Shengyi TechnologyLtd（600183）株式概要Shengyi Technology Co.,Ltd. は、中国でラミネートの開発、製造、販売を行っています。 詳細600183 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6/6過去の実績6/6財務の健全性6/6配当金3/6報酬当社が推定した公正価値より2.7%で取引されている 収益は年間29.36%増加すると予測されています 過去1年間で収益は132.7%増加しました リスク分析CN市場と比較して、過去 3 か月間の株価の変動が非常に大きい1.27%の配当はフリーキャッシュフローで十分にカバーされていない すべてのリスクチェックを見る600183 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW463,021 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA463,021 investors already sharing narrativesYour Fair ValueCN¥Current PriceCN¥126.2853.3% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0111b2016201920222025202620282031Revenue CN¥110.8bEarnings CN¥16.6bAdvancedSet Fair ValueView all narrativesShengyi Technology Co.,Ltd. 競合他社Shennan CircuitsSymbol: SZSE:002916Market cap: CN¥235.0bSuzhou Dongshan Precision ManufacturingSymbol: SZSE:002384Market cap: CN¥360.3bLuxshare Precision IndustrySymbol: SZSE:002475Market cap: CN¥411.1bChaozhou Three-Circle (Group)LtdSymbol: SZSE:300408Market cap: CN¥219.8b価格と性能株価の高値、安値、推移の概要Shengyi TechnologyLtd過去の株価現在の株価CN¥126.2852週高値CN¥191.8852週安値CN¥43.33ベータ1.681ヶ月の変化-6.92%3ヶ月変化16.92%1年変化184.09%3年間の変化789.30%5年間の変化411.05%IPOからの変化2,592.74%最新ニュースReported Earnings • Aug 15Second quarter 2026 earnings released: EPS: CN¥0.88 (vs CN¥0.35 in 2Q 2025)Second quarter 2026 results: EPS: CN¥0.88 (up from CN¥0.35 in 2Q 2025). Revenue: CN¥10.9b (up 54% from 2Q 2025). Net income: CN¥2.13b (up 147% from 2Q 2025). Profit margin: 20% (up from 12% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 25% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has increased by 115% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Jul 22Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥126, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 33x in the Electronic industry in China. Total returns to shareholders of 736% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥121 per share.New Risk • Jul 17New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Chinese stocks, typically moving 12% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risk Dividend is not well covered by cash flows (142% cash payout ratio).Buy Or Sell Opportunity • Jul 14Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 121% to CN¥148. The fair value is estimated to be CN¥121, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 41%. For the next 3 years, revenue is forecast to grow by 23% per annum. Earnings are also forecast to grow by 28% per annum over the same time period.お知らせ • Jun 30Shengyi Technology Co.,Ltd. to Report First Half, 2026 Results on Aug 15, 2026Shengyi Technology Co.,Ltd. announced that they will report first half, 2026 results on Aug 15, 2026Declared Dividend • Jun 01Dividend of CN¥0.80 announcedShareholders will receive a dividend of CN¥0.80. Ex-date: 5th June 2026 Payment date: 5th June 2026 Dividend yield will be 0.9%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (74% earnings payout ratio) but not covered by cash flows (142% cash payout ratio). The dividend has increased by an average of 23% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 98% over the next 3 years, which should provide support to the dividend and adequate earnings cover.最新情報をもっと見るRecent updatesReported Earnings • Aug 15Second quarter 2026 earnings released: EPS: CN¥0.88 (vs CN¥0.35 in 2Q 2025)Second quarter 2026 results: EPS: CN¥0.88 (up from CN¥0.35 in 2Q 2025). Revenue: CN¥10.9b (up 54% from 2Q 2025). Net income: CN¥2.13b (up 147% from 2Q 2025). Profit margin: 20% (up from 12% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 25% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has increased by 115% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Jul 22Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥126, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 33x in the Electronic industry in China. Total returns to shareholders of 736% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥121 per share.New Risk • Jul 17New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Chinese stocks, typically moving 12% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risk Dividend is not well covered by cash flows (142% cash payout ratio).Buy Or Sell Opportunity • Jul 14Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 121% to CN¥148. The fair value is estimated to be CN¥121, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 41%. For the next 3 years, revenue is forecast to grow by 23% per annum. Earnings are also forecast to grow by 28% per annum over the same time period.お知らせ • Jun 30Shengyi Technology Co.,Ltd. to Report First Half, 2026 Results on Aug 15, 2026Shengyi Technology Co.,Ltd. announced that they will report first half, 2026 results on Aug 15, 2026Declared Dividend • Jun 01Dividend of CN¥0.80 announcedShareholders will receive a dividend of CN¥0.80. Ex-date: 5th June 2026 Payment date: 5th June 2026 Dividend yield will be 0.9%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (74% earnings payout ratio) but not covered by cash flows (142% cash payout ratio). The dividend has increased by an average of 23% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 98% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Buy Or Sell Opportunity • May 26Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 85% to CN¥128. The fair value is estimated to be CN¥106, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 41%. For the next 3 years, revenue is forecast to grow by 21% per annum. Earnings are also forecast to grow by 25% per annum over the same time period.Board Change • May 20Less than half of directors are independentThere are 8 new directors who have joined the board in the last 3 years. Of these new board members, 4 were independent directors. The company's board is composed of: 4 independent directors. 8 non-independent directors. Independent Director Jiaju Du was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.お知らせ • Apr 25Shengyi Technology Co.,Ltd., Annual General Meeting, May 19, 2026Shengyi Technology Co.,Ltd., Annual General Meeting, May 19, 2026, at 14:00 China Standard Time. Location: 2F, R and D Building, No. 5, Gongye West Road, Songshan Lake Park, Dongguan, Guangdong Chinaお知らせ • Mar 30Shengyi Technology Co.,Ltd. to Report Q1, 2026 Results on Apr 29, 2026Shengyi Technology Co.,Ltd. announced that they will report Q1, 2026 results on Apr 29, 2026お知らせ • Dec 26Shengyi Technology Co.,Ltd. to Report Fiscal Year 2025 Results on Apr 25, 2026Shengyi Technology Co.,Ltd. announced that they will report fiscal year 2025 results on Apr 25, 2026お知らせ • Sep 30Shengyi Technology Co.,Ltd. to Report Q3, 2025 Results on Oct 29, 2025Shengyi Technology Co.,Ltd. announced that they will report Q3, 2025 results on Oct 29, 2025お知らせ • Jun 30Shengyi Technology Co.,Ltd. to Report First Half, 2025 Results on Aug 16, 2025Shengyi Technology Co.,Ltd. announced that they will report first half, 2025 results on Aug 16, 2025お知らせ • Mar 29Shengyi Technology Co.,Ltd., Annual General Meeting, Apr 18, 2025Shengyi Technology Co.,Ltd., Annual General Meeting, Apr 18, 2025, at 14:00 China Standard Time. Location: 2F, R and D Building, No. 5, Gongye West Road, Songshan Lake Park, Dongguan, Guangdong Chinaお知らせ • Mar 28Shengyi Technology Co.,Ltd. to Report Q1, 2025 Results on Apr 29, 2025Shengyi Technology Co.,Ltd. announced that they will report Q1, 2025 results on Apr 29, 2025お知らせ • Dec 27Shengyi Technology Co.,Ltd. to Report Fiscal Year 2024 Results on Mar 29, 2025Shengyi Technology Co.,Ltd. announced that they will report fiscal year 2024 results on Mar 29, 2025Reported Earnings • Oct 29Third quarter 2024 earnings released: EPS: CN¥0.18 (vs CN¥0.14 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.18 (up from CN¥0.14 in 3Q 2023). Revenue: CN¥5.12b (up 14% from 3Q 2023). Net income: CN¥439.8m (up 28% from 3Q 2023). Profit margin: 8.6% (up from 7.7% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 25%After last week's 25% share price gain to CN¥20.84, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 21x in the Electronic industry in China. Total returns to shareholders of 5.2% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥9.49 per share.お知らせ • Sep 30Shengyi Technology Co.,Ltd. to Report Q3, 2024 Results on Oct 29, 2024Shengyi Technology Co.,Ltd. announced that they will report Q3, 2024 results on Oct 29, 2024Reported Earnings • Aug 28Second quarter 2024 earnings released: EPS: CN¥0.23 (vs CN¥0.13 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.23 (up from CN¥0.13 in 2Q 2023). Revenue: CN¥5.21b (up 26% from 2Q 2023). Net income: CN¥540.4m (up 76% from 2Q 2023). Profit margin: 10% (up from 7.4% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.New Risk • Aug 03New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.8% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (107% cash payout ratio). Shareholders have been diluted in the past year (3.8% increase in shares outstanding).Valuation Update With 7 Day Price Move • Jul 12Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥23.11, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 23x in the Electronic industry in China. Total returns to shareholders of 7.7% over the past three years.お知らせ • Jun 28Shengyi Technology Co.,Ltd. to Report First Half, 2024 Results on Aug 28, 2024Shengyi Technology Co.,Ltd. announced that they will report first half, 2024 results on Aug 28, 2024Declared Dividend • May 22Dividend of CN¥0.45 announcedShareholders will receive a dividend of CN¥0.45. Ex-date: 24th May 2024 Payment date: 24th May 2024 Dividend yield will be 2.2%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (81% earnings payout ratio) but not covered by cash flows (104% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 93% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Valuation Update With 7 Day Price Move • May 03Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥19.45, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 21x in the Electronic industry in China. Total loss to shareholders of 12% over the past three years.お知らせ • Apr 17Shengyi Technology Co.,Ltd., Annual General Meeting, May 08, 2024Shengyi Technology Co.,Ltd., Annual General Meeting, May 08, 2024, at 14:00 China Standard Time. Location: The Company's Meeting Room, Dongguan, Guangdong ChinaReported Earnings • Mar 30Full year 2023 earnings released: EPS: CN¥0.50 (vs CN¥0.66 in FY 2022)Full year 2023 results: EPS: CN¥0.50 (down from CN¥0.66 in FY 2022). Revenue: CN¥16.6b (down 7.9% from FY 2022). Net income: CN¥1.16b (down 24% from FY 2022). Profit margin: 7.0% (down from 8.5% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.お知らせ • Mar 29Shengyi Technology Co.,Ltd. to Report Q1, 2024 Results on Apr 27, 2024Shengyi Technology Co.,Ltd. announced that they will report Q1, 2024 results on Apr 27, 2024お知らせ • Mar 01Shengyi Technology Co.,Ltd. (SHSE:600183) agreed to acquire the remaining stake in Shengyi Technology (Suzhou) Co., Ltd. from Beijing Weihua Electronics Co., Ltd. for CNY 440 millionShengyi Technology Co.,Ltd. (SHSE:600183) agreed to acquire the remaining stake in Shengyi Technology (Suzhou) Co., Ltd. from Beijing Weihua Electronics Co., Ltd. for CNY 440 million on February 26, 2024.Reported Earnings • Feb 28Full year 2023 earnings released: EPS: CN¥0.50 (vs CN¥0.66 in FY 2022)Full year 2023 results: EPS: CN¥0.50 (down from CN¥0.66 in FY 2022). Revenue: CN¥16.6b (down 7.9% from FY 2022). Net income: CN¥1.16b (down 24% from FY 2022). Profit margin: 7.0% (down from 8.5% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 15% 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 fallen by 23% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.お知らせ • Dec 29Shengyi Technology Co.,Ltd. to Report Fiscal Year 2023 Results on Mar 29, 2024Shengyi Technology Co.,Ltd. announced that they will report fiscal year 2023 results on Mar 29, 2024Reported Earnings • Oct 27Third quarter 2023 earnings released: EPS: CN¥0.14 (vs CN¥0.12 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.14 (up from CN¥0.12 in 3Q 2022). Revenue: CN¥4.47b (up 3.8% from 3Q 2022). Net income: CN¥344.0m (up 32% from 3Q 2022). Profit margin: 7.7% (up from 6.1% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% 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 fallen by 15% per year whereas the company’s share price has fallen by 12% per year.お知らせ • Sep 30Shengyi Technology Co.,Ltd. to Report Q3, 2023 Results on Oct 27, 2023Shengyi Technology Co.,Ltd. announced that they will report Q3, 2023 results on Oct 27, 2023Reported Earnings • Aug 11Second quarter 2023 earnings released: EPS: CN¥0.13 (vs CN¥0.19 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.13 (down from CN¥0.19 in 2Q 2022). Revenue: CN¥4.12b (down 11% from 2Q 2022). Net income: CN¥307.1m (down 32% from 2Q 2022). Profit margin: 7.4% (down from 9.8% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 18% 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 fallen by 7% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.お知らせ • Jun 28Shengyi Technology Co.,Ltd. to Report First Half, 2023 Results on Aug 18, 2023Shengyi Technology Co.,Ltd. announced that they will report first half, 2023 results on Aug 18, 2023Valuation Update With 7 Day Price Move • Apr 27Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥16.28, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 22x in the Electronic industry in China. Total loss to shareholders of 46% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥8.54 per share.Reported Earnings • Mar 29Full year 2022 earnings released: EPS: CN¥0.66 (vs CN¥1.23 in FY 2021)Full year 2022 results: EPS: CN¥0.66 (down from CN¥1.23 in FY 2021). Revenue: CN¥18.0b (down 11% from FY 2021). Net income: CN¥1.53b (down 46% from FY 2021). Profit margin: 8.5% (down from 14% in FY 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 14% 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 10% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.Reported Earnings • Feb 18Full year 2022 earnings released: EPS: CN¥0.38 (vs CN¥1.23 in FY 2021)Full year 2022 results: EPS: CN¥0.38 (down from CN¥1.23 in FY 2021). Revenue: CN¥353.5k (down 100% from FY 2021). Net income: CN¥31.3k (down 100% from FY 2021). Profit margin: 8.9% (down from 14% in FY 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 79% 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 6% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 12 experienced directors. No highly experienced directors. 4 independent directors (7 non-independent directors). Director Liqun Xu was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Oct 29Third quarter 2022 earnings released: EPS: CN¥0.12 (vs CN¥0.40 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.12 (down from CN¥0.40 in 3Q 2021). Revenue: CN¥4.30b (down 22% from 3Q 2021). Net income: CN¥261.4m (down 72% from 3Q 2021). Profit margin: 6.1% (down from 17% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.Buying Opportunity • Aug 25Now 22% undervaluedOver the last 90 days, the stock is up 2.3%. The fair value is estimated to be CN¥20.73, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 27%. Revenue is forecast to grow by 25% in 2 years. Earnings is forecast to grow by 28% in the next 2 years.Reported Earnings • Aug 14Second quarter 2022 earnings released: EPS: CN¥0.19 (vs CN¥0.38 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.19 (down from CN¥0.38 in 2Q 2021). Revenue: CN¥4.61b (down 14% from 2Q 2021). Net income: CN¥452.8m (down 48% from 2Q 2021). Profit margin: 9.8% (down from 16% in 2Q 2021). The decrease in margin was driven by lower revenue. Over the next year, revenue is forecast to grow 14%, compared to a 26% 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 fallen by 6% per year, which means it is significantly lagging earnings.Reported Earnings • May 02First quarter 2022 earnings released: EPS: CN¥0.21 (vs CN¥0.24 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.21 (down from CN¥0.24 in 1Q 2021). Revenue: CN¥4.77b (up 5.8% from 1Q 2021). Net income: CN¥482.4m (down 11% from 1Q 2021). Profit margin: 10% (down from 12% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 9.8%, compared to a 25% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Reported Earnings • Apr 01Full year 2021 earnings released: EPS: CN¥1.23 (vs CN¥0.74 in FY 2020)Full year 2021 results: EPS: CN¥1.23 (up from CN¥0.74 in FY 2020). Revenue: CN¥20.3b (up 38% from FY 2020). Net income: CN¥2.83b (up 68% from FY 2020). Profit margin: 14% (up from 11% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 11%, compared to a 24% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 02Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: CN¥1.23 (up from CN¥0.74 in FY 2020). Revenue: CN¥20.3b (up 38% from FY 2020). Net income: CN¥2.83b (up 69% from FY 2020). Profit margin: 14% (up from 11% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 13%, compared to a 26% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Feb 23Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 20%. The fair value is estimated to be CN¥24.28, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% per annum over the last 3 years. Earnings per share has grown by 29% per annum over the last 3 years.Reported Earnings • Oct 28Third quarter 2021 earnings released: EPS CN¥0.40 (vs CN¥0.21 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥5.55b (up 46% from 3Q 2020). Net income: CN¥924.8m (up 94% from 3Q 2020). Profit margin: 17% (up from 13% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 29% per year whereas the company’s share price has increased by 33% per year.Valuation Update With 7 Day Price Move • Jul 30Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥27.39, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 31x in the Electronic industry in China. Total returns to shareholders of 192% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥14.37 per share.Reported Earnings • May 02First quarter 2021 earnings released: EPS CN¥0.24 (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¥4.51b (up 47% from 1Q 2020). Net income: CN¥544.3m (up 60% from 1Q 2020). Profit margin: 12% (up from 11% 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 20% 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 • Mar 30Full year 2020 earnings released: EPS CN¥0.74 (vs CN¥0.66 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: CN¥14.7b (up 11% from FY 2019). Net income: CN¥1.68b (up 16% from FY 2019). Profit margin: 11% (in line with FY 2019). Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.Analyst Estimate Surprise Post Earnings • Feb 04Revenue misses expectationsRevenue missed analyst estimates by 2.2%. Over the next year, revenue is forecast to grow 22%, compared to a 31% growth forecast for the Electronic industry in China.Analyst Estimate Surprise Post Earnings • Feb 02Revenue misses expectationsRevenue missed analyst estimates by 2.2%. Over the next year, revenue is forecast to grow 22%, compared to a 30% growth forecast for the Electronic industry in China.Is New 90 Day High Low • Feb 01New 90-day low: CN¥23.34The company is down 5.0% from its price of CN¥24.46 on 04 November 2020. The Chinese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥7.98 per share.Reported Earnings • Jan 30Full year 2020 earnings released: EPS CN¥0.73 (vs CN¥0.66 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: CN¥14.7b (up 11% from FY 2019). Net income: CN¥1.66b (up 15% from FY 2019). Profit margin: 11% (in line with FY 2019). Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.Analyst Estimate Surprise Post Earnings • Jan 30Revenue misses expectationsRevenue missed analyst estimates by 2.2%. Over the next year, revenue is forecast to grow 23%, compared to a 31% growth forecast for the Electronic industry in China.Is New 90 Day High Low • Jan 14New 90-day high: CN¥30.37The company is up 25% from its price of CN¥24.34 on 16 October 2020. The Chinese market is up 7.0% 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¥7.90 per share.Is New 90 Day High Low • Dec 04New 90-day high: CN¥28.75The company is up 16% from its price of CN¥24.73 on 04 September 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 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥15.77 per share.Is New 90 Day High Low • Nov 14New 90-day high: CN¥28.54The company is up 2.0% from its price of CN¥28.01 on 14 August 2020. The Chinese market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥16.16 per share.Valuation Update With 7 Day Price Move • Nov 09Market bids up stock over the past weekAfter last week's 18% share price gain to CN¥27.93, the stock is trading at a trailing P/E ratio of 37.3x, up from the previous P/E ratio of 31.5x. This compares to an average P/E of 48x in the Electronic industry in China. Total returns to shareholders over the past three years are 152%.Reported Earnings • Oct 25Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥1.71b, up 38% from the prior year. Total revenue was CN¥14.5b over the last 12 months, up 16% from the prior year.Analyst Estimate Surprise Post Earnings • Oct 25Third-quarter earnings released: Revenue misses expectationsThird-quarter revenue missed analyst estimates by 3.7% at CN¥3.81b. Revenue is forecast to grow 22% over the next year, compared to a 31% growth forecast for the Electronic industry in China.株主還元600183CN ElectronicCN 市場7D-10.9%-3.0%-1.3%1Y184.1%39.0%5.4%株主還元を見る業界別リターン: 600183過去 1 年間で39 % 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: 600183過去 1 年間で5.4 % の収益を上げたCN市場を上回りました。価格変動Is 600183's price volatile compared to industry and market?600183 volatility600183 Average Weekly Movement13.4%Electronic Industry Average Movement10.3%Market Average Movement7.4%10% most volatile stocks in CN Market12.6%10% least volatile stocks in CN Market4.4%安定した株価: 600183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: 600183の weekly volatility ( 13% ) 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198514,523Honghui Zengwww.syst.com.cnShengyi Technology Co.,Ltd. は、中国でラミネートの開発、製造、販売を行っている。難燃性エポキシガラス繊維強化積層板、複合エポキシ材料、フレキシブル回路材料、多層回路基板用プリレグ、スマート端子、リジッド材料、自動車材料、RF材料、IMS・HTC材料、IC基板材料、フレキシブル材料、HSD材料、特殊材料などを提供している。また、銅張積層板、半硬化シート、絶縁積層板、金属ベース銅張積層板、樹脂被覆銅箔、被覆フィルムも提供している。同社の製品は主に片面・両面回路基板や高層回路基板の製造に使用され、5Gアンテナ、通信基地局、大型コンピューター、ハイエンドサーバー、航空宇宙産業、チップパッケージング、自動車エレクトロニクス、スマートホーム、産業用制御医療機器、家電製品、消費者端末、各種ハイエンド電子製品に応用されている。前身は広東神宜科技有限公司。Ltd.は1985年に設立され、中国東莞市に本社を置く。もっと見るShengyi Technology Co.,Ltd. 基礎のまとめShengyi TechnologyLtd の収益と売上を時価総額と比較するとどうか。600183 基礎統計学時価総額CN¥306.73b収益（TTM）CN¥5.19b売上高(TTM)CN¥34.78b59.1xPER（株価収益率8.8xP/Sレシオ600183 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600183 損益計算書（TTM）収益CN¥34.78b売上原価CN¥24.91b売上総利益CN¥9.87bその他の費用CN¥4.67b収益CN¥5.19b直近の収益報告Jun 30, 2026次回決算日Aug 25, 2026一株当たり利益（EPS）2.14グロス・マージン28.37%純利益率14.94%有利子負債／自己資本比率29.9%600183 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1.3%現在の配当利回り37%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/20 13:20終値2026/08/20 00:00収益2026/06/30年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Shengyi Technology Co.,Ltd. 13 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。26 アナリスト機関Mike YangBofA Global ResearchQian DeshengChina Galaxy Securities Co., Ltd.Feng GaoChina Galaxy Securities Co., Ltd.23 その他のアナリストを表示
Reported Earnings • Aug 15Second quarter 2026 earnings released: EPS: CN¥0.88 (vs CN¥0.35 in 2Q 2025)Second quarter 2026 results: EPS: CN¥0.88 (up from CN¥0.35 in 2Q 2025). Revenue: CN¥10.9b (up 54% from 2Q 2025). Net income: CN¥2.13b (up 147% from 2Q 2025). Profit margin: 20% (up from 12% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 25% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has increased by 115% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Jul 22Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥126, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 33x in the Electronic industry in China. Total returns to shareholders of 736% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥121 per share.
New Risk • Jul 17New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Chinese stocks, typically moving 12% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risk Dividend is not well covered by cash flows (142% cash payout ratio).
Buy Or Sell Opportunity • Jul 14Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 121% to CN¥148. The fair value is estimated to be CN¥121, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 41%. For the next 3 years, revenue is forecast to grow by 23% per annum. Earnings are also forecast to grow by 28% per annum over the same time period.
お知らせ • Jun 30Shengyi Technology Co.,Ltd. to Report First Half, 2026 Results on Aug 15, 2026Shengyi Technology Co.,Ltd. announced that they will report first half, 2026 results on Aug 15, 2026
Declared Dividend • Jun 01Dividend of CN¥0.80 announcedShareholders will receive a dividend of CN¥0.80. Ex-date: 5th June 2026 Payment date: 5th June 2026 Dividend yield will be 0.9%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (74% earnings payout ratio) but not covered by cash flows (142% cash payout ratio). The dividend has increased by an average of 23% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 98% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Aug 15Second quarter 2026 earnings released: EPS: CN¥0.88 (vs CN¥0.35 in 2Q 2025)Second quarter 2026 results: EPS: CN¥0.88 (up from CN¥0.35 in 2Q 2025). Revenue: CN¥10.9b (up 54% from 2Q 2025). Net income: CN¥2.13b (up 147% from 2Q 2025). Profit margin: 20% (up from 12% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 25% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has increased by 115% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Jul 22Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥126, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 33x in the Electronic industry in China. Total returns to shareholders of 736% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥121 per share.
New Risk • Jul 17New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Chinese stocks, typically moving 12% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risk Dividend is not well covered by cash flows (142% cash payout ratio).
Buy Or Sell Opportunity • Jul 14Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 121% to CN¥148. The fair value is estimated to be CN¥121, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 41%. For the next 3 years, revenue is forecast to grow by 23% per annum. Earnings are also forecast to grow by 28% per annum over the same time period.
お知らせ • Jun 30Shengyi Technology Co.,Ltd. to Report First Half, 2026 Results on Aug 15, 2026Shengyi Technology Co.,Ltd. announced that they will report first half, 2026 results on Aug 15, 2026
Declared Dividend • Jun 01Dividend of CN¥0.80 announcedShareholders will receive a dividend of CN¥0.80. Ex-date: 5th June 2026 Payment date: 5th June 2026 Dividend yield will be 0.9%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (74% earnings payout ratio) but not covered by cash flows (142% cash payout ratio). The dividend has increased by an average of 23% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 98% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Buy Or Sell Opportunity • May 26Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 85% to CN¥128. The fair value is estimated to be CN¥106, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 41%. For the next 3 years, revenue is forecast to grow by 21% per annum. Earnings are also forecast to grow by 25% per annum over the same time period.
Board Change • May 20Less than half of directors are independentThere are 8 new directors who have joined the board in the last 3 years. Of these new board members, 4 were independent directors. The company's board is composed of: 4 independent directors. 8 non-independent directors. Independent Director Jiaju Du was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
お知らせ • Apr 25Shengyi Technology Co.,Ltd., Annual General Meeting, May 19, 2026Shengyi Technology Co.,Ltd., Annual General Meeting, May 19, 2026, at 14:00 China Standard Time. Location: 2F, R and D Building, No. 5, Gongye West Road, Songshan Lake Park, Dongguan, Guangdong China
お知らせ • Mar 30Shengyi Technology Co.,Ltd. to Report Q1, 2026 Results on Apr 29, 2026Shengyi Technology Co.,Ltd. announced that they will report Q1, 2026 results on Apr 29, 2026
お知らせ • Dec 26Shengyi Technology Co.,Ltd. to Report Fiscal Year 2025 Results on Apr 25, 2026Shengyi Technology Co.,Ltd. announced that they will report fiscal year 2025 results on Apr 25, 2026
お知らせ • Sep 30Shengyi Technology Co.,Ltd. to Report Q3, 2025 Results on Oct 29, 2025Shengyi Technology Co.,Ltd. announced that they will report Q3, 2025 results on Oct 29, 2025
お知らせ • Jun 30Shengyi Technology Co.,Ltd. to Report First Half, 2025 Results on Aug 16, 2025Shengyi Technology Co.,Ltd. announced that they will report first half, 2025 results on Aug 16, 2025
お知らせ • Mar 29Shengyi Technology Co.,Ltd., Annual General Meeting, Apr 18, 2025Shengyi Technology Co.,Ltd., Annual General Meeting, Apr 18, 2025, at 14:00 China Standard Time. Location: 2F, R and D Building, No. 5, Gongye West Road, Songshan Lake Park, Dongguan, Guangdong China
お知らせ • Mar 28Shengyi Technology Co.,Ltd. to Report Q1, 2025 Results on Apr 29, 2025Shengyi Technology Co.,Ltd. announced that they will report Q1, 2025 results on Apr 29, 2025
お知らせ • Dec 27Shengyi Technology Co.,Ltd. to Report Fiscal Year 2024 Results on Mar 29, 2025Shengyi Technology Co.,Ltd. announced that they will report fiscal year 2024 results on Mar 29, 2025
Reported Earnings • Oct 29Third quarter 2024 earnings released: EPS: CN¥0.18 (vs CN¥0.14 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.18 (up from CN¥0.14 in 3Q 2023). Revenue: CN¥5.12b (up 14% from 3Q 2023). Net income: CN¥439.8m (up 28% from 3Q 2023). Profit margin: 8.6% (up from 7.7% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 25%After last week's 25% share price gain to CN¥20.84, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 21x in the Electronic industry in China. Total returns to shareholders of 5.2% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥9.49 per share.
お知らせ • Sep 30Shengyi Technology Co.,Ltd. to Report Q3, 2024 Results on Oct 29, 2024Shengyi Technology Co.,Ltd. announced that they will report Q3, 2024 results on Oct 29, 2024
Reported Earnings • Aug 28Second quarter 2024 earnings released: EPS: CN¥0.23 (vs CN¥0.13 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.23 (up from CN¥0.13 in 2Q 2023). Revenue: CN¥5.21b (up 26% from 2Q 2023). Net income: CN¥540.4m (up 76% from 2Q 2023). Profit margin: 10% (up from 7.4% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
New Risk • Aug 03New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.8% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (107% cash payout ratio). Shareholders have been diluted in the past year (3.8% increase in shares outstanding).
Valuation Update With 7 Day Price Move • Jul 12Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥23.11, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 23x in the Electronic industry in China. Total returns to shareholders of 7.7% over the past three years.
お知らせ • Jun 28Shengyi Technology Co.,Ltd. to Report First Half, 2024 Results on Aug 28, 2024Shengyi Technology Co.,Ltd. announced that they will report first half, 2024 results on Aug 28, 2024
Declared Dividend • May 22Dividend of CN¥0.45 announcedShareholders will receive a dividend of CN¥0.45. Ex-date: 24th May 2024 Payment date: 24th May 2024 Dividend yield will be 2.2%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (81% earnings payout ratio) but not covered by cash flows (104% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 93% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Valuation Update With 7 Day Price Move • May 03Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥19.45, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 21x in the Electronic industry in China. Total loss to shareholders of 12% over the past three years.
お知らせ • Apr 17Shengyi Technology Co.,Ltd., Annual General Meeting, May 08, 2024Shengyi Technology Co.,Ltd., Annual General Meeting, May 08, 2024, at 14:00 China Standard Time. Location: The Company's Meeting Room, Dongguan, Guangdong China
Reported Earnings • Mar 30Full year 2023 earnings released: EPS: CN¥0.50 (vs CN¥0.66 in FY 2022)Full year 2023 results: EPS: CN¥0.50 (down from CN¥0.66 in FY 2022). Revenue: CN¥16.6b (down 7.9% from FY 2022). Net income: CN¥1.16b (down 24% from FY 2022). Profit margin: 7.0% (down from 8.5% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
お知らせ • Mar 29Shengyi Technology Co.,Ltd. to Report Q1, 2024 Results on Apr 27, 2024Shengyi Technology Co.,Ltd. announced that they will report Q1, 2024 results on Apr 27, 2024
お知らせ • Mar 01Shengyi Technology Co.,Ltd. (SHSE:600183) agreed to acquire the remaining stake in Shengyi Technology (Suzhou) Co., Ltd. from Beijing Weihua Electronics Co., Ltd. for CNY 440 millionShengyi Technology Co.,Ltd. (SHSE:600183) agreed to acquire the remaining stake in Shengyi Technology (Suzhou) Co., Ltd. from Beijing Weihua Electronics Co., Ltd. for CNY 440 million on February 26, 2024.
Reported Earnings • Feb 28Full year 2023 earnings released: EPS: CN¥0.50 (vs CN¥0.66 in FY 2022)Full year 2023 results: EPS: CN¥0.50 (down from CN¥0.66 in FY 2022). Revenue: CN¥16.6b (down 7.9% from FY 2022). Net income: CN¥1.16b (down 24% from FY 2022). Profit margin: 7.0% (down from 8.5% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 15% 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 fallen by 23% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.
お知らせ • Dec 29Shengyi Technology Co.,Ltd. to Report Fiscal Year 2023 Results on Mar 29, 2024Shengyi Technology Co.,Ltd. announced that they will report fiscal year 2023 results on Mar 29, 2024
Reported Earnings • Oct 27Third quarter 2023 earnings released: EPS: CN¥0.14 (vs CN¥0.12 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.14 (up from CN¥0.12 in 3Q 2022). Revenue: CN¥4.47b (up 3.8% from 3Q 2022). Net income: CN¥344.0m (up 32% from 3Q 2022). Profit margin: 7.7% (up from 6.1% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% 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 fallen by 15% per year whereas the company’s share price has fallen by 12% per year.
お知らせ • Sep 30Shengyi Technology Co.,Ltd. to Report Q3, 2023 Results on Oct 27, 2023Shengyi Technology Co.,Ltd. announced that they will report Q3, 2023 results on Oct 27, 2023
Reported Earnings • Aug 11Second quarter 2023 earnings released: EPS: CN¥0.13 (vs CN¥0.19 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.13 (down from CN¥0.19 in 2Q 2022). Revenue: CN¥4.12b (down 11% from 2Q 2022). Net income: CN¥307.1m (down 32% from 2Q 2022). Profit margin: 7.4% (down from 9.8% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 18% 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 fallen by 7% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.
お知らせ • Jun 28Shengyi Technology Co.,Ltd. to Report First Half, 2023 Results on Aug 18, 2023Shengyi Technology Co.,Ltd. announced that they will report first half, 2023 results on Aug 18, 2023
Valuation Update With 7 Day Price Move • Apr 27Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CN¥16.28, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 22x in the Electronic industry in China. Total loss to shareholders of 46% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥8.54 per share.
Reported Earnings • Mar 29Full year 2022 earnings released: EPS: CN¥0.66 (vs CN¥1.23 in FY 2021)Full year 2022 results: EPS: CN¥0.66 (down from CN¥1.23 in FY 2021). Revenue: CN¥18.0b (down 11% from FY 2021). Net income: CN¥1.53b (down 46% from FY 2021). Profit margin: 8.5% (down from 14% in FY 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 14% 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 10% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
Reported Earnings • Feb 18Full year 2022 earnings released: EPS: CN¥0.38 (vs CN¥1.23 in FY 2021)Full year 2022 results: EPS: CN¥0.38 (down from CN¥1.23 in FY 2021). Revenue: CN¥353.5k (down 100% from FY 2021). Net income: CN¥31.3k (down 100% from FY 2021). Profit margin: 8.9% (down from 14% in FY 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 79% 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 6% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 12 experienced directors. No highly experienced directors. 4 independent directors (7 non-independent directors). Director Liqun Xu was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Oct 29Third quarter 2022 earnings released: EPS: CN¥0.12 (vs CN¥0.40 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.12 (down from CN¥0.40 in 3Q 2021). Revenue: CN¥4.30b (down 22% from 3Q 2021). Net income: CN¥261.4m (down 72% from 3Q 2021). Profit margin: 6.1% (down from 17% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
Buying Opportunity • Aug 25Now 22% undervaluedOver the last 90 days, the stock is up 2.3%. The fair value is estimated to be CN¥20.73, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 27%. Revenue is forecast to grow by 25% in 2 years. Earnings is forecast to grow by 28% in the next 2 years.
Reported Earnings • Aug 14Second quarter 2022 earnings released: EPS: CN¥0.19 (vs CN¥0.38 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.19 (down from CN¥0.38 in 2Q 2021). Revenue: CN¥4.61b (down 14% from 2Q 2021). Net income: CN¥452.8m (down 48% from 2Q 2021). Profit margin: 9.8% (down from 16% in 2Q 2021). The decrease in margin was driven by lower revenue. Over the next year, revenue is forecast to grow 14%, compared to a 26% 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 fallen by 6% per year, which means it is significantly lagging earnings.
Reported Earnings • May 02First quarter 2022 earnings released: EPS: CN¥0.21 (vs CN¥0.24 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.21 (down from CN¥0.24 in 1Q 2021). Revenue: CN¥4.77b (up 5.8% from 1Q 2021). Net income: CN¥482.4m (down 11% from 1Q 2021). Profit margin: 10% (down from 12% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 9.8%, compared to a 25% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Apr 01Full year 2021 earnings released: EPS: CN¥1.23 (vs CN¥0.74 in FY 2020)Full year 2021 results: EPS: CN¥1.23 (up from CN¥0.74 in FY 2020). Revenue: CN¥20.3b (up 38% from FY 2020). Net income: CN¥2.83b (up 68% from FY 2020). Profit margin: 14% (up from 11% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 11%, compared to a 24% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 02Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: CN¥1.23 (up from CN¥0.74 in FY 2020). Revenue: CN¥20.3b (up 38% from FY 2020). Net income: CN¥2.83b (up 69% from FY 2020). Profit margin: 14% (up from 11% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 13%, compared to a 26% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Feb 23Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 20%. The fair value is estimated to be CN¥24.28, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% per annum over the last 3 years. Earnings per share has grown by 29% per annum over the last 3 years.
Reported Earnings • Oct 28Third quarter 2021 earnings released: EPS CN¥0.40 (vs CN¥0.21 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥5.55b (up 46% from 3Q 2020). Net income: CN¥924.8m (up 94% from 3Q 2020). Profit margin: 17% (up from 13% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 29% per year whereas the company’s share price has increased by 33% per year.
Valuation Update With 7 Day Price Move • Jul 30Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥27.39, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 31x in the Electronic industry in China. Total returns to shareholders of 192% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥14.37 per share.
Reported Earnings • May 02First quarter 2021 earnings released: EPS CN¥0.24 (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¥4.51b (up 47% from 1Q 2020). Net income: CN¥544.3m (up 60% from 1Q 2020). Profit margin: 12% (up from 11% 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 20% 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 • Mar 30Full year 2020 earnings released: EPS CN¥0.74 (vs CN¥0.66 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: CN¥14.7b (up 11% from FY 2019). Net income: CN¥1.68b (up 16% from FY 2019). Profit margin: 11% (in line with FY 2019). Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.
Analyst Estimate Surprise Post Earnings • Feb 04Revenue misses expectationsRevenue missed analyst estimates by 2.2%. Over the next year, revenue is forecast to grow 22%, compared to a 31% growth forecast for the Electronic industry in China.
Analyst Estimate Surprise Post Earnings • Feb 02Revenue misses expectationsRevenue missed analyst estimates by 2.2%. Over the next year, revenue is forecast to grow 22%, compared to a 30% growth forecast for the Electronic industry in China.
Is New 90 Day High Low • Feb 01New 90-day low: CN¥23.34The company is down 5.0% from its price of CN¥24.46 on 04 November 2020. The Chinese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥7.98 per share.
Reported Earnings • Jan 30Full year 2020 earnings released: EPS CN¥0.73 (vs CN¥0.66 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: CN¥14.7b (up 11% from FY 2019). Net income: CN¥1.66b (up 15% from FY 2019). Profit margin: 11% (in line with FY 2019). Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.
Analyst Estimate Surprise Post Earnings • Jan 30Revenue misses expectationsRevenue missed analyst estimates by 2.2%. Over the next year, revenue is forecast to grow 23%, compared to a 31% growth forecast for the Electronic industry in China.
Is New 90 Day High Low • Jan 14New 90-day high: CN¥30.37The company is up 25% from its price of CN¥24.34 on 16 October 2020. The Chinese market is up 7.0% 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¥7.90 per share.
Is New 90 Day High Low • Dec 04New 90-day high: CN¥28.75The company is up 16% from its price of CN¥24.73 on 04 September 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 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥15.77 per share.
Is New 90 Day High Low • Nov 14New 90-day high: CN¥28.54The company is up 2.0% from its price of CN¥28.01 on 14 August 2020. The Chinese market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥16.16 per share.
Valuation Update With 7 Day Price Move • Nov 09Market bids up stock over the past weekAfter last week's 18% share price gain to CN¥27.93, the stock is trading at a trailing P/E ratio of 37.3x, up from the previous P/E ratio of 31.5x. This compares to an average P/E of 48x in the Electronic industry in China. Total returns to shareholders over the past three years are 152%.
Reported Earnings • Oct 25Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥1.71b, up 38% from the prior year. Total revenue was CN¥14.5b over the last 12 months, up 16% from the prior year.
Analyst Estimate Surprise Post Earnings • Oct 25Third-quarter earnings released: Revenue misses expectationsThird-quarter revenue missed analyst estimates by 3.7% at CN¥3.81b. Revenue is forecast to grow 22% over the next year, compared to a 31% growth forecast for the Electronic industry in China.
