Shenzhen Q&D Circuits（301628）株式概要電子部品の製造・販売。 詳細301628 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（ 58.6 x）は、 Electronic業界平均（ 64.5 x）を下回っています。過去5年間の収益は年間11.9%増加しました。 リスク分析高いレベルの非現金収入 CN市場と比較した過去 3 か月間の株価の変動0.55%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301628 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW461,592 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA461,592 investors already sharing narrativesYour Fair ValueCN¥Current PriceCN¥91.0654.8% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture01b2016201920222025202620282031Revenue CN¥1.0bEarnings CN¥117.0mAdvancedSet Fair ValueView all narrativesShenzhen Q&D Circuits Co., Ltd. 競合他社Techshine ElectronicsLtdSymbol: SZSE:301379Market cap: CN¥6.0bJiangsu Allfavor Intelligent Circuits TechnologyLtdSymbol: SZSE:300964Market cap: CN¥6.1bJiaxing ZMAX OptechSymbol: SHSE:688307Market cap: CN¥6.4bCamelot Electronics TechnologyLtdSymbol: SZSE:301282Market cap: CN¥7.7b価格と性能株価の高値、安値、推移の概要Shenzhen Q&D Circuits過去の株価現在の株価CN¥91.0652週高値CN¥147.4552週安値CN¥63.09ベータ01ヶ月の変化23.81%3ヶ月変化-32.64%1年変化-4.55%3年間の変化n/a5年間の変化n/aIPOからの変化-33.77%最新ニュースValuation Update With 7 Day Price Move • Aug 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥84.04, the stock trades at a trailing P/E ratio of 54.1x. Average trailing P/E is 64x in the Electronic industry in China. Total loss to shareholders of 3.8% over the past year.Valuation Update With 7 Day Price Move • Jul 13Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥79.63, the stock trades at a trailing P/E ratio of 51.3x. Average trailing P/E is 73x in the Electronic industry in China. Total loss to shareholders of 9.1% over the past year.お知らせ • Jul 01Shenzhen Q&D Circuits Co., Ltd. to Report First Half, 2026 Results on Aug 27, 2026Shenzhen Q&D Circuits Co., Ltd. announced that they will report first half, 2026 results on Aug 27, 2026Valuation Update With 7 Day Price Move • Jun 29Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥99.35, the stock trades at a trailing P/E ratio of 64x. Average trailing P/E is 80x in the Electronic industry in China. Total returns to shareholders of 13% over the past year.Valuation Update With 7 Day Price Move • Jun 05Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥116, the stock trades at a trailing P/E ratio of 74.4x. Average trailing P/E is 75x in the Electronic industry in China. Total returns to shareholders of 45% over the past year.New Risk • May 22New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 9.3% 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 (46% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (9.3% average weekly change).最新情報をもっと見るRecent updatesValuation Update With 7 Day Price Move • Aug 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥84.04, the stock trades at a trailing P/E ratio of 54.1x. Average trailing P/E is 64x in the Electronic industry in China. Total loss to shareholders of 3.8% over the past year.Valuation Update With 7 Day Price Move • Jul 13Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥79.63, the stock trades at a trailing P/E ratio of 51.3x. Average trailing P/E is 73x in the Electronic industry in China. Total loss to shareholders of 9.1% over the past year.お知らせ • Jul 01Shenzhen Q&D Circuits Co., Ltd. to Report First Half, 2026 Results on Aug 27, 2026Shenzhen Q&D Circuits Co., Ltd. announced that they will report first half, 2026 results on Aug 27, 2026Valuation Update With 7 Day Price Move • Jun 29Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥99.35, the stock trades at a trailing P/E ratio of 64x. Average trailing P/E is 80x in the Electronic industry in China. Total returns to shareholders of 13% over the past year.Valuation Update With 7 Day Price Move • Jun 05Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥116, the stock trades at a trailing P/E ratio of 74.4x. Average trailing P/E is 75x in the Electronic industry in China. Total returns to shareholders of 45% over the past year.New Risk • May 22New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 9.3% 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 (46% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (9.3% average weekly change).Declared Dividend • May 18Dividend increased to CN¥0.50Dividend of CN¥0.50 is 25% higher than last year. Ex-date: 20th May 2026 Payment date: 20th May 2026 Dividend yield will be 0.4%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (32% 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 company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. Earnings per share has grown by 23% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Apr 10Shenzhen Q&D Circuits Co., Ltd., Annual General Meeting, May 07, 2026Shenzhen Q&D Circuits Co., Ltd., Annual General Meeting, May 07, 2026, at 14:30 China Standard Time. Location: The Company's Meeting Room, Shenzhen, Guangdong ChinaReported Earnings • Apr 10Full year 2025 earnings released: EPS: CN¥1.60 (vs CN¥1.89 in FY 2024)Full year 2025 results: EPS: CN¥1.60. Revenue: CN¥953.5m (up 20% from FY 2024). Net income: CN¥120.9m (up 7.3% from FY 2024). Profit margin: 13% (down from 14% in FY 2024). The decrease in margin was driven by higher expenses.お知らせ • Mar 31Shenzhen Q&D Circuits Co., Ltd. to Report Q1, 2026 Results on Apr 24, 2026Shenzhen Q&D Circuits Co., Ltd. announced that they will report Q1, 2026 results on Apr 24, 2026Valuation Update With 7 Day Price Move • Mar 23Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥96.51, the stock trades at a trailing P/E ratio of 56.3x. Average trailing P/E is 58x in the Electronic industry in China. Total returns to shareholders of 4.2% over the past year.お知らせ • Jan 15Shenzhen Q&D Circuits Co., Ltd. announced a financing transactionShenzhen Q&D Circuits Co., Ltd. announced a private placement of convertible corporate bonds on January 13, 2026. The transaction will include participation from 1st extraordinary general meeting of 2026.お知らせ • Dec 31Shenzhen Q&D Circuits Co., Ltd. to Report Fiscal Year 2025 Results on Apr 10, 2026Shenzhen Q&D Circuits Co., Ltd. announced that they will report fiscal year 2025 results on Apr 10, 2026New Risk • Nov 04New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 42% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (42% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.Reported Earnings • Oct 28Third quarter 2025 earnings released: EPS: CN¥0.50 (vs CN¥0.42 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.50 (up from CN¥0.42 in 3Q 2024). Revenue: CN¥250.7m (up 28% from 3Q 2024). Net income: CN¥37.6m (up 59% from 3Q 2024). Profit margin: 15% (up from 12% in 3Q 2024). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • Oct 27Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥91.83, the stock trades at a trailing P/E ratio of 66.6x. Average trailing P/E is 60x in the Electronic industry in China.お知らせ • Sep 30Shenzhen Q&D Circuits Co., Ltd. to Report Q3, 2025 Results on Oct 28, 2025Shenzhen Q&D Circuits Co., Ltd. announced that they will report Q3, 2025 results on Oct 28, 2025New Risk • Sep 03New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 33% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. This is currently the only risk that has been identified for the company.お知らせ • Jul 02Shenzhen Q&D Circuits Co., Ltd. to Report First Half, 2025 Results on Aug 27, 2025Shenzhen Q&D Circuits Co., Ltd. announced that they will report first half, 2025 results on Aug 27, 2025お知らせ • Apr 19Shenzhen Q&D Circuits Co., Ltd. Proposes Final Dividend for 2024Shenzhen Q&D Circuits Co., Ltd. proposed final cash dividend of CNY 4.00000000 per 10 shares (tax included) for 2024.お知らせ • Apr 18Shenzhen Q&D Circuits Co., Ltd., Annual General Meeting, May 09, 2025Shenzhen Q&D Circuits Co., Ltd., Annual General Meeting, May 09, 2025, at 14:30 China Standard Time. Location: The Company's Meeting Room, Shenzhen, Guangdong ChinaValuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to CN¥69.36, the stock trades at a trailing P/E ratio of 50.3x. Average trailing P/E is 48x in the Electronic industry in China.お知らせ • Mar 31Shenzhen Q&D Circuits Co., Ltd. to Report Q1, 2025 Results on Apr 18, 2025Shenzhen Q&D Circuits Co., Ltd. announced that they will report Q1, 2025 results on Apr 18, 2025Valuation Update With 7 Day Price Move • Mar 13Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥104, the stock trades at a trailing P/E ratio of 75.7x. Average trailing P/E is 53x in the Electronic industry in China.分析記事 • Jan 22Shenzhen Q&D Circuits Co., Ltd.'s (SZSE:301628) 42% Share Price Surge Not Quite Adding UpShenzhen Q&D Circuits Co., Ltd. ( SZSE:301628 ) shareholders would be excited to see that the share price has had a...Valuation Update With 7 Day Price Move • Jan 03Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥70.98, the stock trades at a trailing P/E ratio of 51.5x. Average trailing P/E is 44x in the Electronic industry in China.Valuation Update With 7 Day Price Move • Nov 27Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥83.96, the stock trades at a trailing P/E ratio of 60.9x. Average trailing P/E is 45x in the Electronic industry in China.Buy Or Sell Opportunity • Oct 31Now 448% overvaluedThe stock has been flat over the last 90 days, currently trading at CN¥138. The fair value is estimated to be CN¥25.10, however this is not to be taken as a sell recommendation but rather should be used as a guide only.株主還元301628CN ElectronicCN 市場7D8.7%-4.9%-2.7%1Y-4.5%36.2%4.6%株主還元を見る業界別リターン: 301628過去 1 年間で36.2 % 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: 301628は、過去 1 年間で4.6 % のリターンを上げたCN市場を下回りました。価格変動Is 301628's price volatile compared to industry and market?301628 volatility301628 Average Weekly Movement11.3%Electronic Industry Average Movement10.3%Market Average Movement7.4%10% most volatile stocks in CN Market12.6%10% least volatile stocks in CN Market4.4%安定した株価: 301628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: 301628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20041,563Zhenwu Songwww.qdcircuits.com深圳Q&D回路有限公司は、電子部品の製造と販売を行っている。ハイエンドPCB、PCBA関連製品の研究開発、製造、販売を行う。高レイヤー基板、高周波基板、厚銅基板、リジッドフレックス基板、ミリ波レーダー、多層、ソフト・ハードコンビネーション、HDI、厚銅などのPCBおよびPCBA製品を提供している。同社は、通信、産業オートメーション、電力、自動車エレクトロニクス、医療機器、鉄道輸送、航空、軍事産業などにサービスを提供している。同社は2004年に設立され、中国の深センに本社を置き、中国各地に事務所を構えている。もっと見るShenzhen Q&D Circuits Co., Ltd. 基礎のまとめShenzhen Q&D Circuits の収益と売上を時価総額と比較するとどうか。301628 基礎統計学時価総額CN¥6.86b収益（TTM）CN¥117.05m売上高(TTM)CN¥1.00b58.6xPER（株価収益率6.8xP/Sレシオ301628 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301628 損益計算書（TTM）収益CN¥1.00b売上原価CN¥725.02m売上総利益CN¥279.52mその他の費用CN¥162.48m収益CN¥117.05m直近の収益報告Mar 31, 2026次回決算日Aug 27, 2026一株当たり利益（EPS）1.55グロス・マージン27.83%純利益率11.65%有利子負債／自己資本比率0.6%301628 の長期的なパフォーマンスは？過去の実績と比較を見る配当金0.5%現在の配当利回り32%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2026/08/20 21:34終値2026/08/20 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このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Shenzhen Q&D Circuits 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
Valuation Update With 7 Day Price Move • Aug 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥84.04, the stock trades at a trailing P/E ratio of 54.1x. Average trailing P/E is 64x in the Electronic industry in China. Total loss to shareholders of 3.8% over the past year.
Valuation Update With 7 Day Price Move • Jul 13Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥79.63, the stock trades at a trailing P/E ratio of 51.3x. Average trailing P/E is 73x in the Electronic industry in China. Total loss to shareholders of 9.1% over the past year.
お知らせ • Jul 01Shenzhen Q&D Circuits Co., Ltd. to Report First Half, 2026 Results on Aug 27, 2026Shenzhen Q&D Circuits Co., Ltd. announced that they will report first half, 2026 results on Aug 27, 2026
Valuation Update With 7 Day Price Move • Jun 29Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥99.35, the stock trades at a trailing P/E ratio of 64x. Average trailing P/E is 80x in the Electronic industry in China. Total returns to shareholders of 13% over the past year.
Valuation Update With 7 Day Price Move • Jun 05Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥116, the stock trades at a trailing P/E ratio of 74.4x. Average trailing P/E is 75x in the Electronic industry in China. Total returns to shareholders of 45% over the past year.
New Risk • May 22New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 9.3% 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 (46% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (9.3% average weekly change).
Valuation Update With 7 Day Price Move • Aug 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥84.04, the stock trades at a trailing P/E ratio of 54.1x. Average trailing P/E is 64x in the Electronic industry in China. Total loss to shareholders of 3.8% over the past year.
Valuation Update With 7 Day Price Move • Jul 13Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥79.63, the stock trades at a trailing P/E ratio of 51.3x. Average trailing P/E is 73x in the Electronic industry in China. Total loss to shareholders of 9.1% over the past year.
お知らせ • Jul 01Shenzhen Q&D Circuits Co., Ltd. to Report First Half, 2026 Results on Aug 27, 2026Shenzhen Q&D Circuits Co., Ltd. announced that they will report first half, 2026 results on Aug 27, 2026
Valuation Update With 7 Day Price Move • Jun 29Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥99.35, the stock trades at a trailing P/E ratio of 64x. Average trailing P/E is 80x in the Electronic industry in China. Total returns to shareholders of 13% over the past year.
Valuation Update With 7 Day Price Move • Jun 05Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥116, the stock trades at a trailing P/E ratio of 74.4x. Average trailing P/E is 75x in the Electronic industry in China. Total returns to shareholders of 45% over the past year.
New Risk • May 22New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 9.3% 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 (46% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (9.3% average weekly change).
Declared Dividend • May 18Dividend increased to CN¥0.50Dividend of CN¥0.50 is 25% higher than last year. Ex-date: 20th May 2026 Payment date: 20th May 2026 Dividend yield will be 0.4%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (32% 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 company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. Earnings per share has grown by 23% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 10Shenzhen Q&D Circuits Co., Ltd., Annual General Meeting, May 07, 2026Shenzhen Q&D Circuits Co., Ltd., Annual General Meeting, May 07, 2026, at 14:30 China Standard Time. Location: The Company's Meeting Room, Shenzhen, Guangdong China
Reported Earnings • Apr 10Full year 2025 earnings released: EPS: CN¥1.60 (vs CN¥1.89 in FY 2024)Full year 2025 results: EPS: CN¥1.60. Revenue: CN¥953.5m (up 20% from FY 2024). Net income: CN¥120.9m (up 7.3% from FY 2024). Profit margin: 13% (down from 14% in FY 2024). The decrease in margin was driven by higher expenses.
お知らせ • Mar 31Shenzhen Q&D Circuits Co., Ltd. to Report Q1, 2026 Results on Apr 24, 2026Shenzhen Q&D Circuits Co., Ltd. announced that they will report Q1, 2026 results on Apr 24, 2026
Valuation Update With 7 Day Price Move • Mar 23Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥96.51, the stock trades at a trailing P/E ratio of 56.3x. Average trailing P/E is 58x in the Electronic industry in China. Total returns to shareholders of 4.2% over the past year.
お知らせ • Jan 15Shenzhen Q&D Circuits Co., Ltd. announced a financing transactionShenzhen Q&D Circuits Co., Ltd. announced a private placement of convertible corporate bonds on January 13, 2026. The transaction will include participation from 1st extraordinary general meeting of 2026.
お知らせ • Dec 31Shenzhen Q&D Circuits Co., Ltd. to Report Fiscal Year 2025 Results on Apr 10, 2026Shenzhen Q&D Circuits Co., Ltd. announced that they will report fiscal year 2025 results on Apr 10, 2026
New Risk • Nov 04New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 42% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (42% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.
Reported Earnings • Oct 28Third quarter 2025 earnings released: EPS: CN¥0.50 (vs CN¥0.42 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.50 (up from CN¥0.42 in 3Q 2024). Revenue: CN¥250.7m (up 28% from 3Q 2024). Net income: CN¥37.6m (up 59% from 3Q 2024). Profit margin: 15% (up from 12% in 3Q 2024). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • Oct 27Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥91.83, the stock trades at a trailing P/E ratio of 66.6x. Average trailing P/E is 60x in the Electronic industry in China.
お知らせ • Sep 30Shenzhen Q&D Circuits Co., Ltd. to Report Q3, 2025 Results on Oct 28, 2025Shenzhen Q&D Circuits Co., Ltd. announced that they will report Q3, 2025 results on Oct 28, 2025
New Risk • Sep 03New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 33% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. This is currently the only risk that has been identified for the company.
お知らせ • Jul 02Shenzhen Q&D Circuits Co., Ltd. to Report First Half, 2025 Results on Aug 27, 2025Shenzhen Q&D Circuits Co., Ltd. announced that they will report first half, 2025 results on Aug 27, 2025
お知らせ • Apr 19Shenzhen Q&D Circuits Co., Ltd. Proposes Final Dividend for 2024Shenzhen Q&D Circuits Co., Ltd. proposed final cash dividend of CNY 4.00000000 per 10 shares (tax included) for 2024.
お知らせ • Apr 18Shenzhen Q&D Circuits Co., Ltd., Annual General Meeting, May 09, 2025Shenzhen Q&D Circuits Co., Ltd., Annual General Meeting, May 09, 2025, at 14:30 China Standard Time. Location: The Company's Meeting Room, Shenzhen, Guangdong China
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to CN¥69.36, the stock trades at a trailing P/E ratio of 50.3x. Average trailing P/E is 48x in the Electronic industry in China.
お知らせ • Mar 31Shenzhen Q&D Circuits Co., Ltd. to Report Q1, 2025 Results on Apr 18, 2025Shenzhen Q&D Circuits Co., Ltd. announced that they will report Q1, 2025 results on Apr 18, 2025
Valuation Update With 7 Day Price Move • Mar 13Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥104, the stock trades at a trailing P/E ratio of 75.7x. Average trailing P/E is 53x in the Electronic industry in China.
分析記事 • Jan 22Shenzhen Q&D Circuits Co., Ltd.'s (SZSE:301628) 42% Share Price Surge Not Quite Adding UpShenzhen Q&D Circuits Co., Ltd. ( SZSE:301628 ) shareholders would be excited to see that the share price has had a...
Valuation Update With 7 Day Price Move • Jan 03Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥70.98, the stock trades at a trailing P/E ratio of 51.5x. Average trailing P/E is 44x in the Electronic industry in China.
Valuation Update With 7 Day Price Move • Nov 27Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥83.96, the stock trades at a trailing P/E ratio of 60.9x. Average trailing P/E is 45x in the Electronic industry in China.
Buy Or Sell Opportunity • Oct 31Now 448% overvaluedThe stock has been flat over the last 90 days, currently trading at CN¥138. The fair value is estimated to be CN¥25.10, however this is not to be taken as a sell recommendation but rather should be used as a guide only.
