View ValuationPrimarius Technologies 将来の成長Future 基準チェック /56Primarius Technologiesは、62.8%と20.1%でそれぞれ年率62.8%で利益と収益が成長すると予測される一方、EPSはgrowで59.1%年率。主要情報62.8%収益成長率59.08%EPS成長率Semiconductor 収益成長47.9%収益成長率20.1%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日07 Apr 2026今後の成長に関する最新情報Price Target Changed • Aug 16Price target increased by 8.1% to CN¥21.97Up from CN¥20.31, the current price target is an average from 2 analysts. New target price is 33% below last closing price of CN¥32.62. Stock is up 134% over the past year. The company is forecast to post a net loss per share of CN¥0.033 next year compared to a net loss per share of CN¥0.22 last year.Major Estimate Revision • May 21Consensus EPS estimates fall by 33%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -CN¥0.045 to -CN¥0.06 per share. Revenue forecast unchanged at CN¥552.6m. Semiconductor industry in China expected to see average net income growth of 63% next year. Consensus price target broadly unchanged at CN¥20.28. Share price was steady at CN¥23.85 over the past week.Major Estimate Revision • Mar 12Consensus revenue estimates increase by 10%The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from CN¥552.7m to CN¥610.4m. EPS estimate reaffirmed at -CN¥0.05 per share. Semiconductor industry in China expected to see average net income growth of 56% next year. Consensus price target down from CN¥20.40 to CN¥19.40. Share price was steady at CN¥20.50 over the past week.Major Estimate Revision • Nov 13Consensus EPS estimates fall by 30%, revenue upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from CN¥414.3m to CN¥422.9m. Forecast EPS reduced from -CN¥0.10 to -CN¥0.13 per share. Semiconductor industry in China expected to see average net income growth of 58% next year. Consensus price target up from CN¥19.58 to CN¥20.40. Share price rose 13% to CN¥24.75 over the past week.Price Target Changed • Sep 02Price target decreased by 10.0% to CN¥17.24Down from CN¥19.15, the current price target is an average from 3 analysts. New target price is 34% above last closing price of CN¥12.91. Stock is down 47% over the past year. The company is forecast to post a net loss per share of CN¥0.10 next year compared to a net loss per share of CN¥0.13 last year.Price Target Changed • Apr 02Price target decreased by 12% to CN¥27.04Down from CN¥30.89, the current price target is an average from 2 analysts. New target price is 72% above last closing price of CN¥15.72. Stock is down 57% over the past year. The company is forecast to post earnings per share of CN¥0.12 next year compared to a net loss per share of CN¥0.13 last year.すべての更新を表示Recent updatesNew Risk • Apr 26New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 420% 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. This is currently the only risk that has been identified for the company.Reported Earnings • Apr 16Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: CN¥0.09 (up from CN¥0.22 loss in FY 2024). Revenue: CN¥486.9m (up 16% from FY 2024). Net income: CN¥36.9m (up CN¥132.8m from FY 2024). Profit margin: 7.6% (up from net loss in FY 2024). The move to profitability was primarily driven by higher revenue. Revenue missed analyst estimates by 2.8%. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 18% p.a. on average during the next 2 years, compared to a 26% growth forecast for the Semiconductor industry in China. Over the last 3 years on average, earnings per share has fallen by 21% 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.お知らせ • Mar 30Primarius Technologies Co., Ltd. to Report Q1, 2026 Results on Apr 30, 2026Primarius Technologies Co., Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026Reported Earnings • Mar 05Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: CN¥0.09 (up from CN¥0.22 loss in FY 2024). Revenue: CN¥486.9m (up 16% from FY 2024). Net income: CN¥36.9m (up CN¥132.8m from FY 2024). Profit margin: 7.6% (up from net loss in FY 2024). The move to profitability was primarily driven by higher revenue. Revenue missed analyst estimates by 2.8%. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 19% p.a. on average during the next 2 years, compared to a 26% growth forecast for the Semiconductor industry in China. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.お知らせ • Dec 26Primarius Technologies Co., Ltd. to Report Fiscal Year 2025 Results on Apr 16, 2026Primarius Technologies Co., Ltd. announced that they will report fiscal year 2025 results on Apr 16, 2026Board Change • Dec 09Less 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. 5 experienced directors. 1 highly experienced director. 3 independent directors (4 non-independent directors). Independent Director Wei Zhang was the last independent director to join the board, commencing their role in 2025. 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 31Third quarter 2025 earnings released: CN¥0.011 loss per share (vs CN¥0.038 loss in 3Q 2024)Third quarter 2025 results: CN¥0.011 loss per share (improved from CN¥0.038 loss in 3Q 2024). Revenue: CN¥96.2m (up 16% from 3Q 2024). Net loss: CN¥4.19m (loss narrowed 74% from 3Q 2024). Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 26% growth forecast for the Semiconductor industry in China. Over the last 3 years on average, earnings per share has fallen by 59% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.お知らせ • Sep 30Primarius Technologies Co., Ltd. to Report Q3, 2025 Results on Oct 31, 2025Primarius Technologies Co., Ltd. announced that they will report Q3, 2025 results on Oct 31, 2025Price Target Changed • Aug 16Price target increased by 8.1% to CN¥21.97Up from CN¥20.31, the current price target is an average from 2 analysts. New target price is 33% below last closing price of CN¥32.62. Stock is up 134% over the past year. The company is forecast to post a net loss per share of CN¥0.033 next year compared to a net loss per share of CN¥0.22 last year.お知らせ • Jul 17Shanghai Xinhechuang No.1 Private Equity Investment Fund Partnership Enterprise (Limited Partnership) acquired 5% stake in Primarius Technologies Co., Ltd. (SHSE:688206) from a group of shareholders for approximately CNY 610 million.Shanghai Xinhechuang No.1 Private Equity Investment Fund Partnership Enterprise (Limited Partnership) acquired 5% stake in Primarius Technologies Co., Ltd. (SHSE:688206) from a group of shareholders for approximately CNY 610 million on July 14, 2025. A cash consideration valued at CNY 28.16 per share will be paid by Shanghai Xinhechuang No.1 Private Equity Investment Fund Partnership Enterprise (Limited Partnership). Before this agreement transfer, the Transferors collectively hold 186,689,024 shares of the Company, accounting for 42.90% of the Company’s total share capital; the Transferee does not hold any company shares. After this agreement transfer, the Transferors collectively will hold 164,930,131 shares of the Company, accounting for 37.90% of the Company’s total share capital; the Transferee collectively will hold 21,758,893 company shares, accounting for 5.00% of the Company’s total share capital. Shanghai Xinhechuang No.1 Private Equity Investment Fund Partnership Enterprise (Limited Partnership) completed the acquisition of 5% stake in Primarius Technologies Co., Ltd. (SHSE:688206) from a group of shareholders for approximately CNY 610 million on July 14, 2025.お知らせ • Jun 30Primarius Technologies Co., Ltd. to Report First Half, 2025 Results on Aug 30, 2025Primarius Technologies Co., Ltd. announced that they will report first half, 2025 results on Aug 30, 2025New Risk • May 29New 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 9.5% 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. This is currently the only risk that has been identified for the company.Major Estimate Revision • May 21Consensus EPS estimates fall by 33%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -CN¥0.045 to -CN¥0.06 per share. Revenue forecast unchanged at CN¥552.6m. Semiconductor industry in China expected to see average net income growth of 63% next year. Consensus price target broadly unchanged at CN¥20.28. Share price was steady at CN¥23.85 over the past week.お知らせ • May 19Primarius Technologies Co., Ltd., Annual General Meeting, Jun 10, 2025Primarius Technologies Co., Ltd., Annual General Meeting, Jun 10, 2025, at 14:00 China Standard Time. Location: 9F, Building 4, No. 26, Qiuyue Road, Pudong New Area, Shanghai ChinaReported Earnings • Apr 30Full year 2024 earnings released: CN¥0.22 loss per share (vs CN¥0.13 loss in FY 2023)Full year 2024 results: CN¥0.22 loss per share (further deteriorated from CN¥0.13 loss in FY 2023). Revenue: CN¥419.1m (up 27% from FY 2023). Net loss: CN¥96.0m (loss widened 70% from FY 2023). Revenue is forecast to grow 24% p.a. on average during the next 2 years, compared to a 24% growth forecast for the Semiconductor industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 109 percentage points per year, which is a significant difference in performance.お知らせ • Mar 28Primarius Technologies Co., Ltd. to Report Q1, 2025 Results on Apr 30, 2025Primarius Technologies Co., Ltd. announced that they will report Q1, 2025 results on Apr 30, 2025分析記事 • Mar 12New Forecasts: Here's What Analysts Think The Future Holds For Primarius Technologies Co., Ltd. (SHSE:688206)Celebrations may be in order for Primarius Technologies Co., Ltd. ( SHSE:688206 ) shareholders, with the analysts...Major Estimate Revision • Mar 12Consensus revenue estimates increase by 10%The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from CN¥552.7m to CN¥610.4m. EPS estimate reaffirmed at -CN¥0.05 per share. Semiconductor industry in China expected to see average net income growth of 56% next year. Consensus price target down from CN¥20.40 to CN¥19.40. Share price was steady at CN¥20.50 over the past week.Reported Earnings • Mar 03Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: CN¥0.22 loss per share (further deteriorated from CN¥0.13 loss in FY 2023). Revenue: CN¥419.5m (up 28% from FY 2023). Net loss: CN¥95.3m (loss widened 69% from FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 69%. Revenue is forecast to grow 26% p.a. on average during the next 2 years, compared to a 24% growth forecast for the Semiconductor industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 94 percentage points per year, which is a significant difference in performance.お知らせ • Dec 27Primarius Technologies Co., Ltd. to Report Fiscal Year 2024 Results on Apr 12, 2025Primarius Technologies Co., Ltd. announced that they will report fiscal year 2024 results on Apr 12, 2025Major Estimate Revision • Nov 13Consensus EPS estimates fall by 30%, revenue upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from CN¥414.3m to CN¥422.9m. Forecast EPS reduced from -CN¥0.10 to -CN¥0.13 per share. Semiconductor industry in China expected to see average net income growth of 58% next year. Consensus price target up from CN¥19.58 to CN¥20.40. Share price rose 13% to CN¥24.75 over the past week.分析記事 • Nov 11Optimistic Investors Push Primarius Technologies Co., Ltd. (SHSE:688206) Shares Up 40% But Growth Is LackingDespite an already strong run, Primarius Technologies Co., Ltd. ( SHSE:688206 ) shares have been powering on, with a...Reported Earnings • Oct 30Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: CN¥0.038 loss per share (improved from CN¥0.068 loss in 3Q 2023). Revenue: CN¥83.1m (up 19% from 3Q 2023). Net loss: CN¥16.3m (loss narrowed 45% from 3Q 2023). Revenue missed analyst estimates by 23%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Semiconductor industry in China.お知らせ • Sep 30Primarius Technologies Co., Ltd. to Report Q3, 2024 Results on Oct 30, 2024Primarius Technologies Co., Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024Price Target Changed • Sep 02Price target decreased by 10.0% to CN¥17.24Down from CN¥19.15, the current price target is an average from 3 analysts. New target price is 34% above last closing price of CN¥12.91. Stock is down 47% over the past year. The company is forecast to post a net loss per share of CN¥0.10 next year compared to a net loss per share of CN¥0.13 last year.Reported Earnings • Aug 31Second quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2024 results: CN¥0.01 loss per share (down from CN¥0.001 profit in 2Q 2023). Revenue: CN¥114.2m (up 29% from 2Q 2023). Net loss: CN¥4.41m (down 486% from profit in 2Q 2023). Revenue exceeded analyst estimates by 13%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Semiconductor industry in China.New Risk • Jul 23New 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 7.2% 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. This is currently the only risk that has been identified for the company.お知らせ • Jun 28Primarius Technologies Co., Ltd. to Report First Half, 2024 Results on Aug 31, 2024Primarius Technologies Co., Ltd. announced that they will report first half, 2024 results on Aug 31, 2024お知らせ • Jun 08Primarius Technologies Co., Ltd., Annual General Meeting, Jun 26, 2024Primarius Technologies Co., Ltd., Annual General Meeting, Jun 26, 2024, at 14:00 China Standard Time. Location: 9F, Building 4, No. 26, Qiuyue Road, Pudong New Area, Shanghai ChinaReported Earnings • Apr 27First quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2024 results: CN¥0.084 loss per share (further deteriorated from CN¥0.001 loss in 1Q 2023). Revenue: CN¥81.8m (up 28% from 1Q 2023). Net loss: CN¥36.5m (loss widened CN¥36.0m from 1Q 2023). Revenue exceeded analyst estimates by 27%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Semiconductor industry in China.分析記事 • Apr 21Analysts Just Shaved Their Primarius Technologies Co., Ltd. (SHSE:688206) Forecasts DramaticallyOne thing we could say about the analysts on Primarius Technologies Co., Ltd. ( SHSE:688206 ) - they aren't optimistic...Price Target Changed • Apr 02Price target decreased by 12% to CN¥27.04Down from CN¥30.89, the current price target is an average from 2 analysts. New target price is 72% above last closing price of CN¥15.72. Stock is down 57% over the past year. The company is forecast to post earnings per share of CN¥0.12 next year compared to a net loss per share of CN¥0.13 last year.お知らせ • Mar 29Primarius Technologies Co., Ltd. to Report Q1, 2024 Results on Apr 27, 2024Primarius Technologies Co., Ltd. announced that they will report Q1, 2024 results on Apr 27, 2024分析記事 • Mar 04Primarius Technologies Co., Ltd.'s (SHSE:688206) 26% Share Price Surge Not Quite Adding UpPrimarius Technologies Co., Ltd. ( SHSE:688206 ) shareholders are no doubt pleased to see that the share price has...Reported Earnings • Feb 27Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: CN¥0.13 loss per share (down from CN¥0.10 profit in FY 2022). Revenue: CN¥329.1m (up 18% from FY 2022). Net loss: CN¥57.9m (down 229% from profit in FY 2022). Revenue missed analyst estimates by 12%. Earnings per share (EPS) also missed analyst estimates by 117%. Revenue is forecast to grow 36% p.a. on average during the next 2 years, compared to a 24% growth forecast for the Semiconductor industry in China.お知らせ • Feb 01Primarius Technologies Co., Ltd. (SHSE:688206) announces an Equity Buyback for CNY 40 million worth of its shares.Primarius Technologies Co., Ltd. (SHSE:688206) announces a share repurchase program. Under the program, the company will repurchase up to CNY 40 million worth of its A shares. The shares will be purchased at a price not exceeding CNY 30 per share. The repurchased shares will be used for the implementation of ESOP or equity incentive plan. The program will be valid for 12 months.New Risk • Nov 27New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Chinese stocks, typically moving 8.3% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. This is currently the only risk that has been identified for the company.Reported Earnings • Nov 01Third quarter 2023 earnings: Revenues miss analyst expectationsThird quarter 2023 results: Revenue: CN¥69.6m (up 14% from 3Q 2022). Net loss: CN¥29.3m (down 340% from profit in 3Q 2022). Revenue missed analyst estimates by 18%. Revenue is forecast to grow 34% p.a. on average during the next 3 years, compared to a 25% growth forecast for the Semiconductor industry in China.New Risk • Oct 21New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Chinese stocks, typically moving 8.0% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (8.0% average weekly change). High level of non-cash earnings (22% accrual ratio). Minor Risk Profit margins are more than 30% lower than last year (8.5% net profit margin).Price Target Changed • Sep 04Price target decreased by 15% to CN¥35.47Down from CN¥41.76, the current price target is an average from 3 analysts. New target price is 45% above last closing price of CN¥24.44. Stock is down 37% over the past year. The company is forecast to post earnings per share of CN¥0.02 for next year compared to CN¥0.10 last year.Major Estimate Revision • Sep 02Consensus EPS estimates fall by 86%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥405.6m to CN¥372.0m. EPS estimate also fell from CN¥0.14 per share to CN¥0.02 per share. Net income forecast to grow 58% next year vs 70% growth forecast for Semiconductor industry in China. Consensus price target down from CN¥41.76 to CN¥40.70. Share price rose 8.5% to CN¥24.52 over the past week.Reported Earnings • Aug 29Second quarter 2023 earnings released: EPS: CN¥0.001 (vs CN¥0.028 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.001 (down from CN¥0.028 in 2Q 2022). Revenue: CN¥88.4m (up 26% from 2Q 2022). Net income: CN¥1.14m (down 92% from 2Q 2022). Profit margin: 1.3% (down from 19% in 2Q 2022). Revenue is forecast to grow 34% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Semiconductor industry in China.Major Estimate Revision • Jul 21Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥423.4m to CN¥405.6m. EPS estimate also fell from CN¥0.16 per share to CN¥0.14 per share. Net income forecast to grow 71% next year vs 65% growth forecast for Semiconductor industry in China. Consensus price target down from CN¥42.93 to CN¥41.76. Share price fell 5.3% to CN¥25.46 over the past week.お知らせ • Jul 07Primarius to Showcase DTCO-Enabled EDA Solutions at DAC Powered by Next-Generation SPICE and FastSPICE TechnologyPrimarius Technologies will showcase its Design-Technology Co-Optimization (DTCO)-enabled EDA solutions powered by the latest generation SPICE and FastSPICE technologies at the Design Automation Conference (DAC) July 10-12 at Moscone Center in San Francisco. Demonstrations will highlight the more than 2X performance boost in SPICE and FastSPICE simulation with the introduction of NanoSpice X™ and NanoSpice Pro X™ that combines 10 plus years of continuous innovations on circuit simulation by Primarius’ team. NanoSpice X shows significant new improvements in large post-layout SPICE simulation for full-chip analog designs with complicated digital circuits where huge power and ground nets slowed SPICE simulation previously. NanoSpice Pro X for FastSPICE simulation provides better performance and usability for challenging designs including advanced SRAM, DRAM, Flash and other large block or full-chip designs. Both circuit analysis solutions offer comprehensive high-yield and signal integrity analysis, aging and EM/IR simulation and advanced circuit checking capabilities. Primarius’ NanoCell™, a next-generation cloud-ready standard cell library characterization solution, can provide accurate and near-linear scaling performance on more than 10,000 cores through industry-proven modeling and simulation engines. The DAC demonstration will offer examples of its faster library characterization abilities for advanced process nodes. Other demonstrations will feature 9812AC™, the first AC low-frequency dynamic noise test system for advanced process development, and SDEP™, a spec-driven modeling automation platform for efficient and quality SPICE model auto-generation. Also, PCellLab™ and PQLab™, an intuitive, efficient and quality PCell auto-generation for PDK development platform with full PDK quality assurance capabilities.お知らせ • Jun 28Primarius Technologies Co., Ltd. to Report First Half, 2023 Results on Aug 29, 2023Primarius Technologies Co., Ltd. announced that they will report first half, 2023 results on Aug 29, 2023Price Target Changed • Apr 14Price target increased by 9.1% to CN¥45.10Up from CN¥41.32, the current price target is an average from 2 analysts. New target price is 24% above last closing price of CN¥36.31. Stock is up 52% over the past year. The company is forecast to post earnings per share of CN¥0.17 for next year compared to CN¥0.10 last year.Reported Earnings • Apr 08Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: CN¥0.10 (up from CN¥0.07 in FY 2021). Revenue: CN¥278.5m (up 44% from FY 2021). Net income: CN¥44.9m (up 57% from FY 2021). Profit margin: 16% (up from 15% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.4%. Earnings per share (EPS) missed analyst estimates by 20%. Revenue is forecast to grow 37% p.a. on average during the next 2 years, compared to a 26% growth forecast for the Semiconductor industry in China.Reported Earnings • Mar 01Full year 2022 earnings released: EPS: CN¥0.10 (vs CN¥0.07 in FY 2021)Full year 2022 results: EPS: CN¥0.10 (up from CN¥0.07 in FY 2021). Revenue: CN¥278.5m (up 44% from FY 2021). Net income: CN¥44.5m (up 56% from FY 2021). Profit margin: 16% (up from 15% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 34% p.a. on average during the next 2 years, compared to a 25% growth forecast for the Semiconductor industry in China.Major Estimate Revision • Feb 01Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2022 has been updated. 2022 EPS estimate fell from CN¥0.14 to CN¥0.125 per share. Revenue forecast steady at CN¥271.9m. Net income forecast to grow 52% next year vs 43% growth forecast for Semiconductor industry in China. Consensus price target broadly unchanged at CN¥41.82. Share price was steady at CN¥29.97 over the past week.Reported Earnings • Oct 30Third quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2022 results: EPS: CN¥0.031. Net income: CN¥12.2m (up CN¥12.2m from 3Q 2021). Revenue missed analyst estimates by 4.5%. Earnings per share (EPS) exceeded analyst estimates by 50%. Revenue is forecast to grow 39% p.a. on average during the next 3 years, compared to a 26% growth forecast for the Semiconductor industry in China.Reported Earnings • Aug 24Second quarter 2022 earnings releasedSecond quarter 2022 results: Net income: CN¥13.6m (up CN¥13.6m from 2Q 2021). Over the next year, revenue is forecast to grow 50%, compared to a 49% growth forecast for the Semiconductor industry in China.お知らせ • Jun 30Primarius Unveils Custom Design Environment, Circuit Simulation and Design Enablement Solutions at DACPrimarius Technologies Co., Ltd. will unveil its flexible and scalable design environment for custom memory and analog/mixed-signal IC design and new circuit simulation and design enablement solutions during the Design Automation Conference (DAC) July 11-13 at Moscone Center in San Francisco. Demonstrations will feature Primarius’ NanoDesigner™, a full custom design platform; SDEP™, an innovative spec-driven modeling automation platform; PCellLab™, a PDK parameterized cell library development platform; NanoCell™, a standard cell library characterization solution; and 9812AC, the first commercial AC dynamic noise measurement system. Primarius is committed to delivering innovative data-driven design technology co-optimization (DTCO) EDA solutions powered by SPICE/FastSPICE simulation technologies, shortening time to market and improving yield, power, performance and area of circuit designs at advanced process nodes. Its DTCO solutions such as SDEP, PCellLab, NanoCell and FS-Pro reduce the iteration cycle from process technology development to IC design for models, PDKs and standard cell development products available from Primarius.Reported Earnings • Apr 16Full year 2021 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2021 results: EPS: CN¥0.07 (down from CN¥0.17 in FY 2020). Revenue: CN¥193.9m (up 41% from FY 2020). Net income: CN¥28.6m (down 1.4% from FY 2020). Profit margin: 15% (down from 21% in FY 2020). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 3.1%. Earnings per share (EPS) exceeded analyst estimates by 17%. Over the next year, revenue is forecast to grow 41%, compared to a 46% growth forecast for the industry in China.Reported Earnings • Mar 04Full year 2021 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2021 results: EPS: CN¥0.07 (down from CN¥0.17 in FY 2020). Revenue: CN¥193.9m (up 41% from FY 2020). Net income: CN¥28.2m (down 3.0% from FY 2020). Profit margin: 14% (down from 21% in FY 2020). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 3.1%. Earnings per share (EPS) exceeded analyst estimates by 8.2%. Over the next year, revenue is forecast to grow 55%, compared to a 54% growth forecast for the industry in China.業績と収益の成長予測SHSE:688206 - 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12/31/202770657N/A153112/31/202660125N/A12413/31/202649320-2571N/A12/31/20254843441138N/A9/30/20254553-3629N/A6/30/2025441-9-7125N/A3/31/2025429-58-7516N/A12/31/2024419-96-153-47N/A9/30/2024386-85-143-58N/A6/30/2024373-98-91-27N/A3/31/2024347-92-87-18N/A12/31/2023329-56151N/A9/30/2023330-14-4068N/A6/30/202332127-6182N/A3/31/202330340-5991N/A12/31/202227945-8170N/A9/30/202224044-2267N/A6/30/202222234-5533N/A3/31/202220634-6834N/A12/31/202119429-8456N/A12/31/2020137293381N/A12/31/201965-877N/A28N/A12/31/201852-8N/A-3N/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: 688206の予測収益成長率 (年間62.8% ) は 貯蓄率 ( 2.4% ) を上回っています。収益対市場: 688206の収益 ( 62.8% ) はCN市場 ( 27.3% ) よりも速いペースで成長すると予測されています。高成長収益: 688206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: 688206の収益 ( 20.1% ) CN市場 ( 16.4% ) よりも速いペースで成長すると予測されています。高い収益成長: 688206の収益 ( 20.1% ) 20%よりも速いペースで成長すると予測されています。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: 688206の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YSemiconductors 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/26 10:31終値2026/05/26 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Primarius Technologies Co., Ltd. 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。3 アナリスト機関Hongda ZhengHaitong International Research LimitedDe Yu PuHaitong International Research LimitedYi Zhe LiuZhongtai Securities Co. Ltd.
Price Target Changed • Aug 16Price target increased by 8.1% to CN¥21.97Up from CN¥20.31, the current price target is an average from 2 analysts. New target price is 33% below last closing price of CN¥32.62. Stock is up 134% over the past year. The company is forecast to post a net loss per share of CN¥0.033 next year compared to a net loss per share of CN¥0.22 last year.
Major Estimate Revision • May 21Consensus EPS estimates fall by 33%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -CN¥0.045 to -CN¥0.06 per share. Revenue forecast unchanged at CN¥552.6m. Semiconductor industry in China expected to see average net income growth of 63% next year. Consensus price target broadly unchanged at CN¥20.28. Share price was steady at CN¥23.85 over the past week.
Major Estimate Revision • Mar 12Consensus revenue estimates increase by 10%The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from CN¥552.7m to CN¥610.4m. EPS estimate reaffirmed at -CN¥0.05 per share. Semiconductor industry in China expected to see average net income growth of 56% next year. Consensus price target down from CN¥20.40 to CN¥19.40. Share price was steady at CN¥20.50 over the past week.
Major Estimate Revision • Nov 13Consensus EPS estimates fall by 30%, revenue upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from CN¥414.3m to CN¥422.9m. Forecast EPS reduced from -CN¥0.10 to -CN¥0.13 per share. Semiconductor industry in China expected to see average net income growth of 58% next year. Consensus price target up from CN¥19.58 to CN¥20.40. Share price rose 13% to CN¥24.75 over the past week.
Price Target Changed • Sep 02Price target decreased by 10.0% to CN¥17.24Down from CN¥19.15, the current price target is an average from 3 analysts. New target price is 34% above last closing price of CN¥12.91. Stock is down 47% over the past year. The company is forecast to post a net loss per share of CN¥0.10 next year compared to a net loss per share of CN¥0.13 last year.
Price Target Changed • Apr 02Price target decreased by 12% to CN¥27.04Down from CN¥30.89, the current price target is an average from 2 analysts. New target price is 72% above last closing price of CN¥15.72. Stock is down 57% over the past year. The company is forecast to post earnings per share of CN¥0.12 next year compared to a net loss per share of CN¥0.13 last year.
New Risk • Apr 26New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 420% 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. This is currently the only risk that has been identified for the company.
Reported Earnings • Apr 16Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: CN¥0.09 (up from CN¥0.22 loss in FY 2024). Revenue: CN¥486.9m (up 16% from FY 2024). Net income: CN¥36.9m (up CN¥132.8m from FY 2024). Profit margin: 7.6% (up from net loss in FY 2024). The move to profitability was primarily driven by higher revenue. Revenue missed analyst estimates by 2.8%. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 18% p.a. on average during the next 2 years, compared to a 26% growth forecast for the Semiconductor industry in China. Over the last 3 years on average, earnings per share has fallen by 21% 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.
お知らせ • Mar 30Primarius Technologies Co., Ltd. to Report Q1, 2026 Results on Apr 30, 2026Primarius Technologies Co., Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026
Reported Earnings • Mar 05Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: CN¥0.09 (up from CN¥0.22 loss in FY 2024). Revenue: CN¥486.9m (up 16% from FY 2024). Net income: CN¥36.9m (up CN¥132.8m from FY 2024). Profit margin: 7.6% (up from net loss in FY 2024). The move to profitability was primarily driven by higher revenue. Revenue missed analyst estimates by 2.8%. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 19% p.a. on average during the next 2 years, compared to a 26% growth forecast for the Semiconductor industry in China. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
お知らせ • Dec 26Primarius Technologies Co., Ltd. to Report Fiscal Year 2025 Results on Apr 16, 2026Primarius Technologies Co., Ltd. announced that they will report fiscal year 2025 results on Apr 16, 2026
Board Change • Dec 09Less 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. 5 experienced directors. 1 highly experienced director. 3 independent directors (4 non-independent directors). Independent Director Wei Zhang was the last independent director to join the board, commencing their role in 2025. 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 31Third quarter 2025 earnings released: CN¥0.011 loss per share (vs CN¥0.038 loss in 3Q 2024)Third quarter 2025 results: CN¥0.011 loss per share (improved from CN¥0.038 loss in 3Q 2024). Revenue: CN¥96.2m (up 16% from 3Q 2024). Net loss: CN¥4.19m (loss narrowed 74% from 3Q 2024). Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 26% growth forecast for the Semiconductor industry in China. Over the last 3 years on average, earnings per share has fallen by 59% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
お知らせ • Sep 30Primarius Technologies Co., Ltd. to Report Q3, 2025 Results on Oct 31, 2025Primarius Technologies Co., Ltd. announced that they will report Q3, 2025 results on Oct 31, 2025
Price Target Changed • Aug 16Price target increased by 8.1% to CN¥21.97Up from CN¥20.31, the current price target is an average from 2 analysts. New target price is 33% below last closing price of CN¥32.62. Stock is up 134% over the past year. The company is forecast to post a net loss per share of CN¥0.033 next year compared to a net loss per share of CN¥0.22 last year.
お知らせ • Jul 17Shanghai Xinhechuang No.1 Private Equity Investment Fund Partnership Enterprise (Limited Partnership) acquired 5% stake in Primarius Technologies Co., Ltd. (SHSE:688206) from a group of shareholders for approximately CNY 610 million.Shanghai Xinhechuang No.1 Private Equity Investment Fund Partnership Enterprise (Limited Partnership) acquired 5% stake in Primarius Technologies Co., Ltd. (SHSE:688206) from a group of shareholders for approximately CNY 610 million on July 14, 2025. A cash consideration valued at CNY 28.16 per share will be paid by Shanghai Xinhechuang No.1 Private Equity Investment Fund Partnership Enterprise (Limited Partnership). Before this agreement transfer, the Transferors collectively hold 186,689,024 shares of the Company, accounting for 42.90% of the Company’s total share capital; the Transferee does not hold any company shares. After this agreement transfer, the Transferors collectively will hold 164,930,131 shares of the Company, accounting for 37.90% of the Company’s total share capital; the Transferee collectively will hold 21,758,893 company shares, accounting for 5.00% of the Company’s total share capital. Shanghai Xinhechuang No.1 Private Equity Investment Fund Partnership Enterprise (Limited Partnership) completed the acquisition of 5% stake in Primarius Technologies Co., Ltd. (SHSE:688206) from a group of shareholders for approximately CNY 610 million on July 14, 2025.
お知らせ • Jun 30Primarius Technologies Co., Ltd. to Report First Half, 2025 Results on Aug 30, 2025Primarius Technologies Co., Ltd. announced that they will report first half, 2025 results on Aug 30, 2025
New Risk • May 29New 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 9.5% 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. This is currently the only risk that has been identified for the company.
Major Estimate Revision • May 21Consensus EPS estimates fall by 33%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -CN¥0.045 to -CN¥0.06 per share. Revenue forecast unchanged at CN¥552.6m. Semiconductor industry in China expected to see average net income growth of 63% next year. Consensus price target broadly unchanged at CN¥20.28. Share price was steady at CN¥23.85 over the past week.
お知らせ • May 19Primarius Technologies Co., Ltd., Annual General Meeting, Jun 10, 2025Primarius Technologies Co., Ltd., Annual General Meeting, Jun 10, 2025, at 14:00 China Standard Time. Location: 9F, Building 4, No. 26, Qiuyue Road, Pudong New Area, Shanghai China
Reported Earnings • Apr 30Full year 2024 earnings released: CN¥0.22 loss per share (vs CN¥0.13 loss in FY 2023)Full year 2024 results: CN¥0.22 loss per share (further deteriorated from CN¥0.13 loss in FY 2023). Revenue: CN¥419.1m (up 27% from FY 2023). Net loss: CN¥96.0m (loss widened 70% from FY 2023). Revenue is forecast to grow 24% p.a. on average during the next 2 years, compared to a 24% growth forecast for the Semiconductor industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 109 percentage points per year, which is a significant difference in performance.
お知らせ • Mar 28Primarius Technologies Co., Ltd. to Report Q1, 2025 Results on Apr 30, 2025Primarius Technologies Co., Ltd. announced that they will report Q1, 2025 results on Apr 30, 2025
分析記事 • Mar 12New Forecasts: Here's What Analysts Think The Future Holds For Primarius Technologies Co., Ltd. (SHSE:688206)Celebrations may be in order for Primarius Technologies Co., Ltd. ( SHSE:688206 ) shareholders, with the analysts...
Major Estimate Revision • Mar 12Consensus revenue estimates increase by 10%The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from CN¥552.7m to CN¥610.4m. EPS estimate reaffirmed at -CN¥0.05 per share. Semiconductor industry in China expected to see average net income growth of 56% next year. Consensus price target down from CN¥20.40 to CN¥19.40. Share price was steady at CN¥20.50 over the past week.
Reported Earnings • Mar 03Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: CN¥0.22 loss per share (further deteriorated from CN¥0.13 loss in FY 2023). Revenue: CN¥419.5m (up 28% from FY 2023). Net loss: CN¥95.3m (loss widened 69% from FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 69%. Revenue is forecast to grow 26% p.a. on average during the next 2 years, compared to a 24% growth forecast for the Semiconductor industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 94 percentage points per year, which is a significant difference in performance.
お知らせ • Dec 27Primarius Technologies Co., Ltd. to Report Fiscal Year 2024 Results on Apr 12, 2025Primarius Technologies Co., Ltd. announced that they will report fiscal year 2024 results on Apr 12, 2025
Major Estimate Revision • Nov 13Consensus EPS estimates fall by 30%, revenue upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from CN¥414.3m to CN¥422.9m. Forecast EPS reduced from -CN¥0.10 to -CN¥0.13 per share. Semiconductor industry in China expected to see average net income growth of 58% next year. Consensus price target up from CN¥19.58 to CN¥20.40. Share price rose 13% to CN¥24.75 over the past week.
分析記事 • Nov 11Optimistic Investors Push Primarius Technologies Co., Ltd. (SHSE:688206) Shares Up 40% But Growth Is LackingDespite an already strong run, Primarius Technologies Co., Ltd. ( SHSE:688206 ) shares have been powering on, with a...
Reported Earnings • Oct 30Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: CN¥0.038 loss per share (improved from CN¥0.068 loss in 3Q 2023). Revenue: CN¥83.1m (up 19% from 3Q 2023). Net loss: CN¥16.3m (loss narrowed 45% from 3Q 2023). Revenue missed analyst estimates by 23%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Semiconductor industry in China.
お知らせ • Sep 30Primarius Technologies Co., Ltd. to Report Q3, 2024 Results on Oct 30, 2024Primarius Technologies Co., Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024
Price Target Changed • Sep 02Price target decreased by 10.0% to CN¥17.24Down from CN¥19.15, the current price target is an average from 3 analysts. New target price is 34% above last closing price of CN¥12.91. Stock is down 47% over the past year. The company is forecast to post a net loss per share of CN¥0.10 next year compared to a net loss per share of CN¥0.13 last year.
Reported Earnings • Aug 31Second quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2024 results: CN¥0.01 loss per share (down from CN¥0.001 profit in 2Q 2023). Revenue: CN¥114.2m (up 29% from 2Q 2023). Net loss: CN¥4.41m (down 486% from profit in 2Q 2023). Revenue exceeded analyst estimates by 13%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Semiconductor industry in China.
New Risk • Jul 23New 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 7.2% 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. This is currently the only risk that has been identified for the company.
お知らせ • Jun 28Primarius Technologies Co., Ltd. to Report First Half, 2024 Results on Aug 31, 2024Primarius Technologies Co., Ltd. announced that they will report first half, 2024 results on Aug 31, 2024
お知らせ • Jun 08Primarius Technologies Co., Ltd., Annual General Meeting, Jun 26, 2024Primarius Technologies Co., Ltd., Annual General Meeting, Jun 26, 2024, at 14:00 China Standard Time. Location: 9F, Building 4, No. 26, Qiuyue Road, Pudong New Area, Shanghai China
Reported Earnings • Apr 27First quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2024 results: CN¥0.084 loss per share (further deteriorated from CN¥0.001 loss in 1Q 2023). Revenue: CN¥81.8m (up 28% from 1Q 2023). Net loss: CN¥36.5m (loss widened CN¥36.0m from 1Q 2023). Revenue exceeded analyst estimates by 27%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Semiconductor industry in China.
分析記事 • Apr 21Analysts Just Shaved Their Primarius Technologies Co., Ltd. (SHSE:688206) Forecasts DramaticallyOne thing we could say about the analysts on Primarius Technologies Co., Ltd. ( SHSE:688206 ) - they aren't optimistic...
Price Target Changed • Apr 02Price target decreased by 12% to CN¥27.04Down from CN¥30.89, the current price target is an average from 2 analysts. New target price is 72% above last closing price of CN¥15.72. Stock is down 57% over the past year. The company is forecast to post earnings per share of CN¥0.12 next year compared to a net loss per share of CN¥0.13 last year.
お知らせ • Mar 29Primarius Technologies Co., Ltd. to Report Q1, 2024 Results on Apr 27, 2024Primarius Technologies Co., Ltd. announced that they will report Q1, 2024 results on Apr 27, 2024
分析記事 • Mar 04Primarius Technologies Co., Ltd.'s (SHSE:688206) 26% Share Price Surge Not Quite Adding UpPrimarius Technologies Co., Ltd. ( SHSE:688206 ) shareholders are no doubt pleased to see that the share price has...
Reported Earnings • Feb 27Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: CN¥0.13 loss per share (down from CN¥0.10 profit in FY 2022). Revenue: CN¥329.1m (up 18% from FY 2022). Net loss: CN¥57.9m (down 229% from profit in FY 2022). Revenue missed analyst estimates by 12%. Earnings per share (EPS) also missed analyst estimates by 117%. Revenue is forecast to grow 36% p.a. on average during the next 2 years, compared to a 24% growth forecast for the Semiconductor industry in China.
お知らせ • Feb 01Primarius Technologies Co., Ltd. (SHSE:688206) announces an Equity Buyback for CNY 40 million worth of its shares.Primarius Technologies Co., Ltd. (SHSE:688206) announces a share repurchase program. Under the program, the company will repurchase up to CNY 40 million worth of its A shares. The shares will be purchased at a price not exceeding CNY 30 per share. The repurchased shares will be used for the implementation of ESOP or equity incentive plan. The program will be valid for 12 months.
New Risk • Nov 27New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Chinese stocks, typically moving 8.3% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. This is currently the only risk that has been identified for the company.
Reported Earnings • Nov 01Third quarter 2023 earnings: Revenues miss analyst expectationsThird quarter 2023 results: Revenue: CN¥69.6m (up 14% from 3Q 2022). Net loss: CN¥29.3m (down 340% from profit in 3Q 2022). Revenue missed analyst estimates by 18%. Revenue is forecast to grow 34% p.a. on average during the next 3 years, compared to a 25% growth forecast for the Semiconductor industry in China.
New Risk • Oct 21New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Chinese stocks, typically moving 8.0% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (8.0% average weekly change). High level of non-cash earnings (22% accrual ratio). Minor Risk Profit margins are more than 30% lower than last year (8.5% net profit margin).
Price Target Changed • Sep 04Price target decreased by 15% to CN¥35.47Down from CN¥41.76, the current price target is an average from 3 analysts. New target price is 45% above last closing price of CN¥24.44. Stock is down 37% over the past year. The company is forecast to post earnings per share of CN¥0.02 for next year compared to CN¥0.10 last year.
Major Estimate Revision • Sep 02Consensus EPS estimates fall by 86%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥405.6m to CN¥372.0m. EPS estimate also fell from CN¥0.14 per share to CN¥0.02 per share. Net income forecast to grow 58% next year vs 70% growth forecast for Semiconductor industry in China. Consensus price target down from CN¥41.76 to CN¥40.70. Share price rose 8.5% to CN¥24.52 over the past week.
Reported Earnings • Aug 29Second quarter 2023 earnings released: EPS: CN¥0.001 (vs CN¥0.028 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.001 (down from CN¥0.028 in 2Q 2022). Revenue: CN¥88.4m (up 26% from 2Q 2022). Net income: CN¥1.14m (down 92% from 2Q 2022). Profit margin: 1.3% (down from 19% in 2Q 2022). Revenue is forecast to grow 34% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Semiconductor industry in China.
Major Estimate Revision • Jul 21Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥423.4m to CN¥405.6m. EPS estimate also fell from CN¥0.16 per share to CN¥0.14 per share. Net income forecast to grow 71% next year vs 65% growth forecast for Semiconductor industry in China. Consensus price target down from CN¥42.93 to CN¥41.76. Share price fell 5.3% to CN¥25.46 over the past week.
お知らせ • Jul 07Primarius to Showcase DTCO-Enabled EDA Solutions at DAC Powered by Next-Generation SPICE and FastSPICE TechnologyPrimarius Technologies will showcase its Design-Technology Co-Optimization (DTCO)-enabled EDA solutions powered by the latest generation SPICE and FastSPICE technologies at the Design Automation Conference (DAC) July 10-12 at Moscone Center in San Francisco. Demonstrations will highlight the more than 2X performance boost in SPICE and FastSPICE simulation with the introduction of NanoSpice X™ and NanoSpice Pro X™ that combines 10 plus years of continuous innovations on circuit simulation by Primarius’ team. NanoSpice X shows significant new improvements in large post-layout SPICE simulation for full-chip analog designs with complicated digital circuits where huge power and ground nets slowed SPICE simulation previously. NanoSpice Pro X for FastSPICE simulation provides better performance and usability for challenging designs including advanced SRAM, DRAM, Flash and other large block or full-chip designs. Both circuit analysis solutions offer comprehensive high-yield and signal integrity analysis, aging and EM/IR simulation and advanced circuit checking capabilities. Primarius’ NanoCell™, a next-generation cloud-ready standard cell library characterization solution, can provide accurate and near-linear scaling performance on more than 10,000 cores through industry-proven modeling and simulation engines. The DAC demonstration will offer examples of its faster library characterization abilities for advanced process nodes. Other demonstrations will feature 9812AC™, the first AC low-frequency dynamic noise test system for advanced process development, and SDEP™, a spec-driven modeling automation platform for efficient and quality SPICE model auto-generation. Also, PCellLab™ and PQLab™, an intuitive, efficient and quality PCell auto-generation for PDK development platform with full PDK quality assurance capabilities.
お知らせ • Jun 28Primarius Technologies Co., Ltd. to Report First Half, 2023 Results on Aug 29, 2023Primarius Technologies Co., Ltd. announced that they will report first half, 2023 results on Aug 29, 2023
Price Target Changed • Apr 14Price target increased by 9.1% to CN¥45.10Up from CN¥41.32, the current price target is an average from 2 analysts. New target price is 24% above last closing price of CN¥36.31. Stock is up 52% over the past year. The company is forecast to post earnings per share of CN¥0.17 for next year compared to CN¥0.10 last year.
Reported Earnings • Apr 08Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: CN¥0.10 (up from CN¥0.07 in FY 2021). Revenue: CN¥278.5m (up 44% from FY 2021). Net income: CN¥44.9m (up 57% from FY 2021). Profit margin: 16% (up from 15% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.4%. Earnings per share (EPS) missed analyst estimates by 20%. Revenue is forecast to grow 37% p.a. on average during the next 2 years, compared to a 26% growth forecast for the Semiconductor industry in China.
Reported Earnings • Mar 01Full year 2022 earnings released: EPS: CN¥0.10 (vs CN¥0.07 in FY 2021)Full year 2022 results: EPS: CN¥0.10 (up from CN¥0.07 in FY 2021). Revenue: CN¥278.5m (up 44% from FY 2021). Net income: CN¥44.5m (up 56% from FY 2021). Profit margin: 16% (up from 15% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 34% p.a. on average during the next 2 years, compared to a 25% growth forecast for the Semiconductor industry in China.
Major Estimate Revision • Feb 01Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2022 has been updated. 2022 EPS estimate fell from CN¥0.14 to CN¥0.125 per share. Revenue forecast steady at CN¥271.9m. Net income forecast to grow 52% next year vs 43% growth forecast for Semiconductor industry in China. Consensus price target broadly unchanged at CN¥41.82. Share price was steady at CN¥29.97 over the past week.
Reported Earnings • Oct 30Third quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2022 results: EPS: CN¥0.031. Net income: CN¥12.2m (up CN¥12.2m from 3Q 2021). Revenue missed analyst estimates by 4.5%. Earnings per share (EPS) exceeded analyst estimates by 50%. Revenue is forecast to grow 39% p.a. on average during the next 3 years, compared to a 26% growth forecast for the Semiconductor industry in China.
Reported Earnings • Aug 24Second quarter 2022 earnings releasedSecond quarter 2022 results: Net income: CN¥13.6m (up CN¥13.6m from 2Q 2021). Over the next year, revenue is forecast to grow 50%, compared to a 49% growth forecast for the Semiconductor industry in China.
お知らせ • Jun 30Primarius Unveils Custom Design Environment, Circuit Simulation and Design Enablement Solutions at DACPrimarius Technologies Co., Ltd. will unveil its flexible and scalable design environment for custom memory and analog/mixed-signal IC design and new circuit simulation and design enablement solutions during the Design Automation Conference (DAC) July 11-13 at Moscone Center in San Francisco. Demonstrations will feature Primarius’ NanoDesigner™, a full custom design platform; SDEP™, an innovative spec-driven modeling automation platform; PCellLab™, a PDK parameterized cell library development platform; NanoCell™, a standard cell library characterization solution; and 9812AC, the first commercial AC dynamic noise measurement system. Primarius is committed to delivering innovative data-driven design technology co-optimization (DTCO) EDA solutions powered by SPICE/FastSPICE simulation technologies, shortening time to market and improving yield, power, performance and area of circuit designs at advanced process nodes. Its DTCO solutions such as SDEP, PCellLab, NanoCell and FS-Pro reduce the iteration cycle from process technology development to IC design for models, PDKs and standard cell development products available from Primarius.
Reported Earnings • Apr 16Full year 2021 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2021 results: EPS: CN¥0.07 (down from CN¥0.17 in FY 2020). Revenue: CN¥193.9m (up 41% from FY 2020). Net income: CN¥28.6m (down 1.4% from FY 2020). Profit margin: 15% (down from 21% in FY 2020). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 3.1%. Earnings per share (EPS) exceeded analyst estimates by 17%. Over the next year, revenue is forecast to grow 41%, compared to a 46% growth forecast for the industry in China.
Reported Earnings • Mar 04Full year 2021 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2021 results: EPS: CN¥0.07 (down from CN¥0.17 in FY 2020). Revenue: CN¥193.9m (up 41% from FY 2020). Net income: CN¥28.2m (down 3.0% from FY 2020). Profit margin: 14% (down from 21% in FY 2020). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 3.1%. Earnings per share (EPS) exceeded analyst estimates by 8.2%. Over the next year, revenue is forecast to grow 55%, compared to a 54% growth forecast for the industry in China.