BIWIN Storage Technology（688525）株式概要BIWIN Storage Technology Co., Ltd.は、半導体メモリの研究、開発、設計、パッケージング、テスト、生産、販売を行っています。 詳細688525 ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長4/6過去の実績2/6財務の健全性3/6配当金0/6報酬株価収益率（ 37.2 x） CN市場（ 50.3 x）を下回っています。収益は年間15.88%増加すると予測されています 今年は黒字化を達成 同業他社や業界と比較して、良好な取引価格 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高いレベルの非現金収入 負債は営業キャッシュフローで十分にカバーされていない すべてのリスクチェックを見る688525 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueCN¥Current PriceCN¥312.2531.8% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-331m49b2016201920222025202620282031Revenue CN¥49.0bEarnings CN¥11.7bAdvancedSet Fair ValueView all narrativesBIWIN Storage Technology Co., Ltd. 競合他社Shenzhen Techwinsemi TechnologySymbol: SZSE:001309Market cap: CN¥152.9bOmniVision Integrated Circuits GroupSymbol: SHSE:603501Market cap: CN¥130.1bRockchip ElectronicsSymbol: SHSE:603893Market cap: CN¥81.5bPuya Semiconductor (Shanghai)Symbol: SHSE:688766Market cap: CN¥60.3b価格と性能株価の高値、安値、推移の概要BIWIN Storage Technology過去の株価現在の株価CN¥312.2552週高値CN¥345.0052週安値CN¥55.72ベータ1.831ヶ月の変化11.12%3ヶ月変化88.20%1年変化437.25%3年間の変化294.75%5年間の変化n/aIPOからの変化1,844.27%最新ニュースValuation Update With 7 Day Price Move • May 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥311, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 54x in the Semiconductor industry in China. Total returns to shareholders of 320% over the past three years.Reported Earnings • Apr 17First quarter 2026 earnings released: EPS: CN¥6.21 (vs CN¥0.46 loss in 1Q 2025)First quarter 2026 results: EPS: CN¥6.21 (up from CN¥0.46 loss in 1Q 2025). Revenue: CN¥6.81b (up 342% from 1Q 2025). Net income: CN¥2.90b (up CN¥3.10b from 1Q 2025). Profit margin: 43% (up from net loss in 1Q 2025). The move to profitability was driven by higher revenue. Revenue is forecast to grow 11% 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 increased by 124% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 17BIWIN Storage Technology Co., Ltd., Annual General Meeting, May 07, 2026BIWIN Storage Technology Co., Ltd., Annual General Meeting, May 07, 2026, at 14:00 China Standard Time. Location: 3F, Building 2, No. 3370, Liuxian Avenue, Nanshan District, Shenzhen, Guangdong Chinaお知らせ • Mar 30BIWIN Storage Technology Co., Ltd. to Report Q1, 2026 Results on Apr 16, 2026BIWIN Storage Technology Co., Ltd. announced that they will report Q1, 2026 results on Apr 16, 2026Reported Earnings • Mar 05Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: CN¥1.90 (up from CN¥0.37 in FY 2024). Revenue: CN¥11.3b (up 69% from FY 2024). Net income: CN¥866.7m (up 438% from FY 2024). Profit margin: 7.7% (up from 2.4% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 12%. Earnings per share (EPS) also surpassed analyst estimates significantly. 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 increased by 58% per year but the company’s share price has increased by 77% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Dec 26BIWIN Storage Technology Co., Ltd. to Report Fiscal Year 2025 Results on Mar 20, 2026BIWIN Storage Technology Co., Ltd. announced that they will report fiscal year 2025 results on Mar 20, 2026最新情報をもっと見るRecent updatesValuation Update With 7 Day Price Move • May 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥311, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 54x in the Semiconductor industry in China. Total returns to shareholders of 320% over the past three years.Reported Earnings • Apr 17First quarter 2026 earnings released: EPS: CN¥6.21 (vs CN¥0.46 loss in 1Q 2025)First quarter 2026 results: EPS: CN¥6.21 (up from CN¥0.46 loss in 1Q 2025). Revenue: CN¥6.81b (up 342% from 1Q 2025). Net income: CN¥2.90b (up CN¥3.10b from 1Q 2025). Profit margin: 43% (up from net loss in 1Q 2025). The move to profitability was driven by higher revenue. Revenue is forecast to grow 11% 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 increased by 124% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 17BIWIN Storage Technology Co., Ltd., Annual General Meeting, May 07, 2026BIWIN Storage Technology Co., Ltd., Annual General Meeting, May 07, 2026, at 14:00 China Standard Time. Location: 3F, Building 2, No. 3370, Liuxian Avenue, Nanshan District, Shenzhen, Guangdong Chinaお知らせ • Mar 30BIWIN Storage Technology Co., Ltd. to Report Q1, 2026 Results on Apr 16, 2026BIWIN Storage Technology Co., Ltd. announced that they will report Q1, 2026 results on Apr 16, 2026Reported Earnings • Mar 05Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: CN¥1.90 (up from CN¥0.37 in FY 2024). Revenue: CN¥11.3b (up 69% from FY 2024). Net income: CN¥866.7m (up 438% from FY 2024). Profit margin: 7.7% (up from 2.4% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 12%. Earnings per share (EPS) also surpassed analyst estimates significantly. 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 increased by 58% per year but the company’s share price has increased by 77% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Dec 26BIWIN Storage Technology Co., Ltd. to Report Fiscal Year 2025 Results on Mar 20, 2026BIWIN Storage Technology Co., Ltd. announced that they will report fiscal year 2025 results on Mar 20, 2026Reported Earnings • Oct 31Third quarter 2025 earnings released: EPS: CN¥0.61 (vs CN¥0.12 loss in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.61 (up from CN¥0.12 loss in 3Q 2024). Revenue: CN¥2.66b (up 68% from 3Q 2024). Net income: CN¥256.2m (up CN¥311.5m from 3Q 2024). Profit margin: 9.6% (up from net loss in 3Q 2024). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 26% growth forecast for the Semiconductor industry in China.お知らせ • Sep 30BIWIN Storage Technology Co., Ltd. to Report Q3, 2025 Results on Oct 31, 2025BIWIN Storage Technology Co., Ltd. announced that they will report Q3, 2025 results on Oct 31, 2025New Risk • Sep 12New 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 7.0% 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 Less than 1 year of cash runway based on current free cash flow (-CN¥2.5b). Share price has been volatile over the past 3 months (7.0% average weekly change).Reported Earnings • Aug 14Second quarter 2025 earnings released: CN¥0.062 loss per share (vs CN¥0.26 profit in 2Q 2024)Second quarter 2025 results: CN¥0.062 loss per share (down from CN¥0.26 profit in 2Q 2024). Revenue: CN¥2.37b (up 38% from 2Q 2024). Net loss: CN¥28.3m (down 124% from profit in 2Q 2024). Revenue is forecast to grow 18% 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 30BIWIN Storage Technology Co., Ltd. to Report First Half, 2025 Results on Aug 11, 2025BIWIN Storage Technology Co., Ltd. announced that they will report first half, 2025 results on Aug 11, 2025Reported Earnings • May 02First quarter 2025 earnings released: CN¥0.46 loss per share (vs CN¥0.39 profit in 1Q 2024)First quarter 2025 results: CN¥0.46 loss per share (down from CN¥0.39 profit in 1Q 2024). Revenue: CN¥1.54b (down 11% from 1Q 2024). Net loss: CN¥197.5m (down 218% from profit in 1Q 2024). Revenue is forecast to grow 29% 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 • Apr 30BIWIN Storage Technology Co., Ltd., Annual General Meeting, May 22, 2025BIWIN Storage Technology Co., Ltd., Annual General Meeting, May 22, 2025, at 14:00 China Standard Time.お知らせ • Mar 28BIWIN Storage Technology Co., Ltd. to Report Q1, 2025 Results on Apr 30, 2025BIWIN Storage Technology Co., Ltd. announced that they will report Q1, 2025 results on Apr 30, 2025New Risk • Mar 16New 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 8.2% 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. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.2x net interest cover). Minor Risk Share price has been volatile over the past 3 months (8.2% average weekly change).Reported Earnings • Mar 03Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: CN¥0.39 (up from CN¥1.45 loss in FY 2023). Revenue: CN¥6.70b (up 87% from FY 2023). Net income: CN¥175.7m (up CN¥800.0m from FY 2023). Profit margin: 2.6% (up from net loss in FY 2023). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) missed analyst estimates by 37%. Revenue is forecast to grow 20% 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 • Dec 27BIWIN Storage Technology Co., Ltd. to Report Fiscal Year 2024 Results on Apr 30, 2025BIWIN Storage Technology Co., Ltd. announced that they will report fiscal year 2024 results on Apr 30, 2025Board Change • Nov 29Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Director Xin Chen was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.New Risk • Oct 31New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 8.5% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (8.5% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risk Large one-off items impacting financial results.New Risk • Sep 30New 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 9.3% 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.お知らせ • Sep 30BIWIN Storage Technology Co., Ltd. to Report Q3, 2024 Results on Oct 31, 2024BIWIN Storage Technology Co., Ltd. announced that they will report Q3, 2024 results on Oct 31, 2024Reported Earnings • Aug 23Second quarter 2024 earnings released: EPS: CN¥0.26 (vs CN¥0.36 loss in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.26 (up from CN¥0.36 loss in 2Q 2023). Revenue: CN¥1.71b (up 137% from 2Q 2023). Net income: CN¥115.8m (up CN¥286.3m from 2Q 2023). Profit margin: 6.8% (up from net loss in 2Q 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Semiconductor industry in China.お知らせ • Jun 29BIWIN Storage Technology Co., Ltd. to Report First Half, 2024 Results on Aug 23, 2024BIWIN Storage Technology Co., Ltd. announced that they will report first half, 2024 results on Aug 23, 2024お知らせ • Jun 06Biwin Storage Technology Unveils New Consumer Brand at Computex 2024Biwin Storage Technology announced the global launch of its own consumer brand of personal storage and DRAM solutions at Computex 2024. At Computex 2024, Biwin will showcase a range of innovative consumer products: State-of-the-Art Technologies: Featuring the latest LPCAMM2, DDR5, and PCIe NVME generations. Internal SSDs and DRAM: Perfect for upgrading PCs and devices for gaming, work, or fun. Portable storage: anywhere, anytime SSDs and USB with fashionable design. Memory Cards: Designed for photographers, content creators, and handheld devices. Accessories & software: Card readers, storage management software and more. In addition to the Biwin brand for mainstream use, the company will introduce two new product lines named after precious gemstones: Biwin Black Opal: Especially designed for serious gamers, enthusiasts, modders and overclockers seeking top-tier performance. Biwin Amber: Ideal for professionals on the go who require superior mobile storage and memory solutions.New Risk • May 12New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -CN¥2.4b This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-CN¥2.4b free cash flow). Share price has been highly volatile over the past 3 months (14% average weekly change). Earnings have declined by 61% per year over the past 5 years.Reported Earnings • May 01Full year 2023 earnings released: CN¥1.45 loss per share (vs CN¥0.18 profit in FY 2022)Full year 2023 results: CN¥1.45 loss per share (down from CN¥0.18 profit in FY 2022). Revenue: CN¥3.59b (up 20% from FY 2022). Net loss: CN¥624.4m (down CN¥695.6m from profit in FY 2022). Revenue is forecast to grow 42% p.a. on average during the next 2 years, compared to a 23% growth forecast for the Semiconductor industry in China.お知らせ • May 01BIWIN Storage Technology Co., Ltd., Annual General Meeting, May 20, 2024BIWIN Storage Technology Co., Ltd., Annual General Meeting, May 20, 2024, at 14:00 China Standard Time. Location: 3F, Building T3, No. 3370, Liuxian Avenue, Nanshan District, Shenzhen, Guangdong Chinaお知らせ • Mar 29BIWIN Storage Technology Co., Ltd. to Report Q1, 2024 Results on Apr 30, 2024BIWIN Storage Technology Co., Ltd. announced that they will report Q1, 2024 results on Apr 30, 2024Reported Earnings • Feb 24Full year 2023 earnings released: CN¥1.37 loss per share (vs CN¥0.18 profit in FY 2022)Full year 2023 results: CN¥1.37 loss per share (down from CN¥0.18 profit in FY 2022). Revenue: CN¥3.62b (up 21% from FY 2022). Net loss: CN¥588.0m (down CN¥659.3m from profit in FY 2022).New Risk • Dec 04New 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 8.5% 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 (8.5% average weekly change). Earnings have declined by 27% per year over the past 5 years.New Risk • Aug 31New major risk - Revenue and earnings growthEarnings have declined by 3.0% 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 Risks Share price has been highly volatile over the past 3 months (10% average weekly change). Earnings have declined by 3.0% per year over the past 5 years.株主還元688525CN SemiconductorCN 市場7D1.9%4.9%-0.04%1Y437.3%110.7%34.9%株主還元を見る業界別リターン: 688525過去 1 年間で110.7 % 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: 688525過去 1 年間で34.9 % の収益を上げたCN市場を上回りました。価格変動Is 688525's price volatile compared to industry and market?688525 volatility688525 Average Weekly Movement13.6%Semiconductor Industry Average Movement8.2%Market Average Movement6.4%10% most volatile stocks in CN Market10.1%10% least volatile stocks in CN Market4.2%安定した株価: 688525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: 688525の weekly volatility ( 14% ) は過去 1 年間安定していますが、依然としてCNの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19952,852Han Hebiwin.com.cnBIWIN Storage Technology Co., Ltd.は半導体メモリの研究、開発、設計、パッケージング、テスト、生産、販売を行っている。同社は組み込みストレージ、メモリ、小容量ストレージチップを提供している。また、ソリッドステートディスク（SSD）や産業用制御製品向けメモリ製品も提供している。同社は、車載マルチメディア端末、サーバーストレージ、医療機器、ゲーム、監視、スマートフォン、モニター、ノートパソコン、スマートウェア、ネットワーク、ノートパソコン、組み込み製品、特殊産業アプリケーションにサービスを提供している。BIWIN Storage Technology Co., Ltd.は1995年に設立され、中国深センに本社を置いている。もっと見るBIWIN Storage Technology Co., Ltd. 基礎のまとめBIWIN Storage Technology の収益と売上を時価総額と比較するとどうか。688525 基礎統計学時価総額CN¥147.02b収益（TTM）CN¥3.95b売上高(TTM)CN¥16.57b37.2xPER（株価収益率8.9xP/Sレシオ688525 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688525 損益計算書（TTM）収益CN¥16.57b売上原価CN¥10.54b売上総利益CN¥6.03bその他の費用CN¥2.08b収益CN¥3.95b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）8.39グロス・マージン36.38%純利益率23.83%有利子負債／自己資本比率141.0%688525 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0.07%現在の配当利回り3%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2026/05/22 07:30終値2026/05/22 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BIWIN Storage Technology Co., Ltd. 2 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。3 アナリスト機関null nullCitic Securities Co., Ltd.Tao XuCitic Securities Co., Ltd.Kang YaoIndustrial Securities Co. Ltd.
Valuation Update With 7 Day Price Move • May 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥311, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 54x in the Semiconductor industry in China. Total returns to shareholders of 320% over the past three years.
Reported Earnings • Apr 17First quarter 2026 earnings released: EPS: CN¥6.21 (vs CN¥0.46 loss in 1Q 2025)First quarter 2026 results: EPS: CN¥6.21 (up from CN¥0.46 loss in 1Q 2025). Revenue: CN¥6.81b (up 342% from 1Q 2025). Net income: CN¥2.90b (up CN¥3.10b from 1Q 2025). Profit margin: 43% (up from net loss in 1Q 2025). The move to profitability was driven by higher revenue. Revenue is forecast to grow 11% 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 increased by 124% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 17BIWIN Storage Technology Co., Ltd., Annual General Meeting, May 07, 2026BIWIN Storage Technology Co., Ltd., Annual General Meeting, May 07, 2026, at 14:00 China Standard Time. Location: 3F, Building 2, No. 3370, Liuxian Avenue, Nanshan District, Shenzhen, Guangdong China
お知らせ • Mar 30BIWIN Storage Technology Co., Ltd. to Report Q1, 2026 Results on Apr 16, 2026BIWIN Storage Technology Co., Ltd. announced that they will report Q1, 2026 results on Apr 16, 2026
Reported Earnings • Mar 05Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: CN¥1.90 (up from CN¥0.37 in FY 2024). Revenue: CN¥11.3b (up 69% from FY 2024). Net income: CN¥866.7m (up 438% from FY 2024). Profit margin: 7.7% (up from 2.4% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 12%. Earnings per share (EPS) also surpassed analyst estimates significantly. 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 increased by 58% per year but the company’s share price has increased by 77% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Dec 26BIWIN Storage Technology Co., Ltd. to Report Fiscal Year 2025 Results on Mar 20, 2026BIWIN Storage Technology Co., Ltd. announced that they will report fiscal year 2025 results on Mar 20, 2026
Valuation Update With 7 Day Price Move • May 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥311, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 54x in the Semiconductor industry in China. Total returns to shareholders of 320% over the past three years.
Reported Earnings • Apr 17First quarter 2026 earnings released: EPS: CN¥6.21 (vs CN¥0.46 loss in 1Q 2025)First quarter 2026 results: EPS: CN¥6.21 (up from CN¥0.46 loss in 1Q 2025). Revenue: CN¥6.81b (up 342% from 1Q 2025). Net income: CN¥2.90b (up CN¥3.10b from 1Q 2025). Profit margin: 43% (up from net loss in 1Q 2025). The move to profitability was driven by higher revenue. Revenue is forecast to grow 11% 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 increased by 124% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 17BIWIN Storage Technology Co., Ltd., Annual General Meeting, May 07, 2026BIWIN Storage Technology Co., Ltd., Annual General Meeting, May 07, 2026, at 14:00 China Standard Time. Location: 3F, Building 2, No. 3370, Liuxian Avenue, Nanshan District, Shenzhen, Guangdong China
お知らせ • Mar 30BIWIN Storage Technology Co., Ltd. to Report Q1, 2026 Results on Apr 16, 2026BIWIN Storage Technology Co., Ltd. announced that they will report Q1, 2026 results on Apr 16, 2026
Reported Earnings • Mar 05Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: CN¥1.90 (up from CN¥0.37 in FY 2024). Revenue: CN¥11.3b (up 69% from FY 2024). Net income: CN¥866.7m (up 438% from FY 2024). Profit margin: 7.7% (up from 2.4% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 12%. Earnings per share (EPS) also surpassed analyst estimates significantly. 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 increased by 58% per year but the company’s share price has increased by 77% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Dec 26BIWIN Storage Technology Co., Ltd. to Report Fiscal Year 2025 Results on Mar 20, 2026BIWIN Storage Technology Co., Ltd. announced that they will report fiscal year 2025 results on Mar 20, 2026
Reported Earnings • Oct 31Third quarter 2025 earnings released: EPS: CN¥0.61 (vs CN¥0.12 loss in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.61 (up from CN¥0.12 loss in 3Q 2024). Revenue: CN¥2.66b (up 68% from 3Q 2024). Net income: CN¥256.2m (up CN¥311.5m from 3Q 2024). Profit margin: 9.6% (up from net loss in 3Q 2024). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 26% growth forecast for the Semiconductor industry in China.
お知らせ • Sep 30BIWIN Storage Technology Co., Ltd. to Report Q3, 2025 Results on Oct 31, 2025BIWIN Storage Technology Co., Ltd. announced that they will report Q3, 2025 results on Oct 31, 2025
New Risk • Sep 12New 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 7.0% 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 Less than 1 year of cash runway based on current free cash flow (-CN¥2.5b). Share price has been volatile over the past 3 months (7.0% average weekly change).
Reported Earnings • Aug 14Second quarter 2025 earnings released: CN¥0.062 loss per share (vs CN¥0.26 profit in 2Q 2024)Second quarter 2025 results: CN¥0.062 loss per share (down from CN¥0.26 profit in 2Q 2024). Revenue: CN¥2.37b (up 38% from 2Q 2024). Net loss: CN¥28.3m (down 124% from profit in 2Q 2024). Revenue is forecast to grow 18% 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 30BIWIN Storage Technology Co., Ltd. to Report First Half, 2025 Results on Aug 11, 2025BIWIN Storage Technology Co., Ltd. announced that they will report first half, 2025 results on Aug 11, 2025
Reported Earnings • May 02First quarter 2025 earnings released: CN¥0.46 loss per share (vs CN¥0.39 profit in 1Q 2024)First quarter 2025 results: CN¥0.46 loss per share (down from CN¥0.39 profit in 1Q 2024). Revenue: CN¥1.54b (down 11% from 1Q 2024). Net loss: CN¥197.5m (down 218% from profit in 1Q 2024). Revenue is forecast to grow 29% 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 • Apr 30BIWIN Storage Technology Co., Ltd., Annual General Meeting, May 22, 2025BIWIN Storage Technology Co., Ltd., Annual General Meeting, May 22, 2025, at 14:00 China Standard Time.
お知らせ • Mar 28BIWIN Storage Technology Co., Ltd. to Report Q1, 2025 Results on Apr 30, 2025BIWIN Storage Technology Co., Ltd. announced that they will report Q1, 2025 results on Apr 30, 2025
New Risk • Mar 16New 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 8.2% 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. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.2x net interest cover). Minor Risk Share price has been volatile over the past 3 months (8.2% average weekly change).
Reported Earnings • Mar 03Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: CN¥0.39 (up from CN¥1.45 loss in FY 2023). Revenue: CN¥6.70b (up 87% from FY 2023). Net income: CN¥175.7m (up CN¥800.0m from FY 2023). Profit margin: 2.6% (up from net loss in FY 2023). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) missed analyst estimates by 37%. Revenue is forecast to grow 20% 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 • Dec 27BIWIN Storage Technology Co., Ltd. to Report Fiscal Year 2024 Results on Apr 30, 2025BIWIN Storage Technology Co., Ltd. announced that they will report fiscal year 2024 results on Apr 30, 2025
Board Change • Nov 29Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Director Xin Chen was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
New Risk • Oct 31New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 8.5% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (8.5% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risk Large one-off items impacting financial results.
New Risk • Sep 30New 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 9.3% 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.
お知らせ • Sep 30BIWIN Storage Technology Co., Ltd. to Report Q3, 2024 Results on Oct 31, 2024BIWIN Storage Technology Co., Ltd. announced that they will report Q3, 2024 results on Oct 31, 2024
Reported Earnings • Aug 23Second quarter 2024 earnings released: EPS: CN¥0.26 (vs CN¥0.36 loss in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.26 (up from CN¥0.36 loss in 2Q 2023). Revenue: CN¥1.71b (up 137% from 2Q 2023). Net income: CN¥115.8m (up CN¥286.3m from 2Q 2023). Profit margin: 6.8% (up from net loss in 2Q 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Semiconductor industry in China.
お知らせ • Jun 29BIWIN Storage Technology Co., Ltd. to Report First Half, 2024 Results on Aug 23, 2024BIWIN Storage Technology Co., Ltd. announced that they will report first half, 2024 results on Aug 23, 2024
お知らせ • Jun 06Biwin Storage Technology Unveils New Consumer Brand at Computex 2024Biwin Storage Technology announced the global launch of its own consumer brand of personal storage and DRAM solutions at Computex 2024. At Computex 2024, Biwin will showcase a range of innovative consumer products: State-of-the-Art Technologies: Featuring the latest LPCAMM2, DDR5, and PCIe NVME generations. Internal SSDs and DRAM: Perfect for upgrading PCs and devices for gaming, work, or fun. Portable storage: anywhere, anytime SSDs and USB with fashionable design. Memory Cards: Designed for photographers, content creators, and handheld devices. Accessories & software: Card readers, storage management software and more. In addition to the Biwin brand for mainstream use, the company will introduce two new product lines named after precious gemstones: Biwin Black Opal: Especially designed for serious gamers, enthusiasts, modders and overclockers seeking top-tier performance. Biwin Amber: Ideal for professionals on the go who require superior mobile storage and memory solutions.
New Risk • May 12New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -CN¥2.4b This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-CN¥2.4b free cash flow). Share price has been highly volatile over the past 3 months (14% average weekly change). Earnings have declined by 61% per year over the past 5 years.
Reported Earnings • May 01Full year 2023 earnings released: CN¥1.45 loss per share (vs CN¥0.18 profit in FY 2022)Full year 2023 results: CN¥1.45 loss per share (down from CN¥0.18 profit in FY 2022). Revenue: CN¥3.59b (up 20% from FY 2022). Net loss: CN¥624.4m (down CN¥695.6m from profit in FY 2022). Revenue is forecast to grow 42% p.a. on average during the next 2 years, compared to a 23% growth forecast for the Semiconductor industry in China.
お知らせ • May 01BIWIN Storage Technology Co., Ltd., Annual General Meeting, May 20, 2024BIWIN Storage Technology Co., Ltd., Annual General Meeting, May 20, 2024, at 14:00 China Standard Time. Location: 3F, Building T3, No. 3370, Liuxian Avenue, Nanshan District, Shenzhen, Guangdong China
お知らせ • Mar 29BIWIN Storage Technology Co., Ltd. to Report Q1, 2024 Results on Apr 30, 2024BIWIN Storage Technology Co., Ltd. announced that they will report Q1, 2024 results on Apr 30, 2024
Reported Earnings • Feb 24Full year 2023 earnings released: CN¥1.37 loss per share (vs CN¥0.18 profit in FY 2022)Full year 2023 results: CN¥1.37 loss per share (down from CN¥0.18 profit in FY 2022). Revenue: CN¥3.62b (up 21% from FY 2022). Net loss: CN¥588.0m (down CN¥659.3m from profit in FY 2022).
New Risk • Dec 04New 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 8.5% 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 (8.5% average weekly change). Earnings have declined by 27% per year over the past 5 years.
New Risk • Aug 31New major risk - Revenue and earnings growthEarnings have declined by 3.0% 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 Risks Share price has been highly volatile over the past 3 months (10% average weekly change). Earnings have declined by 3.0% per year over the past 5 years.
