Accelink Technologies CoLtd（002281）株式概要Accelink Technologies Co,Ltd.は、主に中国で光電子チップ、デバイス、モジュール、サブシステム製品の研究、開発、製造、販売、技術サービスを行っています。 詳細002281 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5/6財務の健全性6/6配当金0/6報酬収益は年間37.84%増加すると予測されています 過去1年間で収益は41.1%増加しました リスク分析CN市場と比較して、過去 3 か月間の株価の変動が非常に大きいすべてのリスクチェックを見る002281 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¥236.4054.0% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture041b2016201920222025202620282031Revenue CN¥40.7bEarnings CN¥3.4bAdvancedSet Fair ValueView all narrativesAccelink Technologies Co,Ltd. 競合他社Chaozhou Three-Circle (Group)LtdSymbol: SZSE:300408Market cap: CN¥183.9bWus Printed Circuit (Kunshan)Symbol: SZSE:002463Market cap: CN¥199.3bLens TechnologySymbol: SZSE:300433Market cap: CN¥185.7bShennan CircuitsSymbol: SZSE:002916Market cap: CN¥227.4b価格と性能株価の高値、安値、推移の概要Accelink Technologies CoLtd過去の株価現在の株価CN¥236.4052週高値CN¥246.8052週安値CN¥40.54ベータ0.891ヶ月の変化96.92%3ヶ月変化237.62%1年変化459.26%3年間の変化828.88%5年間の変化908.53%IPOからの変化2,280.69%最新ニュースMajor Estimate Revision • May 15Consensus revenue estimates fall by 11%The consensus outlook for revenues in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from CN¥16.6b to CN¥14.8b. EPS estimate fell from CN¥1.96 to CN¥1.92 per share. Net income forecast to grow 62% next year vs 49% growth forecast for Electronic industry in China. Consensus price target up from CN¥83.32 to CN¥116. Share price rose 8.7% to CN¥196 over the past week.Board Change • May 06High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Yong Zhao was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.New Risk • Apr 23New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 22% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.8% average weekly change). Minor Risk Large one-off items impacting financial results.Reported Earnings • Apr 23First quarter 2026 earnings released: EPS: CN¥0.30 (vs CN¥0.19 in 1Q 2025)First quarter 2026 results: EPS: CN¥0.30 (up from CN¥0.19 in 1Q 2025). Revenue: CN¥2.77b (up 25% from 1Q 2025). Net income: CN¥239.9m (up 60% from 1Q 2025). Profit margin: 8.7% (up from 6.8% in 1Q 2025). Revenue is forecast to grow 20% 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 19% per year but the company’s share price has increased by 78% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 23Accelink Technologies Co,Ltd., Annual General Meeting, May 13, 2026Accelink Technologies Co,Ltd., Annual General Meeting, May 13, 2026, at 14:30 China Standard Time. Location: F1-1, No. 1, Liusu South Road, Donghu New Technology Development Zone, Wuhan, Hubei ChinaNew Risk • Apr 17New 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 10% 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. This is currently the only risk that has been identified for the company.最新情報をもっと見るRecent updatesMajor Estimate Revision • May 15Consensus revenue estimates fall by 11%The consensus outlook for revenues in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from CN¥16.6b to CN¥14.8b. EPS estimate fell from CN¥1.96 to CN¥1.92 per share. Net income forecast to grow 62% next year vs 49% growth forecast for Electronic industry in China. Consensus price target up from CN¥83.32 to CN¥116. Share price rose 8.7% to CN¥196 over the past week.Board Change • May 06High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Yong Zhao was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.New Risk • Apr 23New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 22% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.8% average weekly change). Minor Risk Large one-off items impacting financial results.Reported Earnings • Apr 23First quarter 2026 earnings released: EPS: CN¥0.30 (vs CN¥0.19 in 1Q 2025)First quarter 2026 results: EPS: CN¥0.30 (up from CN¥0.19 in 1Q 2025). Revenue: CN¥2.77b (up 25% from 1Q 2025). Net income: CN¥239.9m (up 60% from 1Q 2025). Profit margin: 8.7% (up from 6.8% in 1Q 2025). Revenue is forecast to grow 20% 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 19% per year but the company’s share price has increased by 78% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 23Accelink Technologies Co,Ltd., Annual General Meeting, May 13, 2026Accelink Technologies Co,Ltd., Annual General Meeting, May 13, 2026, at 14:30 China Standard Time. Location: F1-1, No. 1, Liusu South Road, Donghu New Technology Development Zone, Wuhan, Hubei ChinaNew Risk • Apr 17New 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 10% 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. This is currently the only risk that has been identified for the company.お知らせ • Mar 31Accelink Technologies Co,Ltd. to Report Q1, 2026 Results on Apr 23, 2026Accelink Technologies Co,Ltd. announced that they will report Q1, 2026 results on Apr 23, 2026Buy Or Sell Opportunity • Mar 13Now 27% undervaluedOver the last 90 days, the stock has risen 32% to CN¥88.94. The fair value is estimated to be CN¥122, 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 8.1%. Revenue is forecast to grow by 47% in 2 years. Earnings are forecast to grow by 94% in the next 2 years.Price Target Changed • Mar 03Price target increased by 7.0% to CN¥70.24Up from CN¥65.63, the current price target is an average from 6 analysts. New target price is 8.1% below last closing price of CN¥76.41. Stock is up 49% over the past year. The company is forecast to post earnings per share of CN¥1.30 for next year compared to CN¥0.85 last year.New Risk • Jan 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 7.2% 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. This is currently the only risk that has been identified for the company.お知らせ • Dec 31Accelink Technologies Co,Ltd. to Report Fiscal Year 2025 Results on Apr 23, 2026Accelink Technologies Co,Ltd. announced that they will report fiscal year 2025 results on Apr 23, 2026Price Target Changed • Nov 22Price target increased by 14% to CN¥63.52Up from CN¥55.82, the current price target is an average from 6 analysts. New target price is 17% above last closing price of CN¥54.40. Stock is up 28% over the past year. The company is forecast to post earnings per share of CN¥1.30 for next year compared to CN¥0.85 last year.お知らせ • Nov 12Accelink Technologies Co,Ltd. Announces Board AppointmentsAccelink Technologies Co,Ltd. in its Extraordinary General Meeting of 2025 held on 10 November 2025 approved to appoint Zong Yuran as non-independent director and Zhao Yong as independent director.Major Estimate Revision • Nov 08Consensus EPS estimates increase by 10%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from CN¥1.18 to CN¥1.30. Revenue forecast steady at CN¥11.0b. Net income forecast to grow 42% next year vs 50% growth forecast for Electronic industry in China. Consensus price target broadly unchanged at CN¥56.42. Share price fell 2.4% to CN¥61.48 over the past week.Reported Earnings • Oct 25Third quarter 2025 earnings released: EPS: CN¥0.46 (vs CN¥0.33 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.46 (up from CN¥0.33 in 3Q 2024). Revenue: CN¥3.29b (up 45% from 3Q 2024). Net income: CN¥346.6m (up 35% from 3Q 2024). Profit margin: 11% (in line with 3Q 2024). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 57% per year, which means it is tracking significantly ahead of earnings growth.New Risk • Oct 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 9.0% 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 Risks Share price has been highly volatile over the past 3 months (9.0% average weekly change). High level of non-cash earnings (41% accrual ratio).お知らせ • Sep 30Accelink Technologies Co,Ltd. to Report Q3, 2025 Results on Oct 25, 2025Accelink Technologies Co,Ltd. announced that they will report Q3, 2025 results on Oct 25, 2025Valuation Update With 7 Day Price Move • Sep 16Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥67.51, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 32x in the Electronic industry in China. Total returns to shareholders of 325% over the past three years.お知らせ • Sep 10Accelink Technologies Co,Ltd. announced that it expects to receive funding from China Information and Communications Technology Group Co., Ltd. and other investorsAccelink Technologies Co,Ltd. announced a private placement to issue 242,055,525 A shares for gross proceeds of CNY 3,500,000,000 on September 9, 2025. The issue price will not lower than 80% of the average trading price of the company’s shares in the 20 trading days before the pricing reference date. The shares issued to China Information and Communications Technology Group Co., Ltd. are subject to 18 months lock up period and issued to other investors are subject to 6 months lock up period. The transaction includes participation from 35 investors, including returning investor, China Information and Communications Technology Group Co., Ltd. The transaction has been approved by the shareholders in the 28th meeting of the 7th board of directors. The transaction is subject to approval from company's shareholders, Shenzhen Stock Exchange and China Securities Regulatory Commission.Reported Earnings • Aug 31Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: CN¥0.28 (up from CN¥0.17 in 2Q 2024). Revenue: CN¥3.02b (up 66% from 2Q 2024). Net income: CN¥222.2m (up 70% from 2Q 2024). Profit margin: 7.4% (up from 7.2% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 24%. Earnings per share (EPS) also surpassed analyst estimates by 27%. Revenue is forecast to grow 17% 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 3% 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 • Aug 30Price target increased by 8.4% to CN¥48.82Up from CN¥45.02, the current price target is an average from 5 analysts. New target price is 29% below last closing price of CN¥68.71. Stock is up 136% over the past year. The company is forecast to post earnings per share of CN¥1.31 for next year compared to CN¥0.85 last year.New Risk • Aug 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 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: Major Risk High level of non-cash earnings (36% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (6.7% average weekly change).Valuation Update With 7 Day Price Move • Aug 25Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥62.35, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 32x in the Electronic industry in China. Total returns to shareholders of 247% over the past three years.お知らせ • Jul 02Accelink Technologies Co,Ltd. to Report First Half, 2025 Results on Aug 28, 2025Accelink Technologies Co,Ltd. announced that they will report first half, 2025 results on Aug 28, 2025Price Target Changed • May 20Price target increased by 8.0% to CN¥48.50Up from CN¥44.92, the current price target is an average from 6 analysts. New target price is 13% above last closing price of CN¥43.06. Stock is up 17% over the past year. The company is forecast to post earnings per share of CN¥1.31 for next year compared to CN¥0.85 last year.お知らせ • May 16Accelink Technologies Co,Ltd. Approves Cash Dividend for 2024Accelink Technologies Co,Ltd. at its Annual General Meeting held on 14 May 2025 approved cash dividend of CNY 2.60000000 per 10 shares (tax included) for 2024.お知らせ • Apr 25Accelink Technologies Co,Ltd. Proposes Final Cash Dividend for 2024Accelink Technologies Co,Ltd. proposed final cash dividend of CNY 2.60000000 per 10 shares (tax included) for 2024.Reported Earnings • Apr 24First quarter 2025 earnings released: EPS: CN¥0.19 (vs CN¥0.10 in 1Q 2024)First quarter 2025 results: EPS: CN¥0.19 (up from CN¥0.10 in 1Q 2024). Revenue: CN¥2.22b (up 72% from 1Q 2024). Net income: CN¥150.2m (up 94% from 1Q 2024). Profit margin: 6.8% (up from 6.0% in 1Q 2024). Revenue is forecast to grow 19% 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 fallen by 1% per year but the company’s share price has increased by 42% per year, which means it is well ahead of earnings.お知らせ • Apr 24Accelink Technologies Co,Ltd., Annual General Meeting, May 14, 2025Accelink Technologies Co,Ltd., Annual General Meeting, May 14, 2025, at 14:30 China Standard Time. Location: 1F, Building F1, No. 1, Liusu South Road, Donghu New Technology Development Zone, Wuhan, Hubei Chinaお知らせ • Mar 31Accelink Technologies Co,Ltd. to Report Q1, 2025 Results on Apr 24, 2025Accelink Technologies Co,Ltd. announced that they will report Q1, 2025 results on Apr 24, 2025New Risk • Mar 21New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 0.5% 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. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (32% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (8.1% average weekly change).Price Target Changed • Feb 25Price target increased by 7.6% to CN¥44.92Up from CN¥41.75, the current price target is an average from 6 analysts. New target price is 20% below last closing price of CN¥56.10. Stock is up 91% over the past year. The company is forecast to post earnings per share of CN¥0.95 for next year compared to CN¥0.83 last year.Valuation Update With 7 Day Price Move • Jan 02Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥50.52, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 26x in the Electronic industry in China. Total returns to shareholders of 125% over the past three years.お知らせ • Dec 31Accelink Technologies Co,Ltd. to Report Fiscal Year 2024 Results on Apr 24, 2025Accelink Technologies Co,Ltd. announced that they will report fiscal year 2024 results on Apr 24, 2025Valuation Update With 7 Day Price Move • Dec 16Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥47.79, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 26x in the Electronic industry in China. Total returns to shareholders of 120% over the past three years.Price Target Changed • Nov 07Price target increased by 11% to CN¥39.68Up from CN¥35.88, the current price target is an average from 5 analysts. New target price is 12% below last closing price of CN¥45.29. Stock is up 53% over the past year. The company is forecast to post earnings per share of CN¥0.95 for next year compared to CN¥0.83 last year.Valuation Update With 7 Day Price Move • Nov 05Investor sentiment improves as stock rises 22%After last week's 22% share price gain to CN¥45.73, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 25x in the Electronic industry in China. Total returns to shareholders of 109% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥80.06 per share.Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: CN¥0.33 (vs CN¥0.30 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.33 (up from CN¥0.30 in 3Q 2023). Revenue: CN¥2.27b (up 50% from 3Q 2023). Net income: CN¥255.3m (up 46% from 3Q 2023). Profit margin: 11% (in line with 3Q 2023). Revenue is forecast to grow 24% 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 3% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Oct 22Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥37.95, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 26x in the Electronic industry in China. Total returns to shareholders of 72% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥21.55 per share.お知らせ • Sep 30Accelink Technologies Co,Ltd. to Report Q3, 2024 Results on Oct 30, 2024Accelink Technologies Co,Ltd. announced that they will report Q3, 2024 results on Oct 30, 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¥33.61, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 21x in the Electronic industry in China. Total returns to shareholders of 53% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥21.57 per share.Reported Earnings • Aug 26Second quarter 2024 earnings released: EPS: CN¥0.17 (vs CN¥0.19 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.17 (down from CN¥0.19 in 2Q 2023). Revenue: CN¥1.82b (up 18% from 2Q 2023). Net income: CN¥131.3m (down 4.0% from 2Q 2023). Profit margin: 7.2% (down from 8.8% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 24% 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 3% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.Price Target Changed • Jul 08Price target increased by 7.0% to CN¥37.88Up from CN¥35.40, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of CN¥36.96. Stock is up 4.5% over the past year. The company is forecast to post earnings per share of CN¥0.98 for next year compared to CN¥0.83 last year.Declared Dividend • Jul 06Dividend increased to CN¥0.24Dividend of CN¥0.24 is 41% higher than last year. Ex-date: 12th July 2024 Payment date: 12th July 2024 Dividend yield will be 0.6%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (30% earnings payout ratio) but not covered by cash flows (100% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 81% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 29Accelink Technologies Co,Ltd. to Report First Half, 2024 Results on Aug 24, 2024Accelink Technologies Co,Ltd. announced that they will report first half, 2024 results on Aug 24, 2024お知らせ • Jun 20Accelink Technologies Co,Ltd. Announces Board AppointmentsAccelink Technologies Co,Ltd. held its 1st Extraordinary General Meeting of 2024 on 18 June 2024, Li Guoqing, non-independent director, Li Xingqun, non-independent director.Price Target Changed • May 01Price target increased by 8.8% to CN¥32.18Up from CN¥29.58, the current price target is an average from 5 analysts. New target price is 14% below last closing price of CN¥37.63. Stock is up 57% over the past year. The company is forecast to post earnings per share of CN¥1.01 for next year compared to CN¥0.83 last year.お知らせ • Apr 28Accelink Technologies Co,Ltd., Annual General Meeting, May 17, 2024Accelink Technologies Co,Ltd., Annual General Meeting, May 17, 2024, at 14:30 China Standard Time. Location: The Company's Meeting Room, Wuhan, Hubei China Agenda: To consider 2023 work report of the board of directors; to consider 2023 work report of the supervisory committee; to consider 2023 annual accounts report; to consider 2023 annual report and its summary; to consider 2024 estimated continuing connected transactions; to consider 2023 profit distribution plan; to consider 2023 provision for assets impairment; to consider 2024 quota for credit and loan business; to consider connected transactions regarding a financial service agreement to be signed with a company; to consider change of the Company's registered capital and amendments to the Company's articles of association; and to transact other business.お知らせ • Apr 27Accelink Technologies Co,Ltd. Proposes Final Cash Dividend for 2023Accelink Technologies Co,Ltd. proposed final cash dividend of CNY 2.40000000 per 10 shares (tax included) for 2023.Reported Earnings • Apr 26First quarter 2024 earnings released: EPS: CN¥0.10 (vs CN¥0.13 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.10 (down from CN¥0.13 in 1Q 2023). Revenue: CN¥1.29b (up 1.8% from 1Q 2023). Net income: CN¥77.4m (down 24% from 1Q 2023). Profit margin: 6.0% (down from 8.1% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 23% 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 fallen by 3% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.Buy Or Sell Opportunity • Apr 10Now 21% undervaluedOver the last 90 days, the stock has risen 35% to CN¥33.60. The fair value is estimated to be CN¥42.41, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to grow by 49% in 2 years. Earnings are forecast to grow by 67% in the next 2 years.お知らせ • Mar 30Accelink Technologies Co,Ltd. to Report Q1, 2024 Results on Apr 26, 2024Accelink Technologies Co,Ltd. announced that they will report Q1, 2024 results on Apr 26, 2024Valuation Update With 7 Day Price Move • Mar 07Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥35.42, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 22x in the Electronic industry in China. Total returns to shareholders of 60% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥42.44 per share.Valuation Update With 7 Day Price Move • Feb 22Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥27.39, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 19x in the Electronic industry in China. Total returns to shareholders of 15% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥42.43 per share.Valuation Update With 7 Day Price Move • Jan 31Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥21.72, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 18x in the Electronic industry in China. Total loss to shareholders of 9.4% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥38.73 per share.お知らせ • Dec 30Accelink Technologies Co,Ltd. to Report Fiscal Year 2023 Results on Apr 26, 2024Accelink Technologies Co,Ltd. announced that they will report fiscal year 2023 results on Apr 26, 2024Reported Earnings • Nov 01Third quarter 2023 earnings released: EPS: CN¥0.30 (vs CN¥0.27 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.30. Revenue: CN¥1.51b (down 13% from 3Q 2022). Net income: CN¥175.5m (down 3.1% from 3Q 2022). Profit margin: 12% (up from 10% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Electronic industry in China.Major Estimate Revision • Oct 31Consensus revenue estimates fall by 11%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥6.89b to CN¥6.15b. EPS estimate fell from CN¥0.781 to CN¥0.701 per share. Net income forecast to grow 25% next year vs 71% growth forecast for Electronic industry in China. Consensus price target up from CN¥29.38 to CN¥29.98. Share price was steady at CN¥26.86 over the past week.Valuation Update With 7 Day Price Move • Oct 23Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to CN¥26.61, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 20x in the Electronic industry in China. Total loss to shareholders of 15% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥19.36 per share.Valuation Update With 7 Day Price Move • Sep 14Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥32.24, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 21x in the Electronic industry in China. Total loss to shareholders of 3.1% over the past three years.New Risk • Aug 30New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 20% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.4% average weekly change). Minor Risks Large one-off items impacting financial results. Shareholders have been diluted in the past year (14% increase in shares outstanding).Major Estimate Revision • Aug 29Consensus EPS estimates fall by 14%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from CN¥0.84 to CN¥0.725. Revenue forecast unchanged from CN¥6.24b at last update. Net income forecast to grow 9.6% next year vs 59% growth forecast for Electronic industry in China. Consensus price target of CN¥27.10 unchanged from last update. Share price fell 3.5% to CN¥27.48 over the past week.お知らせ • Jul 01Accelink Technologies Co,Ltd. Announces Final Profit Distribution Plan to Be Implemented (A Shares) for 2022, Payable on 07 July 2023Accelink Technologies Co,Ltd. announced 2022 final profit distribution plan to be implemented (A shares) Cash dividend/10 shares (tax included): CNY 1.70000000. Record date: 06 July 2023, Ex-date: 07 July 2023, Payment date: 07 July 2023.Valuation Update With 7 Day Price Move • Jun 14Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥31.87, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 24x in the Electronic industry in China. Negligible returns to shareholders over past three years.お知らせ • May 19Accelink Technologies Co,Ltd. Announces Cash Dividend for 2022Accelink Technologies Co,Ltd. announced Cash dividend/10 shares (tax included) of CNY 1.70000000 for 2022 at the Annual General Meeting held on May 17, 2023.Valuation Update With 7 Day Price Move • May 18Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥27.09, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 22x in the Electronic industry in China. Total loss to shareholders of 5.3% over the past three years.Major Estimate Revision • Apr 29Consensus EPS estimates fall by 16%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from CN¥0.989 to CN¥0.828 per share. Revenue forecast steady at CN¥7.87b. Net income forecast to grow 13% next year vs 53% growth forecast for Electronic industry in China. Consensus price target up from CN¥21.38 to CN¥23.33. Share price fell 15% to CN¥23.95 over the past week.Valuation Update With 7 Day Price Move • Apr 27Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to CN¥23.18, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 22x in the Electronic industry in China. Total loss to shareholders of 20% over the past three years.Major Estimate Revision • Apr 26Consensus EPS estimates fall by 11%, revenue upgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast increased from CN¥7.85b to CN¥8.11b. EPS estimate fell from CN¥0.981 to CN¥0.875 per share. Net income forecast to grow 17% next year vs 43% growth forecast for Electronic industry in China. Consensus price target up from CN¥19.96 to CN¥21.38. Share price fell 13% to CN¥24.98 over the past week.Price Target Changed • Apr 21Price target increased by 7.1% to CN¥21.38Up from CN¥19.96, the current price target is an average from 6 analysts. New target price is 25% below last closing price of CN¥28.34. Stock is up 84% over the past year. The company is forecast to post earnings per share of CN¥0.88 for next year compared to CN¥0.85 last year.Valuation Update With 7 Day Price Move • Mar 23Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥25.56, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 26x in the Electronic industry in China. Total loss to shareholders of 24% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥23.19 per share.Valuation Update With 7 Day Price Move • Feb 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥19.92, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 26x in the Electronic industry in China. Total loss to shareholders of 28% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥22.95 per share.Price Target Changed • Dec 27Price target decreased to CN¥18.59Down from CN¥20.27, the current price target is an average from 7 analysts. New target price is 18% above last closing price of CN¥15.79. Stock is down 30% over the past year. The company is forecast to post earnings per share of CN¥0.89 for next year compared to CN¥0.85 last year.Board Change • Nov 16High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. 2 experienced directors. 3 highly experienced directors. Chairman of the Supervisory Board Jian Hua Chen is the most experienced director on the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Price Target Changed • Oct 28Price target decreased to CN¥20.53Down from CN¥22.33, the current price target is an average from 8 analysts. New target price is 25% above last closing price of CN¥16.40. Stock is down 24% over the past year. The company is forecast to post earnings per share of CN¥0.89 for next year compared to CN¥0.85 last year.Reported Earnings • Oct 28Third quarter 2022 earnings: EPS exceeds analyst expectationsThird quarter 2022 results: EPS: CN¥0.27 (up from CN¥0.25 in 3Q 2021). Revenue: CN¥1.74b (up 9.2% from 3Q 2021). Net income: CN¥181.2m (up 11% from 3Q 2021). Profit margin: 10% (in line with 3Q 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 42%. Revenue is forecast to grow 11% 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 16% per year, which means it is significantly lagging earnings.お知らせ • Sep 15Accelink Technologies Co,Ltd. Announces Executive ChangesAccelink Technologies Co,Ltd. announced that at the Extraordinary General Meeting of 2022 held on 13 September 2022 elected Ding Feng, Lei Xinsheng and Jin Zhengwang as non-independent directors, elected Hu Huaxia, Ma Hong, Wang Zheng, Sun Jin as independent directors and elected Luo Feng and Hua Xiaodong as supervisors.Major Estimate Revision • Sep 01Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from CN¥7.16b to CN¥7.31b. EPS estimate fell from CN¥0.90 to CN¥0.78 per share. Net income forecast to grow 15% next year vs 46% growth forecast for Electronic industry in China. Consensus price target broadly unchanged at CN¥22.73. Share price fell 3.9% to CN¥17.58 over the past week.Reported Earnings • Aug 26Second quarter 2022 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2022 results: EPS: CN¥0.25 (up from CN¥0.23 in 2Q 2021). Revenue: CN¥1.83b (up 13% from 2Q 2021). Net income: CN¥167.9m (up 4.3% from 2Q 2021). Profit margin: 9.2% (in line with 2Q 2021). Revenue exceeded analyst estimates by 3.9%. Earnings per share (EPS) also surpassed analyst estimates by 5.4%. Over the next year, revenue is forecast to grow 9.7%, compared to a 25% 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 fallen by 14% per year, which means it is significantly lagging earnings.Price Target Changed • Aug 20Price target decreased to CN¥22.35Down from CN¥24.29, the current price target is an average from 8 analysts. New target price is 17% above last closing price of CN¥19.18. Stock is down 24% over the past year. The company is forecast to post earnings per share of CN¥0.90 for next year compared to CN¥0.85 last year.Price Target Changed • Jun 29Price target decreased to CN¥24.29Down from CN¥27.18, the current price target is an average from 11 analysts. New target price is 35% above last closing price of CN¥17.94. Stock is down 27% over the past year. The company is forecast to post earnings per share of CN¥0.92 for next year compared to CN¥0.85 last year.お知らせ • Jun 11Accelink Technologies Co., Ltd. Proposes Final Cash Dividend for the Year 2021, Payable on 17 June 2022Accelink Technologies Co,Ltd. proposed a final dividend (tax included) of CNY 1.7 per ten share for the year 2021. Record date is 16 June 2022, Ex-date is 17 June 2022 and Payment date is 17 June 2022.Price Target Changed • May 13Price target decreased to CN¥24.87Down from CN¥27.18, the current price target is an average from 12 analysts. New target price is 59% above last closing price of CN¥15.66. Stock is down 32% over the past year. The company is forecast to post earnings per share of CN¥0.93 for next year compared to CN¥0.85 last year.お知らせ • May 12Accelink Technologies Co,Ltd. Approves Cash Dividend for the Year 2021Accelink Technologies Co,Ltd. announced that in its AGM held on 09 May 2022, approved Cash dividend/10 shares (tax included): CNY 1.70000000 for the year 2021.株主還元002281CN ElectronicCN 市場7D19.4%-0.9%-2.4%1Y459.3%111.8%33.8%株主還元を見る業界別リターン: 002281過去 1 年間で111.8 % 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: 002281過去 1 年間で33.8 % の収益を上げたCN市場を上回りました。価格変動Is 002281's price volatile compared to industry and market?002281 volatility002281 Average Weekly Movement10.8%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: 002281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: 002281の weekly volatility ( 11% ) は過去 1 年間安定していますが、依然としてCNの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19764,945Qiang Gao Huwww.accelink.comAccelink Technologies Co,Ltd.は、主に中国で光電子チップ、デバイス、モジュール、サブシステム製品の研究、開発、製造、販売、技術サービスを行っている。同社は、伝送用光トランシーバーモジュール、光ファイバーアンプ、光パッシブデバイス、スマート光デバイスなどの伝送製品、固定ネットワークアクセスおよび無線アクセス製品、データセンター、企業ネットワーク、ストレージネットワーク、その他の分野で使用される光電子デバイス、モジュール、ボード、AOC製品などのデータ通信製品を提供している。また、アクティブ光ケーブル、波長管理モジュール、通信コンポーネント、サブシステム、ソフトウェア開発サービスも提供している。同社は1976年に設立され、中華人民共和国の武漢に本社を置いている。もっと見るAccelink Technologies Co,Ltd. 基礎のまとめAccelink Technologies CoLtd の収益と売上を時価総額と比較するとどうか。002281 基礎統計学時価総額CN¥190.70b収益（TTM）CN¥1.04b売上高(TTM)CN¥12.48b184.1xPER（株価収益率15.3xP/Sレシオ002281 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002281 損益計算書（TTM）収益CN¥12.48b売上原価CN¥9.83b売上総利益CN¥2.65bその他の費用CN¥1.62b収益CN¥1.04b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）1.28グロス・マージン21.25%純利益率8.30%有利子負債／自己資本比率2.6%002281 の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/20 01:27終値2026/05/20 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Accelink Technologies Co,Ltd. 7 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。22 アナリスト機関Liangbi ZhaoChina Galaxy Securities Co., Ltd.Xinyi ZhengChina International Capital Corporation LimitedHeran LiCitic Securities Co., Ltd.19 その他のアナリストを表示
Major Estimate Revision • May 15Consensus revenue estimates fall by 11%The consensus outlook for revenues in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from CN¥16.6b to CN¥14.8b. EPS estimate fell from CN¥1.96 to CN¥1.92 per share. Net income forecast to grow 62% next year vs 49% growth forecast for Electronic industry in China. Consensus price target up from CN¥83.32 to CN¥116. Share price rose 8.7% to CN¥196 over the past week.
Board Change • May 06High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Yong Zhao was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
New Risk • Apr 23New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 22% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.8% average weekly change). Minor Risk Large one-off items impacting financial results.
Reported Earnings • Apr 23First quarter 2026 earnings released: EPS: CN¥0.30 (vs CN¥0.19 in 1Q 2025)First quarter 2026 results: EPS: CN¥0.30 (up from CN¥0.19 in 1Q 2025). Revenue: CN¥2.77b (up 25% from 1Q 2025). Net income: CN¥239.9m (up 60% from 1Q 2025). Profit margin: 8.7% (up from 6.8% in 1Q 2025). Revenue is forecast to grow 20% 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 19% per year but the company’s share price has increased by 78% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 23Accelink Technologies Co,Ltd., Annual General Meeting, May 13, 2026Accelink Technologies Co,Ltd., Annual General Meeting, May 13, 2026, at 14:30 China Standard Time. Location: F1-1, No. 1, Liusu South Road, Donghu New Technology Development Zone, Wuhan, Hubei China
New Risk • Apr 17New 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 10% 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. This is currently the only risk that has been identified for the company.
Major Estimate Revision • May 15Consensus revenue estimates fall by 11%The consensus outlook for revenues in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from CN¥16.6b to CN¥14.8b. EPS estimate fell from CN¥1.96 to CN¥1.92 per share. Net income forecast to grow 62% next year vs 49% growth forecast for Electronic industry in China. Consensus price target up from CN¥83.32 to CN¥116. Share price rose 8.7% to CN¥196 over the past week.
Board Change • May 06High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Yong Zhao was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
New Risk • Apr 23New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 22% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.8% average weekly change). Minor Risk Large one-off items impacting financial results.
Reported Earnings • Apr 23First quarter 2026 earnings released: EPS: CN¥0.30 (vs CN¥0.19 in 1Q 2025)First quarter 2026 results: EPS: CN¥0.30 (up from CN¥0.19 in 1Q 2025). Revenue: CN¥2.77b (up 25% from 1Q 2025). Net income: CN¥239.9m (up 60% from 1Q 2025). Profit margin: 8.7% (up from 6.8% in 1Q 2025). Revenue is forecast to grow 20% 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 19% per year but the company’s share price has increased by 78% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 23Accelink Technologies Co,Ltd., Annual General Meeting, May 13, 2026Accelink Technologies Co,Ltd., Annual General Meeting, May 13, 2026, at 14:30 China Standard Time. Location: F1-1, No. 1, Liusu South Road, Donghu New Technology Development Zone, Wuhan, Hubei China
New Risk • Apr 17New 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 10% 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. This is currently the only risk that has been identified for the company.
お知らせ • Mar 31Accelink Technologies Co,Ltd. to Report Q1, 2026 Results on Apr 23, 2026Accelink Technologies Co,Ltd. announced that they will report Q1, 2026 results on Apr 23, 2026
Buy Or Sell Opportunity • Mar 13Now 27% undervaluedOver the last 90 days, the stock has risen 32% to CN¥88.94. The fair value is estimated to be CN¥122, 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 8.1%. Revenue is forecast to grow by 47% in 2 years. Earnings are forecast to grow by 94% in the next 2 years.
Price Target Changed • Mar 03Price target increased by 7.0% to CN¥70.24Up from CN¥65.63, the current price target is an average from 6 analysts. New target price is 8.1% below last closing price of CN¥76.41. Stock is up 49% over the past year. The company is forecast to post earnings per share of CN¥1.30 for next year compared to CN¥0.85 last year.
New Risk • Jan 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 7.2% 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. This is currently the only risk that has been identified for the company.
お知らせ • Dec 31Accelink Technologies Co,Ltd. to Report Fiscal Year 2025 Results on Apr 23, 2026Accelink Technologies Co,Ltd. announced that they will report fiscal year 2025 results on Apr 23, 2026
Price Target Changed • Nov 22Price target increased by 14% to CN¥63.52Up from CN¥55.82, the current price target is an average from 6 analysts. New target price is 17% above last closing price of CN¥54.40. Stock is up 28% over the past year. The company is forecast to post earnings per share of CN¥1.30 for next year compared to CN¥0.85 last year.
お知らせ • Nov 12Accelink Technologies Co,Ltd. Announces Board AppointmentsAccelink Technologies Co,Ltd. in its Extraordinary General Meeting of 2025 held on 10 November 2025 approved to appoint Zong Yuran as non-independent director and Zhao Yong as independent director.
Major Estimate Revision • Nov 08Consensus EPS estimates increase by 10%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from CN¥1.18 to CN¥1.30. Revenue forecast steady at CN¥11.0b. Net income forecast to grow 42% next year vs 50% growth forecast for Electronic industry in China. Consensus price target broadly unchanged at CN¥56.42. Share price fell 2.4% to CN¥61.48 over the past week.
Reported Earnings • Oct 25Third quarter 2025 earnings released: EPS: CN¥0.46 (vs CN¥0.33 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.46 (up from CN¥0.33 in 3Q 2024). Revenue: CN¥3.29b (up 45% from 3Q 2024). Net income: CN¥346.6m (up 35% from 3Q 2024). Profit margin: 11% (in line with 3Q 2024). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 57% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Oct 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 9.0% 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 Risks Share price has been highly volatile over the past 3 months (9.0% average weekly change). High level of non-cash earnings (41% accrual ratio).
お知らせ • Sep 30Accelink Technologies Co,Ltd. to Report Q3, 2025 Results on Oct 25, 2025Accelink Technologies Co,Ltd. announced that they will report Q3, 2025 results on Oct 25, 2025
Valuation Update With 7 Day Price Move • Sep 16Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥67.51, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 32x in the Electronic industry in China. Total returns to shareholders of 325% over the past three years.
お知らせ • Sep 10Accelink Technologies Co,Ltd. announced that it expects to receive funding from China Information and Communications Technology Group Co., Ltd. and other investorsAccelink Technologies Co,Ltd. announced a private placement to issue 242,055,525 A shares for gross proceeds of CNY 3,500,000,000 on September 9, 2025. The issue price will not lower than 80% of the average trading price of the company’s shares in the 20 trading days before the pricing reference date. The shares issued to China Information and Communications Technology Group Co., Ltd. are subject to 18 months lock up period and issued to other investors are subject to 6 months lock up period. The transaction includes participation from 35 investors, including returning investor, China Information and Communications Technology Group Co., Ltd. The transaction has been approved by the shareholders in the 28th meeting of the 7th board of directors. The transaction is subject to approval from company's shareholders, Shenzhen Stock Exchange and China Securities Regulatory Commission.
Reported Earnings • Aug 31Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: CN¥0.28 (up from CN¥0.17 in 2Q 2024). Revenue: CN¥3.02b (up 66% from 2Q 2024). Net income: CN¥222.2m (up 70% from 2Q 2024). Profit margin: 7.4% (up from 7.2% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 24%. Earnings per share (EPS) also surpassed analyst estimates by 27%. Revenue is forecast to grow 17% 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 3% 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 • Aug 30Price target increased by 8.4% to CN¥48.82Up from CN¥45.02, the current price target is an average from 5 analysts. New target price is 29% below last closing price of CN¥68.71. Stock is up 136% over the past year. The company is forecast to post earnings per share of CN¥1.31 for next year compared to CN¥0.85 last year.
New Risk • Aug 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 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: Major Risk High level of non-cash earnings (36% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (6.7% average weekly change).
Valuation Update With 7 Day Price Move • Aug 25Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥62.35, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 32x in the Electronic industry in China. Total returns to shareholders of 247% over the past three years.
お知らせ • Jul 02Accelink Technologies Co,Ltd. to Report First Half, 2025 Results on Aug 28, 2025Accelink Technologies Co,Ltd. announced that they will report first half, 2025 results on Aug 28, 2025
Price Target Changed • May 20Price target increased by 8.0% to CN¥48.50Up from CN¥44.92, the current price target is an average from 6 analysts. New target price is 13% above last closing price of CN¥43.06. Stock is up 17% over the past year. The company is forecast to post earnings per share of CN¥1.31 for next year compared to CN¥0.85 last year.
お知らせ • May 16Accelink Technologies Co,Ltd. Approves Cash Dividend for 2024Accelink Technologies Co,Ltd. at its Annual General Meeting held on 14 May 2025 approved cash dividend of CNY 2.60000000 per 10 shares (tax included) for 2024.
お知らせ • Apr 25Accelink Technologies Co,Ltd. Proposes Final Cash Dividend for 2024Accelink Technologies Co,Ltd. proposed final cash dividend of CNY 2.60000000 per 10 shares (tax included) for 2024.
Reported Earnings • Apr 24First quarter 2025 earnings released: EPS: CN¥0.19 (vs CN¥0.10 in 1Q 2024)First quarter 2025 results: EPS: CN¥0.19 (up from CN¥0.10 in 1Q 2024). Revenue: CN¥2.22b (up 72% from 1Q 2024). Net income: CN¥150.2m (up 94% from 1Q 2024). Profit margin: 6.8% (up from 6.0% in 1Q 2024). Revenue is forecast to grow 19% 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 fallen by 1% per year but the company’s share price has increased by 42% per year, which means it is well ahead of earnings.
お知らせ • Apr 24Accelink Technologies Co,Ltd., Annual General Meeting, May 14, 2025Accelink Technologies Co,Ltd., Annual General Meeting, May 14, 2025, at 14:30 China Standard Time. Location: 1F, Building F1, No. 1, Liusu South Road, Donghu New Technology Development Zone, Wuhan, Hubei China
お知らせ • Mar 31Accelink Technologies Co,Ltd. to Report Q1, 2025 Results on Apr 24, 2025Accelink Technologies Co,Ltd. announced that they will report Q1, 2025 results on Apr 24, 2025
New Risk • Mar 21New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 0.5% 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. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (32% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (8.1% average weekly change).
Price Target Changed • Feb 25Price target increased by 7.6% to CN¥44.92Up from CN¥41.75, the current price target is an average from 6 analysts. New target price is 20% below last closing price of CN¥56.10. Stock is up 91% over the past year. The company is forecast to post earnings per share of CN¥0.95 for next year compared to CN¥0.83 last year.
Valuation Update With 7 Day Price Move • Jan 02Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥50.52, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 26x in the Electronic industry in China. Total returns to shareholders of 125% over the past three years.
お知らせ • Dec 31Accelink Technologies Co,Ltd. to Report Fiscal Year 2024 Results on Apr 24, 2025Accelink Technologies Co,Ltd. announced that they will report fiscal year 2024 results on Apr 24, 2025
Valuation Update With 7 Day Price Move • Dec 16Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥47.79, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 26x in the Electronic industry in China. Total returns to shareholders of 120% over the past three years.
Price Target Changed • Nov 07Price target increased by 11% to CN¥39.68Up from CN¥35.88, the current price target is an average from 5 analysts. New target price is 12% below last closing price of CN¥45.29. Stock is up 53% over the past year. The company is forecast to post earnings per share of CN¥0.95 for next year compared to CN¥0.83 last year.
Valuation Update With 7 Day Price Move • Nov 05Investor sentiment improves as stock rises 22%After last week's 22% share price gain to CN¥45.73, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 25x in the Electronic industry in China. Total returns to shareholders of 109% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥80.06 per share.
Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: CN¥0.33 (vs CN¥0.30 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.33 (up from CN¥0.30 in 3Q 2023). Revenue: CN¥2.27b (up 50% from 3Q 2023). Net income: CN¥255.3m (up 46% from 3Q 2023). Profit margin: 11% (in line with 3Q 2023). Revenue is forecast to grow 24% 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 3% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Oct 22Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥37.95, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 26x in the Electronic industry in China. Total returns to shareholders of 72% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥21.55 per share.
お知らせ • Sep 30Accelink Technologies Co,Ltd. to Report Q3, 2024 Results on Oct 30, 2024Accelink Technologies Co,Ltd. announced that they will report Q3, 2024 results on Oct 30, 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¥33.61, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 21x in the Electronic industry in China. Total returns to shareholders of 53% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥21.57 per share.
Reported Earnings • Aug 26Second quarter 2024 earnings released: EPS: CN¥0.17 (vs CN¥0.19 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.17 (down from CN¥0.19 in 2Q 2023). Revenue: CN¥1.82b (up 18% from 2Q 2023). Net income: CN¥131.3m (down 4.0% from 2Q 2023). Profit margin: 7.2% (down from 8.8% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 24% 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 3% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
Price Target Changed • Jul 08Price target increased by 7.0% to CN¥37.88Up from CN¥35.40, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of CN¥36.96. Stock is up 4.5% over the past year. The company is forecast to post earnings per share of CN¥0.98 for next year compared to CN¥0.83 last year.
Declared Dividend • Jul 06Dividend increased to CN¥0.24Dividend of CN¥0.24 is 41% higher than last year. Ex-date: 12th July 2024 Payment date: 12th July 2024 Dividend yield will be 0.6%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (30% earnings payout ratio) but not covered by cash flows (100% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 81% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 29Accelink Technologies Co,Ltd. to Report First Half, 2024 Results on Aug 24, 2024Accelink Technologies Co,Ltd. announced that they will report first half, 2024 results on Aug 24, 2024
お知らせ • Jun 20Accelink Technologies Co,Ltd. Announces Board AppointmentsAccelink Technologies Co,Ltd. held its 1st Extraordinary General Meeting of 2024 on 18 June 2024, Li Guoqing, non-independent director, Li Xingqun, non-independent director.
Price Target Changed • May 01Price target increased by 8.8% to CN¥32.18Up from CN¥29.58, the current price target is an average from 5 analysts. New target price is 14% below last closing price of CN¥37.63. Stock is up 57% over the past year. The company is forecast to post earnings per share of CN¥1.01 for next year compared to CN¥0.83 last year.
お知らせ • Apr 28Accelink Technologies Co,Ltd., Annual General Meeting, May 17, 2024Accelink Technologies Co,Ltd., Annual General Meeting, May 17, 2024, at 14:30 China Standard Time. Location: The Company's Meeting Room, Wuhan, Hubei China Agenda: To consider 2023 work report of the board of directors; to consider 2023 work report of the supervisory committee; to consider 2023 annual accounts report; to consider 2023 annual report and its summary; to consider 2024 estimated continuing connected transactions; to consider 2023 profit distribution plan; to consider 2023 provision for assets impairment; to consider 2024 quota for credit and loan business; to consider connected transactions regarding a financial service agreement to be signed with a company; to consider change of the Company's registered capital and amendments to the Company's articles of association; and to transact other business.
お知らせ • Apr 27Accelink Technologies Co,Ltd. Proposes Final Cash Dividend for 2023Accelink Technologies Co,Ltd. proposed final cash dividend of CNY 2.40000000 per 10 shares (tax included) for 2023.
Reported Earnings • Apr 26First quarter 2024 earnings released: EPS: CN¥0.10 (vs CN¥0.13 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.10 (down from CN¥0.13 in 1Q 2023). Revenue: CN¥1.29b (up 1.8% from 1Q 2023). Net income: CN¥77.4m (down 24% from 1Q 2023). Profit margin: 6.0% (down from 8.1% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 23% 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 fallen by 3% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.
Buy Or Sell Opportunity • Apr 10Now 21% undervaluedOver the last 90 days, the stock has risen 35% to CN¥33.60. The fair value is estimated to be CN¥42.41, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to grow by 49% in 2 years. Earnings are forecast to grow by 67% in the next 2 years.
お知らせ • Mar 30Accelink Technologies Co,Ltd. to Report Q1, 2024 Results on Apr 26, 2024Accelink Technologies Co,Ltd. announced that they will report Q1, 2024 results on Apr 26, 2024
Valuation Update With 7 Day Price Move • Mar 07Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥35.42, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 22x in the Electronic industry in China. Total returns to shareholders of 60% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥42.44 per share.
Valuation Update With 7 Day Price Move • Feb 22Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥27.39, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 19x in the Electronic industry in China. Total returns to shareholders of 15% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥42.43 per share.
Valuation Update With 7 Day Price Move • Jan 31Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥21.72, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 18x in the Electronic industry in China. Total loss to shareholders of 9.4% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥38.73 per share.
お知らせ • Dec 30Accelink Technologies Co,Ltd. to Report Fiscal Year 2023 Results on Apr 26, 2024Accelink Technologies Co,Ltd. announced that they will report fiscal year 2023 results on Apr 26, 2024
Reported Earnings • Nov 01Third quarter 2023 earnings released: EPS: CN¥0.30 (vs CN¥0.27 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.30. Revenue: CN¥1.51b (down 13% from 3Q 2022). Net income: CN¥175.5m (down 3.1% from 3Q 2022). Profit margin: 12% (up from 10% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Electronic industry in China.
Major Estimate Revision • Oct 31Consensus revenue estimates fall by 11%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥6.89b to CN¥6.15b. EPS estimate fell from CN¥0.781 to CN¥0.701 per share. Net income forecast to grow 25% next year vs 71% growth forecast for Electronic industry in China. Consensus price target up from CN¥29.38 to CN¥29.98. Share price was steady at CN¥26.86 over the past week.
Valuation Update With 7 Day Price Move • Oct 23Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to CN¥26.61, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 20x in the Electronic industry in China. Total loss to shareholders of 15% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥19.36 per share.
Valuation Update With 7 Day Price Move • Sep 14Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥32.24, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 21x in the Electronic industry in China. Total loss to shareholders of 3.1% over the past three years.
New Risk • Aug 30New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 20% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.4% average weekly change). Minor Risks Large one-off items impacting financial results. Shareholders have been diluted in the past year (14% increase in shares outstanding).
Major Estimate Revision • Aug 29Consensus EPS estimates fall by 14%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from CN¥0.84 to CN¥0.725. Revenue forecast unchanged from CN¥6.24b at last update. Net income forecast to grow 9.6% next year vs 59% growth forecast for Electronic industry in China. Consensus price target of CN¥27.10 unchanged from last update. Share price fell 3.5% to CN¥27.48 over the past week.
お知らせ • Jul 01Accelink Technologies Co,Ltd. Announces Final Profit Distribution Plan to Be Implemented (A Shares) for 2022, Payable on 07 July 2023Accelink Technologies Co,Ltd. announced 2022 final profit distribution plan to be implemented (A shares) Cash dividend/10 shares (tax included): CNY 1.70000000. Record date: 06 July 2023, Ex-date: 07 July 2023, Payment date: 07 July 2023.
Valuation Update With 7 Day Price Move • Jun 14Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥31.87, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 24x in the Electronic industry in China. Negligible returns to shareholders over past three years.
お知らせ • May 19Accelink Technologies Co,Ltd. Announces Cash Dividend for 2022Accelink Technologies Co,Ltd. announced Cash dividend/10 shares (tax included) of CNY 1.70000000 for 2022 at the Annual General Meeting held on May 17, 2023.
Valuation Update With 7 Day Price Move • May 18Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥27.09, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 22x in the Electronic industry in China. Total loss to shareholders of 5.3% over the past three years.
Major Estimate Revision • Apr 29Consensus EPS estimates fall by 16%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from CN¥0.989 to CN¥0.828 per share. Revenue forecast steady at CN¥7.87b. Net income forecast to grow 13% next year vs 53% growth forecast for Electronic industry in China. Consensus price target up from CN¥21.38 to CN¥23.33. Share price fell 15% to CN¥23.95 over the past week.
Valuation Update With 7 Day Price Move • Apr 27Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to CN¥23.18, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 22x in the Electronic industry in China. Total loss to shareholders of 20% over the past three years.
Major Estimate Revision • Apr 26Consensus EPS estimates fall by 11%, revenue upgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast increased from CN¥7.85b to CN¥8.11b. EPS estimate fell from CN¥0.981 to CN¥0.875 per share. Net income forecast to grow 17% next year vs 43% growth forecast for Electronic industry in China. Consensus price target up from CN¥19.96 to CN¥21.38. Share price fell 13% to CN¥24.98 over the past week.
Price Target Changed • Apr 21Price target increased by 7.1% to CN¥21.38Up from CN¥19.96, the current price target is an average from 6 analysts. New target price is 25% below last closing price of CN¥28.34. Stock is up 84% over the past year. The company is forecast to post earnings per share of CN¥0.88 for next year compared to CN¥0.85 last year.
Valuation Update With 7 Day Price Move • Mar 23Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥25.56, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 26x in the Electronic industry in China. Total loss to shareholders of 24% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥23.19 per share.
Valuation Update With 7 Day Price Move • Feb 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥19.92, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 26x in the Electronic industry in China. Total loss to shareholders of 28% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥22.95 per share.
Price Target Changed • Dec 27Price target decreased to CN¥18.59Down from CN¥20.27, the current price target is an average from 7 analysts. New target price is 18% above last closing price of CN¥15.79. Stock is down 30% over the past year. The company is forecast to post earnings per share of CN¥0.89 for next year compared to CN¥0.85 last year.
Board Change • Nov 16High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. 2 experienced directors. 3 highly experienced directors. Chairman of the Supervisory Board Jian Hua Chen is the most experienced director on the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Price Target Changed • Oct 28Price target decreased to CN¥20.53Down from CN¥22.33, the current price target is an average from 8 analysts. New target price is 25% above last closing price of CN¥16.40. Stock is down 24% over the past year. The company is forecast to post earnings per share of CN¥0.89 for next year compared to CN¥0.85 last year.
Reported Earnings • Oct 28Third quarter 2022 earnings: EPS exceeds analyst expectationsThird quarter 2022 results: EPS: CN¥0.27 (up from CN¥0.25 in 3Q 2021). Revenue: CN¥1.74b (up 9.2% from 3Q 2021). Net income: CN¥181.2m (up 11% from 3Q 2021). Profit margin: 10% (in line with 3Q 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 42%. Revenue is forecast to grow 11% 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 16% per year, which means it is significantly lagging earnings.
お知らせ • Sep 15Accelink Technologies Co,Ltd. Announces Executive ChangesAccelink Technologies Co,Ltd. announced that at the Extraordinary General Meeting of 2022 held on 13 September 2022 elected Ding Feng, Lei Xinsheng and Jin Zhengwang as non-independent directors, elected Hu Huaxia, Ma Hong, Wang Zheng, Sun Jin as independent directors and elected Luo Feng and Hua Xiaodong as supervisors.
Major Estimate Revision • Sep 01Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from CN¥7.16b to CN¥7.31b. EPS estimate fell from CN¥0.90 to CN¥0.78 per share. Net income forecast to grow 15% next year vs 46% growth forecast for Electronic industry in China. Consensus price target broadly unchanged at CN¥22.73. Share price fell 3.9% to CN¥17.58 over the past week.
Reported Earnings • Aug 26Second quarter 2022 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2022 results: EPS: CN¥0.25 (up from CN¥0.23 in 2Q 2021). Revenue: CN¥1.83b (up 13% from 2Q 2021). Net income: CN¥167.9m (up 4.3% from 2Q 2021). Profit margin: 9.2% (in line with 2Q 2021). Revenue exceeded analyst estimates by 3.9%. Earnings per share (EPS) also surpassed analyst estimates by 5.4%. Over the next year, revenue is forecast to grow 9.7%, compared to a 25% 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 fallen by 14% per year, which means it is significantly lagging earnings.
Price Target Changed • Aug 20Price target decreased to CN¥22.35Down from CN¥24.29, the current price target is an average from 8 analysts. New target price is 17% above last closing price of CN¥19.18. Stock is down 24% over the past year. The company is forecast to post earnings per share of CN¥0.90 for next year compared to CN¥0.85 last year.
Price Target Changed • Jun 29Price target decreased to CN¥24.29Down from CN¥27.18, the current price target is an average from 11 analysts. New target price is 35% above last closing price of CN¥17.94. Stock is down 27% over the past year. The company is forecast to post earnings per share of CN¥0.92 for next year compared to CN¥0.85 last year.
お知らせ • Jun 11Accelink Technologies Co., Ltd. Proposes Final Cash Dividend for the Year 2021, Payable on 17 June 2022Accelink Technologies Co,Ltd. proposed a final dividend (tax included) of CNY 1.7 per ten share for the year 2021. Record date is 16 June 2022, Ex-date is 17 June 2022 and Payment date is 17 June 2022.
Price Target Changed • May 13Price target decreased to CN¥24.87Down from CN¥27.18, the current price target is an average from 12 analysts. New target price is 59% above last closing price of CN¥15.66. Stock is down 32% over the past year. The company is forecast to post earnings per share of CN¥0.93 for next year compared to CN¥0.85 last year.
お知らせ • May 12Accelink Technologies Co,Ltd. Approves Cash Dividend for the Year 2021Accelink Technologies Co,Ltd. announced that in its AGM held on 09 May 2022, approved Cash dividend/10 shares (tax included): CNY 1.70000000 for the year 2021.
