from CN¥0.43 in FY 2020). Revenue: CN¥44.8b (up 21% from FY 2020). Net income: CN¥2.25b (up 274% from FY 2020). Profit margin: 5.0% (up from 1.6% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 32%, compared to a 50% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.Reported Earnings • Oct 31Third quarter 2021 earnings released: EPS CN¥0.42 (vs CN¥0.05 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥12.9b (up 36% from 3Q 2020). Net income: CN¥610.6m (up CN¥551.1m from 3Q 2020). Profit margin: 4.7% (up from 0.6% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Sep 30Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to CN¥17.00, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 19x in the Chemicals industry in China. Total returns to shareholders of 8.8% over the past three years.Valuation Update With 7 Day Price Move • Sep 11Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥20.18, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 22x in the Chemicals industry in China. Total returns to shareholders of 32% over the past three years.Reported Earnings • Aug 19Second quarter 2021 earnings released: EPS CN¥0.59 (vs CN¥0.098 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥12.9b (up 51% from 2Q 2020). Net income: CN¥826.3m (up 485% from 2Q 2020). Profit margin: 6.4% (up from 1.7% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Jul 31Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to CN¥19.15, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 19x in the Chemicals industry in China. Total returns to shareholders of 24% over the past three years.Reported Earnings • Apr 20Full year 2020 earnings released: EPS CN¥0.43 (vs CN¥1.13 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: CN¥37.0b (up 8.3% from FY 2019). Net income: CN¥603.0m (down 56% from FY 2019). Profit margin: 1.6% (down from 4.0% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Mar 10Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to CN¥16.35, the stock is trading at a trailing P/E ratio of 42.8x, down from the previous P/E ratio of 50.7x. This compares to an average P/E of 35x in the Chemicals industry in China. Total return to shareholders over the past three years is a loss of 14%.Is New 90 Day High Low • Feb 09New 90-day high: CN¥22.15The company is up 103% from its price of CN¥10.89 on 11 November 2020. The Chinese market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥2.88 per share.Is New 90 Day High Low • Jan 21New 90-day high: CN¥19.02The company is up 79% from its price of CN¥10.62 on 23 October 2020. The Chinese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥2.74 per share.Valuation Update With 7 Day Price Move • Jan 11Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥16.93, the stock is trading at a trailing P/E ratio of 44.3x, up from the previous P/E ratio of 37.8x. This compares to an average P/E of 35x in the Chemicals industry in China. Total return to shareholders over the past three years is a loss of 10%.Is New 90 Day High Low • Dec 25New 90-day high: CN¥13.75The company is up 37% from its price of CN¥10.05 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¥2.24 per share.Valuation Update With 7 Day Price Move • Nov 21Market bids up stock over the past weekAfter last week's 17% share price gain to CN¥13.10, the stock is trading at a trailing P/E ratio of 34.3x, up from the previous P/E ratio of 29.2x. This compares to an average P/E of 40x in the Chemicals industry in China. Total returns to shareholders over the past year are 14%.Is New 90 Day High Low • Nov 17New 90-day high: CN¥12.70The company is up 3.0% from its price of CN¥12.29 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¥1.98 per share.Valuation Update With 7 Day Price Move • Nov 16Market bids up stock over the past weekAfter last week's 18% share price gain to CN¥12.28, the stock is trading at a trailing P/E ratio of 32.1x, up from the previous P/E ratio of 27.1x. This compares to an average P/E of 39x in the Chemicals industry in China. Total returns to shareholders over the past year are 8.6%.Reported Earnings • Oct 29Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥508.9m, down 53% from the prior year. Total revenue was CN¥32.6b over the last 12 months, down 3.0% from the prior year.Is New 90 Day High Low • Sep 29New 90-day low: CN¥10.01The company is down 1.0% from its price of CN¥10.09 on 01 July 2020. The Chinese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥2.23 per share.お知らせ • Jul 21Xinfengming Group Co., Ltd. (SHSE:603225) agreed to acquire Tongxiang Wujiang Technology Development Co., Ltd. from Tongxiang Zhongrun Investment Co., Ltd. for CNY 1.9 billion.Xinfengming Group Co., Ltd. (SHSE:603225) agreed to acquire Tongxiang Wujiang Technology Development Co., Ltd. from Tongxiang Zhongrun Investment Co., Ltd. for CNY 1.9 billion on July 17, 2020. The buyer shall pay the seller the equity transfer payment after deduction of corresponding taxes and fees by September 15, 2020. For the year ended December 31, 2019, Tongxiang Wujiang Technology Development Co., Ltd. reported total assets of CNY 3.51 million, net assets of CNY 3.34 million, revenues of CNY 0.24 million and net loss of CNY 1.66 million. On July 17, 2020, the 45th session of Xinfengming Group Co., Ltd.'s 4th directorate approved this transaction.お知らせ • Jul 10Xinfengming Group Co., Ltd. to Report Q2, 2020 Results on Aug 28, 2020Xinfengming Group Co., Ltd. announced that they will report Q2, 2020 results on Aug 28, 2020収支内訳Xinfengming Group の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史XSSC:603225 収益、費用、利益 ( )CNY Millions日付収益収益G+A経費研究開発費31 Mar 2674,5301,0809061,44731 Dec 2571,5571,0188891,35030 Sep 2569,4361,2228181,41130 Jun 2569,3091,2048241,30031 Mar 2567,1951,1318041,18131 Dec 2467,0911,1008051,20930 Sep 2466,4669458321,23730 Jun 2464,5581,2128281,29431 Mar 2463,4111,1728111,25531 Dec 2361,4691,0867781,19830 Sep 2357,0443977651,16630 Jun 2355,255-1207331,10131 Mar 2352,694-3017321,08631 Dec 2250,787-2067261,07830 Sep 2246,1446047191,01530 Jun 2244,8041,32468697831 Mar 2244,5562,04162994231 Dec 2144,7702,25458491530 Sep 2150,4962,27853988130 Jun 2147,1001,72748076531 Mar 2142,7361,04243565931 Dec 2036,98460342860230 Sep 2032,63650742359330 Jun 2031,38496543060131 Mar 2031,5541,14544866531 Dec 1934,1481,35343068430 Sep 1933,6511,07340072230 Jun 1934,5811,19937676931 Mar 1934,5901,42835470101 Jan 1932,6591,42331764530 Sep 1829,6762,02129360430 Jun 1826,5921,7829873431 Mar 1824,0441,53221459431 Dec 1722,9631,49724751830 Sep 1722,0951,32931234230 Jun 1720,5461,124545031 Mar 1718,845879454031 Dec 1617,477732436030 Sep 1616,096309414030 Jun 1615,583145389031 Mar 1615,030193363031 Dec 1514,640304342030 Sep 1514,552475275030 Jun 1514,6014902860質の高い収益: 603225は 高品質の収益 を持っています。利益率の向上: 603225の現在の純利益率 (1.4%)は、昨年(1.7%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 603225の収益は過去 5 年間で年間8.6%減少しました。成長の加速: 603225は過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: 603225は過去 1 年間で収益成長率がマイナス ( -4.5% ) となったため、 Chemicals業界平均 ( 3.7% ) と比較することが困難です。株主資本利益率高いROE: 603225の 自己資本利益率 ( 5.1% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YMaterials 、過去の業績が好調な企業。View Financial Health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2026/06/10 18:41終値2026/06/10 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Xinfengming Group Co., Ltd. 6 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。8 アナリスト機関Wang PengChina Galaxy Securities Co., Ltd.Xiaotian XuChina International Capital Corporation LimitedDan RenCitic Securities Co., Ltd.5 その他のアナリストを表示
お知らせ • Mar 30Xinfengming Group Co., Ltd. to Report Q1, 2026 Results on Apr 29, 2026Xinfengming Group Co., Ltd. announced that they will report Q1, 2026 results on Apr 29, 2026
お知らせ • Dec 26Xinfengming Group Co., Ltd. to Report Fiscal Year 2025 Results on Apr 17, 2026Xinfengming Group Co., Ltd. announced that they will report fiscal year 2025 results on Apr 17, 2026
お知らせ • Sep 30Xinfengming Group Co., Ltd. to Report Q3, 2025 Results on Oct 31, 2025Xinfengming Group Co., Ltd. announced that they will report Q3, 2025 results on Oct 31, 2025
お知らせ • Jun 30Xinfengming Group Co., Ltd. to Report First Half, 2025 Results on Aug 29, 2025Xinfengming Group Co., Ltd. announced that they will report first half, 2025 results on Aug 29, 2025
お知らせ • Mar 28Xinfengming Group Co., Ltd. to Report Q1, 2025 Results on Apr 29, 2025Xinfengming Group Co., Ltd. announced that they will report Q1, 2025 results on Apr 29, 2025
お知らせ • Dec 27Xinfengming Group Co., Ltd. to Report Fiscal Year 2024 Results on Apr 25, 2025Xinfengming Group Co., Ltd. announced that they will report fiscal year 2024 results on Apr 25, 2025
Valuation Update With 7 Day Price Move • Jun 05Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥20.33, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 19x in the Chemicals industry in China. Total returns to shareholders of 93% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥27.23 per share.
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 an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 4 highly experienced directors. 3 independent directors (5 non-independent directors). Independent Director Aijun Song 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 17Xinfengming Group Co., Ltd., Annual General Meeting, May 07, 2026Xinfengming Group Co., Ltd., Annual General Meeting, May 07, 2026, at 14:00 China Standard Time. Location: The Company's Meeting Room, Tongxiang, Zhejiang China
お知らせ • Mar 30Xinfengming Group Co., Ltd. to Report Q1, 2026 Results on Apr 29, 2026Xinfengming Group Co., Ltd. announced that they will report Q1, 2026 results on Apr 29, 2026
お知らせ • Dec 26Xinfengming Group Co., Ltd. to Report Fiscal Year 2025 Results on Apr 17, 2026Xinfengming Group Co., Ltd. announced that they will report fiscal year 2025 results on Apr 17, 2026
お知らせ • Sep 30Xinfengming Group Co., Ltd. to Report Q3, 2025 Results on Oct 31, 2025Xinfengming Group Co., Ltd. announced that they will report Q3, 2025 results on Oct 31, 2025
お知らせ • Jun 30Xinfengming Group Co., Ltd. to Report First Half, 2025 Results on Aug 29, 2025Xinfengming Group Co., Ltd. announced that they will report first half, 2025 results on Aug 29, 2025
お知らせ • Apr 25Xinfengming Group Co., Ltd., Annual General Meeting, May 19, 2025Xinfengming Group Co., Ltd., Annual General Meeting, May 19, 2025, at 13:30 China Standard Time. Location: The Company's Meeting Room, Tongxiang, Zhejiang China
お知らせ • Mar 28Xinfengming Group Co., Ltd. to Report Q1, 2025 Results on Apr 29, 2025Xinfengming Group Co., Ltd. announced that they will report Q1, 2025 results on Apr 29, 2025
お知らせ • Dec 27Xinfengming Group Co., Ltd. to Report Fiscal Year 2024 Results on Apr 25, 2025Xinfengming Group Co., Ltd. announced that they will report fiscal year 2024 results on Apr 25, 2025
Reported Earnings • Oct 31Third quarter 2024 earnings released: EPS: CN¥0.097 (vs CN¥0.27 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.097 (down from CN¥0.27 in 3Q 2023). Revenue: CN¥17.9b (up 12% from 3Q 2023). Net income: CN¥140.9m (down 65% from 3Q 2023). Profit margin: 0.8% (down from 2.5% in 3Q 2023). Revenue is forecast to grow 8.0% 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 39% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
お知らせ • Sep 30Xinfengming Group Co., Ltd. to Report Q3, 2024 Results on Oct 29, 2024Xinfengming Group Co., Ltd. announced that they will report Q3, 2024 results on Oct 29, 2024
Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 21%After last week's 21% share price gain to CN¥11.70, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 16x in the Chemicals industry in China. Total loss to shareholders of 27% over the past three years.
New Risk • Sep 08New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 27% 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: Major Risk Debt is not well covered by operating cash flow (7.7% operating cash flow to total debt). Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results.
Reported Earnings • Aug 29Second quarter 2024 earnings released: EPS: CN¥0.22 (vs CN¥0.19 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.22 (up from CN¥0.19 in 2Q 2023). Revenue: CN¥16.8b (up 7.3% from 2Q 2023). Net income: CN¥329.5m (up 14% from 2Q 2023). Profit margin: 2.0% (up from 1.8% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.4% 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 45% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.
お知らせ • Jun 29Xinfengming Group Co., Ltd. to Report First Half, 2024 Results on Aug 29, 2024Xinfengming Group Co., Ltd. announced that they will report first half, 2024 results on Aug 29, 2024
New Risk • May 15New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 21% 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: Major Risk Debt is not well covered by operating cash flow (14% operating cash flow to total debt). Minor Risks Dividend is not well covered by cash flows (91% cash payout ratio). Large one-off items impacting financial results.
Reported Earnings • Apr 26First quarter 2024 earnings released: EPS: CN¥0.18 (vs CN¥0.13 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.18 (up from CN¥0.13 in 1Q 2023). Revenue: CN¥14.5b (up 16% from 1Q 2023). Net income: CN¥275.2m (up 45% from 1Q 2023). Profit margin: 1.9% (up from 1.5% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.3% 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 48% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
お知らせ • Mar 29Xinfengming Group Co., Ltd. to Report Q1, 2024 Results on Apr 26, 2024Xinfengming Group Co., Ltd. announced that they will report Q1, 2024 results on Apr 26, 2024
お知らせ • Mar 26Xinfengming Group Co., Ltd., Annual General Meeting, Apr 15, 2024Xinfengming Group Co., Ltd., Annual General Meeting, Apr 15, 2024, at 14:00 China Standard Time. Location: The Company's Meeting Room, Tongxiang, Zhejiang China
Reported Earnings • Mar 26Full year 2023 earnings released: EPS: CN¥0.72 (vs CN¥0.14 loss in FY 2022)Full year 2023 results: EPS: CN¥0.72 (up from CN¥0.14 loss in FY 2022). Revenue: CN¥61.5b (up 21% from FY 2022). Net income: CN¥1.09b (up CN¥1.29b from FY 2022). Profit margin: 1.8% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 5.9% 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 fallen by 46% 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.
Valuation Update With 7 Day Price Move • Feb 08Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥13.72, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 13x in the Chemicals industry in China. Total loss to shareholders of 37% over the past three years.
お知らせ • Feb 01Xinfengming Group Co., Ltd. (SHSE:603225) announces an Equity Buyback for CNY 150 million worth of its shares.Xinfengming Group Co., Ltd. (SHSE:603225) announces a share repurchase program. Under the program, the company will repurchase up to CNY 150 million worth of its class A shares. The shares will be repurchased at no more than CNY 16 per share. The repurchased shares will be used for ESOP or equity incentives. The program will be valid for 12 months.
お知らせ • Dec 30Xinfengming Group Co., Ltd. to Report Fiscal Year 2023 Results on Mar 26, 2024Xinfengming Group Co., Ltd. announced that they will report fiscal year 2023 results on Mar 26, 2024
Valuation Update With 7 Day Price Move • Dec 12Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥13.57, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 16x in the Chemicals industry in China. Total returns to shareholders of 15% over the past three years.
Reported Earnings • Oct 27Third quarter 2023 earnings released: EPS: CN¥0.27 (vs CN¥0.075 loss in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.27 (up from CN¥0.075 loss in 3Q 2022). Revenue: CN¥16.0b (up 13% from 3Q 2022). Net income: CN¥407.4m (up CN¥517.0m from 3Q 2022). Profit margin: 2.5% (up from net loss in 3Q 2022). Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
お知らせ • Sep 30Xinfengming Group Co., Ltd. to Report Q3, 2023 Results on Oct 27, 2023Xinfengming Group Co., Ltd. announced that they will report Q3, 2023 results on Oct 27, 2023
Reported Earnings • Aug 25Second quarter 2023 earnings released: EPS: CN¥0.19 (vs CN¥0.071 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.19 (up from CN¥0.071 in 2Q 2022). Revenue: CN¥15.7b (up 20% from 2Q 2022). Net income: CN¥289.8m (up 166% from 2Q 2022). Profit margin: 1.8% (up from 0.8% in 2Q 2022). Revenue is forecast to grow 7.7% 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 fallen by 36% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Reported Earnings • Mar 30Full year 2022 earnings released: CN¥0.14 loss per share (vs CN¥1.57 profit in FY 2021)Full year 2022 results: CN¥0.14 loss per share (down from CN¥1.57 profit in FY 2021). Revenue: CN¥50.8b (up 13% from FY 2021). Net loss: CN¥205.1m (down 109% from profit in FY 2021). Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
お知らせ • Feb 17Xinfengming Group Co., Ltd. (SHSE:603225) entered into an equity transfer agreement to acquire Rocky Spark Limited from Xinfengming Holding Group Co., Ltd for CNY 3.30 million.Xinfengming Group Co., Ltd. (SHSE:603225) entered into an equity transfer agreement to acquire Rocky Spark Limited from Xinfengming Holding Group Co., Ltd. for CNY 3.30 million on February 15, 2023. Xinfengming Group's board of directors approves the acquisition. As of December 31, 2022, total assets of CNY 3.30662519 million, net assets of CNY 3.30662519 million, operating income of CNY 0, and net income of CNY -0.48211548 million.
お知らせ • Jan 18Xinfengming Group Co., Ltd. announced that it expects to receive CNY 999.999998 million in funding from Xinfengming Holding Group Co., Ltd. and other investorXinfengming Group Co., Ltd. announced that it has entered into the share subscription agreement of 114,285,714 A shares at an issue price of CNY 8.75 per share for the gross proceeds of CNY 1,000,000,000 on January 17, 2023. The transaction will include participation from Xinfengming Holding Group Co., Ltd. for not more than 68,571,428 shares and individual investor Zhuang Kuilong for not more than 45,714,286 shares. The shares cannot be transferred within 18 months from the issuance closing date. The transaction has been approved approved in the 37th meeting of the company’s 5th directorate and the 24th meeting of the 5th supervisory board, and is subject to the approvals of the company’s shareholders and the China Securities Regulatory Commission. The company’s total share capital is 1,529,469,778 shares. Xinfengming Holding Group Co., Ltd. holds 15.41% stake for 235,693,920 shares and Zhuang Kuilong holds 22.07% stake for 337,521,813 shares. Post the completion, Xinfengming Holding Group Co., Ltd. will hold 304,265,348 shares and Zhuang Kuilong will hold 383,236,099 shares.
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. 4 experienced directors. 4 highly experienced directors. 3 independent directors (5 non-independent directors). Independent Director Jianzhong Shao was the last independent director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Nov 08Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥9.58, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 15x in the Chemicals industry in China. Total loss to shareholders of 13% over the past three years.
Reported Earnings • Oct 28Third quarter 2022 earnings released: CN¥0.075 loss per share (vs CN¥0.42 profit in 3Q 2021)Third quarter 2022 results: CN¥0.075 loss per share (down from CN¥0.42 profit in 3Q 2021). Revenue: CN¥14.2b (up 10% from 3Q 2021). Net loss: CN¥109.5m (down 118% from profit in 3Q 2021). Revenue is forecast to grow 13% 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 8% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 31Second quarter 2022 earnings released: EPS: CN¥0.071 (vs CN¥0.59 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.071 (down from CN¥0.59 in 2Q 2021). Revenue: CN¥13.1b (up 1.9% from 2Q 2021). Net income: CN¥108.8m (down 87% from 2Q 2021). Profit margin: 0.8% (down from 6.4% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 27%, compared to a 40% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Reported Earnings • Apr 30First quarter 2022 earnings released: EPS: CN¥0.19 (vs CN¥0.36 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.19 (down from CN¥0.36 in 1Q 2021). Revenue: CN¥10.6b (down 2.0% from 1Q 2021). Net income: CN¥284.8m (down 43% from 1Q 2021). Profit margin: 2.7% (down from 4.6% in 1Q 2021). Over the next year, revenue is forecast to grow 28%, compared to a 43% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
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. 6 experienced directors. 4 highly experienced directors. 3 independent directors (5 non-independent directors). Independent Director Jianzhong Shao was the last independent director to join the board, commencing their role in 2017. 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 • Apr 17Full year 2021 earnings released: EPS: CN¥1.57 (vs CN¥0.43 in FY 2020)Full year 2021 results: EPS: CN¥1.57 (up from CN¥0.43 in FY 2020). Revenue: CN¥44.8b (up 21% from FY 2020). Net income: CN¥2.25b (up 274% from FY 2020). Profit margin: 5.0% (up from 1.6% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 32%, compared to a 50% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
Reported Earnings • Oct 31Third quarter 2021 earnings released: EPS CN¥0.42 (vs CN¥0.05 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥12.9b (up 36% from 3Q 2020). Net income: CN¥610.6m (up CN¥551.1m from 3Q 2020). Profit margin: 4.7% (up from 0.6% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to CN¥17.00, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 19x in the Chemicals industry in China. Total returns to shareholders of 8.8% over the past three years.
Valuation Update With 7 Day Price Move • Sep 11Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥20.18, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 22x in the Chemicals industry in China. Total returns to shareholders of 32% over the past three years.
Reported Earnings • Aug 19Second quarter 2021 earnings released: EPS CN¥0.59 (vs CN¥0.098 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥12.9b (up 51% from 2Q 2020). Net income: CN¥826.3m (up 485% from 2Q 2020). Profit margin: 6.4% (up from 1.7% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Jul 31Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to CN¥19.15, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 19x in the Chemicals industry in China. Total returns to shareholders of 24% over the past three years.
Reported Earnings • Apr 20Full year 2020 earnings released: EPS CN¥0.43 (vs CN¥1.13 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: CN¥37.0b (up 8.3% from FY 2019). Net income: CN¥603.0m (down 56% from FY 2019). Profit margin: 1.6% (down from 4.0% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Mar 10Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to CN¥16.35, the stock is trading at a trailing P/E ratio of 42.8x, down from the previous P/E ratio of 50.7x. This compares to an average P/E of 35x in the Chemicals industry in China. Total return to shareholders over the past three years is a loss of 14%.
Is New 90 Day High Low • Feb 09New 90-day high: CN¥22.15The company is up 103% from its price of CN¥10.89 on 11 November 2020. The Chinese market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥2.88 per share.
Is New 90 Day High Low • Jan 21New 90-day high: CN¥19.02The company is up 79% from its price of CN¥10.62 on 23 October 2020. The Chinese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥2.74 per share.
Valuation Update With 7 Day Price Move • Jan 11Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥16.93, the stock is trading at a trailing P/E ratio of 44.3x, up from the previous P/E ratio of 37.8x. This compares to an average P/E of 35x in the Chemicals industry in China. Total return to shareholders over the past three years is a loss of 10%.
Is New 90 Day High Low • Dec 25New 90-day high: CN¥13.75The company is up 37% from its price of CN¥10.05 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¥2.24 per share.
Valuation Update With 7 Day Price Move • Nov 21Market bids up stock over the past weekAfter last week's 17% share price gain to CN¥13.10, the stock is trading at a trailing P/E ratio of 34.3x, up from the previous P/E ratio of 29.2x. This compares to an average P/E of 40x in the Chemicals industry in China. Total returns to shareholders over the past year are 14%.
Is New 90 Day High Low • Nov 17New 90-day high: CN¥12.70The company is up 3.0% from its price of CN¥12.29 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¥1.98 per share.
Valuation Update With 7 Day Price Move • Nov 16Market bids up stock over the past weekAfter last week's 18% share price gain to CN¥12.28, the stock is trading at a trailing P/E ratio of 32.1x, up from the previous P/E ratio of 27.1x. This compares to an average P/E of 39x in the Chemicals industry in China. Total returns to shareholders over the past year are 8.6%.
Reported Earnings • Oct 29Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥508.9m, down 53% from the prior year. Total revenue was CN¥32.6b over the last 12 months, down 3.0% from the prior year.
Is New 90 Day High Low • Sep 29New 90-day low: CN¥10.01The company is down 1.0% from its price of CN¥10.09 on 01 July 2020. The Chinese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥2.23 per share.
お知らせ • Jul 21Xinfengming Group Co., Ltd. (SHSE:603225) agreed to acquire Tongxiang Wujiang Technology Development Co., Ltd. from Tongxiang Zhongrun Investment Co., Ltd. for CNY 1.9 billion.Xinfengming Group Co., Ltd. (SHSE:603225) agreed to acquire Tongxiang Wujiang Technology Development Co., Ltd. from Tongxiang Zhongrun Investment Co., Ltd. for CNY 1.9 billion on July 17, 2020. The buyer shall pay the seller the equity transfer payment after deduction of corresponding taxes and fees by September 15, 2020. For the year ended December 31, 2019, Tongxiang Wujiang Technology Development Co., Ltd. reported total assets of CNY 3.51 million, net assets of CNY 3.34 million, revenues of CNY 0.24 million and net loss of CNY 1.66 million. On July 17, 2020, the 45th session of Xinfengming Group Co., Ltd.'s 4th directorate approved this transaction.
お知らせ • Jul 10Xinfengming Group Co., Ltd. to Report Q2, 2020 Results on Aug 28, 2020Xinfengming Group Co., Ltd. announced that they will report Q2, 2020 results on Aug 28, 2020