Anhui Tongfeng Electronics（600237）株式概要安徽同豊電子有限公司は、中華人民共和国において、薄膜、フィルムコンデンサおよび関連電子部品の研究開発、生産、販売を行っている。 詳細600237 ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長0/6過去の実績4/6財務の健全性6/6配当金3/6報酬株価収益率（ 51 x）は、 Electronic業界平均（ 76 x）を下回っています。過去1年間で収益は18.7%増加しました リスク分析リスクチェックの結果、600237 、リスクは検出されなかった。すべてのリスクチェックを見る600237 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueCN¥Current PriceCN¥9.491.0% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-207m2b2016201920222025202620282031Revenue CN¥2.0bEarnings CN¥178.1mAdvancedSet Fair ValueView all narrativesAnhui Tongfeng Electronics Company Limited 競合他社Shenzhen AV-DisplaySymbol: SZSE:300939Market cap: CN¥5.8bChangzhou Aohong ElectronicsSymbol: SHSE:605058Market cap: CN¥5.5bShenzhen Longtech Smart ControlSymbol: SZSE:300916Market cap: CN¥5.7bTechshine ElectronicsLtdSymbol: SZSE:301379Market cap: CN¥7.1b価格と性能株価の高値、安値、推移の概要Anhui Tongfeng Electronics過去の株価現在の株価CN¥9.4952週高値CN¥11.2552週安値CN¥6.82ベータ0.431ヶ月の変化1.93%3ヶ月変化-1.04%1年変化34.80%3年間の変化32.73%5年間の変化67.37%IPOからの変化22.82%最新ニュースReported Earnings • Apr 25First quarter 2026 earnings released: EPS: CN¥0.039 (vs CN¥0.043 in 1Q 2025)First quarter 2026 results: EPS: CN¥0.039 (down from CN¥0.043 in 1Q 2025). Revenue: CN¥306.4m (down 16% from 1Q 2025). Net income: CN¥24.6m (down 9.7% from 1Q 2025). Profit margin: 8.0% (up from 7.5% in 1Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 13% per year.New Risk • Apr 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 8.2% 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 (403% cash payout ratio). Share price has been volatile over the past 3 months (8.2% average weekly change).お知らせ • Mar 30Anhui Tongfeng Electronics Company Limited to Report Q1, 2026 Results on Apr 25, 2026Anhui Tongfeng Electronics Company Limited announced that they will report Q1, 2026 results on Apr 25, 2026New Risk • Mar 24New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 403% Dividend yield: 1.0% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Mar 23Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to CN¥8.09, the stock trades at a trailing P/E ratio of 42.6x. Average trailing P/E is 58x in the Electronic industry in China. Total returns to shareholders of 13% over the past three years.Reported Earnings • Mar 18Full year 2025 earnings released: EPS: CN¥0.19 (vs CN¥0.15 in FY 2024)Full year 2025 results: EPS: CN¥0.19 (up from CN¥0.15 in FY 2024). Revenue: CN¥1.40b (up 8.3% from FY 2024). Net income: CN¥119.9m (up 25% from FY 2024). Profit margin: 8.6% (up from 7.4% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 10% per year.最新情報をもっと見るRecent updatesReported Earnings • Apr 25First quarter 2026 earnings released: EPS: CN¥0.039 (vs CN¥0.043 in 1Q 2025)First quarter 2026 results: EPS: CN¥0.039 (down from CN¥0.043 in 1Q 2025). Revenue: CN¥306.4m (down 16% from 1Q 2025). Net income: CN¥24.6m (down 9.7% from 1Q 2025). Profit margin: 8.0% (up from 7.5% in 1Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 13% per year.New Risk • Apr 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 8.2% 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 (403% cash payout ratio). Share price has been volatile over the past 3 months (8.2% average weekly change).お知らせ • Mar 30Anhui Tongfeng Electronics Company Limited to Report Q1, 2026 Results on Apr 25, 2026Anhui Tongfeng Electronics Company Limited announced that they will report Q1, 2026 results on Apr 25, 2026New Risk • Mar 24New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 403% Dividend yield: 1.0% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Mar 23Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to CN¥8.09, the stock trades at a trailing P/E ratio of 42.6x. Average trailing P/E is 58x in the Electronic industry in China. Total returns to shareholders of 13% over the past three years.Reported Earnings • Mar 18Full year 2025 earnings released: EPS: CN¥0.19 (vs CN¥0.15 in FY 2024)Full year 2025 results: EPS: CN¥0.19 (up from CN¥0.15 in FY 2024). Revenue: CN¥1.40b (up 8.3% from FY 2024). Net income: CN¥119.9m (up 25% from FY 2024). Profit margin: 8.6% (up from 7.4% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 10% per year.お知らせ • Mar 16Anhui Tongfeng Electronics Company Limited, Annual General Meeting, Apr 24, 2026Anhui Tongfeng Electronics Company Limited, Annual General Meeting, Apr 24, 2026, at 14:30 China Standard Time. Location: The Company's Meeting Room, Tongling, Anhui ChinaValuation Update With 7 Day Price Move • Feb 26Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥11.15, the stock trades at a trailing P/E ratio of 61.9x. Average trailing P/E is 64x in the Electronic industry in China. Total returns to shareholders of 55% over the past three years.お知らせ • Dec 26Anhui Tongfeng Electronics Company Limited to Report Fiscal Year 2025 Results on Mar 17, 2026Anhui Tongfeng Electronics Company Limited announced that they will report fiscal year 2025 results on Mar 17, 2026Buy Or Sell Opportunity • Dec 18Now 21% undervaluedOver the last 90 days, the stock has risen 14% to CN¥8.78. The fair value is estimated to be CN¥11.17, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 11%.Reported Earnings • Oct 30Third quarter 2025 earnings released: EPS: CN¥0.034 (vs CN¥0.024 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.034 (up from CN¥0.024 in 3Q 2024). Revenue: CN¥344.2m (up 6.4% from 3Q 2024). Net income: CN¥21.5m (up 39% from 3Q 2024). Profit margin: 6.2% (up from 4.8% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 7% per year.お知らせ • Sep 30Anhui Tongfeng Electronics Company Limited to Report Q3, 2025 Results on Oct 30, 2025Anhui Tongfeng Electronics Company Limited announced that they will report Q3, 2025 results on Oct 30, 2025Reported Earnings • Aug 25Second quarter 2025 earnings released: EPS: CN¥0.05 (vs CN¥0.035 in 2Q 2024)Second quarter 2025 results: EPS: CN¥0.05 (up from CN¥0.035 in 2Q 2024). Revenue: CN¥363.0m (up 11% from 2Q 2024). Net income: CN¥31.2m (up 40% from 2Q 2024). Profit margin: 8.6% (up from 6.9% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 30Anhui Tongfeng Electronics Company Limited to Report First Half, 2025 Results on Aug 23, 2025Anhui Tongfeng Electronics Company Limited announced that they will report first half, 2025 results on Aug 23, 2025お知らせ • Apr 20Anhui Tongfeng Electronics Company Limited, Annual General Meeting, May 09, 2025Anhui Tongfeng Electronics Company Limited, Annual General Meeting, May 09, 2025, at 14:30 China Standard Time. Location: The Company's Meeting Room, Tongling, Anhui ChinaReported Earnings • Apr 19First quarter 2025 earnings released: EPS: CN¥0.043 (vs CN¥0.039 in 1Q 2024)First quarter 2025 results: EPS: CN¥0.043 (up from CN¥0.039 in 1Q 2024). Revenue: CN¥364.7m (up 17% from 1Q 2024). Net income: CN¥27.2m (up 13% from 1Q 2024). Profit margin: 7.5% (down from 7.7% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 28Anhui Tongfeng Electronics Company Limited to Report Q1, 2025 Results on Apr 19, 2025Anhui Tongfeng Electronics Company Limited announced that they will report Q1, 2025 results on Apr 19, 2025Reported Earnings • Mar 18Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: CN¥0.15 (in line with FY 2023). Revenue: CN¥1.29b (up 19% from FY 2023). Net income: CN¥95.7m (up 10% from FY 2023). Profit margin: 7.4% (down from 8.0% in FY 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) missed analyst estimates by 6.3%. Revenue is forecast to grow 13% 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 increased by 15% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.分析記事 • Jan 06Anhui Tongfeng Electronics (SHSE:600237) Has A Pretty Healthy Balance SheetHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...お知らせ • Dec 27Anhui Tongfeng Electronics Company Limited to Report Fiscal Year 2024 Results on Mar 18, 2025Anhui Tongfeng Electronics Company Limited announced that they will report fiscal year 2024 results on Mar 18, 2025分析記事 • Oct 27Should You Be Adding Anhui Tongfeng Electronics (SHSE:600237) To Your Watchlist Today?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Reported Earnings • Oct 26Third quarter 2024 earnings released: EPS: CN¥0.024 (vs CN¥0.019 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.024 (up from CN¥0.019 in 3Q 2023). Revenue: CN¥323.4m (up 23% from 3Q 2023). Net income: CN¥15.4m (up 11% from 3Q 2023). Profit margin: 4.8% (down from 5.3% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% 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 increased by 21% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Oct 18Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥6.30, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 24x in the Electronic industry in China. Total returns to shareholders of 13% over the past three years.分析記事 • Oct 08After Leaping 37% Anhui Tongfeng Electronics Company Limited (SHSE:600237) Shares Are Not Flying Under The RadarAnhui Tongfeng Electronics Company Limited ( SHSE:600237 ) shares have had a really impressive month, gaining 37% after...お知らせ • Sep 30Anhui Tongfeng Electronics Company Limited to Report Q3, 2024 Results on Oct 26, 2024Anhui Tongfeng Electronics Company Limited announced that they will report Q3, 2024 results on Oct 26, 2024Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥5.97, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 21x in the Electronic industry in China. Total returns to shareholders of 7.4% over the past three years.Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: CN¥0.035 (vs CN¥0.036 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.035. Revenue: CN¥326.6m (up 18% from 2Q 2023). Net income: CN¥22.4m (up 9.4% from 2Q 2023). Profit margin: 6.9% (down from 7.4% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electronic industry in China.Buy Or Sell Opportunity • Jul 23Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to CN¥4.82. The fair value is estimated to be CN¥6.07, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.6% over the last 3 years. Earnings per share has grown by 29%. Revenue is forecast to grow by 35% in 2 years. Earnings are forecast to grow by 108% in the next 2 years.お知らせ • Jun 28Anhui Tongfeng Electronics Company Limited to Report First Half, 2024 Results on Aug 17, 2024Anhui Tongfeng Electronics Company Limited announced that they will report first half, 2024 results on Aug 17, 2024Reported Earnings • Apr 20First quarter 2024 earnings released: EPS: CN¥0.039 (vs CN¥0.04 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.039. Revenue: CN¥312.5m (up 20% from 1Q 2023). Net income: CN¥24.2m (up 8.5% from 1Q 2023). Profit margin: 7.7% (down from 8.5% in 1Q 2023). The decrease in margin was driven by higher expenses. 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.Valuation Update With 7 Day Price Move • Apr 16Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to CN¥4.96, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 21x in the Electronic industry in China. Total loss to shareholders of 23% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥2.41 per share.お知らせ • Mar 29Anhui Tongfeng Electronics Company Limited to Report Q1, 2024 Results on Apr 20, 2024Anhui Tongfeng Electronics Company Limited announced that they will report Q1, 2024 results on Apr 20, 2024分析記事 • Mar 25Anhui Tongfeng Electronics' (SHSE:600237) Promising Earnings May Rest On Soft FoundationsAnhui Tongfeng Electronics Company Limited ( SHSE:600237 ) just reported some strong earnings, and the market reacted...お知らせ • Mar 19Anhui Tongfeng Electronics Company Limited, Annual General Meeting, Apr 09, 2024Anhui Tongfeng Electronics Company Limited, Annual General Meeting, Apr 09, 2024, at 14:30 China Standard Time. Location: The Company's Meeting Room, Tongling, Anhui ChinaReported Earnings • Mar 19Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: CN¥0.15 (up from CN¥0.13 in FY 2022). Revenue: CN¥1.08b (up 4.1% from FY 2022). Net income: CN¥86.7m (up 17% from FY 2022). Profit margin: 8.0% (up from 7.1% in FY 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 10%. Earnings per share (EPS) also missed analyst estimates by 21%. Revenue is forecast to grow 23% 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 39% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.分析記事 • Mar 06Earnings Tell The Story For Anhui Tongfeng Electronics Company Limited (SHSE:600237) As Its Stock Soars 26%Anhui Tongfeng Electronics Company Limited ( SHSE:600237 ) shareholders are no doubt pleased to see that the share...Valuation Update With 7 Day Price Move • Feb 23Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥5.48, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 20x in the Electronic industry in China. Total loss to shareholders of 4.5% over the past three years.Valuation Update With 7 Day Price Move • Feb 01Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to CN¥5.26, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 17x in the Electronic industry in China. Total returns to shareholders of 10% over the past three years.お知らせ • Dec 30Anhui Tongfeng Electronics Company Limited to Report Fiscal Year 2023 Results on Mar 19, 2024Anhui Tongfeng Electronics Company Limited announced that they will report fiscal year 2023 results on Mar 19, 2024Reported Earnings • Oct 21Third quarter 2023 earnings released: EPS: CN¥0.019 (vs CN¥0.023 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.019. Revenue: CN¥262.1m (flat on 3Q 2022). Net income: CN¥13.9m (up 6.4% from 3Q 2022). Profit margin: 5.3% (up from 4.9% in 3Q 2022). Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Electronic industry in China.お知らせ • Sep 30Anhui Tongfeng Electronics Company Limited to Report Q3, 2023 Results on Oct 21, 2023Anhui Tongfeng Electronics Company Limited announced that they will report Q3, 2023 results on Oct 21, 2023Reported Earnings • Aug 30Second quarter 2023 earnings released: EPS: CN¥0.036 (vs CN¥0.033 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.036 (up from CN¥0.033 in 2Q 2022). Revenue: CN¥275.8m (up 2.2% from 2Q 2022). Net income: CN¥20.5m (up 10% from 2Q 2022). Profit margin: 7.4% (up from 6.9% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 20% 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 93% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.New Risk • Aug 26New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 10% 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. This is currently the only risk that has been identified for the company.お知らせ • Jun 28Anhui Tongfeng Electronics Company Limited to Report First Half, 2023 Results on Aug 30, 2023Anhui Tongfeng Electronics Company Limited announced that they will report first half, 2023 results on Aug 30, 2023Valuation Update With 7 Day Price Move • Dec 02Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥7.11, the stock trades at a trailing P/E ratio of 57.2x. Average trailing P/E is 35x in the Electronic industry in China. Total returns to shareholders of 104% over the past three years.Board Change • Nov 16Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 7 new directors. 3 experienced directors. 1 highly experienced director. 3 independent directors (5 non-independent directors). Equipment Head of Locomotive Power Capacitor Factory & Employee Rep. of the Supervisory Board Yunkai Huang is the most experienced director on the board, commencing their role in 2012. Independent Director Wen Ping Ye was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Reported Earnings • Oct 29Third quarter 2022 earnings releasedThird quarter 2022 results: EPS: CN¥0.023. Net income: CN¥13.0m (up CN¥13.0m from 3Q 2021). Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Aug 31Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to CN¥6.57, the stock trades at a trailing P/E ratio of 59x. Average trailing P/E is 35x in the Electronic industry in China. Total returns to shareholders of 61% over the past three years.Buying Opportunity • Aug 31Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 2.4%. The fair value is estimated to be CN¥8.31, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.5% over the last 3 years. Meanwhile, the company has become profitable.Reported Earnings • Aug 20Second quarter 2022 earnings released: EPS: CN¥0.033 (vs CN¥0.03 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.033 (up from CN¥0.03 in 2Q 2021). Revenue: CN¥269.8m (up 8.5% from 2Q 2021). Net income: CN¥18.5m (up 9.6% from 2Q 2021). Profit margin: 6.9% (up from 6.8% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.Board Change • Apr 27Insufficient new directorsNo 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. Independent Director Dong Hua Wen was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Board Change • Apr 02Insufficient new directorsNo 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. Independent Director Dong Hua Wen was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Reported Earnings • Mar 10Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: CN¥0.091 (up from CN¥0.01 in FY 2020). Revenue: CN¥1.00b (up 18% from FY 2020). Net income: CN¥51.2m (up CN¥43.2m from FY 2020). Profit margin: 5.1% (up from 0.9% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.Reported Earnings • Oct 26Third quarter 2021 earnings released: EPS CN¥0.01 (vs CN¥0.017 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: CN¥241.1m (up 1.1% from 3Q 2020). Net income: CN¥5.66m (down 42% from 3Q 2020). Profit margin: 2.3% (down from 4.1% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Aug 29Second quarter 2021 earnings released: EPS CN¥0.019 (vs CN¥0.002 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥253.6m (up 32% from 2Q 2020). Net income: CN¥10.7m (up CN¥9.81m from 2Q 2020). Profit margin: 4.2% (up from 0.4% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings.Reported Earnings • Apr 28First quarter 2021 earnings released: EPS CN¥0.03 (vs CN¥0.01 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥248.7m (up 30% from 1Q 2020). Net income: CN¥16.9m (up CN¥22.3m from 1Q 2020). Profit margin: 6.8% (up from net loss in 1Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.Is New 90 Day High Low • Jan 20New 90-day high: CN¥5.68The company is up 31% from its price of CN¥4.35 on 22 October 2020. The Chinese market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 8.0% over the same period.Is New 90 Day High Low • Dec 04New 90-day high: CN¥5.05The company is up 14% from its price of CN¥4.43 on 04 September 2020. The Chinese market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is down 1.0% over the same period.Reported Earnings • Oct 28Third quarter earnings releasedOver the last 12 months the company has reported total losses of CN¥126.8m, with losses widening by CN¥109.8m from the prior year. Total revenue was CN¥836.2m over the last 12 months, largely unchanged from the prior year.お知らせ • Jul 09Anhui Tongfeng Electronics Company Limited to Report First Half, 2020 Results on Aug 26, 2020Anhui Tongfeng Electronics Company Limited announced that they will report first half, 2020 results on Aug 26, 2020株主還元600237CN ElectronicCN 市場7D4.7%-0.9%-2.4%1Y34.8%111.8%33.8%株主還元を見る業界別リターン: 600237過去 1 年間で111.8 % の収益を上げたCN Electronic業界を下回りました。リターン対市場: 600237は、過去 1 年間で33.8 % のリターンをもたらしたCNマーケットと一致しました。価格変動Is 600237's price volatile compared to industry and market?600237 volatility600237 Average Weekly Movement7.9%Electronic Industry Average Movement7.5%Market Average Movement6.4%10% most volatile stocks in CN Market10.0%10% least volatile stocks in CN Market4.2%安定した株価: 600237 、 CN市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 600237の 週次ボラティリティ ( 8% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19521,967Jun Hua Baowww.tong-feng.com安徽同豊電子有限公司は中華人民共和国で薄膜、フィルムコンデンサ、関連電子部品の研究開発、生産、販売を行っている。ポリプロピレンフィルム、メタライズドフィルム、ACコンデンサ、DCコンデンサ、パワーエレクトロニクスコンデンサ、ポリエステルフィルム、水晶振動子、コンデンサ付属品、精密コネクタなどを提供している。同社の製品は、家電製品、鉄道輸送、クリーンエネルギー、照明エレクトロニクス、電子回路、電子ディスプレイ、印刷、省エネ自動車エレクトロニクス、船舶推進アプリケーションなどで使用されている。同社は欧州連合、米国、メキシコ、ブラジル、オーストラリア、インド、韓国、日本、東南アジアに製品を輸出している。安徽同豊電子有限公司は1952年に設立され、中華人民共和国の同陵に本社を置く。もっと見るAnhui Tongfeng Electronics Company Limited 基礎のまとめAnhui Tongfeng Electronics の収益と売上を時価総額と比較するとどうか。600237 基礎統計学時価総額CN¥6.10b収益（TTM）CN¥117.25m売上高(TTM)CN¥1.34b51.0xPER（株価収益率4.5xP/Sレシオ600237 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600237 損益計算書（TTM）収益CN¥1.34b売上原価CN¥987.75m売上総利益CN¥348.98mその他の費用CN¥231.73m収益CN¥117.25m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）0.19グロス・マージン26.11%純利益率8.77%有利子負債／自己資本比率7.4%600237 の長期的なパフォーマンスは？過去の実績と比較を見る配当金0.8%現在の配当利回り43%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/21 09:11終値2026/05/21 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Anhui Tongfeng Electronics Company Limited 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。1 アナリスト機関Kai LiuEverbright Securities Co. Ltd.
Reported Earnings • Apr 25First quarter 2026 earnings released: EPS: CN¥0.039 (vs CN¥0.043 in 1Q 2025)First quarter 2026 results: EPS: CN¥0.039 (down from CN¥0.043 in 1Q 2025). Revenue: CN¥306.4m (down 16% from 1Q 2025). Net income: CN¥24.6m (down 9.7% from 1Q 2025). Profit margin: 8.0% (up from 7.5% in 1Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 13% per year.
New Risk • Apr 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 8.2% 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 (403% cash payout ratio). Share price has been volatile over the past 3 months (8.2% average weekly change).
お知らせ • Mar 30Anhui Tongfeng Electronics Company Limited to Report Q1, 2026 Results on Apr 25, 2026Anhui Tongfeng Electronics Company Limited announced that they will report Q1, 2026 results on Apr 25, 2026
New Risk • Mar 24New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 403% Dividend yield: 1.0% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Mar 23Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to CN¥8.09, the stock trades at a trailing P/E ratio of 42.6x. Average trailing P/E is 58x in the Electronic industry in China. Total returns to shareholders of 13% over the past three years.
Reported Earnings • Mar 18Full year 2025 earnings released: EPS: CN¥0.19 (vs CN¥0.15 in FY 2024)Full year 2025 results: EPS: CN¥0.19 (up from CN¥0.15 in FY 2024). Revenue: CN¥1.40b (up 8.3% from FY 2024). Net income: CN¥119.9m (up 25% from FY 2024). Profit margin: 8.6% (up from 7.4% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 10% per year.
Reported Earnings • Apr 25First quarter 2026 earnings released: EPS: CN¥0.039 (vs CN¥0.043 in 1Q 2025)First quarter 2026 results: EPS: CN¥0.039 (down from CN¥0.043 in 1Q 2025). Revenue: CN¥306.4m (down 16% from 1Q 2025). Net income: CN¥24.6m (down 9.7% from 1Q 2025). Profit margin: 8.0% (up from 7.5% in 1Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 13% per year.
New Risk • Apr 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 8.2% 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 (403% cash payout ratio). Share price has been volatile over the past 3 months (8.2% average weekly change).
お知らせ • Mar 30Anhui Tongfeng Electronics Company Limited to Report Q1, 2026 Results on Apr 25, 2026Anhui Tongfeng Electronics Company Limited announced that they will report Q1, 2026 results on Apr 25, 2026
New Risk • Mar 24New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 403% Dividend yield: 1.0% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Mar 23Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to CN¥8.09, the stock trades at a trailing P/E ratio of 42.6x. Average trailing P/E is 58x in the Electronic industry in China. Total returns to shareholders of 13% over the past three years.
Reported Earnings • Mar 18Full year 2025 earnings released: EPS: CN¥0.19 (vs CN¥0.15 in FY 2024)Full year 2025 results: EPS: CN¥0.19 (up from CN¥0.15 in FY 2024). Revenue: CN¥1.40b (up 8.3% from FY 2024). Net income: CN¥119.9m (up 25% from FY 2024). Profit margin: 8.6% (up from 7.4% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 10% per year.
お知らせ • Mar 16Anhui Tongfeng Electronics Company Limited, Annual General Meeting, Apr 24, 2026Anhui Tongfeng Electronics Company Limited, Annual General Meeting, Apr 24, 2026, at 14:30 China Standard Time. Location: The Company's Meeting Room, Tongling, Anhui China
Valuation Update With 7 Day Price Move • Feb 26Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥11.15, the stock trades at a trailing P/E ratio of 61.9x. Average trailing P/E is 64x in the Electronic industry in China. Total returns to shareholders of 55% over the past three years.
お知らせ • Dec 26Anhui Tongfeng Electronics Company Limited to Report Fiscal Year 2025 Results on Mar 17, 2026Anhui Tongfeng Electronics Company Limited announced that they will report fiscal year 2025 results on Mar 17, 2026
Buy Or Sell Opportunity • Dec 18Now 21% undervaluedOver the last 90 days, the stock has risen 14% to CN¥8.78. The fair value is estimated to be CN¥11.17, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 11%.
Reported Earnings • Oct 30Third quarter 2025 earnings released: EPS: CN¥0.034 (vs CN¥0.024 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.034 (up from CN¥0.024 in 3Q 2024). Revenue: CN¥344.2m (up 6.4% from 3Q 2024). Net income: CN¥21.5m (up 39% from 3Q 2024). Profit margin: 6.2% (up from 4.8% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 7% per year.
お知らせ • Sep 30Anhui Tongfeng Electronics Company Limited to Report Q3, 2025 Results on Oct 30, 2025Anhui Tongfeng Electronics Company Limited announced that they will report Q3, 2025 results on Oct 30, 2025
Reported Earnings • Aug 25Second quarter 2025 earnings released: EPS: CN¥0.05 (vs CN¥0.035 in 2Q 2024)Second quarter 2025 results: EPS: CN¥0.05 (up from CN¥0.035 in 2Q 2024). Revenue: CN¥363.0m (up 11% from 2Q 2024). Net income: CN¥31.2m (up 40% from 2Q 2024). Profit margin: 8.6% (up from 6.9% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 30Anhui Tongfeng Electronics Company Limited to Report First Half, 2025 Results on Aug 23, 2025Anhui Tongfeng Electronics Company Limited announced that they will report first half, 2025 results on Aug 23, 2025
お知らせ • Apr 20Anhui Tongfeng Electronics Company Limited, Annual General Meeting, May 09, 2025Anhui Tongfeng Electronics Company Limited, Annual General Meeting, May 09, 2025, at 14:30 China Standard Time. Location: The Company's Meeting Room, Tongling, Anhui China
Reported Earnings • Apr 19First quarter 2025 earnings released: EPS: CN¥0.043 (vs CN¥0.039 in 1Q 2024)First quarter 2025 results: EPS: CN¥0.043 (up from CN¥0.039 in 1Q 2024). Revenue: CN¥364.7m (up 17% from 1Q 2024). Net income: CN¥27.2m (up 13% from 1Q 2024). Profit margin: 7.5% (down from 7.7% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 28Anhui Tongfeng Electronics Company Limited to Report Q1, 2025 Results on Apr 19, 2025Anhui Tongfeng Electronics Company Limited announced that they will report Q1, 2025 results on Apr 19, 2025
Reported Earnings • Mar 18Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: CN¥0.15 (in line with FY 2023). Revenue: CN¥1.29b (up 19% from FY 2023). Net income: CN¥95.7m (up 10% from FY 2023). Profit margin: 7.4% (down from 8.0% in FY 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) missed analyst estimates by 6.3%. Revenue is forecast to grow 13% 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 increased by 15% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
分析記事 • Jan 06Anhui Tongfeng Electronics (SHSE:600237) Has A Pretty Healthy Balance SheetHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
お知らせ • Dec 27Anhui Tongfeng Electronics Company Limited to Report Fiscal Year 2024 Results on Mar 18, 2025Anhui Tongfeng Electronics Company Limited announced that they will report fiscal year 2024 results on Mar 18, 2025
分析記事 • Oct 27Should You Be Adding Anhui Tongfeng Electronics (SHSE:600237) To Your Watchlist Today?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Reported Earnings • Oct 26Third quarter 2024 earnings released: EPS: CN¥0.024 (vs CN¥0.019 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.024 (up from CN¥0.019 in 3Q 2023). Revenue: CN¥323.4m (up 23% from 3Q 2023). Net income: CN¥15.4m (up 11% from 3Q 2023). Profit margin: 4.8% (down from 5.3% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% 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 increased by 21% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Oct 18Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥6.30, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 24x in the Electronic industry in China. Total returns to shareholders of 13% over the past three years.
分析記事 • Oct 08After Leaping 37% Anhui Tongfeng Electronics Company Limited (SHSE:600237) Shares Are Not Flying Under The RadarAnhui Tongfeng Electronics Company Limited ( SHSE:600237 ) shares have had a really impressive month, gaining 37% after...
お知らせ • Sep 30Anhui Tongfeng Electronics Company Limited to Report Q3, 2024 Results on Oct 26, 2024Anhui Tongfeng Electronics Company Limited announced that they will report Q3, 2024 results on Oct 26, 2024
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥5.97, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 21x in the Electronic industry in China. Total returns to shareholders of 7.4% over the past three years.
Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: CN¥0.035 (vs CN¥0.036 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.035. Revenue: CN¥326.6m (up 18% from 2Q 2023). Net income: CN¥22.4m (up 9.4% from 2Q 2023). Profit margin: 6.9% (down from 7.4% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electronic industry in China.
Buy Or Sell Opportunity • Jul 23Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to CN¥4.82. The fair value is estimated to be CN¥6.07, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.6% over the last 3 years. Earnings per share has grown by 29%. Revenue is forecast to grow by 35% in 2 years. Earnings are forecast to grow by 108% in the next 2 years.
お知らせ • Jun 28Anhui Tongfeng Electronics Company Limited to Report First Half, 2024 Results on Aug 17, 2024Anhui Tongfeng Electronics Company Limited announced that they will report first half, 2024 results on Aug 17, 2024
Reported Earnings • Apr 20First quarter 2024 earnings released: EPS: CN¥0.039 (vs CN¥0.04 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.039. Revenue: CN¥312.5m (up 20% from 1Q 2023). Net income: CN¥24.2m (up 8.5% from 1Q 2023). Profit margin: 7.7% (down from 8.5% in 1Q 2023). The decrease in margin was driven by higher expenses. 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.
Valuation Update With 7 Day Price Move • Apr 16Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to CN¥4.96, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 21x in the Electronic industry in China. Total loss to shareholders of 23% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥2.41 per share.
お知らせ • Mar 29Anhui Tongfeng Electronics Company Limited to Report Q1, 2024 Results on Apr 20, 2024Anhui Tongfeng Electronics Company Limited announced that they will report Q1, 2024 results on Apr 20, 2024
分析記事 • Mar 25Anhui Tongfeng Electronics' (SHSE:600237) Promising Earnings May Rest On Soft FoundationsAnhui Tongfeng Electronics Company Limited ( SHSE:600237 ) just reported some strong earnings, and the market reacted...
お知らせ • Mar 19Anhui Tongfeng Electronics Company Limited, Annual General Meeting, Apr 09, 2024Anhui Tongfeng Electronics Company Limited, Annual General Meeting, Apr 09, 2024, at 14:30 China Standard Time. Location: The Company's Meeting Room, Tongling, Anhui China
Reported Earnings • Mar 19Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: CN¥0.15 (up from CN¥0.13 in FY 2022). Revenue: CN¥1.08b (up 4.1% from FY 2022). Net income: CN¥86.7m (up 17% from FY 2022). Profit margin: 8.0% (up from 7.1% in FY 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 10%. Earnings per share (EPS) also missed analyst estimates by 21%. Revenue is forecast to grow 23% 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 39% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
分析記事 • Mar 06Earnings Tell The Story For Anhui Tongfeng Electronics Company Limited (SHSE:600237) As Its Stock Soars 26%Anhui Tongfeng Electronics Company Limited ( SHSE:600237 ) shareholders are no doubt pleased to see that the share...
Valuation Update With 7 Day Price Move • Feb 23Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥5.48, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 20x in the Electronic industry in China. Total loss to shareholders of 4.5% over the past three years.
Valuation Update With 7 Day Price Move • Feb 01Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to CN¥5.26, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 17x in the Electronic industry in China. Total returns to shareholders of 10% over the past three years.
お知らせ • Dec 30Anhui Tongfeng Electronics Company Limited to Report Fiscal Year 2023 Results on Mar 19, 2024Anhui Tongfeng Electronics Company Limited announced that they will report fiscal year 2023 results on Mar 19, 2024
Reported Earnings • Oct 21Third quarter 2023 earnings released: EPS: CN¥0.019 (vs CN¥0.023 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.019. Revenue: CN¥262.1m (flat on 3Q 2022). Net income: CN¥13.9m (up 6.4% from 3Q 2022). Profit margin: 5.3% (up from 4.9% in 3Q 2022). Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Electronic industry in China.
お知らせ • Sep 30Anhui Tongfeng Electronics Company Limited to Report Q3, 2023 Results on Oct 21, 2023Anhui Tongfeng Electronics Company Limited announced that they will report Q3, 2023 results on Oct 21, 2023
Reported Earnings • Aug 30Second quarter 2023 earnings released: EPS: CN¥0.036 (vs CN¥0.033 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.036 (up from CN¥0.033 in 2Q 2022). Revenue: CN¥275.8m (up 2.2% from 2Q 2022). Net income: CN¥20.5m (up 10% from 2Q 2022). Profit margin: 7.4% (up from 6.9% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 20% 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 93% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
New Risk • Aug 26New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 10% 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. This is currently the only risk that has been identified for the company.
お知らせ • Jun 28Anhui Tongfeng Electronics Company Limited to Report First Half, 2023 Results on Aug 30, 2023Anhui Tongfeng Electronics Company Limited announced that they will report first half, 2023 results on Aug 30, 2023
Valuation Update With 7 Day Price Move • Dec 02Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥7.11, the stock trades at a trailing P/E ratio of 57.2x. Average trailing P/E is 35x in the Electronic industry in China. Total returns to shareholders of 104% over the past three years.
Board Change • Nov 16Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 7 new directors. 3 experienced directors. 1 highly experienced director. 3 independent directors (5 non-independent directors). Equipment Head of Locomotive Power Capacitor Factory & Employee Rep. of the Supervisory Board Yunkai Huang is the most experienced director on the board, commencing their role in 2012. Independent Director Wen Ping Ye was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Reported Earnings • Oct 29Third quarter 2022 earnings releasedThird quarter 2022 results: EPS: CN¥0.023. Net income: CN¥13.0m (up CN¥13.0m from 3Q 2021). Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Aug 31Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to CN¥6.57, the stock trades at a trailing P/E ratio of 59x. Average trailing P/E is 35x in the Electronic industry in China. Total returns to shareholders of 61% over the past three years.
Buying Opportunity • Aug 31Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 2.4%. The fair value is estimated to be CN¥8.31, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.5% over the last 3 years. Meanwhile, the company has become profitable.
Reported Earnings • Aug 20Second quarter 2022 earnings released: EPS: CN¥0.033 (vs CN¥0.03 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.033 (up from CN¥0.03 in 2Q 2021). Revenue: CN¥269.8m (up 8.5% from 2Q 2021). Net income: CN¥18.5m (up 9.6% from 2Q 2021). Profit margin: 6.9% (up from 6.8% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.
Board Change • Apr 27Insufficient new directorsNo 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. Independent Director Dong Hua Wen was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Board Change • Apr 02Insufficient new directorsNo 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. Independent Director Dong Hua Wen was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Reported Earnings • Mar 10Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: CN¥0.091 (up from CN¥0.01 in FY 2020). Revenue: CN¥1.00b (up 18% from FY 2020). Net income: CN¥51.2m (up CN¥43.2m from FY 2020). Profit margin: 5.1% (up from 0.9% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Oct 26Third quarter 2021 earnings released: EPS CN¥0.01 (vs CN¥0.017 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: CN¥241.1m (up 1.1% from 3Q 2020). Net income: CN¥5.66m (down 42% from 3Q 2020). Profit margin: 2.3% (down from 4.1% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Aug 29Second quarter 2021 earnings released: EPS CN¥0.019 (vs CN¥0.002 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥253.6m (up 32% from 2Q 2020). Net income: CN¥10.7m (up CN¥9.81m from 2Q 2020). Profit margin: 4.2% (up from 0.4% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings.
Reported Earnings • Apr 28First quarter 2021 earnings released: EPS CN¥0.03 (vs CN¥0.01 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥248.7m (up 30% from 1Q 2020). Net income: CN¥16.9m (up CN¥22.3m from 1Q 2020). Profit margin: 6.8% (up from net loss in 1Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
Is New 90 Day High Low • Jan 20New 90-day high: CN¥5.68The company is up 31% from its price of CN¥4.35 on 22 October 2020. The Chinese market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 8.0% over the same period.
Is New 90 Day High Low • Dec 04New 90-day high: CN¥5.05The company is up 14% from its price of CN¥4.43 on 04 September 2020. The Chinese market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is down 1.0% over the same period.
Reported Earnings • Oct 28Third quarter earnings releasedOver the last 12 months the company has reported total losses of CN¥126.8m, with losses widening by CN¥109.8m from the prior year. Total revenue was CN¥836.2m over the last 12 months, largely unchanged from the prior year.
お知らせ • Jul 09Anhui Tongfeng Electronics Company Limited to Report First Half, 2020 Results on Aug 26, 2020Anhui Tongfeng Electronics Company Limited announced that they will report first half, 2020 results on Aug 26, 2020
