View ValuationHunan Goke MicroelectronicsLtd 将来の成長Future 基準チェック /56Hunan Goke MicroelectronicsLtd利益と収益がそれぞれ年間68.2%と34.1%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に12.4% 68.2%なると予測されています。主要情報68.2%収益成長率68.24%EPS成長率Semiconductor 収益成長41.1%収益成長率34.1%将来の株主資本利益率12.45%アナリストカバレッジLow最終更新日18 Jul 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesBoard Change • Jul 21Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 3 highly experienced directors. Non-Independent Director Qingyi Meng was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jun 30Hunan Goke Microelectronics Co.,Ltd. to Report First Half, 2026 Results on Aug 29, 2026Hunan Goke Microelectronics Co.,Ltd. announced that they will report first half, 2026 results on Aug 29, 2026お知らせ • Apr 29Hunan Goke Microelectronics Co.,Ltd., Annual General Meeting, May 20, 2026Hunan Goke Microelectronics Co.,Ltd., Annual General Meeting, May 20, 2026, at 14:30 China Standard Time. Location: 5F, Building 9, No. 128, South Section of Dongsi Road, Changsha Economic and Technological Development Zone, Hunan Chinaお知らせ • Mar 31Hunan Goke Microelectronics Co.,Ltd. to Report Q1, 2026 Results on Apr 29, 2026Hunan Goke Microelectronics Co.,Ltd. announced that they will report Q1, 2026 results on Apr 29, 2026お知らせ • Dec 31Hunan Goke Microelectronics Co.,Ltd. to Report Fiscal Year 2025 Results on Apr 29, 2026Hunan Goke Microelectronics Co.,Ltd. announced that they will report fiscal year 2025 results on Apr 29, 2026お知らせ • Sep 30Hunan Goke Microelectronics Co.,Ltd. to Report Q3, 2025 Results on Oct 28, 2025Hunan Goke Microelectronics Co.,Ltd. announced that they will report Q3, 2025 results on Oct 28, 2025お知らせ • Jul 02Hunan Goke Microelectronics Co.,Ltd. to Report First Half, 2025 Results on Aug 29, 2025Hunan Goke Microelectronics Co.,Ltd. announced that they will report first half, 2025 results on Aug 29, 2025お知らせ • Jun 07Hunan Goke Microelectronics Co.,Ltd. announced a financing transactionHunan Goke Microelectronics Co.,Ltd. announced a private placement to issue A shares on June 6, 2025. The transaction includes participation from not more than 35 specific investors. The share volume will not be more than 30% of the company’s total share capital before the share issuance for raising supporting funds. The issue price will not be lower than 80% of the average trading price of the company’s shares in the 20 trading days before the pricing benchmark date. The shares will be subject to 6 months lockup period. The transaction has been approved in the 7th meeting of the 4th board of directors and 6th meeting of the 4th board of supervisors. The transaction is subject to approval from shareholders, Shenzhen Stock Exchange and China Securities Regulatory Commission.お知らせ • Jun 06Hunan Goke Microelectronics Co.,Ltd. (SZSE:300672) signed the agreement to acquire 94.37% stake in Ningbo Semiconductor International Corporation from SMIC Holdings Corporation and other shareholders.Hunan Goke Microelectronics Co.,Ltd. (SZSE:300672) signed the agreement to acquire 94.37% stake in Ningbo Semiconductor International Corporation from SMIC Holdings Corporation and other shareholders on June 5, 2025. SMIC Holdings Corporation and other shareholders of Ningbo Semiconductor signed the “agreement on share issuance and cash payments to purchase assets. For the period ending March 31, 2025, Ningbo Semiconductor International Corporation reported total revenue of CNY 4.52 billion and total common equity of CNY 1.57 billion. This transaction had been reviewed and approved in the Company’s board of directors and does not need to be submitted to the Company’s regular shareholders’ meeting for approval.お知らせ • May 22Hunan Goke Microelectronics Co.,Ltd Approves the Cash Dividend for 2024Hunan Goke Microelectronics Co.,Ltd. at its Annual General Meeting of 2024 held on 16 May 2025, approved the cash dividend/10 shares (tax included) of CNY 3.00000000.お知らせ • Apr 25Hunan Goke Microelectronics Co.,Ltd., Annual General Meeting, May 16, 2025Hunan Goke Microelectronics Co.,Ltd., Annual General Meeting, May 16, 2025, at 14:30 China Standard Time. Location: The Company's Meeting Room, Changsha, Hunan Chinaお知らせ • Mar 31Hunan Goke Microelectronics Co.,Ltd. to Report Q1, 2025 Results on Apr 25, 2025Hunan Goke Microelectronics Co.,Ltd. announced that they will report Q1, 2025 results on Apr 25, 2025お知らせ • Dec 31Hunan Goke Microelectronics Co.,Ltd. to Report Fiscal Year 2024 Results on Apr 25, 2025Hunan Goke Microelectronics Co.,Ltd. announced that they will report fiscal year 2024 results on Apr 25, 2025Reported Earnings • Oct 29Third quarter 2024 earnings released: EPS: CN¥0.20 (vs CN¥0.057 loss in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.20 (up from CN¥0.057 loss in 3Q 2023). Revenue: CN¥351.3m (down 46% from 3Q 2023). Net income: CN¥43.2m (up CN¥55.5m from 3Q 2023). Profit margin: 12% (up from net loss in 3Q 2023). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Semiconductor industry in China. Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has only fallen by 24% per year, which means it has not declined as severely as earnings.Buy Or Sell Opportunity • Oct 09Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 45% to CN¥78.01. The fair value is estimated to be CN¥62.65, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has declined by 35%. Revenue is forecast to decline by 11% in 2 years. Earnings are forecast to grow by 294% in the next 2 years.New Risk • Sep 30New 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 8.3% 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 Share price has been volatile over the past 3 months (8.3% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.3% net profit margin).お知らせ • Sep 30Hunan Goke Microelectronics Co.,Ltd. to Report Q3, 2024 Results on Oct 29, 2024Hunan Goke Microelectronics Co.,Ltd. announced that they will report Q3, 2024 results on Oct 29, 2024Reported Earnings • Aug 31Second quarter 2024 earnings released: CN¥0.066 loss per share (vs CN¥0.21 profit in 2Q 2023)Second quarter 2024 results: CN¥0.066 loss per share (down from CN¥0.21 profit in 2Q 2023). Revenue: CN¥508.2m (down 38% from 2Q 2023). Net loss: CN¥14.4m (down 132% from profit in 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 28% per year, which means it has not declined as severely as earnings.Buy Or Sell Opportunity • Aug 05Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at CN¥51.08. The fair value is estimated to be CN¥64.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 31% over the last 3 years. Earnings per share has declined by 17%.お知らせ • Jun 29Hunan Goke Microelectronics Co.,Ltd. to Report First Half, 2024 Results on Aug 30, 2024Hunan Goke Microelectronics Co.,Ltd. announced that they will report first half, 2024 results on Aug 30, 2024お知らせ • Jun 06Hunan Goke Microelectronics Co.,Ltd. Announces Dividend Implementation for 2023, Payable on 12 June 2024Hunan Goke Microelectronics Co.,Ltd. announced 2023 final profit distribution plan to be implemented (A shares): Cash dividend/10 shares (tax included): CNY 3.00000000. Record date: 11 June 2024; Ex-date: 12 June 2024; Payment date: 12 June 2024.New Risk • May 30New 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 8.5% 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: Minor Risks Share price has been volatile over the past 3 months (8.5% average weekly change). Large one-off items impacting financial results.お知らせ • Apr 27Hunan Goke Microelectronics Co.,Ltd. Proposes Final Dividend for the Year 2023Hunan Goke Microelectronics Co.,Ltd. announced on 25 April 2024 the profit distribution proposal for 2023 as follows: Cash dividend/10 shares (tax included): CNY 3.00.New Risk • Apr 27New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.3% Last year net profit margin: 4.2% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.Reported Earnings • Apr 26First quarter 2024 earnings released: EPS: CN¥0.19 (vs CN¥0.21 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.19 (down from CN¥0.21 in 1Q 2023). Revenue: CN¥342.6m (down 80% from 1Q 2023). Net income: CN¥41.2m (down 8.6% from 1Q 2023). Profit margin: 12% (up from 2.6% in 1Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.お知らせ • Apr 26Hunan Goke Microelectronics Co.,Ltd., Annual General Meeting, May 15, 2024Hunan Goke Microelectronics Co.,Ltd., Annual General Meeting, May 15, 2024, at 14:30 China Standard Time. Location: The Company's Meeting Room, Changsha, Hunan Chinaお知らせ • Mar 30Hunan Goke Microelectronics Co.,Ltd. to Report Q1, 2024 Results on Apr 25, 2024Hunan Goke Microelectronics Co.,Ltd. announced that they will report Q1, 2024 results on Apr 25, 2024お知らせ • Feb 06Hunan Goke Microelectronics Co.,Ltd. (SZSE:300672) announces an Equity Buyback for CNY 100 million worth of its shares.Hunan Goke Microelectronics Co.,Ltd. (SZSE:300672) announces a share repurchase program. Under the program, the company will repurchase up to CNY 100 million worth of its A shares. The shares will be repurchased at a price not more than CNY 93 per share. The repurchased shares will be used for ESOP or equity incentives. The authorization will be valid for a period of 12 months.Valuation Update With 7 Day Price Move • Feb 05Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to CN¥43.58, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 24x in the Semiconductor industry in China. Total returns to shareholders of 3.1% over the past three years.お知らせ • Dec 29Hunan Goke Microelectronics Co.,Ltd. to Report Fiscal Year 2023 Results on Apr 25, 2024Hunan Goke Microelectronics Co.,Ltd. announced that they will report fiscal year 2023 results on Apr 25, 2024Reported Earnings • Oct 24Third quarter 2023 earnings released: CN¥0.057 loss per share (vs CN¥0.53 profit in 3Q 2022)Third quarter 2023 results: CN¥0.057 loss per share (down from CN¥0.53 profit in 3Q 2022). Revenue: CN¥649.4m (down 48% from 3Q 2022). Net loss: CN¥12.3m (down 113% from profit in 3Q 2022). Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Semiconductor industry in China. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 30Hunan Goke Microelectronics Co.,Ltd. to Report Q3, 2023 Results on Oct 24, 2023Hunan Goke Microelectronics Co.,Ltd. announced that they will report Q3, 2023 results on Oct 24, 2023Reported Earnings • Aug 30Second quarter 2023 earnings released: EPS: CN¥0.21 (vs CN¥0.24 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.21. Revenue: CN¥817.7m (down 29% from 2Q 2022). Net income: CN¥45.5m (up 2.3% from 2Q 2022). Profit margin: 5.6% (up from 3.8% in 2Q 2022).お知らせ • Jun 29Hunan Goke Microelectronics Co.,Ltd. Announces Final Dividend on A Shares for the Year 2022, Payable on July 3, 2023Hunan Goke Microelectronics Co.,Ltd. announced final cash dividend/10 shares (tax included) of CNY 3.00000000 on A shares for the year 2022. Record date is June 30, 2023. Ex-date is July 3, 2023. Payment date is July 3, 2023.お知らせ • May 19Hunan Goke Microelectronics Co.,Ltd. Approves Cash Dividend for the Year 2022Hunan Goke Microelectronics Co.,Ltd. announced that at its Annual General Meeting held on 17 May 2023, approved cash dividend/10 shares (tax included) of CNY 3.00000000 for the year 2022.Reported Earnings • Apr 28First quarter 2023 earnings released: EPS: CN¥0.21 (vs CN¥0.13 loss in 1Q 2022)First quarter 2023 results: EPS: CN¥0.21 (up from CN¥0.13 loss in 1Q 2022). Revenue: CN¥1.72b (up 239% from 1Q 2022). Net income: CN¥45.1m (up CN¥67.9m from 1Q 2022). Profit margin: 2.6% (up from net loss in 1Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Dec 06Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥87.21, the stock trades at a trailing P/E ratio of 68.7x. Average trailing P/E is 52x in the Semiconductor industry in China. Total returns to shareholders of 113% over the past three years.Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Jiwu Jing was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 29Third quarter 2022 earnings released: EPS: CN¥0.53 (vs CN¥1.06 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.53 (down from CN¥1.06 in 3Q 2021). Revenue: CN¥1.25b (up 35% from 3Q 2021). Net income: CN¥96.5m (down 50% from 3Q 2021). Profit margin: 7.7% (down from 21% in 3Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Sep 05Investor sentiment improved over the past weekAfter last week's 24% share price gain to CN¥77.65, the stock trades at a trailing P/E ratio of 43.3x. Average trailing P/E is 52x in the Semiconductor industry in China. Total returns to shareholders of 87% over the past three years.Reported Earnings • Aug 31Second quarter 2022 earnings released: EPS: CN¥0.24 (vs CN¥0.063 loss in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.24 (up from CN¥0.063 loss in 2Q 2021). Revenue: CN¥1.16b (up 115% from 2Q 2021). Net income: CN¥44.4m (up CN¥55.8m from 2Q 2021). Profit margin: 3.8% (up from net loss in 2Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • May 20Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥75.65, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 35x in the Semiconductor industry in China. Total returns to shareholders of 153% over the past three years.Reported Earnings • Apr 29First quarter 2022 earnings released: CN¥0.13 loss per share (vs CN¥0.007 profit in 1Q 2021)First quarter 2022 results: CN¥0.13 loss per share (down from CN¥0.007 profit in 1Q 2021). Revenue: CN¥508.6m (up 24% from 1Q 2021). Net loss: CN¥22.9m (down CN¥24.0m from profit in 1Q 2021). Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Feb 09Investor sentiment deteriorated over the past weekAfter last week's 29% share price decline to CN¥103, the stock trades at a forward P/E ratio of 59x. Average forward P/E is 39x in the Semiconductor industry in China. Total returns to shareholders of 296% over the past three years.Reported Earnings • Oct 23Third quarter 2021 earnings released: EPS CN¥1.06 (vs CN¥0.12 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥924.3m (up 405% from 3Q 2020). Net income: CN¥191.7m (up CN¥170.0m from 3Q 2020). Profit margin: 21% (up from 12% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has increased by 74% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Aug 30Second quarter 2021 earnings released: CN¥0.063 loss per share (vs CN¥0.082 profit in 2Q 2020)The company reported a decent second quarter result with improved revenues, although earnings and control over costs were weaker. Second quarter 2021 results: Revenue: CN¥540.3m (up 276% from 2Q 2020). Net loss: CN¥11.4m (down 177% from profit in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 68% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Apr 30First quarter 2021 earnings released: EPS CN¥0.007 (vs CN¥0.19 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥411.6m (up CN¥362.1m from 1Q 2020). Net income: CN¥1.18m (up CN¥36.1m from 1Q 2020). Profit margin: 0.3% (up from net loss in 1Q 2020).Is New 90 Day High Low • Jan 27New 90-day low: CN¥41.31The company is down 18% from its price of CN¥50.46 on 30 October 2020. The Chinese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 23% over the same period.Is New 90 Day High Low • Dec 12New 90-day low: CN¥46.38The company is down 9.0% from its price of CN¥50.69 on 11 September 2020. The Chinese market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 11% over the same period.Reported Earnings • Oct 30Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥68.9m, down 34% from the prior year. Total revenue was CN¥622.9m over the last 12 months, up 19% from the prior year.Is New 90 Day High Low • Oct 29New 90-day low: CN¥50.00The company is down 11% from its price of CN¥56.11 on 31 July 2020. The Chinese market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is down 9.0% over the same period.業績と収益の成長予測XSEC:300672 - 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12/31/20285,948728N/A514112/31/20274,595552N/A192112/31/20263,366372N/A43913/31/20262,119-230-119337N/A12/31/20251,791-233-337127N/A9/30/20251,94835-246105N/A6/30/20251,86890-263393N/A3/31/20251,941107-54986N/A12/31/20241,97897-684-48N/A9/30/20242,24388-243763N/A6/30/20242,54132382990N/A3/31/20242,85192325875N/A12/31/20234,23196336890N/A9/30/20233,880112-18164N/A6/30/20234,478221-850-622N/A3/31/20234,819220733944N/A1/1/20233,605152298546N/A9/30/20223,361230-94154N/A6/30/20223,037325465786N/A3/31/20222,419269-816-354N/A1/1/20222,322293-266177N/A9/30/20212,231251436874N/A6/30/20211,4908125363N/A3/31/20211,093107-39207N/A12/31/202073171-81132N/A9/30/202062369-193-70N/A6/30/202061270-5131N/A3/31/202056037183298N/A12/31/201954368N/A228N/A9/30/2019521105N/A264N/A6/30/201942691N/A188N/A3/31/201940291N/A-30N/A12/31/201840056N/A-76N/A9/30/20184060N/A-69N/A6/30/201838821N/A-88N/A3/31/201841042N/A15N/A1/1/201841253N/A89N/A9/30/2017457121N/A-73N/A6/30/201742061N/A6N/A3/31/201748265N/AN/AN/A12/31/201648951N/A9N/A12/31/201536742N/A-74N/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: 300672は今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 2.4% ) よりも高い成長率であると考えられます。収益対市場: 300672今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。高成長収益: 300672今後 3 年以内に収益を上げることが予想されます。収益対市場: 300672の収益 ( 34.1% ) CN市場 ( 16.5% ) 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: 300672の収益 ( 34.1% ) 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: 300672の 自己資本利益率 は、3年後には低くなると予測されています ( 12.4 %)。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2026/08/10 15:41終値2026/08/07 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Hunan Goke Microelectronics 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Tao XuCitic Securities Co., Ltd.Qianwen Hu YeCitic Securities Co., Ltd.Aaron JengNomura Securities Co. Ltd.
Board Change • Jul 21Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 3 highly experienced directors. Non-Independent Director Qingyi Meng was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jun 30Hunan Goke Microelectronics Co.,Ltd. to Report First Half, 2026 Results on Aug 29, 2026Hunan Goke Microelectronics Co.,Ltd. announced that they will report first half, 2026 results on Aug 29, 2026
お知らせ • Apr 29Hunan Goke Microelectronics Co.,Ltd., Annual General Meeting, May 20, 2026Hunan Goke Microelectronics Co.,Ltd., Annual General Meeting, May 20, 2026, at 14:30 China Standard Time. Location: 5F, Building 9, No. 128, South Section of Dongsi Road, Changsha Economic and Technological Development Zone, Hunan China
お知らせ • Mar 31Hunan Goke Microelectronics Co.,Ltd. to Report Q1, 2026 Results on Apr 29, 2026Hunan Goke Microelectronics Co.,Ltd. announced that they will report Q1, 2026 results on Apr 29, 2026
お知らせ • Dec 31Hunan Goke Microelectronics Co.,Ltd. to Report Fiscal Year 2025 Results on Apr 29, 2026Hunan Goke Microelectronics Co.,Ltd. announced that they will report fiscal year 2025 results on Apr 29, 2026
お知らせ • Sep 30Hunan Goke Microelectronics Co.,Ltd. to Report Q3, 2025 Results on Oct 28, 2025Hunan Goke Microelectronics Co.,Ltd. announced that they will report Q3, 2025 results on Oct 28, 2025
お知らせ • Jul 02Hunan Goke Microelectronics Co.,Ltd. to Report First Half, 2025 Results on Aug 29, 2025Hunan Goke Microelectronics Co.,Ltd. announced that they will report first half, 2025 results on Aug 29, 2025
お知らせ • Jun 07Hunan Goke Microelectronics Co.,Ltd. announced a financing transactionHunan Goke Microelectronics Co.,Ltd. announced a private placement to issue A shares on June 6, 2025. The transaction includes participation from not more than 35 specific investors. The share volume will not be more than 30% of the company’s total share capital before the share issuance for raising supporting funds. The issue price will not be lower than 80% of the average trading price of the company’s shares in the 20 trading days before the pricing benchmark date. The shares will be subject to 6 months lockup period. The transaction has been approved in the 7th meeting of the 4th board of directors and 6th meeting of the 4th board of supervisors. The transaction is subject to approval from shareholders, Shenzhen Stock Exchange and China Securities Regulatory Commission.
お知らせ • Jun 06Hunan Goke Microelectronics Co.,Ltd. (SZSE:300672) signed the agreement to acquire 94.37% stake in Ningbo Semiconductor International Corporation from SMIC Holdings Corporation and other shareholders.Hunan Goke Microelectronics Co.,Ltd. (SZSE:300672) signed the agreement to acquire 94.37% stake in Ningbo Semiconductor International Corporation from SMIC Holdings Corporation and other shareholders on June 5, 2025. SMIC Holdings Corporation and other shareholders of Ningbo Semiconductor signed the “agreement on share issuance and cash payments to purchase assets. For the period ending March 31, 2025, Ningbo Semiconductor International Corporation reported total revenue of CNY 4.52 billion and total common equity of CNY 1.57 billion. This transaction had been reviewed and approved in the Company’s board of directors and does not need to be submitted to the Company’s regular shareholders’ meeting for approval.
お知らせ • May 22Hunan Goke Microelectronics Co.,Ltd Approves the Cash Dividend for 2024Hunan Goke Microelectronics Co.,Ltd. at its Annual General Meeting of 2024 held on 16 May 2025, approved the cash dividend/10 shares (tax included) of CNY 3.00000000.
お知らせ • Apr 25Hunan Goke Microelectronics Co.,Ltd., Annual General Meeting, May 16, 2025Hunan Goke Microelectronics Co.,Ltd., Annual General Meeting, May 16, 2025, at 14:30 China Standard Time. Location: The Company's Meeting Room, Changsha, Hunan China
お知らせ • Mar 31Hunan Goke Microelectronics Co.,Ltd. to Report Q1, 2025 Results on Apr 25, 2025Hunan Goke Microelectronics Co.,Ltd. announced that they will report Q1, 2025 results on Apr 25, 2025
お知らせ • Dec 31Hunan Goke Microelectronics Co.,Ltd. to Report Fiscal Year 2024 Results on Apr 25, 2025Hunan Goke Microelectronics Co.,Ltd. announced that they will report fiscal year 2024 results on Apr 25, 2025
Reported Earnings • Oct 29Third quarter 2024 earnings released: EPS: CN¥0.20 (vs CN¥0.057 loss in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.20 (up from CN¥0.057 loss in 3Q 2023). Revenue: CN¥351.3m (down 46% from 3Q 2023). Net income: CN¥43.2m (up CN¥55.5m from 3Q 2023). Profit margin: 12% (up from net loss in 3Q 2023). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Semiconductor industry in China. Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has only fallen by 24% per year, which means it has not declined as severely as earnings.
Buy Or Sell Opportunity • Oct 09Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 45% to CN¥78.01. The fair value is estimated to be CN¥62.65, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has declined by 35%. Revenue is forecast to decline by 11% in 2 years. Earnings are forecast to grow by 294% in the next 2 years.
New Risk • Sep 30New 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 8.3% 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 Share price has been volatile over the past 3 months (8.3% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.3% net profit margin).
お知らせ • Sep 30Hunan Goke Microelectronics Co.,Ltd. to Report Q3, 2024 Results on Oct 29, 2024Hunan Goke Microelectronics Co.,Ltd. announced that they will report Q3, 2024 results on Oct 29, 2024
Reported Earnings • Aug 31Second quarter 2024 earnings released: CN¥0.066 loss per share (vs CN¥0.21 profit in 2Q 2023)Second quarter 2024 results: CN¥0.066 loss per share (down from CN¥0.21 profit in 2Q 2023). Revenue: CN¥508.2m (down 38% from 2Q 2023). Net loss: CN¥14.4m (down 132% from profit in 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 28% per year, which means it has not declined as severely as earnings.
Buy Or Sell Opportunity • Aug 05Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at CN¥51.08. The fair value is estimated to be CN¥64.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 31% over the last 3 years. Earnings per share has declined by 17%.
お知らせ • Jun 29Hunan Goke Microelectronics Co.,Ltd. to Report First Half, 2024 Results on Aug 30, 2024Hunan Goke Microelectronics Co.,Ltd. announced that they will report first half, 2024 results on Aug 30, 2024
お知らせ • Jun 06Hunan Goke Microelectronics Co.,Ltd. Announces Dividend Implementation for 2023, Payable on 12 June 2024Hunan Goke Microelectronics Co.,Ltd. announced 2023 final profit distribution plan to be implemented (A shares): Cash dividend/10 shares (tax included): CNY 3.00000000. Record date: 11 June 2024; Ex-date: 12 June 2024; Payment date: 12 June 2024.
New Risk • May 30New 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 8.5% 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: Minor Risks Share price has been volatile over the past 3 months (8.5% average weekly change). Large one-off items impacting financial results.
お知らせ • Apr 27Hunan Goke Microelectronics Co.,Ltd. Proposes Final Dividend for the Year 2023Hunan Goke Microelectronics Co.,Ltd. announced on 25 April 2024 the profit distribution proposal for 2023 as follows: Cash dividend/10 shares (tax included): CNY 3.00.
New Risk • Apr 27New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.3% Last year net profit margin: 4.2% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.
Reported Earnings • Apr 26First quarter 2024 earnings released: EPS: CN¥0.19 (vs CN¥0.21 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.19 (down from CN¥0.21 in 1Q 2023). Revenue: CN¥342.6m (down 80% from 1Q 2023). Net income: CN¥41.2m (down 8.6% from 1Q 2023). Profit margin: 12% (up from 2.6% in 1Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 26Hunan Goke Microelectronics Co.,Ltd., Annual General Meeting, May 15, 2024Hunan Goke Microelectronics Co.,Ltd., Annual General Meeting, May 15, 2024, at 14:30 China Standard Time. Location: The Company's Meeting Room, Changsha, Hunan China
お知らせ • Mar 30Hunan Goke Microelectronics Co.,Ltd. to Report Q1, 2024 Results on Apr 25, 2024Hunan Goke Microelectronics Co.,Ltd. announced that they will report Q1, 2024 results on Apr 25, 2024
お知らせ • Feb 06Hunan Goke Microelectronics Co.,Ltd. (SZSE:300672) announces an Equity Buyback for CNY 100 million worth of its shares.Hunan Goke Microelectronics Co.,Ltd. (SZSE:300672) announces a share repurchase program. Under the program, the company will repurchase up to CNY 100 million worth of its A shares. The shares will be repurchased at a price not more than CNY 93 per share. The repurchased shares will be used for ESOP or equity incentives. The authorization will be valid for a period of 12 months.
Valuation Update With 7 Day Price Move • Feb 05Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to CN¥43.58, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 24x in the Semiconductor industry in China. Total returns to shareholders of 3.1% over the past three years.
お知らせ • Dec 29Hunan Goke Microelectronics Co.,Ltd. to Report Fiscal Year 2023 Results on Apr 25, 2024Hunan Goke Microelectronics Co.,Ltd. announced that they will report fiscal year 2023 results on Apr 25, 2024
Reported Earnings • Oct 24Third quarter 2023 earnings released: CN¥0.057 loss per share (vs CN¥0.53 profit in 3Q 2022)Third quarter 2023 results: CN¥0.057 loss per share (down from CN¥0.53 profit in 3Q 2022). Revenue: CN¥649.4m (down 48% from 3Q 2022). Net loss: CN¥12.3m (down 113% from profit in 3Q 2022). Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Semiconductor industry in China. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 30Hunan Goke Microelectronics Co.,Ltd. to Report Q3, 2023 Results on Oct 24, 2023Hunan Goke Microelectronics Co.,Ltd. announced that they will report Q3, 2023 results on Oct 24, 2023
Reported Earnings • Aug 30Second quarter 2023 earnings released: EPS: CN¥0.21 (vs CN¥0.24 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.21. Revenue: CN¥817.7m (down 29% from 2Q 2022). Net income: CN¥45.5m (up 2.3% from 2Q 2022). Profit margin: 5.6% (up from 3.8% in 2Q 2022).
お知らせ • Jun 29Hunan Goke Microelectronics Co.,Ltd. Announces Final Dividend on A Shares for the Year 2022, Payable on July 3, 2023Hunan Goke Microelectronics Co.,Ltd. announced final cash dividend/10 shares (tax included) of CNY 3.00000000 on A shares for the year 2022. Record date is June 30, 2023. Ex-date is July 3, 2023. Payment date is July 3, 2023.
お知らせ • May 19Hunan Goke Microelectronics Co.,Ltd. Approves Cash Dividend for the Year 2022Hunan Goke Microelectronics Co.,Ltd. announced that at its Annual General Meeting held on 17 May 2023, approved cash dividend/10 shares (tax included) of CNY 3.00000000 for the year 2022.
Reported Earnings • Apr 28First quarter 2023 earnings released: EPS: CN¥0.21 (vs CN¥0.13 loss in 1Q 2022)First quarter 2023 results: EPS: CN¥0.21 (up from CN¥0.13 loss in 1Q 2022). Revenue: CN¥1.72b (up 239% from 1Q 2022). Net income: CN¥45.1m (up CN¥67.9m from 1Q 2022). Profit margin: 2.6% (up from net loss in 1Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Dec 06Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥87.21, the stock trades at a trailing P/E ratio of 68.7x. Average trailing P/E is 52x in the Semiconductor industry in China. Total returns to shareholders of 113% over the past three years.
Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Jiwu Jing was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 29Third quarter 2022 earnings released: EPS: CN¥0.53 (vs CN¥1.06 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.53 (down from CN¥1.06 in 3Q 2021). Revenue: CN¥1.25b (up 35% from 3Q 2021). Net income: CN¥96.5m (down 50% from 3Q 2021). Profit margin: 7.7% (down from 21% in 3Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Sep 05Investor sentiment improved over the past weekAfter last week's 24% share price gain to CN¥77.65, the stock trades at a trailing P/E ratio of 43.3x. Average trailing P/E is 52x in the Semiconductor industry in China. Total returns to shareholders of 87% over the past three years.
Reported Earnings • Aug 31Second quarter 2022 earnings released: EPS: CN¥0.24 (vs CN¥0.063 loss in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.24 (up from CN¥0.063 loss in 2Q 2021). Revenue: CN¥1.16b (up 115% from 2Q 2021). Net income: CN¥44.4m (up CN¥55.8m from 2Q 2021). Profit margin: 3.8% (up from net loss in 2Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • May 20Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥75.65, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 35x in the Semiconductor industry in China. Total returns to shareholders of 153% over the past three years.
Reported Earnings • Apr 29First quarter 2022 earnings released: CN¥0.13 loss per share (vs CN¥0.007 profit in 1Q 2021)First quarter 2022 results: CN¥0.13 loss per share (down from CN¥0.007 profit in 1Q 2021). Revenue: CN¥508.6m (up 24% from 1Q 2021). Net loss: CN¥22.9m (down CN¥24.0m from profit in 1Q 2021). Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Feb 09Investor sentiment deteriorated over the past weekAfter last week's 29% share price decline to CN¥103, the stock trades at a forward P/E ratio of 59x. Average forward P/E is 39x in the Semiconductor industry in China. Total returns to shareholders of 296% over the past three years.
Reported Earnings • Oct 23Third quarter 2021 earnings released: EPS CN¥1.06 (vs CN¥0.12 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥924.3m (up 405% from 3Q 2020). Net income: CN¥191.7m (up CN¥170.0m from 3Q 2020). Profit margin: 21% (up from 12% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has increased by 74% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Aug 30Second quarter 2021 earnings released: CN¥0.063 loss per share (vs CN¥0.082 profit in 2Q 2020)The company reported a decent second quarter result with improved revenues, although earnings and control over costs were weaker. Second quarter 2021 results: Revenue: CN¥540.3m (up 276% from 2Q 2020). Net loss: CN¥11.4m (down 177% from profit in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 68% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Apr 30First quarter 2021 earnings released: EPS CN¥0.007 (vs CN¥0.19 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥411.6m (up CN¥362.1m from 1Q 2020). Net income: CN¥1.18m (up CN¥36.1m from 1Q 2020). Profit margin: 0.3% (up from net loss in 1Q 2020).
Is New 90 Day High Low • Jan 27New 90-day low: CN¥41.31The company is down 18% from its price of CN¥50.46 on 30 October 2020. The Chinese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 23% over the same period.
Is New 90 Day High Low • Dec 12New 90-day low: CN¥46.38The company is down 9.0% from its price of CN¥50.69 on 11 September 2020. The Chinese market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 11% over the same period.
Reported Earnings • Oct 30Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥68.9m, down 34% from the prior year. Total revenue was CN¥622.9m over the last 12 months, up 19% from the prior year.
Is New 90 Day High Low • Oct 29New 90-day low: CN¥50.00The company is down 11% from its price of CN¥56.11 on 31 July 2020. The Chinese market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is down 9.0% over the same period.