Anhui Conch Material Technology（2560）株式概要安徽コンク材料技術有限公司 詳細2560 ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長0/6過去の実績2/6財務の健全性5/6配当金3/6報酬当社が推定した公正価値より60.4%で取引されている リスク分析11.9%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2560 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueHK$Current PriceHK$1.5570.3% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture02b2016201920222025202620282031Revenue CN¥2.3bEarnings CN¥109.4mAdvancedSet Fair ValueView all narrativesAnhui Conch Material Technology Co., Ltd. 競合他社China Tianrui Group CementSymbol: SEHK:1252Market cap: HK$740.0mAnhui Jinyan Kaolin New MaterialsSymbol: SEHK:2693Market cap: HK$369.3mLuks Group (Vietnam Holdings)Symbol: SEHK:366Market cap: HK$436.4mWS-SK Target GroupSymbol: SEHK:8427Market cap: HK$145.6m価格と性能株価の高値、安値、推移の概要Anhui Conch Material Technology過去の株価現在の株価HK$1.5552週高値HK$2.3052週安値HK$1.45ベータ01ヶ月の変化-11.93%3ヶ月変化-14.84%1年変化-11.43%3年間の変化n/a5年間の変化n/aIPOからの変化-1.27%最新ニュースUpcoming Dividend • May 15Upcoming dividend of CN¥0.16 per shareEligible shareholders must have bought the stock before 22 May 2026. Payment date: 22 June 2026. Payout ratio is on the higher end at 85%, and the cash payout ratio is above 100%. Trailing yield: 11%. Within top quartile of Hong Kong dividend payers (6.7%). Higher than average of industry peers (3.9%).Reported Earnings • Apr 04Full year 2025 earnings released: EPS: CN¥0.19 (vs CN¥0.29 in FY 2024)Full year 2025 results: EPS: CN¥0.19 (down from CN¥0.29 in FY 2024). Revenue: CN¥2.31b (down 2.9% from FY 2024). Net income: CN¥109.4m (down 13% from FY 2024). Profit margin: 4.7% (down from 5.3% in FY 2024). The decrease in margin was driven by lower revenue.お知らせ • Apr 02Anhui Conch Material Technology Co., Ltd. Proposes Final Cash Dividend for the Year Ended 31 December 2025, Payable on or Around 22 June 2026The board of Anhui Conch Material Technology Co., Ltd. proposed the distribution of a final cash dividend of RMB 0.16 (tax inclusive) per Share for the year ended 31 December 2025 (2024: RMB 0.17 per share) after taking into account of the dividend policy adopted by the Company. The aforesaid proposal is subject to the consideration and approval at the 2025 annual general meeting of the Company (the ‘AGM’). Shareholders whose names appear on the Company's register of members on 1 June 2026 will be entitled to receive the Proposed Final Dividend. The Proposed Final Dividend is expected to be paid on or around 22 June 2026.Declared Dividend • Apr 02Dividend of CN¥0.16 announcedShareholders will receive a dividend of CN¥0.16. Ex-date: 22nd May 2026 Payment date: 22nd June 2026 Dividend yield will be 9.0%, which is lower than the industry average of 11%. Sustainability & Growth The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. The company's earnings per share (EPS) would need to decline by 24% to shift the payout ratio to a potentially unsustainable range, which is more than the 9.6% EPS decline seen over the last 5 years.お知らせ • Mar 31Anhui Conch Material Technology Co., Ltd., Annual General Meeting, May 20, 2026Anhui Conch Material Technology Co., Ltd., Annual General Meeting, May 20, 2026.お知らせ • Mar 19Anhui Conch Material Technology Co., Ltd. to Report Fiscal Year 2025 Results on Mar 31, 2026Anhui Conch Material Technology Co., Ltd. announced that they will report fiscal year 2025 results on Mar 31, 2026最新情報をもっと見るRecent updatesUpcoming Dividend • May 15Upcoming dividend of CN¥0.16 per shareEligible shareholders must have bought the stock before 22 May 2026. Payment date: 22 June 2026. Payout ratio is on the higher end at 85%, and the cash payout ratio is above 100%. Trailing yield: 11%. Within top quartile of Hong Kong dividend payers (6.7%). Higher than average of industry peers (3.9%).Reported Earnings • Apr 04Full year 2025 earnings released: EPS: CN¥0.19 (vs CN¥0.29 in FY 2024)Full year 2025 results: EPS: CN¥0.19 (down from CN¥0.29 in FY 2024). Revenue: CN¥2.31b (down 2.9% from FY 2024). Net income: CN¥109.4m (down 13% from FY 2024). Profit margin: 4.7% (down from 5.3% in FY 2024). The decrease in margin was driven by lower revenue.お知らせ • Apr 02Anhui Conch Material Technology Co., Ltd. Proposes Final Cash Dividend for the Year Ended 31 December 2025, Payable on or Around 22 June 2026The board of Anhui Conch Material Technology Co., Ltd. proposed the distribution of a final cash dividend of RMB 0.16 (tax inclusive) per Share for the year ended 31 December 2025 (2024: RMB 0.17 per share) after taking into account of the dividend policy adopted by the Company. The aforesaid proposal is subject to the consideration and approval at the 2025 annual general meeting of the Company (the ‘AGM’). Shareholders whose names appear on the Company's register of members on 1 June 2026 will be entitled to receive the Proposed Final Dividend. The Proposed Final Dividend is expected to be paid on or around 22 June 2026.Declared Dividend • Apr 02Dividend of CN¥0.16 announcedShareholders will receive a dividend of CN¥0.16. Ex-date: 22nd May 2026 Payment date: 22nd June 2026 Dividend yield will be 9.0%, which is lower than the industry average of 11%. Sustainability & Growth The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. The company's earnings per share (EPS) would need to decline by 24% to shift the payout ratio to a potentially unsustainable range, which is more than the 9.6% EPS decline seen over the last 5 years.お知らせ • Mar 31Anhui Conch Material Technology Co., Ltd., Annual General Meeting, May 20, 2026Anhui Conch Material Technology Co., Ltd., Annual General Meeting, May 20, 2026.お知らせ • Mar 19Anhui Conch Material Technology Co., Ltd. to Report Fiscal Year 2025 Results on Mar 31, 2026Anhui Conch Material Technology Co., Ltd. announced that they will report fiscal year 2025 results on Mar 31, 2026Reported Earnings • Sep 02First half 2025 earnings released: EPS: CN¥0.09 (vs CN¥0.12 in 1H 2024)First half 2025 results: EPS: CN¥0.09 (down from CN¥0.12 in 1H 2024). Revenue: CN¥1.08b (down 2.0% from 1H 2024). Net income: CN¥52.4m (flat on 1H 2024). Profit margin: 4.8% (in line with 1H 2024).お知らせ • Aug 18Anhui Conch Material Technology Co., Ltd. to Report First Half, 2025 Results on Aug 28, 2025Anhui Conch Material Technology Co., Ltd. announced that they will report first half, 2025 results on Aug 28, 2025Valuation Update With 7 Day Price Move • Aug 11Investor sentiment improves as stock rises 16%After last week's 16% share price gain to HK$2.28, the stock trades at a trailing P/E ratio of 9.6x. Average trailing P/E is 16x in the Basic Materials industry in Hong Kong.Valuation Update With 7 Day Price Move • Jul 22Investor sentiment improves as stock rises 22%After last week's 22% share price gain to HK$2.24, the stock trades at a trailing P/E ratio of 9.4x. Average trailing P/E is 15x in the Basic Materials industry in Hong Kong.分析記事 • Jul 15Insufficient Growth At Anhui Conch Material Technology Co., Ltd. (HKG:2560) Hampers Share PriceAnhui Conch Material Technology Co., Ltd.'s ( HKG:2560 ) price-to-earnings (or "P/E") ratio of 7.7x might make it look...お知らせ • Jul 03Anhui Conch Material Technology Co., Ltd. Announces Executive Changes, Effective 2 July 2025Anhui Conch Material Technology Co., Ltd. announced that, due to the company's internal redesignation and reallocation of work, Mr. Ning Jitai (Mr. Ning) decided to resign as a joint company secretary of the company (the Joint Company Secretary) with effect from 2 July 2025. The board announced that Mr. Sun Huadong (Mr. Sun) has been appointed as the Joint Company Secretary with effect from 2 July 2025. Mr. Sun will jointly perform the duties of company secretary with Mr. Lee Leong Yin (Mr. Lee), who is currently the other Joint Company Secretary. Mr. Sun, aged 38, is the assistant to the general manager of Tashkent Conch New Materials Technology Foreign Enterprise Co., Ltd. He joined Anhui Conch Holdings Company Limited (Conch Holdings) since March 2009, and joined Anhui Conch New Material Technology Co., Ltd., the predecessor company of the Company, since June 2018 and has been working for the Group since then. With over 16 years of experience in finance and accounting roles in Conch Holdings and the Group, Mr. Sun is familiar with the daily operation and business of the Company and the Group. His tenure spans critical financial functions, including overseas subsidiaries management, cost control, and corporate governance, equipping him with a holistic understanding of the daily operation and business of the Company and the Group. Mr. Sun received his diploma degree in accounting from Qingdao University of Technology in June 2009, his bachelor degree in finance management from Chuzhou University in a long distance learning mode in July 2021, and his bachelor degree in chemical engineering and technology from Xi'an Jiaotong University in a long distance learning mode in July 2023. Mr. Lee is currently a Joint Company Secretary. Mr. Lee is a senior manager of the Company Secretarial Services of Tricor Services Limited. Mr. Lee has over 14 years of experience in the corporate secretarial field. He has been providing professional corporate services to Hong Kong listed companies as well as multinational, private and offshore companies. Mr. Lee is a Chartered Secretary, a Chartered Governance Professional and an Associate of both The Hong Kong Chartered Governance Institute and The Chartered Governance Institute in the United Kingdom. Mr. Lee obtained a bachelor's degree in business administration in corporate administration from Hong Kong Metropolitan University (previously known as The Open University of Hong Kong).Valuation Update With 7 Day Price Move • May 28Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to HK$1.59, the stock trades at a trailing P/E ratio of 6.7x. Average trailing P/E is 12x in the Basic Materials industry in Hong Kong.Reported Earnings • Apr 29Full year 2024 earnings released: EPS: CN¥0.29 (vs CN¥0.27 in FY 2023)Full year 2024 results: EPS: CN¥0.29 (up from CN¥0.27 in FY 2023). Revenue: CN¥2.38b (flat on FY 2023). Net income: CN¥125.6m (up 7.4% from FY 2023). Profit margin: 5.3% (up from 4.9% in FY 2023).Valuation Update With 7 Day Price Move • Apr 01Investor sentiment improves as stock rises 20%After last week's 20% share price gain to HK$1.82, the stock trades at a trailing P/E ratio of 7.8x. Average trailing P/E is 14x in the Basic Materials industry in Hong Kong.New Risk • Mar 26New major risk - Revenue and earnings growthRevenue has declined by 0.5% over the past year. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If revenues are declining, then it is difficult for the company to prevent its earnings from declining as well. A trend of falling revenue can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (14% operating cash flow to total debt). Revenue has declined by 0.5% over the past year.お知らせ • Mar 26Anhui Conch Material Technology Co., Ltd., Annual General Meeting, May 20, 2025Anhui Conch Material Technology Co., Ltd., Annual General Meeting, May 20, 2025.お知らせ • Mar 13Anhui Conch Material Technology Co., Ltd. to Report Fiscal Year 2024 Results on Mar 25, 2025Anhui Conch Material Technology Co., Ltd. announced that they will report fiscal year 2024 results on Mar 25, 2025Valuation Update With 7 Day Price Move • Feb 19Investor sentiment improves as stock rises 15%After last week's 15% share price gain to HK$1.57, the stock trades at a trailing P/E ratio of 6.5x. Average trailing P/E is 35x in the Basic Materials industry in Hong Kong.Board Change • Jan 09Less than half of directors are independentThere are 8 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 8 new directors. 4 experienced directors. No highly experienced directors. 3 independent directors (7 non-independent directors). Chairman of the Board of Supervisors Shumin Lu is the most experienced director on the board, commencing their role in 2018. Independent Non-Executive Director Xiangfei Zeng was the last independent director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.お知らせ • Jan 09Anhui Conch Material Technology Co., Ltd. has completed an IPO in the amount of HKD 434.922 million.Anhui Conch Material Technology Co., Ltd. has completed an IPO in the amount of HKD 434.922 million. Security Name: H Shares Security Type: Common Stock Securities Offered: 43,493,000 Price\Range: HKD 3 Discount Per Security: HKD 0.039 Security Name: H Shares Security Type: Common Stock Securities Offered: 101,370,000 Price\Range: HKD 3 Discount Per Security: HKD 0.039 Security Name: H Shares Security Type: Common Stock Securities Offered: 111,000 Price\Range: HKD 3 Discount Per Security: HKD 0.039 Transaction Features: Regulation S株主還元2560HK Basic MaterialsHK 市場7D-10.9%-2.0%-1.5%1Y-11.4%23.9%11.3%株主還元を見る業界別リターン: 2560過去 1 年間で23.9 % の収益を上げたHong Kong Basic Materials業界を下回りました。リターン対市場: 2560は、過去 1 年間で11.3 % のリターンを上げたHong Kong市場を下回りました。価格変動Is 2560's price volatile compared to industry and market?2560 volatility2560 Average Weekly Movement4.5%Basic Materials Industry Average Movement7.9%Market Average Movement7.3%10% most volatile stocks in HK Market15.8%10% least volatile stocks in HK Market3.5%安定した株価: 2560 、 Hong Kong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: 2560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2018908Feng Chenconchmst.com安徽コンク材料技術有限公司は、中国本土およびアジアにおいて、セメント混和剤、コンクリート混和剤および関連中間体の研究開発、製造、貿易、販売を行っている。同社はポリエーテルモノマー、ポリカルボン酸母液製品を提供している。また、品質インテリジェントモニタリングシステム用の粉砕助剤も製造・販売している。Anhui Conch Material Technology Co., Ltd.は2018年に法人化され、中国の蕪湖に本社を置いている。もっと見るAnhui Conch Material Technology Co., Ltd. 基礎のまとめAnhui Conch Material Technology の収益と売上を時価総額と比較するとどうか。2560 基礎統計学時価総額HK$898.84m収益（TTM）HK$126.13m売上高(TTM)HK$2.67b7.1xPER（株価収益率0.3xP/Sレシオ2560 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2560 損益計算書（TTM）収益CN¥2.31b売上原価CN¥1.89b売上総利益CN¥420.17mその他の費用CN¥310.80m収益CN¥109.37m直近の収益報告Dec 31, 2025次回決算日該当なし一株当たり利益（EPS）0.19グロス・マージン18.16%純利益率4.73%有利子負債／自己資本比率67.6%2560 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11.9%現在の配当利回り85%配当性向2560 配当は確実ですか？2560 配当履歴とベンチマークを見る2560 、いつまでに購入すれば配当金を受け取れますか？Anhui Conch Material Technology 配当日配当落ち日May 22 2026配当支払日Jun 22 2026配当落ちまでの日数3 days配当支払日までの日数28 days2560 配当は確実ですか？2560 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/24 08:47終値2026/05/22 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Anhui Conch Material Technology Co., Ltd. 0 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。0
Upcoming Dividend • May 15Upcoming dividend of CN¥0.16 per shareEligible shareholders must have bought the stock before 22 May 2026. Payment date: 22 June 2026. Payout ratio is on the higher end at 85%, and the cash payout ratio is above 100%. Trailing yield: 11%. Within top quartile of Hong Kong dividend payers (6.7%). Higher than average of industry peers (3.9%).
Reported Earnings • Apr 04Full year 2025 earnings released: EPS: CN¥0.19 (vs CN¥0.29 in FY 2024)Full year 2025 results: EPS: CN¥0.19 (down from CN¥0.29 in FY 2024). Revenue: CN¥2.31b (down 2.9% from FY 2024). Net income: CN¥109.4m (down 13% from FY 2024). Profit margin: 4.7% (down from 5.3% in FY 2024). The decrease in margin was driven by lower revenue.
お知らせ • Apr 02Anhui Conch Material Technology Co., Ltd. Proposes Final Cash Dividend for the Year Ended 31 December 2025, Payable on or Around 22 June 2026The board of Anhui Conch Material Technology Co., Ltd. proposed the distribution of a final cash dividend of RMB 0.16 (tax inclusive) per Share for the year ended 31 December 2025 (2024: RMB 0.17 per share) after taking into account of the dividend policy adopted by the Company. The aforesaid proposal is subject to the consideration and approval at the 2025 annual general meeting of the Company (the ‘AGM’). Shareholders whose names appear on the Company's register of members on 1 June 2026 will be entitled to receive the Proposed Final Dividend. The Proposed Final Dividend is expected to be paid on or around 22 June 2026.
Declared Dividend • Apr 02Dividend of CN¥0.16 announcedShareholders will receive a dividend of CN¥0.16. Ex-date: 22nd May 2026 Payment date: 22nd June 2026 Dividend yield will be 9.0%, which is lower than the industry average of 11%. Sustainability & Growth The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. The company's earnings per share (EPS) would need to decline by 24% to shift the payout ratio to a potentially unsustainable range, which is more than the 9.6% EPS decline seen over the last 5 years.
お知らせ • Mar 31Anhui Conch Material Technology Co., Ltd., Annual General Meeting, May 20, 2026Anhui Conch Material Technology Co., Ltd., Annual General Meeting, May 20, 2026.
お知らせ • Mar 19Anhui Conch Material Technology Co., Ltd. to Report Fiscal Year 2025 Results on Mar 31, 2026Anhui Conch Material Technology Co., Ltd. announced that they will report fiscal year 2025 results on Mar 31, 2026
Upcoming Dividend • May 15Upcoming dividend of CN¥0.16 per shareEligible shareholders must have bought the stock before 22 May 2026. Payment date: 22 June 2026. Payout ratio is on the higher end at 85%, and the cash payout ratio is above 100%. Trailing yield: 11%. Within top quartile of Hong Kong dividend payers (6.7%). Higher than average of industry peers (3.9%).
Reported Earnings • Apr 04Full year 2025 earnings released: EPS: CN¥0.19 (vs CN¥0.29 in FY 2024)Full year 2025 results: EPS: CN¥0.19 (down from CN¥0.29 in FY 2024). Revenue: CN¥2.31b (down 2.9% from FY 2024). Net income: CN¥109.4m (down 13% from FY 2024). Profit margin: 4.7% (down from 5.3% in FY 2024). The decrease in margin was driven by lower revenue.
お知らせ • Apr 02Anhui Conch Material Technology Co., Ltd. Proposes Final Cash Dividend for the Year Ended 31 December 2025, Payable on or Around 22 June 2026The board of Anhui Conch Material Technology Co., Ltd. proposed the distribution of a final cash dividend of RMB 0.16 (tax inclusive) per Share for the year ended 31 December 2025 (2024: RMB 0.17 per share) after taking into account of the dividend policy adopted by the Company. The aforesaid proposal is subject to the consideration and approval at the 2025 annual general meeting of the Company (the ‘AGM’). Shareholders whose names appear on the Company's register of members on 1 June 2026 will be entitled to receive the Proposed Final Dividend. The Proposed Final Dividend is expected to be paid on or around 22 June 2026.
Declared Dividend • Apr 02Dividend of CN¥0.16 announcedShareholders will receive a dividend of CN¥0.16. Ex-date: 22nd May 2026 Payment date: 22nd June 2026 Dividend yield will be 9.0%, which is lower than the industry average of 11%. Sustainability & Growth The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. The company's earnings per share (EPS) would need to decline by 24% to shift the payout ratio to a potentially unsustainable range, which is more than the 9.6% EPS decline seen over the last 5 years.
お知らせ • Mar 31Anhui Conch Material Technology Co., Ltd., Annual General Meeting, May 20, 2026Anhui Conch Material Technology Co., Ltd., Annual General Meeting, May 20, 2026.
お知らせ • Mar 19Anhui Conch Material Technology Co., Ltd. to Report Fiscal Year 2025 Results on Mar 31, 2026Anhui Conch Material Technology Co., Ltd. announced that they will report fiscal year 2025 results on Mar 31, 2026
Reported Earnings • Sep 02First half 2025 earnings released: EPS: CN¥0.09 (vs CN¥0.12 in 1H 2024)First half 2025 results: EPS: CN¥0.09 (down from CN¥0.12 in 1H 2024). Revenue: CN¥1.08b (down 2.0% from 1H 2024). Net income: CN¥52.4m (flat on 1H 2024). Profit margin: 4.8% (in line with 1H 2024).
お知らせ • Aug 18Anhui Conch Material Technology Co., Ltd. to Report First Half, 2025 Results on Aug 28, 2025Anhui Conch Material Technology Co., Ltd. announced that they will report first half, 2025 results on Aug 28, 2025
Valuation Update With 7 Day Price Move • Aug 11Investor sentiment improves as stock rises 16%After last week's 16% share price gain to HK$2.28, the stock trades at a trailing P/E ratio of 9.6x. Average trailing P/E is 16x in the Basic Materials industry in Hong Kong.
Valuation Update With 7 Day Price Move • Jul 22Investor sentiment improves as stock rises 22%After last week's 22% share price gain to HK$2.24, the stock trades at a trailing P/E ratio of 9.4x. Average trailing P/E is 15x in the Basic Materials industry in Hong Kong.
分析記事 • Jul 15Insufficient Growth At Anhui Conch Material Technology Co., Ltd. (HKG:2560) Hampers Share PriceAnhui Conch Material Technology Co., Ltd.'s ( HKG:2560 ) price-to-earnings (or "P/E") ratio of 7.7x might make it look...
お知らせ • Jul 03Anhui Conch Material Technology Co., Ltd. Announces Executive Changes, Effective 2 July 2025Anhui Conch Material Technology Co., Ltd. announced that, due to the company's internal redesignation and reallocation of work, Mr. Ning Jitai (Mr. Ning) decided to resign as a joint company secretary of the company (the Joint Company Secretary) with effect from 2 July 2025. The board announced that Mr. Sun Huadong (Mr. Sun) has been appointed as the Joint Company Secretary with effect from 2 July 2025. Mr. Sun will jointly perform the duties of company secretary with Mr. Lee Leong Yin (Mr. Lee), who is currently the other Joint Company Secretary. Mr. Sun, aged 38, is the assistant to the general manager of Tashkent Conch New Materials Technology Foreign Enterprise Co., Ltd. He joined Anhui Conch Holdings Company Limited (Conch Holdings) since March 2009, and joined Anhui Conch New Material Technology Co., Ltd., the predecessor company of the Company, since June 2018 and has been working for the Group since then. With over 16 years of experience in finance and accounting roles in Conch Holdings and the Group, Mr. Sun is familiar with the daily operation and business of the Company and the Group. His tenure spans critical financial functions, including overseas subsidiaries management, cost control, and corporate governance, equipping him with a holistic understanding of the daily operation and business of the Company and the Group. Mr. Sun received his diploma degree in accounting from Qingdao University of Technology in June 2009, his bachelor degree in finance management from Chuzhou University in a long distance learning mode in July 2021, and his bachelor degree in chemical engineering and technology from Xi'an Jiaotong University in a long distance learning mode in July 2023. Mr. Lee is currently a Joint Company Secretary. Mr. Lee is a senior manager of the Company Secretarial Services of Tricor Services Limited. Mr. Lee has over 14 years of experience in the corporate secretarial field. He has been providing professional corporate services to Hong Kong listed companies as well as multinational, private and offshore companies. Mr. Lee is a Chartered Secretary, a Chartered Governance Professional and an Associate of both The Hong Kong Chartered Governance Institute and The Chartered Governance Institute in the United Kingdom. Mr. Lee obtained a bachelor's degree in business administration in corporate administration from Hong Kong Metropolitan University (previously known as The Open University of Hong Kong).
Valuation Update With 7 Day Price Move • May 28Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to HK$1.59, the stock trades at a trailing P/E ratio of 6.7x. Average trailing P/E is 12x in the Basic Materials industry in Hong Kong.
Reported Earnings • Apr 29Full year 2024 earnings released: EPS: CN¥0.29 (vs CN¥0.27 in FY 2023)Full year 2024 results: EPS: CN¥0.29 (up from CN¥0.27 in FY 2023). Revenue: CN¥2.38b (flat on FY 2023). Net income: CN¥125.6m (up 7.4% from FY 2023). Profit margin: 5.3% (up from 4.9% in FY 2023).
Valuation Update With 7 Day Price Move • Apr 01Investor sentiment improves as stock rises 20%After last week's 20% share price gain to HK$1.82, the stock trades at a trailing P/E ratio of 7.8x. Average trailing P/E is 14x in the Basic Materials industry in Hong Kong.
New Risk • Mar 26New major risk - Revenue and earnings growthRevenue has declined by 0.5% over the past year. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If revenues are declining, then it is difficult for the company to prevent its earnings from declining as well. A trend of falling revenue can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (14% operating cash flow to total debt). Revenue has declined by 0.5% over the past year.
お知らせ • Mar 26Anhui Conch Material Technology Co., Ltd., Annual General Meeting, May 20, 2025Anhui Conch Material Technology Co., Ltd., Annual General Meeting, May 20, 2025.
お知らせ • Mar 13Anhui Conch Material Technology Co., Ltd. to Report Fiscal Year 2024 Results on Mar 25, 2025Anhui Conch Material Technology Co., Ltd. announced that they will report fiscal year 2024 results on Mar 25, 2025
Valuation Update With 7 Day Price Move • Feb 19Investor sentiment improves as stock rises 15%After last week's 15% share price gain to HK$1.57, the stock trades at a trailing P/E ratio of 6.5x. Average trailing P/E is 35x in the Basic Materials industry in Hong Kong.
Board Change • Jan 09Less than half of directors are independentThere are 8 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 8 new directors. 4 experienced directors. No highly experienced directors. 3 independent directors (7 non-independent directors). Chairman of the Board of Supervisors Shumin Lu is the most experienced director on the board, commencing their role in 2018. Independent Non-Executive Director Xiangfei Zeng was the last independent director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
お知らせ • Jan 09Anhui Conch Material Technology Co., Ltd. has completed an IPO in the amount of HKD 434.922 million.Anhui Conch Material Technology Co., Ltd. has completed an IPO in the amount of HKD 434.922 million. Security Name: H Shares Security Type: Common Stock Securities Offered: 43,493,000 Price\Range: HKD 3 Discount Per Security: HKD 0.039 Security Name: H Shares Security Type: Common Stock Securities Offered: 101,370,000 Price\Range: HKD 3 Discount Per Security: HKD 0.039 Security Name: H Shares Security Type: Common Stock Securities Offered: 111,000 Price\Range: HKD 3 Discount Per Security: HKD 0.039 Transaction Features: Regulation S
