View ValuationBIWIN Storage Technology 향후 성장Future 기준 점검 4/6BIWIN Storage Technology (는) 각각 연간 15.9% 및 24.2% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 15.6% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 35.8% 로 예상됩니다.핵심 정보15.9%이익 성장률15.59%EPS 성장률Semiconductor 이익 성장46.6%매출 성장률24.2%향후 자기자본이익률35.82%애널리스트 커버리지Low마지막 업데이트27 Apr 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updatesValuation Update With 7 Day Price Move • May 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥311, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 54x in the Semiconductor industry in China. Total returns to shareholders of 320% over the past three years.Reported Earnings • Apr 17First quarter 2026 earnings released: EPS: CN¥6.21 (vs CN¥0.46 loss in 1Q 2025)First quarter 2026 results: EPS: CN¥6.21 (up from CN¥0.46 loss in 1Q 2025). Revenue: CN¥6.81b (up 342% from 1Q 2025). Net income: CN¥2.90b (up CN¥3.10b from 1Q 2025). Profit margin: 43% (up from net loss in 1Q 2025). The move to profitability was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 26% growth forecast for the Semiconductor industry in China. Over the last 3 years on average, earnings per share has increased by 124% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth.공시 • Apr 17BIWIN Storage Technology Co., Ltd., Annual General Meeting, May 07, 2026BIWIN Storage Technology Co., Ltd., Annual General Meeting, May 07, 2026, at 14:00 China Standard Time. Location: 3F, Building 2, No. 3370, Liuxian Avenue, Nanshan District, Shenzhen, Guangdong China공시 • Mar 30BIWIN Storage Technology Co., Ltd. to Report Q1, 2026 Results on Apr 16, 2026BIWIN Storage Technology Co., Ltd. announced that they will report Q1, 2026 results on Apr 16, 2026Reported Earnings • Mar 05Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: CN¥1.90 (up from CN¥0.37 in FY 2024). Revenue: CN¥11.3b (up 69% from FY 2024). Net income: CN¥866.7m (up 438% from FY 2024). Profit margin: 7.7% (up from 2.4% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 12%. Earnings per share (EPS) also surpassed analyst estimates significantly. Revenue is forecast to grow 19% p.a. on average during the next 2 years, compared to a 26% growth forecast for the Semiconductor industry in China. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has increased by 77% per year, which means it is tracking significantly ahead of earnings growth.공시 • Dec 26BIWIN Storage Technology Co., Ltd. to Report Fiscal Year 2025 Results on Mar 20, 2026BIWIN Storage Technology Co., Ltd. announced that they will report fiscal year 2025 results on Mar 20, 2026Reported Earnings • Oct 31Third quarter 2025 earnings released: EPS: CN¥0.61 (vs CN¥0.12 loss in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.61 (up from CN¥0.12 loss in 3Q 2024). Revenue: CN¥2.66b (up 68% from 3Q 2024). Net income: CN¥256.2m (up CN¥311.5m from 3Q 2024). Profit margin: 9.6% (up from net loss in 3Q 2024). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 26% growth forecast for the Semiconductor industry in China.공시 • Sep 30BIWIN Storage Technology Co., Ltd. to Report Q3, 2025 Results on Oct 31, 2025BIWIN Storage Technology Co., Ltd. announced that they will report Q3, 2025 results on Oct 31, 2025New Risk • Sep 12New 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: Minor Risks Less than 1 year of cash runway based on current free cash flow (-CN¥2.5b). Share price has been volatile over the past 3 months (7.0% average weekly change).Reported Earnings • Aug 14Second quarter 2025 earnings released: CN¥0.062 loss per share (vs CN¥0.26 profit in 2Q 2024)Second quarter 2025 results: CN¥0.062 loss per share (down from CN¥0.26 profit in 2Q 2024). Revenue: CN¥2.37b (up 38% from 2Q 2024). Net loss: CN¥28.3m (down 124% from profit in 2Q 2024). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Semiconductor industry in China.공시 • Jun 30BIWIN Storage Technology Co., Ltd. to Report First Half, 2025 Results on Aug 11, 2025BIWIN Storage Technology Co., Ltd. announced that they will report first half, 2025 results on Aug 11, 2025Reported Earnings • May 02First quarter 2025 earnings released: CN¥0.46 loss per share (vs CN¥0.39 profit in 1Q 2024)First quarter 2025 results: CN¥0.46 loss per share (down from CN¥0.39 profit in 1Q 2024). Revenue: CN¥1.54b (down 11% from 1Q 2024). Net loss: CN¥197.5m (down 218% from profit in 1Q 2024). Revenue is forecast to grow 29% p.a. on average during the next 2 years, compared to a 24% growth forecast for the Semiconductor industry in China.공시 • Apr 30BIWIN Storage Technology Co., Ltd., Annual General Meeting, May 22, 2025BIWIN Storage Technology Co., Ltd., Annual General Meeting, May 22, 2025, at 14:00 China Standard Time.공시 • Mar 28BIWIN Storage Technology Co., Ltd. to Report Q1, 2025 Results on Apr 30, 2025BIWIN Storage Technology Co., Ltd. announced that they will report Q1, 2025 results on Apr 30, 2025New Risk • Mar 16New 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 8.2% 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 Interest payments are not well covered by earnings (1.2x net interest cover). Minor Risk Share price has been volatile over the past 3 months (8.2% average weekly change).Reported Earnings • Mar 03Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: CN¥0.39 (up from CN¥1.45 loss in FY 2023). Revenue: CN¥6.70b (up 87% from FY 2023). Net income: CN¥175.7m (up CN¥800.0m from FY 2023). Profit margin: 2.6% (up from net loss in FY 2023). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) missed analyst estimates by 37%. Revenue is forecast to grow 20% p.a. on average during the next 2 years, compared to a 24% growth forecast for the Semiconductor industry in China.공시 • Dec 27BIWIN Storage Technology Co., Ltd. to Report Fiscal Year 2024 Results on Apr 30, 2025BIWIN Storage Technology Co., Ltd. announced that they will report fiscal year 2024 results on Apr 30, 2025Board Change • Nov 29Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Director Xin Chen was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.New Risk • Oct 31New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 8.5% 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 (8.5% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risk Large one-off items impacting financial results.New Risk • Sep 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 9.3% 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. This is currently the only risk that has been identified for the company.공시 • Sep 30BIWIN Storage Technology Co., Ltd. to Report Q3, 2024 Results on Oct 31, 2024BIWIN Storage Technology Co., Ltd. announced that they will report Q3, 2024 results on Oct 31, 2024Reported Earnings • Aug 23Second quarter 2024 earnings released: EPS: CN¥0.26 (vs CN¥0.36 loss in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.26 (up from CN¥0.36 loss in 2Q 2023). Revenue: CN¥1.71b (up 137% from 2Q 2023). Net income: CN¥115.8m (up CN¥286.3m from 2Q 2023). Profit margin: 6.8% (up from net loss in 2Q 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Semiconductor industry in China.공시 • Jun 29BIWIN Storage Technology Co., Ltd. to Report First Half, 2024 Results on Aug 23, 2024BIWIN Storage Technology Co., Ltd. announced that they will report first half, 2024 results on Aug 23, 2024공시 • Jun 06Biwin Storage Technology Unveils New Consumer Brand at Computex 2024Biwin Storage Technology announced the global launch of its own consumer brand of personal storage and DRAM solutions at Computex 2024. At Computex 2024, Biwin will showcase a range of innovative consumer products: State-of-the-Art Technologies: Featuring the latest LPCAMM2, DDR5, and PCIe NVME generations. Internal SSDs and DRAM: Perfect for upgrading PCs and devices for gaming, work, or fun. Portable storage: anywhere, anytime SSDs and USB with fashionable design. Memory Cards: Designed for photographers, content creators, and handheld devices. Accessories & software: Card readers, storage management software and more. In addition to the Biwin brand for mainstream use, the company will introduce two new product lines named after precious gemstones: Biwin Black Opal: Especially designed for serious gamers, enthusiasts, modders and overclockers seeking top-tier performance. Biwin Amber: Ideal for professionals on the go who require superior mobile storage and memory solutions.New Risk • May 12New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -CN¥2.4b This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-CN¥2.4b free cash flow). Share price has been highly volatile over the past 3 months (14% average weekly change). Earnings have declined by 61% per year over the past 5 years.Reported Earnings • May 01Full year 2023 earnings released: CN¥1.45 loss per share (vs CN¥0.18 profit in FY 2022)Full year 2023 results: CN¥1.45 loss per share (down from CN¥0.18 profit in FY 2022). Revenue: CN¥3.59b (up 20% from FY 2022). Net loss: CN¥624.4m (down CN¥695.6m from profit in FY 2022). Revenue is forecast to grow 42% p.a. on average during the next 2 years, compared to a 23% growth forecast for the Semiconductor industry in China.공시 • May 01BIWIN Storage Technology Co., Ltd., Annual General Meeting, May 20, 2024BIWIN Storage Technology Co., Ltd., Annual General Meeting, May 20, 2024, at 14:00 China Standard Time. Location: 3F, Building T3, No. 3370, Liuxian Avenue, Nanshan District, Shenzhen, Guangdong China공시 • Mar 29BIWIN Storage Technology Co., Ltd. to Report Q1, 2024 Results on Apr 30, 2024BIWIN Storage Technology Co., Ltd. announced that they will report Q1, 2024 results on Apr 30, 2024Reported Earnings • Feb 24Full year 2023 earnings released: CN¥1.37 loss per share (vs CN¥0.18 profit in FY 2022)Full year 2023 results: CN¥1.37 loss per share (down from CN¥0.18 profit in FY 2022). Revenue: CN¥3.62b (up 21% from FY 2022). Net loss: CN¥588.0m (down CN¥659.3m from profit in FY 2022).New Risk • Dec 04New 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 8.5% 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 Share price has been highly volatile over the past 3 months (8.5% average weekly change). Earnings have declined by 27% per year over the past 5 years.New Risk • Aug 31New major risk - Revenue and earnings growthEarnings have declined by 3.0% 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 Share price has been highly volatile over the past 3 months (10% average weekly change). Earnings have declined by 3.0% per year over the past 5 years.이익 및 매출 성장 예측SHSE:688525 - 애널리스트 향후 추정치 및 과거 재무 데이터 (CNY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202836,3397,342N/A5,240112/31/202725,9325,488N/A4,326212/31/202625,5467,227N/A4,76113/31/202616,5733,950-5,961-4,528N/A12/31/202511,302853-3,486-1,965N/A9/30/20258,245-36-2,854-1,447N/A6/30/20257,167-348-2,495-819N/A3/31/20256,512-204-1,279-118N/A12/31/20246,695161-437532N/A9/30/20246,49388-469357N/A6/30/20245,883-45-609-131N/A3/31/20244,892-331-1,249-814N/A12/31/20233,591-624-2,383-1,966N/A9/30/20232,923-489-2,621-2,247N/A6/30/20232,750-275-1,986-1,651N/A3/31/20232,709-70-1,454-1,181N/A12/31/20222,98671-959-693N/A9/30/20222,74877N/AN/AN/A12/31/20212,609117-792-488N/A12/31/20201,64227-431-272N/A12/31/20191,17419N/A-118N/A12/31/20181,275-136N/A25N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 688525 의 연간 예상 수익 증가율(15.9%)이 saving rate(2.4%)보다 높습니다.수익 vs 시장: 688525 의 연간 수익(15.9%)이 CN 시장(27.2%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: 688525 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 688525 의 수익(연간 24.2%)이 CN 시장(연간 16.2%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 688525 의 수익(연간 24.2%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 688525의 자본 수익률은 3년 후 35.8%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YSemiconductors 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/24 02:22종가2026/05/22 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스BIWIN Storage Technology Co., Ltd.는 3명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관null nullCitic Securities Co., Ltd.Tao XuCitic Securities Co., Ltd.Kang YaoIndustrial Securities Co. Ltd.
Valuation Update With 7 Day Price Move • May 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥311, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 54x in the Semiconductor industry in China. Total returns to shareholders of 320% over the past three years.
Reported Earnings • Apr 17First quarter 2026 earnings released: EPS: CN¥6.21 (vs CN¥0.46 loss in 1Q 2025)First quarter 2026 results: EPS: CN¥6.21 (up from CN¥0.46 loss in 1Q 2025). Revenue: CN¥6.81b (up 342% from 1Q 2025). Net income: CN¥2.90b (up CN¥3.10b from 1Q 2025). Profit margin: 43% (up from net loss in 1Q 2025). The move to profitability was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 26% growth forecast for the Semiconductor industry in China. Over the last 3 years on average, earnings per share has increased by 124% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth.
공시 • Apr 17BIWIN Storage Technology Co., Ltd., Annual General Meeting, May 07, 2026BIWIN Storage Technology Co., Ltd., Annual General Meeting, May 07, 2026, at 14:00 China Standard Time. Location: 3F, Building 2, No. 3370, Liuxian Avenue, Nanshan District, Shenzhen, Guangdong China
공시 • Mar 30BIWIN Storage Technology Co., Ltd. to Report Q1, 2026 Results on Apr 16, 2026BIWIN Storage Technology Co., Ltd. announced that they will report Q1, 2026 results on Apr 16, 2026
Reported Earnings • Mar 05Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: CN¥1.90 (up from CN¥0.37 in FY 2024). Revenue: CN¥11.3b (up 69% from FY 2024). Net income: CN¥866.7m (up 438% from FY 2024). Profit margin: 7.7% (up from 2.4% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 12%. Earnings per share (EPS) also surpassed analyst estimates significantly. Revenue is forecast to grow 19% p.a. on average during the next 2 years, compared to a 26% growth forecast for the Semiconductor industry in China. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has increased by 77% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Dec 26BIWIN Storage Technology Co., Ltd. to Report Fiscal Year 2025 Results on Mar 20, 2026BIWIN Storage Technology Co., Ltd. announced that they will report fiscal year 2025 results on Mar 20, 2026
Reported Earnings • Oct 31Third quarter 2025 earnings released: EPS: CN¥0.61 (vs CN¥0.12 loss in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.61 (up from CN¥0.12 loss in 3Q 2024). Revenue: CN¥2.66b (up 68% from 3Q 2024). Net income: CN¥256.2m (up CN¥311.5m from 3Q 2024). Profit margin: 9.6% (up from net loss in 3Q 2024). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 26% growth forecast for the Semiconductor industry in China.
공시 • Sep 30BIWIN Storage Technology Co., Ltd. to Report Q3, 2025 Results on Oct 31, 2025BIWIN Storage Technology Co., Ltd. announced that they will report Q3, 2025 results on Oct 31, 2025
New Risk • Sep 12New 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: Minor Risks Less than 1 year of cash runway based on current free cash flow (-CN¥2.5b). Share price has been volatile over the past 3 months (7.0% average weekly change).
Reported Earnings • Aug 14Second quarter 2025 earnings released: CN¥0.062 loss per share (vs CN¥0.26 profit in 2Q 2024)Second quarter 2025 results: CN¥0.062 loss per share (down from CN¥0.26 profit in 2Q 2024). Revenue: CN¥2.37b (up 38% from 2Q 2024). Net loss: CN¥28.3m (down 124% from profit in 2Q 2024). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Semiconductor industry in China.
공시 • Jun 30BIWIN Storage Technology Co., Ltd. to Report First Half, 2025 Results on Aug 11, 2025BIWIN Storage Technology Co., Ltd. announced that they will report first half, 2025 results on Aug 11, 2025
Reported Earnings • May 02First quarter 2025 earnings released: CN¥0.46 loss per share (vs CN¥0.39 profit in 1Q 2024)First quarter 2025 results: CN¥0.46 loss per share (down from CN¥0.39 profit in 1Q 2024). Revenue: CN¥1.54b (down 11% from 1Q 2024). Net loss: CN¥197.5m (down 218% from profit in 1Q 2024). Revenue is forecast to grow 29% p.a. on average during the next 2 years, compared to a 24% growth forecast for the Semiconductor industry in China.
공시 • Apr 30BIWIN Storage Technology Co., Ltd., Annual General Meeting, May 22, 2025BIWIN Storage Technology Co., Ltd., Annual General Meeting, May 22, 2025, at 14:00 China Standard Time.
공시 • Mar 28BIWIN Storage Technology Co., Ltd. to Report Q1, 2025 Results on Apr 30, 2025BIWIN Storage Technology Co., Ltd. announced that they will report Q1, 2025 results on Apr 30, 2025
New Risk • Mar 16New 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 8.2% 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 Interest payments are not well covered by earnings (1.2x net interest cover). Minor Risk Share price has been volatile over the past 3 months (8.2% average weekly change).
Reported Earnings • Mar 03Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: CN¥0.39 (up from CN¥1.45 loss in FY 2023). Revenue: CN¥6.70b (up 87% from FY 2023). Net income: CN¥175.7m (up CN¥800.0m from FY 2023). Profit margin: 2.6% (up from net loss in FY 2023). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) missed analyst estimates by 37%. Revenue is forecast to grow 20% p.a. on average during the next 2 years, compared to a 24% growth forecast for the Semiconductor industry in China.
공시 • Dec 27BIWIN Storage Technology Co., Ltd. to Report Fiscal Year 2024 Results on Apr 30, 2025BIWIN Storage Technology Co., Ltd. announced that they will report fiscal year 2024 results on Apr 30, 2025
Board Change • Nov 29Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Director Xin Chen was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
New Risk • Oct 31New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 8.5% 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 (8.5% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risk Large one-off items impacting financial results.
New Risk • Sep 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 9.3% 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. This is currently the only risk that has been identified for the company.
공시 • Sep 30BIWIN Storage Technology Co., Ltd. to Report Q3, 2024 Results on Oct 31, 2024BIWIN Storage Technology Co., Ltd. announced that they will report Q3, 2024 results on Oct 31, 2024
Reported Earnings • Aug 23Second quarter 2024 earnings released: EPS: CN¥0.26 (vs CN¥0.36 loss in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.26 (up from CN¥0.36 loss in 2Q 2023). Revenue: CN¥1.71b (up 137% from 2Q 2023). Net income: CN¥115.8m (up CN¥286.3m from 2Q 2023). Profit margin: 6.8% (up from net loss in 2Q 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Semiconductor industry in China.
공시 • Jun 29BIWIN Storage Technology Co., Ltd. to Report First Half, 2024 Results on Aug 23, 2024BIWIN Storage Technology Co., Ltd. announced that they will report first half, 2024 results on Aug 23, 2024
공시 • Jun 06Biwin Storage Technology Unveils New Consumer Brand at Computex 2024Biwin Storage Technology announced the global launch of its own consumer brand of personal storage and DRAM solutions at Computex 2024. At Computex 2024, Biwin will showcase a range of innovative consumer products: State-of-the-Art Technologies: Featuring the latest LPCAMM2, DDR5, and PCIe NVME generations. Internal SSDs and DRAM: Perfect for upgrading PCs and devices for gaming, work, or fun. Portable storage: anywhere, anytime SSDs and USB with fashionable design. Memory Cards: Designed for photographers, content creators, and handheld devices. Accessories & software: Card readers, storage management software and more. In addition to the Biwin brand for mainstream use, the company will introduce two new product lines named after precious gemstones: Biwin Black Opal: Especially designed for serious gamers, enthusiasts, modders and overclockers seeking top-tier performance. Biwin Amber: Ideal for professionals on the go who require superior mobile storage and memory solutions.
New Risk • May 12New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -CN¥2.4b This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-CN¥2.4b free cash flow). Share price has been highly volatile over the past 3 months (14% average weekly change). Earnings have declined by 61% per year over the past 5 years.
Reported Earnings • May 01Full year 2023 earnings released: CN¥1.45 loss per share (vs CN¥0.18 profit in FY 2022)Full year 2023 results: CN¥1.45 loss per share (down from CN¥0.18 profit in FY 2022). Revenue: CN¥3.59b (up 20% from FY 2022). Net loss: CN¥624.4m (down CN¥695.6m from profit in FY 2022). Revenue is forecast to grow 42% p.a. on average during the next 2 years, compared to a 23% growth forecast for the Semiconductor industry in China.
공시 • May 01BIWIN Storage Technology Co., Ltd., Annual General Meeting, May 20, 2024BIWIN Storage Technology Co., Ltd., Annual General Meeting, May 20, 2024, at 14:00 China Standard Time. Location: 3F, Building T3, No. 3370, Liuxian Avenue, Nanshan District, Shenzhen, Guangdong China
공시 • Mar 29BIWIN Storage Technology Co., Ltd. to Report Q1, 2024 Results on Apr 30, 2024BIWIN Storage Technology Co., Ltd. announced that they will report Q1, 2024 results on Apr 30, 2024
Reported Earnings • Feb 24Full year 2023 earnings released: CN¥1.37 loss per share (vs CN¥0.18 profit in FY 2022)Full year 2023 results: CN¥1.37 loss per share (down from CN¥0.18 profit in FY 2022). Revenue: CN¥3.62b (up 21% from FY 2022). Net loss: CN¥588.0m (down CN¥659.3m from profit in FY 2022).
New Risk • Dec 04New 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 8.5% 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 Share price has been highly volatile over the past 3 months (8.5% average weekly change). Earnings have declined by 27% per year over the past 5 years.
New Risk • Aug 31New major risk - Revenue and earnings growthEarnings have declined by 3.0% 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 Share price has been highly volatile over the past 3 months (10% average weekly change). Earnings have declined by 3.0% per year over the past 5 years.