View ValuationNingbo ShanshanLtd 향후 성장Future 기준 점검 3/6Ningbo ShanshanLtd 의 수익은 연간 0.2% 감소할 것으로 예상되는 반면, 연간 수익은 28.8% 로 증가할 것으로 예상됩니다. EPS는 연간 26.9% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 5.5% 로 예상됩니다.핵심 정보28.8%이익 성장률26.87%EPS 성장률Chemicals 이익 성장30.0%매출 성장률-0.2%향후 자기자본이익률5.48%애널리스트 커버리지Low마지막 업데이트11 May 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updatesBoard Change • May 20Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 9 experienced directors. 2 highly experienced directors. 4 independent directors (7 non-independent directors). Independent Director Yunfeng Zhang was the last independent director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.공시 • Apr 30Ningbo Shanshan Co.,Ltd., Annual General Meeting, May 20, 2026Ningbo Shanshan Co.,Ltd., Annual General Meeting, May 20, 2026, at 13:30 China Standard Time. Location: 28F, No. 777, Rili Middle Road, Yinzhou District, Ningbo, Zhejiang China공시 • Mar 30Ningbo Shanshan Co.,Ltd. to Report Q1, 2026 Results on Apr 30, 2026Ningbo Shanshan Co.,Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026공시 • Dec 26Ningbo Shanshan Co.,Ltd. to Report Fiscal Year 2025 Results on Apr 30, 2026Ningbo Shanshan Co.,Ltd. announced that they will report fiscal year 2025 results on Apr 30, 2026공시 • Sep 30Ningbo Shanshan Co.,Ltd. to Report Q3, 2025 Results on Oct 31, 2025Ningbo Shanshan Co.,Ltd. announced that they will report Q3, 2025 results on Oct 31, 2025공시 • Jun 30Ningbo Shanshan Co.,Ltd. to Report First Half, 2025 Results on Aug 30, 2025Ningbo Shanshan Co.,Ltd. announced that they will report first half, 2025 results on Aug 30, 2025공시 • Apr 26Ningbo Shanshan Co.,Ltd., Annual General Meeting, May 16, 2025Ningbo Shanshan Co.,Ltd., Annual General Meeting, May 16, 2025, at 13:30 China Standard Time. Location: 28F, No. 777, Rili Middle Road, Yinzhou District, Ningbo, Zhejiang China공시 • Mar 28Ningbo Shanshan Co.,Ltd. to Report Q1, 2025 Results on Apr 26, 2025Ningbo Shanshan Co.,Ltd. announced that they will report Q1, 2025 results on Apr 26, 2025공시 • Dec 27Ningbo Shanshan Co.,Ltd. to Report Fiscal Year 2024 Results on Apr 26, 2025Ningbo Shanshan Co.,Ltd. announced that they will report fiscal year 2024 results on Apr 26, 2025Reported Earnings • Oct 31Third quarter 2024 earnings released: EPS: CN¥0.003 (vs CN¥0.11 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.003 (down from CN¥0.11 in 3Q 2023). Revenue: CN¥4.46b (down 15% from 3Q 2023). Net income: CN¥5.64m (down 97% from 3Q 2023). Profit margin: 0.1% (down from 3.6% in 3Q 2023). Revenue is forecast to grow 19% 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, the company's share price growth rate has exceeded its earnings growth rate by 35 percentage points per year, which is a significant difference in performance.공시 • Sep 30Ningbo Shanshan Co.,Ltd. to Report Q3, 2024 Results on Oct 31, 2024Ningbo Shanshan Co.,Ltd. announced that they will report Q3, 2024 results on Oct 31, 2024Reported Earnings • Aug 31Second quarter 2024 earnings released: EPS: CN¥0.042 (vs CN¥0.25 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.042 (down from CN¥0.25 in 2Q 2023). Revenue: CN¥5.07b (up 1.0% from 2Q 2023). Net income: CN¥90.9m (down 79% from 2Q 2023). Profit margin: 1.8% (down from 8.8% in 2Q 2023). Revenue is forecast to grow 17% 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 48% per year but the company’s share price has only fallen by 38% per year, which means it has not declined as severely as earnings.공시 • Jun 28Ningbo Shanshan Co.,Ltd. to Report First Half, 2024 Results on Aug 30, 2024Ningbo Shanshan Co.,Ltd. announced that they will report first half, 2024 results on Aug 30, 2024공시 • Jun 08Ningbo Shanshan Co.,Ltd. (SHSE:600884) announces an Equity Buyback for CNY 400 million worth of its shares.Ningbo Shanshan Co.,Ltd. (SHSE:600884) announces a share repurchase program. Under the program, the company will repurchase up to CNY 400 million worth of its shares. The shares will be purchased at a price not exceeding CNY 16.60 per share. The purpose of the program is to protect the company's value and shareholders' rights. The repurchased shares will be sold in accordance with relevant regulations, and the part that is not sold after the deadline will be cancelled according to law.. The program will be valid for 3 months.Declared Dividend • Jun 03Dividend reduced to CN¥0.20Dividend of CN¥0.20 is 33% lower than last year. Ex-date: 6th June 2024 Payment date: 6th June 2024 Dividend yield will be 1.9%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is not covered by earnings (382% earnings payout ratio) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 25% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 325% to bring the payout ratio under control. EPS is expected to grow by 224% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.Reported Earnings • Apr 27First quarter 2024 earnings released: CN¥0.033 loss per share (vs CN¥0.29 profit in 1Q 2023)First quarter 2024 results: CN¥0.033 loss per share (down from CN¥0.29 profit in 1Q 2023). Revenue: CN¥3.75b (down 16% from 1Q 2023). Net loss: CN¥73.3m (down 113% from profit in 1Q 2023). Revenue is forecast to grow 20% 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 23% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.공시 • Apr 27Ningbo Shanshan Co.,Ltd., Annual General Meeting, May 16, 2024Ningbo Shanshan Co.,Ltd., Annual General Meeting, May 16, 2024, at 13:30 China Standard Time. Location: 28F, No. 777, Rili Middle Road, Yinzhou District, Ningbo, Zhejiang China공시 • Mar 30Ningbo Shanshan Co.,Ltd. to Report Q1, 2024 Results on Apr 26, 2024Ningbo Shanshan Co.,Ltd. announced that they will report Q1, 2024 results on Apr 26, 2024공시 • Feb 07Ningbo Shanshan Co.,Ltd. (SHSE:600884) announces an Equity Buyback for CNY 500 million worth of its shares.Ningbo Shanshan Co.,Ltd. (SHSE:600884) announces a share repurchase program. Under the program, the company will repurchase up to CNY 500 million worth of its shares. The shares will be purchased at a price not exceeding CNY 18.60 per share. The purpose of the program is to maintain the company’s value and safeguard the rights and interests of shareholders. The program will be valid for 3 months.Valuation Update With 7 Day Price Move • Feb 02Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to CN¥9.40, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 13x in the Chemicals industry in China. Total loss to shareholders of 37% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥5.01 per share.공시 • Dec 30Ningbo Shanshan Co.,Ltd. to Report Fiscal Year 2023 Results on Apr 26, 2024Ningbo Shanshan Co.,Ltd. announced that they will report fiscal year 2023 results on Apr 26, 2024New Risk • Nov 02New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Currently running at an operating cash loss. This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). High level of non-cash earnings (33% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (8.2% net profit margin).Reported Earnings • Nov 02Third quarter 2023 earnings released: EPS: CN¥0.11 (vs CN¥0.25 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.11 (down from CN¥0.25 in 3Q 2022). Revenue: CN¥5.24b (up 3.4% from 3Q 2022). Net income: CN¥189.1m (down 66% from 3Q 2022). Profit margin: 3.6% (down from 11% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Board Change • Oct 18Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 10 experienced directors. 1 highly experienced director. 4 independent directors (5 non-independent directors). Independent director Yan Xiu Xu was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Aug 30Second quarter 2023 earnings released: EPS: CN¥0.25 (vs CN¥0.40 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.25 (down from CN¥0.40 in 2Q 2022). Revenue: CN¥5.02b (down 13% from 2Q 2022). Net income: CN¥440.5m (down 48% from 2Q 2022). Profit margin: 8.8% (down from 15% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 22% 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 44% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Reported Earnings • Apr 24Full year 2022 earnings released: EPS: CN¥1.23 (vs CN¥2.04 in FY 2021)Full year 2022 results: EPS: CN¥1.23 (down from CN¥2.04 in FY 2021). Revenue: CN¥21.7b (up 4.8% from FY 2021). Net income: CN¥2.69b (down 19% from FY 2021). Profit margin: 12% (down from 16% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% 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 76% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 11 experienced directors. 1 highly experienced director. 5 independent directors (7 non-independent directors). Vice Chairman Wei Zhuang was the last director to join the board, commencing their role in 2011. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: CN¥0.25 (vs CN¥1.22 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.25 (down from CN¥1.22 in 3Q 2021). Revenue: CN¥5.07b (down 12% from 3Q 2021). Net income: CN¥547.7m (down 73% from 3Q 2021). Profit margin: 11% (down from 35% in 3Q 2021). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 17% 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 89% per year but the company’s share price has only increased by 39% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 12Second quarter 2022 earnings released: EPS: CN¥0.40 (vs CN¥0.28 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.40 (up from CN¥0.28 in 2Q 2021). Revenue: CN¥5.74b (down 3.4% from 2Q 2021). Net income: CN¥854.1m (up 87% from 2Q 2021). Profit margin: 15% (up from 7.7% in 2Q 2021). The increase in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 15%, compared to a 41% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has only increased by 60% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jun 29Investor sentiment improved over the past weekAfter last week's 20% share price gain to CN¥31.80, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 18x in the Chemicals industry in China. Total returns to shareholders of 311% over the past three years.Reported Earnings • Apr 29First quarter 2022 earnings released: EPS: CN¥0.38 (vs CN¥0.19 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.38 (up from CN¥0.19 in 1Q 2021). Revenue: CN¥5.03b (up 26% from 1Q 2021). Net income: CN¥807.1m (up 167% from 1Q 2021). Profit margin: 16% (up from 7.6% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 5.9%, compared to a 42% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. 4 highly experienced directors. 3 independent directors (7 non-independent directors). Director Guanghua Chen was the last director to join the board, commencing their role in 2011. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Oct 28Third quarter 2021 earnings released: EPS CN¥1.22 (vs CN¥0.12 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥5.77b (up 145% from 3Q 2020). Net income: CN¥2.01b (up CN¥1.84b from 3Q 2020). Profit margin: 35% (up from 7.5% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 67% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Oct 16Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥38.30, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 19x in the Chemicals industry in China. Total returns to shareholders of 344% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥23.25 per share.Reported Earnings • Aug 11Second quarter 2021 earnings released: EPS CN¥0.28 (vs CN¥0.21 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2021 results: Revenue: CN¥5.95b (up 199% from 2Q 2020). Net income: CN¥457.4m (up 149% from 2Q 2020). Profit margin: 7.7% (down from 9.2% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has increased by 36% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Jul 09Investor sentiment improved over the past weekAfter last week's 22% share price gain to CN¥27.47, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 19x in the Chemicals industry in China. Total returns to shareholders of 110% over the past three years.Valuation Update With 7 Day Price Move • Jun 09Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥20.32, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 18x in the Chemicals industry in China. Total returns to shareholders of 39% over the past three years.Reported Earnings • Apr 30First quarter 2021 earnings released: EPS CN¥0.19 (vs CN¥0.052 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¥4.00b (up 227% from 1Q 2020). Net income: CN¥302.3m (up CN¥386.0m from 1Q 2020). Profit margin: 7.6% (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 57% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.Reported Earnings • Apr 04Full year 2020 earnings released: EPS CN¥0.097 (vs CN¥0.17 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥8.22b (down 5.3% from FY 2019). Net income: CN¥138.0m (down 49% from FY 2019). Profit margin: 1.7% (down from 3.1% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Is New 90 Day High Low • Dec 25New 90-day high: CN¥19.02The company is up 84% from its price of CN¥10.33 on 25 September 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥0.90 per share.Is New 90 Day High Low • Dec 10New 90-day high: CN¥16.08The company is up 58% from its price of CN¥10.20 on 11 September 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥0.90 per share.Is New 90 Day High Low • Nov 17New 90-day high: CN¥13.23The company is up 2.0% from its price of CN¥12.95 on 19 August 2020. The Chinese market is down 3.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Chemicals industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥0.81 per share.Reported Earnings • Oct 28Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥259.7m, down 25% from the prior year. Total revenue was CN¥7.73b over the last 12 months, down 14% from the prior year.이익 및 매출 성장 예측XSSC:600884 - 애널리스트 향후 추정치 및 과거 재무 데이터 (CNY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202819,8641,3673,450N/A112/31/202725,4781,363-7143,156212/31/202623,390536-8842,59913/31/202622,1637561,6112,536N/A12/31/202521,5874586902,259N/A9/30/202520,205-1076203,212N/A6/30/202519,718-177-1252,632N/A3/31/202519,732-261-2,5061,385N/A12/31/202418,680-367-1,9661,860N/A9/30/202417,645-414-1,3292,355N/A6/30/202418,422-230-2,8801,957N/A3/31/202418,373119-3,5941,452N/A12/31/202319,070765-6,162-198N/A9/30/202320,5701,685-8,123-2,837N/A6/30/202320,3972,043-7,192-2,518N/A3/31/202321,1222,457-5,126-926N/A12/31/202221,7022,691-3,798506N/A9/30/202220,8282,775-1,2902,304N/A6/30/202221,5254,241-2922,748N/A3/31/202221,7303,844-2,185771N/A12/31/202120,6993,340-1,743-364N/A9/30/202118,3652,634-2,474-662N/A6/30/202114,952798-2,765-1,199N/A3/31/202110,993524-1,248-605N/A12/31/20208,216138-314329N/A9/30/20207,7282605321,308N/A6/30/20207,4491512711,482N/A3/31/20207,870151-4121,205N/A12/31/20198,680270N/A886N/A9/30/20198,986349N/A573N/A6/30/20199,007869N/A449N/A3/31/20199,0721,001N/A551N/A12/31/20188,8531,115N/A540N/A9/30/20188,0091,482N/A-320N/A6/30/20188,7061,023N/A-646N/A3/31/20188,546962N/A-469N/A12/31/20178,271896N/A-381N/A9/30/20178,252503N/A-241N/A6/30/20176,886445N/A-246N/A3/31/20175,889370N/A-678N/A12/31/20165,475330N/A-578N/A9/30/20165,723320N/A-812N/A6/30/20165,499304N/A-629N/A3/31/20165,209410N/A-364N/A12/31/20154,928691N/A-131N/A9/30/20153,953864N/A-239N/A6/30/20153,657841N/A-237N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 600884 의 연간 예상 수익 증가율(28.8%)이 saving rate(2.4%)보다 높습니다.수익 vs 시장: 600884 의 연간 수익(28.8%)이 CN 시장(26.8%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 600884 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: 600884 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -0.2%).고성장 매출: 600884 의 수익은 향후 3년 동안 감소할 것으로 예상됩니다(연간 -0.2%).주당순이익 성장 예측향후 자기자본이익률미래 ROE: 600884의 자본 수익률은 3년 후 5.5%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YMaterials 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/10 14:42종가2026/06/10 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Ningbo Shanshan Co.,Ltd.는 9명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Jiancong YuanCitic Securities Co., Ltd.Dongying WuCitigroup Incnull nullCLSA6명의 분석가 더 보기
Board Change • May 20Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 9 experienced directors. 2 highly experienced directors. 4 independent directors (7 non-independent directors). Independent Director Yunfeng Zhang was the last independent director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
공시 • Apr 30Ningbo Shanshan Co.,Ltd., Annual General Meeting, May 20, 2026Ningbo Shanshan Co.,Ltd., Annual General Meeting, May 20, 2026, at 13:30 China Standard Time. Location: 28F, No. 777, Rili Middle Road, Yinzhou District, Ningbo, Zhejiang China
공시 • Mar 30Ningbo Shanshan Co.,Ltd. to Report Q1, 2026 Results on Apr 30, 2026Ningbo Shanshan Co.,Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026
공시 • Dec 26Ningbo Shanshan Co.,Ltd. to Report Fiscal Year 2025 Results on Apr 30, 2026Ningbo Shanshan Co.,Ltd. announced that they will report fiscal year 2025 results on Apr 30, 2026
공시 • Sep 30Ningbo Shanshan Co.,Ltd. to Report Q3, 2025 Results on Oct 31, 2025Ningbo Shanshan Co.,Ltd. announced that they will report Q3, 2025 results on Oct 31, 2025
공시 • Jun 30Ningbo Shanshan Co.,Ltd. to Report First Half, 2025 Results on Aug 30, 2025Ningbo Shanshan Co.,Ltd. announced that they will report first half, 2025 results on Aug 30, 2025
공시 • Apr 26Ningbo Shanshan Co.,Ltd., Annual General Meeting, May 16, 2025Ningbo Shanshan Co.,Ltd., Annual General Meeting, May 16, 2025, at 13:30 China Standard Time. Location: 28F, No. 777, Rili Middle Road, Yinzhou District, Ningbo, Zhejiang China
공시 • Mar 28Ningbo Shanshan Co.,Ltd. to Report Q1, 2025 Results on Apr 26, 2025Ningbo Shanshan Co.,Ltd. announced that they will report Q1, 2025 results on Apr 26, 2025
공시 • Dec 27Ningbo Shanshan Co.,Ltd. to Report Fiscal Year 2024 Results on Apr 26, 2025Ningbo Shanshan Co.,Ltd. announced that they will report fiscal year 2024 results on Apr 26, 2025
Reported Earnings • Oct 31Third quarter 2024 earnings released: EPS: CN¥0.003 (vs CN¥0.11 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.003 (down from CN¥0.11 in 3Q 2023). Revenue: CN¥4.46b (down 15% from 3Q 2023). Net income: CN¥5.64m (down 97% from 3Q 2023). Profit margin: 0.1% (down from 3.6% in 3Q 2023). Revenue is forecast to grow 19% 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, the company's share price growth rate has exceeded its earnings growth rate by 35 percentage points per year, which is a significant difference in performance.
공시 • Sep 30Ningbo Shanshan Co.,Ltd. to Report Q3, 2024 Results on Oct 31, 2024Ningbo Shanshan Co.,Ltd. announced that they will report Q3, 2024 results on Oct 31, 2024
Reported Earnings • Aug 31Second quarter 2024 earnings released: EPS: CN¥0.042 (vs CN¥0.25 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.042 (down from CN¥0.25 in 2Q 2023). Revenue: CN¥5.07b (up 1.0% from 2Q 2023). Net income: CN¥90.9m (down 79% from 2Q 2023). Profit margin: 1.8% (down from 8.8% in 2Q 2023). Revenue is forecast to grow 17% 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 48% per year but the company’s share price has only fallen by 38% per year, which means it has not declined as severely as earnings.
공시 • Jun 28Ningbo Shanshan Co.,Ltd. to Report First Half, 2024 Results on Aug 30, 2024Ningbo Shanshan Co.,Ltd. announced that they will report first half, 2024 results on Aug 30, 2024
공시 • Jun 08Ningbo Shanshan Co.,Ltd. (SHSE:600884) announces an Equity Buyback for CNY 400 million worth of its shares.Ningbo Shanshan Co.,Ltd. (SHSE:600884) announces a share repurchase program. Under the program, the company will repurchase up to CNY 400 million worth of its shares. The shares will be purchased at a price not exceeding CNY 16.60 per share. The purpose of the program is to protect the company's value and shareholders' rights. The repurchased shares will be sold in accordance with relevant regulations, and the part that is not sold after the deadline will be cancelled according to law.. The program will be valid for 3 months.
Declared Dividend • Jun 03Dividend reduced to CN¥0.20Dividend of CN¥0.20 is 33% lower than last year. Ex-date: 6th June 2024 Payment date: 6th June 2024 Dividend yield will be 1.9%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is not covered by earnings (382% earnings payout ratio) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 25% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 325% to bring the payout ratio under control. EPS is expected to grow by 224% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
Reported Earnings • Apr 27First quarter 2024 earnings released: CN¥0.033 loss per share (vs CN¥0.29 profit in 1Q 2023)First quarter 2024 results: CN¥0.033 loss per share (down from CN¥0.29 profit in 1Q 2023). Revenue: CN¥3.75b (down 16% from 1Q 2023). Net loss: CN¥73.3m (down 113% from profit in 1Q 2023). Revenue is forecast to grow 20% 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 23% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.
공시 • Apr 27Ningbo Shanshan Co.,Ltd., Annual General Meeting, May 16, 2024Ningbo Shanshan Co.,Ltd., Annual General Meeting, May 16, 2024, at 13:30 China Standard Time. Location: 28F, No. 777, Rili Middle Road, Yinzhou District, Ningbo, Zhejiang China
공시 • Mar 30Ningbo Shanshan Co.,Ltd. to Report Q1, 2024 Results on Apr 26, 2024Ningbo Shanshan Co.,Ltd. announced that they will report Q1, 2024 results on Apr 26, 2024
공시 • Feb 07Ningbo Shanshan Co.,Ltd. (SHSE:600884) announces an Equity Buyback for CNY 500 million worth of its shares.Ningbo Shanshan Co.,Ltd. (SHSE:600884) announces a share repurchase program. Under the program, the company will repurchase up to CNY 500 million worth of its shares. The shares will be purchased at a price not exceeding CNY 18.60 per share. The purpose of the program is to maintain the company’s value and safeguard the rights and interests of shareholders. The program will be valid for 3 months.
Valuation Update With 7 Day Price Move • Feb 02Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to CN¥9.40, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 13x in the Chemicals industry in China. Total loss to shareholders of 37% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥5.01 per share.
공시 • Dec 30Ningbo Shanshan Co.,Ltd. to Report Fiscal Year 2023 Results on Apr 26, 2024Ningbo Shanshan Co.,Ltd. announced that they will report fiscal year 2023 results on Apr 26, 2024
New Risk • Nov 02New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Currently running at an operating cash loss. This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). High level of non-cash earnings (33% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (8.2% net profit margin).
Reported Earnings • Nov 02Third quarter 2023 earnings released: EPS: CN¥0.11 (vs CN¥0.25 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.11 (down from CN¥0.25 in 3Q 2022). Revenue: CN¥5.24b (up 3.4% from 3Q 2022). Net income: CN¥189.1m (down 66% from 3Q 2022). Profit margin: 3.6% (down from 11% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Board Change • Oct 18Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 10 experienced directors. 1 highly experienced director. 4 independent directors (5 non-independent directors). Independent director Yan Xiu Xu was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Aug 30Second quarter 2023 earnings released: EPS: CN¥0.25 (vs CN¥0.40 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.25 (down from CN¥0.40 in 2Q 2022). Revenue: CN¥5.02b (down 13% from 2Q 2022). Net income: CN¥440.5m (down 48% from 2Q 2022). Profit margin: 8.8% (down from 15% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 22% 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 44% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Apr 24Full year 2022 earnings released: EPS: CN¥1.23 (vs CN¥2.04 in FY 2021)Full year 2022 results: EPS: CN¥1.23 (down from CN¥2.04 in FY 2021). Revenue: CN¥21.7b (up 4.8% from FY 2021). Net income: CN¥2.69b (down 19% from FY 2021). Profit margin: 12% (down from 16% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% 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 76% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 11 experienced directors. 1 highly experienced director. 5 independent directors (7 non-independent directors). Vice Chairman Wei Zhuang was the last director to join the board, commencing their role in 2011. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: CN¥0.25 (vs CN¥1.22 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.25 (down from CN¥1.22 in 3Q 2021). Revenue: CN¥5.07b (down 12% from 3Q 2021). Net income: CN¥547.7m (down 73% from 3Q 2021). Profit margin: 11% (down from 35% in 3Q 2021). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 17% 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 89% per year but the company’s share price has only increased by 39% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 12Second quarter 2022 earnings released: EPS: CN¥0.40 (vs CN¥0.28 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.40 (up from CN¥0.28 in 2Q 2021). Revenue: CN¥5.74b (down 3.4% from 2Q 2021). Net income: CN¥854.1m (up 87% from 2Q 2021). Profit margin: 15% (up from 7.7% in 2Q 2021). The increase in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 15%, compared to a 41% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has only increased by 60% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jun 29Investor sentiment improved over the past weekAfter last week's 20% share price gain to CN¥31.80, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 18x in the Chemicals industry in China. Total returns to shareholders of 311% over the past three years.
Reported Earnings • Apr 29First quarter 2022 earnings released: EPS: CN¥0.38 (vs CN¥0.19 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.38 (up from CN¥0.19 in 1Q 2021). Revenue: CN¥5.03b (up 26% from 1Q 2021). Net income: CN¥807.1m (up 167% from 1Q 2021). Profit margin: 16% (up from 7.6% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 5.9%, compared to a 42% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. 4 highly experienced directors. 3 independent directors (7 non-independent directors). Director Guanghua Chen was the last director to join the board, commencing their role in 2011. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Oct 28Third quarter 2021 earnings released: EPS CN¥1.22 (vs CN¥0.12 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥5.77b (up 145% from 3Q 2020). Net income: CN¥2.01b (up CN¥1.84b from 3Q 2020). Profit margin: 35% (up from 7.5% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 67% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Oct 16Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥38.30, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 19x in the Chemicals industry in China. Total returns to shareholders of 344% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥23.25 per share.
Reported Earnings • Aug 11Second quarter 2021 earnings released: EPS CN¥0.28 (vs CN¥0.21 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2021 results: Revenue: CN¥5.95b (up 199% from 2Q 2020). Net income: CN¥457.4m (up 149% from 2Q 2020). Profit margin: 7.7% (down from 9.2% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has increased by 36% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Jul 09Investor sentiment improved over the past weekAfter last week's 22% share price gain to CN¥27.47, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 19x in the Chemicals industry in China. Total returns to shareholders of 110% over the past three years.
Valuation Update With 7 Day Price Move • Jun 09Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥20.32, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 18x in the Chemicals industry in China. Total returns to shareholders of 39% over the past three years.
Reported Earnings • Apr 30First quarter 2021 earnings released: EPS CN¥0.19 (vs CN¥0.052 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¥4.00b (up 227% from 1Q 2020). Net income: CN¥302.3m (up CN¥386.0m from 1Q 2020). Profit margin: 7.6% (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 57% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
Reported Earnings • Apr 04Full year 2020 earnings released: EPS CN¥0.097 (vs CN¥0.17 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥8.22b (down 5.3% from FY 2019). Net income: CN¥138.0m (down 49% from FY 2019). Profit margin: 1.7% (down from 3.1% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Is New 90 Day High Low • Dec 25New 90-day high: CN¥19.02The company is up 84% from its price of CN¥10.33 on 25 September 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥0.90 per share.
Is New 90 Day High Low • Dec 10New 90-day high: CN¥16.08The company is up 58% from its price of CN¥10.20 on 11 September 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥0.90 per share.
Is New 90 Day High Low • Nov 17New 90-day high: CN¥13.23The company is up 2.0% from its price of CN¥12.95 on 19 August 2020. The Chinese market is down 3.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Chemicals industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥0.81 per share.
Reported Earnings • Oct 28Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥259.7m, down 25% from the prior year. Total revenue was CN¥7.73b over the last 12 months, down 14% from the prior year.