View ValuationChengxin Lithium Group 향후 성장Future 기준 점검 4/6Chengxin Lithium Group (는) 각각 연간 56.4% 및 19.8% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 56.1% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 15.7% 로 예상됩니다.핵심 정보56.4%이익 성장률56.12%EPS 성장률Chemicals 이익 성장29.0%매출 성장률19.8%향후 자기자본이익률15.67%애널리스트 커버리지Low마지막 업데이트09 Jul 2026최근 향후 성장 업데이트Price Target Changed • Jul 09Price target increased by 15% to CN¥39.00Up from CN¥33.80, the current price target is an average from 2 analysts. New target price is 9.7% above last closing price of CN¥35.55. Stock is up 167% over the past year. The company is forecast to post earnings per share of CN¥2.18 next year compared to a net loss per share of CN¥0.98 last year.Major Estimate Revision • Sep 29Consensus EPS estimates fall by 211%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -CN¥0.166 to -CN¥0.517 per share. Revenue forecast of CN¥5.38b unchanged since last update. Chemicals industry in China expected to see average net income growth of 51% next year. Consensus price target up from CN¥13.87 to CN¥15.53. Share price rose 2.2% to CN¥18.56 over the past week.Price Target Changed • Sep 29Price target increased by 12% to CN¥15.53Up from CN¥13.87, the current price target is an average from 3 analysts. New target price is 16% below last closing price of CN¥18.56. Stock is up 21% over the past year. The company is forecast to post a net loss per share of CN¥0.52 next year compared to a net loss per share of CN¥0.69 last year.Price Target Changed • Jun 27Price target decreased by 11% to CN¥13.87Down from CN¥15.53, the current price target is an average from 3 analysts. New target price is 8.2% above last closing price of CN¥12.81. Stock is down 4.5% over the past year. The company is forecast to post earnings per share of CN¥0.26 next year compared to a net loss per share of CN¥0.69 last year.Price Target Changed • Dec 17Price target increased by 8.6% to CN¥15.46Up from CN¥14.24, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of CN¥14.85. Stock is down 32% over the past year. The company is forecast to post a net loss per share of CN¥0.53 compared to earnings per share of CN¥0.77 last year.Major Estimate Revision • Jun 25Consensus EPS estimates fall by 24%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥5.71b to CN¥5.22b. EPS estimate also fell from CN¥0.955 per share to CN¥0.728 per share. Net income forecast to grow 716% next year vs 48% growth forecast for Chemicals industry in China. Consensus price target down from CN¥17.45 to CN¥14.40. Share price fell 9.1% to CN¥13.41 over the past week.모든 업데이트 보기Recent updatesPrice Target Changed • Jul 09Price target increased by 15% to CN¥39.00Up from CN¥33.80, the current price target is an average from 2 analysts. New target price is 9.7% above last closing price of CN¥35.55. Stock is up 167% over the past year. The company is forecast to post earnings per share of CN¥2.18 next year compared to a net loss per share of CN¥0.98 last year.공고 • Jun 30Chengxin Lithium Group Co., Ltd. to Report First Half, 2026 Results on Aug 29, 2026Chengxin Lithium Group Co., Ltd. announced that they will report first half, 2026 results on Aug 29, 2026New Risk • Jun 26New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Chinese stocks, typically moving 11% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (11% average weekly change).공고 • Jun 16Chengxin Lithium Group Co., Ltd. Approves Board ElectionsChengxin Lithium Group Co., Ltd. at the Extraordinary General Meeting held on 12 June 2026, approved the election of Xiang Rui, Chen Jian, and He Zhengwei as independent directors.New Risk • Apr 30New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Chinese stocks, typically moving 9.8% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (9.8% average weekly change).Reported Earnings • Apr 30First quarter 2026 earnings released: EPS: CN¥0.51 (vs CN¥0.17 loss in 1Q 2025)First quarter 2026 results: EPS: CN¥0.51 (up from CN¥0.17 loss in 1Q 2025). Revenue: CN¥3.28b (up 379% from 1Q 2025). Net income: CN¥464.0m (up CN¥618.8m from 1Q 2025). Profit margin: 14% (up from net loss in 1Q 2025). Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Chemicals industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 148 percentage points per year, which is a significant difference in performance.공고 • Mar 31Chengxin Lithium Group Co., Ltd. to Report Q1, 2026 Results on Apr 30, 2026Chengxin Lithium Group Co., Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026Reported Earnings • Mar 30Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: CN¥0.98 loss per share (further deteriorated from CN¥0.69 loss in FY 2024). Revenue: CN¥5.06b (up 11% from FY 2024). Net loss: CN¥888.1m (loss widened 43% from FY 2024). Revenue exceeded analyst estimates by 4.2%. Earnings per share (EPS) missed analyst estimates by 60%. Revenue is forecast to grow 31% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Chemicals industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 134 percentage points per year, which is a significant difference in performance.New Risk • Mar 29New major risk - Revenue and earnings growthEarnings have declined by 30% per year over the past 5 years. 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 profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings 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 (7.9% operating cash flow to total debt). Earnings have declined by 30% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (9.2% average weekly change).공고 • Mar 28Chengxin Lithium Group Co., Ltd., Annual General Meeting, Apr 17, 2026Chengxin Lithium Group Co., Ltd., Annual General Meeting, Apr 17, 2026, at 14:30 China Standard Time. Location: The Company's Meeting Room, Chengdu, Sichuan China공고 • Dec 31Chengxin Lithium Group Co., Ltd. to Report Fiscal Year 2025 Results on Apr 28, 2026Chengxin Lithium Group Co., Ltd. announced that they will report fiscal year 2025 results on Apr 28, 2026New Risk • Nov 21New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Chinese stocks, typically moving 9.7% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (7.9% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (9.7% average weekly change).Reported Earnings • Oct 25Third quarter 2025 earnings released: EPS: CN¥0.10 (vs CN¥0.33 loss in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.10 (up from CN¥0.33 loss in 3Q 2024). Revenue: CN¥1.48b (up 61% from 3Q 2024). Net income: CN¥88.7m (up CN¥363.4m from 3Q 2024). Profit margin: 6.0% (up from net loss in 3Q 2024). The move to profitability was driven by higher revenue. Revenue is forecast to grow 36% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Chemicals industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 100 percentage points per year, which is a significant difference in performance.공고 • Sep 30Chengxin Lithium Group Co., Ltd. to Report Q3, 2025 Results on Oct 25, 2025Chengxin Lithium Group Co., Ltd. announced that they will report Q3, 2025 results on Oct 25, 2025Major Estimate Revision • Sep 29Consensus EPS estimates fall by 211%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -CN¥0.166 to -CN¥0.517 per share. Revenue forecast of CN¥5.38b unchanged since last update. Chemicals industry in China expected to see average net income growth of 51% next year. Consensus price target up from CN¥13.87 to CN¥15.53. Share price rose 2.2% to CN¥18.56 over the past week.Price Target Changed • Sep 29Price target increased by 12% to CN¥15.53Up from CN¥13.87, the current price target is an average from 3 analysts. New target price is 16% below last closing price of CN¥18.56. Stock is up 21% over the past year. The company is forecast to post a net loss per share of CN¥0.52 next year compared to a net loss per share of CN¥0.69 last year.Reported Earnings • Aug 25Second quarter 2025 earnings released: CN¥0.75 loss per share (vs CN¥0.045 loss in 2Q 2024)Second quarter 2025 results: CN¥0.75 loss per share (further deteriorated from CN¥0.045 loss in 2Q 2024). Revenue: CN¥927.7m (down 32% from 2Q 2024). Net loss: CN¥686.3m (loss widened CN¥643.1m from 2Q 2024). Revenue is forecast to grow 33% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Chemicals industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 76 percentage points per year, which is a significant difference in performance.New Risk • Aug 11New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (15% operating cash flow to total debt). Minor Risk Share price has been volatile over the past 3 months (7.0% average weekly change).공고 • Jul 02Chengxin Lithium Group Co., Ltd. to Report First Half, 2025 Results on Aug 28, 2025Chengxin Lithium Group Co., Ltd. announced that they will report first half, 2025 results on Aug 28, 2025Price Target Changed • Jun 27Price target decreased by 11% to CN¥13.87Down from CN¥15.53, the current price target is an average from 3 analysts. New target price is 8.2% above last closing price of CN¥12.81. Stock is down 4.5% over the past year. The company is forecast to post earnings per share of CN¥0.26 next year compared to a net loss per share of CN¥0.69 last year.Reported Earnings • Apr 29First quarter 2025 earnings released: CN¥0.17 loss per share (vs CN¥0.16 loss in 1Q 2024)First quarter 2025 results: CN¥0.17 loss per share (further deteriorated from CN¥0.16 loss in 1Q 2024). Revenue: CN¥686.2m (down 43% from 1Q 2024). Net loss: CN¥154.7m (loss widened 7.7% from 1Q 2024). Revenue is forecast to grow 30% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Chemicals industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 50 percentage points per year, which is a significant difference in performance.공고 • Mar 31Chengxin Lithium Group Co., Ltd. to Report Q1, 2025 Results on Apr 29, 2025Chengxin Lithium Group Co., Ltd. announced that they will report Q1, 2025 results on Apr 29, 2025공고 • Mar 24Chengxin Lithium Group Co., Ltd., Annual General Meeting, Apr 11, 2025Chengxin Lithium Group Co., Ltd., Annual General Meeting, Apr 11, 2025, at 14:30 China Standard Time. Location: The Company's Meeting Room, Chengdu, Sichuan ChinaReported Earnings • Mar 22Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: CN¥0.69 loss per share (down from CN¥0.77 profit in FY 2023). Revenue: CN¥4.58b (down 42% from FY 2023). Net loss: CN¥621.6m (down 189% from profit in FY 2023). Revenue missed analyst estimates by 4.5%. Earnings per share (EPS) also missed analyst estimates by 31%. Revenue is forecast to grow 35% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Chemicals industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 25 percentage points per year, which is a significant difference in performance.분석 기사 • Jan 23Investors Aren't Entirely Convinced By Chengxin Lithium Group Co., Ltd.'s (SZSE:002240) RevenuesThere wouldn't be many who think Chengxin Lithium Group Co., Ltd.'s ( SZSE:002240 ) price-to-sales (or "P/S") ratio of...공고 • Dec 31Chengxin Lithium Group Co., Ltd. to Report Fiscal Year 2024 Results on Apr 28, 2025Chengxin Lithium Group Co., Ltd. announced that they will report fiscal year 2024 results on Apr 28, 2025Price Target Changed • Dec 17Price target increased by 8.6% to CN¥15.46Up from CN¥14.24, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of CN¥14.85. Stock is down 32% over the past year. The company is forecast to post a net loss per share of CN¥0.53 compared to earnings per share of CN¥0.77 last year.New Risk • Oct 31New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 40% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Minor Risk High level of debt (40% net debt to equity).Reported Earnings • Oct 31Third quarter 2024 earnings released: CN¥0.33 loss per share (vs CN¥0.53 profit in 3Q 2023)Third quarter 2024 results: CN¥0.33 loss per share (down from CN¥0.53 profit in 3Q 2023). Revenue: CN¥919.3m (down 51% from 3Q 2023). Net loss: CN¥274.7m (down 157% from profit in 3Q 2023). Revenue is forecast to grow 31% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 37% per year whereas the company’s share price has fallen by 36% per year.분석 기사 • Oct 28Chengxin Lithium Group (SZSE:002240) Is Carrying A Fair Bit Of DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...분석 기사 • Sep 30Investors Still Aren't Entirely Convinced By Chengxin Lithium Group Co., Ltd.'s (SZSE:002240) Revenues Despite 28% Price JumpChengxin Lithium Group Co., Ltd. ( SZSE:002240 ) shares have had a really impressive month, gaining 28% after a shaky...공고 • Sep 30Chengxin Lithium Group Co., Ltd. to Report Q3, 2024 Results on Oct 31, 2024Chengxin Lithium Group Co., Ltd. announced that they will report Q3, 2024 results on Oct 31, 2024New Risk • Sep 24New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Minor Risk Share price has been volatile over the past 3 months (6.7% average weekly change).Reported Earnings • Aug 31Second quarter 2024 earnings released: CN¥0.045 loss per share (vs CN¥0.16 profit in 2Q 2023)Second quarter 2024 results: CN¥0.045 loss per share (down from CN¥0.16 profit in 2Q 2023). Revenue: CN¥1.37b (down 31% from 2Q 2023). Net loss: CN¥43.3m (down 129% from profit in 2Q 2023). Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 42% per year, which means it is performing significantly worse than earnings.공고 • Jun 29Chengxin Lithium Group Co., Ltd. to Report First Half, 2024 Results on Aug 30, 2024Chengxin Lithium Group Co., Ltd. announced that they will report first half, 2024 results on Aug 30, 2024Major Estimate Revision • Jun 25Consensus EPS estimates fall by 24%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥5.71b to CN¥5.22b. EPS estimate also fell from CN¥0.955 per share to CN¥0.728 per share. Net income forecast to grow 716% next year vs 48% growth forecast for Chemicals industry in China. Consensus price target down from CN¥17.45 to CN¥14.40. Share price fell 9.1% to CN¥13.41 over the past week.분석 기사 • May 27Chengxin Lithium Group Co., Ltd.'s (SZSE:002240) Shares May Have Run Too Fast Too SoonWith a median price-to-sales (or "P/S") ratio of close to 2.1x in the Chemicals industry in China, you could be...Reported Earnings • Apr 30First quarter 2024 earnings released: CN¥0.16 loss per share (vs CN¥0.51 profit in 1Q 2023)First quarter 2024 results: CN¥0.16 loss per share (down from CN¥0.51 profit in 1Q 2023). Revenue: CN¥1.21b (down 56% from 1Q 2023). Net loss: CN¥143.7m (down 131% from profit in 1Q 2023). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.분석 기사 • Apr 03Chengxin Lithium Group's (SZSE:002240) Sluggish Earnings Might Be Just The Beginning Of Its ProblemsDespite Chengxin Lithium Group Co., Ltd.'s ( SZSE:002240 ) recent earnings report having lackluster headline numbers...Major Estimate Revision • Apr 03Consensus EPS estimates fall by 17%, revenue upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from CN¥6.81b to CN¥7.03b. EPS estimate fell from CN¥1.32 to CN¥1.10 per share. Net income forecast to grow 43% next year vs 49% growth forecast for Chemicals industry in China. Consensus price target of CN¥17.45 unchanged from last update. Share price rose 8.0% to CN¥20.68 over the past week.공고 • Mar 30Chengxin Lithium Group Co., Ltd. to Report Q1, 2024 Results on Apr 29, 2024Chengxin Lithium Group Co., Ltd. announced that they will report Q1, 2024 results on Apr 29, 2024Reported Earnings • Mar 29Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: CN¥0.77 (down from CN¥6.40 in FY 2022). Revenue: CN¥7.95b (down 34% from FY 2022). Net income: CN¥702.2m (down 87% from FY 2022). Profit margin: 8.8% (down from 46% in FY 2022). The decrease in margin was primarily driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 40%. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.공고 • Mar 28Chengxin Lithium Group Co., Ltd., Annual General Meeting, Apr 17, 2024Chengxin Lithium Group Co., Ltd., Annual General Meeting, Apr 17, 2024, at 14:30 China Standard Time. Location: 15F, Area B, No. 199, Tianfu 3rd Street, Hi-tech Zone, Chengdu, Sichuan ChinaMajor Estimate Revision • Mar 21Consensus EPS estimates fall by 16%, revenue upgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast increased from CN¥7.77b to CN¥7.96b. EPS estimate fell from CN¥1.53 to CN¥1.28 per share. Net income forecast to shrink 48% next year vs 55% growth forecast for Chemicals industry in China . Consensus price target up from CN¥14.95 to CN¥17.45. Share price was steady at CN¥21.14 over the past week.분석 기사 • Feb 29Chengxin Lithium Group (SZSE:002240) Is Looking To Continue Growing Its Returns On CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Valuation Update With 7 Day Price Move • Feb 01Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥19.96, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 13x in the Chemicals industry in China. Total loss to shareholders of 19% over the past three years.공고 • Dec 30Chengxin Lithium Group Co., Ltd. to Report Fiscal Year 2023 Results on Apr 26, 2024Chengxin Lithium Group Co., Ltd. announced that they will report fiscal year 2023 results on Apr 26, 2024Price Target Changed • Dec 22Price target decreased by 45% to CN¥14.95Down from CN¥27.01, the current price target is an average from 2 analysts. New target price is 33% below last closing price of CN¥22.24. Stock is down 43% over the past year. The company is forecast to post earnings per share of CN¥1.53 for next year compared to CN¥6.40 last year.Major Estimate Revision • Dec 16Consensus EPS estimates fall by 45%, revenue upgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast increased from CN¥7.48b to CN¥7.77b. EPS estimate fell from CN¥2.77 to CN¥1.53 per share. Net income forecast to grow 49% next year vs 66% growth forecast for Chemicals industry in China. Consensus price target down from CN¥27.01 to CN¥26.21. Share price fell 5.0% to CN¥22.09 over the past week.New Risk • Dec 01New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 5.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (36% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (5.9% average weekly change). Profit margins are more than 30% lower than last year (22% net profit margin). Shareholders have been diluted in the past year (6.6% increase in shares outstanding).Reported Earnings • Nov 01Third quarter 2023 earnings released: EPS: CN¥0.53 (vs CN¥1.59 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.53 (down from CN¥1.59 in 3Q 2022). Revenue: CN¥1.87b (down 38% from 3Q 2022). Net income: CN¥483.4m (down 64% from 3Q 2022). Profit margin: 26% (down from 44% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.Major Estimate Revision • Sep 22Consensus revenue estimates fall by 12%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥10.9b to CN¥9.58b. EPS estimate fell from CN¥1.61 to CN¥1.12 per share. Net income forecast to shrink 10% next year vs 55% growth forecast for Chemicals industry in China . Consensus price target down from CN¥43.26 to CN¥35.01. Share price was steady at CN¥22.50 over the past week.Price Target Changed • Sep 21Price target decreased by 22% to CN¥35.01Down from CN¥45.14, the current price target is an average from 2 analysts. New target price is 58% above last closing price of CN¥22.09. Stock is down 59% over the past year. The company is forecast to post earnings per share of CN¥1.12 for next year compared to CN¥6.40 last year.Reported Earnings • Aug 30Second quarter 2023 earnings released: EPS: CN¥0.16 (vs CN¥2.26 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.16 (down from CN¥2.26 in 2Q 2022). Revenue: CN¥1.97b (down 43% from 2Q 2022). Net income: CN¥147.8m (down 92% from 2Q 2022). Profit margin: 7.5% (down from 57% in 2Q 2022). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.Major Estimate Revision • Jun 27Consensus revenue estimates decrease by 15%The consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast fell from CN¥17.8b to CN¥15.1b. EPS estimate unchanged from CN¥4.71 per share at last update. Chemicals industry in China expected to see average net income growth of 51% next year. Consensus price target down from CN¥45.14 to CN¥44.17. Share price fell 3.3% to CN¥31.71 over the past week.Major Estimate Revision • Apr 27Consensus revenue estimates decrease by 25%The consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast fell from CN¥16.2b to CN¥12.3b. EPS estimate unchanged from CN¥4.93 per share at last update. Chemicals industry in China expected to see average net income growth of 43% next year. Consensus price target down from CN¥47.10 to CN¥43.35. Share price fell 7.5% to CN¥32.00 over the past week.Major Estimate Revision • Jan 10Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast fell from CN¥15.0b to CN¥14.0b. EPS estimate rose from CN¥5.81 to CN¥6.60. Net income forecast to grow 20% next year vs 64% growth forecast for Forestry industry in China. Consensus price target down from CN¥55.10 to CN¥47.10. Share price rose 3.1% to CN¥39.75 over the past week.Price Target Changed • Jan 09Price target decreased to CN¥47.10Down from CN¥57.60, the current price target is an average from 2 analysts. New target price is 19% above last closing price of CN¥39.63. Stock is down 22% over the past year. The company is forecast to post earnings per share of CN¥6.60 for next year compared to CN¥1.08 last year.공고 • Dec 07Chengxin Lithium Group Co., Ltd. announced that it has received CNY 2 billion in funding from BYD Company LimitedOn December 6, 2022, Chengxin Lithium Group Co., Ltd. closed the transaction. The company raised CNY 2,000,000,000 in the transaction.공고 • Nov 22Chengxin Lithium Plans to Bid for Stake in Lithium Mining FirmChengxin Lithium Group Co., Ltd. (SZSE:002240) said it plans to bid for 54.3% stake in lithium mining firm, auction result is uncertain.Price Target Changed • Nov 16Price target increased to CN¥62.00Up from CN¥52.00, the current price target is provided by 1 analyst. New target price is 34% above last closing price of CN¥46.26. Stock is down 18% over the past year. The company is forecast to post earnings per share of CN¥5.81 for next year compared to CN¥1.08 last year.Board Change • Nov 16High number of new and inexperienced directorsThere are 9 new directors who have joined the board in the last 3 years. The company's board is composed of: 9 new directors. 3 experienced directors. No highly experienced directors. Chairman Yi Zhou is the most experienced director on the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Reported Earnings • Oct 25Third quarter 2022 earnings released: EPS: CN¥1.59 (vs CN¥0.30 in 3Q 2021)Third quarter 2022 results: EPS: CN¥1.59 (up from CN¥0.30 in 3Q 2021). Revenue: CN¥3.01b (up 314% from 3Q 2021). Net income: CN¥1.33b (up 438% from 3Q 2021). Profit margin: 44% (up from 34% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 31% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Forestry industry in China. Over the last 3 years on average, earnings per share has increased by 128% per year but the company’s share price has only increased by 85% per year, which means it is significantly lagging earnings growth.Major Estimate Revision • Aug 02Consensus revenue estimates increase by 19%The consensus outlook for revenues in 2022 has improved. 2022 revenue forecast increased from CN¥13.1b to CN¥15.5b. EPS estimate increased from CN¥4.40 to CN¥5.81 per share. Net income forecast to grow 12% next year vs 40% growth forecast for Forestry industry in China. Consensus price target of CN¥62.00 unchanged from last update. Share price fell 7.6% to CN¥53.99 over the past week.공고 • Jul 30Guangdong Shengtun Technology Co., Ltd. completed the acquisition of 45% stake in Hubei Weilibang Wood Co., Ltd from Chengxin Lithium Group Co., Ltd.Guangdong Shengtun Technology Co., Ltd. agreed to acquire 45% stake in Hubei Weilibang Wood Co., Ltd from Chengxin Lithium Group Co., Ltd. (SZSE:002240) on July 22, 2022. In related transaction Guangdong Shengtun Technology Co., Ltd. also acquired Hebei Weilibang Wood Co., Ltd. for total consideration of CNY 319.14 million. Guangdong Shengtun Technology Co., Ltd. completed the acquisition of 45% stake in Hubei Weilibang Wood Co., Ltd from Chengxin Lithium Group Co., Ltd. (SZSE:002240) on July 26, 2022Reported Earnings • Jul 28Second quarter 2022 earnings released: EPS: CN¥2.26 (vs CN¥0.25 in 2Q 2021)Second quarter 2022 results: EPS: CN¥2.26 (up from CN¥0.25 in 2Q 2021). Revenue: CN¥3.45b (up 475% from 2Q 2021). Net income: CN¥1.95b (up CN¥1.76b from 2Q 2021). Profit margin: 57% (up from 31% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 89%, compared to a 81% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 123% per year but the company’s share price has only increased by 92% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jul 06Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥68.69, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 11x in the Forestry industry in China. Total returns to shareholders of 734% over the past three years.Major Estimate Revision • Jun 25Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from CN¥8.95b to CN¥11.0b. EPS estimate fell from CN¥4.43 to CN¥4.38. Net income forecast to grow 98% next year vs 39% growth forecast for Forestry industry in China. Consensus price target up from CN¥52.00 to CN¥62.00. Share price fell 4.3% to CN¥58.65 over the past week.Valuation Update With 7 Day Price Move • Jun 08Investor sentiment improved over the past weekAfter last week's 20% share price gain to CN¥57.51, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 10x in the Forestry industry in China. Total returns to shareholders of 514% over the past three years.공고 • May 24Chengxin Lithium Group Co., Ltd. Announces Dividend for Year 2021 , Payable on May 30 2022Chengxin Lithium Group Co., Ltd. announced dividend of CNY 1.00000000 for the year 2021. Record date is 27 May 2022, Ex-date is 30 May 2022 and Payment date is 30 May 2022.공고 • May 19+ 1 more updateChengxin Lithium Group Co., Ltd. Approves By-Election of Non-Independent DirectorsChengxin Lithium Group Co., Ltd. announced that at its Annual General Meeting of 2021 held on 17 May 2022, approved the by-election of Li Qian, Yao Jing as non-independent directors.Valuation Update With 7 Day Price Move • May 03Investor sentiment improved over the past weekAfter last week's 30% share price gain to CN¥44.39, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 10x in the Forestry industry in China. Total returns to shareholders of 463% over the past three years.Reported Earnings • Apr 28First quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2022 results: EPS: CN¥1.24 (up from CN¥0.14 in 1Q 2021). Revenue: CN¥1.69b (up 215% from 1Q 2021). Net income: CN¥1.07b (up CN¥965.8m from 1Q 2021). Profit margin: 63% (up from 20% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 6.4%. Earnings per share (EPS) exceeded analyst estimates by 3.8%. Over the next year, revenue is forecast to grow 145%, compared to a 64% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 68% per year, which means it is significantly lagging earnings growth.Price Target Changed • Apr 27Price target increased to CN¥52.00Up from CN¥12.13, the current price target is an average from 4 analysts. New target price is 39% above last closing price of CN¥37.46. Stock is up 44% over the past year. The company is forecast to post earnings per share of CN¥4.43 for next year compared to CN¥1.08 last year.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. Chairman of Supervisory Board Xiao Feng is the most experienced director on the board, commencing their role in 2014. 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 • Mar 30Full year 2021 earnings: Revenues miss analyst expectationsFull year 2021 results: Revenue: CN¥2.93b (up 64% from FY 2020). Net income: CN¥850.6m (up CN¥823.5m from FY 2020). Profit margin: 29% (up from 1.5% in FY 2020). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 6.4%. Over the next year, revenue is forecast to grow 92%, compared to a 53% growth forecast for the industry in China.공고 • Mar 30Chengxin Lithium Group Co., Ltd. Proposes Final Cash Dividend for 2021Chengxin Lithium Group Co., Ltd. proposed final cash dividend (tax included) of CNY 1.00000000 per ten shares for 2021.Buying Opportunity • Mar 04Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 10.0%. The fair value is estimated to be CN¥69.94, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.9% per annum over the last 3 years. The company has become profitable over the last year.Reported Earnings • Oct 26Third quarter 2021 earnings released: EPS CN¥0.30 (vs CN¥0.29 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were flat. Third quarter 2021 results: Revenue: CN¥725.9m (flat on 3Q 2020). Net income: CN¥247.5m (up 14% from 3Q 2020). Profit margin: 34% (up from 30% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has increased by 96% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Aug 30Investor sentiment improved over the past weekAfter last week's 20% share price gain to CN¥54.20, the stock trades at a forward P/E ratio of 51x. Average forward P/E is 12x in the Forestry industry in China. Total returns to shareholders of 358% over the past three years.Valuation Update With 7 Day Price Move • Aug 16Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to CN¥40.22, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 14x in the Forestry industry in China. Total returns to shareholders of 231% over the past three years.Reported Earnings • Aug 09Second quarter 2021 earnings released: EPS CN¥0.25 (vs CN¥0.14 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥599.2m (up 17% from 2Q 2020). Net income: CN¥186.8m (up CN¥297.0m from 2Q 2020). Profit margin: 31% (up from net loss in 2Q 2020). The move to profitability was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 58% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Apr 25First quarter 2021 earnings released: EPS CN¥0.14 (vs CN¥0.087 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥534.7m (up 121% from 1Q 2020). Net income: CN¥104.0m (up CN¥161.2m from 1Q 2020). Profit margin: 20% (up from net loss in 1Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings.Is New 90 Day High Low • Jan 25New 90-day high: CN¥29.88The company is up 127% from its price of CN¥13.16 on 27 October 2020. The Chinese market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Forestry industry, which is up 20% over the same period.Is New 90 Day High Low • Jan 04New 90-day high: CN¥25.80The company is up 121% from its price of CN¥11.68 on 30 September 2020. The Chinese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Forestry industry, which is up 12% over the same period.Is New 90 Day High Low • Dec 15New 90-day high: CN¥19.80The company is up 32% from its price of CN¥14.99 on 16 September 2020. The Chinese market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Forestry industry, which is up 3.0% over the same period.Is New 90 Day High Low • Nov 04New 90-day high: CN¥15.84The company is up 1.0% from its price of CN¥15.75 on 06 August 2020. The Chinese market is down 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Forestry industry, which is down 9.0% over the same period.Reported Earnings • Oct 26Third quarter earnings releasedOver the last 12 months the company has reported total losses of CN¥86.0m, with earnings decreasing by CN¥145.3m from the prior year. Total revenue was CN¥2.05b over the last 12 months, down 14% from the prior year.Reported Earnings • Oct 23Third quarter earnings releasedOver the last 12 months the company has reported total losses of CN¥87.2m, with earnings decreasing by CN¥147.6m from the prior year. Total revenue was CN¥2.05b over the last 12 months, down 14% from the prior year.공고 • Oct 20Guangdong Weihua Corporation to Report Q3, 2020 Results on Oct 27, 2020Guangdong Weihua Corporation announced that they will report Q3, 2020 results on Oct 27, 2020Is New 90 Day High Low • Sep 25New 90-day low: CN¥12.19The company is down 7.0% from its price of CN¥13.06 on 24 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 Forestry industry, which is up 16% over the same period.공고 • Aug 28+ 1 more updateShenzhen Chengtun Group Co., Ltd. signed a contract to acquire 55% stake in Liaoning Tai'an Weilibang Wood Industry Co., Ltd from Guangdong Weihua Corporation (SZSE:002240) for CNY 97 million.Shenzhen Chengtun Group Co., Ltd. signed a contract to acquire 55% stake in Liaoning Tai'an Weilibang Wood Industry Co., Ltd from Guangdong Weihua Corporation (SZSE:002240) for CNY 97 million on August 25, 2020. In a related transaction, Xiamen Shengtun Hongruize Industrial Co., Ltd., Xiamen Shengtun Hongruize Industrial Co., Ltd. and Xiamen Shengtun Hongruize Industrial Co., Ltd. signed a contract to acquire 55% stake in Hebei Weilibang Wood Co., Ltd. /Hubei Weilibang Wood Co., Ltd./Guangdong Weilibang Wood Industry Co., Ltd. from Guangdong Weihua Corporation (SZSE:002240) for approximately 820 million on August 26, 2020. Under the terms, the deal consideration will be paid in cash where 51% of consideration will be paid within 15 days from the date the shareholders of Guangdong Weihua, 24% of consideration will be paid when Liaoning Tai'an Weilibang Wood approved by the registration authority and finished changing the registration and the payment time for the current period shall not exceed March 31, 2021 and remaining 25% will be paid by not later than June 30, 2021. The financials of Liaoning Tai'an Weilibang Wood for the year ended December 31, 2019, are total assets of CNY 281.4 million, revenue of CNY 159.5 million, operating loss of CNY 40.82 million and net loss of CNY 40.85 million. The transaction is subject to approval of shareholders of Guangdong Weihua. the transaction is approved by the Board of Directors of Guangdong Weihua. Sealand Securities Co., Ltd. (SZSE:000750) acted as financial advisor, Zhong Lun Law Firm acted as legal advisor and RSM China (special general partnership) acted as accountant to Guangdong Weihua.공고 • Jul 18+ 1 more updateGuangdong Weihua Corporation to Report First Half, 2020 Results on Jul 31, 2020Guangdong Weihua Corporation announced that they will report first half, 2020 results on Jul 31, 2020공고 • Jun 18Situ Minjing cancelled the acquisition of 5% stake in Guangdong Weihua Corporation (SZSE:002240) from Li Xiaoqi.Situ Minjing signed an agreement to acquire 5% stake in Guangdong Weihua Corporation (SZSE:002240) from Li Xiaoqi for approximately CNY 180 million on August 16, 2019. Li Xiaoqi will transfer 26.77 million shares of Guangdong Weihua to Situ Minjing. Situ Minjing cancelled the acquisition of 5% stake in Guangdong Weihua Corporation (SZSE:002240) from Li Xiaoqi on June 12, 2020.이익 및 매출 성장 예측SZSE:002240 - 애널리스트 향후 추정치 및 과거 재무 데이터 (CNY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202814,7982,7942,5346,130312/31/202713,9211,9481,7513,362412/31/202613,2712,058-1,6981,61033/31/20267,662-269-631-63N/A12/31/20255,064-88820950N/A9/30/20254,178-912-385658N/A6/30/20253,617-1,276-4701,083N/A3/31/20254,054-633-8201,210N/A12/31/20244,581-622-9611,317N/A9/30/20244,821-854-1,7451,352N/A6/30/20245,772-96-2,764326N/A3/31/20246,38195-1,9621,396N/A12/31/20237,951702-1,8921,530N/A9/30/202310,5292,297-1,929739N/A6/30/202311,6643,1451752,607N/A3/31/202313,1364,9465592,262N/A1/1/202312,0395,5526961,733N/A9/30/20229,1764,6721,3982,297N/A6/30/20226,9453,597303840N/A3/31/20224,1641,829-67415N/A1/1/20223,017866-158219N/A9/30/20212,291520-20265N/A6/30/20212,243482-77235N/A3/31/20212,088191-571-237N/A12/31/20201,79127-557-226N/A9/30/20202,047-86-769-559N/A6/30/20201,972-285-736-479N/A3/31/20201,996-135-373-123N/A12/31/20192,279-59N/A19N/A9/30/20192,37761N/A329N/A6/30/20192,456110N/A348N/A3/31/20192,569123N/A166N/A12/31/20182,518108N/A-21N/A9/30/20182,396133N/A-211N/A6/30/20182,26876N/A-215N/A3/31/20182,18829N/A-93N/A12/31/20172,01826N/A56N/A9/30/20171,903100N/A85N/A6/30/20171,69695N/A131N/A3/31/20171,45760N/A29N/A12/31/20161,40223N/A50N/A9/30/20161,369-206N/A131N/A6/30/20161,348-252N/A70N/A3/31/20161,409-227N/A73N/A12/31/20151,440-195N/A100N/A9/30/20151,502-43N/A199N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 002240 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(2.4%)보다 빠른 성장으로 간주됩니다.수익 vs 시장: 002240 (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.고성장 수익: 002240 향후 3년 내에 수익을 낼 것으로 예상됩니다.수익 대 시장: 002240 의 수익(연간 19.8%)이 CN 시장(연간 16.1%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 002240 의 수익(연간 19.8%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 002240의 자본 수익률은 3년 후 15.7%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YMaterials 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/30 16:12종가2026/07/30 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 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.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 소스Chengxin Lithium Group Co., Ltd.는 12명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Edward LeungBofA Global ResearchMiriam ChanBofA Global ResearchChong AoCitic Securities Co., Ltd.9명의 분석가 더 보기
Price Target Changed • Jul 09Price target increased by 15% to CN¥39.00Up from CN¥33.80, the current price target is an average from 2 analysts. New target price is 9.7% above last closing price of CN¥35.55. Stock is up 167% over the past year. The company is forecast to post earnings per share of CN¥2.18 next year compared to a net loss per share of CN¥0.98 last year.
Major Estimate Revision • Sep 29Consensus EPS estimates fall by 211%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -CN¥0.166 to -CN¥0.517 per share. Revenue forecast of CN¥5.38b unchanged since last update. Chemicals industry in China expected to see average net income growth of 51% next year. Consensus price target up from CN¥13.87 to CN¥15.53. Share price rose 2.2% to CN¥18.56 over the past week.
Price Target Changed • Sep 29Price target increased by 12% to CN¥15.53Up from CN¥13.87, the current price target is an average from 3 analysts. New target price is 16% below last closing price of CN¥18.56. Stock is up 21% over the past year. The company is forecast to post a net loss per share of CN¥0.52 next year compared to a net loss per share of CN¥0.69 last year.
Price Target Changed • Jun 27Price target decreased by 11% to CN¥13.87Down from CN¥15.53, the current price target is an average from 3 analysts. New target price is 8.2% above last closing price of CN¥12.81. Stock is down 4.5% over the past year. The company is forecast to post earnings per share of CN¥0.26 next year compared to a net loss per share of CN¥0.69 last year.
Price Target Changed • Dec 17Price target increased by 8.6% to CN¥15.46Up from CN¥14.24, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of CN¥14.85. Stock is down 32% over the past year. The company is forecast to post a net loss per share of CN¥0.53 compared to earnings per share of CN¥0.77 last year.
Major Estimate Revision • Jun 25Consensus EPS estimates fall by 24%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥5.71b to CN¥5.22b. EPS estimate also fell from CN¥0.955 per share to CN¥0.728 per share. Net income forecast to grow 716% next year vs 48% growth forecast for Chemicals industry in China. Consensus price target down from CN¥17.45 to CN¥14.40. Share price fell 9.1% to CN¥13.41 over the past week.
Price Target Changed • Jul 09Price target increased by 15% to CN¥39.00Up from CN¥33.80, the current price target is an average from 2 analysts. New target price is 9.7% above last closing price of CN¥35.55. Stock is up 167% over the past year. The company is forecast to post earnings per share of CN¥2.18 next year compared to a net loss per share of CN¥0.98 last year.
공고 • Jun 30Chengxin Lithium Group Co., Ltd. to Report First Half, 2026 Results on Aug 29, 2026Chengxin Lithium Group Co., Ltd. announced that they will report first half, 2026 results on Aug 29, 2026
New Risk • Jun 26New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Chinese stocks, typically moving 11% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (11% average weekly change).
공고 • Jun 16Chengxin Lithium Group Co., Ltd. Approves Board ElectionsChengxin Lithium Group Co., Ltd. at the Extraordinary General Meeting held on 12 June 2026, approved the election of Xiang Rui, Chen Jian, and He Zhengwei as independent directors.
New Risk • Apr 30New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Chinese stocks, typically moving 9.8% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (9.8% average weekly change).
Reported Earnings • Apr 30First quarter 2026 earnings released: EPS: CN¥0.51 (vs CN¥0.17 loss in 1Q 2025)First quarter 2026 results: EPS: CN¥0.51 (up from CN¥0.17 loss in 1Q 2025). Revenue: CN¥3.28b (up 379% from 1Q 2025). Net income: CN¥464.0m (up CN¥618.8m from 1Q 2025). Profit margin: 14% (up from net loss in 1Q 2025). Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Chemicals industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 148 percentage points per year, which is a significant difference in performance.
공고 • Mar 31Chengxin Lithium Group Co., Ltd. to Report Q1, 2026 Results on Apr 30, 2026Chengxin Lithium Group Co., Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026
Reported Earnings • Mar 30Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: CN¥0.98 loss per share (further deteriorated from CN¥0.69 loss in FY 2024). Revenue: CN¥5.06b (up 11% from FY 2024). Net loss: CN¥888.1m (loss widened 43% from FY 2024). Revenue exceeded analyst estimates by 4.2%. Earnings per share (EPS) missed analyst estimates by 60%. Revenue is forecast to grow 31% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Chemicals industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 134 percentage points per year, which is a significant difference in performance.
New Risk • Mar 29New major risk - Revenue and earnings growthEarnings have declined by 30% per year over the past 5 years. 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 profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings 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 (7.9% operating cash flow to total debt). Earnings have declined by 30% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (9.2% average weekly change).
공고 • Mar 28Chengxin Lithium Group Co., Ltd., Annual General Meeting, Apr 17, 2026Chengxin Lithium Group Co., Ltd., Annual General Meeting, Apr 17, 2026, at 14:30 China Standard Time. Location: The Company's Meeting Room, Chengdu, Sichuan China
공고 • Dec 31Chengxin Lithium Group Co., Ltd. to Report Fiscal Year 2025 Results on Apr 28, 2026Chengxin Lithium Group Co., Ltd. announced that they will report fiscal year 2025 results on Apr 28, 2026
New Risk • Nov 21New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Chinese stocks, typically moving 9.7% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (7.9% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (9.7% average weekly change).
Reported Earnings • Oct 25Third quarter 2025 earnings released: EPS: CN¥0.10 (vs CN¥0.33 loss in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.10 (up from CN¥0.33 loss in 3Q 2024). Revenue: CN¥1.48b (up 61% from 3Q 2024). Net income: CN¥88.7m (up CN¥363.4m from 3Q 2024). Profit margin: 6.0% (up from net loss in 3Q 2024). The move to profitability was driven by higher revenue. Revenue is forecast to grow 36% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Chemicals industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 100 percentage points per year, which is a significant difference in performance.
공고 • Sep 30Chengxin Lithium Group Co., Ltd. to Report Q3, 2025 Results on Oct 25, 2025Chengxin Lithium Group Co., Ltd. announced that they will report Q3, 2025 results on Oct 25, 2025
Major Estimate Revision • Sep 29Consensus EPS estimates fall by 211%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -CN¥0.166 to -CN¥0.517 per share. Revenue forecast of CN¥5.38b unchanged since last update. Chemicals industry in China expected to see average net income growth of 51% next year. Consensus price target up from CN¥13.87 to CN¥15.53. Share price rose 2.2% to CN¥18.56 over the past week.
Price Target Changed • Sep 29Price target increased by 12% to CN¥15.53Up from CN¥13.87, the current price target is an average from 3 analysts. New target price is 16% below last closing price of CN¥18.56. Stock is up 21% over the past year. The company is forecast to post a net loss per share of CN¥0.52 next year compared to a net loss per share of CN¥0.69 last year.
Reported Earnings • Aug 25Second quarter 2025 earnings released: CN¥0.75 loss per share (vs CN¥0.045 loss in 2Q 2024)Second quarter 2025 results: CN¥0.75 loss per share (further deteriorated from CN¥0.045 loss in 2Q 2024). Revenue: CN¥927.7m (down 32% from 2Q 2024). Net loss: CN¥686.3m (loss widened CN¥643.1m from 2Q 2024). Revenue is forecast to grow 33% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Chemicals industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 76 percentage points per year, which is a significant difference in performance.
New Risk • Aug 11New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (15% operating cash flow to total debt). Minor Risk Share price has been volatile over the past 3 months (7.0% average weekly change).
공고 • Jul 02Chengxin Lithium Group Co., Ltd. to Report First Half, 2025 Results on Aug 28, 2025Chengxin Lithium Group Co., Ltd. announced that they will report first half, 2025 results on Aug 28, 2025
Price Target Changed • Jun 27Price target decreased by 11% to CN¥13.87Down from CN¥15.53, the current price target is an average from 3 analysts. New target price is 8.2% above last closing price of CN¥12.81. Stock is down 4.5% over the past year. The company is forecast to post earnings per share of CN¥0.26 next year compared to a net loss per share of CN¥0.69 last year.
Reported Earnings • Apr 29First quarter 2025 earnings released: CN¥0.17 loss per share (vs CN¥0.16 loss in 1Q 2024)First quarter 2025 results: CN¥0.17 loss per share (further deteriorated from CN¥0.16 loss in 1Q 2024). Revenue: CN¥686.2m (down 43% from 1Q 2024). Net loss: CN¥154.7m (loss widened 7.7% from 1Q 2024). Revenue is forecast to grow 30% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Chemicals industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 50 percentage points per year, which is a significant difference in performance.
공고 • Mar 31Chengxin Lithium Group Co., Ltd. to Report Q1, 2025 Results on Apr 29, 2025Chengxin Lithium Group Co., Ltd. announced that they will report Q1, 2025 results on Apr 29, 2025
공고 • Mar 24Chengxin Lithium Group Co., Ltd., Annual General Meeting, Apr 11, 2025Chengxin Lithium Group Co., Ltd., Annual General Meeting, Apr 11, 2025, at 14:30 China Standard Time. Location: The Company's Meeting Room, Chengdu, Sichuan China
Reported Earnings • Mar 22Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: CN¥0.69 loss per share (down from CN¥0.77 profit in FY 2023). Revenue: CN¥4.58b (down 42% from FY 2023). Net loss: CN¥621.6m (down 189% from profit in FY 2023). Revenue missed analyst estimates by 4.5%. Earnings per share (EPS) also missed analyst estimates by 31%. Revenue is forecast to grow 35% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Chemicals industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 25 percentage points per year, which is a significant difference in performance.
분석 기사 • Jan 23Investors Aren't Entirely Convinced By Chengxin Lithium Group Co., Ltd.'s (SZSE:002240) RevenuesThere wouldn't be many who think Chengxin Lithium Group Co., Ltd.'s ( SZSE:002240 ) price-to-sales (or "P/S") ratio of...
공고 • Dec 31Chengxin Lithium Group Co., Ltd. to Report Fiscal Year 2024 Results on Apr 28, 2025Chengxin Lithium Group Co., Ltd. announced that they will report fiscal year 2024 results on Apr 28, 2025
Price Target Changed • Dec 17Price target increased by 8.6% to CN¥15.46Up from CN¥14.24, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of CN¥14.85. Stock is down 32% over the past year. The company is forecast to post a net loss per share of CN¥0.53 compared to earnings per share of CN¥0.77 last year.
New Risk • Oct 31New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 40% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Minor Risk High level of debt (40% net debt to equity).
Reported Earnings • Oct 31Third quarter 2024 earnings released: CN¥0.33 loss per share (vs CN¥0.53 profit in 3Q 2023)Third quarter 2024 results: CN¥0.33 loss per share (down from CN¥0.53 profit in 3Q 2023). Revenue: CN¥919.3m (down 51% from 3Q 2023). Net loss: CN¥274.7m (down 157% from profit in 3Q 2023). Revenue is forecast to grow 31% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 37% per year whereas the company’s share price has fallen by 36% per year.
분석 기사 • Oct 28Chengxin Lithium Group (SZSE:002240) Is Carrying A Fair Bit Of DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
분석 기사 • Sep 30Investors Still Aren't Entirely Convinced By Chengxin Lithium Group Co., Ltd.'s (SZSE:002240) Revenues Despite 28% Price JumpChengxin Lithium Group Co., Ltd. ( SZSE:002240 ) shares have had a really impressive month, gaining 28% after a shaky...
공고 • Sep 30Chengxin Lithium Group Co., Ltd. to Report Q3, 2024 Results on Oct 31, 2024Chengxin Lithium Group Co., Ltd. announced that they will report Q3, 2024 results on Oct 31, 2024
New Risk • Sep 24New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Minor Risk Share price has been volatile over the past 3 months (6.7% average weekly change).
Reported Earnings • Aug 31Second quarter 2024 earnings released: CN¥0.045 loss per share (vs CN¥0.16 profit in 2Q 2023)Second quarter 2024 results: CN¥0.045 loss per share (down from CN¥0.16 profit in 2Q 2023). Revenue: CN¥1.37b (down 31% from 2Q 2023). Net loss: CN¥43.3m (down 129% from profit in 2Q 2023). Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 42% per year, which means it is performing significantly worse than earnings.
공고 • Jun 29Chengxin Lithium Group Co., Ltd. to Report First Half, 2024 Results on Aug 30, 2024Chengxin Lithium Group Co., Ltd. announced that they will report first half, 2024 results on Aug 30, 2024
Major Estimate Revision • Jun 25Consensus EPS estimates fall by 24%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥5.71b to CN¥5.22b. EPS estimate also fell from CN¥0.955 per share to CN¥0.728 per share. Net income forecast to grow 716% next year vs 48% growth forecast for Chemicals industry in China. Consensus price target down from CN¥17.45 to CN¥14.40. Share price fell 9.1% to CN¥13.41 over the past week.
분석 기사 • May 27Chengxin Lithium Group Co., Ltd.'s (SZSE:002240) Shares May Have Run Too Fast Too SoonWith a median price-to-sales (or "P/S") ratio of close to 2.1x in the Chemicals industry in China, you could be...
Reported Earnings • Apr 30First quarter 2024 earnings released: CN¥0.16 loss per share (vs CN¥0.51 profit in 1Q 2023)First quarter 2024 results: CN¥0.16 loss per share (down from CN¥0.51 profit in 1Q 2023). Revenue: CN¥1.21b (down 56% from 1Q 2023). Net loss: CN¥143.7m (down 131% from profit in 1Q 2023). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
분석 기사 • Apr 03Chengxin Lithium Group's (SZSE:002240) Sluggish Earnings Might Be Just The Beginning Of Its ProblemsDespite Chengxin Lithium Group Co., Ltd.'s ( SZSE:002240 ) recent earnings report having lackluster headline numbers...
Major Estimate Revision • Apr 03Consensus EPS estimates fall by 17%, revenue upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from CN¥6.81b to CN¥7.03b. EPS estimate fell from CN¥1.32 to CN¥1.10 per share. Net income forecast to grow 43% next year vs 49% growth forecast for Chemicals industry in China. Consensus price target of CN¥17.45 unchanged from last update. Share price rose 8.0% to CN¥20.68 over the past week.
공고 • Mar 30Chengxin Lithium Group Co., Ltd. to Report Q1, 2024 Results on Apr 29, 2024Chengxin Lithium Group Co., Ltd. announced that they will report Q1, 2024 results on Apr 29, 2024
Reported Earnings • Mar 29Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: CN¥0.77 (down from CN¥6.40 in FY 2022). Revenue: CN¥7.95b (down 34% from FY 2022). Net income: CN¥702.2m (down 87% from FY 2022). Profit margin: 8.8% (down from 46% in FY 2022). The decrease in margin was primarily driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 40%. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
공고 • Mar 28Chengxin Lithium Group Co., Ltd., Annual General Meeting, Apr 17, 2024Chengxin Lithium Group Co., Ltd., Annual General Meeting, Apr 17, 2024, at 14:30 China Standard Time. Location: 15F, Area B, No. 199, Tianfu 3rd Street, Hi-tech Zone, Chengdu, Sichuan China
Major Estimate Revision • Mar 21Consensus EPS estimates fall by 16%, revenue upgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast increased from CN¥7.77b to CN¥7.96b. EPS estimate fell from CN¥1.53 to CN¥1.28 per share. Net income forecast to shrink 48% next year vs 55% growth forecast for Chemicals industry in China . Consensus price target up from CN¥14.95 to CN¥17.45. Share price was steady at CN¥21.14 over the past week.
분석 기사 • Feb 29Chengxin Lithium Group (SZSE:002240) Is Looking To Continue Growing Its Returns On CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Valuation Update With 7 Day Price Move • Feb 01Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥19.96, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 13x in the Chemicals industry in China. Total loss to shareholders of 19% over the past three years.
공고 • Dec 30Chengxin Lithium Group Co., Ltd. to Report Fiscal Year 2023 Results on Apr 26, 2024Chengxin Lithium Group Co., Ltd. announced that they will report fiscal year 2023 results on Apr 26, 2024
Price Target Changed • Dec 22Price target decreased by 45% to CN¥14.95Down from CN¥27.01, the current price target is an average from 2 analysts. New target price is 33% below last closing price of CN¥22.24. Stock is down 43% over the past year. The company is forecast to post earnings per share of CN¥1.53 for next year compared to CN¥6.40 last year.
Major Estimate Revision • Dec 16Consensus EPS estimates fall by 45%, revenue upgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast increased from CN¥7.48b to CN¥7.77b. EPS estimate fell from CN¥2.77 to CN¥1.53 per share. Net income forecast to grow 49% next year vs 66% growth forecast for Chemicals industry in China. Consensus price target down from CN¥27.01 to CN¥26.21. Share price fell 5.0% to CN¥22.09 over the past week.
New Risk • Dec 01New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 5.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (36% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (5.9% average weekly change). Profit margins are more than 30% lower than last year (22% net profit margin). Shareholders have been diluted in the past year (6.6% increase in shares outstanding).
Reported Earnings • Nov 01Third quarter 2023 earnings released: EPS: CN¥0.53 (vs CN¥1.59 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.53 (down from CN¥1.59 in 3Q 2022). Revenue: CN¥1.87b (down 38% from 3Q 2022). Net income: CN¥483.4m (down 64% from 3Q 2022). Profit margin: 26% (down from 44% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
Major Estimate Revision • Sep 22Consensus revenue estimates fall by 12%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥10.9b to CN¥9.58b. EPS estimate fell from CN¥1.61 to CN¥1.12 per share. Net income forecast to shrink 10% next year vs 55% growth forecast for Chemicals industry in China . Consensus price target down from CN¥43.26 to CN¥35.01. Share price was steady at CN¥22.50 over the past week.
Price Target Changed • Sep 21Price target decreased by 22% to CN¥35.01Down from CN¥45.14, the current price target is an average from 2 analysts. New target price is 58% above last closing price of CN¥22.09. Stock is down 59% over the past year. The company is forecast to post earnings per share of CN¥1.12 for next year compared to CN¥6.40 last year.
Reported Earnings • Aug 30Second quarter 2023 earnings released: EPS: CN¥0.16 (vs CN¥2.26 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.16 (down from CN¥2.26 in 2Q 2022). Revenue: CN¥1.97b (down 43% from 2Q 2022). Net income: CN¥147.8m (down 92% from 2Q 2022). Profit margin: 7.5% (down from 57% in 2Q 2022). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.
Major Estimate Revision • Jun 27Consensus revenue estimates decrease by 15%The consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast fell from CN¥17.8b to CN¥15.1b. EPS estimate unchanged from CN¥4.71 per share at last update. Chemicals industry in China expected to see average net income growth of 51% next year. Consensus price target down from CN¥45.14 to CN¥44.17. Share price fell 3.3% to CN¥31.71 over the past week.
Major Estimate Revision • Apr 27Consensus revenue estimates decrease by 25%The consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast fell from CN¥16.2b to CN¥12.3b. EPS estimate unchanged from CN¥4.93 per share at last update. Chemicals industry in China expected to see average net income growth of 43% next year. Consensus price target down from CN¥47.10 to CN¥43.35. Share price fell 7.5% to CN¥32.00 over the past week.
Major Estimate Revision • Jan 10Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast fell from CN¥15.0b to CN¥14.0b. EPS estimate rose from CN¥5.81 to CN¥6.60. Net income forecast to grow 20% next year vs 64% growth forecast for Forestry industry in China. Consensus price target down from CN¥55.10 to CN¥47.10. Share price rose 3.1% to CN¥39.75 over the past week.
Price Target Changed • Jan 09Price target decreased to CN¥47.10Down from CN¥57.60, the current price target is an average from 2 analysts. New target price is 19% above last closing price of CN¥39.63. Stock is down 22% over the past year. The company is forecast to post earnings per share of CN¥6.60 for next year compared to CN¥1.08 last year.
공고 • Dec 07Chengxin Lithium Group Co., Ltd. announced that it has received CNY 2 billion in funding from BYD Company LimitedOn December 6, 2022, Chengxin Lithium Group Co., Ltd. closed the transaction. The company raised CNY 2,000,000,000 in the transaction.
공고 • Nov 22Chengxin Lithium Plans to Bid for Stake in Lithium Mining FirmChengxin Lithium Group Co., Ltd. (SZSE:002240) said it plans to bid for 54.3% stake in lithium mining firm, auction result is uncertain.
Price Target Changed • Nov 16Price target increased to CN¥62.00Up from CN¥52.00, the current price target is provided by 1 analyst. New target price is 34% above last closing price of CN¥46.26. Stock is down 18% over the past year. The company is forecast to post earnings per share of CN¥5.81 for next year compared to CN¥1.08 last year.
Board Change • Nov 16High number of new and inexperienced directorsThere are 9 new directors who have joined the board in the last 3 years. The company's board is composed of: 9 new directors. 3 experienced directors. No highly experienced directors. Chairman Yi Zhou is the most experienced director on the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Reported Earnings • Oct 25Third quarter 2022 earnings released: EPS: CN¥1.59 (vs CN¥0.30 in 3Q 2021)Third quarter 2022 results: EPS: CN¥1.59 (up from CN¥0.30 in 3Q 2021). Revenue: CN¥3.01b (up 314% from 3Q 2021). Net income: CN¥1.33b (up 438% from 3Q 2021). Profit margin: 44% (up from 34% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 31% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Forestry industry in China. Over the last 3 years on average, earnings per share has increased by 128% per year but the company’s share price has only increased by 85% per year, which means it is significantly lagging earnings growth.
Major Estimate Revision • Aug 02Consensus revenue estimates increase by 19%The consensus outlook for revenues in 2022 has improved. 2022 revenue forecast increased from CN¥13.1b to CN¥15.5b. EPS estimate increased from CN¥4.40 to CN¥5.81 per share. Net income forecast to grow 12% next year vs 40% growth forecast for Forestry industry in China. Consensus price target of CN¥62.00 unchanged from last update. Share price fell 7.6% to CN¥53.99 over the past week.
공고 • Jul 30Guangdong Shengtun Technology Co., Ltd. completed the acquisition of 45% stake in Hubei Weilibang Wood Co., Ltd from Chengxin Lithium Group Co., Ltd.Guangdong Shengtun Technology Co., Ltd. agreed to acquire 45% stake in Hubei Weilibang Wood Co., Ltd from Chengxin Lithium Group Co., Ltd. (SZSE:002240) on July 22, 2022. In related transaction Guangdong Shengtun Technology Co., Ltd. also acquired Hebei Weilibang Wood Co., Ltd. for total consideration of CNY 319.14 million. Guangdong Shengtun Technology Co., Ltd. completed the acquisition of 45% stake in Hubei Weilibang Wood Co., Ltd from Chengxin Lithium Group Co., Ltd. (SZSE:002240) on July 26, 2022
Reported Earnings • Jul 28Second quarter 2022 earnings released: EPS: CN¥2.26 (vs CN¥0.25 in 2Q 2021)Second quarter 2022 results: EPS: CN¥2.26 (up from CN¥0.25 in 2Q 2021). Revenue: CN¥3.45b (up 475% from 2Q 2021). Net income: CN¥1.95b (up CN¥1.76b from 2Q 2021). Profit margin: 57% (up from 31% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 89%, compared to a 81% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 123% per year but the company’s share price has only increased by 92% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jul 06Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥68.69, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 11x in the Forestry industry in China. Total returns to shareholders of 734% over the past three years.
Major Estimate Revision • Jun 25Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from CN¥8.95b to CN¥11.0b. EPS estimate fell from CN¥4.43 to CN¥4.38. Net income forecast to grow 98% next year vs 39% growth forecast for Forestry industry in China. Consensus price target up from CN¥52.00 to CN¥62.00. Share price fell 4.3% to CN¥58.65 over the past week.
Valuation Update With 7 Day Price Move • Jun 08Investor sentiment improved over the past weekAfter last week's 20% share price gain to CN¥57.51, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 10x in the Forestry industry in China. Total returns to shareholders of 514% over the past three years.
공고 • May 24Chengxin Lithium Group Co., Ltd. Announces Dividend for Year 2021 , Payable on May 30 2022Chengxin Lithium Group Co., Ltd. announced dividend of CNY 1.00000000 for the year 2021. Record date is 27 May 2022, Ex-date is 30 May 2022 and Payment date is 30 May 2022.
공고 • May 19+ 1 more updateChengxin Lithium Group Co., Ltd. Approves By-Election of Non-Independent DirectorsChengxin Lithium Group Co., Ltd. announced that at its Annual General Meeting of 2021 held on 17 May 2022, approved the by-election of Li Qian, Yao Jing as non-independent directors.
Valuation Update With 7 Day Price Move • May 03Investor sentiment improved over the past weekAfter last week's 30% share price gain to CN¥44.39, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 10x in the Forestry industry in China. Total returns to shareholders of 463% over the past three years.
Reported Earnings • Apr 28First quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2022 results: EPS: CN¥1.24 (up from CN¥0.14 in 1Q 2021). Revenue: CN¥1.69b (up 215% from 1Q 2021). Net income: CN¥1.07b (up CN¥965.8m from 1Q 2021). Profit margin: 63% (up from 20% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 6.4%. Earnings per share (EPS) exceeded analyst estimates by 3.8%. Over the next year, revenue is forecast to grow 145%, compared to a 64% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 68% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Apr 27Price target increased to CN¥52.00Up from CN¥12.13, the current price target is an average from 4 analysts. New target price is 39% above last closing price of CN¥37.46. Stock is up 44% over the past year. The company is forecast to post earnings per share of CN¥4.43 for next year compared to CN¥1.08 last year.
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. Chairman of Supervisory Board Xiao Feng is the most experienced director on the board, commencing their role in 2014. 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 • Mar 30Full year 2021 earnings: Revenues miss analyst expectationsFull year 2021 results: Revenue: CN¥2.93b (up 64% from FY 2020). Net income: CN¥850.6m (up CN¥823.5m from FY 2020). Profit margin: 29% (up from 1.5% in FY 2020). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 6.4%. Over the next year, revenue is forecast to grow 92%, compared to a 53% growth forecast for the industry in China.
공고 • Mar 30Chengxin Lithium Group Co., Ltd. Proposes Final Cash Dividend for 2021Chengxin Lithium Group Co., Ltd. proposed final cash dividend (tax included) of CNY 1.00000000 per ten shares for 2021.
Buying Opportunity • Mar 04Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 10.0%. The fair value is estimated to be CN¥69.94, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.9% per annum over the last 3 years. The company has become profitable over the last year.
Reported Earnings • Oct 26Third quarter 2021 earnings released: EPS CN¥0.30 (vs CN¥0.29 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were flat. Third quarter 2021 results: Revenue: CN¥725.9m (flat on 3Q 2020). Net income: CN¥247.5m (up 14% from 3Q 2020). Profit margin: 34% (up from 30% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has increased by 96% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Aug 30Investor sentiment improved over the past weekAfter last week's 20% share price gain to CN¥54.20, the stock trades at a forward P/E ratio of 51x. Average forward P/E is 12x in the Forestry industry in China. Total returns to shareholders of 358% over the past three years.
Valuation Update With 7 Day Price Move • Aug 16Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to CN¥40.22, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 14x in the Forestry industry in China. Total returns to shareholders of 231% over the past three years.
Reported Earnings • Aug 09Second quarter 2021 earnings released: EPS CN¥0.25 (vs CN¥0.14 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥599.2m (up 17% from 2Q 2020). Net income: CN¥186.8m (up CN¥297.0m from 2Q 2020). Profit margin: 31% (up from net loss in 2Q 2020). The move to profitability was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 58% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Apr 25First quarter 2021 earnings released: EPS CN¥0.14 (vs CN¥0.087 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥534.7m (up 121% from 1Q 2020). Net income: CN¥104.0m (up CN¥161.2m from 1Q 2020). Profit margin: 20% (up from net loss in 1Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings.
Is New 90 Day High Low • Jan 25New 90-day high: CN¥29.88The company is up 127% from its price of CN¥13.16 on 27 October 2020. The Chinese market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Forestry industry, which is up 20% over the same period.
Is New 90 Day High Low • Jan 04New 90-day high: CN¥25.80The company is up 121% from its price of CN¥11.68 on 30 September 2020. The Chinese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Forestry industry, which is up 12% over the same period.
Is New 90 Day High Low • Dec 15New 90-day high: CN¥19.80The company is up 32% from its price of CN¥14.99 on 16 September 2020. The Chinese market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Forestry industry, which is up 3.0% over the same period.
Is New 90 Day High Low • Nov 04New 90-day high: CN¥15.84The company is up 1.0% from its price of CN¥15.75 on 06 August 2020. The Chinese market is down 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Forestry industry, which is down 9.0% over the same period.
Reported Earnings • Oct 26Third quarter earnings releasedOver the last 12 months the company has reported total losses of CN¥86.0m, with earnings decreasing by CN¥145.3m from the prior year. Total revenue was CN¥2.05b over the last 12 months, down 14% from the prior year.
Reported Earnings • Oct 23Third quarter earnings releasedOver the last 12 months the company has reported total losses of CN¥87.2m, with earnings decreasing by CN¥147.6m from the prior year. Total revenue was CN¥2.05b over the last 12 months, down 14% from the prior year.
공고 • Oct 20Guangdong Weihua Corporation to Report Q3, 2020 Results on Oct 27, 2020Guangdong Weihua Corporation announced that they will report Q3, 2020 results on Oct 27, 2020
Is New 90 Day High Low • Sep 25New 90-day low: CN¥12.19The company is down 7.0% from its price of CN¥13.06 on 24 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 Forestry industry, which is up 16% over the same period.
공고 • Aug 28+ 1 more updateShenzhen Chengtun Group Co., Ltd. signed a contract to acquire 55% stake in Liaoning Tai'an Weilibang Wood Industry Co., Ltd from Guangdong Weihua Corporation (SZSE:002240) for CNY 97 million.Shenzhen Chengtun Group Co., Ltd. signed a contract to acquire 55% stake in Liaoning Tai'an Weilibang Wood Industry Co., Ltd from Guangdong Weihua Corporation (SZSE:002240) for CNY 97 million on August 25, 2020. In a related transaction, Xiamen Shengtun Hongruize Industrial Co., Ltd., Xiamen Shengtun Hongruize Industrial Co., Ltd. and Xiamen Shengtun Hongruize Industrial Co., Ltd. signed a contract to acquire 55% stake in Hebei Weilibang Wood Co., Ltd. /Hubei Weilibang Wood Co., Ltd./Guangdong Weilibang Wood Industry Co., Ltd. from Guangdong Weihua Corporation (SZSE:002240) for approximately 820 million on August 26, 2020. Under the terms, the deal consideration will be paid in cash where 51% of consideration will be paid within 15 days from the date the shareholders of Guangdong Weihua, 24% of consideration will be paid when Liaoning Tai'an Weilibang Wood approved by the registration authority and finished changing the registration and the payment time for the current period shall not exceed March 31, 2021 and remaining 25% will be paid by not later than June 30, 2021. The financials of Liaoning Tai'an Weilibang Wood for the year ended December 31, 2019, are total assets of CNY 281.4 million, revenue of CNY 159.5 million, operating loss of CNY 40.82 million and net loss of CNY 40.85 million. The transaction is subject to approval of shareholders of Guangdong Weihua. the transaction is approved by the Board of Directors of Guangdong Weihua. Sealand Securities Co., Ltd. (SZSE:000750) acted as financial advisor, Zhong Lun Law Firm acted as legal advisor and RSM China (special general partnership) acted as accountant to Guangdong Weihua.
공고 • Jul 18+ 1 more updateGuangdong Weihua Corporation to Report First Half, 2020 Results on Jul 31, 2020Guangdong Weihua Corporation announced that they will report first half, 2020 results on Jul 31, 2020
공고 • Jun 18Situ Minjing cancelled the acquisition of 5% stake in Guangdong Weihua Corporation (SZSE:002240) from Li Xiaoqi.Situ Minjing signed an agreement to acquire 5% stake in Guangdong Weihua Corporation (SZSE:002240) from Li Xiaoqi for approximately CNY 180 million on August 16, 2019. Li Xiaoqi will transfer 26.77 million shares of Guangdong Weihua to Situ Minjing. Situ Minjing cancelled the acquisition of 5% stake in Guangdong Weihua Corporation (SZSE:002240) from Li Xiaoqi on June 12, 2020.