View ValuationGEM 향후 성장Future 기준 점검 4/6GEM (는) 각각 연간 24.2% 및 20.4% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 24.3% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 12% 로 예상됩니다.핵심 정보24.2%이익 성장률24.34%EPS 성장률Electrical 이익 성장26.6%매출 성장률20.4%향후 자기자본이익률12.00%애널리스트 커버리지Low마지막 업데이트04 May 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updates공시 • Apr 22GEM Co., Ltd., Annual General Meeting, May 20, 2026GEM Co., Ltd., Annual General Meeting, May 20, 2026, at 10:00 China Standard Time. Location: The Company's Meeting Room, Shanghai China공시 • Mar 31GEM Co., Ltd. to Report Q1, 2026 Results on Apr 30, 2026GEM Co., Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026공시 • Dec 31GEM Co., Ltd. to Report Fiscal Year 2025 Results on Apr 29, 2026GEM Co., Ltd. announced that they will report fiscal year 2025 results on Apr 29, 2026공시 • Sep 30GEM Co., Ltd. to Report Q3, 2025 Results on Oct 31, 2025GEM Co., Ltd. announced that they will report Q3, 2025 results on Oct 31, 2025공시 • Jul 02GEM Co., Ltd. to Report First Half, 2025 Results on Aug 29, 2025GEM Co., Ltd. announced that they will report first half, 2025 results on Aug 29, 2025공시 • Apr 26GEM Co., Ltd., Annual General Meeting, May 19, 2025GEM Co., Ltd., Annual General Meeting, May 19, 2025, at 10:00 China Standard Time. Location: The Company's Meeting Room, Wuxi, Jiangsu China공시 • Mar 31GEM Co., Ltd. to Report Q1, 2025 Results on Apr 30, 2025GEM Co., Ltd. announced that they will report Q1, 2025 results on Apr 30, 2025공시 • Jan 23GEM Co., Ltd. (SZSE:002340) announces an Equity Buyback for CNY 200 million worth of its shares.GEM Co., Ltd. (SZSE:002340) announces a share repurchase program. Under the program, the company will repurchase up to CNY 200 million. The shares will be repurchased at no more than CNY 9.93 per share. The shares repurchased will be canceled to reduce registered capital. The purpose of the program is to implement equity incentives or employee stock ownership plans. The program will be funded using own funds and special loan funds. The program is subject to approval from shareholders. The program will be valid for 12 months from the shareholders' approval.공시 • Dec 31GEM Co., Ltd. to Report Fiscal Year 2024 Results on Apr 26, 2025GEM Co., Ltd. announced that they will report fiscal year 2024 results on Apr 26, 2025Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: CN¥0.04 (vs CN¥0.029 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.04 (up from CN¥0.029 in 3Q 2023). Revenue: CN¥7.53b (up 3.4% from 3Q 2023). Net income: CN¥202.4m (up 51% from 3Q 2023). Profit margin: 2.7% (up from 1.8% in 3Q 2023). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Metals and Mining industry in China. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.공시 • Sep 30GEM Co., Ltd. to Report Q3, 2024 Results on Oct 30, 2024GEM Co., Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024Valuation Update With 7 Day Price Move • Sep 28Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥6.54, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 14x in the Metals and Mining industry in China. Total loss to shareholders of 40% over the past three years.Reported Earnings • Aug 30Second quarter 2024 earnings released: EPS: CN¥0.05 (vs CN¥0.053 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.05. Revenue: CN¥8.98b (up 32% from 2Q 2023). Net income: CN¥245.4m (up 1.9% from 2Q 2023). Profit margin: 2.7% (down from 3.5% in 2Q 2023). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Metals and Mining industry in China.Declared Dividend • Jun 29Dividend increased to CN¥0.08Dividend of CN¥0.08 is 60% higher than last year. Ex-date: 4th July 2024 Payment date: 4th July 2024 Dividend yield will be 1.3%, which is lower than the industry average of 2.8%. Sustainability & Growth Dividend is covered by earnings (33% 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 17% per year over the past 9 years. However, payments have been volatile during that time. EPS is expected to grow by 98% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Jun 29GEM Co., Ltd. to Report First Half, 2024 Results on Aug 30, 2024GEM Co., Ltd. announced that they will report first half, 2024 results on Aug 30, 2024공시 • Jun 28GEM Co., Ltd. Announces Final Cash Dividend (Tax Included) on A Shares for the Year 2023, Payable on July 4, 2024GEM Co., Ltd. announced final cash dividend (tax included) on A shares of CNY 0.80000000 per 10 shares for the year 2023. Record date: 03 July 2024. Ex-date: 04 July 2024. Payment date: 04 July 2024.공시 • May 25Gem Co., Ltd. Approves Cash Dividend for the Year 2023GEM Co., Ltd. at its AGM held on May 22, 2024, approved cash dividend/10 shares (tax included): CNY0.80000000 for the year 2023.공시 • Apr 29GEM Co., Ltd., Annual General Meeting, May 22, 2024GEM Co., Ltd., Annual General Meeting, May 22, 2024, at 10:00 China Standard Time. Location: The Company's Meeting Room, Jingmen, Hubei ChinaReported Earnings • Apr 28First quarter 2024 earnings released: EPS: CN¥0.09 (vs CN¥0.03 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.09 (up from CN¥0.03 in 1Q 2023). Revenue: CN¥8.35b (up 36% from 1Q 2023). Net income: CN¥456.1m (up 165% from 1Q 2023). Profit margin: 5.5% (up from 2.8% in 1Q 2023). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Metals and Mining industry in China. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Apr 26Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 26% to CN¥6.23. The fair value is estimated to be CN¥5.06, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 31% over the last 3 years. Earnings per share has grown by 22%. Revenue is forecast to grow by 36% in 2 years. Earnings are forecast to grow by 115% in the next 2 years.Valuation Update With 7 Day Price Move • Apr 03Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥6.75, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 15x in the Metals and Mining industry in China. Total loss to shareholders of 24% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥10.73 per share.공시 • Mar 30GEM Co., Ltd. to Report Q1, 2024 Results on Apr 30, 2024GEM Co., Ltd. announced that they will report Q1, 2024 results on Apr 30, 2024Valuation Update With 7 Day Price Move • Mar 15Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥6.11, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 13x in the Metals and Mining industry in China. Total loss to shareholders of 26% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥10.47 per share.Valuation Update With 7 Day Price Move • Feb 09Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥5.15, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 11x in the Metals and Mining industry in China. Total loss to shareholders of 31% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥9.93 per share.공시 • Dec 30GEM Co., Ltd. to Report Fiscal Year 2023 Results on Apr 27, 2024GEM Co., Ltd. announced that they will report fiscal year 2023 results on Apr 27, 2024Reported Earnings • Nov 02Third quarter 2023 earnings released: EPS: CN¥0.029 (vs CN¥0.07 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.029 (down from CN¥0.07 in 3Q 2022). Revenue: CN¥7.29b (down 2.2% from 3Q 2022). Net income: CN¥134.3m (down 59% from 3Q 2022). Profit margin: 1.8% (down from 4.4% in 3Q 2022). Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Metals and Mining industry in China. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 30Second quarter 2023 earnings released: EPS: CN¥0.053 (vs CN¥0.07 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.053 (down from CN¥0.07 in 2Q 2022). Revenue: CN¥6.81b (down 2.1% from 2Q 2022). Net income: CN¥240.9m (down 31% from 2Q 2022). Profit margin: 3.5% (down from 5.0% in 2Q 2022). Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Metals and Mining industry in China. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.공시 • Jul 08Gem Co., Ltd. Implements Final Cash Dividend for A Shares for the Year 2022, Payable on July 14, 2023GEM Co., Ltd. implemented a final cash dividend per ten A shares (tax included) of CNY 0.50000000 for the year 2022. Record date is 13 July 2023; Ex-date is 14 July 2023; Payment date is 14 July 2023.공시 • Jun 09GEM Co., Ltd. (SZSE:002340) announces an Equity Buyback for CNY 150 million worth of its shares.GEM Co., Ltd. (SZSE:002340) announces a share repurchase program. Under the program, the company will repurchase up to CNY 150 million worth of its shares for CNY 10.29 per share. The purpose of the program is to give ESOP and equity incentives. The program is valid for 12 months.공시 • May 28GEM Co., Ltd. Approves Final Cash Dividend for the Year 2022GEM Co., Ltd. at the AGM, the shareholders approved a final cash dividend per ten shares (tax included) of CNY 0.50000000 for the year 2022.공시 • May 06+ 1 more updateGEM Co., Ltd., Annual General Meeting, May 24, 2023GEM Co., Ltd., Annual General Meeting, May 24, 2023, at 10:00 China Standard Time. Agenda: To consider and approve 2022 work report of the board of directors; 2022 work report of the supervisory committee; 2022 annual report and its summary; 2022 annual accounts; 2022 profit distribution plan; Special report on the deposit and use of raised funds in 2022; and to discuss other matters.Reported Earnings • Apr 30First quarter 2023 earnings released: EPS: CN¥0.03 (vs CN¥0.07 in 1Q 2022)First quarter 2023 results: EPS: CN¥0.03 (down from CN¥0.07 in 1Q 2022). Revenue: CN¥6.13b (down 12% from 1Q 2022). Net income: CN¥172.4m (down 48% from 1Q 2022). Profit margin: 2.8% (down from 4.8% in 1Q 2022). Revenue is forecast to grow 22% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Metals and Mining industry in China. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16High number of new and inexperienced directorsThere are 6 new directors who have joined the board in the last 3 years. The company's board is composed of: 6 new directors. 6 experienced directors. No highly experienced directors. Non-Independent Director Wei Wei is the most experienced director on the board, commencing their role in 2022. 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 31Third quarter 2022 earnings released: EPS: CN¥0.07 (vs CN¥0.039 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.07 (up from CN¥0.039 in 3Q 2021). Revenue: CN¥7.45b (up 52% from 3Q 2021). Net income: CN¥324.7m (up 81% from 3Q 2021). Profit margin: 4.4% (up from 3.7% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Metals and Mining industry in China. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Aug 26Second quarter 2022 earnings released: EPS: CN¥0.07 (vs CN¥0.051 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.07 (up from CN¥0.051 in 2Q 2021). Revenue: CN¥6.96b (up 63% from 2Q 2021). Net income: CN¥349.5m (up 34% from 2Q 2021). Profit margin: 5.0% (down from 6.1% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 30%, compared to a 31% growth forecast for the Metals and Mining industry in China. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Apr 29First quarter 2022 earnings released: EPS: CN¥0.07 (vs CN¥0.06 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.07 (up from CN¥0.06 in 1Q 2021). Revenue: CN¥6.97b (up 87% from 1Q 2021). Net income: CN¥331.7m (up 20% from 1Q 2021). Profit margin: 4.8% (down from 7.4% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 32%, compared to a 27% 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 10% per year, which means it is well ahead of earnings.Board Change • Apr 27High number of new and inexperienced directorsThere are 6 new directors who have joined the board in the last 3 years. The company's board is composed of: 6 new directors. 6 experienced directors. No highly experienced directors. Non-Independent Director Wei Wei is the most experienced director on the board, commencing their role in 2022. 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 • Nov 01Third quarter 2021 earnings released: EPS CN¥0.039 (vs CN¥0.02 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: CN¥4.89b (up 61% from 3Q 2020). Net income: CN¥179.1m (up 61% from 3Q 2020). Profit margin: 3.7% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 36% per year, which means it is well ahead of earnings.Board Change • Nov 01Less 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. 9 experienced directors. 1 highly experienced director. 3 independent directors (4 non-independent directors). Independent Director Ying Li was the last independent director to join the board, commencing their role in 2013. 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 • Aug 27Second quarter 2021 earnings released: EPS CN¥0.051 (vs CN¥0.021 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥4.27b (up 29% from 2Q 2020). Net income: CN¥261.5m (up 152% from 2Q 2020). Profit margin: 6.1% (up from 3.1% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 30% per year, which means it is well ahead of earnings.Reported Earnings • Apr 17First quarter 2021 earnings released: EPS CN¥0.06 (vs CN¥0.03 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥3.73b (up 63% from 1Q 2020). Net income: CN¥275.9m (up 150% from 1Q 2020). Profit margin: 7.4% (up from 4.8% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.Analyst Estimate Surprise Post Earnings • Mar 04Revenue misses expectationsRevenue missed analyst estimates by 5.8%. Over the next year, revenue is forecast to grow 40%, compared to a 16% growth forecast for the Metals and Mining industry in China.Reported Earnings • Mar 04Full year 2020 earnings released: EPS CN¥0.09 (vs CN¥0.18 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥12.5b (down 13% from FY 2019). Net income: CN¥402.8m (down 45% from FY 2019). Profit margin: 3.2% (down from 5.1% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Jan 04Investor sentiment improved over the past weekAfter last week's 22% share price gain to CN¥7.69, the stock is trading at a trailing P/E ratio of 76.6x, up from the previous P/E ratio of 62.9x. This compares to an average P/E of 31x in the Metals and Mining industry in China. Total returns to shareholders over the past three years are 7.3%.Valuation Update With 7 Day Price Move • Dec 25Investor sentiment improved over the past weekAfter last week's 19% share price gain to CN¥6.70, the stock is trading at a trailing P/E ratio of 66.7x, up from the previous P/E ratio of 56.1x. This compares to an average P/E of 31x in the Metals and Mining industry in China. Total return to shareholders over the past three years is a loss of 5.2%.Valuation Update With 7 Day Price Move • Dec 23Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥6.45, the stock is trading at a trailing P/E ratio of 64.3x, up from the previous P/E ratio of 55.8x. This compares to an average P/E of 32x in the Metals and Mining industry in China. Total return to shareholders over the past three years is a loss of 9.6%.Valuation Update With 7 Day Price Move • Dec 21Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥6.19, the stock is trading at a trailing P/E ratio of 61.7x, up from the previous P/E ratio of 53.4x. This compares to an average P/E of 32x in the Metals and Mining industry in China. Total return to shareholders over the past three years is a loss of 9.5%.Is New 90 Day High Low • Dec 16New 90-day high: CN¥5.40The company is up 2.0% from its price of CN¥5.28 on 18 September 2020. The Chinese market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥0.29 per share.Is New 90 Day High Low • Nov 03New 90-day low: CN¥4.46The company is down 20% from its price of CN¥5.55 on 05 August 2020. The Chinese market is down 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is down 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥0.29 per share.Reported Earnings • Nov 03Third quarter 2020 earnings released: EPS CN¥0.021The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: CN¥3.03b (down 17% from 3Q 2019). Net income: CN¥111.6m (down 41% from 3Q 2019). Profit margin: 3.7% (down from 5.2% in 3Q 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 16% per year, which means it is performing significantly worse than earnings.Analyst Estimate Surprise Post Earnings • Nov 03Revenue misses expectationsRevenue missed analyst estimates by 23%. Over the next year, revenue is forecast to grow 28%, compared to a 16% growth forecast for the Metals and Mining industry in China.Is New 90 Day High Low • Sep 28New 90-day low: CN¥4.72The company is down 5.0% from its price of CN¥4.97 on 30 June 2020. The Chinese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥0.33 per share.공시 • Aug 11GEM Co., Ltd. to Report First Half, 2020 Results on Aug 27, 2020GEM Co., Ltd. announced that they will report first half, 2020 results on Aug 27, 2020이익 및 매출 성장 예측XSEC:002340 - 애널리스트 향후 추정치 및 과거 재무 데이터 (CNY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202871,7233,026N/A10,495212/31/202757,3602,6353,0904,292512/31/202657,1381,9091,78111,48923/31/202637,6091,591-2,8223,401N/A12/31/202537,1241,580-5,3923,783N/A9/30/202535,8251,225-9,4043,254N/A6/30/202533,4221,118-9,4133,183N/A3/31/202534,3421,076-10,1293,333N/A12/31/202433,2001,020-8,8833,055N/A9/30/202435,1731,291-6,7923,680N/A6/30/202434,9271,223-6,3252,860N/A3/31/202432,7541,218-3,9622,879N/A12/31/202330,529934-3,2312,164N/A9/30/202328,246838-3,1851,645N/A6/30/202328,4071,028-2,2052,117N/A3/31/202328,5541,137-2,6101,778N/A1/1/202329,3921,296-4,150-17N/A9/30/202227,7841,213-4,245-504N/A6/30/202225,2251,067-4,597-803N/A3/31/202222,538979-4,762-1,442N/A1/1/202219,301923-2,428742N/A9/30/202116,714803-1,922857N/A6/30/202114,853736-1,323869N/A3/31/202113,904578-1,177797N/A12/31/202012,466413-572854N/A9/30/202013,165457-1,067396N/A6/30/202013,764536-752641N/A3/31/202013,504670-431,109N/A12/31/201914,354735N/A737N/A9/30/201913,481816N/A916N/A6/30/201913,056733N/A680N/A3/31/201913,973735N/A594N/A1/1/201913,878730N/A985N/A9/30/201813,716741N/A559N/A6/30/201813,492749N/A553N/A3/31/201812,107680N/A256N/A12/31/201710,752610N/A233N/A9/30/20179,925453N/A1,209N/A6/30/20178,837364N/A802N/A3/31/20178,297299N/A403N/A12/31/20167,836264N/A116N/A9/30/20167,078164N/A-461N/A6/30/20166,148194N/A-325N/A3/31/20165,544176N/A-119N/A12/31/20155,117154N/A-299N/A9/30/20154,234244N/A-208N/A6/30/20154,293243N/A-119N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 002340 의 연간 예상 수익 증가율(24.2%)이 saving rate(2.4%)보다 높습니다.수익 vs 시장: 002340 의 연간 수익(24.2%)이 CN 시장(27.2%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: 002340 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: 002340 의 수익(연간 20.4%)이 CN 시장(연간 16.2%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 002340 의 수익(연간 20.4%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 002340의 자본 수익률은 3년 후 12%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YCapital-goods 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 16:55종가2026/05/22 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스GEM Co., Ltd.는 25명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Yingdong WangChina International Capital Corporation LimitedHan YuChina International Capital Corporation LimitedYou You LiuChina Stock Investment Research Co. Ltd. (GZ500..com)22명의 분석가 더 보기
공시 • Apr 22GEM Co., Ltd., Annual General Meeting, May 20, 2026GEM Co., Ltd., Annual General Meeting, May 20, 2026, at 10:00 China Standard Time. Location: The Company's Meeting Room, Shanghai China
공시 • Mar 31GEM Co., Ltd. to Report Q1, 2026 Results on Apr 30, 2026GEM Co., Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026
공시 • Dec 31GEM Co., Ltd. to Report Fiscal Year 2025 Results on Apr 29, 2026GEM Co., Ltd. announced that they will report fiscal year 2025 results on Apr 29, 2026
공시 • Sep 30GEM Co., Ltd. to Report Q3, 2025 Results on Oct 31, 2025GEM Co., Ltd. announced that they will report Q3, 2025 results on Oct 31, 2025
공시 • Jul 02GEM Co., Ltd. to Report First Half, 2025 Results on Aug 29, 2025GEM Co., Ltd. announced that they will report first half, 2025 results on Aug 29, 2025
공시 • Apr 26GEM Co., Ltd., Annual General Meeting, May 19, 2025GEM Co., Ltd., Annual General Meeting, May 19, 2025, at 10:00 China Standard Time. Location: The Company's Meeting Room, Wuxi, Jiangsu China
공시 • Mar 31GEM Co., Ltd. to Report Q1, 2025 Results on Apr 30, 2025GEM Co., Ltd. announced that they will report Q1, 2025 results on Apr 30, 2025
공시 • Jan 23GEM Co., Ltd. (SZSE:002340) announces an Equity Buyback for CNY 200 million worth of its shares.GEM Co., Ltd. (SZSE:002340) announces a share repurchase program. Under the program, the company will repurchase up to CNY 200 million. The shares will be repurchased at no more than CNY 9.93 per share. The shares repurchased will be canceled to reduce registered capital. The purpose of the program is to implement equity incentives or employee stock ownership plans. The program will be funded using own funds and special loan funds. The program is subject to approval from shareholders. The program will be valid for 12 months from the shareholders' approval.
공시 • Dec 31GEM Co., Ltd. to Report Fiscal Year 2024 Results on Apr 26, 2025GEM Co., Ltd. announced that they will report fiscal year 2024 results on Apr 26, 2025
Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: CN¥0.04 (vs CN¥0.029 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.04 (up from CN¥0.029 in 3Q 2023). Revenue: CN¥7.53b (up 3.4% from 3Q 2023). Net income: CN¥202.4m (up 51% from 3Q 2023). Profit margin: 2.7% (up from 1.8% in 3Q 2023). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Metals and Mining industry in China. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
공시 • Sep 30GEM Co., Ltd. to Report Q3, 2024 Results on Oct 30, 2024GEM Co., Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024
Valuation Update With 7 Day Price Move • Sep 28Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥6.54, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 14x in the Metals and Mining industry in China. Total loss to shareholders of 40% over the past three years.
Reported Earnings • Aug 30Second quarter 2024 earnings released: EPS: CN¥0.05 (vs CN¥0.053 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.05. Revenue: CN¥8.98b (up 32% from 2Q 2023). Net income: CN¥245.4m (up 1.9% from 2Q 2023). Profit margin: 2.7% (down from 3.5% in 2Q 2023). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Metals and Mining industry in China.
Declared Dividend • Jun 29Dividend increased to CN¥0.08Dividend of CN¥0.08 is 60% higher than last year. Ex-date: 4th July 2024 Payment date: 4th July 2024 Dividend yield will be 1.3%, which is lower than the industry average of 2.8%. Sustainability & Growth Dividend is covered by earnings (33% 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 17% per year over the past 9 years. However, payments have been volatile during that time. EPS is expected to grow by 98% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Jun 29GEM Co., Ltd. to Report First Half, 2024 Results on Aug 30, 2024GEM Co., Ltd. announced that they will report first half, 2024 results on Aug 30, 2024
공시 • Jun 28GEM Co., Ltd. Announces Final Cash Dividend (Tax Included) on A Shares for the Year 2023, Payable on July 4, 2024GEM Co., Ltd. announced final cash dividend (tax included) on A shares of CNY 0.80000000 per 10 shares for the year 2023. Record date: 03 July 2024. Ex-date: 04 July 2024. Payment date: 04 July 2024.
공시 • May 25Gem Co., Ltd. Approves Cash Dividend for the Year 2023GEM Co., Ltd. at its AGM held on May 22, 2024, approved cash dividend/10 shares (tax included): CNY0.80000000 for the year 2023.
공시 • Apr 29GEM Co., Ltd., Annual General Meeting, May 22, 2024GEM Co., Ltd., Annual General Meeting, May 22, 2024, at 10:00 China Standard Time. Location: The Company's Meeting Room, Jingmen, Hubei China
Reported Earnings • Apr 28First quarter 2024 earnings released: EPS: CN¥0.09 (vs CN¥0.03 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.09 (up from CN¥0.03 in 1Q 2023). Revenue: CN¥8.35b (up 36% from 1Q 2023). Net income: CN¥456.1m (up 165% from 1Q 2023). Profit margin: 5.5% (up from 2.8% in 1Q 2023). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Metals and Mining industry in China. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Apr 26Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 26% to CN¥6.23. The fair value is estimated to be CN¥5.06, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 31% over the last 3 years. Earnings per share has grown by 22%. Revenue is forecast to grow by 36% in 2 years. Earnings are forecast to grow by 115% in the next 2 years.
Valuation Update With 7 Day Price Move • Apr 03Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥6.75, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 15x in the Metals and Mining industry in China. Total loss to shareholders of 24% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥10.73 per share.
공시 • Mar 30GEM Co., Ltd. to Report Q1, 2024 Results on Apr 30, 2024GEM Co., Ltd. announced that they will report Q1, 2024 results on Apr 30, 2024
Valuation Update With 7 Day Price Move • Mar 15Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥6.11, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 13x in the Metals and Mining industry in China. Total loss to shareholders of 26% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥10.47 per share.
Valuation Update With 7 Day Price Move • Feb 09Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥5.15, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 11x in the Metals and Mining industry in China. Total loss to shareholders of 31% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥9.93 per share.
공시 • Dec 30GEM Co., Ltd. to Report Fiscal Year 2023 Results on Apr 27, 2024GEM Co., Ltd. announced that they will report fiscal year 2023 results on Apr 27, 2024
Reported Earnings • Nov 02Third quarter 2023 earnings released: EPS: CN¥0.029 (vs CN¥0.07 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.029 (down from CN¥0.07 in 3Q 2022). Revenue: CN¥7.29b (down 2.2% from 3Q 2022). Net income: CN¥134.3m (down 59% from 3Q 2022). Profit margin: 1.8% (down from 4.4% in 3Q 2022). Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Metals and Mining industry in China. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 30Second quarter 2023 earnings released: EPS: CN¥0.053 (vs CN¥0.07 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.053 (down from CN¥0.07 in 2Q 2022). Revenue: CN¥6.81b (down 2.1% from 2Q 2022). Net income: CN¥240.9m (down 31% from 2Q 2022). Profit margin: 3.5% (down from 5.0% in 2Q 2022). Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Metals and Mining industry in China. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
공시 • Jul 08Gem Co., Ltd. Implements Final Cash Dividend for A Shares for the Year 2022, Payable on July 14, 2023GEM Co., Ltd. implemented a final cash dividend per ten A shares (tax included) of CNY 0.50000000 for the year 2022. Record date is 13 July 2023; Ex-date is 14 July 2023; Payment date is 14 July 2023.
공시 • Jun 09GEM Co., Ltd. (SZSE:002340) announces an Equity Buyback for CNY 150 million worth of its shares.GEM Co., Ltd. (SZSE:002340) announces a share repurchase program. Under the program, the company will repurchase up to CNY 150 million worth of its shares for CNY 10.29 per share. The purpose of the program is to give ESOP and equity incentives. The program is valid for 12 months.
공시 • May 28GEM Co., Ltd. Approves Final Cash Dividend for the Year 2022GEM Co., Ltd. at the AGM, the shareholders approved a final cash dividend per ten shares (tax included) of CNY 0.50000000 for the year 2022.
공시 • May 06+ 1 more updateGEM Co., Ltd., Annual General Meeting, May 24, 2023GEM Co., Ltd., Annual General Meeting, May 24, 2023, at 10:00 China Standard Time. Agenda: To consider and approve 2022 work report of the board of directors; 2022 work report of the supervisory committee; 2022 annual report and its summary; 2022 annual accounts; 2022 profit distribution plan; Special report on the deposit and use of raised funds in 2022; and to discuss other matters.
Reported Earnings • Apr 30First quarter 2023 earnings released: EPS: CN¥0.03 (vs CN¥0.07 in 1Q 2022)First quarter 2023 results: EPS: CN¥0.03 (down from CN¥0.07 in 1Q 2022). Revenue: CN¥6.13b (down 12% from 1Q 2022). Net income: CN¥172.4m (down 48% from 1Q 2022). Profit margin: 2.8% (down from 4.8% in 1Q 2022). Revenue is forecast to grow 22% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Metals and Mining industry in China. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16High number of new and inexperienced directorsThere are 6 new directors who have joined the board in the last 3 years. The company's board is composed of: 6 new directors. 6 experienced directors. No highly experienced directors. Non-Independent Director Wei Wei is the most experienced director on the board, commencing their role in 2022. 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 31Third quarter 2022 earnings released: EPS: CN¥0.07 (vs CN¥0.039 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.07 (up from CN¥0.039 in 3Q 2021). Revenue: CN¥7.45b (up 52% from 3Q 2021). Net income: CN¥324.7m (up 81% from 3Q 2021). Profit margin: 4.4% (up from 3.7% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Metals and Mining industry in China. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Aug 26Second quarter 2022 earnings released: EPS: CN¥0.07 (vs CN¥0.051 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.07 (up from CN¥0.051 in 2Q 2021). Revenue: CN¥6.96b (up 63% from 2Q 2021). Net income: CN¥349.5m (up 34% from 2Q 2021). Profit margin: 5.0% (down from 6.1% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 30%, compared to a 31% growth forecast for the Metals and Mining industry in China. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Apr 29First quarter 2022 earnings released: EPS: CN¥0.07 (vs CN¥0.06 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.07 (up from CN¥0.06 in 1Q 2021). Revenue: CN¥6.97b (up 87% from 1Q 2021). Net income: CN¥331.7m (up 20% from 1Q 2021). Profit margin: 4.8% (down from 7.4% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 32%, compared to a 27% 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 10% per year, which means it is well ahead of earnings.
Board Change • Apr 27High number of new and inexperienced directorsThere are 6 new directors who have joined the board in the last 3 years. The company's board is composed of: 6 new directors. 6 experienced directors. No highly experienced directors. Non-Independent Director Wei Wei is the most experienced director on the board, commencing their role in 2022. 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 • Nov 01Third quarter 2021 earnings released: EPS CN¥0.039 (vs CN¥0.02 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: CN¥4.89b (up 61% from 3Q 2020). Net income: CN¥179.1m (up 61% from 3Q 2020). Profit margin: 3.7% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 36% per year, which means it is well ahead of earnings.
Board Change • Nov 01Less 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. 9 experienced directors. 1 highly experienced director. 3 independent directors (4 non-independent directors). Independent Director Ying Li was the last independent director to join the board, commencing their role in 2013. 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 • Aug 27Second quarter 2021 earnings released: EPS CN¥0.051 (vs CN¥0.021 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥4.27b (up 29% from 2Q 2020). Net income: CN¥261.5m (up 152% from 2Q 2020). Profit margin: 6.1% (up from 3.1% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 30% per year, which means it is well ahead of earnings.
Reported Earnings • Apr 17First quarter 2021 earnings released: EPS CN¥0.06 (vs CN¥0.03 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥3.73b (up 63% from 1Q 2020). Net income: CN¥275.9m (up 150% from 1Q 2020). Profit margin: 7.4% (up from 4.8% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
Analyst Estimate Surprise Post Earnings • Mar 04Revenue misses expectationsRevenue missed analyst estimates by 5.8%. Over the next year, revenue is forecast to grow 40%, compared to a 16% growth forecast for the Metals and Mining industry in China.
Reported Earnings • Mar 04Full year 2020 earnings released: EPS CN¥0.09 (vs CN¥0.18 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥12.5b (down 13% from FY 2019). Net income: CN¥402.8m (down 45% from FY 2019). Profit margin: 3.2% (down from 5.1% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Jan 04Investor sentiment improved over the past weekAfter last week's 22% share price gain to CN¥7.69, the stock is trading at a trailing P/E ratio of 76.6x, up from the previous P/E ratio of 62.9x. This compares to an average P/E of 31x in the Metals and Mining industry in China. Total returns to shareholders over the past three years are 7.3%.
Valuation Update With 7 Day Price Move • Dec 25Investor sentiment improved over the past weekAfter last week's 19% share price gain to CN¥6.70, the stock is trading at a trailing P/E ratio of 66.7x, up from the previous P/E ratio of 56.1x. This compares to an average P/E of 31x in the Metals and Mining industry in China. Total return to shareholders over the past three years is a loss of 5.2%.
Valuation Update With 7 Day Price Move • Dec 23Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥6.45, the stock is trading at a trailing P/E ratio of 64.3x, up from the previous P/E ratio of 55.8x. This compares to an average P/E of 32x in the Metals and Mining industry in China. Total return to shareholders over the past three years is a loss of 9.6%.
Valuation Update With 7 Day Price Move • Dec 21Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥6.19, the stock is trading at a trailing P/E ratio of 61.7x, up from the previous P/E ratio of 53.4x. This compares to an average P/E of 32x in the Metals and Mining industry in China. Total return to shareholders over the past three years is a loss of 9.5%.
Is New 90 Day High Low • Dec 16New 90-day high: CN¥5.40The company is up 2.0% from its price of CN¥5.28 on 18 September 2020. The Chinese market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥0.29 per share.
Is New 90 Day High Low • Nov 03New 90-day low: CN¥4.46The company is down 20% from its price of CN¥5.55 on 05 August 2020. The Chinese market is down 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is down 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥0.29 per share.
Reported Earnings • Nov 03Third quarter 2020 earnings released: EPS CN¥0.021The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: CN¥3.03b (down 17% from 3Q 2019). Net income: CN¥111.6m (down 41% from 3Q 2019). Profit margin: 3.7% (down from 5.2% in 3Q 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 16% per year, which means it is performing significantly worse than earnings.
Analyst Estimate Surprise Post Earnings • Nov 03Revenue misses expectationsRevenue missed analyst estimates by 23%. Over the next year, revenue is forecast to grow 28%, compared to a 16% growth forecast for the Metals and Mining industry in China.
Is New 90 Day High Low • Sep 28New 90-day low: CN¥4.72The company is down 5.0% from its price of CN¥4.97 on 30 June 2020. The Chinese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥0.33 per share.
공시 • Aug 11GEM Co., Ltd. to Report First Half, 2020 Results on Aug 27, 2020GEM Co., Ltd. announced that they will report first half, 2020 results on Aug 27, 2020