Shengyi TechnologyLtd（600183）株式概要Shengyi Technology Co.,Ltd. は、中国でラミネートの開発、製造、販売を行っています。 詳細600183 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5/6過去の実績6/6財務の健全性6/6配当金3/6報酬収益は年間27.18%増加すると予測されています 過去1年間で収益は105.7%増加しました リスク分析CN市場と比較した過去 3 か月間の株価の変動1.07%の配当はフリーキャッシュフローで十分にカバーされていない すべてのリスクチェックを見る600183 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW490,132 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG490,132 investors already sharing narrativesYour Fair ValueCN¥Current PriceCN¥149.3945.7% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture085b2016201920222025202620282031Revenue CN¥85.3bEarnings CN¥10.8bAdvancedSet Fair ValueView all narrativesShengyi Technology Co.,Ltd. 競合他社Shennan CircuitsSymbol: SZSE:002916Market cap: CN¥290.2bChaozhou Three-Circle (Group)LtdSymbol: SZSE:300408Market cap: CN¥250.0bLuxshare Precision IndustrySymbol: SZSE:002475Market cap: CN¥475.7bLens TechnologySymbol: SZSE:300433Market cap: CN¥222.2b価格と性能株価の高値、安値、推移の概要Shengyi TechnologyLtd過去の株価現在の株価CN¥149.3952週高値CN¥191.8852週安値CN¥32.35ベータ1.461ヶ月の変化1.70%3ヶ月変化144.06%1年変化359.24%3年間の変化858.86%5年間の変化536.79%IPOからの変化11,061.48%最新ニュースお知らせ • Jun 30Shengyi Technology Co.,Ltd. to Report First Half, 2026 Results on Aug 15, 2026Shengyi Technology Co.,Ltd. announced that they will report first half, 2026 results on Aug 15, 2026Price Target Changed • Jun 12Price target increased by 21% to CN¥113Up from CN¥93.61, the current price target is an average from 9 analysts. New target price is 25% below last closing price of CN¥151. Stock is up 440% over the past year. The company is forecast to post earnings per share of CN¥2.39 for next year compared to CN¥1.39 last year.Declared Dividend • Jun 01Dividend of CN¥0.80 announcedShareholders will receive a dividend of CN¥0.80. Ex-date: 5th June 2026 Payment date: 5th June 2026 Dividend yield will be 0.9%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (74% earnings payout ratio) but not covered by cash flows (142% cash payout ratio). The dividend has increased by an average of 23% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 98% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Buy Or Sell Opportunity • May 26Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 85% to CN¥128. The fair value is estimated to be CN¥106, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 41%. For the next 3 years, revenue is forecast to grow by 21% per annum. Earnings are also forecast to grow by 25% per annum over the same time period.New Risk • May 13New 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 8.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (142% cash payout ratio). Share price has been volatile over the past 3 months (8.1% average weekly change).Valuation Update With 7 Day Price Move • May 13Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥94.18, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 36x in the Electronic industry in China. Total returns to shareholders of 590% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥106 per share.最新情報をもっと見るRecent updatesお知らせ • Jun 30Shengyi Technology Co.,Ltd. to Report First Half, 2026 Results on Aug 15, 2026Shengyi Technology Co.,Ltd. announced that they will report first half, 2026 results on Aug 15, 2026Price Target Changed • Jun 12Price target increased by 21% to CN¥113Up from CN¥93.61, the current price target is an average from 9 analysts. New target price is 25% below last closing price of CN¥151. Stock is up 440% over the past year. The company is forecast to post earnings per share of CN¥2.39 for next year compared to CN¥1.39 last year.Declared Dividend • Jun 01Dividend of CN¥0.80 announcedShareholders will receive a dividend of CN¥0.80. Ex-date: 5th June 2026 Payment date: 5th June 2026 Dividend yield will be 0.9%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (74% earnings payout ratio) but not covered by cash flows (142% cash payout ratio). The dividend has increased by an average of 23% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 98% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Buy Or Sell Opportunity • May 26Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 85% to CN¥128. The fair value is estimated to be CN¥106, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 41%. For the next 3 years, revenue is forecast to grow by 21% per annum. Earnings are also forecast to grow by 25% per annum over the same time period.New Risk • May 13New 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 8.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (142% cash payout ratio). Share price has been volatile over the past 3 months (8.1% average weekly change).Valuation Update With 7 Day Price Move • May 13Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥94.18, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 36x in the Electronic industry in China. Total returns to shareholders of 590% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥106 per share.Reported Earnings • Apr 25Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: CN¥1.39 (up from CN¥0.74 in FY 2024). Revenue: CN¥28.4b (up 39% from FY 2024). Net income: CN¥3.33b (up 92% from FY 2024). Profit margin: 12% (up from 8.5% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.2%. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has increased by 65% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 25Shengyi Technology Co.,Ltd., Annual General Meeting, May 19, 2026Shengyi Technology Co.,Ltd., Annual General Meeting, May 19, 2026, at 14:00 China Standard Time. Location: 2F, R and D Building, No. 5, Gongye West Road, Songshan Lake Park, Dongguan, Guangdong ChinaValuation Update With 7 Day Price Move • Apr 10Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥61.21, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 31x in the Electronic industry in China. Total returns to shareholders of 249% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥49.39 per share.Buy Or Sell Opportunity • Apr 10Now 24% overvaluedOver the last 90 days, the stock has fallen 13% to CN¥61.21. The fair value is estimated to be CN¥49.39, 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 grown by 31%. Revenue is forecast to grow by 67% in 2 years. Earnings are forecast to grow by 101% in the next 2 years.お知らせ • Mar 30Shengyi Technology Co.,Ltd. to Report Q1, 2026 Results on Apr 29, 2026Shengyi Technology Co.,Ltd. announced that they will report Q1, 2026 results on Apr 29, 2026Price Target Changed • Mar 20Price target increased by 7.8% to CN¥79.86Up from CN¥74.06, the current price target is an average from 10 analysts. New target price is 33% above last closing price of CN¥60.22. Stock is up 109% over the past year. The company is forecast to post earnings per share of CN¥2.21 for next year compared to CN¥1.39 last year.Reported Earnings • Feb 28Full year 2025 earnings released: EPS: CN¥1.39 (vs CN¥0.74 in FY 2024)Full year 2025 results: EPS: CN¥1.39 (up from CN¥0.74 in FY 2024). Revenue: CN¥28.4b (up 39% from FY 2024). Net income: CN¥3.33b (up 92% from FY 2024). Profit margin: 12% (up from 8.5% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 23% p.a. on average during the next 2 years, compared to a 24% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has increased by 56% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • Jan 21Price target increased by 9.0% to CN¥73.26Up from CN¥67.23, the current price target is an average from 9 analysts. New target price is 5.8% above last closing price of CN¥69.23. Stock is up 125% over the past year. The company is forecast to post earnings per share of CN¥1.45 for next year compared to CN¥0.74 last year.お知らせ • Dec 26Shengyi Technology Co.,Ltd. to Report Fiscal Year 2025 Results on Apr 25, 2026Shengyi Technology Co.,Ltd. announced that they will report fiscal year 2025 results on Apr 25, 2026Valuation Update With 7 Day Price Move • Dec 25Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥70.68, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 30x in the Electronic industry in China. Total returns to shareholders of 428% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥31.51 per share.Major Estimate Revision • Nov 04Consensus EPS estimates increase by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from CN¥26.1b to CN¥28.6b. EPS estimate increased from CN¥1.29 to CN¥1.43 per share. Net income forecast to grow 47% next year vs 49% growth forecast for Electronic industry in China. Consensus price target up from CN¥47.68 to CN¥56.48. Share price fell 6.4% to CN¥63.08 over the past week.Reported Earnings • Oct 29Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: CN¥0.42 (up from CN¥0.18 in 3Q 2024). Revenue: CN¥7.93b (up 55% from 3Q 2024). Net income: CN¥1.02b (up 131% from 3Q 2024). Profit margin: 13% (up from 8.6% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.6%. Earnings per share (EPS) also surpassed analyst estimates by 17%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 70% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Oct 27Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥64.35, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 32x in the Electronic industry in China. Total returns to shareholders of 404% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥38.15 per share.New Risk • Oct 26New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 107% Cash payout ratio: 133% Dividend yield: 1.0% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (10% average weekly change). Dividend is not well covered by earnings and cash flows. Payout ratio: 107% Cash payout ratio: 133%Price Target Changed • Oct 25Price target increased by 9.4% to CN¥47.68Up from CN¥43.60, the current price target is an average from 9 analysts. New target price is 18% below last closing price of CN¥58.50. Stock is up 193% over the past year. The company is forecast to post earnings per share of CN¥1.28 for next year compared to CN¥0.74 last year.お知らせ • Sep 30Shengyi Technology Co.,Ltd. to Report Q3, 2025 Results on Oct 29, 2025Shengyi Technology Co.,Ltd. announced that they will report Q3, 2025 results on Oct 29, 2025Valuation Update With 7 Day Price Move • Sep 15Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥53.76, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 32x in the Electronic industry in China. Total returns to shareholders of 304% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥34.46 per share.New Risk • Sep 09New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Chinese stocks, typically moving 8.8% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.8% average weekly change). Minor Risk Dividend is not well covered by cash flows (133% cash payout ratio).Valuation Update With 7 Day Price Move • Aug 28Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥52.50, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 32x in the Electronic industry in China. Total returns to shareholders of 256% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥34.95 per share.Price Target Changed • Aug 18Price target increased by 11% to CN¥41.43Up from CN¥37.27, the current price target is an average from 9 analysts. New target price is 7.3% below last closing price of CN¥44.69. Stock is up 143% over the past year. The company is forecast to post earnings per share of CN¥1.32 for next year compared to CN¥0.74 last year.Reported Earnings • Aug 17Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2025 results: EPS: CN¥0.35 (up from CN¥0.23 in 2Q 2024). Revenue: CN¥7.07b (up 36% from 2Q 2024). Net income: CN¥862.8m (up 60% from 2Q 2024). Profit margin: 12% (up from 10% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 10%. Earnings per share (EPS) missed analyst estimates by 2.2%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • Aug 13Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 53% to CN¥42.62. The fair value is estimated to be CN¥34.16, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 12%. Revenue is forecast to grow by 43% in 2 years. Earnings are forecast to grow by 101% in the next 2 years.Buy Or Sell Opportunity • Jul 24Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 64% to CN¥38.85. The fair value is estimated to be CN¥32.08, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 12%. Revenue is forecast to grow by 40% in 2 years. Earnings are forecast to grow by 96% in the next 2 years.Major Estimate Revision • Jul 22Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from CN¥24.3b to CN¥25.5b. EPS estimate increased from CN¥1.07 to CN¥1.19 per share. Net income forecast to grow 60% next year vs 45% growth forecast for Electronic industry in China. Consensus price target up from CN¥31.28 to CN¥35.80. Share price rose 7.7% to CN¥38.46 over the past week.New Risk • Jul 21New 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 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (223% cash payout ratio). Share price has been volatile over the past 3 months (6.7% average weekly change).Valuation Update With 7 Day Price Move • Jul 21Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥38.41, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 28x in the Electronic industry in China. Total returns to shareholders of 165% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥18.89 per share.Price Target Changed • Jul 18Price target increased by 8.1% to CN¥33.80Up from CN¥31.28, the current price target is an average from 8 analysts. New target price is 7.4% below last closing price of CN¥36.50. Stock is up 64% over the past year. The company is forecast to post earnings per share of CN¥1.15 for next year compared to CN¥0.74 last year.New Risk • Jul 04New major risk - Revenue and earnings growthEarnings have declined by 6.0% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 6.0% per year over the past 5 years. Minor Risk Dividend is not well covered by cash flows (223% cash payout ratio).お知らせ • Jun 30Shengyi Technology Co.,Ltd. to Report First Half, 2025 Results on Aug 16, 2025Shengyi Technology Co.,Ltd. announced that they will report first half, 2025 results on Aug 16, 2025Declared Dividend • May 19Dividend increased to CN¥0.60Dividend of CN¥0.60 is 33% higher than last year. Ex-date: 23rd May 2025 Payment date: 23rd May 2025 Dividend yield will be 2.2%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (74% earnings payout ratio) but not covered by cash flows (223% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 84% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Apr 29First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: CN¥0.24 (up from CN¥0.17 in 1Q 2024). Revenue: CN¥5.61b (up 27% from 1Q 2024). Net income: CN¥563.6m (up 44% from 1Q 2024). Profit margin: 10.0% (up from 8.9% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) also surpassed analyst estimates by 34%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to CN¥21.72, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 23x in the Electronic industry in China. Total returns to shareholders of 49% over the past three years.Price Target Changed • Mar 31Price target increased by 8.1% to CN¥29.71Up from CN¥27.49, the current price target is an average from 8 analysts. New target price is 9.2% above last closing price of CN¥27.21. Stock is up 54% over the past year. The company is forecast to post earnings per share of CN¥1.05 for next year compared to CN¥0.74 last year.Reported Earnings • Mar 30Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: CN¥0.74 (up from CN¥0.50 in FY 2023). Revenue: CN¥20.4b (up 23% from FY 2023). Net income: CN¥1.74b (up 49% from FY 2023). Profit margin: 8.5% (up from 7.0% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.8%. Earnings per share (EPS) missed analyst estimates by 6.1%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.お知らせ • Mar 29Shengyi Technology Co.,Ltd., Annual General Meeting, Apr 18, 2025Shengyi Technology Co.,Ltd., Annual General Meeting, Apr 18, 2025, at 14:00 China Standard Time. Location: 2F, R and D Building, No. 5, Gongye West Road, Songshan Lake Park, Dongguan, Guangdong Chinaお知らせ • Mar 28Shengyi Technology Co.,Ltd. to Report Q1, 2025 Results on Apr 29, 2025Shengyi Technology Co.,Ltd. announced that they will report Q1, 2025 results on Apr 29, 2025Reported Earnings • Feb 28Full year 2024 earnings released: EPS: CN¥0.74 (vs CN¥0.50 in FY 2023)Full year 2024 results: EPS: CN¥0.74 (up from CN¥0.50 in FY 2023). Revenue: CN¥20.4b (up 23% from FY 2023). Net income: CN¥1.74b (up 50% from FY 2023). Profit margin: 8.6% (up from 7.0% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.New Risk • Feb 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 8.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (154% cash payout ratio). Share price has been volatile over the past 3 months (8.2% average weekly change).Valuation Update With 7 Day Price Move • Feb 18Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥33.71, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 29x in the Electronic industry in China. Total returns to shareholders of 91% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥20.74 per share.Valuation Update With 7 Day Price Move • Jan 20Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥29.06, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 27x in the Electronic industry in China. Total returns to shareholders of 47% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥12.56 per share.お知らせ • Dec 27Shengyi Technology Co.,Ltd. to Report Fiscal Year 2024 Results on Mar 29, 2025Shengyi Technology Co.,Ltd. announced that they will report fiscal year 2024 results on Mar 29, 2025Reported Earnings • Oct 29Third quarter 2024 earnings: EPS misses analyst expectationsThird quarter 2024 results: EPS: CN¥0.18 (up from CN¥0.14 in 3Q 2023). Revenue: CN¥5.12b (up 14% from 3Q 2023). Net income: CN¥439.8m (up 28% from 3Q 2023). Profit margin: 8.6% (up from 7.7% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 23%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.お知らせ • Sep 30Shengyi Technology Co.,Ltd. to Report Q3, 2024 Results on Oct 29, 2024Shengyi Technology Co.,Ltd. announced that they will report Q3, 2024 results on Oct 29, 2024Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 25%After last week's 25% share price gain to CN¥20.84, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 21x in the Electronic industry in China. Total returns to shareholders of 5.2% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥9.46 per share.Reported Earnings • Aug 28Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: CN¥0.23 (up from CN¥0.13 in 2Q 2023). Revenue: CN¥5.21b (up 26% from 2Q 2023). Net income: CN¥540.4m (up 76% from 2Q 2023). Profit margin: 10% (up from 7.4% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.0%. Earnings per share (EPS) also surpassed analyst estimates by 8.9%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.New Risk • Aug 03New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.8% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (107% cash payout ratio). Shareholders have been diluted in the past year (3.8% increase in shares outstanding).お知らせ • Jun 28Shengyi Technology Co.,Ltd. to Report First Half, 2024 Results on Aug 28, 2024Shengyi Technology Co.,Ltd. announced that they will report first half, 2024 results on Aug 28, 2024Declared Dividend • May 22Dividend of CN¥0.45 announcedShareholders will receive a dividend of CN¥0.45. Ex-date: 24th May 2024 Payment date: 24th May 2024 Dividend yield will be 2.2%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (81% earnings payout ratio) but not covered by cash flows (104% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 93% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Valuation Update With 7 Day Price Move • May 03Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥19.45, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 21x in the Electronic industry in China. Total loss to shareholders of 12% over the past three years.お知らせ • Apr 17Shengyi Technology Co.,Ltd., Annual General Meeting, May 08, 2024Shengyi Technology Co.,Ltd., Annual General Meeting, May 08, 2024, at 14:00 China Standard Time. Location: The Company's Meeting Room, Dongguan, Guangdong ChinaReported Earnings • Mar 30Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: CN¥0.50 (down from CN¥0.66 in FY 2022). Revenue: CN¥16.6b (down 7.9% from FY 2022). Net income: CN¥1.16b (down 24% from FY 2022). Profit margin: 7.0% (down from 8.5% in FY 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 4.0%. Earnings per share (EPS) also missed analyst estimates by 15%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 23% 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 • Mar 29Shengyi Technology Co.,Ltd. to Report Q1, 2024 Results on Apr 27, 2024Shengyi Technology Co.,Ltd. announced that they will report Q1, 2024 results on Apr 27, 2024お知らせ • Mar 01Shengyi Technology Co.,Ltd. (SHSE:600183) agreed to acquire the remaining stake in Shengyi Technology (Suzhou) Co., Ltd. from Beijing Weihua Electronics Co., Ltd. for CNY 440 millionShengyi Technology Co.,Ltd. (SHSE:600183) agreed to acquire the remaining stake in Shengyi Technology (Suzhou) Co., Ltd. from Beijing Weihua Electronics Co., Ltd. for CNY 440 million on February 26, 2024.Reported Earnings • Feb 28Full year 2023 earnings released: EPS: CN¥0.50 (vs CN¥0.66 in FY 2022)Full year 2023 results: EPS: CN¥0.50 (down from CN¥0.66 in FY 2022). Revenue: CN¥16.6b (down 7.9% from FY 2022). Net income: CN¥1.16b (down 24% from FY 2022). Profit margin: 7.0% (down from 8.5% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.お知らせ • Dec 29Shengyi Technology Co.,Ltd. to Report Fiscal Year 2023 Results on Mar 29, 2024Shengyi Technology Co.,Ltd. announced that they will report fiscal year 2023 results on Mar 29, 2024Major Estimate Revision • Nov 04Consensus EPS estimates fall by 22%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥18.2b to CN¥17.1b. EPS estimate also fell from CN¥0.736 per share to CN¥0.576 per share. Net income forecast to grow 55% next year vs 75% growth forecast for Electronic industry in China. Consensus price target up from CN¥19.62 to CN¥20.24. Share price was steady at CN¥17.47 over the past week.Reported Earnings • Oct 27Third quarter 2023 earnings: EPS and revenues miss analyst expectationsThird quarter 2023 results: EPS: CN¥0.14 (up from CN¥0.12 in 3Q 2022). Revenue: CN¥4.47b (up 3.8% from 3Q 2022). Net income: CN¥344.0m (up 32% from 3Q 2022). Profit margin: 7.7% (up from 6.1% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.0%. Earnings per share (EPS) also missed analyst estimates by 36%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 15% per year whereas the company’s share price has fallen by 11% per year.お知らせ • Sep 30Shengyi Technology Co.,Ltd. to Report Q3, 2023 Results on Oct 27, 2023Shengyi Technology Co.,Ltd. announced that they will report Q3, 2023 results on Oct 27, 2023Major Estimate Revision • Aug 22Consensus revenue estimates fall by 13%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥17.5b to CN¥15.2b. EPS estimate fell from CN¥0.666 to CN¥0.535 per share. Net income forecast to grow 54% next year vs 60% growth forecast for Electronic industry in China. Consensus price target down from CN¥20.27 to CN¥19.60. Share price fell 5.1% to CN¥14.28 over the past week.Reported Earnings • Aug 11Second quarter 2023 earnings released: EPS: CN¥0.13 (vs CN¥0.19 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.13 (down from CN¥0.19 in 2Q 2022). Revenue: CN¥4.12b (down 11% from 2Q 2022). Net income: CN¥307.1m (down 32% from 2Q 2022). Profit margin: 7.4% (down from 9.8% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.Price Target Changed • Aug 10Price target increased by 8.1% to CN¥21.62Up from CN¥20.00, the current price target is an average from 9 analysts. New target price is 37% above last closing price of CN¥15.77. Stock is down 6.3% over the past year. The company is forecast to post earnings per share of CN¥0.88 for next year compared to CN¥0.66 last year.お知らせ • Jun 28Shengyi Technology Co.,Ltd. to Report First Half, 2023 Results on Aug 18, 2023Shengyi Technology Co.,Ltd. announced that they will report first half, 2023 results on Aug 18, 2023Major Estimate Revision • May 19Consensus revenue estimates fall by 10%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥20.9b to CN¥18.8b. EPS estimate fell from CN¥0.939 to CN¥0.924 per share. Net income forecast to grow 75% next year vs 54% growth forecast for Electronic industry in China. Consensus price target down from CN¥20.00 to CN¥19.45. Share price rose 2.0% to CN¥15.10 over the past week.Valuation Update With 7 Day Price Move • Apr 27Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥16.28, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 22x in the Electronic industry in China. Total loss to shareholders of 46% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥8.57 per share.Reported Earnings • Mar 29Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: CN¥0.66 (down from CN¥1.23 in FY 2021). Revenue: CN¥18.0b (down 11% from FY 2021). Net income: CN¥1.53b (down 46% from FY 2021). Profit margin: 8.5% (down from 14% in FY 2021). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 2.2%. Earnings per share (EPS) also missed analyst estimates by 6.2%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.Price Target Changed • Mar 02Price target increased by 7.1% to CN¥18.31Up from CN¥17.09, the current price target is an average from 10 analysts. New target price is approximately in line with last closing price of CN¥18.51. Stock is down 2.4% over the past year. The company is forecast to post earnings per share of CN¥0.94 for next year compared to CN¥0.38 last year.Reported Earnings • Feb 18Full year 2022 earnings released: EPS: CN¥0.38 (vs CN¥1.23 in FY 2021)Full year 2022 results: EPS: CN¥0.38 (down from CN¥1.23 in FY 2021). Revenue: CN¥353.5k (down 100% from FY 2021). Net income: CN¥31.3k (down 100% from FY 2021). Profit margin: 8.9% (down from 14% in FY 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 79% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.Price Target Changed • Nov 16Price target decreased to CN¥17.17Down from CN¥18.58, the current price target is an average from 11 analysts. New target price is 12% above last closing price of CN¥15.29. Stock is down 38% over the past year. The company is forecast to post earnings per share of CN¥0.65 for next year compared to CN¥1.23 last year.Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 12 experienced directors. No highly experienced directors. 4 independent directors (7 non-independent directors). Director Liqun Xu was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Price Target Changed • Nov 09Price target decreased to CN¥17.17Down from CN¥18.58, the current price target is an average from 11 analysts. New target price is 21% above last closing price of CN¥14.22. Stock is down 40% over the past year. The company is forecast to post earnings per share of CN¥0.65 for next year compared to CN¥1.23 last year.Price Target Changed • Nov 08Price target decreased to CN¥17.61Down from CN¥18.99, the current price target is an average from 11 analysts. New target price is 24% above last closing price of CN¥14.19. Stock is down 39% over the past year. The company is forecast to post earnings per share of CN¥0.63 for next year compared to CN¥1.23 last year.Major Estimate Revision • Nov 03Consensus EPS estimates fall by 35%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from CN¥19.9b to CN¥18.1b. EPS estimate also fell from CN¥0.93 per share to CN¥0.61 per share. Net income forecast to grow 35% next year vs 55% growth forecast for Electronic industry in China. Consensus price target down from CN¥18.99 to CN¥18.58. Share price was steady at CN¥14.19 over the past week.Reported Earnings • Oct 28Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: EPS: CN¥0.12 (down from CN¥0.40 in 3Q 2021). Revenue: CN¥4.30b (down 22% from 3Q 2021). Net income: CN¥261.4m (down 72% from 3Q 2021). Profit margin: 6.1% (down from 17% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 20%. Earnings per share (EPS) also missed analyst estimates by 56%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.Buying Opportunity • Aug 24Now 22% undervaluedOver the last 90 days, the stock is up 2.5%. The fair value is estimated to be CN¥20.78, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 27%. Revenue is forecast to grow by 25% in 2 years. Earnings is forecast to grow by 28% in the next 2 years.Major Estimate Revision • Aug 19Consensus EPS estimates fall by 14%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from CN¥21.3b to CN¥20.4b. EPS estimate also fell from CN¥1.08 per share to CN¥0.93 per share. Net income forecast to grow 5.2% next year vs 44% growth forecast for Electronic industry in China. Consensus price target down from CN¥21.53 to CN¥20.87. Share price was steady at CN¥17.00 over the past week.Reported Earnings • Aug 14Second quarter 2022 earnings: EPS and revenues miss analyst expectationsSecond quarter 2022 results: EPS: CN¥0.19 (down from CN¥0.38 in 2Q 2021). Revenue: CN¥4.61b (down 14% from 2Q 2021). Net income: CN¥452.8m (down 48% from 2Q 2021). Profit margin: 9.8% (down from 16% in 2Q 2021). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 12%. Earnings per share (EPS) also missed analyst estimates by 22%. Over the next year, revenue is forecast to grow 14%, compared to a 26% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Price Target Changed • May 27Price target decreased to CN¥22.88Down from CN¥25.19, the current price target is an average from 15 analysts. New target price is 45% above last closing price of CN¥15.76. Stock is down 31% over the past year. The company is forecast to post earnings per share of CN¥1.11 for next year compared to CN¥1.23 last year.Reported Earnings • May 02First quarter 2022 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2022 results: EPS: CN¥0.21 (down from CN¥0.24 in 1Q 2021). Revenue: CN¥4.77b (up 5.8% from 1Q 2021). Net income: CN¥482.4m (down 11% from 1Q 2021). Profit margin: 10% (down from 12% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.3%. Earnings per share (EPS) also surpassed analyst estimates by 9.9%. Over the next year, revenue is forecast to grow 9.8%, compared to a 25% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 31Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: CN¥1.23 (up from CN¥0.74 in FY 2020). Revenue: CN¥20.3b (up 38% from FY 2020). Net income: CN¥2.83b (up 69% from FY 2020). Profit margin: 14% (up from 11% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.9%. Over the next year, revenue is forecast to grow 11%, compared to a 25% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 02Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: CN¥1.23 (up from CN¥0.74 in FY 2020). Revenue: CN¥20.3b (up 38% from FY 2020). Net income: CN¥2.83b (up 69% from FY 2020). Profit margin: 14% (up from 11% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 13%, compared to a 26% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Feb 22Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 21%. The fair value is estimated to be CN¥24.23, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% per annum over the last 3 years. Earnings per share has grown by 29% per annum over the last 3 years.株主還元600183CN ElectronicCN 市場7D-7.1%-4.5%-3.2%1Y359.2%97.4%21.8%株主還元を見る業界別リターン: 600183過去 1 年間で97.4 % の収益を上げたCN Electronic業界を上回りました。リターン対市場: 600183過去 1 年間で21.8 % の収益を上げたCN市場を上回りました。価格変動Is 600183's price volatile compared to industry and market?600183 volatility600183 Average Weekly Movement10.4%Electronic Industry Average Movement9.3%Market Average Movement6.8%10% most volatile stocks in CN Market11.2%10% least volatile stocks in CN Market4.1%安定した株価: 600183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: 600183の weekly volatility ( 10% ) 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198514,523Honghui Zengwww.syst.com.cnShengyi Technology Co.,Ltd. は、中国でラミネートの開発、製造、販売を行っている。難燃性エポキシガラス繊維強化積層板、複合エポキシ材料、フレキシブル回路材料、多層回路基板用プリレグ、スマート端子、リジッド材料、自動車材料、RF材料、IMS・HTC材料、IC基板材料、フレキシブル材料、HSD材料、特殊材料などを提供している。また、銅張積層板、半硬化シート、絶縁積層板、金属ベース銅張積層板、樹脂被覆銅箔、被覆フィルムも提供している。同社の製品は主に片面・両面回路基板や高層回路基板の製造に使用され、5Gアンテナ、通信基地局、大型コンピューター、ハイエンドサーバー、航空宇宙産業、チップパッケージング、自動車エレクトロニクス、スマートホーム、産業用制御医療機器、家電製品、消費者端末、各種ハイエンド電子製品に応用されている。前身は広東神宜科技有限公司。Ltd.は1985年に設立され、中国東莞市に本社を置く。もっと見るShengyi Technology Co.,Ltd. 基礎のまとめShengyi TechnologyLtd の収益と売上を時価総額と比較するとどうか。600183 基礎統計学時価総額CN¥362.89b収益（TTM）CN¥3.93b売上高(TTM)CN¥30.96b92.4xPER（株価収益率11.7xP/Sレシオ600183 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600183 損益計算書（TTM）収益CN¥30.96b売上原価CN¥22.67b売上総利益CN¥8.29bその他の費用CN¥4.36b収益CN¥3.93b直近の収益報告Mar 31, 2026次回決算日Aug 15, 2026一株当たり利益（EPS）1.62グロス・マージン26.79%純利益率12.69%有利子負債／自己資本比率25.6%600183 の長期的なパフォーマンスは？過去の実績と比較を見る配当金1.1%現在の配当利回り74%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/10 15:52終値2026/07/10 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Shengyi Technology Co.,Ltd. 13 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。27 アナリスト機関Mike YangBofA Global ResearchQian DeshengChina Galaxy Securities Co., Ltd.Feng GaoChina Galaxy Securities Co., Ltd.24 その他のアナリストを表示
お知らせ • Jun 30Shengyi Technology Co.,Ltd. to Report First Half, 2026 Results on Aug 15, 2026Shengyi Technology Co.,Ltd. announced that they will report first half, 2026 results on Aug 15, 2026
Price Target Changed • Jun 12Price target increased by 21% to CN¥113Up from CN¥93.61, the current price target is an average from 9 analysts. New target price is 25% below last closing price of CN¥151. Stock is up 440% over the past year. The company is forecast to post earnings per share of CN¥2.39 for next year compared to CN¥1.39 last year.
Declared Dividend • Jun 01Dividend of CN¥0.80 announcedShareholders will receive a dividend of CN¥0.80. Ex-date: 5th June 2026 Payment date: 5th June 2026 Dividend yield will be 0.9%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (74% earnings payout ratio) but not covered by cash flows (142% cash payout ratio). The dividend has increased by an average of 23% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 98% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Buy Or Sell Opportunity • May 26Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 85% to CN¥128. The fair value is estimated to be CN¥106, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 41%. For the next 3 years, revenue is forecast to grow by 21% per annum. Earnings are also forecast to grow by 25% per annum over the same time period.
New Risk • May 13New 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 8.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (142% cash payout ratio). Share price has been volatile over the past 3 months (8.1% average weekly change).
Valuation Update With 7 Day Price Move • May 13Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥94.18, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 36x in the Electronic industry in China. Total returns to shareholders of 590% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥106 per share.
お知らせ • Jun 30Shengyi Technology Co.,Ltd. to Report First Half, 2026 Results on Aug 15, 2026Shengyi Technology Co.,Ltd. announced that they will report first half, 2026 results on Aug 15, 2026
Price Target Changed • Jun 12Price target increased by 21% to CN¥113Up from CN¥93.61, the current price target is an average from 9 analysts. New target price is 25% below last closing price of CN¥151. Stock is up 440% over the past year. The company is forecast to post earnings per share of CN¥2.39 for next year compared to CN¥1.39 last year.
Declared Dividend • Jun 01Dividend of CN¥0.80 announcedShareholders will receive a dividend of CN¥0.80. Ex-date: 5th June 2026 Payment date: 5th June 2026 Dividend yield will be 0.9%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (74% earnings payout ratio) but not covered by cash flows (142% cash payout ratio). The dividend has increased by an average of 23% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 98% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Buy Or Sell Opportunity • May 26Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 85% to CN¥128. The fair value is estimated to be CN¥106, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 41%. For the next 3 years, revenue is forecast to grow by 21% per annum. Earnings are also forecast to grow by 25% per annum over the same time period.
New Risk • May 13New 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 8.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (142% cash payout ratio). Share price has been volatile over the past 3 months (8.1% average weekly change).
Valuation Update With 7 Day Price Move • May 13Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥94.18, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 36x in the Electronic industry in China. Total returns to shareholders of 590% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥106 per share.
Reported Earnings • Apr 25Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: CN¥1.39 (up from CN¥0.74 in FY 2024). Revenue: CN¥28.4b (up 39% from FY 2024). Net income: CN¥3.33b (up 92% from FY 2024). Profit margin: 12% (up from 8.5% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.2%. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has increased by 65% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 25Shengyi Technology Co.,Ltd., Annual General Meeting, May 19, 2026Shengyi Technology Co.,Ltd., Annual General Meeting, May 19, 2026, at 14:00 China Standard Time. Location: 2F, R and D Building, No. 5, Gongye West Road, Songshan Lake Park, Dongguan, Guangdong China
Valuation Update With 7 Day Price Move • Apr 10Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥61.21, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 31x in the Electronic industry in China. Total returns to shareholders of 249% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥49.39 per share.
Buy Or Sell Opportunity • Apr 10Now 24% overvaluedOver the last 90 days, the stock has fallen 13% to CN¥61.21. The fair value is estimated to be CN¥49.39, 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 grown by 31%. Revenue is forecast to grow by 67% in 2 years. Earnings are forecast to grow by 101% in the next 2 years.
お知らせ • Mar 30Shengyi Technology Co.,Ltd. to Report Q1, 2026 Results on Apr 29, 2026Shengyi Technology Co.,Ltd. announced that they will report Q1, 2026 results on Apr 29, 2026
Price Target Changed • Mar 20Price target increased by 7.8% to CN¥79.86Up from CN¥74.06, the current price target is an average from 10 analysts. New target price is 33% above last closing price of CN¥60.22. Stock is up 109% over the past year. The company is forecast to post earnings per share of CN¥2.21 for next year compared to CN¥1.39 last year.
Reported Earnings • Feb 28Full year 2025 earnings released: EPS: CN¥1.39 (vs CN¥0.74 in FY 2024)Full year 2025 results: EPS: CN¥1.39 (up from CN¥0.74 in FY 2024). Revenue: CN¥28.4b (up 39% from FY 2024). Net income: CN¥3.33b (up 92% from FY 2024). Profit margin: 12% (up from 8.5% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 23% p.a. on average during the next 2 years, compared to a 24% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has increased by 56% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • Jan 21Price target increased by 9.0% to CN¥73.26Up from CN¥67.23, the current price target is an average from 9 analysts. New target price is 5.8% above last closing price of CN¥69.23. Stock is up 125% over the past year. The company is forecast to post earnings per share of CN¥1.45 for next year compared to CN¥0.74 last year.
お知らせ • Dec 26Shengyi Technology Co.,Ltd. to Report Fiscal Year 2025 Results on Apr 25, 2026Shengyi Technology Co.,Ltd. announced that they will report fiscal year 2025 results on Apr 25, 2026
Valuation Update With 7 Day Price Move • Dec 25Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥70.68, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 30x in the Electronic industry in China. Total returns to shareholders of 428% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥31.51 per share.
Major Estimate Revision • Nov 04Consensus EPS estimates increase by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from CN¥26.1b to CN¥28.6b. EPS estimate increased from CN¥1.29 to CN¥1.43 per share. Net income forecast to grow 47% next year vs 49% growth forecast for Electronic industry in China. Consensus price target up from CN¥47.68 to CN¥56.48. Share price fell 6.4% to CN¥63.08 over the past week.
Reported Earnings • Oct 29Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: CN¥0.42 (up from CN¥0.18 in 3Q 2024). Revenue: CN¥7.93b (up 55% from 3Q 2024). Net income: CN¥1.02b (up 131% from 3Q 2024). Profit margin: 13% (up from 8.6% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.6%. Earnings per share (EPS) also surpassed analyst estimates by 17%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 70% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Oct 27Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥64.35, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 32x in the Electronic industry in China. Total returns to shareholders of 404% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥38.15 per share.
New Risk • Oct 26New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 107% Cash payout ratio: 133% Dividend yield: 1.0% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (10% average weekly change). Dividend is not well covered by earnings and cash flows. Payout ratio: 107% Cash payout ratio: 133%
Price Target Changed • Oct 25Price target increased by 9.4% to CN¥47.68Up from CN¥43.60, the current price target is an average from 9 analysts. New target price is 18% below last closing price of CN¥58.50. Stock is up 193% over the past year. The company is forecast to post earnings per share of CN¥1.28 for next year compared to CN¥0.74 last year.
お知らせ • Sep 30Shengyi Technology Co.,Ltd. to Report Q3, 2025 Results on Oct 29, 2025Shengyi Technology Co.,Ltd. announced that they will report Q3, 2025 results on Oct 29, 2025
Valuation Update With 7 Day Price Move • Sep 15Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥53.76, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 32x in the Electronic industry in China. Total returns to shareholders of 304% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥34.46 per share.
New Risk • Sep 09New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Chinese stocks, typically moving 8.8% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.8% average weekly change). Minor Risk Dividend is not well covered by cash flows (133% cash payout ratio).
Valuation Update With 7 Day Price Move • Aug 28Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥52.50, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 32x in the Electronic industry in China. Total returns to shareholders of 256% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥34.95 per share.
Price Target Changed • Aug 18Price target increased by 11% to CN¥41.43Up from CN¥37.27, the current price target is an average from 9 analysts. New target price is 7.3% below last closing price of CN¥44.69. Stock is up 143% over the past year. The company is forecast to post earnings per share of CN¥1.32 for next year compared to CN¥0.74 last year.
Reported Earnings • Aug 17Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2025 results: EPS: CN¥0.35 (up from CN¥0.23 in 2Q 2024). Revenue: CN¥7.07b (up 36% from 2Q 2024). Net income: CN¥862.8m (up 60% from 2Q 2024). Profit margin: 12% (up from 10% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 10%. Earnings per share (EPS) missed analyst estimates by 2.2%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • Aug 13Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 53% to CN¥42.62. The fair value is estimated to be CN¥34.16, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 12%. Revenue is forecast to grow by 43% in 2 years. Earnings are forecast to grow by 101% in the next 2 years.
Buy Or Sell Opportunity • Jul 24Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 64% to CN¥38.85. The fair value is estimated to be CN¥32.08, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 12%. Revenue is forecast to grow by 40% in 2 years. Earnings are forecast to grow by 96% in the next 2 years.
Major Estimate Revision • Jul 22Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from CN¥24.3b to CN¥25.5b. EPS estimate increased from CN¥1.07 to CN¥1.19 per share. Net income forecast to grow 60% next year vs 45% growth forecast for Electronic industry in China. Consensus price target up from CN¥31.28 to CN¥35.80. Share price rose 7.7% to CN¥38.46 over the past week.
New Risk • Jul 21New 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 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (223% cash payout ratio). Share price has been volatile over the past 3 months (6.7% average weekly change).
Valuation Update With 7 Day Price Move • Jul 21Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥38.41, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 28x in the Electronic industry in China. Total returns to shareholders of 165% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥18.89 per share.
Price Target Changed • Jul 18Price target increased by 8.1% to CN¥33.80Up from CN¥31.28, the current price target is an average from 8 analysts. New target price is 7.4% below last closing price of CN¥36.50. Stock is up 64% over the past year. The company is forecast to post earnings per share of CN¥1.15 for next year compared to CN¥0.74 last year.
New Risk • Jul 04New major risk - Revenue and earnings growthEarnings have declined by 6.0% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 6.0% per year over the past 5 years. Minor Risk Dividend is not well covered by cash flows (223% cash payout ratio).
お知らせ • Jun 30Shengyi Technology Co.,Ltd. to Report First Half, 2025 Results on Aug 16, 2025Shengyi Technology Co.,Ltd. announced that they will report first half, 2025 results on Aug 16, 2025
Declared Dividend • May 19Dividend increased to CN¥0.60Dividend of CN¥0.60 is 33% higher than last year. Ex-date: 23rd May 2025 Payment date: 23rd May 2025 Dividend yield will be 2.2%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (74% earnings payout ratio) but not covered by cash flows (223% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 84% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Apr 29First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: CN¥0.24 (up from CN¥0.17 in 1Q 2024). Revenue: CN¥5.61b (up 27% from 1Q 2024). Net income: CN¥563.6m (up 44% from 1Q 2024). Profit margin: 10.0% (up from 8.9% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) also surpassed analyst estimates by 34%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to CN¥21.72, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 23x in the Electronic industry in China. Total returns to shareholders of 49% over the past three years.
Price Target Changed • Mar 31Price target increased by 8.1% to CN¥29.71Up from CN¥27.49, the current price target is an average from 8 analysts. New target price is 9.2% above last closing price of CN¥27.21. Stock is up 54% over the past year. The company is forecast to post earnings per share of CN¥1.05 for next year compared to CN¥0.74 last year.
Reported Earnings • Mar 30Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: CN¥0.74 (up from CN¥0.50 in FY 2023). Revenue: CN¥20.4b (up 23% from FY 2023). Net income: CN¥1.74b (up 49% from FY 2023). Profit margin: 8.5% (up from 7.0% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.8%. Earnings per share (EPS) missed analyst estimates by 6.1%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.
お知らせ • Mar 29Shengyi Technology Co.,Ltd., Annual General Meeting, Apr 18, 2025Shengyi Technology Co.,Ltd., Annual General Meeting, Apr 18, 2025, at 14:00 China Standard Time. Location: 2F, R and D Building, No. 5, Gongye West Road, Songshan Lake Park, Dongguan, Guangdong China
お知らせ • Mar 28Shengyi Technology Co.,Ltd. to Report Q1, 2025 Results on Apr 29, 2025Shengyi Technology Co.,Ltd. announced that they will report Q1, 2025 results on Apr 29, 2025
Reported Earnings • Feb 28Full year 2024 earnings released: EPS: CN¥0.74 (vs CN¥0.50 in FY 2023)Full year 2024 results: EPS: CN¥0.74 (up from CN¥0.50 in FY 2023). Revenue: CN¥20.4b (up 23% from FY 2023). Net income: CN¥1.74b (up 50% from FY 2023). Profit margin: 8.6% (up from 7.0% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
New Risk • Feb 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 8.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (154% cash payout ratio). Share price has been volatile over the past 3 months (8.2% average weekly change).
Valuation Update With 7 Day Price Move • Feb 18Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥33.71, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 29x in the Electronic industry in China. Total returns to shareholders of 91% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥20.74 per share.
Valuation Update With 7 Day Price Move • Jan 20Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥29.06, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 27x in the Electronic industry in China. Total returns to shareholders of 47% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥12.56 per share.
お知らせ • Dec 27Shengyi Technology Co.,Ltd. to Report Fiscal Year 2024 Results on Mar 29, 2025Shengyi Technology Co.,Ltd. announced that they will report fiscal year 2024 results on Mar 29, 2025
Reported Earnings • Oct 29Third quarter 2024 earnings: EPS misses analyst expectationsThird quarter 2024 results: EPS: CN¥0.18 (up from CN¥0.14 in 3Q 2023). Revenue: CN¥5.12b (up 14% from 3Q 2023). Net income: CN¥439.8m (up 28% from 3Q 2023). Profit margin: 8.6% (up from 7.7% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 23%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
お知らせ • Sep 30Shengyi Technology Co.,Ltd. to Report Q3, 2024 Results on Oct 29, 2024Shengyi Technology Co.,Ltd. announced that they will report Q3, 2024 results on Oct 29, 2024
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 25%After last week's 25% share price gain to CN¥20.84, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 21x in the Electronic industry in China. Total returns to shareholders of 5.2% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥9.46 per share.
Reported Earnings • Aug 28Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: CN¥0.23 (up from CN¥0.13 in 2Q 2023). Revenue: CN¥5.21b (up 26% from 2Q 2023). Net income: CN¥540.4m (up 76% from 2Q 2023). Profit margin: 10% (up from 7.4% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.0%. Earnings per share (EPS) also surpassed analyst estimates by 8.9%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
New Risk • Aug 03New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.8% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (107% cash payout ratio). Shareholders have been diluted in the past year (3.8% increase in shares outstanding).
お知らせ • Jun 28Shengyi Technology Co.,Ltd. to Report First Half, 2024 Results on Aug 28, 2024Shengyi Technology Co.,Ltd. announced that they will report first half, 2024 results on Aug 28, 2024
Declared Dividend • May 22Dividend of CN¥0.45 announcedShareholders will receive a dividend of CN¥0.45. Ex-date: 24th May 2024 Payment date: 24th May 2024 Dividend yield will be 2.2%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (81% earnings payout ratio) but not covered by cash flows (104% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 93% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Valuation Update With 7 Day Price Move • May 03Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥19.45, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 21x in the Electronic industry in China. Total loss to shareholders of 12% over the past three years.
お知らせ • Apr 17Shengyi Technology Co.,Ltd., Annual General Meeting, May 08, 2024Shengyi Technology Co.,Ltd., Annual General Meeting, May 08, 2024, at 14:00 China Standard Time. Location: The Company's Meeting Room, Dongguan, Guangdong China
Reported Earnings • Mar 30Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: CN¥0.50 (down from CN¥0.66 in FY 2022). Revenue: CN¥16.6b (down 7.9% from FY 2022). Net income: CN¥1.16b (down 24% from FY 2022). Profit margin: 7.0% (down from 8.5% in FY 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 4.0%. Earnings per share (EPS) also missed analyst estimates by 15%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 23% 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 • Mar 29Shengyi Technology Co.,Ltd. to Report Q1, 2024 Results on Apr 27, 2024Shengyi Technology Co.,Ltd. announced that they will report Q1, 2024 results on Apr 27, 2024
お知らせ • Mar 01Shengyi Technology Co.,Ltd. (SHSE:600183) agreed to acquire the remaining stake in Shengyi Technology (Suzhou) Co., Ltd. from Beijing Weihua Electronics Co., Ltd. for CNY 440 millionShengyi Technology Co.,Ltd. (SHSE:600183) agreed to acquire the remaining stake in Shengyi Technology (Suzhou) Co., Ltd. from Beijing Weihua Electronics Co., Ltd. for CNY 440 million on February 26, 2024.
Reported Earnings • Feb 28Full year 2023 earnings released: EPS: CN¥0.50 (vs CN¥0.66 in FY 2022)Full year 2023 results: EPS: CN¥0.50 (down from CN¥0.66 in FY 2022). Revenue: CN¥16.6b (down 7.9% from FY 2022). Net income: CN¥1.16b (down 24% from FY 2022). Profit margin: 7.0% (down from 8.5% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.
お知らせ • Dec 29Shengyi Technology Co.,Ltd. to Report Fiscal Year 2023 Results on Mar 29, 2024Shengyi Technology Co.,Ltd. announced that they will report fiscal year 2023 results on Mar 29, 2024
Major Estimate Revision • Nov 04Consensus EPS estimates fall by 22%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥18.2b to CN¥17.1b. EPS estimate also fell from CN¥0.736 per share to CN¥0.576 per share. Net income forecast to grow 55% next year vs 75% growth forecast for Electronic industry in China. Consensus price target up from CN¥19.62 to CN¥20.24. Share price was steady at CN¥17.47 over the past week.
Reported Earnings • Oct 27Third quarter 2023 earnings: EPS and revenues miss analyst expectationsThird quarter 2023 results: EPS: CN¥0.14 (up from CN¥0.12 in 3Q 2022). Revenue: CN¥4.47b (up 3.8% from 3Q 2022). Net income: CN¥344.0m (up 32% from 3Q 2022). Profit margin: 7.7% (up from 6.1% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.0%. Earnings per share (EPS) also missed analyst estimates by 36%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 15% per year whereas the company’s share price has fallen by 11% per year.
お知らせ • Sep 30Shengyi Technology Co.,Ltd. to Report Q3, 2023 Results on Oct 27, 2023Shengyi Technology Co.,Ltd. announced that they will report Q3, 2023 results on Oct 27, 2023
Major Estimate Revision • Aug 22Consensus revenue estimates fall by 13%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥17.5b to CN¥15.2b. EPS estimate fell from CN¥0.666 to CN¥0.535 per share. Net income forecast to grow 54% next year vs 60% growth forecast for Electronic industry in China. Consensus price target down from CN¥20.27 to CN¥19.60. Share price fell 5.1% to CN¥14.28 over the past week.
Reported Earnings • Aug 11Second quarter 2023 earnings released: EPS: CN¥0.13 (vs CN¥0.19 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.13 (down from CN¥0.19 in 2Q 2022). Revenue: CN¥4.12b (down 11% from 2Q 2022). Net income: CN¥307.1m (down 32% from 2Q 2022). Profit margin: 7.4% (down from 9.8% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.
Price Target Changed • Aug 10Price target increased by 8.1% to CN¥21.62Up from CN¥20.00, the current price target is an average from 9 analysts. New target price is 37% above last closing price of CN¥15.77. Stock is down 6.3% over the past year. The company is forecast to post earnings per share of CN¥0.88 for next year compared to CN¥0.66 last year.
お知らせ • Jun 28Shengyi Technology Co.,Ltd. to Report First Half, 2023 Results on Aug 18, 2023Shengyi Technology Co.,Ltd. announced that they will report first half, 2023 results on Aug 18, 2023
Major Estimate Revision • May 19Consensus revenue estimates fall by 10%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥20.9b to CN¥18.8b. EPS estimate fell from CN¥0.939 to CN¥0.924 per share. Net income forecast to grow 75% next year vs 54% growth forecast for Electronic industry in China. Consensus price target down from CN¥20.00 to CN¥19.45. Share price rose 2.0% to CN¥15.10 over the past week.
Valuation Update With 7 Day Price Move • Apr 27Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥16.28, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 22x in the Electronic industry in China. Total loss to shareholders of 46% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥8.57 per share.
Reported Earnings • Mar 29Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: CN¥0.66 (down from CN¥1.23 in FY 2021). Revenue: CN¥18.0b (down 11% from FY 2021). Net income: CN¥1.53b (down 46% from FY 2021). Profit margin: 8.5% (down from 14% in FY 2021). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 2.2%. Earnings per share (EPS) also missed analyst estimates by 6.2%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
Price Target Changed • Mar 02Price target increased by 7.1% to CN¥18.31Up from CN¥17.09, the current price target is an average from 10 analysts. New target price is approximately in line with last closing price of CN¥18.51. Stock is down 2.4% over the past year. The company is forecast to post earnings per share of CN¥0.94 for next year compared to CN¥0.38 last year.
Reported Earnings • Feb 18Full year 2022 earnings released: EPS: CN¥0.38 (vs CN¥1.23 in FY 2021)Full year 2022 results: EPS: CN¥0.38 (down from CN¥1.23 in FY 2021). Revenue: CN¥353.5k (down 100% from FY 2021). Net income: CN¥31.3k (down 100% from FY 2021). Profit margin: 8.9% (down from 14% in FY 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 79% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
Price Target Changed • Nov 16Price target decreased to CN¥17.17Down from CN¥18.58, the current price target is an average from 11 analysts. New target price is 12% above last closing price of CN¥15.29. Stock is down 38% over the past year. The company is forecast to post earnings per share of CN¥0.65 for next year compared to CN¥1.23 last year.
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 12 experienced directors. No highly experienced directors. 4 independent directors (7 non-independent directors). Director Liqun Xu was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Price Target Changed • Nov 09Price target decreased to CN¥17.17Down from CN¥18.58, the current price target is an average from 11 analysts. New target price is 21% above last closing price of CN¥14.22. Stock is down 40% over the past year. The company is forecast to post earnings per share of CN¥0.65 for next year compared to CN¥1.23 last year.
Price Target Changed • Nov 08Price target decreased to CN¥17.61Down from CN¥18.99, the current price target is an average from 11 analysts. New target price is 24% above last closing price of CN¥14.19. Stock is down 39% over the past year. The company is forecast to post earnings per share of CN¥0.63 for next year compared to CN¥1.23 last year.
Major Estimate Revision • Nov 03Consensus EPS estimates fall by 35%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from CN¥19.9b to CN¥18.1b. EPS estimate also fell from CN¥0.93 per share to CN¥0.61 per share. Net income forecast to grow 35% next year vs 55% growth forecast for Electronic industry in China. Consensus price target down from CN¥18.99 to CN¥18.58. Share price was steady at CN¥14.19 over the past week.
Reported Earnings • Oct 28Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: EPS: CN¥0.12 (down from CN¥0.40 in 3Q 2021). Revenue: CN¥4.30b (down 22% from 3Q 2021). Net income: CN¥261.4m (down 72% from 3Q 2021). Profit margin: 6.1% (down from 17% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 20%. Earnings per share (EPS) also missed analyst estimates by 56%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
Buying Opportunity • Aug 24Now 22% undervaluedOver the last 90 days, the stock is up 2.5%. The fair value is estimated to be CN¥20.78, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 27%. Revenue is forecast to grow by 25% in 2 years. Earnings is forecast to grow by 28% in the next 2 years.
Major Estimate Revision • Aug 19Consensus EPS estimates fall by 14%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from CN¥21.3b to CN¥20.4b. EPS estimate also fell from CN¥1.08 per share to CN¥0.93 per share. Net income forecast to grow 5.2% next year vs 44% growth forecast for Electronic industry in China. Consensus price target down from CN¥21.53 to CN¥20.87. Share price was steady at CN¥17.00 over the past week.
Reported Earnings • Aug 14Second quarter 2022 earnings: EPS and revenues miss analyst expectationsSecond quarter 2022 results: EPS: CN¥0.19 (down from CN¥0.38 in 2Q 2021). Revenue: CN¥4.61b (down 14% from 2Q 2021). Net income: CN¥452.8m (down 48% from 2Q 2021). Profit margin: 9.8% (down from 16% in 2Q 2021). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 12%. Earnings per share (EPS) also missed analyst estimates by 22%. Over the next year, revenue is forecast to grow 14%, compared to a 26% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Price Target Changed • May 27Price target decreased to CN¥22.88Down from CN¥25.19, the current price target is an average from 15 analysts. New target price is 45% above last closing price of CN¥15.76. Stock is down 31% over the past year. The company is forecast to post earnings per share of CN¥1.11 for next year compared to CN¥1.23 last year.
Reported Earnings • May 02First quarter 2022 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2022 results: EPS: CN¥0.21 (down from CN¥0.24 in 1Q 2021). Revenue: CN¥4.77b (up 5.8% from 1Q 2021). Net income: CN¥482.4m (down 11% from 1Q 2021). Profit margin: 10% (down from 12% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.3%. Earnings per share (EPS) also surpassed analyst estimates by 9.9%. Over the next year, revenue is forecast to grow 9.8%, compared to a 25% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 31Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: CN¥1.23 (up from CN¥0.74 in FY 2020). Revenue: CN¥20.3b (up 38% from FY 2020). Net income: CN¥2.83b (up 69% from FY 2020). Profit margin: 14% (up from 11% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.9%. Over the next year, revenue is forecast to grow 11%, compared to a 25% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 02Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: CN¥1.23 (up from CN¥0.74 in FY 2020). Revenue: CN¥20.3b (up 38% from FY 2020). Net income: CN¥2.83b (up 69% from FY 2020). Profit margin: 14% (up from 11% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 13%, compared to a 26% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Feb 22Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 21%. The fair value is estimated to be CN¥24.23, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% per annum over the last 3 years. Earnings per share has grown by 29% per annum over the last 3 years.
