Shenzhen Intellifusion Technologies（688343）株式概要深圳インテリフュージョン・テクノロジーズ有限公司 詳細688343 ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長0/6過去の実績0/6財務の健全性5/6配当金0/6リスク分析過去5年間で収益は年間5.1%減少しました。 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すべてのリスクチェックを見る688343 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¥78.501.1k% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-527m1b2016201920222025202620282031Revenue CN¥1.4bEarnings CN¥167.4mAdvancedSet Fair ValueView all narrativesShenzhen Intellifusion Technologies Co., Ltd. 競合他社SemitronixSymbol: SZSE:301095Market cap: CN¥20.3bThunder Software TechnologyLtdSymbol: SZSE:300496Market cap: CN¥33.0bGlory View TechnologySymbol: SZSE:301396Market cap: CN¥48.0bNewland Digital TechnologyLtdSymbol: SZSE:000997Market cap: CN¥24.8b価格と性能株価の高値、安値、推移の概要Shenzhen Intellifusion Technologies過去の株価現在の株価CN¥78.5052週高値CN¥111.0052週安値CN¥45.62ベータ1.171ヶ月の変化-16.71%3ヶ月変化-18.84%1年変化61.12%3年間の変化13.82%5年間の変化n/aIPOからの変化-24.60%最新ニュースNew Risk • Apr 29New major risk - Revenue and earnings growthEarnings have declined by 5.1% 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 (13% average weekly change). Earnings have declined by 5.1% per year over the past 5 years.Reported Earnings • Apr 29Full year 2025 earnings released: CN¥1.18 loss per share (vs CN¥1.63 loss in FY 2024)Full year 2025 results: CN¥1.18 loss per share (improved from CN¥1.63 loss in FY 2024). Revenue: CN¥1.34b (up 46% from FY 2024). Net loss: CN¥422.2m (loss narrowed 27% from FY 2024). Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 7% per year.Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥88.45, the stock trades at a trailing P/E ratio of 78.7x. Average trailing P/E is 89x in the Software industry in China. Total returns to shareholders of 18% over the past three years.お知らせ • Mar 30Shenzhen Intellifusion Technologies Co., Ltd. to Report Q1, 2026 Results on Apr 30, 2026Shenzhen Intellifusion Technologies Co., Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026Valuation Update With 7 Day Price Move • Mar 23Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥75.81, the stock trades at a trailing P/E ratio of 67.5x. Average trailing P/E is 84x in the Software industry in China. Total returns to shareholders of 25% over the past year.Reported Earnings • Mar 01Full year 2025 earnings released: CN¥1.13 loss per share (vs CN¥1.63 loss in FY 2024)Full year 2025 results: CN¥1.13 loss per share (improved from CN¥1.63 loss in FY 2024). Revenue: CN¥1.31b (up 43% from FY 2024). Net income: CN¥402.4m (up CN¥981.5m from FY 2024). Profit margin: 31% (up from net loss in FY 2024). The move to profitability was primarily driven by higher revenue.最新情報をもっと見るRecent updatesNew Risk • Apr 29New major risk - Revenue and earnings growthEarnings have declined by 5.1% 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 (13% average weekly change). Earnings have declined by 5.1% per year over the past 5 years.Reported Earnings • Apr 29Full year 2025 earnings released: CN¥1.18 loss per share (vs CN¥1.63 loss in FY 2024)Full year 2025 results: CN¥1.18 loss per share (improved from CN¥1.63 loss in FY 2024). Revenue: CN¥1.34b (up 46% from FY 2024). Net loss: CN¥422.2m (loss narrowed 27% from FY 2024). Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 7% per year.Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥88.45, the stock trades at a trailing P/E ratio of 78.7x. Average trailing P/E is 89x in the Software industry in China. Total returns to shareholders of 18% over the past three years.お知らせ • Mar 30Shenzhen Intellifusion Technologies Co., Ltd. to Report Q1, 2026 Results on Apr 30, 2026Shenzhen Intellifusion Technologies Co., Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026Valuation Update With 7 Day Price Move • Mar 23Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥75.81, the stock trades at a trailing P/E ratio of 67.5x. Average trailing P/E is 84x in the Software industry in China. Total returns to shareholders of 25% over the past year.Reported Earnings • Mar 01Full year 2025 earnings released: CN¥1.13 loss per share (vs CN¥1.63 loss in FY 2024)Full year 2025 results: CN¥1.13 loss per share (improved from CN¥1.63 loss in FY 2024). Revenue: CN¥1.31b (up 43% from FY 2024). Net income: CN¥402.4m (up CN¥981.5m from FY 2024). Profit margin: 31% (up from net loss in FY 2024). The move to profitability was primarily driven by higher revenue.New Risk • Feb 02New 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 7.6% 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 6.4% per year over the past 5 years. Minor Risks Currently unprofitable and not forecast to become profitable next year (CN¥63m net loss next year). Share price has been volatile over the past 3 months (7.6% average weekly change).New Risk • Jan 22New major risk - Revenue and earnings growthEarnings have declined by 6.4% 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 6.4% per year over the past 5 years. Minor Risk Currently unprofitable and not forecast to become profitable next year (CN¥63m net loss next year).お知らせ • Dec 26Shenzhen Intellifusion Technologies Co., Ltd. to Report Fiscal Year 2025 Results on Apr 30, 2026Shenzhen Intellifusion Technologies Co., Ltd. announced that they will report fiscal year 2025 results on Apr 30, 2026Reported Earnings • Oct 31Third quarter 2025 earnings released: CN¥0.26 loss per share (vs CN¥0.33 loss in 3Q 2024)Third quarter 2025 results: CN¥0.26 loss per share (improved from CN¥0.33 loss in 3Q 2024). Revenue: CN¥305.0m (up 58% from 3Q 2024). Net loss: CN¥92.0m (loss narrowed 20% from 3Q 2024). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Software industry in China.お知らせ • Sep 30Shenzhen Intellifusion Technologies Co., Ltd. to Report Q3, 2025 Results on Oct 31, 2025Shenzhen Intellifusion Technologies Co., Ltd. announced that they will report Q3, 2025 results on Oct 31, 2025New Risk • Aug 22New 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 8.0% 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 Currently unprofitable and not forecast to become profitable next year (CN¥187m net loss next year). Share price has been volatile over the past 3 months (8.0% average weekly change).お知らせ • Jun 30Shenzhen Intellifusion Technologies Co., Ltd. to Report First Half, 2025 Results on Aug 27, 2025Shenzhen Intellifusion Technologies Co., Ltd. announced that they will report first half, 2025 results on Aug 27, 2025お知らせ • Jun 03Shenzhen Intellifusion Technologies Co., Ltd., Annual General Meeting, Jun 24, 2025Shenzhen Intellifusion Technologies Co., Ltd., Annual General Meeting, Jun 24, 2025, at 14:00 China Standard Time. Location: 3F, Tower A, Building 10, Shenzhen Bay Science and Technology Ecological Park, Yuehai Subdistrict, Nanshan District, Shenzhen, Guangdong ChinaReported Earnings • Apr 28First quarter 2025 earnings released: CN¥0.24 loss per share (vs CN¥0.39 loss in 1Q 2024)First quarter 2025 results: CN¥0.24 loss per share (improved from CN¥0.39 loss in 1Q 2024). Revenue: CN¥264.1m (up 168% from 1Q 2024). Net loss: CN¥85.6m (loss narrowed 38% from 1Q 2024). Revenue is forecast to grow 22% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Software industry in China.New Risk • Apr 27New major risk - Revenue and earnings growthEarnings have declined by 7.7% 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 (15% average weekly change). Earnings have declined by 7.7% per year over the past 5 years. Minor Risks Less than 1 year of cash runway based on current free cash flow (-CN¥2.2b). Currently unprofitable and not forecast to become profitable next year (CN¥187m net loss next year).お知らせ • Mar 28Shenzhen Intellifusion Technologies Co., Ltd. to Report Q1, 2025 Results on Apr 26, 2025Shenzhen Intellifusion Technologies Co., Ltd. announced that they will report Q1, 2025 results on Apr 26, 2025分析記事 • Mar 27Why We're Not Concerned Yet About Shenzhen Intellifusion Technologies Co., Ltd.'s (SHSE:688343) 31% Share Price PlungeShenzhen Intellifusion Technologies Co., Ltd. ( SHSE:688343 ) shares have retraced a considerable 31% in the last...New Risk • Mar 11New 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¥2.2b 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¥2.2b free cash flow). Share price has been highly volatile over the past 3 months (16% average weekly change).New Risk • Mar 03New 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¥2.2b 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¥2.2b free cash flow). Share price has been highly volatile over the past 3 months (16% average weekly change).Reported Earnings • Mar 02Full year 2024 earnings: Revenues exceed analyst expectationsFull year 2024 results: Revenue: CN¥918.0m (up 81% from FY 2023). Net loss: CN¥573.3m (loss widened 50% from FY 2023). Revenue exceeded analyst estimates by 2.9%. Revenue is forecast to grow 26% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Software industry in China.分析記事 • Feb 25Is Shenzhen Intellifusion Technologies (SHSE:688343) Using Debt In A Risky Way?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...分析記事 • Jan 20Why We're Not Concerned Yet About Shenzhen Intellifusion Technologies Co., Ltd.'s (SHSE:688343) 25% Share Price PlungeShenzhen Intellifusion Technologies Co., Ltd. ( SHSE:688343 ) shares have retraced a considerable 25% in the last...お知らせ • Dec 27Shenzhen Intellifusion Technologies Co., Ltd. to Report Fiscal Year 2024 Results on Apr 26, 2025Shenzhen Intellifusion Technologies Co., Ltd. announced that they will report fiscal year 2024 results on Apr 26, 2025Major Estimate Revision • Dec 25Consensus EPS estimates fall by 21%The consensus outlook for fiscal year 2024 has been updated. 2024 expected loss increased from -CN¥1.13 to -CN¥1.37 per share. Revenue forecast of CN¥939.0m unchanged since last update. Software industry in China expected to see average net income growth of 63% next year. Consensus price target up from CN¥61.00 to CN¥87.00. Share price rose 3.1% to CN¥53.30 over the past week.Breakeven Date Change • Dec 24Forecast to breakeven in 2026The analyst covering Shenzhen Intellifusion Technologies expects the company to break even for the first time. New forecast suggests losses will reduce by 17% per year to 2025. The company is expected to make a profit of CN¥35.0m in 2026. Average annual earnings growth of 76% is required to achieve expected profit on schedule.分析記事 • Nov 28Investors Appear Satisfied With Shenzhen Intellifusion Technologies Co., Ltd.'s (SHSE:688343) Prospects As Shares Rocket 36%Shenzhen Intellifusion Technologies Co., Ltd. ( SHSE:688343 ) shares have continued their recent momentum with a 36...Reported Earnings • Oct 29Third quarter 2024 earnings released: CN¥0.33 loss per share (vs CN¥0.25 loss in 3Q 2023)Third quarter 2024 results: CN¥0.33 loss per share (further deteriorated from CN¥0.25 loss in 3Q 2023). Revenue: CN¥193.5m (up 140% from 3Q 2023). Net loss: CN¥115.6m (loss widened 32% from 3Q 2023). Revenue is forecast to grow 30% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Software industry in China.分析記事 • Oct 20Is Shenzhen Intellifusion Technologies (SHSE:688343) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...お知らせ • Sep 30Shenzhen Intellifusion Technologies Co., Ltd. to Report Q3, 2024 Results on Oct 29, 2024Shenzhen Intellifusion Technologies Co., Ltd. announced that they will report Q3, 2024 results on Oct 29, 2024Reported Earnings • Aug 27Second quarter 2024 earnings released: CN¥0.48 loss per share (vs CN¥0.34 loss in 2Q 2023)Second quarter 2024 results: CN¥0.48 loss per share (further deteriorated from CN¥0.34 loss in 2Q 2023). Revenue: CN¥191.0m (up 109% from 2Q 2023). Net loss: CN¥171.9m (loss widened 43% from 2Q 2023). Revenue is forecast to grow 32% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Software industry in China.お知らせ • Jun 28Shenzhen Intellifusion Technologies Co., Ltd. to Report First Half, 2024 Results on Aug 27, 2024Shenzhen Intellifusion Technologies Co., Ltd. announced that they will report first half, 2024 results on Aug 27, 2024分析記事 • Jun 20Shenzhen Intellifusion Technologies (SHSE:688343) Has Debt But No Earnings; Should You Worry?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Reported Earnings • Apr 27First quarter 2024 earnings released: CN¥0.39 loss per share (vs CN¥0.34 loss in 1Q 2023)First quarter 2024 results: CN¥0.39 loss per share (further deteriorated from CN¥0.34 loss in 1Q 2023). Revenue: CN¥98.4m (up 79% from 1Q 2023). Net loss: CN¥137.8m (loss widened 53% from 1Q 2023). Revenue is forecast to grow 33% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Software industry in China.お知らせ • Apr 27Shenzhen Intellifusion Technologies Co., Ltd., Annual General Meeting, May 24, 2024Shenzhen Intellifusion Technologies Co., Ltd., Annual General Meeting, May 24, 2024, at 14:00 China Standard Time. Location: 3F, Tower A, Building 10, Shenzhen Bay Science and Technology Ecological Park, Yuehai Subdistrict, Nanshan District, Shenzhen, Guangdong ChinaNew Risk • Apr 08New 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 10% 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 Currently unprofitable and not forecast to become profitable over next 3 years (CN¥184m net loss in 3 years). Share price has been volatile over the past 3 months (10% average weekly change).お知らせ • Mar 30Shenzhen Intellifusion Technologies Co., Ltd. to Report Q1, 2024 Results on Apr 26, 2024Shenzhen Intellifusion Technologies Co., Ltd. announced that they will report Q1, 2024 results on Apr 26, 2024分析記事 • Mar 04Optimistic Investors Push Shenzhen Intellifusion Technologies Co., Ltd. (SHSE:688343) Shares Up 25% But Growth Is LackingShenzhen Intellifusion Technologies Co., Ltd. ( SHSE:688343 ) shareholders are no doubt pleased to see that the share...分析記事 • Mar 01We're Hopeful That Shenzhen Intellifusion Technologies (SHSE:688343) Will Use Its Cash WiselyJust because a business does not make any money, does not mean that the stock will go down. For example, although...Reported Earnings • Feb 29Full year 2023 earnings released: CN¥1.17 loss per share (vs CN¥1.68 loss in FY 2022)Full year 2023 results: CN¥1.17 loss per share (improved from CN¥1.68 loss in FY 2022). Revenue: CN¥534.6m (down 2.1% from FY 2022). Net loss: CN¥390.2m (loss narrowed 13% from FY 2022).Reported Earnings • Nov 01Third quarter 2023 earnings released: CN¥0.25 loss per share (vs CN¥0.41 loss in 3Q 2022)Third quarter 2023 results: CN¥0.25 loss per share (improved from CN¥0.41 loss in 3Q 2022). Revenue: CN¥80.6m (down 55% from 3Q 2022). Net loss: CN¥87.8m (loss narrowed 19% from 3Q 2022).Reported Earnings • Aug 31Second quarter 2023 earnings releasedSecond quarter 2023 results: CN¥0.34 loss per share. Net loss: CN¥120.3m (flat on 2Q 2022).株主還元688343CN SoftwareCN 市場7D-2.8%0.05%-0.04%1Y61.1%10.6%34.9%株主還元を見る業界別リターン: 688343過去 1 年間で10.6 % の収益を上げたCN Software業界を上回りました。リターン対市場: 688343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 688343's price volatile compared to industry and market?688343 volatility688343 Average Weekly Movement11.3%Software Industry Average Movement6.9%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: 688343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: 688343の weekly volatility ( 11% ) 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2014894Ning Chenwww.intellif.comShenzhen Intellifusion Technologies Co, Ltd.は、視覚人工知能分野に特化した人工知能チップを開発し、安全都市、スマートビジネス、無人航空機、ロボット工学、インテリジェント製造などの分野で企業にビッグデータ・ソリューションを提供している。同社の製品には、中国の公安システムで犯罪者識別に採用されている顔認識製品「DeepEye」などがある。同社は2014年に設立され、中国の深センを拠点としている。もっと見るShenzhen Intellifusion Technologies Co., Ltd. 基礎のまとめShenzhen Intellifusion Technologies の収益と売上を時価総額と比較するとどうか。688343 基礎統計学時価総額CN¥28.12b収益（TTM）-CN¥470.56m売上高(TTM)CN¥1.39b20.3xP/Sレシオ-59.8xPER（株価収益率688343 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688343 損益計算書（TTM）収益CN¥1.39b売上原価CN¥1.01b売上総利益CN¥378.05mその他の費用CN¥848.61m収益-CN¥470.56m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）-1.31グロス・マージン27.26%純利益率-33.93%有利子負債／自己資本比率10.0%688343 の長期的なパフォーマンスは？過去の実績と比較を見る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2026/05/23 23:07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Shenzhen Intellifusion Technologies Co., Ltd. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。2 アナリスト機関Tao XuCitic Securities Co., Ltd.Wei LvMinsheng Securities Co.
New Risk • Apr 29New major risk - Revenue and earnings growthEarnings have declined by 5.1% 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 (13% average weekly change). Earnings have declined by 5.1% per year over the past 5 years.
Reported Earnings • Apr 29Full year 2025 earnings released: CN¥1.18 loss per share (vs CN¥1.63 loss in FY 2024)Full year 2025 results: CN¥1.18 loss per share (improved from CN¥1.63 loss in FY 2024). Revenue: CN¥1.34b (up 46% from FY 2024). Net loss: CN¥422.2m (loss narrowed 27% from FY 2024). Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 7% per year.
Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥88.45, the stock trades at a trailing P/E ratio of 78.7x. Average trailing P/E is 89x in the Software industry in China. Total returns to shareholders of 18% over the past three years.
お知らせ • Mar 30Shenzhen Intellifusion Technologies Co., Ltd. to Report Q1, 2026 Results on Apr 30, 2026Shenzhen Intellifusion Technologies Co., Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026
Valuation Update With 7 Day Price Move • Mar 23Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥75.81, the stock trades at a trailing P/E ratio of 67.5x. Average trailing P/E is 84x in the Software industry in China. Total returns to shareholders of 25% over the past year.
Reported Earnings • Mar 01Full year 2025 earnings released: CN¥1.13 loss per share (vs CN¥1.63 loss in FY 2024)Full year 2025 results: CN¥1.13 loss per share (improved from CN¥1.63 loss in FY 2024). Revenue: CN¥1.31b (up 43% from FY 2024). Net income: CN¥402.4m (up CN¥981.5m from FY 2024). Profit margin: 31% (up from net loss in FY 2024). The move to profitability was primarily driven by higher revenue.
New Risk • Apr 29New major risk - Revenue and earnings growthEarnings have declined by 5.1% 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 (13% average weekly change). Earnings have declined by 5.1% per year over the past 5 years.
Reported Earnings • Apr 29Full year 2025 earnings released: CN¥1.18 loss per share (vs CN¥1.63 loss in FY 2024)Full year 2025 results: CN¥1.18 loss per share (improved from CN¥1.63 loss in FY 2024). Revenue: CN¥1.34b (up 46% from FY 2024). Net loss: CN¥422.2m (loss narrowed 27% from FY 2024). Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 7% per year.
Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥88.45, the stock trades at a trailing P/E ratio of 78.7x. Average trailing P/E is 89x in the Software industry in China. Total returns to shareholders of 18% over the past three years.
お知らせ • Mar 30Shenzhen Intellifusion Technologies Co., Ltd. to Report Q1, 2026 Results on Apr 30, 2026Shenzhen Intellifusion Technologies Co., Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026
Valuation Update With 7 Day Price Move • Mar 23Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥75.81, the stock trades at a trailing P/E ratio of 67.5x. Average trailing P/E is 84x in the Software industry in China. Total returns to shareholders of 25% over the past year.
Reported Earnings • Mar 01Full year 2025 earnings released: CN¥1.13 loss per share (vs CN¥1.63 loss in FY 2024)Full year 2025 results: CN¥1.13 loss per share (improved from CN¥1.63 loss in FY 2024). Revenue: CN¥1.31b (up 43% from FY 2024). Net income: CN¥402.4m (up CN¥981.5m from FY 2024). Profit margin: 31% (up from net loss in FY 2024). The move to profitability was primarily driven by higher revenue.
New Risk • Feb 02New 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 7.6% 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 6.4% per year over the past 5 years. Minor Risks Currently unprofitable and not forecast to become profitable next year (CN¥63m net loss next year). Share price has been volatile over the past 3 months (7.6% average weekly change).
New Risk • Jan 22New major risk - Revenue and earnings growthEarnings have declined by 6.4% 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 6.4% per year over the past 5 years. Minor Risk Currently unprofitable and not forecast to become profitable next year (CN¥63m net loss next year).
お知らせ • Dec 26Shenzhen Intellifusion Technologies Co., Ltd. to Report Fiscal Year 2025 Results on Apr 30, 2026Shenzhen Intellifusion Technologies Co., Ltd. announced that they will report fiscal year 2025 results on Apr 30, 2026
Reported Earnings • Oct 31Third quarter 2025 earnings released: CN¥0.26 loss per share (vs CN¥0.33 loss in 3Q 2024)Third quarter 2025 results: CN¥0.26 loss per share (improved from CN¥0.33 loss in 3Q 2024). Revenue: CN¥305.0m (up 58% from 3Q 2024). Net loss: CN¥92.0m (loss narrowed 20% from 3Q 2024). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Software industry in China.
お知らせ • Sep 30Shenzhen Intellifusion Technologies Co., Ltd. to Report Q3, 2025 Results on Oct 31, 2025Shenzhen Intellifusion Technologies Co., Ltd. announced that they will report Q3, 2025 results on Oct 31, 2025
New Risk • Aug 22New 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 8.0% 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 Currently unprofitable and not forecast to become profitable next year (CN¥187m net loss next year). Share price has been volatile over the past 3 months (8.0% average weekly change).
お知らせ • Jun 30Shenzhen Intellifusion Technologies Co., Ltd. to Report First Half, 2025 Results on Aug 27, 2025Shenzhen Intellifusion Technologies Co., Ltd. announced that they will report first half, 2025 results on Aug 27, 2025
お知らせ • Jun 03Shenzhen Intellifusion Technologies Co., Ltd., Annual General Meeting, Jun 24, 2025Shenzhen Intellifusion Technologies Co., Ltd., Annual General Meeting, Jun 24, 2025, at 14:00 China Standard Time. Location: 3F, Tower A, Building 10, Shenzhen Bay Science and Technology Ecological Park, Yuehai Subdistrict, Nanshan District, Shenzhen, Guangdong China
Reported Earnings • Apr 28First quarter 2025 earnings released: CN¥0.24 loss per share (vs CN¥0.39 loss in 1Q 2024)First quarter 2025 results: CN¥0.24 loss per share (improved from CN¥0.39 loss in 1Q 2024). Revenue: CN¥264.1m (up 168% from 1Q 2024). Net loss: CN¥85.6m (loss narrowed 38% from 1Q 2024). Revenue is forecast to grow 22% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Software industry in China.
New Risk • Apr 27New major risk - Revenue and earnings growthEarnings have declined by 7.7% 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 (15% average weekly change). Earnings have declined by 7.7% per year over the past 5 years. Minor Risks Less than 1 year of cash runway based on current free cash flow (-CN¥2.2b). Currently unprofitable and not forecast to become profitable next year (CN¥187m net loss next year).
お知らせ • Mar 28Shenzhen Intellifusion Technologies Co., Ltd. to Report Q1, 2025 Results on Apr 26, 2025Shenzhen Intellifusion Technologies Co., Ltd. announced that they will report Q1, 2025 results on Apr 26, 2025
分析記事 • Mar 27Why We're Not Concerned Yet About Shenzhen Intellifusion Technologies Co., Ltd.'s (SHSE:688343) 31% Share Price PlungeShenzhen Intellifusion Technologies Co., Ltd. ( SHSE:688343 ) shares have retraced a considerable 31% in the last...
New Risk • Mar 11New 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¥2.2b 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¥2.2b free cash flow). Share price has been highly volatile over the past 3 months (16% average weekly change).
New Risk • Mar 03New 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¥2.2b 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¥2.2b free cash flow). Share price has been highly volatile over the past 3 months (16% average weekly change).
Reported Earnings • Mar 02Full year 2024 earnings: Revenues exceed analyst expectationsFull year 2024 results: Revenue: CN¥918.0m (up 81% from FY 2023). Net loss: CN¥573.3m (loss widened 50% from FY 2023). Revenue exceeded analyst estimates by 2.9%. Revenue is forecast to grow 26% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Software industry in China.
分析記事 • Feb 25Is Shenzhen Intellifusion Technologies (SHSE:688343) Using Debt In A Risky Way?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
分析記事 • Jan 20Why We're Not Concerned Yet About Shenzhen Intellifusion Technologies Co., Ltd.'s (SHSE:688343) 25% Share Price PlungeShenzhen Intellifusion Technologies Co., Ltd. ( SHSE:688343 ) shares have retraced a considerable 25% in the last...
お知らせ • Dec 27Shenzhen Intellifusion Technologies Co., Ltd. to Report Fiscal Year 2024 Results on Apr 26, 2025Shenzhen Intellifusion Technologies Co., Ltd. announced that they will report fiscal year 2024 results on Apr 26, 2025
Major Estimate Revision • Dec 25Consensus EPS estimates fall by 21%The consensus outlook for fiscal year 2024 has been updated. 2024 expected loss increased from -CN¥1.13 to -CN¥1.37 per share. Revenue forecast of CN¥939.0m unchanged since last update. Software industry in China expected to see average net income growth of 63% next year. Consensus price target up from CN¥61.00 to CN¥87.00. Share price rose 3.1% to CN¥53.30 over the past week.
Breakeven Date Change • Dec 24Forecast to breakeven in 2026The analyst covering Shenzhen Intellifusion Technologies expects the company to break even for the first time. New forecast suggests losses will reduce by 17% per year to 2025. The company is expected to make a profit of CN¥35.0m in 2026. Average annual earnings growth of 76% is required to achieve expected profit on schedule.
分析記事 • Nov 28Investors Appear Satisfied With Shenzhen Intellifusion Technologies Co., Ltd.'s (SHSE:688343) Prospects As Shares Rocket 36%Shenzhen Intellifusion Technologies Co., Ltd. ( SHSE:688343 ) shares have continued their recent momentum with a 36...
Reported Earnings • Oct 29Third quarter 2024 earnings released: CN¥0.33 loss per share (vs CN¥0.25 loss in 3Q 2023)Third quarter 2024 results: CN¥0.33 loss per share (further deteriorated from CN¥0.25 loss in 3Q 2023). Revenue: CN¥193.5m (up 140% from 3Q 2023). Net loss: CN¥115.6m (loss widened 32% from 3Q 2023). Revenue is forecast to grow 30% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Software industry in China.
分析記事 • Oct 20Is Shenzhen Intellifusion Technologies (SHSE:688343) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
お知らせ • Sep 30Shenzhen Intellifusion Technologies Co., Ltd. to Report Q3, 2024 Results on Oct 29, 2024Shenzhen Intellifusion Technologies Co., Ltd. announced that they will report Q3, 2024 results on Oct 29, 2024
Reported Earnings • Aug 27Second quarter 2024 earnings released: CN¥0.48 loss per share (vs CN¥0.34 loss in 2Q 2023)Second quarter 2024 results: CN¥0.48 loss per share (further deteriorated from CN¥0.34 loss in 2Q 2023). Revenue: CN¥191.0m (up 109% from 2Q 2023). Net loss: CN¥171.9m (loss widened 43% from 2Q 2023). Revenue is forecast to grow 32% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Software industry in China.
お知らせ • Jun 28Shenzhen Intellifusion Technologies Co., Ltd. to Report First Half, 2024 Results on Aug 27, 2024Shenzhen Intellifusion Technologies Co., Ltd. announced that they will report first half, 2024 results on Aug 27, 2024
分析記事 • Jun 20Shenzhen Intellifusion Technologies (SHSE:688343) Has Debt But No Earnings; Should You Worry?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Reported Earnings • Apr 27First quarter 2024 earnings released: CN¥0.39 loss per share (vs CN¥0.34 loss in 1Q 2023)First quarter 2024 results: CN¥0.39 loss per share (further deteriorated from CN¥0.34 loss in 1Q 2023). Revenue: CN¥98.4m (up 79% from 1Q 2023). Net loss: CN¥137.8m (loss widened 53% from 1Q 2023). Revenue is forecast to grow 33% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Software industry in China.
お知らせ • Apr 27Shenzhen Intellifusion Technologies Co., Ltd., Annual General Meeting, May 24, 2024Shenzhen Intellifusion Technologies Co., Ltd., Annual General Meeting, May 24, 2024, at 14:00 China Standard Time. Location: 3F, Tower A, Building 10, Shenzhen Bay Science and Technology Ecological Park, Yuehai Subdistrict, Nanshan District, Shenzhen, Guangdong China
New Risk • Apr 08New 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 10% 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 Currently unprofitable and not forecast to become profitable over next 3 years (CN¥184m net loss in 3 years). Share price has been volatile over the past 3 months (10% average weekly change).
お知らせ • Mar 30Shenzhen Intellifusion Technologies Co., Ltd. to Report Q1, 2024 Results on Apr 26, 2024Shenzhen Intellifusion Technologies Co., Ltd. announced that they will report Q1, 2024 results on Apr 26, 2024
分析記事 • Mar 04Optimistic Investors Push Shenzhen Intellifusion Technologies Co., Ltd. (SHSE:688343) Shares Up 25% But Growth Is LackingShenzhen Intellifusion Technologies Co., Ltd. ( SHSE:688343 ) shareholders are no doubt pleased to see that the share...
分析記事 • Mar 01We're Hopeful That Shenzhen Intellifusion Technologies (SHSE:688343) Will Use Its Cash WiselyJust because a business does not make any money, does not mean that the stock will go down. For example, although...
Reported Earnings • Feb 29Full year 2023 earnings released: CN¥1.17 loss per share (vs CN¥1.68 loss in FY 2022)Full year 2023 results: CN¥1.17 loss per share (improved from CN¥1.68 loss in FY 2022). Revenue: CN¥534.6m (down 2.1% from FY 2022). Net loss: CN¥390.2m (loss narrowed 13% from FY 2022).
Reported Earnings • Nov 01Third quarter 2023 earnings released: CN¥0.25 loss per share (vs CN¥0.41 loss in 3Q 2022)Third quarter 2023 results: CN¥0.25 loss per share (improved from CN¥0.41 loss in 3Q 2022). Revenue: CN¥80.6m (down 55% from 3Q 2022). Net loss: CN¥87.8m (loss narrowed 19% from 3Q 2022).
Reported Earnings • Aug 31Second quarter 2023 earnings releasedSecond quarter 2023 results: CN¥0.34 loss per share. Net loss: CN¥120.3m (flat on 2Q 2022).
