Huaneng Lancang River Hydropower（600025）株式概要華能瀾滄江水力発電有限公司は、水力発電プロジェクトの開発、建設、運営、管理に従事している。 詳細600025 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1/6過去の実績2/6財務の健全性2/6配当金2/6報酬当社が推定した公正価値より5.5%で取引されている 収益は年間4.09%増加すると予測されています 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 2.05%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600025 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW472,506 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 NarrativeBLINRODA472,506 investors already sharing narrativesYour Fair ValueCN¥Current PriceCN¥10.0047.5% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture032b2016201920222025202620282031Revenue CN¥31.8bEarnings CN¥10.1bAdvancedSet Fair ValueView all narrativesHuaneng Lancang River Hydropower Inc. 競合他社China Resources New Energy HoldingsSymbol: SZSE:001248Market cap: CN¥181.3bHuadian New Energy GroupSymbol: SHSE:600930Market cap: CN¥176.5bChina Three Gorges Renewables (Group)LtdSymbol: SHSE:600905Market cap: CN¥110.3bSichuan Chuantou EnergyLtdSymbol: SHSE:600674Market cap: CN¥79.0b価格と性能株価の高値、安値、推移の概要Huaneng Lancang River Hydropower過去の株価現在の株価CN¥10.0052週高値CN¥10.6652週安値CN¥8.66ベータ0.111ヶ月の変化11.61%3ヶ月変化5.15%1年変化6.61%3年間の変化41.84%5年間の変化79.86%IPOからの変化202.11%最新ニュースお知らせ • Jun 30Huaneng Lancang River Hydropower Inc. to Report First Half, 2026 Results on Aug 26, 2026Huaneng Lancang River Hydropower Inc. announced that they will report first half, 2026 results on Aug 26, 2026Declared Dividend • Jun 25Dividend increased to CN¥0.20Dividend of CN¥0.20 is 2.5% higher than last year. Ex-date: 29th June 2026 Payment date: 29th June 2026 Dividend yield will be 2.3%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is covered by earnings (46% earnings payout ratio) but not covered by cash flows (104% cash payout ratio). The dividend has increased by an average of 18% per year over the past 8 years and payments have been stable during that time. EPS is expected to grow by 15% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 15Huaneng Lancang River Hydropower Inc., Annual General Meeting, Jun 09, 2026Huaneng Lancang River Hydropower Inc., Annual General Meeting, Jun 09, 2026, at 10:00 China Standard Time. Location: The Company's Lecture Hall, Kunming, Yunnan Chinaお知らせ • Mar 30Huaneng Lancang River Hydropower Inc. to Report Q1, 2026 Results on Apr 29, 2026Huaneng Lancang River Hydropower Inc. announced that they will report Q1, 2026 results on Apr 29, 2026お知らせ • Dec 26Huaneng Lancang River Hydropower Inc. to Report Fiscal Year 2025 Results on Apr 29, 2026Huaneng Lancang River Hydropower Inc. announced that they will report fiscal year 2025 results on Apr 29, 2026お知らせ • Sep 30Huaneng Lancang River Hydropower Inc. to Report Q3, 2025 Results on Oct 31, 2025Huaneng Lancang River Hydropower Inc. announced that they will report Q3, 2025 results on Oct 31, 2025最新情報をもっと見るRecent updatesお知らせ • Jun 30Huaneng Lancang River Hydropower Inc. to Report First Half, 2026 Results on Aug 26, 2026Huaneng Lancang River Hydropower Inc. announced that they will report first half, 2026 results on Aug 26, 2026Declared Dividend • Jun 25Dividend increased to CN¥0.20Dividend of CN¥0.20 is 2.5% higher than last year. Ex-date: 29th June 2026 Payment date: 29th June 2026 Dividend yield will be 2.3%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is covered by earnings (46% earnings payout ratio) but not covered by cash flows (104% cash payout ratio). The dividend has increased by an average of 18% per year over the past 8 years and payments have been stable during that time. EPS is expected to grow by 15% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 15Huaneng Lancang River Hydropower Inc., Annual General Meeting, Jun 09, 2026Huaneng Lancang River Hydropower Inc., Annual General Meeting, Jun 09, 2026, at 10:00 China Standard Time. Location: The Company's Lecture Hall, Kunming, Yunnan Chinaお知らせ • Mar 30Huaneng Lancang River Hydropower Inc. to Report Q1, 2026 Results on Apr 29, 2026Huaneng Lancang River Hydropower Inc. announced that they will report Q1, 2026 results on Apr 29, 2026お知らせ • Dec 26Huaneng Lancang River Hydropower Inc. to Report Fiscal Year 2025 Results on Apr 29, 2026Huaneng Lancang River Hydropower Inc. announced that they will report fiscal year 2025 results on Apr 29, 2026お知らせ • Sep 30Huaneng Lancang River Hydropower Inc. to Report Q3, 2025 Results on Oct 31, 2025Huaneng Lancang River Hydropower Inc. announced that they will report Q3, 2025 results on Oct 31, 2025お知らせ • Jun 30Huaneng Lancang River Hydropower Inc. to Report First Half, 2025 Results on Aug 29, 2025Huaneng Lancang River Hydropower Inc. announced that they will report first half, 2025 results on Aug 29, 2025お知らせ • Jun 24Huaneng Lancang River Hydropower Inc.(SHSE:600025) dropped from Shanghai Stock Exchange 180 Value IndexHuaneng Lancang River Hydropower Inc removed from Shanghai Stock Exchange 180 Value Index.お知らせ • Apr 30Huaneng Lancang River Hydropower Inc., Annual General Meeting, May 27, 2025Huaneng Lancang River Hydropower Inc., Annual General Meeting, May 27, 2025, at 10:00 China Standard Time. Location: The Company's Lecture Hall, Kunming, Yunnan Chinaお知らせ • Mar 28Huaneng Lancang River Hydropower Inc. to Report Q1, 2025 Results on Apr 25, 2025Huaneng Lancang River Hydropower Inc. announced that they will report Q1, 2025 results on Apr 25, 2025お知らせ • Dec 27Huaneng Lancang River Hydropower Inc. to Report Fiscal Year 2024 Results on Apr 25, 2025Huaneng Lancang River Hydropower Inc. announced that they will report fiscal year 2024 results on Apr 25, 2025Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: CN¥0.16 (vs CN¥0.16 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.16. Revenue: CN¥7.54b (down 14% from 3Q 2023). Net income: CN¥3.06b (down 14% from 3Q 2023). Profit margin: 41% (in line with 3Q 2023). Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Renewable Energy industry in China.お知らせ • Sep 30Huaneng Lancang River Hydropower Inc. to Report Q3, 2024 Results on Oct 30, 2024Huaneng Lancang River Hydropower Inc. announced that they will report Q3, 2024 results on Oct 30, 2024Reported Earnings • Aug 28Second quarter 2024 earnings released: EPS: CN¥0.19 (vs CN¥0.16 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.19 (up from CN¥0.16 in 2Q 2023). Revenue: CN¥7.46b (up 33% from 2Q 2023). Net income: CN¥3.10b (up 32% from 2Q 2023). Profit margin: 42% (in line with 2Q 2023). Revenue is forecast to grow 5.7% 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 increased by 10% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jun 28Huaneng Lancang River Hydropower Inc. to Report First Half, 2024 Results on Aug 28, 2024Huaneng Lancang River Hydropower Inc. announced that they will report first half, 2024 results on Aug 28, 2024Declared Dividend • Jun 14Dividend of CN¥0.18 announcedShareholders will receive a dividend of CN¥0.18. Ex-date: 19th June 2024 Payment date: 19th June 2024 Dividend yield will be 1.7%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is covered by earnings (43% 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 22% per year over the past 6 years and payments have been stable during that time. EPS is expected to grow by 36% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Apr 29Huaneng Lancang River Hydropower Inc., Annual General Meeting, May 28, 2024Huaneng Lancang River Hydropower Inc., Annual General Meeting, May 28, 2024, at 09:30 China Standard Time. Location: The Company's Lecture Hall, Kunming, Yunnan Chinaお知らせ • Mar 29Huaneng Lancang River Hydropower Inc. to Report Q1, 2024 Results on Apr 27, 2024Huaneng Lancang River Hydropower Inc. announced that they will report Q1, 2024 results on Apr 27, 2024お知らせ • Feb 28Huaneng Lancang River Hydropower Inc. announced that it expects to receive CNY 6 billion in fundingHuaneng Lancang River Hydropower Inc announced a private placement to issue A shares for a gross proceeds up to RMB 6,000,000,000 on February 26, 2024.お知らせ • Dec 29Huaneng Lancang River Hydropower Inc. to Report Fiscal Year 2023 Results on Apr 27, 2024Huaneng Lancang River Hydropower Inc. announced that they will report fiscal year 2023 results on Apr 27, 2024New Risk • Dec 14New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 14% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (14% operating cash flow to total debt). Minor Risk Dividend is not well covered by cash flows (229% cash payout ratio).Buying Opportunity • Oct 23Now 21% undervaluedOver the last 90 days, the stock is up 7.8%. The fair value is estimated to be CN¥9.37, however this is not to be taken as a buy recommendation but rather should be used as a guide only.お知らせ • Oct 11Huaneng Lancang River Hydropower Inc. (SHSE:600025) completed the acquisition of Huaneng Sichuan Hydropower Co., Ltd. from Huaneng Power International, Inc. (SEHK:902) and China Huaneng Group Co.,Ltd. Huaneng Lancang River Hydropower Inc. (SHSE:600025) agreed to acquire Huaneng Sichuan Hydropower Co., Ltd. from Huaneng Power International, Inc. (SEHK:902) and China Huaneng Group Co.,Ltd. for CNY 8.5 billion on September 5, 2023. Huaneng Lancang River Hydropower Inc. signed a share transfer agreement to acquire Huaneng Sichuan Hydropower Co., Ltd. from Huaneng Power International, Inc. and China Huaneng Group Co.,Ltd. on September 6, 2023. Huaneng Lancang River Hydropower Inc. (SHSE:600025) completed the acquisition of Huaneng Sichuan Hydropower Co., Ltd. from Huaneng Power International, Inc. (SEHK:902) and China Huaneng Group Co.,Ltd. on October 9, 2023.お知らせ • Sep 08Huaneng Lancang River Hydropower Inc. (SHSE:600025) agreed to acquire Huaneng Sichuan Hydropower Co., Ltd. from Huaneng Power International, Inc. (SEHK:902) and China Huaneng Group Co.,Ltd. for CNY 8.5 billionHuaneng Lancang River Hydropower Inc. (SHSE:600025) agreed to acquire Huaneng Sichuan Hydropower Co., Ltd. from Huaneng Power International, Inc. (SEHK:902) and China Huaneng Group Co.,Ltd. for CNY 8.5 billion on September 5, 2023.お知らせ • Sep 07Huaneng Lancang River Hydropower Inc. (SHSE:600025) entered into an equity transfer agreement to acquire 49% stake in Huaneng Sichuan Energy Development Co., Ltd. from Huaneng Power International, Inc. (SEHK:902) for CNY 4.2 billion.Huaneng Lancang River Hydropower Inc. (SHSE:600025) entered into an equity transfer agreement to acquire 49% stake in Huaneng Sichuan Energy Development Co., Ltd. from Huaneng Power International, Inc. (SEHK:902) for CNY 4.2 billion on September 6, 2023. As of March 31, 2023, Huaneng Sichuan Energy Development Co., Ltd. reported total assets of CNY 19.3 billion and net assets of CNY 5.5 billion. The deal has been approved by board of directors of Huaneng Power International, Inc.New Risk • Aug 26New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 96% Dividend yield: 2.4% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (17% operating cash flow to total debt). Minor Risk Dividend is not well covered by cash flows (96% cash payout ratio).お知らせ • May 11Huaneng Lancang River Hydropower to Buy Sichuan-Based Energy FirmHuaneng Lancang River Hydropower Inc. (SHSE:600025) said it plans to buy Sichuan-based energy firm.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. 8 experienced directors. No highly experienced directors. 2 independent directors (5 non-independent directors). was the last director to join the board, commencing their role in . 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¥0.12 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.12 (in line with 3Q 2021). Revenue: CN¥5.66b (flat on 3Q 2021). Net income: CN¥2.12b (down 2.1% from 3Q 2021). Profit margin: 38% (in line with 3Q 2021). Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Renewable Energy industry in China. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Jul 23Second quarter 2022 earnings released: EPS: CN¥0.17 (vs CN¥0.12 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.17 (up from CN¥0.12 in 2Q 2021). Revenue: CN¥7.19b (up 19% from 2Q 2021). Net income: CN¥3.10b (up 48% from 2Q 2021). Profit margin: 43% (up from 35% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 4.6%, compared to a 16% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.Reported Earnings • Apr 27First quarter 2022 earnings released: EPS: CN¥0.04 (vs CN¥0.03 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.04 (up from CN¥0.03 in 1Q 2021). Revenue: CN¥3.94b (up 2.7% from 1Q 2021). Net income: CN¥742.0m (up 23% from 1Q 2021). Profit margin: 19% (up from 16% in 1Q 2021). The increase in margin was primarily driven by higher revenue. Over the next year, revenue is forecast to grow 9.5%, compared to a 11% growth forecast for the 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 increased by 14% per year, which means it is well ahead of earnings.Reported Earnings • Mar 04Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: CN¥0.32 (up from CN¥0.27 in FY 2020). Revenue: CN¥20.2b (up 4.9% from FY 2020). Net income: CN¥5.84b (up 21% from FY 2020). Profit margin: 29% (up from 25% in FY 2020). Revenue missed analyst estimates by 1.3%. Over the next year, revenue is forecast to grow 5.5%, compared to a 12% growth forecast for the 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 increased by 21% per year, which means it is well ahead of earnings.Reported Earnings • Oct 28Third quarter 2021 earnings released: EPS CN¥0.12 (vs CN¥0.16 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥5.66b (down 15% from 3Q 2020). Net income: CN¥2.17b (down 27% from 3Q 2020). Profit margin: 38% (down from 45% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 35% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Oct 17Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to CN¥6.40, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 17x in the Renewable Energy industry in China. Total returns to shareholders of 209% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥11.65 per share.Valuation Update With 7 Day Price Move • Oct 01Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥8.54, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 19x in the Renewable Energy industry in China. Total returns to shareholders of 242% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥9.44 per share.Valuation Update With 7 Day Price Move • Sep 10Investor sentiment improved over the past weekAfter last week's 20% share price gain to CN¥6.86, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 18x in the Renewable Energy industry in China. Total returns to shareholders of 176% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥11.59 per share.Valuation Update With 7 Day Price Move • Mar 13Investor sentiment improved over the past weekAfter last week's 27% share price gain to CN¥5.67, the stock is trading at a trailing P/E ratio of 20.4x, up from the previous P/E ratio of 16.1x. This compares to an average P/E of 19x in the Renewable Energy industry in China. Total returns to shareholders over the past year are 62%.Is New 90 Day High Low • Feb 21New 90-day high: CN¥4.67The company is up 8.0% from its price of CN¥4.32 on 20 November 2020. The Chinese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. However, it 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¥6.42 per share.Is New 90 Day High Low • Nov 23New 90-day high: CN¥4.37The company is up 9.0% from its price of CN¥4.02 on 25 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 up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥8.16 per share.Reported Earnings • Oct 29Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥5.03b, down 40% from the prior year. Total revenue was CN¥19.2b over the last 12 months, down 6.4% from the prior year.株主還元600025CN Renewable EnergyCN 市場7D-2.2%-1.4%-1.5%1Y6.6%0.6%7.7%株主還元を見る業界別リターン: 600025過去 1 年間で0.6 % 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: 600025は、過去 1 年間で7.7 % のリターンをもたらしたCNマーケットと一致しました。価格変動Is 600025's price volatile compared to industry and market?600025 volatility600025 Average Weekly Movement3.4%Renewable Energy Industry Average Movement6.6%Market Average Movement7.4%10% most volatile stocks in CN Market12.4%10% least volatile stocks in CN Market4.4%安定した株価: 600025 、 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: 600025の 週次ボラティリティ ( 3% ) 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20015,351Shuhong Yinwww.hnlcj.cn華能瀾滄江水力発電有限公司は、水力発電プロジェクトの開発、建設、運営、管理に従事している。また、太陽エネルギーと風力発電、熱の生産と供給にも携わっている。同社は2001年に設立され、中国の昆明を拠点としている。華能瀾滄江水力発電有限公司は中国華能集団有限公司の子会社として運営されている。もっと見るHuaneng Lancang River Hydropower Inc. 基礎のまとめHuaneng Lancang River Hydropower の収益と売上を時価総額と比較するとどうか。600025 基礎統計学時価総額CN¥186.31b収益（TTM）CN¥8.54b売上高(TTM)CN¥26.97b21.8xPER（株価収益率6.9xP/Sレシオ600025 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600025 損益計算書（TTM）収益CN¥26.97b売上原価CN¥11.78b売上総利益CN¥15.19bその他の費用CN¥6.66b収益CN¥8.54b直近の収益報告Mar 31, 2026次回決算日Aug 26, 2026一株当たり利益（EPS）0.46グロス・マージン56.33%純利益率31.66%有利子負債／自己資本比率136.8%600025 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2.1%現在の配当利回り46%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2026/07/29 05:47終値2026/07/29 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Huaneng Lancang River Hydropower Inc. 8 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。12 アナリスト機関Yigong TaoChina Galaxy Securities Co., Ltd.Jiani LiuChina International Capital Corporation LimitedXiang LiCitic Securities Co., Ltd.9 その他のアナリストを表示
お知らせ • Jun 30Huaneng Lancang River Hydropower Inc. to Report First Half, 2026 Results on Aug 26, 2026Huaneng Lancang River Hydropower Inc. announced that they will report first half, 2026 results on Aug 26, 2026
Declared Dividend • Jun 25Dividend increased to CN¥0.20Dividend of CN¥0.20 is 2.5% higher than last year. Ex-date: 29th June 2026 Payment date: 29th June 2026 Dividend yield will be 2.3%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is covered by earnings (46% earnings payout ratio) but not covered by cash flows (104% cash payout ratio). The dividend has increased by an average of 18% per year over the past 8 years and payments have been stable during that time. EPS is expected to grow by 15% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 15Huaneng Lancang River Hydropower Inc., Annual General Meeting, Jun 09, 2026Huaneng Lancang River Hydropower Inc., Annual General Meeting, Jun 09, 2026, at 10:00 China Standard Time. Location: The Company's Lecture Hall, Kunming, Yunnan China
お知らせ • Mar 30Huaneng Lancang River Hydropower Inc. to Report Q1, 2026 Results on Apr 29, 2026Huaneng Lancang River Hydropower Inc. announced that they will report Q1, 2026 results on Apr 29, 2026
お知らせ • Dec 26Huaneng Lancang River Hydropower Inc. to Report Fiscal Year 2025 Results on Apr 29, 2026Huaneng Lancang River Hydropower Inc. announced that they will report fiscal year 2025 results on Apr 29, 2026
お知らせ • Sep 30Huaneng Lancang River Hydropower Inc. to Report Q3, 2025 Results on Oct 31, 2025Huaneng Lancang River Hydropower Inc. announced that they will report Q3, 2025 results on Oct 31, 2025
お知らせ • Jun 30Huaneng Lancang River Hydropower Inc. to Report First Half, 2026 Results on Aug 26, 2026Huaneng Lancang River Hydropower Inc. announced that they will report first half, 2026 results on Aug 26, 2026
Declared Dividend • Jun 25Dividend increased to CN¥0.20Dividend of CN¥0.20 is 2.5% higher than last year. Ex-date: 29th June 2026 Payment date: 29th June 2026 Dividend yield will be 2.3%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is covered by earnings (46% earnings payout ratio) but not covered by cash flows (104% cash payout ratio). The dividend has increased by an average of 18% per year over the past 8 years and payments have been stable during that time. EPS is expected to grow by 15% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 15Huaneng Lancang River Hydropower Inc., Annual General Meeting, Jun 09, 2026Huaneng Lancang River Hydropower Inc., Annual General Meeting, Jun 09, 2026, at 10:00 China Standard Time. Location: The Company's Lecture Hall, Kunming, Yunnan China
お知らせ • Mar 30Huaneng Lancang River Hydropower Inc. to Report Q1, 2026 Results on Apr 29, 2026Huaneng Lancang River Hydropower Inc. announced that they will report Q1, 2026 results on Apr 29, 2026
お知らせ • Dec 26Huaneng Lancang River Hydropower Inc. to Report Fiscal Year 2025 Results on Apr 29, 2026Huaneng Lancang River Hydropower Inc. announced that they will report fiscal year 2025 results on Apr 29, 2026
お知らせ • Sep 30Huaneng Lancang River Hydropower Inc. to Report Q3, 2025 Results on Oct 31, 2025Huaneng Lancang River Hydropower Inc. announced that they will report Q3, 2025 results on Oct 31, 2025
お知らせ • Jun 30Huaneng Lancang River Hydropower Inc. to Report First Half, 2025 Results on Aug 29, 2025Huaneng Lancang River Hydropower Inc. announced that they will report first half, 2025 results on Aug 29, 2025
お知らせ • Jun 24Huaneng Lancang River Hydropower Inc.(SHSE:600025) dropped from Shanghai Stock Exchange 180 Value IndexHuaneng Lancang River Hydropower Inc removed from Shanghai Stock Exchange 180 Value Index.
お知らせ • Apr 30Huaneng Lancang River Hydropower Inc., Annual General Meeting, May 27, 2025Huaneng Lancang River Hydropower Inc., Annual General Meeting, May 27, 2025, at 10:00 China Standard Time. Location: The Company's Lecture Hall, Kunming, Yunnan China
お知らせ • Mar 28Huaneng Lancang River Hydropower Inc. to Report Q1, 2025 Results on Apr 25, 2025Huaneng Lancang River Hydropower Inc. announced that they will report Q1, 2025 results on Apr 25, 2025
お知らせ • Dec 27Huaneng Lancang River Hydropower Inc. to Report Fiscal Year 2024 Results on Apr 25, 2025Huaneng Lancang River Hydropower Inc. announced that they will report fiscal year 2024 results on Apr 25, 2025
Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: CN¥0.16 (vs CN¥0.16 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.16. Revenue: CN¥7.54b (down 14% from 3Q 2023). Net income: CN¥3.06b (down 14% from 3Q 2023). Profit margin: 41% (in line with 3Q 2023). Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Renewable Energy industry in China.
お知らせ • Sep 30Huaneng Lancang River Hydropower Inc. to Report Q3, 2024 Results on Oct 30, 2024Huaneng Lancang River Hydropower Inc. announced that they will report Q3, 2024 results on Oct 30, 2024
Reported Earnings • Aug 28Second quarter 2024 earnings released: EPS: CN¥0.19 (vs CN¥0.16 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.19 (up from CN¥0.16 in 2Q 2023). Revenue: CN¥7.46b (up 33% from 2Q 2023). Net income: CN¥3.10b (up 32% from 2Q 2023). Profit margin: 42% (in line with 2Q 2023). Revenue is forecast to grow 5.7% 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 increased by 10% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jun 28Huaneng Lancang River Hydropower Inc. to Report First Half, 2024 Results on Aug 28, 2024Huaneng Lancang River Hydropower Inc. announced that they will report first half, 2024 results on Aug 28, 2024
Declared Dividend • Jun 14Dividend of CN¥0.18 announcedShareholders will receive a dividend of CN¥0.18. Ex-date: 19th June 2024 Payment date: 19th June 2024 Dividend yield will be 1.7%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is covered by earnings (43% 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 22% per year over the past 6 years and payments have been stable during that time. EPS is expected to grow by 36% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 29Huaneng Lancang River Hydropower Inc., Annual General Meeting, May 28, 2024Huaneng Lancang River Hydropower Inc., Annual General Meeting, May 28, 2024, at 09:30 China Standard Time. Location: The Company's Lecture Hall, Kunming, Yunnan China
お知らせ • Mar 29Huaneng Lancang River Hydropower Inc. to Report Q1, 2024 Results on Apr 27, 2024Huaneng Lancang River Hydropower Inc. announced that they will report Q1, 2024 results on Apr 27, 2024
お知らせ • Feb 28Huaneng Lancang River Hydropower Inc. announced that it expects to receive CNY 6 billion in fundingHuaneng Lancang River Hydropower Inc announced a private placement to issue A shares for a gross proceeds up to RMB 6,000,000,000 on February 26, 2024.
お知らせ • Dec 29Huaneng Lancang River Hydropower Inc. to Report Fiscal Year 2023 Results on Apr 27, 2024Huaneng Lancang River Hydropower Inc. announced that they will report fiscal year 2023 results on Apr 27, 2024
New Risk • Dec 14New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 14% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (14% operating cash flow to total debt). Minor Risk Dividend is not well covered by cash flows (229% cash payout ratio).
Buying Opportunity • Oct 23Now 21% undervaluedOver the last 90 days, the stock is up 7.8%. The fair value is estimated to be CN¥9.37, however this is not to be taken as a buy recommendation but rather should be used as a guide only.
お知らせ • Oct 11Huaneng Lancang River Hydropower Inc. (SHSE:600025) completed the acquisition of Huaneng Sichuan Hydropower Co., Ltd. from Huaneng Power International, Inc. (SEHK:902) and China Huaneng Group Co.,Ltd. Huaneng Lancang River Hydropower Inc. (SHSE:600025) agreed to acquire Huaneng Sichuan Hydropower Co., Ltd. from Huaneng Power International, Inc. (SEHK:902) and China Huaneng Group Co.,Ltd. for CNY 8.5 billion on September 5, 2023. Huaneng Lancang River Hydropower Inc. signed a share transfer agreement to acquire Huaneng Sichuan Hydropower Co., Ltd. from Huaneng Power International, Inc. and China Huaneng Group Co.,Ltd. on September 6, 2023. Huaneng Lancang River Hydropower Inc. (SHSE:600025) completed the acquisition of Huaneng Sichuan Hydropower Co., Ltd. from Huaneng Power International, Inc. (SEHK:902) and China Huaneng Group Co.,Ltd. on October 9, 2023.
お知らせ • Sep 08Huaneng Lancang River Hydropower Inc. (SHSE:600025) agreed to acquire Huaneng Sichuan Hydropower Co., Ltd. from Huaneng Power International, Inc. (SEHK:902) and China Huaneng Group Co.,Ltd. for CNY 8.5 billionHuaneng Lancang River Hydropower Inc. (SHSE:600025) agreed to acquire Huaneng Sichuan Hydropower Co., Ltd. from Huaneng Power International, Inc. (SEHK:902) and China Huaneng Group Co.,Ltd. for CNY 8.5 billion on September 5, 2023.
お知らせ • Sep 07Huaneng Lancang River Hydropower Inc. (SHSE:600025) entered into an equity transfer agreement to acquire 49% stake in Huaneng Sichuan Energy Development Co., Ltd. from Huaneng Power International, Inc. (SEHK:902) for CNY 4.2 billion.Huaneng Lancang River Hydropower Inc. (SHSE:600025) entered into an equity transfer agreement to acquire 49% stake in Huaneng Sichuan Energy Development Co., Ltd. from Huaneng Power International, Inc. (SEHK:902) for CNY 4.2 billion on September 6, 2023. As of March 31, 2023, Huaneng Sichuan Energy Development Co., Ltd. reported total assets of CNY 19.3 billion and net assets of CNY 5.5 billion. The deal has been approved by board of directors of Huaneng Power International, Inc.
New Risk • Aug 26New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 96% Dividend yield: 2.4% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (17% operating cash flow to total debt). Minor Risk Dividend is not well covered by cash flows (96% cash payout ratio).
お知らせ • May 11Huaneng Lancang River Hydropower to Buy Sichuan-Based Energy FirmHuaneng Lancang River Hydropower Inc. (SHSE:600025) said it plans to buy Sichuan-based energy firm.
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. 8 experienced directors. No highly experienced directors. 2 independent directors (5 non-independent directors). was the last director to join the board, commencing their role in . 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¥0.12 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.12 (in line with 3Q 2021). Revenue: CN¥5.66b (flat on 3Q 2021). Net income: CN¥2.12b (down 2.1% from 3Q 2021). Profit margin: 38% (in line with 3Q 2021). Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Renewable Energy industry in China. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Jul 23Second quarter 2022 earnings released: EPS: CN¥0.17 (vs CN¥0.12 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.17 (up from CN¥0.12 in 2Q 2021). Revenue: CN¥7.19b (up 19% from 2Q 2021). Net income: CN¥3.10b (up 48% from 2Q 2021). Profit margin: 43% (up from 35% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 4.6%, compared to a 16% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.
Reported Earnings • Apr 27First quarter 2022 earnings released: EPS: CN¥0.04 (vs CN¥0.03 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.04 (up from CN¥0.03 in 1Q 2021). Revenue: CN¥3.94b (up 2.7% from 1Q 2021). Net income: CN¥742.0m (up 23% from 1Q 2021). Profit margin: 19% (up from 16% in 1Q 2021). The increase in margin was primarily driven by higher revenue. Over the next year, revenue is forecast to grow 9.5%, compared to a 11% growth forecast for the 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 increased by 14% per year, which means it is well ahead of earnings.
Reported Earnings • Mar 04Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: CN¥0.32 (up from CN¥0.27 in FY 2020). Revenue: CN¥20.2b (up 4.9% from FY 2020). Net income: CN¥5.84b (up 21% from FY 2020). Profit margin: 29% (up from 25% in FY 2020). Revenue missed analyst estimates by 1.3%. Over the next year, revenue is forecast to grow 5.5%, compared to a 12% growth forecast for the 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 increased by 21% per year, which means it is well ahead of earnings.
Reported Earnings • Oct 28Third quarter 2021 earnings released: EPS CN¥0.12 (vs CN¥0.16 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥5.66b (down 15% from 3Q 2020). Net income: CN¥2.17b (down 27% from 3Q 2020). Profit margin: 38% (down from 45% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 35% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Oct 17Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to CN¥6.40, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 17x in the Renewable Energy industry in China. Total returns to shareholders of 209% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥11.65 per share.
Valuation Update With 7 Day Price Move • Oct 01Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥8.54, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 19x in the Renewable Energy industry in China. Total returns to shareholders of 242% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥9.44 per share.
Valuation Update With 7 Day Price Move • Sep 10Investor sentiment improved over the past weekAfter last week's 20% share price gain to CN¥6.86, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 18x in the Renewable Energy industry in China. Total returns to shareholders of 176% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥11.59 per share.
Valuation Update With 7 Day Price Move • Mar 13Investor sentiment improved over the past weekAfter last week's 27% share price gain to CN¥5.67, the stock is trading at a trailing P/E ratio of 20.4x, up from the previous P/E ratio of 16.1x. This compares to an average P/E of 19x in the Renewable Energy industry in China. Total returns to shareholders over the past year are 62%.
Is New 90 Day High Low • Feb 21New 90-day high: CN¥4.67The company is up 8.0% from its price of CN¥4.32 on 20 November 2020. The Chinese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. However, it 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¥6.42 per share.
Is New 90 Day High Low • Nov 23New 90-day high: CN¥4.37The company is up 9.0% from its price of CN¥4.02 on 25 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 up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥8.16 per share.
Reported Earnings • Oct 29Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥5.03b, down 40% from the prior year. Total revenue was CN¥19.2b over the last 12 months, down 6.4% from the prior year.
