View ValuationShenzhen Intellifusion Technologies 将来の成長Future 基準チェック /06現在、 Shenzhen Intellifusion Technologiesの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Software 収益成長33.8%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報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.すべての更新を表示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). このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、Shenzhen Intellifusion Technologies は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測SHSE:688343 - 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3/31/20261,387-471324438N/A12/31/20251,339-422150266N/A9/30/20251,385-452206348N/A6/30/20251,274-475-756299N/A3/31/20251,083-527-1,558-207N/A12/31/2024917-579-1,857-295N/A9/30/2024762-510-2,153-608N/A6/30/2024649-482-1,618-780N/A3/31/2024549-431-1,261-604N/A12/31/2023506-383-980-541N/A9/30/2023517-407-811-423N/A6/30/2023507-428-706-520N/A3/31/2023551-392-394-347N/A12/31/2022546-447-456-411N/A12/31/2021566-390-210-176N/A12/31/2020426-393-257-243N/A12/31/2019230-500N/A-188N/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: 688343の予測収益成長が 貯蓄率 ( 2.4% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: 688343の収益がCN市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: 688343の収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: 688343の収益がCN市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: 688343の収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。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: 688343の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YSoftware 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/24 05:38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.
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.
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).