Long Young Electronic (Kunshan)（301389）株式概要龍永電子（昆山）有限公司 詳細301389 ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長5/6過去の実績2/6財務の健全性5/6配当金1/6報酬収益は年間54.17%増加すると予測されています リスク分析CN市場と比較して、過去 3 か月間の株価の変動が非常に大きい0.47%の配当は、利益やフリーキャッシュフローによって十分にカバーされていない 利益率(16.7%)は昨年より低い(31.5%) すべてのリスクチェックを見る301389 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¥77.5273.8% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture03b2016201920222025202620282031Revenue CN¥3.5bEarnings CN¥580.8mAdvancedSet Fair ValueView all narrativesLong Young Electronic (Kunshan) Co., Ltd. 競合他社Quectel Wireless SolutionsSymbol: SHSE:603236Market cap: CN¥21.6bHONG RI DA TechnologySymbol: SZSE:301285Market cap: CN¥23.1bElectric Connector TechnologySymbol: SZSE:300679Market cap: CN¥22.6bBeijing Victory ElectricLtdSymbol: SZSE:001393Market cap: CN¥20.7b価格と性能株価の高値、安値、推移の概要Long Young Electronic (Kunshan)過去の株価現在の株価CN¥77.5252週高値CN¥84.2052週安値CN¥20.12ベータ0.611ヶ月の変化29.61%3ヶ月変化45.06%1年変化257.07%3年間の変化319.03%5年間の変化n/aIPOからの変化296.52%最新ニュースBoard Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Tiehua Liu was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 27Long Young Electronic (Kunshan) Co., Ltd., Annual General Meeting, May 20, 2026Long Young Electronic (Kunshan) Co., Ltd., Annual General Meeting, May 20, 2026, at 14:30 China Standard Time. Location: The Company's Meeting Room, Kunshan, Jiangsu Chinaお知らせ • Mar 31Long Young Electronic (Kunshan) Co., Ltd. to Report Q1, 2026 Results on Apr 27, 2026Long Young Electronic (Kunshan) Co., Ltd. announced that they will report Q1, 2026 results on Apr 27, 2026お知らせ • Dec 31Long Young Electronic (Kunshan) Co., Ltd. to Report Fiscal Year 2025 Results on Apr 27, 2026Long Young Electronic (Kunshan) Co., Ltd. announced that they will report fiscal year 2025 results on Apr 27, 2026お知らせ • Sep 30Long Young Electronic (Kunshan) Co., Ltd. to Report Q3, 2025 Results on Oct 30, 2025Long Young Electronic (Kunshan) Co., Ltd. announced that they will report Q3, 2025 results on Oct 30, 2025お知らせ • Jul 02Long Young Electronic (Kunshan) Co., Ltd. to Report First Half, 2025 Results on Aug 29, 2025Long Young Electronic (Kunshan) Co., Ltd. announced that they will report first half, 2025 results on Aug 29, 2025最新情報をもっと見るRecent updatesBoard Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Tiehua Liu was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 27Long Young Electronic (Kunshan) Co., Ltd., Annual General Meeting, May 20, 2026Long Young Electronic (Kunshan) Co., Ltd., Annual General Meeting, May 20, 2026, at 14:30 China Standard Time. Location: The Company's Meeting Room, Kunshan, Jiangsu Chinaお知らせ • Mar 31Long Young Electronic (Kunshan) Co., Ltd. to Report Q1, 2026 Results on Apr 27, 2026Long Young Electronic (Kunshan) Co., Ltd. announced that they will report Q1, 2026 results on Apr 27, 2026お知らせ • Dec 31Long Young Electronic (Kunshan) Co., Ltd. to Report Fiscal Year 2025 Results on Apr 27, 2026Long Young Electronic (Kunshan) Co., Ltd. announced that they will report fiscal year 2025 results on Apr 27, 2026お知らせ • Sep 30Long Young Electronic (Kunshan) Co., Ltd. to Report Q3, 2025 Results on Oct 30, 2025Long Young Electronic (Kunshan) Co., Ltd. announced that they will report Q3, 2025 results on Oct 30, 2025お知らせ • Jul 02Long Young Electronic (Kunshan) Co., Ltd. to Report First Half, 2025 Results on Aug 29, 2025Long Young Electronic (Kunshan) Co., Ltd. announced that they will report first half, 2025 results on Aug 29, 2025お知らせ • May 29+ 1 more updateLong Young Electronic (Kunshan) Co., Ltd. (SZSE:301389) agreed to acquire 51% stake in Changzhou VSI Technology Co., Ltd. from Ningbo Xinguang Shuanglian Management Consulting Partnership (LP) for approximately CNY 120 million.Long Young Electronic (Kunshan) Co., Ltd. (SZSE:301389) agreed to acquire 51% stake in Changzhou VSI Technology Co., Ltd. from Ningbo Xinguang Shuanglian Management Consulting Partnership (LP) for approximately CNY 120 million on May 28, 2025. A cash consideration of CNY 119.95 million will be paid by Long Young Electronic (Kunshan) Co., Ltd. As part of consideration, CNY 119.95 million is paid towards common equity of Changzhou VSI Technology Co., Ltd. The expected completion of the transaction is mid August 2025.お知らせ • Apr 16Longyoung Electronics(Kunshan) Co., Ltd. Announces Cash Dividend DistributionLong Young Electronic (Kunshan) Co., Ltd. at its board of directors or shareholders meeting held on April 15, 2025, announced Cash dividend of RMB 70,511,751.75. Ex-rights (ex-dividend) trading date: April 22, 2025; Ex-rights (ex-dividend) record date: April 22, 2025.お知らせ • Apr 10Long Young Electronic (Kunshan) Co., Ltd. Approves Final Cash Dividend for 2024Long Young Electronic (Kunshan) Co., Ltd. at its Annual General Meeting held on 08 April 2025 approved final cash dividend of CNY 2.50000000 per 10 shares (tax included) for 2024.お知らせ • Mar 31Long Young Electronic (Kunshan) Co., Ltd. to Report Q1, 2025 Results on Apr 25, 2025Long Young Electronic (Kunshan) Co., Ltd. announced that they will report Q1, 2025 results on Apr 25, 2025お知らせ • Mar 14Long Young Electronic (Kunshan) Co., Ltd. Proposes Final Cash Dividend for 2024Long Young Electronic (Kunshan) Co., Ltd. announced on 13 March 2025 the profit distribution proposal for 2024 as follows: final cash dividend per 10 shares (tax included) of CNY 2.5.お知らせ • Mar 13Long Young Electronic (Kunshan) Co., Ltd., Annual General Meeting, Apr 08, 2025Long Young Electronic (Kunshan) Co., Ltd., Annual General Meeting, Apr 08, 2025, at 14:30 China Standard Time. Location: The Company's Meeting Room, Kunshan, Jiangsu Chinaお知らせ • Dec 31Long Young Electronic (Kunshan) Co., Ltd. to Report Fiscal Year 2024 Results on Mar 13, 2025Long Young Electronic (Kunshan) Co., Ltd. announced that they will report fiscal year 2024 results on Mar 13, 2025Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: CN¥0.079 (vs CN¥0.09 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.079 (down from CN¥0.09 in 3Q 2023). Revenue: CN¥79.0m (up 12% from 3Q 2023). Net income: CN¥22.6m (down 16% from 3Q 2023). Profit margin: 29% (down from 38% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 67% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electronic industry in China.Valuation Update With 7 Day Price Move • Oct 15Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥14.58, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 23x in the Electronic industry in China. Total loss to shareholders of 15% over the past year.Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 29%After last week's 29% share price gain to CN¥15.39, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 21x in the Electronic industry in China. Total loss to shareholders of 10% over the past year.お知らせ • Sep 30Long Young Electronic (Kunshan) Co., Ltd. to Report Q3, 2024 Results on Oct 30, 2024Long Young Electronic (Kunshan) Co., Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024Reported Earnings • Aug 28Second quarter 2024 earnings released: EPS: CN¥0.049 (vs CN¥0.12 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.049 (down from CN¥0.12 in 2Q 2023). Revenue: CN¥70.6m (down 11% from 2Q 2023). Net income: CN¥12.2m (down 64% from 2Q 2023). Profit margin: 17% (down from 42% in 2Q 2023). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 62% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electronic industry in China.お知らせ • Jun 29Long Young Electronic (Kunshan) Co., Ltd. to Report First Half, 2024 Results on Aug 28, 2024Long Young Electronic (Kunshan) Co., Ltd. announced that they will report first half, 2024 results on Aug 28, 2024Valuation Update With 7 Day Price Move • Jun 07Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to CN¥15.13, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 22x in the Electronic industry in China. Total loss to shareholders of 13% over the past year.Declared Dividend • May 27Dividend reduced to CN¥0.30Dividend of CN¥0.30 is 57% lower than last year. Ex-date: 31st May 2024 Payment date: 31st May 2024 Dividend yield will be 1.3%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is not adequately covered by earnings (91% earnings payout ratio) and 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. The company's earnings per share (EPS) would need to grow by 1.4% to bring the payout ratio under control. EPS is expected to grow by 212% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.お知らせ • May 25+ 1 more updateLong Young Electronic (Kunshan) Co., Ltd. Announces Final Cash Dividend Plan on A Shares for the Year 2023, Payable on 31 May, 2024Long Young Electronic (Kunshan) Co., Ltd. announced final cash dividend /10 shares (tax included) of CNY 3.00000000 on A shares for the year 2023. Record date is 30 May 2024. Ex-date is 31 May 2024 and Payment date is 31 May 2024.Valuation Update With 7 Day Price Move • May 23Investor sentiment improves as stock rises 33%After last week's 33% share price gain to CN¥18.82, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 22x in the Electronic industry in China. Total returns to shareholders of 5.3% over the past year.Reported Earnings • Apr 26First quarter 2024 earnings released: EPS: CN¥0.06 (vs CN¥0.07 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.06 (down from CN¥0.07 in 1Q 2023). Revenue: CN¥59.1m (up 24% from 1Q 2023). Net income: CN¥17.8m (down 7.5% from 1Q 2023). Profit margin: 30% (down from 40% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 57% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Electronic industry in China.お知らせ • Mar 30Long Young Electronic (Kunshan) Co., Ltd. to Report Q1, 2024 Results on Apr 26, 2024Long Young Electronic (Kunshan) Co., Ltd. announced that they will report Q1, 2024 results on Apr 26, 2024お知らせ • Mar 16Long Young Electronic (Kunshan) Co., Ltd., Annual General Meeting, Apr 09, 2024Long Young Electronic (Kunshan) Co., Ltd., Annual General Meeting, Apr 09, 2024, at 14:30 China Standard Time. Location: Conference room on the 1st floor of the company, No. 99, Shunchang Road, Kunshan City, Suzhou City Jiangsu Province China Agenda: To consider the 2023 annual report and its summary; to consider the 2023 work report of the board of directors; to consider the 2023 work report of the supervisory committee; to consider the 2023 annual accounts report; to consider the 2023 profit distribution plan; to consider the Appointment of 2024 audit firm; to consider the 2024 remuneration plan for directors; to consider the 2024 remuneration plan for supervisors; to consider the Cash management with some proprietary funds and idle raised funds; and to consider the Purchase of liability insurance for directors, supervisors and senior management.Reported Earnings • Mar 15Full year 2023 earnings released: EPS: CN¥0.34 (vs CN¥0.75 in FY 2022)Full year 2023 results: EPS: CN¥0.34 (down from CN¥0.75 in FY 2022). Revenue: CN¥265.4m (down 30% from FY 2022). Net income: CN¥96.8m (down 43% from FY 2022). Profit margin: 37% (down from 45% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 55% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Electronic industry in China.Valuation Update With 7 Day Price Move • Mar 06Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥14.79, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 22x in the Electronic industry in China.お知らせ • Feb 20Long Young Electronic (Kunshan) Co., Ltd. (SZSE:301389) announces an Equity Buyback for CNY 26 million worth of its shares.Long Young Electronic (Kunshan) Co., Ltd. (SZSE:301389) announces a share repurchase program. Under the program, the company will repurchase up to CNY 26 million worth of its A shares. The shares will be purchased at a price not exceeding CNY 21.47 per share. The repurchased shares will be used to maintain the company’s value and safeguard the rights and interests of shareholders and Employees’ shareholding plan, equity incentive plan, or underlying shares of convertible bonds to be issued in the future . The program will be valid for 12 months.New Risk • Feb 05New 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 7.0% 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 Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 170% Dividend per share is over 15x cash flows per share. High level of non-cash earnings (44% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (7.0% average weekly change).Valuation Update With 7 Day Price Move • Feb 01Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥12.80, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 17x in the Electronic industry in China.お知らせ • Dec 30Long Young Electronic (Kunshan) Co., Ltd. to Report Fiscal Year 2023 Results on Mar 15, 2024Long Young Electronic (Kunshan) Co., Ltd. announced that they will report fiscal year 2023 results on Mar 15, 2024お知らせ • Dec 01Long Young Electronic (Kunshan) Co., Ltd. Approves Management AppointmentsLong Young Electronic (Kunshan) Co., Ltd. announced at the EGM held on November 29, 2023, approved election of Fu Qingxuan, Zhang Dongqin, Chen Xianfeng as non-independent directors; Liu Tiehua and Sun Qihua as independent directors and Lv Yongli as non-employee supervisor.Valuation Update With 7 Day Price Move • Nov 08Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥21.00, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 22x in the Electronic industry in China.Reported Earnings • Oct 29Third quarter 2023 earnings releasedThird quarter 2023 results: EPS: CN¥0.09. Net income: CN¥27.0m (up CN¥27.0m from 3Q 2022). Revenue is forecast to grow 52% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Electronic industry in China.New Risk • Aug 19New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 25% 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 Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 139% Cash payout ratio: 260% High level of non-cash earnings (25% accrual ratio).Reported Earnings • Aug 18Second quarter 2023 earnings releasedSecond quarter 2023 results: EPS: CN¥0.12. Net income: CN¥33.6m (up CN¥33.6m from 2Q 2022). Revenue is forecast to grow 35% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Electronic industry in China.お知らせ • Jul 01Long Young Electronic (Kunshan) Co., Ltd. to Report First Half, 2023 Results on Aug 25, 2023Long Young Electronic (Kunshan) Co., Ltd. announced that they will report first half, 2023 results on Aug 25, 2023お知らせ • May 26Long Young Electronic (Kunshan) Co., Ltd. Announces Implementation of Final Cash Dividend for 2022, Payable on 31 May 2023Long Young Electronic (Kunshan) Co., Ltd. announced implementation of final cash dividend (tax included) of CNY 7.00000000 per 10 A shares for 2022. Record date is 30 May 2023 with Ex-date on 31 May 2023 and Payment date on 31 May 2023. Net cash dividend per 10 shares after tax: CNY 6.30000000 (CNY 7.00000000 - CNY 0.70000000).お知らせ • May 24Long Young Electronic (Kunshan) Co., Ltd. Declares Cash DividendLong Young Electronic (Kunshan) Co., Ltd. declared a cash dividend of RMB 198,450,000.00. Ex-rights (ex-dividend) trading date is May 31, 2023. Last date before book closure is May 30, 2023. Ex-rights (ex-dividend) record date is May 31, 2023.Reported Earnings • Mar 24Full year 2022 earnings released: EPS: CN¥0.75 (vs CN¥0.93 in FY 2021)Full year 2022 results: EPS: CN¥0.75 (down from CN¥0.93 in FY 2021). Revenue: CN¥376.4m (down 12% from FY 2021). Net income: CN¥168.9m (down 15% from FY 2021). Profit margin: 45% (down from 46% in FY 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 24% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Electronic industry in China.株主還元301389CN ElectronicCN 市場7D7.6%5.8%-0.04%1Y257.1%121.8%34.9%株主還元を見る業界別リターン: 301389過去 1 年間で121.8 % の収益を上げたCN Electronic業界を上回りました。リターン対市場: 301389過去 1 年間で34.9 % の収益を上げたCN市場を上回りました。価格変動Is 301389's price volatile compared to industry and market?301389 volatility301389 Average Weekly Movement10.3%Electronic Industry Average Movement7.7%Market Average Movement6.4%10% most volatile stocks in CN Market10.1%10% least volatile stocks in CN Market4.2%安定した株価: 301389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: 301389の weekly volatility ( 10% ) 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2000923Dongqin Zhangwww.longyoung.com龍瑩電子（昆山）有限公司は、中国でEMI/EMCシールド材料の設計開発、製造、販売を行っている。導電性PSA、テープ、フォーム、FOFガスケット、SMTガスケット、EMI吸収材、サーマルギャップパッド、異方性サーマルパッド、熱絶縁体、熱伝導性ゲル、相変化材料、サーマルグリース、絶縁・保護製品、シーリング・ガスケット、EVソリューション、銅箔などを提供している。同社は2000年に設立され、中国昆山市に拠点を置く。龍英電子（昆山）有限公司はトップ・ブライト・ホールディングの子会社である。もっと見るLong Young Electronic (Kunshan) Co., Ltd. 基礎のまとめLong Young Electronic (Kunshan) の収益と売上を時価総額と比較するとどうか。301389 基礎統計学時価総額CN¥21.91b収益（TTM）CN¥100.02m売上高(TTM)CN¥597.66m219.1xPER（株価収益率36.7xP/Sレシオ301389 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301389 損益計算書（TTM）収益CN¥597.66m売上原価CN¥310.51m売上総利益CN¥287.15mその他の費用CN¥187.13m収益CN¥100.02m直近の収益報告Mar 31, 2026次回決算日May 26, 2026一株当たり利益（EPS）0.35グロス・マージン48.05%純利益率16.74%有利子負債／自己資本比率13.7%301389 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105%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2026/05/23 04:29終値2026/05/22 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Long Young Electronic (Kunshan) Co., Ltd. 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。1 アナリスト機関Yi LiuCitic Securities Co., Ltd.
Board Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Tiehua Liu was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 27Long Young Electronic (Kunshan) Co., Ltd., Annual General Meeting, May 20, 2026Long Young Electronic (Kunshan) Co., Ltd., Annual General Meeting, May 20, 2026, at 14:30 China Standard Time. Location: The Company's Meeting Room, Kunshan, Jiangsu China
お知らせ • Mar 31Long Young Electronic (Kunshan) Co., Ltd. to Report Q1, 2026 Results on Apr 27, 2026Long Young Electronic (Kunshan) Co., Ltd. announced that they will report Q1, 2026 results on Apr 27, 2026
お知らせ • Dec 31Long Young Electronic (Kunshan) Co., Ltd. to Report Fiscal Year 2025 Results on Apr 27, 2026Long Young Electronic (Kunshan) Co., Ltd. announced that they will report fiscal year 2025 results on Apr 27, 2026
お知らせ • Sep 30Long Young Electronic (Kunshan) Co., Ltd. to Report Q3, 2025 Results on Oct 30, 2025Long Young Electronic (Kunshan) Co., Ltd. announced that they will report Q3, 2025 results on Oct 30, 2025
お知らせ • Jul 02Long Young Electronic (Kunshan) Co., Ltd. to Report First Half, 2025 Results on Aug 29, 2025Long Young Electronic (Kunshan) Co., Ltd. announced that they will report first half, 2025 results on Aug 29, 2025
Board Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Tiehua Liu was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 27Long Young Electronic (Kunshan) Co., Ltd., Annual General Meeting, May 20, 2026Long Young Electronic (Kunshan) Co., Ltd., Annual General Meeting, May 20, 2026, at 14:30 China Standard Time. Location: The Company's Meeting Room, Kunshan, Jiangsu China
お知らせ • Mar 31Long Young Electronic (Kunshan) Co., Ltd. to Report Q1, 2026 Results on Apr 27, 2026Long Young Electronic (Kunshan) Co., Ltd. announced that they will report Q1, 2026 results on Apr 27, 2026
お知らせ • Dec 31Long Young Electronic (Kunshan) Co., Ltd. to Report Fiscal Year 2025 Results on Apr 27, 2026Long Young Electronic (Kunshan) Co., Ltd. announced that they will report fiscal year 2025 results on Apr 27, 2026
お知らせ • Sep 30Long Young Electronic (Kunshan) Co., Ltd. to Report Q3, 2025 Results on Oct 30, 2025Long Young Electronic (Kunshan) Co., Ltd. announced that they will report Q3, 2025 results on Oct 30, 2025
お知らせ • Jul 02Long Young Electronic (Kunshan) Co., Ltd. to Report First Half, 2025 Results on Aug 29, 2025Long Young Electronic (Kunshan) Co., Ltd. announced that they will report first half, 2025 results on Aug 29, 2025
お知らせ • May 29+ 1 more updateLong Young Electronic (Kunshan) Co., Ltd. (SZSE:301389) agreed to acquire 51% stake in Changzhou VSI Technology Co., Ltd. from Ningbo Xinguang Shuanglian Management Consulting Partnership (LP) for approximately CNY 120 million.Long Young Electronic (Kunshan) Co., Ltd. (SZSE:301389) agreed to acquire 51% stake in Changzhou VSI Technology Co., Ltd. from Ningbo Xinguang Shuanglian Management Consulting Partnership (LP) for approximately CNY 120 million on May 28, 2025. A cash consideration of CNY 119.95 million will be paid by Long Young Electronic (Kunshan) Co., Ltd. As part of consideration, CNY 119.95 million is paid towards common equity of Changzhou VSI Technology Co., Ltd. The expected completion of the transaction is mid August 2025.
お知らせ • Apr 16Longyoung Electronics(Kunshan) Co., Ltd. Announces Cash Dividend DistributionLong Young Electronic (Kunshan) Co., Ltd. at its board of directors or shareholders meeting held on April 15, 2025, announced Cash dividend of RMB 70,511,751.75. Ex-rights (ex-dividend) trading date: April 22, 2025; Ex-rights (ex-dividend) record date: April 22, 2025.
お知らせ • Apr 10Long Young Electronic (Kunshan) Co., Ltd. Approves Final Cash Dividend for 2024Long Young Electronic (Kunshan) Co., Ltd. at its Annual General Meeting held on 08 April 2025 approved final cash dividend of CNY 2.50000000 per 10 shares (tax included) for 2024.
お知らせ • Mar 31Long Young Electronic (Kunshan) Co., Ltd. to Report Q1, 2025 Results on Apr 25, 2025Long Young Electronic (Kunshan) Co., Ltd. announced that they will report Q1, 2025 results on Apr 25, 2025
お知らせ • Mar 14Long Young Electronic (Kunshan) Co., Ltd. Proposes Final Cash Dividend for 2024Long Young Electronic (Kunshan) Co., Ltd. announced on 13 March 2025 the profit distribution proposal for 2024 as follows: final cash dividend per 10 shares (tax included) of CNY 2.5.
お知らせ • Mar 13Long Young Electronic (Kunshan) Co., Ltd., Annual General Meeting, Apr 08, 2025Long Young Electronic (Kunshan) Co., Ltd., Annual General Meeting, Apr 08, 2025, at 14:30 China Standard Time. Location: The Company's Meeting Room, Kunshan, Jiangsu China
お知らせ • Dec 31Long Young Electronic (Kunshan) Co., Ltd. to Report Fiscal Year 2024 Results on Mar 13, 2025Long Young Electronic (Kunshan) Co., Ltd. announced that they will report fiscal year 2024 results on Mar 13, 2025
Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: CN¥0.079 (vs CN¥0.09 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.079 (down from CN¥0.09 in 3Q 2023). Revenue: CN¥79.0m (up 12% from 3Q 2023). Net income: CN¥22.6m (down 16% from 3Q 2023). Profit margin: 29% (down from 38% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 67% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electronic industry in China.
Valuation Update With 7 Day Price Move • Oct 15Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥14.58, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 23x in the Electronic industry in China. Total loss to shareholders of 15% over the past year.
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 29%After last week's 29% share price gain to CN¥15.39, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 21x in the Electronic industry in China. Total loss to shareholders of 10% over the past year.
お知らせ • Sep 30Long Young Electronic (Kunshan) Co., Ltd. to Report Q3, 2024 Results on Oct 30, 2024Long Young Electronic (Kunshan) Co., Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024
Reported Earnings • Aug 28Second quarter 2024 earnings released: EPS: CN¥0.049 (vs CN¥0.12 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.049 (down from CN¥0.12 in 2Q 2023). Revenue: CN¥70.6m (down 11% from 2Q 2023). Net income: CN¥12.2m (down 64% from 2Q 2023). Profit margin: 17% (down from 42% in 2Q 2023). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 62% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electronic industry in China.
お知らせ • Jun 29Long Young Electronic (Kunshan) Co., Ltd. to Report First Half, 2024 Results on Aug 28, 2024Long Young Electronic (Kunshan) Co., Ltd. announced that they will report first half, 2024 results on Aug 28, 2024
Valuation Update With 7 Day Price Move • Jun 07Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to CN¥15.13, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 22x in the Electronic industry in China. Total loss to shareholders of 13% over the past year.
Declared Dividend • May 27Dividend reduced to CN¥0.30Dividend of CN¥0.30 is 57% lower than last year. Ex-date: 31st May 2024 Payment date: 31st May 2024 Dividend yield will be 1.3%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is not adequately covered by earnings (91% earnings payout ratio) and 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. The company's earnings per share (EPS) would need to grow by 1.4% to bring the payout ratio under control. EPS is expected to grow by 212% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
お知らせ • May 25+ 1 more updateLong Young Electronic (Kunshan) Co., Ltd. Announces Final Cash Dividend Plan on A Shares for the Year 2023, Payable on 31 May, 2024Long Young Electronic (Kunshan) Co., Ltd. announced final cash dividend /10 shares (tax included) of CNY 3.00000000 on A shares for the year 2023. Record date is 30 May 2024. Ex-date is 31 May 2024 and Payment date is 31 May 2024.
Valuation Update With 7 Day Price Move • May 23Investor sentiment improves as stock rises 33%After last week's 33% share price gain to CN¥18.82, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 22x in the Electronic industry in China. Total returns to shareholders of 5.3% over the past year.
Reported Earnings • Apr 26First quarter 2024 earnings released: EPS: CN¥0.06 (vs CN¥0.07 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.06 (down from CN¥0.07 in 1Q 2023). Revenue: CN¥59.1m (up 24% from 1Q 2023). Net income: CN¥17.8m (down 7.5% from 1Q 2023). Profit margin: 30% (down from 40% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 57% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Electronic industry in China.
お知らせ • Mar 30Long Young Electronic (Kunshan) Co., Ltd. to Report Q1, 2024 Results on Apr 26, 2024Long Young Electronic (Kunshan) Co., Ltd. announced that they will report Q1, 2024 results on Apr 26, 2024
お知らせ • Mar 16Long Young Electronic (Kunshan) Co., Ltd., Annual General Meeting, Apr 09, 2024Long Young Electronic (Kunshan) Co., Ltd., Annual General Meeting, Apr 09, 2024, at 14:30 China Standard Time. Location: Conference room on the 1st floor of the company, No. 99, Shunchang Road, Kunshan City, Suzhou City Jiangsu Province China Agenda: To consider the 2023 annual report and its summary; to consider the 2023 work report of the board of directors; to consider the 2023 work report of the supervisory committee; to consider the 2023 annual accounts report; to consider the 2023 profit distribution plan; to consider the Appointment of 2024 audit firm; to consider the 2024 remuneration plan for directors; to consider the 2024 remuneration plan for supervisors; to consider the Cash management with some proprietary funds and idle raised funds; and to consider the Purchase of liability insurance for directors, supervisors and senior management.
Reported Earnings • Mar 15Full year 2023 earnings released: EPS: CN¥0.34 (vs CN¥0.75 in FY 2022)Full year 2023 results: EPS: CN¥0.34 (down from CN¥0.75 in FY 2022). Revenue: CN¥265.4m (down 30% from FY 2022). Net income: CN¥96.8m (down 43% from FY 2022). Profit margin: 37% (down from 45% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 55% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Electronic industry in China.
Valuation Update With 7 Day Price Move • Mar 06Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CN¥14.79, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 22x in the Electronic industry in China.
お知らせ • Feb 20Long Young Electronic (Kunshan) Co., Ltd. (SZSE:301389) announces an Equity Buyback for CNY 26 million worth of its shares.Long Young Electronic (Kunshan) Co., Ltd. (SZSE:301389) announces a share repurchase program. Under the program, the company will repurchase up to CNY 26 million worth of its A shares. The shares will be purchased at a price not exceeding CNY 21.47 per share. The repurchased shares will be used to maintain the company’s value and safeguard the rights and interests of shareholders and Employees’ shareholding plan, equity incentive plan, or underlying shares of convertible bonds to be issued in the future . The program will be valid for 12 months.
New Risk • Feb 05New 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 7.0% 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 Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 170% Dividend per share is over 15x cash flows per share. High level of non-cash earnings (44% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (7.0% average weekly change).
Valuation Update With 7 Day Price Move • Feb 01Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥12.80, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 17x in the Electronic industry in China.
お知らせ • Dec 30Long Young Electronic (Kunshan) Co., Ltd. to Report Fiscal Year 2023 Results on Mar 15, 2024Long Young Electronic (Kunshan) Co., Ltd. announced that they will report fiscal year 2023 results on Mar 15, 2024
お知らせ • Dec 01Long Young Electronic (Kunshan) Co., Ltd. Approves Management AppointmentsLong Young Electronic (Kunshan) Co., Ltd. announced at the EGM held on November 29, 2023, approved election of Fu Qingxuan, Zhang Dongqin, Chen Xianfeng as non-independent directors; Liu Tiehua and Sun Qihua as independent directors and Lv Yongli as non-employee supervisor.
Valuation Update With 7 Day Price Move • Nov 08Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥21.00, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 22x in the Electronic industry in China.
Reported Earnings • Oct 29Third quarter 2023 earnings releasedThird quarter 2023 results: EPS: CN¥0.09. Net income: CN¥27.0m (up CN¥27.0m from 3Q 2022). Revenue is forecast to grow 52% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Electronic industry in China.
New Risk • Aug 19New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 25% 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 Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 139% Cash payout ratio: 260% High level of non-cash earnings (25% accrual ratio).
Reported Earnings • Aug 18Second quarter 2023 earnings releasedSecond quarter 2023 results: EPS: CN¥0.12. Net income: CN¥33.6m (up CN¥33.6m from 2Q 2022). Revenue is forecast to grow 35% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Electronic industry in China.
お知らせ • Jul 01Long Young Electronic (Kunshan) Co., Ltd. to Report First Half, 2023 Results on Aug 25, 2023Long Young Electronic (Kunshan) Co., Ltd. announced that they will report first half, 2023 results on Aug 25, 2023
お知らせ • May 26Long Young Electronic (Kunshan) Co., Ltd. Announces Implementation of Final Cash Dividend for 2022, Payable on 31 May 2023Long Young Electronic (Kunshan) Co., Ltd. announced implementation of final cash dividend (tax included) of CNY 7.00000000 per 10 A shares for 2022. Record date is 30 May 2023 with Ex-date on 31 May 2023 and Payment date on 31 May 2023. Net cash dividend per 10 shares after tax: CNY 6.30000000 (CNY 7.00000000 - CNY 0.70000000).
お知らせ • May 24Long Young Electronic (Kunshan) Co., Ltd. Declares Cash DividendLong Young Electronic (Kunshan) Co., Ltd. declared a cash dividend of RMB 198,450,000.00. Ex-rights (ex-dividend) trading date is May 31, 2023. Last date before book closure is May 30, 2023. Ex-rights (ex-dividend) record date is May 31, 2023.
Reported Earnings • Mar 24Full year 2022 earnings released: EPS: CN¥0.75 (vs CN¥0.93 in FY 2021)Full year 2022 results: EPS: CN¥0.75 (down from CN¥0.93 in FY 2021). Revenue: CN¥376.4m (down 12% from FY 2021). Net income: CN¥168.9m (down 15% from FY 2021). Profit margin: 45% (down from 46% in FY 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 24% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Electronic industry in China.
