Jiangsu Rijiu Optoelectronics(003015)株式概要江蘇理珠光電股份有限公司 詳細003015 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1/6財務の健全性6/6配当金2/6報酬株価収益率( 39.4 x) CN市場( 45.1 x)を下回っています。リスク分析過去5年間で収益は年間3.1%減少しました。 1.61%の配当はフリーキャッシュフローで十分にカバーされていない すべてのリスクチェックを見る003015 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¥12.3910.1% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-4m898m2016201920222025202620282031Revenue CN¥898.0mEarnings CN¥118.8mAdvancedSet Fair ValueView all narrativesJiangsu Rijiu Optoelectronics Jointstock Co., Ltd 競合他社Shenzhen Longtech Smart ControlSymbol: SZSE:300916Market cap: CN¥3.4bSuzhou YourBest New-type MaterialsLtdSymbol: SZSE:301266Market cap: CN¥3.5bJiangsu Xiehe ElectronicLtdSymbol: SHSE:605258Market cap: CN¥2.9bJiangsu Luokai Mechanical &ElectricalSymbol: SHSE:603829Market cap: CN¥3.6b価格と性能株価の高値、安値、推移の概要Jiangsu Rijiu Optoelectronics過去の株価現在の株価CN¥12.3952週高値CN¥20.9452週安値CN¥11.96ベータ0.631ヶ月の変化-14.85%3ヶ月変化-27.92%1年変化-14.55%3年間の変化36.75%5年間の変化-3.28%IPOからの変化30.97%最新ニュースDeclared Dividend • May 18Dividend of CN¥0.20 announcedDividend of CN¥0.20 is the same as last year. Ex-date: 21st May 2026 Payment date: 21st May 2026 Dividend yield will be 1.4%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (64% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 5.9% per year over the past 5 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 29% to shift the payout ratio to a potentially unsustainable range, which is more than the 6.7% EPS decline seen over the last 5 years.Reported Earnings • Apr 29First quarter 2026 earnings released: EPS: CN¥0.04 (vs CN¥0.11 in 1Q 2025)First quarter 2026 results: EPS: CN¥0.04 (down from CN¥0.11 in 1Q 2025). Revenue: CN¥127.9m (down 7.7% from 1Q 2025). Net income: CN¥10.4m (down 63% from 1Q 2025). Profit margin: 8.1% (down from 20% in 1Q 2025). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 31Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd to Report Q1, 2026 Results on Apr 28, 2026Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd announced that they will report Q1, 2026 results on Apr 28, 2026Reported Earnings • Mar 24Full year 2025 earnings released: EPS: CN¥0.38 (vs CN¥0.25 in FY 2024)Full year 2025 results: EPS: CN¥0.38 (up from CN¥0.25 in FY 2024). Revenue: CN¥667.4m (up 14% from FY 2024). Net income: CN¥104.5m (up 55% from FY 2024). Profit margin: 16% (up from 12% 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 70% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 23Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd, Annual General Meeting, Apr 27, 2026Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd, Annual General Meeting, Apr 27, 2026, at 14:30 China Standard Time. Location: The Company's Meeting Room, Kunshan, Jiangsu ChinaValuation Update With 7 Day Price Move • Mar 23Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥14.60, the stock trades at a trailing P/E ratio of 45.8x. Average trailing P/E is 58x in the Electronic industry in China. Total returns to shareholders of 55% over the past three years.最新情報をもっと見るRecent updatesDeclared Dividend • May 18Dividend of CN¥0.20 announcedDividend of CN¥0.20 is the same as last year. Ex-date: 21st May 2026 Payment date: 21st May 2026 Dividend yield will be 1.4%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (64% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 5.9% per year over the past 5 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 29% to shift the payout ratio to a potentially unsustainable range, which is more than the 6.7% EPS decline seen over the last 5 years.Reported Earnings • Apr 29First quarter 2026 earnings released: EPS: CN¥0.04 (vs CN¥0.11 in 1Q 2025)First quarter 2026 results: EPS: CN¥0.04 (down from CN¥0.11 in 1Q 2025). Revenue: CN¥127.9m (down 7.7% from 1Q 2025). Net income: CN¥10.4m (down 63% from 1Q 2025). Profit margin: 8.1% (down from 20% in 1Q 2025). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 31Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd to Report Q1, 2026 Results on Apr 28, 2026Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd announced that they will report Q1, 2026 results on Apr 28, 2026Reported Earnings • Mar 24Full year 2025 earnings released: EPS: CN¥0.38 (vs CN¥0.25 in FY 2024)Full year 2025 results: EPS: CN¥0.38 (up from CN¥0.25 in FY 2024). Revenue: CN¥667.4m (up 14% from FY 2024). Net income: CN¥104.5m (up 55% from FY 2024). Profit margin: 16% (up from 12% 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 70% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 23Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd, Annual General Meeting, Apr 27, 2026Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd, Annual General Meeting, Apr 27, 2026, at 14:30 China Standard Time. Location: The Company's Meeting Room, Kunshan, Jiangsu ChinaValuation Update With 7 Day Price Move • Mar 23Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥14.60, the stock trades at a trailing P/E ratio of 45.8x. Average trailing P/E is 58x in the Electronic industry in China. Total returns to shareholders of 55% over the past three years.お知らせ • Dec 31Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd to Report Fiscal Year 2025 Results on Mar 24, 2026Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd announced that they will report fiscal year 2025 results on Mar 24, 2026Reported Earnings • Oct 22Third quarter 2025 earnings released: EPS: CN¥0.11 (vs CN¥0.092 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.11 (up from CN¥0.092 in 3Q 2024). Revenue: CN¥198.6m (up 21% from 3Q 2024). Net income: CN¥31.3m (up 35% from 3Q 2024). Profit margin: 16% (up from 14% 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 53% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 30Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd to Report Q3, 2025 Results on Oct 21, 2025Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd announced that they will report Q3, 2025 results on Oct 21, 2025Valuation Update With 7 Day Price Move • Aug 28Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥20.44, the stock trades at a trailing P/E ratio of 70.6x. Average trailing P/E is 62x in the Electronic industry in China. Total returns to shareholders of 130% over the past three years.Reported Earnings • Aug 17Second quarter 2025 earnings released: EPS: CN¥0.062 (vs CN¥0.11 in 2Q 2024)Second quarter 2025 results: EPS: CN¥0.062 (down from CN¥0.11 in 2Q 2024). Revenue: CN¥163.5m (up 1.8% from 2Q 2024). Net income: CN¥17.6m (down 35% from 2Q 2024). Profit margin: 11% (down from 17% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.New Risk • Jul 10New 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 6.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 32% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.8% average weekly change).お知らせ • Jul 02Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd to Report First Half, 2025 Results on Aug 12, 2025Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd announced that they will report first half, 2025 results on Aug 12, 2025Declared Dividend • May 28Dividend increased to CN¥0.20Dividend of CN¥0.20 is 100% higher than last year. Ex-date: 30th May 2025 Payment date: 30th May 2025 Dividend yield will be 1.4%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (57% earnings payout ratio) and cash flows (38% cash payout ratio). The dividend has increased by an average of 7.5% per year over the past 4 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 36% to shift the payout ratio to a potentially unsustainable range, which is more than the 3.5% EPS decline seen over the last 5 years.お知らせ • Apr 16Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd Proposes Final Cash Dividend for the Year 2024Jiangsu Rijiu Optoelectronics Jointstock Co. Ltd. announced on 15 April 2025 the profit distribution proposal for 2024 as Cash dividend/10 shares (tax included): CNY 2.00000000.Reported Earnings • Apr 15Full year 2024 earnings released: EPS: CN¥0.25 (vs CN¥0.06 loss in FY 2023)Full year 2024 results: EPS: CN¥0.25 (up from CN¥0.06 loss in FY 2023). Revenue: CN¥583.1m (up 22% from FY 2023). Net income: CN¥67.5m (up CN¥84.1m from FY 2023). Profit margin: 12% (up from net loss in FY 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.お知らせ • Apr 15Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd, Annual General Meeting, May 06, 2025Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd, Annual General Meeting, May 06, 2025, at 14:30 China Standard Time. Location: The Company's Meeting Room, Kunshan, Jiangsu Chinaお知らせ • Mar 31Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd to Report Q1, 2025 Results on Apr 22, 2025Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd announced that they will report Q1, 2025 results on Apr 22, 2025分析記事 • Feb 28Pinning Down Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd's (SZSE:003015) P/S Is Difficult Right NowWith a price-to-sales (or "P/S") ratio of 6.7x Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd ( SZSE:003015 ) may be...New Risk • Jan 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 9.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 46% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (9.5% average weekly change). Large one-off items impacting financial results.お知らせ • Dec 31Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd to Report Fiscal Year 2024 Results on Apr 15, 2025Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd announced that they will report fiscal year 2024 results on Apr 15, 2025分析記事 • Nov 18Is Jiangsu Rijiu Optoelectronics (SZSE:003015) Using Too Much Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Oct 22Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd's (SZSE:003015) 37% Price Boost Is Out Of Tune With RevenuesDespite an already strong run, Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd ( SZSE:003015 ) shares have been...分析記事 • Oct 20Returns On Capital Signal Tricky Times Ahead For Jiangsu Rijiu Optoelectronics (SZSE:003015)What trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...Reported Earnings • Oct 19Third quarter 2024 earnings released: EPS: CN¥0.092 (vs CN¥0.002 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.092 (up from CN¥0.002 in 3Q 2023). Revenue: CN¥163.9m (up 17% from 3Q 2023). Net income: CN¥23.2m (up CN¥21.4m from 3Q 2023). Profit margin: 14% (up from 1.3% in 3Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 79 percentage points per year, which is a significant difference in performance.お知らせ • Sep 30Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd to Report Q3, 2024 Results on Oct 18, 2024Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd announced that they will report Q3, 2024 results on Oct 18, 2024分析記事 • Aug 30Subdued Growth No Barrier To Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd (SZSE:003015) With Shares Advancing 29%The Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd ( SZSE:003015 ) share price has done very well over the last...New Risk • Aug 29New 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. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 51% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (220% payout ratio). Share price has been volatile over the past 3 months (7.2% average weekly change).分析記事 • Aug 12Jiangsu Rijiu Optoelectronics' (SZSE:003015) Earnings Seem To Be PromisingInvestors signalled that they were pleased with Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd's ( SZSE:003015...Reported Earnings • Aug 06Second quarter 2024 earnings released: EPS: CN¥0.11 (vs CN¥0.14 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.11. Revenue: CN¥160.5m (up 31% from 2Q 2023). Net income: CN¥26.8m (up 233% from 2Q 2023). Profit margin: 17% (up from 6.6% in 2Q 2023).お知らせ • Jun 29Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd to Report First Half, 2024 Results on Aug 06, 2024Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd announced that they will report first half, 2024 results on Aug 06, 2024分析記事 • May 13Jiangsu Rijiu Optoelectronics (SZSE:003015) Is Reducing Its Dividend To CN¥0.10The board of Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd ( SZSE:003015 ) has announced that the dividend on 20th...Declared Dividend • May 13Dividend reduced to CN¥0.10Dividend of CN¥0.10 is 50% lower than last year. Ex-date: 20th May 2024 Payment date: 20th May 2024 Dividend yield will be 1.0%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 8x earnings). However, it is covered by cash flows (59% cash payout ratio). The dividend has increased by an average of 10% per year over the past 3 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 790% to bring the payout ratio under control. However, EPS has declined by 57% over the last 5 years so the company would need to reverse this trend.お知らせ • May 11Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd Announces Cash Dividend on A Shares for the Year 2023, Payable on 20 May 2024Jiangsu Rijiu Optoelectronics Jointstock Co. Ltd. announced cash dividend of CNY 1.0000000 per 10 shares (tax included) on A shares for the year 2023. Record date is 17 May 2024, Ex-date is 20 May 2024 and Payment date is 20 May 2024.お知らせ • May 10Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd Approves Cash Dividend for the Year 2023Jiangsu Rijiu Optoelectronics Jointstock Co. Ltd. at its Annual General Meeting held on 06 May 2024, approved cash dividend/10 shares (tax included) of CNY 1.00000000 for the year 2023.分析記事 • May 01Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd's (SZSE:003015) 26% Dip Still Leaving Some Shareholders Feeling Restless Over Its P/SRatioThe Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd ( SZSE:003015 ) share price has softened a substantial 26% over...Reported Earnings • Apr 18Full year 2023 earnings released: CN¥0.06 loss per share (vs CN¥0.15 profit in FY 2022)Full year 2023 results: CN¥0.06 loss per share (down from CN¥0.15 profit in FY 2022). Revenue: CN¥477.9m (up 1.9% from FY 2022). Net loss: CN¥16.6m (down 142% from profit in FY 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 58 percentage points per year, which is a significant difference in performance.お知らせ • Apr 16Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd, Annual General Meeting, May 06, 2024Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd, Annual General Meeting, May 06, 2024, at 14:30 China Standard Time. Location: No. 189, Yintan Road, Xitangqiao Subdistrict, Haiyan County, Jiaxing, Zhejiang China分析記事 • Apr 01There Are Reasons To Feel Uneasy About Jiangsu Rijiu Optoelectronics' (SZSE:003015) Returns On CapitalWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...お知らせ • Mar 30Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd to Report Q1, 2024 Results on Apr 23, 2024Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd announced that they will report Q1, 2024 results on Apr 23, 2024お知らせ • Mar 13Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd Announces Management AppointmentsJiangsu Rijiu Optoelectronics Jointstock Co. Ltd. announced at the EGM held on March 11, 2024, approved election of Peng Lei, Yu Yinping and Weng Miao as non-independent director and Lv Li as non-employee supervisor.分析記事 • Mar 04Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd's (SZSE:003015) 25% Share Price Surge Not Quite Adding UpJiangsu Rijiu Optoelectronics Jointstock Co., Ltd ( SZSE:003015 ) shareholders are no doubt pleased to see that the...分析記事 • Mar 04Optimistic Investors Push Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd (SZSE:003015) Shares Up 25% But Growth Is LackingJiangsu Rijiu Optoelectronics Jointstock Co., Ltd ( SZSE:003015 ) shareholders are no doubt pleased to see that the...お知らせ • Feb 20Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd (SZSE:003015) announces an Equity Buyback for CNY 100 million worth of its shares.Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd (SZSE:003015) announces a share repurchase program. Under the program, the company will repurchase up to CNY 100 million worth of its A shares. The shares will be repurchased at a price not more than CNY 18 per share. The purpose of repurchase program is to maintain the company’s value and safeguard the rights and interests of shareholders. The authorization will be valid for a period of 3 months.お知らせ • Dec 29Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd to Report Fiscal Year 2023 Results on Apr 16, 2024Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd announced that they will report fiscal year 2023 results on Apr 16, 2024New Risk • Oct 31New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 32% 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 Risks Share price has been highly volatile over the past 3 months (9.6% average weekly change). Dividend is not well covered by earnings and cash flows. Dividend per share is over 8x earnings per share. Cash payout ratio: 109% Earnings have declined by 28% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.8% net profit margin).Reported Earnings • Oct 24Third quarter 2023 earnings released: EPS: CN¥0.002 (vs CN¥0.02 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.002 (down from CN¥0.02 in 3Q 2022). Revenue: CN¥139.7m (up 24% from 3Q 2022). Net income: CN¥1.81m (down 66% from 3Q 2022). Profit margin: 1.3% (down from 4.6% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 22Second quarter 2023 earnings released: EPS: CN¥0.14 (vs CN¥0.06 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.14. Revenue: CN¥122.3m (down 11% from 2Q 2022). Net income: CN¥8.04m (down 52% from 2Q 2022). Profit margin: 6.6% (down from 12% in 2Q 2022).お知らせ • Jul 01Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd to Report First Half, 2023 Results on Aug 22, 2023Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd announced that they will report first half, 2023 results on Aug 22, 2023Reported Earnings • Apr 12Full year 2022 earnings released: EPS: CN¥0.15 (vs CN¥0.29 in FY 2021)Full year 2022 results: EPS: CN¥0.15 (down from CN¥0.29 in FY 2021). Revenue: CN¥469.1m (down 3.9% from FY 2021). Net income: CN¥39.9m (down 52% from FY 2021). Profit margin: 8.5% (down from 17% in FY 2021).Board Change • Nov 16Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Director Yongping Ren 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.Reported Earnings • Oct 25Third quarter 2022 earnings released: EPS: CN¥0.02 (vs CN¥0.08 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.02 (down from CN¥0.08 in 3Q 2021). Revenue: CN¥112.5m (down 23% from 3Q 2021). Net income: CN¥5.23m (down 78% from 3Q 2021). Profit margin: 4.6% (down from 16% in 3Q 2021). The decrease in margin was driven by lower revenue.Valuation Update With 7 Day Price Move • Aug 29Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to CN¥9.66, the stock trades at a trailing P/E ratio of 40.3x. Average trailing P/E is 36x in the Electronic industry in China. Total loss to shareholders of 28% over the past year.Reported Earnings • Aug 24Second quarter 2022 earnings released: EPS: CN¥0.06 (vs CN¥0.091 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.06 (down from CN¥0.091 in 2Q 2021). Revenue: CN¥136.7m (up 17% from 2Q 2021). Net income: CN¥16.9m (down 32% from 2Q 2021). Profit margin: 12% (down from 21% in 2Q 2021). The decrease in margin was driven by higher expenses.お知らせ • May 14Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd Announces 2021 Final Profit Distribution Plan to Be Implemented on A Shares, Payable on 19 May 2022Jiangsu Rijiu Optoelectronics Jointstock Co. Ltd. announced 2021 final profit distribution plan to be implemented on A shares: Cash dividend/10 shares (tax included) is CNY 2.00000000. Record date is 18 May 2022, Ex-date is 19 May 2022 and Payment date is 19 May 2022.Reported Earnings • Apr 27First quarter 2022 earnings released: EPS: CN¥0.05 (vs CN¥0.07 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.05 (down from CN¥0.07 in 1Q 2021). Revenue: CN¥112.0m (up 15% from 1Q 2021). Net income: CN¥13.1m (down 35% from 1Q 2021). Profit margin: 12% (down from 21% in 1Q 2021). The decrease in margin was driven by higher expenses.お知らせ • Apr 13Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd Announces Final Cash Dividend Proposal for 2021Jiangsu Rijiu Optoelectronics Jointstock Co. Ltd. announced final cash dividend proposal for 2021 on April 12, 2022. Cash dividend/10 shares (tax included) of CNY 2.000000000.Reported Earnings • Apr 12Full year 2021 earnings released: EPS: CN¥0.29 (vs CN¥0.45 in FY 2020)Full year 2021 results: EPS: CN¥0.29 (down from CN¥0.45 in FY 2020). Revenue: CN¥488.3m (down 5.6% from FY 2020). Net income: CN¥82.4m (down 17% from FY 2020). Profit margin: 17% (down from 19% in FY 2020). The decrease in margin was driven by lower revenue.Reported Earnings • Oct 25Third quarter 2021 earnings released: EPS CN¥0.08 (vs CN¥0.18 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥146.6m (down 9.4% from 3Q 2020). Net income: CN¥23.5m (down 38% from 3Q 2020). Profit margin: 16% (down from 23% in 3Q 2020).Valuation Update With 7 Day Price Move • Sep 10Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥17.53, the stock trades at a trailing P/E ratio of 43x. Average trailing P/E is 38x in the Electronic industry in China.Reported Earnings • Aug 24Second quarter 2021 earnings released: EPS CN¥0.091 (vs CN¥0.18 in 2Q 2020)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥117.4m (down 28% from 2Q 2020). Net income: CN¥24.7m (down 34% from 2Q 2020). Profit margin: 21% (down from 23% in 2Q 2020). The decrease in margin was driven by lower revenue.お知らせ • May 19Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd Announces 2020 Final Profit Distribution Plan to Be Implemented (A Shares), Payable on 26 May 2021Jiangsu Rijiu Optoelectronics Jointstock Co. Ltd. announced 2020 final profit distribution plan to be implemented (A shares) of CNY 1.50000000 per 10 shares (tax included), with Record date: 25 May 2021; Ex-date: 26 May 2021; and Payment date: 26 May 2021.お知らせ • May 08Jiangsu Rijiu Optoelectronics Jointstock Co. Ltd. Approves the Profit Distribution Plan for 2020Jiangsu Rijiu Optoelectronics Jointstock Co. Ltd. in its Annual General Meeting of 2020 held on 06 May 2021, approved the profit distribution plan for 2020 final cash dividend/10 shares (tax included) of CNY 1.50000000.Reported Earnings • Apr 14Full year 2020 earnings released: EPS CN¥0.45 (vs CN¥0.40 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: CN¥517.3m (down 6.2% from FY 2019). Net income: CN¥99.1m (up 17% from FY 2019). Profit margin: 19% (up from 15% in FY 2019). The increase in margin was driven by lower expenses.お知らせ • Feb 24Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd to Report Fiscal Year 2020 Results on Apr 12, 2021Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd announced that they will report fiscal year 2020 results on Apr 12, 2021Is New 90 Day High Low • Feb 03New 90-day low: CN¥12.33The company is down 26% from its price of CN¥16.56 on 05 November 2020. The Chinese market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is flat over the same period.お知らせ • Dec 17Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd Announces Management AppointmentsJiangsu Rijiu Optoelectronics Jointstock Co. Ltd. at its EGM held on approved election of Zhao Rui, Xu Yijia, Wang Zhijian, Yu Yang as non-independent directors, election of Ren Yongping, Zhang Ya, Kong Feng as independent directors and election of Zhou Feng, Wu Huifang as non-employee supervisors.株主還元003015CN ElectronicCN 市場7D-1.4%-4.3%-1.5%1Y-14.6%110.8%27.7%株主還元を見る業界別リターン: 003015過去 1 年間で110.8 % 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: 003015は、過去 1 年間で27.7 % のリターンを上げたCN市場を下回りました。価格変動Is 003015's price volatile compared to industry and market?003015 volatility003015 Average Weekly Movement5.7%Electronic Industry Average Movement8.3%Market Average Movement6.7%10% most volatile stocks in CN Market10.5%10% least volatile stocks in CN Market4.4%安定した株価: 003015 、 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: 003015の 週次ボラティリティ ( 6% ) 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2010521Chao Chenwww.rnafilms.cn江蘇理珠光電股份有限公司はタッチディスプレイ応用材料の研究開発、生産、販売を行っている。ITO導電フィルム、銅フィルム、EMIフィルム、MITOフィルムなどの導電フィルム製品、光学装飾フィルム、2A/3Aフィルム製品などの光学フィルム製品、フルスティック、フレームスティックOCA光学粘着製品などの光学粘着製品を提供している。同社は以前は昆山日旭新能源応用材料有限公司として知られていたが、2015年1月に江蘇日旭光電股份有限公司に社名を変更した。Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd.は2010年に設立され、中国の昆山に拠点を置いている。もっと見るJiangsu Rijiu Optoelectronics Jointstock Co., Ltd 基礎のまとめJiangsu Rijiu Optoelectronics の収益と売上を時価総額と比較するとどうか。003015 基礎統計学時価総額CN¥3.42b収益(TTM)CN¥86.86m売上高(TTM)CN¥656.67m39.4xPER(株価収益率5.2xP/Sレシオ003015 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003015 損益計算書(TTM)収益CN¥656.67m売上原価CN¥456.72m売上総利益CN¥199.95mその他の費用CN¥113.09m収益CN¥86.86m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)0.31グロス・マージン30.45%純利益率13.23%有利子負債/自己資本比率3.9%003015 の長期的なパフォーマンスは?過去の実績と比較を見る配当金1.6%現在の配当利回り64%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2026/06/14 23:03終値2026/06/12 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Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。0
Declared Dividend • May 18Dividend of CN¥0.20 announcedDividend of CN¥0.20 is the same as last year. Ex-date: 21st May 2026 Payment date: 21st May 2026 Dividend yield will be 1.4%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (64% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 5.9% per year over the past 5 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 29% to shift the payout ratio to a potentially unsustainable range, which is more than the 6.7% EPS decline seen over the last 5 years.
Reported Earnings • Apr 29First quarter 2026 earnings released: EPS: CN¥0.04 (vs CN¥0.11 in 1Q 2025)First quarter 2026 results: EPS: CN¥0.04 (down from CN¥0.11 in 1Q 2025). Revenue: CN¥127.9m (down 7.7% from 1Q 2025). Net income: CN¥10.4m (down 63% from 1Q 2025). Profit margin: 8.1% (down from 20% in 1Q 2025). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 31Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd to Report Q1, 2026 Results on Apr 28, 2026Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd announced that they will report Q1, 2026 results on Apr 28, 2026
Reported Earnings • Mar 24Full year 2025 earnings released: EPS: CN¥0.38 (vs CN¥0.25 in FY 2024)Full year 2025 results: EPS: CN¥0.38 (up from CN¥0.25 in FY 2024). Revenue: CN¥667.4m (up 14% from FY 2024). Net income: CN¥104.5m (up 55% from FY 2024). Profit margin: 16% (up from 12% 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 70% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 23Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd, Annual General Meeting, Apr 27, 2026Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd, Annual General Meeting, Apr 27, 2026, at 14:30 China Standard Time. Location: The Company's Meeting Room, Kunshan, Jiangsu China
Valuation Update With 7 Day Price Move • Mar 23Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥14.60, the stock trades at a trailing P/E ratio of 45.8x. Average trailing P/E is 58x in the Electronic industry in China. Total returns to shareholders of 55% over the past three years.
Declared Dividend • May 18Dividend of CN¥0.20 announcedDividend of CN¥0.20 is the same as last year. Ex-date: 21st May 2026 Payment date: 21st May 2026 Dividend yield will be 1.4%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (64% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 5.9% per year over the past 5 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 29% to shift the payout ratio to a potentially unsustainable range, which is more than the 6.7% EPS decline seen over the last 5 years.
Reported Earnings • Apr 29First quarter 2026 earnings released: EPS: CN¥0.04 (vs CN¥0.11 in 1Q 2025)First quarter 2026 results: EPS: CN¥0.04 (down from CN¥0.11 in 1Q 2025). Revenue: CN¥127.9m (down 7.7% from 1Q 2025). Net income: CN¥10.4m (down 63% from 1Q 2025). Profit margin: 8.1% (down from 20% in 1Q 2025). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 31Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd to Report Q1, 2026 Results on Apr 28, 2026Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd announced that they will report Q1, 2026 results on Apr 28, 2026
Reported Earnings • Mar 24Full year 2025 earnings released: EPS: CN¥0.38 (vs CN¥0.25 in FY 2024)Full year 2025 results: EPS: CN¥0.38 (up from CN¥0.25 in FY 2024). Revenue: CN¥667.4m (up 14% from FY 2024). Net income: CN¥104.5m (up 55% from FY 2024). Profit margin: 16% (up from 12% 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 70% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 23Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd, Annual General Meeting, Apr 27, 2026Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd, Annual General Meeting, Apr 27, 2026, at 14:30 China Standard Time. Location: The Company's Meeting Room, Kunshan, Jiangsu China
Valuation Update With 7 Day Price Move • Mar 23Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥14.60, the stock trades at a trailing P/E ratio of 45.8x. Average trailing P/E is 58x in the Electronic industry in China. Total returns to shareholders of 55% over the past three years.
お知らせ • Dec 31Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd to Report Fiscal Year 2025 Results on Mar 24, 2026Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd announced that they will report fiscal year 2025 results on Mar 24, 2026
Reported Earnings • Oct 22Third quarter 2025 earnings released: EPS: CN¥0.11 (vs CN¥0.092 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.11 (up from CN¥0.092 in 3Q 2024). Revenue: CN¥198.6m (up 21% from 3Q 2024). Net income: CN¥31.3m (up 35% from 3Q 2024). Profit margin: 16% (up from 14% 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 53% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 30Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd to Report Q3, 2025 Results on Oct 21, 2025Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd announced that they will report Q3, 2025 results on Oct 21, 2025
Valuation Update With 7 Day Price Move • Aug 28Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥20.44, the stock trades at a trailing P/E ratio of 70.6x. Average trailing P/E is 62x in the Electronic industry in China. Total returns to shareholders of 130% over the past three years.
Reported Earnings • Aug 17Second quarter 2025 earnings released: EPS: CN¥0.062 (vs CN¥0.11 in 2Q 2024)Second quarter 2025 results: EPS: CN¥0.062 (down from CN¥0.11 in 2Q 2024). Revenue: CN¥163.5m (up 1.8% from 2Q 2024). Net income: CN¥17.6m (down 35% from 2Q 2024). Profit margin: 11% (down from 17% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
New Risk • Jul 10New 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 6.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 32% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.8% average weekly change).
お知らせ • Jul 02Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd to Report First Half, 2025 Results on Aug 12, 2025Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd announced that they will report first half, 2025 results on Aug 12, 2025
Declared Dividend • May 28Dividend increased to CN¥0.20Dividend of CN¥0.20 is 100% higher than last year. Ex-date: 30th May 2025 Payment date: 30th May 2025 Dividend yield will be 1.4%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (57% earnings payout ratio) and cash flows (38% cash payout ratio). The dividend has increased by an average of 7.5% per year over the past 4 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 36% to shift the payout ratio to a potentially unsustainable range, which is more than the 3.5% EPS decline seen over the last 5 years.
お知らせ • Apr 16Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd Proposes Final Cash Dividend for the Year 2024Jiangsu Rijiu Optoelectronics Jointstock Co. Ltd. announced on 15 April 2025 the profit distribution proposal for 2024 as Cash dividend/10 shares (tax included): CNY 2.00000000.
Reported Earnings • Apr 15Full year 2024 earnings released: EPS: CN¥0.25 (vs CN¥0.06 loss in FY 2023)Full year 2024 results: EPS: CN¥0.25 (up from CN¥0.06 loss in FY 2023). Revenue: CN¥583.1m (up 22% from FY 2023). Net income: CN¥67.5m (up CN¥84.1m from FY 2023). Profit margin: 12% (up from net loss in FY 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
お知らせ • Apr 15Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd, Annual General Meeting, May 06, 2025Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd, Annual General Meeting, May 06, 2025, at 14:30 China Standard Time. Location: The Company's Meeting Room, Kunshan, Jiangsu China
お知らせ • Mar 31Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd to Report Q1, 2025 Results on Apr 22, 2025Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd announced that they will report Q1, 2025 results on Apr 22, 2025
分析記事 • Feb 28Pinning Down Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd's (SZSE:003015) P/S Is Difficult Right NowWith a price-to-sales (or "P/S") ratio of 6.7x Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd ( SZSE:003015 ) may be...
New Risk • Jan 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 9.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 46% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (9.5% average weekly change). Large one-off items impacting financial results.
お知らせ • Dec 31Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd to Report Fiscal Year 2024 Results on Apr 15, 2025Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd announced that they will report fiscal year 2024 results on Apr 15, 2025
分析記事 • Nov 18Is Jiangsu Rijiu Optoelectronics (SZSE:003015) Using Too Much Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Oct 22Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd's (SZSE:003015) 37% Price Boost Is Out Of Tune With RevenuesDespite an already strong run, Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd ( SZSE:003015 ) shares have been...
分析記事 • Oct 20Returns On Capital Signal Tricky Times Ahead For Jiangsu Rijiu Optoelectronics (SZSE:003015)What trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...
Reported Earnings • Oct 19Third quarter 2024 earnings released: EPS: CN¥0.092 (vs CN¥0.002 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.092 (up from CN¥0.002 in 3Q 2023). Revenue: CN¥163.9m (up 17% from 3Q 2023). Net income: CN¥23.2m (up CN¥21.4m from 3Q 2023). Profit margin: 14% (up from 1.3% in 3Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 79 percentage points per year, which is a significant difference in performance.
お知らせ • Sep 30Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd to Report Q3, 2024 Results on Oct 18, 2024Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd announced that they will report Q3, 2024 results on Oct 18, 2024
分析記事 • Aug 30Subdued Growth No Barrier To Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd (SZSE:003015) With Shares Advancing 29%The Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd ( SZSE:003015 ) share price has done very well over the last...
New Risk • Aug 29New 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. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 51% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (220% payout ratio). Share price has been volatile over the past 3 months (7.2% average weekly change).
分析記事 • Aug 12Jiangsu Rijiu Optoelectronics' (SZSE:003015) Earnings Seem To Be PromisingInvestors signalled that they were pleased with Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd's ( SZSE:003015...
Reported Earnings • Aug 06Second quarter 2024 earnings released: EPS: CN¥0.11 (vs CN¥0.14 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.11. Revenue: CN¥160.5m (up 31% from 2Q 2023). Net income: CN¥26.8m (up 233% from 2Q 2023). Profit margin: 17% (up from 6.6% in 2Q 2023).
お知らせ • Jun 29Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd to Report First Half, 2024 Results on Aug 06, 2024Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd announced that they will report first half, 2024 results on Aug 06, 2024
分析記事 • May 13Jiangsu Rijiu Optoelectronics (SZSE:003015) Is Reducing Its Dividend To CN¥0.10The board of Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd ( SZSE:003015 ) has announced that the dividend on 20th...
Declared Dividend • May 13Dividend reduced to CN¥0.10Dividend of CN¥0.10 is 50% lower than last year. Ex-date: 20th May 2024 Payment date: 20th May 2024 Dividend yield will be 1.0%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 8x earnings). However, it is covered by cash flows (59% cash payout ratio). The dividend has increased by an average of 10% per year over the past 3 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 790% to bring the payout ratio under control. However, EPS has declined by 57% over the last 5 years so the company would need to reverse this trend.
お知らせ • May 11Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd Announces Cash Dividend on A Shares for the Year 2023, Payable on 20 May 2024Jiangsu Rijiu Optoelectronics Jointstock Co. Ltd. announced cash dividend of CNY 1.0000000 per 10 shares (tax included) on A shares for the year 2023. Record date is 17 May 2024, Ex-date is 20 May 2024 and Payment date is 20 May 2024.
お知らせ • May 10Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd Approves Cash Dividend for the Year 2023Jiangsu Rijiu Optoelectronics Jointstock Co. Ltd. at its Annual General Meeting held on 06 May 2024, approved cash dividend/10 shares (tax included) of CNY 1.00000000 for the year 2023.
分析記事 • May 01Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd's (SZSE:003015) 26% Dip Still Leaving Some Shareholders Feeling Restless Over Its P/SRatioThe Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd ( SZSE:003015 ) share price has softened a substantial 26% over...
Reported Earnings • Apr 18Full year 2023 earnings released: CN¥0.06 loss per share (vs CN¥0.15 profit in FY 2022)Full year 2023 results: CN¥0.06 loss per share (down from CN¥0.15 profit in FY 2022). Revenue: CN¥477.9m (up 1.9% from FY 2022). Net loss: CN¥16.6m (down 142% from profit in FY 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 58 percentage points per year, which is a significant difference in performance.
お知らせ • Apr 16Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd, Annual General Meeting, May 06, 2024Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd, Annual General Meeting, May 06, 2024, at 14:30 China Standard Time. Location: No. 189, Yintan Road, Xitangqiao Subdistrict, Haiyan County, Jiaxing, Zhejiang China
分析記事 • Apr 01There Are Reasons To Feel Uneasy About Jiangsu Rijiu Optoelectronics' (SZSE:003015) Returns On CapitalWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...
お知らせ • Mar 30Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd to Report Q1, 2024 Results on Apr 23, 2024Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd announced that they will report Q1, 2024 results on Apr 23, 2024
お知らせ • Mar 13Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd Announces Management AppointmentsJiangsu Rijiu Optoelectronics Jointstock Co. Ltd. announced at the EGM held on March 11, 2024, approved election of Peng Lei, Yu Yinping and Weng Miao as non-independent director and Lv Li as non-employee supervisor.
分析記事 • Mar 04Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd's (SZSE:003015) 25% Share Price Surge Not Quite Adding UpJiangsu Rijiu Optoelectronics Jointstock Co., Ltd ( SZSE:003015 ) shareholders are no doubt pleased to see that the...
分析記事 • Mar 04Optimistic Investors Push Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd (SZSE:003015) Shares Up 25% But Growth Is LackingJiangsu Rijiu Optoelectronics Jointstock Co., Ltd ( SZSE:003015 ) shareholders are no doubt pleased to see that the...
お知らせ • Feb 20Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd (SZSE:003015) announces an Equity Buyback for CNY 100 million worth of its shares.Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd (SZSE:003015) announces a share repurchase program. Under the program, the company will repurchase up to CNY 100 million worth of its A shares. The shares will be repurchased at a price not more than CNY 18 per share. The purpose of repurchase program is to maintain the company’s value and safeguard the rights and interests of shareholders. The authorization will be valid for a period of 3 months.
お知らせ • Dec 29Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd to Report Fiscal Year 2023 Results on Apr 16, 2024Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd announced that they will report fiscal year 2023 results on Apr 16, 2024
New Risk • Oct 31New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 32% 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 Risks Share price has been highly volatile over the past 3 months (9.6% average weekly change). Dividend is not well covered by earnings and cash flows. Dividend per share is over 8x earnings per share. Cash payout ratio: 109% Earnings have declined by 28% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.8% net profit margin).
Reported Earnings • Oct 24Third quarter 2023 earnings released: EPS: CN¥0.002 (vs CN¥0.02 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.002 (down from CN¥0.02 in 3Q 2022). Revenue: CN¥139.7m (up 24% from 3Q 2022). Net income: CN¥1.81m (down 66% from 3Q 2022). Profit margin: 1.3% (down from 4.6% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 22Second quarter 2023 earnings released: EPS: CN¥0.14 (vs CN¥0.06 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.14. Revenue: CN¥122.3m (down 11% from 2Q 2022). Net income: CN¥8.04m (down 52% from 2Q 2022). Profit margin: 6.6% (down from 12% in 2Q 2022).
お知らせ • Jul 01Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd to Report First Half, 2023 Results on Aug 22, 2023Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd announced that they will report first half, 2023 results on Aug 22, 2023
Reported Earnings • Apr 12Full year 2022 earnings released: EPS: CN¥0.15 (vs CN¥0.29 in FY 2021)Full year 2022 results: EPS: CN¥0.15 (down from CN¥0.29 in FY 2021). Revenue: CN¥469.1m (down 3.9% from FY 2021). Net income: CN¥39.9m (down 52% from FY 2021). Profit margin: 8.5% (down from 17% in FY 2021).
Board Change • Nov 16Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Director Yongping Ren 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.
Reported Earnings • Oct 25Third quarter 2022 earnings released: EPS: CN¥0.02 (vs CN¥0.08 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.02 (down from CN¥0.08 in 3Q 2021). Revenue: CN¥112.5m (down 23% from 3Q 2021). Net income: CN¥5.23m (down 78% from 3Q 2021). Profit margin: 4.6% (down from 16% in 3Q 2021). The decrease in margin was driven by lower revenue.
Valuation Update With 7 Day Price Move • Aug 29Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to CN¥9.66, the stock trades at a trailing P/E ratio of 40.3x. Average trailing P/E is 36x in the Electronic industry in China. Total loss to shareholders of 28% over the past year.
Reported Earnings • Aug 24Second quarter 2022 earnings released: EPS: CN¥0.06 (vs CN¥0.091 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.06 (down from CN¥0.091 in 2Q 2021). Revenue: CN¥136.7m (up 17% from 2Q 2021). Net income: CN¥16.9m (down 32% from 2Q 2021). Profit margin: 12% (down from 21% in 2Q 2021). The decrease in margin was driven by higher expenses.
お知らせ • May 14Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd Announces 2021 Final Profit Distribution Plan to Be Implemented on A Shares, Payable on 19 May 2022Jiangsu Rijiu Optoelectronics Jointstock Co. Ltd. announced 2021 final profit distribution plan to be implemented on A shares: Cash dividend/10 shares (tax included) is CNY 2.00000000. Record date is 18 May 2022, Ex-date is 19 May 2022 and Payment date is 19 May 2022.
Reported Earnings • Apr 27First quarter 2022 earnings released: EPS: CN¥0.05 (vs CN¥0.07 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.05 (down from CN¥0.07 in 1Q 2021). Revenue: CN¥112.0m (up 15% from 1Q 2021). Net income: CN¥13.1m (down 35% from 1Q 2021). Profit margin: 12% (down from 21% in 1Q 2021). The decrease in margin was driven by higher expenses.
お知らせ • Apr 13Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd Announces Final Cash Dividend Proposal for 2021Jiangsu Rijiu Optoelectronics Jointstock Co. Ltd. announced final cash dividend proposal for 2021 on April 12, 2022. Cash dividend/10 shares (tax included) of CNY 2.000000000.
Reported Earnings • Apr 12Full year 2021 earnings released: EPS: CN¥0.29 (vs CN¥0.45 in FY 2020)Full year 2021 results: EPS: CN¥0.29 (down from CN¥0.45 in FY 2020). Revenue: CN¥488.3m (down 5.6% from FY 2020). Net income: CN¥82.4m (down 17% from FY 2020). Profit margin: 17% (down from 19% in FY 2020). The decrease in margin was driven by lower revenue.
Reported Earnings • Oct 25Third quarter 2021 earnings released: EPS CN¥0.08 (vs CN¥0.18 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥146.6m (down 9.4% from 3Q 2020). Net income: CN¥23.5m (down 38% from 3Q 2020). Profit margin: 16% (down from 23% in 3Q 2020).
Valuation Update With 7 Day Price Move • Sep 10Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥17.53, the stock trades at a trailing P/E ratio of 43x. Average trailing P/E is 38x in the Electronic industry in China.
Reported Earnings • Aug 24Second quarter 2021 earnings released: EPS CN¥0.091 (vs CN¥0.18 in 2Q 2020)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥117.4m (down 28% from 2Q 2020). Net income: CN¥24.7m (down 34% from 2Q 2020). Profit margin: 21% (down from 23% in 2Q 2020). The decrease in margin was driven by lower revenue.
お知らせ • May 19Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd Announces 2020 Final Profit Distribution Plan to Be Implemented (A Shares), Payable on 26 May 2021Jiangsu Rijiu Optoelectronics Jointstock Co. Ltd. announced 2020 final profit distribution plan to be implemented (A shares) of CNY 1.50000000 per 10 shares (tax included), with Record date: 25 May 2021; Ex-date: 26 May 2021; and Payment date: 26 May 2021.
お知らせ • May 08Jiangsu Rijiu Optoelectronics Jointstock Co. Ltd. Approves the Profit Distribution Plan for 2020Jiangsu Rijiu Optoelectronics Jointstock Co. Ltd. in its Annual General Meeting of 2020 held on 06 May 2021, approved the profit distribution plan for 2020 final cash dividend/10 shares (tax included) of CNY 1.50000000.
Reported Earnings • Apr 14Full year 2020 earnings released: EPS CN¥0.45 (vs CN¥0.40 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: CN¥517.3m (down 6.2% from FY 2019). Net income: CN¥99.1m (up 17% from FY 2019). Profit margin: 19% (up from 15% in FY 2019). The increase in margin was driven by lower expenses.
お知らせ • Feb 24Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd to Report Fiscal Year 2020 Results on Apr 12, 2021Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd announced that they will report fiscal year 2020 results on Apr 12, 2021
Is New 90 Day High Low • Feb 03New 90-day low: CN¥12.33The company is down 26% from its price of CN¥16.56 on 05 November 2020. The Chinese market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is flat over the same period.
お知らせ • Dec 17Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd Announces Management AppointmentsJiangsu Rijiu Optoelectronics Jointstock Co. Ltd. at its EGM held on approved election of Zhao Rui, Xu Yijia, Wang Zhijian, Yu Yang as non-independent directors, election of Ren Yongping, Zhang Ya, Kong Feng as independent directors and election of Zhou Feng, Wu Huifang as non-employee supervisors.