Sokan New Materials Group（688157）株式概要創罐新材料集団有限公司は、中国で家電や乗用車向けのコーティング剤、インキ、接着剤を製造・販売している。 詳細688157 ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長0/6過去の実績0/6財務の健全性3/6配当金1/6リスク分析過去5年間で収益は年間15.1%減少しました。 財務結果に影響を与える大きな一時的項目 利益率(1.4%)は昨年より低い(10.2%) すべてのリスクチェックを見る688157 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW481,730 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA481,730 investors already sharing narrativesYour Fair ValueCN¥Current PriceCN¥16.4417.0% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture01b2016201920222025202620282031Revenue CN¥1.2bEarnings CN¥16.2mAdvancedSet Fair ValueView all narrativesSokan New Materials Group Co., Ltd. 競合他社Yingkou Fengguang Advanced MaterialLtdSymbol: SZSE:301100Market cap: CN¥2.9bJiangsu Jinji IndustrialSymbol: SZSE:300798Market cap: CN¥2.9bShanghai Kinlita ChemicalSymbol: SZSE:300225Market cap: CN¥2.9bBeijing Comens New MaterialsLtdSymbol: SZSE:300200Market cap: CN¥3.2b価格と性能株価の高値、安値、推移の概要Sokan New Materials Group過去の株価現在の株価CN¥16.4452週高値CN¥39.3152週安値CN¥15.71ベータ0.0771ヶ月の変化-29.29%3ヶ月変化-48.25%1年変化-36.05%3年間の変化-47.44%5年間の変化n/aIPOからの変化-62.17%最新ニュースお知らせ • Jun 30Sokan New Materials Group Co., Ltd. to Report First Half, 2026 Results on Aug 29, 2026Sokan New Materials Group Co., Ltd. announced that they will report first half, 2026 results on Aug 29, 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. 5 experienced directors. 4 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Hui Shen was the last independent director to join the board, commencing their role in 2019. 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 24+ 1 more updateSokan New Materials Group Co., Ltd. announced that it expects to receive CNY 300 million in fundingSokan New Materials Group Co., Ltd. announced a private placement of not more than 30% of total share capital of A Shares at a price per share of not less than 80% of the average price in the 20 trading days before the pricing reference date to raise gross proceeds of not more than CNY 300,000,000 on April 22, 2026. The transaction involves participation from not more than 35 investors. The transaction has been approved at the 12th Meeting of the 3rd Directorate and is subject to obtain approval from the Company’s Annual Shareholders Meeting of 2025. The shares cannot be transferred within 6 months from the issuance closing date.お知らせ • Mar 30Sokan New Materials Group Co., Ltd. to Report Q1, 2026 Results on Apr 24, 2026Sokan New Materials Group Co., Ltd. announced that they will report Q1, 2026 results on Apr 24, 2026お知らせ • Dec 26Sokan New Materials Group Co., Ltd. to Report Fiscal Year 2025 Results on Apr 24, 2026Sokan New Materials Group Co., Ltd. announced that they will report fiscal year 2025 results on Apr 24, 2026お知らせ • Sep 30Sokan New Materials Group Co., Ltd. to Report Q3, 2025 Results on Oct 31, 2025Sokan New Materials Group Co., Ltd. announced that they will report Q3, 2025 results on Oct 31, 2025最新情報をもっと見るRecent updatesお知らせ • Jun 30Sokan New Materials Group Co., Ltd. to Report First Half, 2026 Results on Aug 29, 2026Sokan New Materials Group Co., Ltd. announced that they will report first half, 2026 results on Aug 29, 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. 5 experienced directors. 4 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Hui Shen was the last independent director to join the board, commencing their role in 2019. 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 24+ 1 more updateSokan New Materials Group Co., Ltd. announced that it expects to receive CNY 300 million in fundingSokan New Materials Group Co., Ltd. announced a private placement of not more than 30% of total share capital of A Shares at a price per share of not less than 80% of the average price in the 20 trading days before the pricing reference date to raise gross proceeds of not more than CNY 300,000,000 on April 22, 2026. The transaction involves participation from not more than 35 investors. The transaction has been approved at the 12th Meeting of the 3rd Directorate and is subject to obtain approval from the Company’s Annual Shareholders Meeting of 2025. The shares cannot be transferred within 6 months from the issuance closing date.お知らせ • Mar 30Sokan New Materials Group Co., Ltd. to Report Q1, 2026 Results on Apr 24, 2026Sokan New Materials Group Co., Ltd. announced that they will report Q1, 2026 results on Apr 24, 2026お知らせ • Dec 26Sokan New Materials Group Co., Ltd. to Report Fiscal Year 2025 Results on Apr 24, 2026Sokan New Materials Group Co., Ltd. announced that they will report fiscal year 2025 results on Apr 24, 2026お知らせ • Sep 30Sokan New Materials Group Co., Ltd. to Report Q3, 2025 Results on Oct 31, 2025Sokan New Materials Group Co., Ltd. announced that they will report Q3, 2025 results on Oct 31, 2025お知らせ • Jun 30Sokan New Materials Group Co., Ltd. to Report First Half, 2025 Results on Aug 29, 2025Sokan New Materials Group Co., Ltd. announced that they will report first half, 2025 results on Aug 29, 2025お知らせ • Apr 29Sokan New Materials Group Co., Ltd., Annual General Meeting, May 20, 2025Sokan New Materials Group Co., Ltd., Annual General Meeting, May 20, 2025, at 14:00 China Standard Time.お知らせ • Mar 28Sokan New Materials Group Co., Ltd. to Report Q1, 2025 Results on Apr 29, 2025Sokan New Materials Group Co., Ltd. announced that they will report Q1, 2025 results on Apr 29, 2025お知らせ • Dec 27Sokan New Materials Group Co., Ltd. to Report Fiscal Year 2024 Results on Apr 29, 2025Sokan New Materials Group Co., Ltd. announced that they will report fiscal year 2024 results on Apr 29, 2025Reported Earnings • Oct 18Third quarter 2024 earnings released: EPS: CN¥0.27 (vs CN¥0.24 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.27 (up from CN¥0.24 in 3Q 2023). Revenue: CN¥203.5m (up 20% from 3Q 2023). Net income: CN¥30.5m (up 14% from 3Q 2023). Profit margin: 15% (in line with 3Q 2023). Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Chemicals industry in China.Valuation Update With 7 Day Price Move • Oct 15Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥41.70, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 16x in the Chemicals industry in China. Total loss to shareholders of 23% over the past year.Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 27%After last week's 27% share price gain to CN¥45.24, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 16x in the Chemicals industry in China. Total loss to shareholders of 22% over the past year.お知らせ • Sep 30Sokan New Materials Group Co., Ltd. to Report Q3, 2024 Results on Oct 18, 2024Sokan New Materials Group Co., Ltd. announced that they will report Q3, 2024 results on Oct 18, 2024Reported Earnings • Aug 16Second quarter 2024 earnings released: EPS: CN¥0.26 (vs CN¥0.20 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.26 (up from CN¥0.20 in 2Q 2023). Revenue: CN¥188.1m (up 24% from 2Q 2023). Net income: CN¥28.6m (up 21% from 2Q 2023). Profit margin: 15% (in line with 2Q 2023). Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Chemicals industry in China.お知らせ • Jun 29Sokan New Materials Group Co., Ltd. to Report First Half, 2024 Results on Aug 16, 2024Sokan New Materials Group Co., Ltd. announced that they will report first half, 2024 results on Aug 16, 2024Valuation Update With 7 Day Price Move • May 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥38.15, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 18x in the Chemicals industry in China. Total loss to shareholders of 27% over the past year.お知らせ • Apr 27Hunan Sokan New Materials Co., Ltd., Annual General Meeting, May 17, 2024Hunan Sokan New Materials Co., Ltd., Annual General Meeting, May 17, 2024, at 14:30 China Standard Time. Location: The Company's Meeting Room, Ningxiang Economic and Technological Development Zone, Hunan ChinaReported Earnings • Apr 26Full year 2023 earnings released: EPS: CN¥0.73 (vs CN¥0.75 in FY 2022)Full year 2023 results: EPS: CN¥0.73 (down from CN¥0.75 in FY 2022). Revenue: CN¥589.8m (up 18% from FY 2022). Net income: CN¥81.1m (down 1.4% from FY 2022). Profit margin: 14% (down from 17% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 33% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Chemicals industry in China.お知らせ • Mar 29Hunan Sokan New Materials Co., Ltd. to Report Q1, 2024 Results on Apr 30, 2024Hunan Sokan New Materials Co., Ltd. announced that they will report Q1, 2024 results on Apr 30, 2024お知らせ • Mar 27Hunan Sokan New Materials Co., Ltd. (SHSE:688157) agreed to acquire 20% stake in Changsha Songrun New Material Co., Ltd from Li Yunkai, Lai Anping, Yang Yifeng and Liu Haijun for CNY 19.6 million.Hunan Sokan New Materials Co., Ltd. (SHSE:688157) agreed to acquire 20% stake in Changsha Songrun New Material Co., Ltd from Li Yunkai, Lai Anping, Yang Yifeng and Liu Haijun for CNY 19.6 million on March 26, 2024. After the transaction, Hunan Sokan’s stake in Changsha Songrun will increase from 80% to 100%. Changsha Songrun will use its own funds for the acquisition. Changsha Songrun reported total assets of CNY 58.4 million, net assets of CNY -1.3 million, revenues of CNY 66 million and net loss of CNY 0.03 million as of December 31, 2023. The board of directors of Hunan Sokan approved the transaction.お知らせ • Feb 22Hunan Sokan New Materials Co., Ltd. (SHSE:688157) announces an Equity Buyback for CNY 30 million worth of its shares.Hunan Sokan New Materials Co., Ltd. (SHSE:688157) announces a share repurchase program. Under the program, the company will repurchase up to CNY 30 million worth of its shares. The shares will be repurchased at a price not more than CNY 59.27 per share. The repurchased shares will be used for Employees’ shareholding plan or equity incentive plan. The authorization will be valid for a period of 12 months.Valuation Update With 7 Day Price Move • Feb 13Investor sentiment improves as stock rises 28%After last week's 28% share price gain to CN¥38.54, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 14x in the Chemicals industry in China.Reported Earnings • Feb 07Full year 2023 earnings released: EPS: CN¥0.75 (vs CN¥0.75 in FY 2022)Full year 2023 results: EPS: CN¥0.75 (in line with FY 2022). Revenue: CN¥588.2m (up 18% from FY 2022). Net income: CN¥83.3m (up 1.3% from FY 2022). Profit margin: 14% (down from 17% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 34% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Chemicals industry in China.New Risk • Feb 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (24% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.7% average weekly change).Valuation Update With 7 Day Price Move • Jan 23Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥41.01, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 14x in the Chemicals industry in China.Reported Earnings • Nov 02Third quarter 2023 earnings released: EPS: CN¥0.24 (vs CN¥0.23 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.24 (up from CN¥0.23 in 3Q 2022). Revenue: CN¥169.3m (up 22% from 3Q 2022). Net income: CN¥26.9m (up 6.7% from 3Q 2022). Profit margin: 16% (down from 18% in 3Q 2022). Revenue is forecast to grow 40% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Chemicals industry in China.Reported Earnings • Aug 18Second quarter 2023 earnings released: EPS: CN¥0.20 (vs CN¥0.17 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.20 (up from CN¥0.17 in 2Q 2022). Revenue: CN¥151.7m (up 15% from 2Q 2022). Net income: CN¥23.7m (up 27% from 2Q 2022). Profit margin: 16% (up from 14% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 34% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Chemicals industry in China.お知らせ • Jun 28Hunan Sokan New Materials Co., Ltd. to Report First Half, 2023 Results on Aug 18, 2023Hunan Sokan New Materials Co., Ltd. announced that they will report first half, 2023 results on Aug 18, 2023Reported Earnings • Apr 18First quarter 2023 earnings released: EPS: CN¥0.04 (vs CN¥0.25 in 1Q 2022)First quarter 2023 results: EPS: CN¥0.04 (down from CN¥0.25 in 1Q 2022). Revenue: CN¥94.2m (down 20% from 1Q 2022). Net income: CN¥3.03m (down 85% from 1Q 2022). Profit margin: 3.2% (down from 17% in 1Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 38% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Chemicals industry in China.Board Change • Mar 15Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Director Hui Shen was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.株主還元688157CN ChemicalsCN 市場7D-5.2%-1.8%-2.5%1Y-36.1%25.2%10.1%株主還元を見る業界別リターン: 688157過去 1 年間で25.2 % の収益を上げたCN Chemicals業界を下回りました。リターン対市場: 688157は、過去 1 年間で10.1 % のリターンを上げたCN市場を下回りました。価格変動Is 688157's price volatile compared to industry and market?688157 volatility688157 Average Weekly Movement6.7%Chemicals Industry Average Movement7.8%Market Average Movement7.3%10% most volatile stocks in CN Market12.3%10% least volatile stocks in CN Market4.4%安定した株価: 688157 、 CN市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 688157の 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト2009863Yunjian Linwww.sokan.com.cn創罐新材料集団有限公司は、中国で家電や乗用車向けのコーティング剤、インク、接着剤を製造・販売している。同社は、第2世代のPVD、UV、イミテーション陽極酸化コーティング、3Dスプレーインク、Hf耐性保護インクのほか、携帯電話、ノートパソコン、スマートウェア、スマートホーム、自動車向けのワイヤレス充電器を提供している。また、自動車用ランプの曇り止めコーティングや乗用車部品のPVDコーティング技術も提供している。同社は2009年に設立され、中国の寧郷に拠点を置く。もっと見るSokan New Materials Group Co., Ltd. 基礎のまとめSokan New Materials Group の収益と売上を時価総額と比較するとどうか。688157 基礎統計学時価総額CN¥3.09b収益（TTM）CN¥9.52m売上高(TTM)CN¥694.00m324.2xPER（株価収益率4.4xP/Sレシオ688157 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計688157 損益計算書（TTM）収益CN¥694.00m売上原価CN¥412.83m売上総利益CN¥281.17mその他の費用CN¥271.65m収益CN¥9.52m直近の収益報告Mar 31, 2026次回決算日Aug 29, 2026一株当たり利益（EPS）0.051グロス・マージン40.51%純利益率1.37%有利子負債／自己資本比率8.1%688157 の長期的なパフォーマンスは？過去の実績と比較を見る配当金0.2%現在の配当利回り64%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/24 20:36終値2026/07/24 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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Sokan New Materials Group Co., Ltd. 0 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。2 アナリスト機関Zhe WangCitic Securities Co., Ltd.Junjun ZhuHaitong International Research Limited
お知らせ • Jun 30Sokan New Materials Group Co., Ltd. to Report First Half, 2026 Results on Aug 29, 2026Sokan New Materials Group Co., Ltd. announced that they will report first half, 2026 results on Aug 29, 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. 5 experienced directors. 4 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Hui Shen was the last independent director to join the board, commencing their role in 2019. 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 24+ 1 more updateSokan New Materials Group Co., Ltd. announced that it expects to receive CNY 300 million in fundingSokan New Materials Group Co., Ltd. announced a private placement of not more than 30% of total share capital of A Shares at a price per share of not less than 80% of the average price in the 20 trading days before the pricing reference date to raise gross proceeds of not more than CNY 300,000,000 on April 22, 2026. The transaction involves participation from not more than 35 investors. The transaction has been approved at the 12th Meeting of the 3rd Directorate and is subject to obtain approval from the Company’s Annual Shareholders Meeting of 2025. The shares cannot be transferred within 6 months from the issuance closing date.
お知らせ • Mar 30Sokan New Materials Group Co., Ltd. to Report Q1, 2026 Results on Apr 24, 2026Sokan New Materials Group Co., Ltd. announced that they will report Q1, 2026 results on Apr 24, 2026
お知らせ • Dec 26Sokan New Materials Group Co., Ltd. to Report Fiscal Year 2025 Results on Apr 24, 2026Sokan New Materials Group Co., Ltd. announced that they will report fiscal year 2025 results on Apr 24, 2026
お知らせ • Sep 30Sokan New Materials Group Co., Ltd. to Report Q3, 2025 Results on Oct 31, 2025Sokan New Materials Group Co., Ltd. announced that they will report Q3, 2025 results on Oct 31, 2025
お知らせ • Jun 30Sokan New Materials Group Co., Ltd. to Report First Half, 2026 Results on Aug 29, 2026Sokan New Materials Group Co., Ltd. announced that they will report first half, 2026 results on Aug 29, 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. 5 experienced directors. 4 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Hui Shen was the last independent director to join the board, commencing their role in 2019. 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 24+ 1 more updateSokan New Materials Group Co., Ltd. announced that it expects to receive CNY 300 million in fundingSokan New Materials Group Co., Ltd. announced a private placement of not more than 30% of total share capital of A Shares at a price per share of not less than 80% of the average price in the 20 trading days before the pricing reference date to raise gross proceeds of not more than CNY 300,000,000 on April 22, 2026. The transaction involves participation from not more than 35 investors. The transaction has been approved at the 12th Meeting of the 3rd Directorate and is subject to obtain approval from the Company’s Annual Shareholders Meeting of 2025. The shares cannot be transferred within 6 months from the issuance closing date.
お知らせ • Mar 30Sokan New Materials Group Co., Ltd. to Report Q1, 2026 Results on Apr 24, 2026Sokan New Materials Group Co., Ltd. announced that they will report Q1, 2026 results on Apr 24, 2026
お知らせ • Dec 26Sokan New Materials Group Co., Ltd. to Report Fiscal Year 2025 Results on Apr 24, 2026Sokan New Materials Group Co., Ltd. announced that they will report fiscal year 2025 results on Apr 24, 2026
お知らせ • Sep 30Sokan New Materials Group Co., Ltd. to Report Q3, 2025 Results on Oct 31, 2025Sokan New Materials Group Co., Ltd. announced that they will report Q3, 2025 results on Oct 31, 2025
お知らせ • Jun 30Sokan New Materials Group Co., Ltd. to Report First Half, 2025 Results on Aug 29, 2025Sokan New Materials Group Co., Ltd. announced that they will report first half, 2025 results on Aug 29, 2025
お知らせ • Apr 29Sokan New Materials Group Co., Ltd., Annual General Meeting, May 20, 2025Sokan New Materials Group Co., Ltd., Annual General Meeting, May 20, 2025, at 14:00 China Standard Time.
お知らせ • Mar 28Sokan New Materials Group Co., Ltd. to Report Q1, 2025 Results on Apr 29, 2025Sokan New Materials Group Co., Ltd. announced that they will report Q1, 2025 results on Apr 29, 2025
お知らせ • Dec 27Sokan New Materials Group Co., Ltd. to Report Fiscal Year 2024 Results on Apr 29, 2025Sokan New Materials Group Co., Ltd. announced that they will report fiscal year 2024 results on Apr 29, 2025
Reported Earnings • Oct 18Third quarter 2024 earnings released: EPS: CN¥0.27 (vs CN¥0.24 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.27 (up from CN¥0.24 in 3Q 2023). Revenue: CN¥203.5m (up 20% from 3Q 2023). Net income: CN¥30.5m (up 14% from 3Q 2023). Profit margin: 15% (in line with 3Q 2023). Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Chemicals industry in China.
Valuation Update With 7 Day Price Move • Oct 15Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥41.70, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 16x in the Chemicals industry in China. Total loss to shareholders of 23% over the past year.
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 27%After last week's 27% share price gain to CN¥45.24, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 16x in the Chemicals industry in China. Total loss to shareholders of 22% over the past year.
お知らせ • Sep 30Sokan New Materials Group Co., Ltd. to Report Q3, 2024 Results on Oct 18, 2024Sokan New Materials Group Co., Ltd. announced that they will report Q3, 2024 results on Oct 18, 2024
Reported Earnings • Aug 16Second quarter 2024 earnings released: EPS: CN¥0.26 (vs CN¥0.20 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.26 (up from CN¥0.20 in 2Q 2023). Revenue: CN¥188.1m (up 24% from 2Q 2023). Net income: CN¥28.6m (up 21% from 2Q 2023). Profit margin: 15% (in line with 2Q 2023). Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Chemicals industry in China.
お知らせ • Jun 29Sokan New Materials Group Co., Ltd. to Report First Half, 2024 Results on Aug 16, 2024Sokan New Materials Group Co., Ltd. announced that they will report first half, 2024 results on Aug 16, 2024
Valuation Update With 7 Day Price Move • May 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥38.15, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 18x in the Chemicals industry in China. Total loss to shareholders of 27% over the past year.
お知らせ • Apr 27Hunan Sokan New Materials Co., Ltd., Annual General Meeting, May 17, 2024Hunan Sokan New Materials Co., Ltd., Annual General Meeting, May 17, 2024, at 14:30 China Standard Time. Location: The Company's Meeting Room, Ningxiang Economic and Technological Development Zone, Hunan China
Reported Earnings • Apr 26Full year 2023 earnings released: EPS: CN¥0.73 (vs CN¥0.75 in FY 2022)Full year 2023 results: EPS: CN¥0.73 (down from CN¥0.75 in FY 2022). Revenue: CN¥589.8m (up 18% from FY 2022). Net income: CN¥81.1m (down 1.4% from FY 2022). Profit margin: 14% (down from 17% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 33% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Chemicals industry in China.
お知らせ • Mar 29Hunan Sokan New Materials Co., Ltd. to Report Q1, 2024 Results on Apr 30, 2024Hunan Sokan New Materials Co., Ltd. announced that they will report Q1, 2024 results on Apr 30, 2024
お知らせ • Mar 27Hunan Sokan New Materials Co., Ltd. (SHSE:688157) agreed to acquire 20% stake in Changsha Songrun New Material Co., Ltd from Li Yunkai, Lai Anping, Yang Yifeng and Liu Haijun for CNY 19.6 million.Hunan Sokan New Materials Co., Ltd. (SHSE:688157) agreed to acquire 20% stake in Changsha Songrun New Material Co., Ltd from Li Yunkai, Lai Anping, Yang Yifeng and Liu Haijun for CNY 19.6 million on March 26, 2024. After the transaction, Hunan Sokan’s stake in Changsha Songrun will increase from 80% to 100%. Changsha Songrun will use its own funds for the acquisition. Changsha Songrun reported total assets of CNY 58.4 million, net assets of CNY -1.3 million, revenues of CNY 66 million and net loss of CNY 0.03 million as of December 31, 2023. The board of directors of Hunan Sokan approved the transaction.
お知らせ • Feb 22Hunan Sokan New Materials Co., Ltd. (SHSE:688157) announces an Equity Buyback for CNY 30 million worth of its shares.Hunan Sokan New Materials Co., Ltd. (SHSE:688157) announces a share repurchase program. Under the program, the company will repurchase up to CNY 30 million worth of its shares. The shares will be repurchased at a price not more than CNY 59.27 per share. The repurchased shares will be used for Employees’ shareholding plan or equity incentive plan. The authorization will be valid for a period of 12 months.
Valuation Update With 7 Day Price Move • Feb 13Investor sentiment improves as stock rises 28%After last week's 28% share price gain to CN¥38.54, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 14x in the Chemicals industry in China.
Reported Earnings • Feb 07Full year 2023 earnings released: EPS: CN¥0.75 (vs CN¥0.75 in FY 2022)Full year 2023 results: EPS: CN¥0.75 (in line with FY 2022). Revenue: CN¥588.2m (up 18% from FY 2022). Net income: CN¥83.3m (up 1.3% from FY 2022). Profit margin: 14% (down from 17% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 34% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Chemicals industry in China.
New Risk • Feb 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (24% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.7% average weekly change).
Valuation Update With 7 Day Price Move • Jan 23Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥41.01, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 14x in the Chemicals industry in China.
Reported Earnings • Nov 02Third quarter 2023 earnings released: EPS: CN¥0.24 (vs CN¥0.23 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.24 (up from CN¥0.23 in 3Q 2022). Revenue: CN¥169.3m (up 22% from 3Q 2022). Net income: CN¥26.9m (up 6.7% from 3Q 2022). Profit margin: 16% (down from 18% in 3Q 2022). Revenue is forecast to grow 40% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Chemicals industry in China.
Reported Earnings • Aug 18Second quarter 2023 earnings released: EPS: CN¥0.20 (vs CN¥0.17 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.20 (up from CN¥0.17 in 2Q 2022). Revenue: CN¥151.7m (up 15% from 2Q 2022). Net income: CN¥23.7m (up 27% from 2Q 2022). Profit margin: 16% (up from 14% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 34% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Chemicals industry in China.
お知らせ • Jun 28Hunan Sokan New Materials Co., Ltd. to Report First Half, 2023 Results on Aug 18, 2023Hunan Sokan New Materials Co., Ltd. announced that they will report first half, 2023 results on Aug 18, 2023
Reported Earnings • Apr 18First quarter 2023 earnings released: EPS: CN¥0.04 (vs CN¥0.25 in 1Q 2022)First quarter 2023 results: EPS: CN¥0.04 (down from CN¥0.25 in 1Q 2022). Revenue: CN¥94.2m (down 20% from 1Q 2022). Net income: CN¥3.03m (down 85% from 1Q 2022). Profit margin: 3.2% (down from 17% in 1Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 38% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Chemicals industry in China.
Board Change • Mar 15Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Director Hui Shen was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
