GRINM Semiconductor Materials（688432）株式概要GRINM Semiconductor Materials Co., Ltd.は、中国でシリコンをはじめとする半導体材料・装置の研究・開発・生産・運営を行っている。 詳細688432 ファンダメンタル分析スノーフレーク・スコア評価1/6将来の成長1/6過去の実績0/6財務の健全性5/6配当金0/6報酬収益は年間18.65%増加すると予測されています リスク分析CN市場と比較して、過去 3 か月間の株価の変動が非常に大きい財務結果に影響を与える大きな一時的項目 すべてのリスクチェックを見る688432 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW488,917 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 NarrativeBLINROAG488,917 investors already sharing narrativesYour Fair ValueCN¥Current PriceCN¥56.6011.9% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture02b2016201920222025202620282031Revenue CN¥2.0bEarnings CN¥404.3mAdvancedSet Fair ValueView all narrativesGRINM Semiconductor Materials Co., Ltd. 競合他社Chongqing Genori TechnologySymbol: SHSE:688797Market cap: CN¥69.1bZhejiang Jingsheng Mechanical & ElectricalSymbol: SZSE:300316Market cap: CN¥61.8bKINGSEMISymbol: SHSE:688037Market cap: CN¥77.2bSuzhou Maxwell TechnologiesSymbol: SZSE:300751Market cap: CN¥74.3b価格と性能株価の高値、安値、推移の概要GRINM Semiconductor Materials過去の株価現在の株価CN¥56.6052週高値CN¥60.7852週安値CN¥11.19ベータ1.091ヶ月の変化137.12%3ヶ月変化294.98%1年変化394.32%3年間の変化263.99%5年間の変化n/aIPOからの変化197.89%最新ニュースお知らせ • Jun 30GRINM Semiconductor Materials Co., Ltd. to Report First Half, 2026 Results on Aug 14, 2026GRINM Semiconductor Materials Co., Ltd. announced that they will report first half, 2026 results on Aug 14, 2026Declared Dividend • Jun 21Dividend of CN¥0.055 announcedShareholders will receive a dividend of CN¥0.055. Ex-date: 24th June 2026 Payment date: 24th June 2026 Dividend yield will be 0.2%, which is lower than the industry average of 1.7%. Sustainability & Growth The dividend has decreased over the past 36 years, indicating a lack of growth and stability in payments.Reported Earnings • Apr 30First quarter 2026 earnings released: EPS: CN¥0.04 (vs CN¥0.039 in 1Q 2025)First quarter 2026 results: EPS: CN¥0.04 (up from CN¥0.039 in 1Q 2025). Revenue: CN¥313.9m (up 36% from 1Q 2025). Net income: CN¥50.2m (up 2.2% from 1Q 2025). Profit margin: 16% (down from 21% in 1Q 2025). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 28% growth forecast for the Semiconductor industry in China. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has remained flat, which means it is well ahead of earnings.お知らせ • Mar 30GRINM Semiconductor Materials Co., Ltd. to Report Q1, 2026 Results on Apr 29, 2026GRINM Semiconductor Materials Co., Ltd. announced that they will report Q1, 2026 results on Apr 29, 2026お知らせ • Mar 26GRINM Semiconductor Materials Co., Ltd., Annual General Meeting, Apr 28, 2026GRINM Semiconductor Materials Co., Ltd., Annual General Meeting, Apr 28, 2026, at 14:00 China Standard Time. Location: No. 2, Xinjiekouwai Avenue, Xicheng District, Beijing ChinaNew Risk • Feb 25New 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 7.5% 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. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 1.6% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.5% average weekly change).最新情報をもっと見るRecent updatesお知らせ • Jun 30GRINM Semiconductor Materials Co., Ltd. to Report First Half, 2026 Results on Aug 14, 2026GRINM Semiconductor Materials Co., Ltd. announced that they will report first half, 2026 results on Aug 14, 2026Declared Dividend • Jun 21Dividend of CN¥0.055 announcedShareholders will receive a dividend of CN¥0.055. Ex-date: 24th June 2026 Payment date: 24th June 2026 Dividend yield will be 0.2%, which is lower than the industry average of 1.7%. Sustainability & Growth The dividend has decreased over the past 36 years, indicating a lack of growth and stability in payments.Reported Earnings • Apr 30First quarter 2026 earnings released: EPS: CN¥0.04 (vs CN¥0.039 in 1Q 2025)First quarter 2026 results: EPS: CN¥0.04 (up from CN¥0.039 in 1Q 2025). Revenue: CN¥313.9m (up 36% from 1Q 2025). Net income: CN¥50.2m (up 2.2% from 1Q 2025). Profit margin: 16% (down from 21% in 1Q 2025). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 28% growth forecast for the Semiconductor industry in China. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has remained flat, which means it is well ahead of earnings.お知らせ • Mar 30GRINM Semiconductor Materials Co., Ltd. to Report Q1, 2026 Results on Apr 29, 2026GRINM Semiconductor Materials Co., Ltd. announced that they will report Q1, 2026 results on Apr 29, 2026お知らせ • Mar 26GRINM Semiconductor Materials Co., Ltd., Annual General Meeting, Apr 28, 2026GRINM Semiconductor Materials Co., Ltd., Annual General Meeting, Apr 28, 2026, at 14:00 China Standard Time. Location: No. 2, Xinjiekouwai Avenue, Xicheng District, Beijing ChinaNew Risk • Feb 25New 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 7.5% 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. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 1.6% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.5% average weekly change).New Risk • Feb 09New major risk - Revenue and earnings growthEarnings have declined by 0.5% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 0.5% per year over the past 5 years. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.お知らせ • Dec 26GRINM Semiconductor Materials Co., Ltd. to Report Fiscal Year 2025 Results on Mar 27, 2026GRINM Semiconductor Materials Co., Ltd. announced that they will report fiscal year 2025 results on Mar 27, 2026Reported Earnings • Oct 28Third quarter 2025 earnings released: EPS: CN¥0.036 (vs CN¥0.062 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.036 (down from CN¥0.062 in 3Q 2024). Revenue: CN¥255.7m (down 3.9% from 3Q 2024). Net income: CN¥50.1m (down 22% from 3Q 2024). Profit margin: 20% (down from 24% in 3Q 2024). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 27% growth forecast for the Semiconductor industry in China.お知らせ • Sep 30GRINM Semiconductor Materials Co., Ltd. to Report Q3, 2025 Results on Oct 28, 2025GRINM Semiconductor Materials Co., Ltd. announced that they will report Q3, 2025 results on Oct 28, 2025Reported Earnings • Aug 17Second quarter 2025 earnings released: EPS: CN¥0.052 (vs CN¥0.055 in 2Q 2024)Second quarter 2025 results: EPS: CN¥0.052 (down from CN¥0.055 in 2Q 2024). Revenue: CN¥260.1m (down 4.5% from 2Q 2024). Net income: CN¥57.0m (down 23% from 2Q 2024). Profit margin: 22% (down from 27% in 2Q 2024). Revenue is forecast to grow 15% 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 • Jun 30GRINM Semiconductor Materials Co., Ltd. to Report First Half, 2025 Results on Aug 14, 2025GRINM Semiconductor Materials Co., Ltd. announced that they will report first half, 2025 results on Aug 14, 2025New Risk • Apr 07New 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 7.8% 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: Minor Risks Dividend is not well covered by cash flows (dividend per share is over 8x cash flows per share). Share price has been volatile over the past 3 months (7.8% average weekly change). Large one-off items impacting financial results.Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to CN¥9.75, the stock trades at a trailing P/E ratio of 52.1x. Average trailing P/E is 66x in the Semiconductor industry in China. Total returns to shareholders of 1.9% over the past year.Reported Earnings • Apr 02Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: CN¥0.19 (down from CN¥0.20 in FY 2023). Revenue: CN¥995.9m (up 3.7% from FY 2023). Net income: CN¥232.9m (down 8.4% from FY 2023). Profit margin: 23% (down from 27% in FY 2023). Revenue missed analyst estimates by 12%. Earnings per share (EPS) also missed analyst estimates by 17%.お知らせ • Mar 31GRINM Semiconductor Materials Co., Ltd., Annual General Meeting, Apr 25, 2025GRINM Semiconductor Materials Co., Ltd., Annual General Meeting, Apr 25, 2025, at 14:00 China Standard Time. Location: No. 2, Xinjiekouwai Avenue, Xicheng District, Beijing Chinaお知らせ • Mar 28GRINM Semiconductor Materials Co., Ltd. to Report Q1, 2025 Results on Apr 24, 2025GRINM Semiconductor Materials Co., Ltd. announced that they will report Q1, 2025 results on Apr 24, 2025お知らせ • Mar 06GRINM Semiconductor Materials Co., Ltd. (SHSE:688432) signed a letter of intent to acquire 60% stake in Gaopin (Beijing) Technology Co., Ltd. from Xu Youzhi, Wang Xia and Wang Xiao.GRINM Semiconductor Materials Co., Ltd. (SHSE:688432) signed a letter of intent to acquire 60% stake in Gaopin (Beijing) Technology Co., Ltd. from Xu Youzhi, Wang Xia and Wang Xiao on March 5, 2025. A cash consideration will be paid by GRINM Semiconductor Materials Co., Ltd. GRINM Semiconductor will use its internal resources or external financing to fund the acquisition. The transaction is subject to approval by regulatory board / committee, approval of offer by acquirer shareholders, approval of offer by acquirer board and consummation of due diligence investigation.お知らせ • Dec 27GRINM Semiconductor Materials Co., Ltd. to Report Fiscal Year 2024 Results on Mar 31, 2025GRINM Semiconductor Materials Co., Ltd. announced that they will report fiscal year 2024 results on Mar 31, 2025お知らせ • Nov 04GRINM Semiconductor Materials Co., Ltd. (SHSE:688432) agreed to acquire 70% stake in DG Technologies, Inc. from RS Technologies Co., Ltd. (TSE:3445).GRINM Semiconductor Materials Co., Ltd. (SHSE:688432) agreed to acquire 70% stake in DG Technologies, Inc. from RS Technologies Co., Ltd. (TSE:3445) on November 2, 2024. A cash consideration will be paid by GRINM Semiconductor Materials Co., Ltd.Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: CN¥0.062 (vs CN¥0.05 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.062 (up from CN¥0.05 in 3Q 2023). Revenue: CN¥265.9m (up 2.4% from 3Q 2023). Net income: CN¥64.2m (up 5.7% from 3Q 2023). Profit margin: 24% (in line with 3Q 2023). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Semiconductor industry in China.Board Change • Oct 18Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Sone Shika was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Sep 30GRINM Semiconductor Materials Co., Ltd. to Report Q3, 2024 Results on Oct 30, 2024GRINM Semiconductor Materials Co., Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 31%After last week's 31% share price gain to CN¥11.62, the stock trades at a forward P/E ratio of 46x. Average forward P/E is 29x in the Semiconductor industry in China. Total loss to shareholders of 16% over the past year.Major Estimate Revision • Aug 13Consensus revenue estimates fall by 17%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥1.38b to CN¥1.14b. EPS estimate fell from CN¥0.29 to CN¥0.23 per share. Net income forecast to grow 30% next year vs 55% growth forecast for Semiconductor industry in China. Consensus price target down from CN¥13.00 to CN¥11.00. Share price was steady at CN¥9.19 over the past week.お知らせ • Jun 29GRINM Semiconductor Materials Co., Ltd. to Report First Half, 2024 Results on Aug 10, 2024GRINM Semiconductor Materials Co., Ltd. announced that they will report first half, 2024 results on Aug 10, 2024お知らせ • May 08GRINM Semiconductor Materials Co., Ltd., Annual General Meeting, May 27, 2024GRINM Semiconductor Materials Co., Ltd., Annual General Meeting, May 27, 2024, at 14:00 China Standard Time. Location: No. 57, Beisanhuan Middle Road, Haidian District , Beijing ChinaReported Earnings • Apr 27First quarter 2024 earnings released: EPS: CN¥0.05 (vs CN¥0.06 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.05 (down from CN¥0.06 in 1Q 2023). Revenue: CN¥234.7m (down 9.1% from 1Q 2023). Net income: CN¥56.4m (down 27% from 1Q 2023). Profit margin: 24% (down from 30% in 1Q 2023). Revenue is forecast to grow 21% 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 • Mar 29GRINM Semiconductor Materials Co., Ltd. to Report Q1, 2024 Results on Apr 26, 2024GRINM Semiconductor Materials Co., Ltd. announced that they will report Q1, 2024 results on Apr 26, 2024お知らせ • Feb 22GRINM Semiconductor Materials Co., Ltd. (SHSE:688432) announces an Equity Buyback for CNY 60 million worth of its shares.GRINM Semiconductor Materials Co., Ltd. (SHSE:688432) announces a share repurchase program. Under the program, the company will repurchase up to CNY 60 million worth of its class A shares. The shares will be repurchased at a price of not more than CNY 15.53 per share. The purpose of the program is using it for the ESOP or equity incentives and maintaining company value and shareholders’ equity. The repurchase period will be not more than 12 months.Reported Earnings • Feb 09Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: CN¥0.20 (down from CN¥0.32 in FY 2022). Revenue: CN¥960.4m (down 18% from FY 2022). Net income: CN¥254.2m (down 28% from FY 2022). Profit margin: 27% (down from 30% in FY 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 29%. Earnings per share (EPS) also missed analyst estimates by 35%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Semiconductor industry in China.Valuation Update With 7 Day Price Move • Feb 02Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥8.58, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 25x in the Semiconductor industry in China. Total loss to shareholders of 46% over the past year.Reported Earnings • Oct 27Third quarter 2023 earnings released: EPS: CN¥0.05 (vs CN¥0.10 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.05 (down from CN¥0.10 in 3Q 2022). Revenue: CN¥259.7m (down 16% from 3Q 2022). Net income: CN¥60.7m (down 42% from 3Q 2022). Profit margin: 23% (down from 34% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 25% growth forecast for the Semiconductor industry in China.New Risk • Aug 15New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 27% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.Reported Earnings • Aug 10Second quarter 2023 earnings released: EPS: CN¥0.07 (vs CN¥0.11 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.07 (down from CN¥0.11 in 2Q 2022). Revenue: CN¥272.5m (down 18% from 2Q 2022). Net income: CN¥84.2m (down 31% from 2Q 2022). Profit margin: 31% (down from 37% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Semiconductor industry in China.お知らせ • Jun 28GRINM Semiconductor Materials Co., Ltd. to Report First Half, 2023 Results on Aug 10, 2023GRINM Semiconductor Materials Co., Ltd. announced that they will report first half, 2023 results on Aug 10, 2023Valuation Update With 7 Day Price Move • Apr 26Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥16.68, the stock trades at a trailing P/E ratio of 59.2x. Average trailing P/E is 62x in the Semiconductor industry in China.Valuation Update With 7 Day Price Move • Apr 12Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥20.79, the stock trades at a trailing P/E ratio of 73.8x. Average trailing P/E is 69x in the Semiconductor industry in China.Valuation Update With 7 Day Price Move • Jan 19Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥15.75, the stock trades at a trailing P/E ratio of 55.7x. Average trailing P/E is 54x in the Semiconductor industry in China.Valuation Update With 7 Day Price Move • Dec 22Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to CN¥13.52, the stock trades at a trailing P/E ratio of 47.8x. Average trailing P/E is 51x in the Semiconductor industry in China.株主還元688432CN SemiconductorCN 市場7D34.2%6.2%-1.4%1Y394.3%149.7%23.7%株主還元を見る業界別リターン: 688432過去 1 年間で149.7 % の収益を上げたCN Semiconductor業界を上回りました。リターン対市場: 688432過去 1 年間で23.7 % の収益を上げたCN市場を上回りました。価格変動Is 688432's price volatile compared to industry and market?688432 volatility688432 Average Weekly Movement16.1%Semiconductor Industry Average Movement10.0%Market Average Movement6.8%10% most volatile stocks in CN Market11.1%10% least volatile stocks in CN Market4.1%安定した株価: 688432の株価は、 CN市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 688432の 週次ボラティリティ は、過去 1 年間で10%から16%に増加しました。会社概要設立従業員CEO（最高経営責任者ウェブサイト2001902Guohu Zhangwww.gritek.comGRINM Semiconductor Materials Co., Ltd.は、中国でシリコンをはじめとする半導体材料および装置の研究、開発、生産、運営を行っています。同社は大口径シリコン単結晶およびシリコンロッド、リング、スライスなどの製品、ゾーンメルトシリコン単結晶、高濃度ドープ、低濃度ドープ、ゾーンフューズドウェハー、腐食シートなどを提供している。また、関連技術開発、技術移転、技術コンサルティングサービスも提供している。さらに、米国、日本、韓国、台湾、その他の地域に製品を輸出している。GRINM Semiconductor Materials Co., Ltd.は2001年に設立され、中国の北京に拠点を置いている。もっと見るGRINM Semiconductor Materials Co., Ltd. 基礎のまとめGRINM Semiconductor Materials の収益と売上を時価総額と比較するとどうか。688432 基礎統計学時価総額CN¥70.57b収益（TTM）CN¥208.65m売上高(TTM)CN¥1.05b338.2xPER（株価収益率67.0xP/Sレシオ688432 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688432 損益計算書（TTM）収益CN¥1.05b売上原価CN¥685.24m売上総利益CN¥367.98mその他の費用CN¥159.32m収益CN¥208.65m直近の収益報告Mar 31, 2026次回決算日Aug 14, 2026一株当たり利益（EPS）0.17グロス・マージン34.94%純利益率19.81%有利子負債／自己資本比率0.2%688432 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0.1%現在の配当利回り33%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2026/07/10 18:08終値2026/07/10 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋GRINM Semiconductor Materials Co., Ltd. 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。1 アナリスト機関Chao LiCitic Securities Co., Ltd.
お知らせ • Jun 30GRINM Semiconductor Materials Co., Ltd. to Report First Half, 2026 Results on Aug 14, 2026GRINM Semiconductor Materials Co., Ltd. announced that they will report first half, 2026 results on Aug 14, 2026
Declared Dividend • Jun 21Dividend of CN¥0.055 announcedShareholders will receive a dividend of CN¥0.055. Ex-date: 24th June 2026 Payment date: 24th June 2026 Dividend yield will be 0.2%, which is lower than the industry average of 1.7%. Sustainability & Growth The dividend has decreased over the past 36 years, indicating a lack of growth and stability in payments.
Reported Earnings • Apr 30First quarter 2026 earnings released: EPS: CN¥0.04 (vs CN¥0.039 in 1Q 2025)First quarter 2026 results: EPS: CN¥0.04 (up from CN¥0.039 in 1Q 2025). Revenue: CN¥313.9m (up 36% from 1Q 2025). Net income: CN¥50.2m (up 2.2% from 1Q 2025). Profit margin: 16% (down from 21% in 1Q 2025). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 28% growth forecast for the Semiconductor industry in China. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
お知らせ • Mar 30GRINM Semiconductor Materials Co., Ltd. to Report Q1, 2026 Results on Apr 29, 2026GRINM Semiconductor Materials Co., Ltd. announced that they will report Q1, 2026 results on Apr 29, 2026
お知らせ • Mar 26GRINM Semiconductor Materials Co., Ltd., Annual General Meeting, Apr 28, 2026GRINM Semiconductor Materials Co., Ltd., Annual General Meeting, Apr 28, 2026, at 14:00 China Standard Time. Location: No. 2, Xinjiekouwai Avenue, Xicheng District, Beijing China
New Risk • Feb 25New 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 7.5% 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. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 1.6% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.5% average weekly change).
お知らせ • Jun 30GRINM Semiconductor Materials Co., Ltd. to Report First Half, 2026 Results on Aug 14, 2026GRINM Semiconductor Materials Co., Ltd. announced that they will report first half, 2026 results on Aug 14, 2026
Declared Dividend • Jun 21Dividend of CN¥0.055 announcedShareholders will receive a dividend of CN¥0.055. Ex-date: 24th June 2026 Payment date: 24th June 2026 Dividend yield will be 0.2%, which is lower than the industry average of 1.7%. Sustainability & Growth The dividend has decreased over the past 36 years, indicating a lack of growth and stability in payments.
Reported Earnings • Apr 30First quarter 2026 earnings released: EPS: CN¥0.04 (vs CN¥0.039 in 1Q 2025)First quarter 2026 results: EPS: CN¥0.04 (up from CN¥0.039 in 1Q 2025). Revenue: CN¥313.9m (up 36% from 1Q 2025). Net income: CN¥50.2m (up 2.2% from 1Q 2025). Profit margin: 16% (down from 21% in 1Q 2025). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 28% growth forecast for the Semiconductor industry in China. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
お知らせ • Mar 30GRINM Semiconductor Materials Co., Ltd. to Report Q1, 2026 Results on Apr 29, 2026GRINM Semiconductor Materials Co., Ltd. announced that they will report Q1, 2026 results on Apr 29, 2026
お知らせ • Mar 26GRINM Semiconductor Materials Co., Ltd., Annual General Meeting, Apr 28, 2026GRINM Semiconductor Materials Co., Ltd., Annual General Meeting, Apr 28, 2026, at 14:00 China Standard Time. Location: No. 2, Xinjiekouwai Avenue, Xicheng District, Beijing China
New Risk • Feb 25New 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 7.5% 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. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 1.6% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.5% average weekly change).
New Risk • Feb 09New major risk - Revenue and earnings growthEarnings have declined by 0.5% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 0.5% per year over the past 5 years. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
お知らせ • Dec 26GRINM Semiconductor Materials Co., Ltd. to Report Fiscal Year 2025 Results on Mar 27, 2026GRINM Semiconductor Materials Co., Ltd. announced that they will report fiscal year 2025 results on Mar 27, 2026
Reported Earnings • Oct 28Third quarter 2025 earnings released: EPS: CN¥0.036 (vs CN¥0.062 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.036 (down from CN¥0.062 in 3Q 2024). Revenue: CN¥255.7m (down 3.9% from 3Q 2024). Net income: CN¥50.1m (down 22% from 3Q 2024). Profit margin: 20% (down from 24% in 3Q 2024). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 27% growth forecast for the Semiconductor industry in China.
お知らせ • Sep 30GRINM Semiconductor Materials Co., Ltd. to Report Q3, 2025 Results on Oct 28, 2025GRINM Semiconductor Materials Co., Ltd. announced that they will report Q3, 2025 results on Oct 28, 2025
Reported Earnings • Aug 17Second quarter 2025 earnings released: EPS: CN¥0.052 (vs CN¥0.055 in 2Q 2024)Second quarter 2025 results: EPS: CN¥0.052 (down from CN¥0.055 in 2Q 2024). Revenue: CN¥260.1m (down 4.5% from 2Q 2024). Net income: CN¥57.0m (down 23% from 2Q 2024). Profit margin: 22% (down from 27% in 2Q 2024). Revenue is forecast to grow 15% 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 • Jun 30GRINM Semiconductor Materials Co., Ltd. to Report First Half, 2025 Results on Aug 14, 2025GRINM Semiconductor Materials Co., Ltd. announced that they will report first half, 2025 results on Aug 14, 2025
New Risk • Apr 07New 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 7.8% 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: Minor Risks Dividend is not well covered by cash flows (dividend per share is over 8x cash flows per share). Share price has been volatile over the past 3 months (7.8% average weekly change). Large one-off items impacting financial results.
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to CN¥9.75, the stock trades at a trailing P/E ratio of 52.1x. Average trailing P/E is 66x in the Semiconductor industry in China. Total returns to shareholders of 1.9% over the past year.
Reported Earnings • Apr 02Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: CN¥0.19 (down from CN¥0.20 in FY 2023). Revenue: CN¥995.9m (up 3.7% from FY 2023). Net income: CN¥232.9m (down 8.4% from FY 2023). Profit margin: 23% (down from 27% in FY 2023). Revenue missed analyst estimates by 12%. Earnings per share (EPS) also missed analyst estimates by 17%.
お知らせ • Mar 31GRINM Semiconductor Materials Co., Ltd., Annual General Meeting, Apr 25, 2025GRINM Semiconductor Materials Co., Ltd., Annual General Meeting, Apr 25, 2025, at 14:00 China Standard Time. Location: No. 2, Xinjiekouwai Avenue, Xicheng District, Beijing China
お知らせ • Mar 28GRINM Semiconductor Materials Co., Ltd. to Report Q1, 2025 Results on Apr 24, 2025GRINM Semiconductor Materials Co., Ltd. announced that they will report Q1, 2025 results on Apr 24, 2025
お知らせ • Mar 06GRINM Semiconductor Materials Co., Ltd. (SHSE:688432) signed a letter of intent to acquire 60% stake in Gaopin (Beijing) Technology Co., Ltd. from Xu Youzhi, Wang Xia and Wang Xiao.GRINM Semiconductor Materials Co., Ltd. (SHSE:688432) signed a letter of intent to acquire 60% stake in Gaopin (Beijing) Technology Co., Ltd. from Xu Youzhi, Wang Xia and Wang Xiao on March 5, 2025. A cash consideration will be paid by GRINM Semiconductor Materials Co., Ltd. GRINM Semiconductor will use its internal resources or external financing to fund the acquisition. The transaction is subject to approval by regulatory board / committee, approval of offer by acquirer shareholders, approval of offer by acquirer board and consummation of due diligence investigation.
お知らせ • Dec 27GRINM Semiconductor Materials Co., Ltd. to Report Fiscal Year 2024 Results on Mar 31, 2025GRINM Semiconductor Materials Co., Ltd. announced that they will report fiscal year 2024 results on Mar 31, 2025
お知らせ • Nov 04GRINM Semiconductor Materials Co., Ltd. (SHSE:688432) agreed to acquire 70% stake in DG Technologies, Inc. from RS Technologies Co., Ltd. (TSE:3445).GRINM Semiconductor Materials Co., Ltd. (SHSE:688432) agreed to acquire 70% stake in DG Technologies, Inc. from RS Technologies Co., Ltd. (TSE:3445) on November 2, 2024. A cash consideration will be paid by GRINM Semiconductor Materials Co., Ltd.
Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: CN¥0.062 (vs CN¥0.05 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.062 (up from CN¥0.05 in 3Q 2023). Revenue: CN¥265.9m (up 2.4% from 3Q 2023). Net income: CN¥64.2m (up 5.7% from 3Q 2023). Profit margin: 24% (in line with 3Q 2023). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Semiconductor industry in China.
Board Change • Oct 18Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Sone Shika was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Sep 30GRINM Semiconductor Materials Co., Ltd. to Report Q3, 2024 Results on Oct 30, 2024GRINM Semiconductor Materials Co., Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 31%After last week's 31% share price gain to CN¥11.62, the stock trades at a forward P/E ratio of 46x. Average forward P/E is 29x in the Semiconductor industry in China. Total loss to shareholders of 16% over the past year.
Major Estimate Revision • Aug 13Consensus revenue estimates fall by 17%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥1.38b to CN¥1.14b. EPS estimate fell from CN¥0.29 to CN¥0.23 per share. Net income forecast to grow 30% next year vs 55% growth forecast for Semiconductor industry in China. Consensus price target down from CN¥13.00 to CN¥11.00. Share price was steady at CN¥9.19 over the past week.
お知らせ • Jun 29GRINM Semiconductor Materials Co., Ltd. to Report First Half, 2024 Results on Aug 10, 2024GRINM Semiconductor Materials Co., Ltd. announced that they will report first half, 2024 results on Aug 10, 2024
お知らせ • May 08GRINM Semiconductor Materials Co., Ltd., Annual General Meeting, May 27, 2024GRINM Semiconductor Materials Co., Ltd., Annual General Meeting, May 27, 2024, at 14:00 China Standard Time. Location: No. 57, Beisanhuan Middle Road, Haidian District , Beijing China
Reported Earnings • Apr 27First quarter 2024 earnings released: EPS: CN¥0.05 (vs CN¥0.06 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.05 (down from CN¥0.06 in 1Q 2023). Revenue: CN¥234.7m (down 9.1% from 1Q 2023). Net income: CN¥56.4m (down 27% from 1Q 2023). Profit margin: 24% (down from 30% in 1Q 2023). Revenue is forecast to grow 21% 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 • Mar 29GRINM Semiconductor Materials Co., Ltd. to Report Q1, 2024 Results on Apr 26, 2024GRINM Semiconductor Materials Co., Ltd. announced that they will report Q1, 2024 results on Apr 26, 2024
お知らせ • Feb 22GRINM Semiconductor Materials Co., Ltd. (SHSE:688432) announces an Equity Buyback for CNY 60 million worth of its shares.GRINM Semiconductor Materials Co., Ltd. (SHSE:688432) announces a share repurchase program. Under the program, the company will repurchase up to CNY 60 million worth of its class A shares. The shares will be repurchased at a price of not more than CNY 15.53 per share. The purpose of the program is using it for the ESOP or equity incentives and maintaining company value and shareholders’ equity. The repurchase period will be not more than 12 months.
Reported Earnings • Feb 09Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: CN¥0.20 (down from CN¥0.32 in FY 2022). Revenue: CN¥960.4m (down 18% from FY 2022). Net income: CN¥254.2m (down 28% from FY 2022). Profit margin: 27% (down from 30% in FY 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 29%. Earnings per share (EPS) also missed analyst estimates by 35%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Semiconductor industry in China.
Valuation Update With 7 Day Price Move • Feb 02Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥8.58, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 25x in the Semiconductor industry in China. Total loss to shareholders of 46% over the past year.
Reported Earnings • Oct 27Third quarter 2023 earnings released: EPS: CN¥0.05 (vs CN¥0.10 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.05 (down from CN¥0.10 in 3Q 2022). Revenue: CN¥259.7m (down 16% from 3Q 2022). Net income: CN¥60.7m (down 42% from 3Q 2022). Profit margin: 23% (down from 34% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 25% growth forecast for the Semiconductor industry in China.
New Risk • Aug 15New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 27% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.
Reported Earnings • Aug 10Second quarter 2023 earnings released: EPS: CN¥0.07 (vs CN¥0.11 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.07 (down from CN¥0.11 in 2Q 2022). Revenue: CN¥272.5m (down 18% from 2Q 2022). Net income: CN¥84.2m (down 31% from 2Q 2022). Profit margin: 31% (down from 37% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Semiconductor industry in China.
お知らせ • Jun 28GRINM Semiconductor Materials Co., Ltd. to Report First Half, 2023 Results on Aug 10, 2023GRINM Semiconductor Materials Co., Ltd. announced that they will report first half, 2023 results on Aug 10, 2023
Valuation Update With 7 Day Price Move • Apr 26Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥16.68, the stock trades at a trailing P/E ratio of 59.2x. Average trailing P/E is 62x in the Semiconductor industry in China.
Valuation Update With 7 Day Price Move • Apr 12Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥20.79, the stock trades at a trailing P/E ratio of 73.8x. Average trailing P/E is 69x in the Semiconductor industry in China.
Valuation Update With 7 Day Price Move • Jan 19Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥15.75, the stock trades at a trailing P/E ratio of 55.7x. Average trailing P/E is 54x in the Semiconductor industry in China.
Valuation Update With 7 Day Price Move • Dec 22Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to CN¥13.52, the stock trades at a trailing P/E ratio of 47.8x. Average trailing P/E is 51x in the Semiconductor industry in China.
