Hubei Energy Group（000883）株式概要湖北能源集団有限公司はその子会社とともに、中国におけるエネルギー事業の投資、開発、経営に従事している。 詳細000883 ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長0/6過去の実績4/6財務の健全性1/6配当金4/6報酬株価収益率（ 16.5 x） CN市場（ 38.3 x）を下回っています。過去1年間で収益は48.1%増加しました リスク分析負債は営業キャッシュフローで十分にカバーされていない 3.13%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000883 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW480,107 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 NarrativeBLINRODA480,107 investors already sharing narrativesYour Fair ValueCN¥Current PriceCN¥4.7972.9% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture023b2016201920222025202620282031Revenue CN¥21.4bEarnings CN¥2.5bAdvancedSet Fair ValueView all narrativesHubei Energy Group Co., Ltd. 競合他社Fujian FunengSymbol: SHSE:600483Market cap: CN¥30.6bInner Mongolia MengDian HuaNeng Thermal PowerSymbol: SHSE:600863Market cap: CN¥41.0bGuangdong Electric Power DevelopmentSymbol: SZSE:000539Market cap: CN¥29.3bShenzhen Energy GroupSymbol: SZSE:000027Market cap: CN¥31.2b価格と性能株価の高値、安値、推移の概要Hubei Energy Group過去の株価現在の株価CN¥4.7952週高値CN¥5.4652週安値CN¥4.23ベータ0.281ヶ月の変化2.79%3ヶ月変化-0.62%1年変化2.13%3年間の変化6.21%5年間の変化18.56%IPOからの変化-0.83%最新ニュースお知らせ • Jun 30Hubei Energy Group Co., Ltd. to Report First Half, 2026 Results on Aug 29, 2026Hubei Energy Group Co., Ltd. announced that they will report first half, 2026 results on Aug 29, 2026Board Change • May 20High number of new and inexperienced directorsThere are 11 new directors who have joined the board in the last 3 years. The company's board is composed of: 11 new directors. 1 experienced director. No highly experienced directors. Independent Director Hanming Yang is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Apr 29Hubei Energy Group Co., Ltd., Annual General Meeting, May 29, 2026Hubei Energy Group Co., Ltd., Annual General Meeting, May 29, 2026, at 14:45 China Standard Time. Location: No. 137, Xudong Avenue, Hongshan District, Wuhan, Hubei Chinaお知らせ • Mar 31Hubei Energy Group Co., Ltd. to Report Q1, 2026 Results on Apr 29, 2026Hubei Energy Group Co., Ltd. announced that they will report Q1, 2026 results on Apr 29, 2026お知らせ • Dec 31Hubei Energy Group Co., Ltd. to Report Fiscal Year 2025 Results on Apr 29, 2026Hubei Energy Group Co., Ltd. announced that they will report fiscal year 2025 results on Apr 29, 2026お知らせ • Sep 30Hubei Energy Group Co., Ltd. to Report Q3, 2025 Results on Oct 28, 2025Hubei Energy Group Co., Ltd. announced that they will report Q3, 2025 results on Oct 28, 2025最新情報をもっと見るRecent updatesお知らせ • Jun 30Hubei Energy Group Co., Ltd. to Report First Half, 2026 Results on Aug 29, 2026Hubei Energy Group Co., Ltd. announced that they will report first half, 2026 results on Aug 29, 2026Board Change • May 20High number of new and inexperienced directorsThere are 11 new directors who have joined the board in the last 3 years. The company's board is composed of: 11 new directors. 1 experienced director. No highly experienced directors. Independent Director Hanming Yang is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Apr 29Hubei Energy Group Co., Ltd., Annual General Meeting, May 29, 2026Hubei Energy Group Co., Ltd., Annual General Meeting, May 29, 2026, at 14:45 China Standard Time. Location: No. 137, Xudong Avenue, Hongshan District, Wuhan, Hubei Chinaお知らせ • Mar 31Hubei Energy Group Co., Ltd. to Report Q1, 2026 Results on Apr 29, 2026Hubei Energy Group Co., Ltd. announced that they will report Q1, 2026 results on Apr 29, 2026お知らせ • Dec 31Hubei Energy Group Co., Ltd. to Report Fiscal Year 2025 Results on Apr 29, 2026Hubei Energy Group Co., Ltd. announced that they will report fiscal year 2025 results on Apr 29, 2026お知らせ • Sep 30Hubei Energy Group Co., Ltd. to Report Q3, 2025 Results on Oct 28, 2025Hubei Energy Group Co., Ltd. announced that they will report Q3, 2025 results on Oct 28, 2025お知らせ • Jul 02Hubei Energy Group Co., Ltd. to Report First Half, 2025 Results on Aug 29, 2025Hubei Energy Group Co., Ltd. announced that they will report first half, 2025 results on Aug 29, 2025お知らせ • May 22Hubei Energy Group Co., Ltd. Approves Cash Dividend for 2024Hubei Energy Group Co., Ltd. t its Annual General Meeting held on 16 May 2025, approved the cash dividend/10 shares (tax included) of CNY 1.00000000 for 2024.お知らせ • Apr 30Hubei Energy Group Co., Ltd. Approves Election of Zhang Long as DirectorHubei Energy Group Co., Ltd. held its 2nd Extraordinary General Meeting of 2025 on 25 April 2025, approved election of Zhang Long as a director.お知らせ • Apr 25Hubei Energy Group Co., Ltd., Annual General Meeting, May 16, 2025Hubei Energy Group Co., Ltd., Annual General Meeting, May 16, 2025, at 14:30 China Standard Time. Location: No. 137, Xudong Avenue, Hongshan District, Wuhan, Hubei Chinaお知らせ • Mar 31Hubei Energy Group Co., Ltd. to Report Q1, 2025 Results on Apr 25, 2025Hubei Energy Group Co., Ltd. announced that they will report Q1, 2025 results on Apr 25, 2025お知らせ • Dec 31Hubei Energy Group Co., Ltd. to Report Fiscal Year 2024 Results on Apr 25, 2025Hubei Energy Group Co., Ltd. announced that they will report fiscal year 2024 results on Apr 25, 2025Reported Earnings • Oct 26Third quarter 2024 earnings released: EPS: CN¥0.16 (vs CN¥0.12 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.16 (up from CN¥0.12 in 3Q 2023). Revenue: CN¥5.59b (up 4.5% from 3Q 2023). Net income: CN¥1.04b (up 27% from 3Q 2023). Profit margin: 19% (up from 15% in 3Q 2023). Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Renewable Energy industry in China. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has remained flat.Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥5.34, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 12x in the Renewable Energy industry in China. Total loss to shareholders of 5.6% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥2.57 per share.お知らせ • Sep 30Hubei Energy Group Co., Ltd. to Report Q3, 2024 Results on Oct 30, 2024Hubei Energy Group Co., Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024Reported Earnings • Aug 28Second quarter 2024 earnings released: EPS: CN¥0.10 (vs CN¥0.094 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.10 (up from CN¥0.094 in 2Q 2023). Revenue: CN¥4.62b (down 7.6% from 2Q 2023). Net income: CN¥645.9m (up 9.3% from 2Q 2023). Profit margin: 14% (up from 12% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Renewable Energy industry in China. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.Declared Dividend • Aug 03Dividend increased to CN¥0.09Dividend of CN¥0.09 is 50% higher than last year. Ex-date: 8th August 2024 Payment date: 8th August 2024 Dividend yield will be 1.8%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is covered by earnings (27% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 1.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 56% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Board Change • Aug 01High number of new and inexperienced directorsThere are 9 new directors who have joined the board in the last 3 years. The company's board is composed of: 9 new directors. 3 experienced directors. No highly experienced directors. Employee Supervisor Changyang He is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Jul 20Hubei Energy Group Co., Ltd. Announces Executive and Board AppointmentsHubei Energy Group Co., Ltd. held its 2nd Extraordinary General Meeting of 2024 on 18 July 2024, during which the following proposal(s) was/were approved: Election of non-independent directors, cumulative voting system applicable: He Hongxin, non-independent director, Gong Ping, non-independent director, Han Yong, non-independent director, Luo Rencai, non-independent director, Pan Chengliang, non-independent director, Election of independent directors, cumulative voting system applicable: Yu Liangmin, independent director and Chen Haisong, independent director.お知らせ • Jun 29Hubei Energy Group Co., Ltd. to Report First Half, 2024 Results on Aug 28, 2024Hubei Energy Group Co., Ltd. announced that they will report first half, 2024 results on Aug 28, 2024お知らせ • May 23Hubei Energy Group Co., Ltd., Annual General Meeting, Jun 12, 2024Hubei Energy Group Co., Ltd., Annual General Meeting, Jun 12, 2024, at 14:30 China Standard Time. Location: No. 137, Xudong Avenue, Hongshan District, Wuhan, Hubei Chinaお知らせ • May 17Hubei Province Changjiang Industry Investment Group Co., Ltd. completed the acquisition of 15.6% stake in Changjiang Securities Company Limited (SZSE:000783) from Hubei Energy Group Co., Ltd. (SZSE:000883) and Three Gorges Capital Holdings Co., Ltd.Hubei Province Changjiang Industry Investment Group Co., Ltd. signed the share transfer agreement to acquire 15.6% stake in Changjiang Securities Company Limited (SZSE:000783) from Hubei Energy Group Co., Ltd. (SZSE:000883) and Three Gorges Capital Holdings Co., Ltd. for CNY 7.07 billion on December 24, 2023. consideration was paid in the form of cash CNY 8.20 per share. As on March 29, 2024, Hubei Province Changjiang Industry Investment Group Co., Ltd. signed the share transfer agreement with Hubei Energy Group Co., Ltd. and Three Gorges Capital Holdings Co., Ltd. Transaction was already approved by Hubei Province Changjiang Industry Investment Group and Hubei Energy Group Co., Ltd. and Three Gorges Capital Holdings's board of director's. Transaction is subject to approval from Hubei Energy Group's shareholders. Transaction is subject to approval from state-owned assets supervision and administration authority, State Administration for Market Regulation,China Securities Regulatory Commission, Confirmation letter of this share transfer to be issued by the Shenzhen Stock Exchange and ·Completion of share registration procedures in China Securities Depository and Clearing Co., Ltd. Shenzhen branch. Hubei Province Changjiang Industry Investment Group Co., Ltd. completed the acquisition of 15.6% stake in Changjiang Securities Company Limited (SZSE:000783) from Hubei Energy Group Co., Ltd. (SZSE:000883) and Three Gorges Capital Holdings Co., Ltd. on May 15, 2024.Reported Earnings • Apr 27First quarter 2024 earnings released: EPS: CN¥0.12 (vs CN¥0.047 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.12 (up from CN¥0.047 in 1Q 2023). Revenue: CN¥5.21b (up 27% from 1Q 2023). Net income: CN¥779.7m (up 151% from 1Q 2023). Profit margin: 15% (up from 7.6% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 7.3% growth forecast for the Renewable Energy industry in China. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.お知らせ • Mar 30Hubei Energy Group Co., Ltd. to Report Q1, 2024 Results on Apr 27, 2024Hubei Energy Group Co., Ltd. announced that they will report Q1, 2024 results on Apr 27, 2024Reported Earnings • Feb 03Full year 2023 earnings released: EPS: CN¥0.28 (vs CN¥0.18 in FY 2022)Full year 2023 results: EPS: CN¥0.28 (up from CN¥0.18 in FY 2022). Revenue: CN¥18.9b (down 8.2% from FY 2022). Net income: CN¥1.81b (up 56% from FY 2022). Profit margin: 9.6% (up from 5.6% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 33% decline forecast for the Renewable Energy industry in China. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.Buy Or Sell Opportunity • Jan 22Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.7% to CN¥4.04. The fair value is estimated to be CN¥5.09, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.8% over the last 3 years. Earnings per share has declined by 37%. Revenue is forecast to grow by 38% in 2 years. Earnings are forecast to grow by 163% in the next 2 years.お知らせ • Dec 29Hubei Energy Group Co., Ltd. to Report Fiscal Year 2023 Results on Apr 27, 2024Hubei Energy Group Co., Ltd. announced that they will report fiscal year 2023 results on Apr 27, 2024Reported Earnings • Nov 01Third quarter 2023 earnings released: EPS: CN¥0.12 (vs CN¥0.06 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.12 (up from CN¥0.06 in 3Q 2022). Revenue: CN¥5.35b (down 19% from 3Q 2022). Net income: CN¥816.4m (up 108% from 3Q 2022). Profit margin: 15% (up from 6.0% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Renewable Energy industry in China. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.Reported Earnings • Aug 23Second quarter 2023 earnings released: EPS: CN¥0.094 (vs CN¥0.14 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.094 (down from CN¥0.14 in 2Q 2022). Revenue: CN¥5.00b (down 26% from 2Q 2022). Net income: CN¥590.8m (down 34% from 2Q 2022). Profit margin: 12% (down from 13% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 35% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Renewable Energy industry in China. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.お知らせ • Aug 18Hubei Energy Group Co., Ltd. Appoints Tu Shanfeng as DirectorHubei Energy Group Co., Ltd. at its Extraordinary General Meeting of 2023 on 16 August 2023, Election of Tu Shanfeng as a director.お知らせ • Aug 10Hubei Energy Group Co., Ltd. Implements Final Dividend of A shares for 2022, Payable on 16 August 2023Hubei Energy Group Co., Ltd. implemented final cash dividend of CNY 0.60000000 per 10 A shares (tax included) for 2022. Record date is 15 August 2023. Ex-date is 16 August 2023. Payment date is 16 August 2023.お知らせ • Jul 01Hubei Energy Group Co., Ltd. to Report First Half, 2023 Results on Aug 23, 2023Hubei Energy Group Co., Ltd. announced that they will report first half, 2023 results on Aug 23, 2023Reported Earnings • Apr 29First quarter 2023 earnings released: EPS: CN¥0.047 (vs CN¥0.085 in 1Q 2022)First quarter 2023 results: EPS: CN¥0.047 (down from CN¥0.085 in 1Q 2022). Revenue: CN¥4.09b (down 41% from 1Q 2022). Net income: CN¥310.7m (down 44% from 1Q 2022). Profit margin: 7.6% (down from 8.0% in 1Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 22% p.a. on average during the next 2 years, compared to a 7.2% growth forecast for the Renewable Energy industry in China. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.お知らせ • Feb 07Hubei Energy Group Co., Ltd. Announces Election of Li Zheng as A SupervisorHubei Energy Group Co., Ltd. in its 1st Extraordinary General Meeting of 2023 on 03 February 2023 approved the Election of Li Zheng as a supervisor.Board Change • Nov 16High number of new and inexperienced directorsThere are 9 new directors who have joined the board in the last 3 years. The company's board is composed of: 9 new directors. 3 experienced directors. No highly experienced directors. Non-Independent Director Zhongchu Huang is the most experienced director on the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: CN¥0.06 (vs CN¥0.17 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.06 (down from CN¥0.17 in 3Q 2021). Revenue: CN¥6.58b (up 16% from 3Q 2021). Net income: CN¥392.4m (down 64% from 3Q 2021). Profit margin: 6.0% (down from 19% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Renewable Energy industry in China. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 27Second quarter 2022 earnings released: EPS: CN¥0.14 (vs CN¥0.15 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.14 (down from CN¥0.15 in 2Q 2021). Revenue: CN¥6.71b (up 24% from 2Q 2021). Net income: CN¥892.6m (down 6.9% from 2Q 2021). Profit margin: 13% (down from 18% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 6.4%, compared to a 15% growth forecast for the Renewable Energy industry in China. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jun 11Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥5.32, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 15x in the Renewable Energy industry in China. Total returns to shareholders of 32% over the past three years.Reported Earnings • Apr 29First quarter 2022 earnings released: EPS: CN¥0.085 (vs CN¥0.10 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.085 (down from CN¥0.10 in 1Q 2021). Revenue: CN¥6.94b (up 37% from 1Q 2021). Net income: CN¥551.7m (down 19% from 1Q 2021). Profit margin: 8.0% (down from 13% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Board Change • Apr 27High number of new and inexperienced directorsThere are 9 new directors who have joined the board in the last 3 years. The company's board is composed of: 9 new directors. 2 experienced directors. 1 highly experienced director. Chairman of the Supervisory Board Cheng Li Liu is the most experienced director on the board, commencing their role in 2010. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Reported Earnings • Jan 23Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: CN¥0.36 (down from CN¥0.38 in FY 2020). Revenue: CN¥22.8b (up 34% from FY 2020). Net income: CN¥2.09b (down 15% from FY 2020). Profit margin: 9.2% (down from 14% in FY 2020). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Reported Earnings • Oct 31Third quarter 2021 earnings released: EPS CN¥0.17 (vs CN¥0.19 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: CN¥5.68b (up 22% from 3Q 2020). Net income: CN¥1.08b (down 13% from 3Q 2020). Profit margin: 19% (down from 26% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Oct 14Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to CN¥4.90, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 17x in the Renewable Energy industry in China. Total returns to shareholders of 53% over the past three years.Valuation Update With 7 Day Price Move • Sep 11Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥5.21, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 18x in the Renewable Energy industry in China. Total returns to shareholders of 43% over the past three years.Reported Earnings • Aug 28Second quarter 2021 earnings released: EPS CN¥0.15 (vs CN¥0.12 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2021 results: Revenue: CN¥5.44b (up 28% from 2Q 2020). Net income: CN¥959.0m (up 20% from 2Q 2020). Profit margin: 18% (down from 19% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • May 22Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥5.45, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 15x in the Renewable Energy industry in China. Total returns to shareholders of 34% over the past three years.Reported Earnings • May 02First quarter 2021 earnings released: EPS CN¥0.10 (vs CN¥0.07 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥5.08b (up 37% from 1Q 2020). Net income: CN¥677.3m (up 49% from 1Q 2020). Profit margin: 13% (up from 12% 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 7% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Mar 23Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥4.65, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 13x in the Renewable Energy industry in China. Total returns to shareholders of 15% over the past three years.Is New 90 Day High Low • Jan 29New 90-day low: CN¥3.54The company is down 11% from its price of CN¥3.96 on 30 October 2020. The Chinese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Renewable Energy industry, which is up 4.0% over the same period.Is New 90 Day High Low • Jan 07New 90-day low: CN¥3.72The company is down 1.0% from its price of CN¥3.77 on 09 October 2020. The Chinese market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Renewable Energy industry, which is up 5.0% over the same period.Is New 90 Day High Low • Nov 19New 90-day high: CN¥4.15The company is up 5.0% from its price of CN¥3.96 on 21 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 Renewable Energy industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥8.18 per share.Is New 90 Day High Low • Oct 29New 90-day high: CN¥4.01The company is up 6.0% from its price of CN¥3.77 on 31 July 2020. The Chinese market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Renewable Energy industry, which is up 2.0% 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 • Oct 29Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥2.47b, up 56% from the prior year. Total revenue was CN¥16.4b over the last 12 months, up 6.8% from the prior year.株主還元000883CN Renewable EnergyCN 市場7D4.4%3.7%-4.7%1Y2.1%0.2%10.6%株主還元を見る業界別リターン: 000883過去 1 年間で0.2 % の収益を上げたCN Renewable Energy業界を上回りました。リターン対市場: 000883は、過去 1 年間で10.6 % のリターンを上げたCN市場を下回りました。価格変動Is 000883's price volatile compared to industry and market?000883 volatility000883 Average Weekly Movement4.6%Renewable Energy Industry Average Movement6.6%Market Average Movement7.3%10% most volatile stocks in CN Market12.3%10% least volatile stocks in CN Market4.3%安定した株価: 000883 、 CN市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 000883の 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19934,714n/awww.hbny.com.cn湖北能源集団有限公司は、その子会社とともに、中国におけるエネルギー事業の投資、開発、経営に従事している。水力、火力、原子力を利用した発電事業、新エネルギー発電事業を行う。また、天然ガスの送配電や石炭取引、金融投資サービスも行っている。湖北能源集団有限公司は2005年に設立され、中華人民共和国の武漢に本社を置いている。もっと見るHubei Energy Group Co., Ltd. 基礎のまとめHubei Energy Group の収益と売上を時価総額と比較するとどうか。000883 基礎統計学時価総額CN¥33.91b収益（TTM）CN¥2.06b売上高(TTM)CN¥17.68b16.5xPER（株価収益率1.9xP/Sレシオ000883 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000883 損益計算書（TTM）収益CN¥17.68b売上原価CN¥13.51b売上総利益CN¥4.17bその他の費用CN¥2.11b収益CN¥2.06b直近の収益報告Mar 31, 2026次回決算日Aug 29, 2026一株当たり利益（EPS）0.29グロス・マージン23.58%純利益率11.65%有利子負債／自己資本比率93.1%000883 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3.1%現在の配当利回り50%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2026/07/23 01:44終値2026/07/23 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Hubei Energy Group 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。4 アナリスト機関Jie WuHaitong International Research LimitedWeijia WangHuatai ResearchFan WangPing An Securities Co. Ltd.1 その他のアナリストを表示
お知らせ • Jun 30Hubei Energy Group Co., Ltd. to Report First Half, 2026 Results on Aug 29, 2026Hubei Energy Group Co., Ltd. announced that they will report first half, 2026 results on Aug 29, 2026
Board Change • May 20High number of new and inexperienced directorsThere are 11 new directors who have joined the board in the last 3 years. The company's board is composed of: 11 new directors. 1 experienced director. No highly experienced directors. Independent Director Hanming Yang is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Apr 29Hubei Energy Group Co., Ltd., Annual General Meeting, May 29, 2026Hubei Energy Group Co., Ltd., Annual General Meeting, May 29, 2026, at 14:45 China Standard Time. Location: No. 137, Xudong Avenue, Hongshan District, Wuhan, Hubei China
お知らせ • Mar 31Hubei Energy Group Co., Ltd. to Report Q1, 2026 Results on Apr 29, 2026Hubei Energy Group Co., Ltd. announced that they will report Q1, 2026 results on Apr 29, 2026
お知らせ • Dec 31Hubei Energy Group Co., Ltd. to Report Fiscal Year 2025 Results on Apr 29, 2026Hubei Energy Group Co., Ltd. announced that they will report fiscal year 2025 results on Apr 29, 2026
お知らせ • Sep 30Hubei Energy Group Co., Ltd. to Report Q3, 2025 Results on Oct 28, 2025Hubei Energy Group Co., Ltd. announced that they will report Q3, 2025 results on Oct 28, 2025
お知らせ • Jun 30Hubei Energy Group Co., Ltd. to Report First Half, 2026 Results on Aug 29, 2026Hubei Energy Group Co., Ltd. announced that they will report first half, 2026 results on Aug 29, 2026
Board Change • May 20High number of new and inexperienced directorsThere are 11 new directors who have joined the board in the last 3 years. The company's board is composed of: 11 new directors. 1 experienced director. No highly experienced directors. Independent Director Hanming Yang is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Apr 29Hubei Energy Group Co., Ltd., Annual General Meeting, May 29, 2026Hubei Energy Group Co., Ltd., Annual General Meeting, May 29, 2026, at 14:45 China Standard Time. Location: No. 137, Xudong Avenue, Hongshan District, Wuhan, Hubei China
お知らせ • Mar 31Hubei Energy Group Co., Ltd. to Report Q1, 2026 Results on Apr 29, 2026Hubei Energy Group Co., Ltd. announced that they will report Q1, 2026 results on Apr 29, 2026
お知らせ • Dec 31Hubei Energy Group Co., Ltd. to Report Fiscal Year 2025 Results on Apr 29, 2026Hubei Energy Group Co., Ltd. announced that they will report fiscal year 2025 results on Apr 29, 2026
お知らせ • Sep 30Hubei Energy Group Co., Ltd. to Report Q3, 2025 Results on Oct 28, 2025Hubei Energy Group Co., Ltd. announced that they will report Q3, 2025 results on Oct 28, 2025
お知らせ • Jul 02Hubei Energy Group Co., Ltd. to Report First Half, 2025 Results on Aug 29, 2025Hubei Energy Group Co., Ltd. announced that they will report first half, 2025 results on Aug 29, 2025
お知らせ • May 22Hubei Energy Group Co., Ltd. Approves Cash Dividend for 2024Hubei Energy Group Co., Ltd. t its Annual General Meeting held on 16 May 2025, approved the cash dividend/10 shares (tax included) of CNY 1.00000000 for 2024.
お知らせ • Apr 30Hubei Energy Group Co., Ltd. Approves Election of Zhang Long as DirectorHubei Energy Group Co., Ltd. held its 2nd Extraordinary General Meeting of 2025 on 25 April 2025, approved election of Zhang Long as a director.
お知らせ • Apr 25Hubei Energy Group Co., Ltd., Annual General Meeting, May 16, 2025Hubei Energy Group Co., Ltd., Annual General Meeting, May 16, 2025, at 14:30 China Standard Time. Location: No. 137, Xudong Avenue, Hongshan District, Wuhan, Hubei China
お知らせ • Mar 31Hubei Energy Group Co., Ltd. to Report Q1, 2025 Results on Apr 25, 2025Hubei Energy Group Co., Ltd. announced that they will report Q1, 2025 results on Apr 25, 2025
お知らせ • Dec 31Hubei Energy Group Co., Ltd. to Report Fiscal Year 2024 Results on Apr 25, 2025Hubei Energy Group Co., Ltd. announced that they will report fiscal year 2024 results on Apr 25, 2025
Reported Earnings • Oct 26Third quarter 2024 earnings released: EPS: CN¥0.16 (vs CN¥0.12 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.16 (up from CN¥0.12 in 3Q 2023). Revenue: CN¥5.59b (up 4.5% from 3Q 2023). Net income: CN¥1.04b (up 27% from 3Q 2023). Profit margin: 19% (up from 15% in 3Q 2023). Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Renewable Energy industry in China. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has remained flat.
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥5.34, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 12x in the Renewable Energy industry in China. Total loss to shareholders of 5.6% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥2.57 per share.
お知らせ • Sep 30Hubei Energy Group Co., Ltd. to Report Q3, 2024 Results on Oct 30, 2024Hubei Energy Group Co., Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024
Reported Earnings • Aug 28Second quarter 2024 earnings released: EPS: CN¥0.10 (vs CN¥0.094 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.10 (up from CN¥0.094 in 2Q 2023). Revenue: CN¥4.62b (down 7.6% from 2Q 2023). Net income: CN¥645.9m (up 9.3% from 2Q 2023). Profit margin: 14% (up from 12% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Renewable Energy industry in China. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
Declared Dividend • Aug 03Dividend increased to CN¥0.09Dividend of CN¥0.09 is 50% higher than last year. Ex-date: 8th August 2024 Payment date: 8th August 2024 Dividend yield will be 1.8%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is covered by earnings (27% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 1.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 56% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Board Change • Aug 01High number of new and inexperienced directorsThere are 9 new directors who have joined the board in the last 3 years. The company's board is composed of: 9 new directors. 3 experienced directors. No highly experienced directors. Employee Supervisor Changyang He is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Jul 20Hubei Energy Group Co., Ltd. Announces Executive and Board AppointmentsHubei Energy Group Co., Ltd. held its 2nd Extraordinary General Meeting of 2024 on 18 July 2024, during which the following proposal(s) was/were approved: Election of non-independent directors, cumulative voting system applicable: He Hongxin, non-independent director, Gong Ping, non-independent director, Han Yong, non-independent director, Luo Rencai, non-independent director, Pan Chengliang, non-independent director, Election of independent directors, cumulative voting system applicable: Yu Liangmin, independent director and Chen Haisong, independent director.
お知らせ • Jun 29Hubei Energy Group Co., Ltd. to Report First Half, 2024 Results on Aug 28, 2024Hubei Energy Group Co., Ltd. announced that they will report first half, 2024 results on Aug 28, 2024
お知らせ • May 23Hubei Energy Group Co., Ltd., Annual General Meeting, Jun 12, 2024Hubei Energy Group Co., Ltd., Annual General Meeting, Jun 12, 2024, at 14:30 China Standard Time. Location: No. 137, Xudong Avenue, Hongshan District, Wuhan, Hubei China
お知らせ • May 17Hubei Province Changjiang Industry Investment Group Co., Ltd. completed the acquisition of 15.6% stake in Changjiang Securities Company Limited (SZSE:000783) from Hubei Energy Group Co., Ltd. (SZSE:000883) and Three Gorges Capital Holdings Co., Ltd.Hubei Province Changjiang Industry Investment Group Co., Ltd. signed the share transfer agreement to acquire 15.6% stake in Changjiang Securities Company Limited (SZSE:000783) from Hubei Energy Group Co., Ltd. (SZSE:000883) and Three Gorges Capital Holdings Co., Ltd. for CNY 7.07 billion on December 24, 2023. consideration was paid in the form of cash CNY 8.20 per share. As on March 29, 2024, Hubei Province Changjiang Industry Investment Group Co., Ltd. signed the share transfer agreement with Hubei Energy Group Co., Ltd. and Three Gorges Capital Holdings Co., Ltd. Transaction was already approved by Hubei Province Changjiang Industry Investment Group and Hubei Energy Group Co., Ltd. and Three Gorges Capital Holdings's board of director's. Transaction is subject to approval from Hubei Energy Group's shareholders. Transaction is subject to approval from state-owned assets supervision and administration authority, State Administration for Market Regulation,China Securities Regulatory Commission, Confirmation letter of this share transfer to be issued by the Shenzhen Stock Exchange and ·Completion of share registration procedures in China Securities Depository and Clearing Co., Ltd. Shenzhen branch. Hubei Province Changjiang Industry Investment Group Co., Ltd. completed the acquisition of 15.6% stake in Changjiang Securities Company Limited (SZSE:000783) from Hubei Energy Group Co., Ltd. (SZSE:000883) and Three Gorges Capital Holdings Co., Ltd. on May 15, 2024.
Reported Earnings • Apr 27First quarter 2024 earnings released: EPS: CN¥0.12 (vs CN¥0.047 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.12 (up from CN¥0.047 in 1Q 2023). Revenue: CN¥5.21b (up 27% from 1Q 2023). Net income: CN¥779.7m (up 151% from 1Q 2023). Profit margin: 15% (up from 7.6% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 7.3% growth forecast for the Renewable Energy industry in China. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
お知らせ • Mar 30Hubei Energy Group Co., Ltd. to Report Q1, 2024 Results on Apr 27, 2024Hubei Energy Group Co., Ltd. announced that they will report Q1, 2024 results on Apr 27, 2024
Reported Earnings • Feb 03Full year 2023 earnings released: EPS: CN¥0.28 (vs CN¥0.18 in FY 2022)Full year 2023 results: EPS: CN¥0.28 (up from CN¥0.18 in FY 2022). Revenue: CN¥18.9b (down 8.2% from FY 2022). Net income: CN¥1.81b (up 56% from FY 2022). Profit margin: 9.6% (up from 5.6% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 33% decline forecast for the Renewable Energy industry in China. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
Buy Or Sell Opportunity • Jan 22Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.7% to CN¥4.04. The fair value is estimated to be CN¥5.09, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.8% over the last 3 years. Earnings per share has declined by 37%. Revenue is forecast to grow by 38% in 2 years. Earnings are forecast to grow by 163% in the next 2 years.
お知らせ • Dec 29Hubei Energy Group Co., Ltd. to Report Fiscal Year 2023 Results on Apr 27, 2024Hubei Energy Group Co., Ltd. announced that they will report fiscal year 2023 results on Apr 27, 2024
Reported Earnings • Nov 01Third quarter 2023 earnings released: EPS: CN¥0.12 (vs CN¥0.06 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.12 (up from CN¥0.06 in 3Q 2022). Revenue: CN¥5.35b (down 19% from 3Q 2022). Net income: CN¥816.4m (up 108% from 3Q 2022). Profit margin: 15% (up from 6.0% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Renewable Energy industry in China. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 23Second quarter 2023 earnings released: EPS: CN¥0.094 (vs CN¥0.14 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.094 (down from CN¥0.14 in 2Q 2022). Revenue: CN¥5.00b (down 26% from 2Q 2022). Net income: CN¥590.8m (down 34% from 2Q 2022). Profit margin: 12% (down from 13% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 35% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Renewable Energy industry in China. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
お知らせ • Aug 18Hubei Energy Group Co., Ltd. Appoints Tu Shanfeng as DirectorHubei Energy Group Co., Ltd. at its Extraordinary General Meeting of 2023 on 16 August 2023, Election of Tu Shanfeng as a director.
お知らせ • Aug 10Hubei Energy Group Co., Ltd. Implements Final Dividend of A shares for 2022, Payable on 16 August 2023Hubei Energy Group Co., Ltd. implemented final cash dividend of CNY 0.60000000 per 10 A shares (tax included) for 2022. Record date is 15 August 2023. Ex-date is 16 August 2023. Payment date is 16 August 2023.
お知らせ • Jul 01Hubei Energy Group Co., Ltd. to Report First Half, 2023 Results on Aug 23, 2023Hubei Energy Group Co., Ltd. announced that they will report first half, 2023 results on Aug 23, 2023
Reported Earnings • Apr 29First quarter 2023 earnings released: EPS: CN¥0.047 (vs CN¥0.085 in 1Q 2022)First quarter 2023 results: EPS: CN¥0.047 (down from CN¥0.085 in 1Q 2022). Revenue: CN¥4.09b (down 41% from 1Q 2022). Net income: CN¥310.7m (down 44% from 1Q 2022). Profit margin: 7.6% (down from 8.0% in 1Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 22% p.a. on average during the next 2 years, compared to a 7.2% growth forecast for the Renewable Energy industry in China. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
お知らせ • Feb 07Hubei Energy Group Co., Ltd. Announces Election of Li Zheng as A SupervisorHubei Energy Group Co., Ltd. in its 1st Extraordinary General Meeting of 2023 on 03 February 2023 approved the Election of Li Zheng as a supervisor.
Board Change • Nov 16High number of new and inexperienced directorsThere are 9 new directors who have joined the board in the last 3 years. The company's board is composed of: 9 new directors. 3 experienced directors. No highly experienced directors. Non-Independent Director Zhongchu Huang is the most experienced director on the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: CN¥0.06 (vs CN¥0.17 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.06 (down from CN¥0.17 in 3Q 2021). Revenue: CN¥6.58b (up 16% from 3Q 2021). Net income: CN¥392.4m (down 64% from 3Q 2021). Profit margin: 6.0% (down from 19% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Renewable Energy industry in China. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 27Second quarter 2022 earnings released: EPS: CN¥0.14 (vs CN¥0.15 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.14 (down from CN¥0.15 in 2Q 2021). Revenue: CN¥6.71b (up 24% from 2Q 2021). Net income: CN¥892.6m (down 6.9% from 2Q 2021). Profit margin: 13% (down from 18% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 6.4%, compared to a 15% growth forecast for the Renewable Energy industry in China. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jun 11Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥5.32, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 15x in the Renewable Energy industry in China. Total returns to shareholders of 32% over the past three years.
Reported Earnings • Apr 29First quarter 2022 earnings released: EPS: CN¥0.085 (vs CN¥0.10 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.085 (down from CN¥0.10 in 1Q 2021). Revenue: CN¥6.94b (up 37% from 1Q 2021). Net income: CN¥551.7m (down 19% from 1Q 2021). Profit margin: 8.0% (down from 13% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Board Change • Apr 27High number of new and inexperienced directorsThere are 9 new directors who have joined the board in the last 3 years. The company's board is composed of: 9 new directors. 2 experienced directors. 1 highly experienced director. Chairman of the Supervisory Board Cheng Li Liu is the most experienced director on the board, commencing their role in 2010. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Reported Earnings • Jan 23Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: CN¥0.36 (down from CN¥0.38 in FY 2020). Revenue: CN¥22.8b (up 34% from FY 2020). Net income: CN¥2.09b (down 15% from FY 2020). Profit margin: 9.2% (down from 14% in FY 2020). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Oct 31Third quarter 2021 earnings released: EPS CN¥0.17 (vs CN¥0.19 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: CN¥5.68b (up 22% from 3Q 2020). Net income: CN¥1.08b (down 13% from 3Q 2020). Profit margin: 19% (down from 26% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Oct 14Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to CN¥4.90, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 17x in the Renewable Energy industry in China. Total returns to shareholders of 53% over the past three years.
Valuation Update With 7 Day Price Move • Sep 11Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥5.21, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 18x in the Renewable Energy industry in China. Total returns to shareholders of 43% over the past three years.
Reported Earnings • Aug 28Second quarter 2021 earnings released: EPS CN¥0.15 (vs CN¥0.12 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2021 results: Revenue: CN¥5.44b (up 28% from 2Q 2020). Net income: CN¥959.0m (up 20% from 2Q 2020). Profit margin: 18% (down from 19% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • May 22Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥5.45, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 15x in the Renewable Energy industry in China. Total returns to shareholders of 34% over the past three years.
Reported Earnings • May 02First quarter 2021 earnings released: EPS CN¥0.10 (vs CN¥0.07 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥5.08b (up 37% from 1Q 2020). Net income: CN¥677.3m (up 49% from 1Q 2020). Profit margin: 13% (up from 12% 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 7% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Mar 23Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥4.65, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 13x in the Renewable Energy industry in China. Total returns to shareholders of 15% over the past three years.
Is New 90 Day High Low • Jan 29New 90-day low: CN¥3.54The company is down 11% from its price of CN¥3.96 on 30 October 2020. The Chinese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Renewable Energy industry, which is up 4.0% over the same period.
Is New 90 Day High Low • Jan 07New 90-day low: CN¥3.72The company is down 1.0% from its price of CN¥3.77 on 09 October 2020. The Chinese market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Renewable Energy industry, which is up 5.0% over the same period.
Is New 90 Day High Low • Nov 19New 90-day high: CN¥4.15The company is up 5.0% from its price of CN¥3.96 on 21 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 Renewable Energy industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥8.18 per share.
Is New 90 Day High Low • Oct 29New 90-day high: CN¥4.01The company is up 6.0% from its price of CN¥3.77 on 31 July 2020. The Chinese market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Renewable Energy industry, which is up 2.0% 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 • Oct 29Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥2.47b, up 56% from the prior year. Total revenue was CN¥16.4b over the last 12 months, up 6.8% from the prior year.
