Jonhon Optronic Technology（002179）株式概要Jonhon Optronic Technology Co., Ltd.は、中国で光、電気、流体接続技術および機器の研究開発を行っている。 詳細002179 ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長2/6過去の実績2/6財務の健全性6/6配当金3/6報酬株価収益率（ 40.9 x） CN市場（ 50 x）を下回っています。収益は年間21.74%増加すると予測されています アナリストらは、株価が20.8%上昇するだろうとほぼ一致している。 リスク分析1.48%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 利益率(9%)は昨年より低い(15.1%) すべてのリスクチェックを見る002179 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¥37.1619.5% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture043b2016201920222025202620282031Revenue CN¥42.8bEarnings CN¥3.8bAdvancedSet Fair ValueView all narrativesJonhon Optronic Technology Co., Ltd. 競合他社Delton Technology (Guangzhou)Symbol: SZSE:001389Market cap: CN¥85.2bShenzhen Kinwong ElectronicSymbol: SHSE:603228Market cap: CN¥69.1bHebei Sinopack Electronic TechnologyLtdSymbol: SZSE:003031Market cap: CN¥57.9bFounder Technology GroupLtdSymbol: SHSE:600601Market cap: CN¥50.7b価格と性能株価の高値、安値、推移の概要Jonhon Optronic Technology過去の株価現在の株価CN¥37.1652週高値CN¥43.6552週安値CN¥32.17ベータ0.191ヶ月の変化12.30%3ヶ月変化6.69%1年変化-11.40%3年間の変化-12.25%5年間の変化-0.69%IPOからの変化201.73%最新ニュースお知らせ • Mar 31Jonhon Optronic Technology Co., Ltd. to Report Q1, 2026 Results on Apr 25, 2026Jonhon Optronic Technology Co., Ltd. announced that they will report Q1, 2026 results on Apr 25, 2026お知らせ • Mar 28Jonhon Optronic Technology Co., Ltd., Annual General Meeting, Apr 23, 2026Jonhon Optronic Technology Co., Ltd., Annual General Meeting, Apr 23, 2026, at 09:30 China Standard Time. Location: The Company's Meeting Room, Luoyang, Henan Chinaお知らせ • Jan 12Jonhon Optronic Technology Co., Ltd. Approves Board ChangesJonhon Optronic Technology Co., Ltd. at its 1st EGM held on January 9, 2026, approved Election of non-independent directors: Zhang Hang, non-independent director; Li Zida, non-independent director; Xu Dongwei, non-independent director. Election of independent directors: Yang Yintang, independent director; Yu Lina, independent director; Liu Yongli, independent director.お知らせ • Dec 31Jonhon Optronic Technology Co., Ltd. to Report Fiscal Year 2025 Results on Mar 14, 2026Jonhon Optronic Technology Co., Ltd. announced that they will report fiscal year 2025 results on Mar 14, 2026お知らせ • Sep 30Jonhon Optronic Technology Co., Ltd. to Report Q3, 2025 Results on Oct 30, 2025Jonhon Optronic Technology Co., Ltd. announced that they will report Q3, 2025 results on Oct 30, 2025お知らせ • Jul 02Jonhon Optronic Technology Co., Ltd. to Report First Half, 2025 Results on Aug 30, 2025Jonhon Optronic Technology Co., Ltd. announced that they will report first half, 2025 results on Aug 30, 2025最新情報をもっと見るRecent updatesお知らせ • Mar 31Jonhon Optronic Technology Co., Ltd. to Report Q1, 2026 Results on Apr 25, 2026Jonhon Optronic Technology Co., Ltd. announced that they will report Q1, 2026 results on Apr 25, 2026お知らせ • Mar 28Jonhon Optronic Technology Co., Ltd., Annual General Meeting, Apr 23, 2026Jonhon Optronic Technology Co., Ltd., Annual General Meeting, Apr 23, 2026, at 09:30 China Standard Time. Location: The Company's Meeting Room, Luoyang, Henan Chinaお知らせ • Jan 12Jonhon Optronic Technology Co., Ltd. Approves Board ChangesJonhon Optronic Technology Co., Ltd. at its 1st EGM held on January 9, 2026, approved Election of non-independent directors: Zhang Hang, non-independent director; Li Zida, non-independent director; Xu Dongwei, non-independent director. Election of independent directors: Yang Yintang, independent director; Yu Lina, independent director; Liu Yongli, independent director.お知らせ • Dec 31Jonhon Optronic Technology Co., Ltd. to Report Fiscal Year 2025 Results on Mar 14, 2026Jonhon Optronic Technology Co., Ltd. announced that they will report fiscal year 2025 results on Mar 14, 2026お知らせ • Sep 30Jonhon Optronic Technology Co., Ltd. to Report Q3, 2025 Results on Oct 30, 2025Jonhon Optronic Technology Co., Ltd. announced that they will report Q3, 2025 results on Oct 30, 2025お知らせ • Jul 02Jonhon Optronic Technology Co., Ltd. to Report First Half, 2025 Results on Aug 30, 2025Jonhon Optronic Technology Co., Ltd. announced that they will report first half, 2025 results on Aug 30, 2025お知らせ • May 01Jonhon Optronic Technology Co., Ltd. (SZSE:002179) announces an Equity Buyback for CNY 150 million worth of its shares.Jonhon Optronic Technology Co., Ltd. (SZSE:002179) announces a share repurchase program. Under the program, the company will repurchase up to CNY 150 million worth of its A shares. The shares will be purchased at a price not exceeding CNY 50.94 per share. The repurchased shares will be used for equity incentive plan. The program is valid for a period of 12 months.お知らせ • Apr 01Avic Jonhon Optronic Technology Co.,Ltd. Proposes Final Cash Dividend for the Year of 2023Jonhon Optronic Technology Co., Ltd. announced on 31 March 2025 the profit distribution proposal for 2024 as Cash dividend/10 shares (tax included): CNY 8.00000000.お知らせ • Mar 31Jonhon Optronic Technology Co., Ltd. to Report Q1, 2025 Results on Apr 29, 2025Jonhon Optronic Technology Co., Ltd. announced that they will report Q1, 2025 results on Apr 29, 2025お知らせ • Mar 29Jonhon Optronic Technology Co., Ltd., Annual General Meeting, Apr 28, 2025Jonhon Optronic Technology Co., Ltd., Annual General Meeting, Apr 28, 2025, at 09:30 China Standard Time. Location: 11F, No. 6, Qianjing South Road, Luoyang Area, China (Henan) Pilot Free Trade Zone, Henan Chinaお知らせ • Dec 31Jonhon Optronic Technology Co., Ltd. to Report Fiscal Year 2024 Results on Mar 15, 2025Jonhon Optronic Technology Co., Ltd. announced that they will report fiscal year 2024 results on Mar 15, 2025Buy Or Sell Opportunity • Nov 01Now 21% undervaluedOver the last 90 days, the stock has risen 13% to CN¥43.24. The fair value is estimated to be CN¥54.76, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 14%. Revenue is forecast to grow by 62% in 2 years. Earnings are forecast to grow by 73% in the next 2 years.Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: CN¥0.41 (vs CN¥0.46 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.41 (down from CN¥0.46 in 3Q 2023). Revenue: CN¥4.90b (up 6.4% from 3Q 2023). Net income: CN¥844.9m (down 10% from 3Q 2023). Profit margin: 17% (down from 20% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥43.54, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 21x in the Electronic industry in China. Negligible returns to shareholders over past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥46.16 per share.お知らせ • Sep 30AVIC Jonhon Optronic Technology Co.,Ltd. to Report Q3, 2024 Results on Oct 30, 2024AVIC Jonhon Optronic Technology Co.,Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024Buy Or Sell Opportunity • Sep 13Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 5.6% to CN¥36.95. The fair value is estimated to be CN¥46.40, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 18%. Revenue is forecast to grow by 58% in 2 years. Earnings are forecast to grow by 64% in the next 2 years.Reported Earnings • Aug 30Second quarter 2024 earnings released: EPS: CN¥0.43 (vs CN¥0.47 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.43 (down from CN¥0.47 in 2Q 2023). Revenue: CN¥5.18b (down 4.3% from 2Q 2023). Net income: CN¥917.3m (down 4.5% from 2Q 2023). Profit margin: 18% (in line with 2Q 2023). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.お知らせ • Jun 29AVIC Jonhon Optronic Technology Co.,Ltd. to Report First Half, 2024 Results on Aug 28, 2024AVIC Jonhon Optronic Technology Co.,Ltd. announced that they will report first half, 2024 results on Aug 28, 2024Declared Dividend • May 16Dividend of CN¥0.60 announcedShareholders will receive a dividend of CN¥0.60. Ex-date: 21st May 2024 Payment date: 21st May 2024 Dividend yield will be 1.7%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (40% earnings payout ratio) but not covered by cash flows (120% cash payout ratio). The dividend has increased by an average of 28% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 74% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 15AVIC Jonhon Optronic Technology Co.,Ltd. Implements Final Cash Dividend for 2023, Payable on 21 May 2024AVIC Jonhon Optronic Technology Co.,Ltd. implemented final cash dividend of A shares of CNY 6.0000000 per 10 shares (tax included) for 2023. Record date: 20 May 2024. Ex-date: 21 May 2024. Payment date: 21 May 2024.Reported Earnings • Apr 27First quarter 2024 earnings released: EPS: CN¥0.36 (vs CN¥0.48 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.36 (down from CN¥0.48 in 1Q 2023). Revenue: CN¥4.01b (down 25% from 1Q 2023). Net income: CN¥750.9m (down 24% from 1Q 2023). Profit margin: 19% (in line with 1Q 2023). Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • Apr 13AVIC Jonhon Optronic Technology Co.,Ltd. Approves Cash Dividend for 2023AVIC Jonhon Optronic Technology Co.,Ltd. announced that at its AGM held on 11 April 2024, approved 2023 profit distribution plan: Cash dividend/10 shares (tax included) is CNY 6.00000000.お知らせ • Mar 30AVIC Jonhon Optronic Technology Co.,Ltd. to Report Q1, 2024 Results on Apr 27, 2024AVIC Jonhon Optronic Technology Co.,Ltd. announced that they will report Q1, 2024 results on Apr 27, 2024Reported Earnings • Mar 16Full year 2023 earnings released: EPS: CN¥1.62 (vs CN¥1.33 in FY 2022)Full year 2023 results: EPS: CN¥1.62 (up from CN¥1.33 in FY 2022). Revenue: CN¥20.1b (up 27% from FY 2022). Net income: CN¥3.34b (up 23% from FY 2022). Profit margin: 17% (in line with FY 2022). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Feb 09Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥34.96, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 18x in the Electronic industry in China. Total loss to shareholders of 16% over the past three years.Reported Earnings • Feb 02Full year 2023 earnings released: EPS: CN¥1.61 (vs CN¥1.33 in FY 2022)Full year 2023 results: EPS: CN¥1.61 (up from CN¥1.33 in FY 2022). Revenue: CN¥20.1b (up 27% from FY 2022). Net income: CN¥3.34b (up 23% from FY 2022). Profit margin: 17% (in line with FY 2022). Revenue is forecast to grow 18% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.お知らせ • Dec 30AVIC Jonhon Optronic Technology Co.,Ltd. to Report Fiscal Year 2023 Results on Mar 16, 2024AVIC Jonhon Optronic Technology Co.,Ltd. announced that they will report fiscal year 2023 results on Mar 16, 2024Reported Earnings • Oct 25Third quarter 2023 earnings released: EPS: CN¥0.46 (vs CN¥0.38 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.46 (up from CN¥0.38 in 3Q 2022). Revenue: CN¥4.60b (up 7.9% from 3Q 2022). Net income: CN¥940.2m (up 21% from 3Q 2022). Profit margin: 20% (up from 18% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 30AVIC Jonhon Optronic Technology Co.,Ltd. to Report Q3, 2023 Results on Oct 25, 2023AVIC Jonhon Optronic Technology Co.,Ltd. announced that they will report Q3, 2023 results on Oct 25, 2023お知らせ • Jul 01AVIC Jonhon Optronic Technology Co.,Ltd. to Report First Half, 2023 Results on Aug 23, 2023AVIC Jonhon Optronic Technology Co.,Ltd. announced that they will report first half, 2023 results on Aug 23, 2023お知らせ • May 10AVIC Jonhon Optronic Technology Co.,Ltd. Announces Final Cash Dividend on A Shares for the Year 2022, Payable on May 16, 2023AVIC Jonhon Optronic Technology Co.,Ltd. announced final Cash dividend/10 shares (tax included) of CNY 5.50000000 on A shares for the year 2022, payable on May 16, 2023. Record date: May 15, 2023; Ex-date: May 16, 2023.Reported Earnings • Mar 16Full year 2022 earnings released: EPS: CN¥1.73 (vs CN¥1.33 in FY 2021)Full year 2022 results: EPS: CN¥1.73 (up from CN¥1.33 in FY 2021). Revenue: CN¥15.8b (up 23% from FY 2021). Net income: CN¥2.72b (up 37% from FY 2021). Profit margin: 17% (up from 16% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 21% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 30% per year whereas the company’s share price has increased by 29% per year.Reported Earnings • Feb 05Full year 2022 earnings released: EPS: CN¥1.73 (vs CN¥1.33 in FY 2021)Full year 2022 results: EPS: CN¥1.73 (up from CN¥1.33 in FY 2021). Revenue: CN¥15.8b (up 23% from FY 2021). Net income: CN¥2.72b (up 37% from FY 2021). Profit margin: 17% (up from 16% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 22% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 30% per year whereas the company’s share price has increased by 31% per year.お知らせ • Jan 17AVIC Jonhon Optronic Technology Co.,Ltd. Approves Board ElectionsAVIC Jonhon Optronic Technology Co.,Ltd. at its EGM held on January 13, 2023 approved election of Zhang Li as non-independent director and Qi Xia as supervisor.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. 5 experienced directors. No highly experienced directors. Supervisor Shuangcheng Lu is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Reported Earnings • Oct 30Third quarter 2022 earnings released: EPS: CN¥0.50 (vs CN¥0.34 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.50 (up from CN¥0.34 in 3Q 2021). Revenue: CN¥4.26b (up 33% from 3Q 2021). Net income: CN¥775.4m (up 52% from 3Q 2021). Profit margin: 18% (up from 16% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 21% 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 30% per year whereas the company’s share price has increased by 33% per year.Reported Earnings • May 02First quarter 2022 earnings released: EPS: CN¥0.66 (vs CN¥0.58 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.66 (up from CN¥0.58 in 1Q 2021). Revenue: CN¥3.97b (up 17% from 1Q 2021). Net income: CN¥737.4m (up 18% from 1Q 2021). Profit margin: 19% (in line with 1Q 2021). Over the next year, revenue is forecast to grow 28%, compared to a 25% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CFO, Secretary of the Board & Non-Independent Director Yang Liu was the last director to join the board, commencing their role in 2020. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Apr 02Full year 2021 earnings released: EPS: CN¥1.86 (vs CN¥1.35 in FY 2020)Full year 2021 results: EPS: CN¥1.86 (up from CN¥1.35 in FY 2020). Revenue: CN¥12.9b (up 25% from FY 2020). Net income: CN¥1.99b (up 38% from FY 2020). Profit margin: 15% (up from 14% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 27%, compared to a 25% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Jan 29Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: CN¥1.86 (up from CN¥1.35 in FY 2020). Revenue: CN¥12.9b (up 25% from FY 2020). Net income: CN¥1.99b (up 38% from FY 2020). Profit margin: 15% (up from 14% in FY 2020). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 3.2%. Over the next year, revenue is forecast to grow 31%, compared to a 28% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 47% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Aug 29Second quarter 2021 earnings released: EPS CN¥0.46 (vs CN¥0.46 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: CN¥3.28b (up 8.9% from 2Q 2020). Net income: CN¥489.5m (down 2.0% from 2Q 2020). Profit margin: 15% (down from 17% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Jul 09Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥84.22, the stock trades at a forward P/E ratio of 44x. Average forward P/E is 29x in the Electronic industry in China. Total returns to shareholders of 161% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥50.60 per share.Reported Earnings • May 02First quarter 2021 earnings released: EPS CN¥0.58 (vs CN¥0.15 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥3.39b (up 88% from 1Q 2020). Net income: CN¥624.4m (up 281% from 1Q 2020). Profit margin: 18% (up from 9.1% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Apr 16Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥79.00, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 25x in the Electronic industry in China. Total returns to shareholders of 144% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥39.81 per share.Reported Earnings • Mar 31Full year 2020 earnings released: EPS CN¥1.35 (vs CN¥1.04 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥10.3b (up 13% from FY 2019). Net income: CN¥1.44b (up 34% from FY 2019). Profit margin: 14% (up from 12% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.Is New 90 Day High Low • Mar 10New 90-day low: CN¥59.94The company is down 7.0% from its price of CN¥64.60 on 10 December 2020. The Chinese market is down 3.0% over the last 90 days, indicating the company underperformed over that time. However, its price trend is similar to the Electronic industry, which is also down 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥5.37 per share.Valuation Update With 7 Day Price Move • Mar 10Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to CN¥59.94, the stock is trading at a trailing P/E ratio of 44.5x, down from the previous P/E ratio of 53.3x. This compares to an average P/E of 37x in the Electronic industry in China. Total returns to shareholders over the past three years are 105%.Valuation Update With 7 Day Price Move • Feb 23Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to CN¥65.35, the stock is trading at a trailing P/E ratio of 51.8x, down from the previous P/E ratio of 61.2x. This compares to an average P/E of 40x in the Electronic industry in China. Total returns to shareholders over the past three years are 126%.Is New 90 Day High Low • Jan 07New 90-day high: CN¥85.45The company is up 79% from its price of CN¥47.65 on 09 October 2020. The Chinese market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥12.66 per share.Valuation Update With 7 Day Price Move • Jan 04Investor sentiment improved over the past weekAfter last week's 19% share price gain to CN¥85.39, the stock is trading at a trailing P/E ratio of 67.7x, up from the previous P/E ratio of 57.1x. This compares to an average P/E of 42x in the Electronic industry in China. Total returns to shareholders over the past three years are 191%.Valuation Update With 7 Day Price Move • Dec 25Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥73.99, the stock is trading at a trailing P/E ratio of 58.7x, up from the previous P/E ratio of 50.4x. This compares to an average P/E of 41x in the Electronic industry in China. Total returns to shareholders over the past three years are 147%.Is New 90 Day High Low • Dec 21New 90-day high: CN¥68.36The company is up 46% from its price of CN¥46.80 on 23 September 2020. The Chinese market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥12.69 per share.Is New 90 Day High Low • Nov 24New 90-day high: CN¥61.30The company is up 30% from its price of CN¥46.99 on 26 August 2020. The Chinese market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is down 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥11.11 per share.Analyst Estimate Surprise Post Earnings • Oct 30Third-quarter earnings released: Revenue beats expectationsThird-quarter revenue exceeded analyst estimates by 12% at CN¥2.86b. Revenue is forecast to grow 22% over the next year, compared to a 30% growth forecast for the Electronic industry in China.Reported Earnings • Oct 30Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥1.34b, up 23% from the prior year. Total revenue was CN¥9.93b over the last 12 months, up 11% from the prior year.Is New 90 Day High Low • Oct 30New 90-day high: CN¥55.40The company is up 27% from its price of CN¥43.55 on 31 July 2020. The Chinese market is down 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is down 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥11.07 per share.Is New 90 Day High Low • Oct 15New 90-day high: CN¥50.85The company is up 22% from its price of CN¥41.77 on 17 July 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥12.43 per share.株主還元002179CN ElectronicCN 市場7D2.5%1.5%2.3%1Y-11.4%95.1%35.2%株主還元を見る業界別リターン: 002179過去 1 年間で95.1 % 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: 002179は、過去 1 年間で35.2 % のリターンを上げたCN市場を下回りました。価格変動Is 002179's price volatile compared to industry and market?002179 volatility002179 Average Weekly Movement5.2%Electronic Industry Average Movement7.2%Market Average Movement6.3%10% most volatile stocks in CN Market9.8%10% least volatile stocks in CN Market4.2%安定した株価: 002179 、 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: 002179の 週次ボラティリティ ( 5% ) 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200719,493Sen Liwww.jonhon.cnJonhon Optronic Technology Co., Ltd.は、中国で光、電気、流体接続技術と機器の研究開発を行っている。同社は、屋内電源、伝送およびボード内電源伝送、RF信号伝送、信号監視、電源、フロントホール・ファイバー、データセンター冷却、汎用ケーブル、ラックボード間電源、ラック配電、ラックデータ交換、冷却、トレインエンド・ジャンパーシステムを提供している。また、電力交換、充電、車載充電器、インバーター、DCコンバーター、配電ユニット、バッテリーパック、モーター制御ユニット、モーター、患者監視およびX線製品、超音波および磁気共鳴製品、統合相互接続ソリューション、磁気浮上制御ユニット、信号制御および牽引変換製品、原子力発電所向け計装、標準化スイッチキャビネット、局所保護装置、パイプライン検査、物理探査、坑井検層および掘削装置も提供している。同社の製品は、防衛、民間航空宇宙、通信ネットワーク、データセンター、石油機器、電力機器、産業機器、鉄道輸送、医療機器、電気自動車、民生用電子機器、その他の製造分野で使用されている。旧社名はAVIC Jonhon Optronic Technology Co Ltd.で、2024年11月に社名をJonhon Optronic Technology Co Ltd.に変更した。1970年に設立され、中国洛陽市に本社を置く。もっと見るJonhon Optronic Technology Co., Ltd. 基礎のまとめJonhon Optronic Technology の収益と売上を時価総額と比較するとどうか。002179 基礎統計学時価総額CN¥78.53b収益（TTM）CN¥1.92b売上高(TTM)CN¥21.42b40.9xPER（株価収益率3.7xP/Sレシオ002179 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002179 損益計算書（TTM）収益CN¥21.42b売上原価CN¥15.36b売上総利益CN¥6.06bその他の費用CN¥4.14b収益CN¥1.92b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）0.91グロス・マージン28.27%純利益率8.96%有利子負債／自己資本比率5.1%002179 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1.5%現在の配当利回り61%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/06 10:54終値2026/05/06 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Jonhon Optronic Technology Co., Ltd. 5 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。14 アナリスト機関You You LiuChina Stock Investment Research Co. Ltd. (GZ500..com)Chenshuo FuCitic Securities Co., Ltd.Chun-Kai WangCitigroup Inc11 その他のアナリストを表示
お知らせ • Mar 31Jonhon Optronic Technology Co., Ltd. to Report Q1, 2026 Results on Apr 25, 2026Jonhon Optronic Technology Co., Ltd. announced that they will report Q1, 2026 results on Apr 25, 2026
お知らせ • Mar 28Jonhon Optronic Technology Co., Ltd., Annual General Meeting, Apr 23, 2026Jonhon Optronic Technology Co., Ltd., Annual General Meeting, Apr 23, 2026, at 09:30 China Standard Time. Location: The Company's Meeting Room, Luoyang, Henan China
お知らせ • Jan 12Jonhon Optronic Technology Co., Ltd. Approves Board ChangesJonhon Optronic Technology Co., Ltd. at its 1st EGM held on January 9, 2026, approved Election of non-independent directors: Zhang Hang, non-independent director; Li Zida, non-independent director; Xu Dongwei, non-independent director. Election of independent directors: Yang Yintang, independent director; Yu Lina, independent director; Liu Yongli, independent director.
お知らせ • Dec 31Jonhon Optronic Technology Co., Ltd. to Report Fiscal Year 2025 Results on Mar 14, 2026Jonhon Optronic Technology Co., Ltd. announced that they will report fiscal year 2025 results on Mar 14, 2026
お知らせ • Sep 30Jonhon Optronic Technology Co., Ltd. to Report Q3, 2025 Results on Oct 30, 2025Jonhon Optronic Technology Co., Ltd. announced that they will report Q3, 2025 results on Oct 30, 2025
お知らせ • Jul 02Jonhon Optronic Technology Co., Ltd. to Report First Half, 2025 Results on Aug 30, 2025Jonhon Optronic Technology Co., Ltd. announced that they will report first half, 2025 results on Aug 30, 2025
お知らせ • Mar 31Jonhon Optronic Technology Co., Ltd. to Report Q1, 2026 Results on Apr 25, 2026Jonhon Optronic Technology Co., Ltd. announced that they will report Q1, 2026 results on Apr 25, 2026
お知らせ • Mar 28Jonhon Optronic Technology Co., Ltd., Annual General Meeting, Apr 23, 2026Jonhon Optronic Technology Co., Ltd., Annual General Meeting, Apr 23, 2026, at 09:30 China Standard Time. Location: The Company's Meeting Room, Luoyang, Henan China
お知らせ • Jan 12Jonhon Optronic Technology Co., Ltd. Approves Board ChangesJonhon Optronic Technology Co., Ltd. at its 1st EGM held on January 9, 2026, approved Election of non-independent directors: Zhang Hang, non-independent director; Li Zida, non-independent director; Xu Dongwei, non-independent director. Election of independent directors: Yang Yintang, independent director; Yu Lina, independent director; Liu Yongli, independent director.
お知らせ • Dec 31Jonhon Optronic Technology Co., Ltd. to Report Fiscal Year 2025 Results on Mar 14, 2026Jonhon Optronic Technology Co., Ltd. announced that they will report fiscal year 2025 results on Mar 14, 2026
お知らせ • Sep 30Jonhon Optronic Technology Co., Ltd. to Report Q3, 2025 Results on Oct 30, 2025Jonhon Optronic Technology Co., Ltd. announced that they will report Q3, 2025 results on Oct 30, 2025
お知らせ • Jul 02Jonhon Optronic Technology Co., Ltd. to Report First Half, 2025 Results on Aug 30, 2025Jonhon Optronic Technology Co., Ltd. announced that they will report first half, 2025 results on Aug 30, 2025
お知らせ • May 01Jonhon Optronic Technology Co., Ltd. (SZSE:002179) announces an Equity Buyback for CNY 150 million worth of its shares.Jonhon Optronic Technology Co., Ltd. (SZSE:002179) announces a share repurchase program. Under the program, the company will repurchase up to CNY 150 million worth of its A shares. The shares will be purchased at a price not exceeding CNY 50.94 per share. The repurchased shares will be used for equity incentive plan. The program is valid for a period of 12 months.
お知らせ • Apr 01Avic Jonhon Optronic Technology Co.,Ltd. Proposes Final Cash Dividend for the Year of 2023Jonhon Optronic Technology Co., Ltd. announced on 31 March 2025 the profit distribution proposal for 2024 as Cash dividend/10 shares (tax included): CNY 8.00000000.
お知らせ • Mar 31Jonhon Optronic Technology Co., Ltd. to Report Q1, 2025 Results on Apr 29, 2025Jonhon Optronic Technology Co., Ltd. announced that they will report Q1, 2025 results on Apr 29, 2025
お知らせ • Mar 29Jonhon Optronic Technology Co., Ltd., Annual General Meeting, Apr 28, 2025Jonhon Optronic Technology Co., Ltd., Annual General Meeting, Apr 28, 2025, at 09:30 China Standard Time. Location: 11F, No. 6, Qianjing South Road, Luoyang Area, China (Henan) Pilot Free Trade Zone, Henan China
お知らせ • Dec 31Jonhon Optronic Technology Co., Ltd. to Report Fiscal Year 2024 Results on Mar 15, 2025Jonhon Optronic Technology Co., Ltd. announced that they will report fiscal year 2024 results on Mar 15, 2025
Buy Or Sell Opportunity • Nov 01Now 21% undervaluedOver the last 90 days, the stock has risen 13% to CN¥43.24. The fair value is estimated to be CN¥54.76, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 14%. Revenue is forecast to grow by 62% in 2 years. Earnings are forecast to grow by 73% in the next 2 years.
Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: CN¥0.41 (vs CN¥0.46 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.41 (down from CN¥0.46 in 3Q 2023). Revenue: CN¥4.90b (up 6.4% from 3Q 2023). Net income: CN¥844.9m (down 10% from 3Q 2023). Profit margin: 17% (down from 20% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥43.54, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 21x in the Electronic industry in China. Negligible returns to shareholders over past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥46.16 per share.
お知らせ • Sep 30AVIC Jonhon Optronic Technology Co.,Ltd. to Report Q3, 2024 Results on Oct 30, 2024AVIC Jonhon Optronic Technology Co.,Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024
Buy Or Sell Opportunity • Sep 13Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 5.6% to CN¥36.95. The fair value is estimated to be CN¥46.40, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 18%. Revenue is forecast to grow by 58% in 2 years. Earnings are forecast to grow by 64% in the next 2 years.
Reported Earnings • Aug 30Second quarter 2024 earnings released: EPS: CN¥0.43 (vs CN¥0.47 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.43 (down from CN¥0.47 in 2Q 2023). Revenue: CN¥5.18b (down 4.3% from 2Q 2023). Net income: CN¥917.3m (down 4.5% from 2Q 2023). Profit margin: 18% (in line with 2Q 2023). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
お知らせ • Jun 29AVIC Jonhon Optronic Technology Co.,Ltd. to Report First Half, 2024 Results on Aug 28, 2024AVIC Jonhon Optronic Technology Co.,Ltd. announced that they will report first half, 2024 results on Aug 28, 2024
Declared Dividend • May 16Dividend of CN¥0.60 announcedShareholders will receive a dividend of CN¥0.60. Ex-date: 21st May 2024 Payment date: 21st May 2024 Dividend yield will be 1.7%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (40% earnings payout ratio) but not covered by cash flows (120% cash payout ratio). The dividend has increased by an average of 28% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 74% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 15AVIC Jonhon Optronic Technology Co.,Ltd. Implements Final Cash Dividend for 2023, Payable on 21 May 2024AVIC Jonhon Optronic Technology Co.,Ltd. implemented final cash dividend of A shares of CNY 6.0000000 per 10 shares (tax included) for 2023. Record date: 20 May 2024. Ex-date: 21 May 2024. Payment date: 21 May 2024.
Reported Earnings • Apr 27First quarter 2024 earnings released: EPS: CN¥0.36 (vs CN¥0.48 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.36 (down from CN¥0.48 in 1Q 2023). Revenue: CN¥4.01b (down 25% from 1Q 2023). Net income: CN¥750.9m (down 24% from 1Q 2023). Profit margin: 19% (in line with 1Q 2023). Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • Apr 13AVIC Jonhon Optronic Technology Co.,Ltd. Approves Cash Dividend for 2023AVIC Jonhon Optronic Technology Co.,Ltd. announced that at its AGM held on 11 April 2024, approved 2023 profit distribution plan: Cash dividend/10 shares (tax included) is CNY 6.00000000.
お知らせ • Mar 30AVIC Jonhon Optronic Technology Co.,Ltd. to Report Q1, 2024 Results on Apr 27, 2024AVIC Jonhon Optronic Technology Co.,Ltd. announced that they will report Q1, 2024 results on Apr 27, 2024
Reported Earnings • Mar 16Full year 2023 earnings released: EPS: CN¥1.62 (vs CN¥1.33 in FY 2022)Full year 2023 results: EPS: CN¥1.62 (up from CN¥1.33 in FY 2022). Revenue: CN¥20.1b (up 27% from FY 2022). Net income: CN¥3.34b (up 23% from FY 2022). Profit margin: 17% (in line with FY 2022). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Feb 09Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥34.96, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 18x in the Electronic industry in China. Total loss to shareholders of 16% over the past three years.
Reported Earnings • Feb 02Full year 2023 earnings released: EPS: CN¥1.61 (vs CN¥1.33 in FY 2022)Full year 2023 results: EPS: CN¥1.61 (up from CN¥1.33 in FY 2022). Revenue: CN¥20.1b (up 27% from FY 2022). Net income: CN¥3.34b (up 23% from FY 2022). Profit margin: 17% (in line with FY 2022). Revenue is forecast to grow 18% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
お知らせ • Dec 30AVIC Jonhon Optronic Technology Co.,Ltd. to Report Fiscal Year 2023 Results on Mar 16, 2024AVIC Jonhon Optronic Technology Co.,Ltd. announced that they will report fiscal year 2023 results on Mar 16, 2024
Reported Earnings • Oct 25Third quarter 2023 earnings released: EPS: CN¥0.46 (vs CN¥0.38 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.46 (up from CN¥0.38 in 3Q 2022). Revenue: CN¥4.60b (up 7.9% from 3Q 2022). Net income: CN¥940.2m (up 21% from 3Q 2022). Profit margin: 20% (up from 18% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 30AVIC Jonhon Optronic Technology Co.,Ltd. to Report Q3, 2023 Results on Oct 25, 2023AVIC Jonhon Optronic Technology Co.,Ltd. announced that they will report Q3, 2023 results on Oct 25, 2023
お知らせ • Jul 01AVIC Jonhon Optronic Technology Co.,Ltd. to Report First Half, 2023 Results on Aug 23, 2023AVIC Jonhon Optronic Technology Co.,Ltd. announced that they will report first half, 2023 results on Aug 23, 2023
お知らせ • May 10AVIC Jonhon Optronic Technology Co.,Ltd. Announces Final Cash Dividend on A Shares for the Year 2022, Payable on May 16, 2023AVIC Jonhon Optronic Technology Co.,Ltd. announced final Cash dividend/10 shares (tax included) of CNY 5.50000000 on A shares for the year 2022, payable on May 16, 2023. Record date: May 15, 2023; Ex-date: May 16, 2023.
Reported Earnings • Mar 16Full year 2022 earnings released: EPS: CN¥1.73 (vs CN¥1.33 in FY 2021)Full year 2022 results: EPS: CN¥1.73 (up from CN¥1.33 in FY 2021). Revenue: CN¥15.8b (up 23% from FY 2021). Net income: CN¥2.72b (up 37% from FY 2021). Profit margin: 17% (up from 16% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 21% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 30% per year whereas the company’s share price has increased by 29% per year.
Reported Earnings • Feb 05Full year 2022 earnings released: EPS: CN¥1.73 (vs CN¥1.33 in FY 2021)Full year 2022 results: EPS: CN¥1.73 (up from CN¥1.33 in FY 2021). Revenue: CN¥15.8b (up 23% from FY 2021). Net income: CN¥2.72b (up 37% from FY 2021). Profit margin: 17% (up from 16% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 22% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 30% per year whereas the company’s share price has increased by 31% per year.
お知らせ • Jan 17AVIC Jonhon Optronic Technology Co.,Ltd. Approves Board ElectionsAVIC Jonhon Optronic Technology Co.,Ltd. at its EGM held on January 13, 2023 approved election of Zhang Li as non-independent director and Qi Xia as supervisor.
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. 5 experienced directors. No highly experienced directors. Supervisor Shuangcheng Lu is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Reported Earnings • Oct 30Third quarter 2022 earnings released: EPS: CN¥0.50 (vs CN¥0.34 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.50 (up from CN¥0.34 in 3Q 2021). Revenue: CN¥4.26b (up 33% from 3Q 2021). Net income: CN¥775.4m (up 52% from 3Q 2021). Profit margin: 18% (up from 16% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 21% 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 30% per year whereas the company’s share price has increased by 33% per year.
Reported Earnings • May 02First quarter 2022 earnings released: EPS: CN¥0.66 (vs CN¥0.58 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.66 (up from CN¥0.58 in 1Q 2021). Revenue: CN¥3.97b (up 17% from 1Q 2021). Net income: CN¥737.4m (up 18% from 1Q 2021). Profit margin: 19% (in line with 1Q 2021). Over the next year, revenue is forecast to grow 28%, compared to a 25% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.
Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CFO, Secretary of the Board & Non-Independent Director Yang Liu was the last director to join the board, commencing their role in 2020. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Apr 02Full year 2021 earnings released: EPS: CN¥1.86 (vs CN¥1.35 in FY 2020)Full year 2021 results: EPS: CN¥1.86 (up from CN¥1.35 in FY 2020). Revenue: CN¥12.9b (up 25% from FY 2020). Net income: CN¥1.99b (up 38% from FY 2020). Profit margin: 15% (up from 14% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 27%, compared to a 25% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Jan 29Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: CN¥1.86 (up from CN¥1.35 in FY 2020). Revenue: CN¥12.9b (up 25% from FY 2020). Net income: CN¥1.99b (up 38% from FY 2020). Profit margin: 15% (up from 14% in FY 2020). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 3.2%. Over the next year, revenue is forecast to grow 31%, compared to a 28% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 47% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Aug 29Second quarter 2021 earnings released: EPS CN¥0.46 (vs CN¥0.46 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: CN¥3.28b (up 8.9% from 2Q 2020). Net income: CN¥489.5m (down 2.0% from 2Q 2020). Profit margin: 15% (down from 17% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Jul 09Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥84.22, the stock trades at a forward P/E ratio of 44x. Average forward P/E is 29x in the Electronic industry in China. Total returns to shareholders of 161% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥50.60 per share.
Reported Earnings • May 02First quarter 2021 earnings released: EPS CN¥0.58 (vs CN¥0.15 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥3.39b (up 88% from 1Q 2020). Net income: CN¥624.4m (up 281% from 1Q 2020). Profit margin: 18% (up from 9.1% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Apr 16Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥79.00, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 25x in the Electronic industry in China. Total returns to shareholders of 144% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥39.81 per share.
Reported Earnings • Mar 31Full year 2020 earnings released: EPS CN¥1.35 (vs CN¥1.04 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥10.3b (up 13% from FY 2019). Net income: CN¥1.44b (up 34% from FY 2019). Profit margin: 14% (up from 12% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.
Is New 90 Day High Low • Mar 10New 90-day low: CN¥59.94The company is down 7.0% from its price of CN¥64.60 on 10 December 2020. The Chinese market is down 3.0% over the last 90 days, indicating the company underperformed over that time. However, its price trend is similar to the Electronic industry, which is also down 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥5.37 per share.
Valuation Update With 7 Day Price Move • Mar 10Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to CN¥59.94, the stock is trading at a trailing P/E ratio of 44.5x, down from the previous P/E ratio of 53.3x. This compares to an average P/E of 37x in the Electronic industry in China. Total returns to shareholders over the past three years are 105%.
Valuation Update With 7 Day Price Move • Feb 23Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to CN¥65.35, the stock is trading at a trailing P/E ratio of 51.8x, down from the previous P/E ratio of 61.2x. This compares to an average P/E of 40x in the Electronic industry in China. Total returns to shareholders over the past three years are 126%.
Is New 90 Day High Low • Jan 07New 90-day high: CN¥85.45The company is up 79% from its price of CN¥47.65 on 09 October 2020. The Chinese market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥12.66 per share.
Valuation Update With 7 Day Price Move • Jan 04Investor sentiment improved over the past weekAfter last week's 19% share price gain to CN¥85.39, the stock is trading at a trailing P/E ratio of 67.7x, up from the previous P/E ratio of 57.1x. This compares to an average P/E of 42x in the Electronic industry in China. Total returns to shareholders over the past three years are 191%.
Valuation Update With 7 Day Price Move • Dec 25Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥73.99, the stock is trading at a trailing P/E ratio of 58.7x, up from the previous P/E ratio of 50.4x. This compares to an average P/E of 41x in the Electronic industry in China. Total returns to shareholders over the past three years are 147%.
Is New 90 Day High Low • Dec 21New 90-day high: CN¥68.36The company is up 46% from its price of CN¥46.80 on 23 September 2020. The Chinese market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥12.69 per share.
Is New 90 Day High Low • Nov 24New 90-day high: CN¥61.30The company is up 30% from its price of CN¥46.99 on 26 August 2020. The Chinese market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is down 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥11.11 per share.
Analyst Estimate Surprise Post Earnings • Oct 30Third-quarter earnings released: Revenue beats expectationsThird-quarter revenue exceeded analyst estimates by 12% at CN¥2.86b. Revenue is forecast to grow 22% over the next year, compared to a 30% growth forecast for the Electronic industry in China.
Reported Earnings • Oct 30Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥1.34b, up 23% from the prior year. Total revenue was CN¥9.93b over the last 12 months, up 11% from the prior year.
Is New 90 Day High Low • Oct 30New 90-day high: CN¥55.40The company is up 27% from its price of CN¥43.55 on 31 July 2020. The Chinese market is down 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is down 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥11.07 per share.
Is New 90 Day High Low • Oct 15New 90-day high: CN¥50.85The company is up 22% from its price of CN¥41.77 on 17 July 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥12.43 per share.
