View ValuationIngenic SemiconductorLtd 향후 성장Future 기준 점검 5/6Ingenic SemiconductorLtd (는) 각각 연간 45.7% 및 33.4% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 45.7% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 17.5% 로 예상됩니다.핵심 정보45.7%이익 성장률45.68%EPS 성장률Semiconductor 이익 성장43.1%매출 성장률33.4%향후 자기자본이익률17.45%애널리스트 커버리지Low마지막 업데이트31 Jul 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updates공고 • Aug 11Ingenic Semiconductor Co.,Ltd. (SZSE:300223) announces an Equity Buyback for CNY 200 million worth of its shares.Ingenic Semiconductor Co.,Ltd. (SZSE:300223) announces a share repurchase program. Under the program, the company will repurchase up to CNY 200 million worth of its shares. The shares will be repurchased at CNY 220 per share. The purpose of the program is to use the repurchased shares for equity incentive or employee shareholding plan. The program will be valid for 3 months from the 30th calendar day (excluding the 30th calendar day) after the closing date of the Company's H share Hong Kong public offering, following approval by the Company's Board of Directors.공고 • Jun 30Ingenic Semiconductor Co.,Ltd. to Report First Half, 2026 Results on Aug 29, 2026Ingenic Semiconductor Co.,Ltd. announced that they will report first half, 2026 results on Aug 29, 2026New Risk • Jun 25New 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. This is currently the only risk that has been identified for the company.Board Change • May 20Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 4 independent directors. 8 non-independent directors. Independent Director Zuo Xiang was the last independent director to join the board, commencing their role in 2025. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.공고 • Apr 14Ingenic Semiconductor Co.,Ltd., Annual General Meeting, May 07, 2026Ingenic Semiconductor Co.,Ltd., Annual General Meeting, May 07, 2026, at 15:00 China Standard Time. Location: Building 14, Yard No. 10, Xibeiwang East Road, Haidian District, Beijing China공고 • Mar 31Ingenic Semiconductor Co.,Ltd. to Report Q1, 2026 Results on Apr 29, 2026Ingenic Semiconductor Co.,Ltd. announced that they will report Q1, 2026 results on Apr 29, 2026공고 • Dec 31Ingenic Semiconductor Co.,Ltd. to Report Fiscal Year 2025 Results on Mar 28, 2026Ingenic Semiconductor Co.,Ltd. announced that they will report fiscal year 2025 results on Mar 28, 2026공고 • Sep 30Ingenic Semiconductor Co.,Ltd. to Report Q3, 2025 Results on Oct 28, 2025Ingenic Semiconductor Co.,Ltd. announced that they will report Q3, 2025 results on Oct 28, 2025공고 • Jul 02Ingenic Semiconductor Co.,Ltd. to Report First Half, 2025 Results on Aug 26, 2025Ingenic Semiconductor Co.,Ltd. announced that they will report first half, 2025 results on Aug 26, 2025공고 • Apr 22Ingenic Semiconductor Co.,Ltd. Proposes Final Cash Dividend for the Year 2024Ingenic Semiconductor Co.,Ltd. proposed final cash dividend of CNY 1.000000 per 10 shares (tax included) for the year 2024.공고 • Apr 20Ingenic Semiconductor Co.,Ltd., Annual General Meeting, May 12, 2025Ingenic Semiconductor Co.,Ltd., Annual General Meeting, May 12, 2025, at 15:00 China Standard Time. Location: Building 14, East Area, Yard No. 10, Xibeiwang East Road, Haidian District, Beijing China공고 • Mar 31Ingenic Semiconductor Co.,Ltd. to Report Q1, 2025 Results on Apr 25, 2025Ingenic Semiconductor Co.,Ltd. announced that they will report Q1, 2025 results on Apr 25, 2025공고 • Dec 31Ingenic Semiconductor Co.,Ltd. to Report Fiscal Year 2024 Results on Apr 19, 2025Ingenic Semiconductor Co.,Ltd. announced that they will report fiscal year 2024 results on Apr 19, 2025Reported Earnings • Oct 28Third quarter 2024 earnings released: EPS: CN¥0.22 (vs CN¥0.30 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.22 (down from CN¥0.30 in 3Q 2023). Revenue: CN¥1.09b (down 8.7% from 3Q 2023). Net income: CN¥106.9m (down 27% from 3Q 2023). Profit margin: 9.8% (down from 12% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Semiconductor industry in China. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Oct 15Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥66.12, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 32x in the Semiconductor industry in China. Total loss to shareholders of 45% over the past three years.New Risk • Sep 30New 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. This is currently the only risk that has been identified for the company.공고 • Sep 30Ingenic Semiconductor Co.,Ltd. to Report Q3, 2024 Results on Oct 28, 2024Ingenic Semiconductor Co.,Ltd. announced that they will report Q3, 2024 results on Oct 28, 2024Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 24%After last week's 24% share price gain to CN¥54.18, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 27x in the Semiconductor industry in China. Total loss to shareholders of 58% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥22.51 per share.Reported Earnings • Aug 29Second quarter 2024 earnings released: EPS: CN¥0.23 (vs CN¥0.22 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.23 (up from CN¥0.22 in 2Q 2023). Revenue: CN¥1.10b (down 4.5% from 2Q 2023). Net income: CN¥110.2m (up 2.6% from 2Q 2023). Profit margin: 10.0% (in line with 2Q 2023). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Semiconductor industry in China. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has fallen by 31% per year, which means it is performing significantly worse than earnings.공고 • Jun 29Ingenic Semiconductor Co.,Ltd. to Report First Half, 2024 Results on Aug 29, 2024Ingenic Semiconductor Co.,Ltd. announced that they will report first half, 2024 results on Aug 29, 2024Board Change • May 29Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Jinfu Ye was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Declared Dividend • May 24Dividend increased to CN¥0.20Dividend of CN¥0.20 is 150% higher than last year. Ex-date: 28th May 2024 Payment date: 28th May 2024 Dividend yield will be 0.3%, which is lower than the industry average of 1.7%. Sustainability & Growth Dividend is well covered by both earnings (19% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 124% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Apr 14Full year 2023 earnings released: EPS: CN¥2.23 (vs CN¥1.64 in FY 2022)Full year 2023 results: EPS: CN¥2.23 (up from CN¥1.64 in FY 2022). Revenue: CN¥9.06b (up 67% from FY 2022). Net income: CN¥1.07b (up 36% from FY 2022). Profit margin: 12% (down from 15% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 16% p.a. on average during the next 2 years, while revenues in the Semiconductor industry in China are expected to grow by 23%. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.공고 • Apr 13Ingenic Semiconductor Co.,Ltd., Annual General Meeting, May 13, 2024Ingenic Semiconductor Co.,Ltd., Annual General Meeting, May 13, 2024, at 15:00 China Standard Time.공고 • Mar 30Ingenic Semiconductor Co.,Ltd. to Report Q1, 2024 Results on Apr 25, 2024Ingenic Semiconductor Co.,Ltd. announced that they will report Q1, 2024 results on Apr 25, 2024Valuation Update With 7 Day Price Move • Feb 20Investor sentiment improves as stock rises 23%After last week's 23% share price gain to CN¥61.52, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 29x in the Semiconductor industry in China. Total loss to shareholders of 5.6% over the past three years.공고 • Dec 30Ingenic Semiconductor Co.,Ltd. to Report Fiscal Year 2023 Results on Apr 13, 2024Ingenic Semiconductor Co.,Ltd. announced that they will report fiscal year 2023 results on Apr 13, 2024New Risk • Oct 27New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 24% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (9.2% net profit margin).Reported Earnings • Oct 26Third quarter 2023 earnings released: EPS: CN¥0.30 (vs CN¥0.46 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.30 (down from CN¥0.46 in 3Q 2022). Revenue: CN¥1.20b (down 15% from 3Q 2022). Net income: CN¥146.3m (down 34% from 3Q 2022). Profit margin: 12% (down from 16% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 25% growth forecast for the Semiconductor industry in China. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 31Second quarter 2023 earnings released: EPS: CN¥0.22 (vs CN¥0.58 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.22 (down from CN¥0.58 in 2Q 2022). Revenue: CN¥1.15b (down 17% from 2Q 2022). Net income: CN¥107.5m (down 62% from 2Q 2022). Profit margin: 9.3% (down from 20% 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 25% growth forecast for the Semiconductor industry in China. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.Board Change • Jul 27High number of new directorsSupervisor Kun Wang was the last director to join the board, commencing their role in 2022.공고 • May 23Ingenic Semiconductor Co.,Ltd. Approves Cash Dividend for 2022Ingenic Semiconductor Co.,Ltd. at its AGM held on May 19, 2023 approved Cash dividend/10 shares (tax included): CNY 0.80000000 for 2022.Reported Earnings • Apr 10Full year 2022 earnings released: EPS: CN¥1.64 (vs CN¥1.97 in FY 2021)Full year 2022 results: EPS: CN¥1.64 (down from CN¥1.97 in FY 2021). Revenue: CN¥5.41b (up 2.6% from FY 2021). Net income: CN¥789.2m (down 15% from FY 2021). Profit margin: 15% (down from 18% in FY 2021). Revenue is forecast to grow 23% 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 74% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Apr 03Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥100, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 39x in the Semiconductor industry in China. Total returns to shareholders of 4.3% over the past three years.Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Jinfu Ye was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 25Third quarter 2022 earnings released: EPS: CN¥0.46 (vs CN¥0.60 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.46 (down from CN¥0.60 in 3Q 2021). Revenue: CN¥1.41b (down 2.9% from 3Q 2021). Net income: CN¥220.7m (down 21% from 3Q 2021). Profit margin: 16% (down from 19% in 3Q 2021). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 24% p.a. on average during the next 3 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 84% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 29Second quarter 2022 earnings released: EPS: CN¥0.58 (vs CN¥0.50 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.58 (up from CN¥0.50 in 2Q 2021). Revenue: CN¥1.39b (up 9.7% from 2Q 2021). Net income: CN¥279.3m (up 19% from 2Q 2021). Profit margin: 20% (up from 19% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 35%, compared to a 46% growth forecast for the Semiconductor industry in China. Over the last 3 years on average, earnings per share has increased by 90% per year but the company’s share price has only increased by 17% 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 17% share price gain to CN¥102, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 39x in the Semiconductor industry in China. Total returns to shareholders of 247% over the past three years.Board Change • May 25High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Jinfu Ye was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • May 24Investor sentiment improved over the past weekAfter last week's 18% share price gain to CN¥95.96, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 35x in the Semiconductor industry in China. Total returns to shareholders of 222% over the past three years.Reported Earnings • Apr 29First quarter 2022 earnings released: EPS: CN¥0.48 (vs CN¥0.26 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.48 (up from CN¥0.26 in 1Q 2021). Revenue: CN¥1.41b (up 32% from 1Q 2021). Net income: CN¥231.7m (up 92% from 1Q 2021). Profit margin: 16% (up from 11% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 32%, compared to a 44% growth forecast for the 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 39% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 17Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: CN¥1.98 (up from CN¥0.21 in FY 2020). Revenue: CN¥5.27b (up 143% from FY 2020). Net income: CN¥932.6m (up CN¥859.4m from FY 2020). Profit margin: 18% (up from 3.4% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.6%. Over the next year, revenue is forecast to grow 28%, compared to a 54% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has only increased by 50% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jan 08Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to CN¥110, the stock trades at a forward P/E ratio of 48x. Average forward P/E is 43x in the Semiconductor industry in China. Total returns to shareholders of 477% over the past three years.Reported Earnings • Oct 28Third quarter 2021 earnings released: EPS CN¥0.60 (vs CN¥0.024 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥1.46b (up 67% from 3Q 2020). Net income: CN¥280.3m (up CN¥269.3m from 3Q 2020). Profit margin: 19% (up from 1.3% 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 81% per year but the company’s share price has increased by 93% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Sep 01Second quarter 2021 earnings released: EPS CN¥0.50 (vs CN¥0.005 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¥1.27b (up 326% from 2Q 2020). Net income: CN¥234.6m (up CN¥235.6m from 2Q 2020). Profit margin: 19% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has increased by 86% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Apr 30First quarter 2021 earnings released: EPS CN¥0.26 (vs CN¥0.062 in 1Q 2020)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were weaker. First quarter 2021 results: Revenue: CN¥1.07b (up CN¥1.01b from 1Q 2020). Net income: CN¥120.4m (up CN¥107.9m from 1Q 2020). Profit margin: 11% (down from 22% in 1Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 47% per year whereas the company’s share price has increased by 43% per year.Reported Earnings • Mar 30Full year 2020 earnings released: EPS CN¥0.21 (vs CN¥0.29 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were weaker. Full year 2020 results: Revenue: CN¥2.17b (up CN¥1.83b from FY 2019). Net income: CN¥73.2m (up 25% from FY 2019). Profit margin: 3.4% (down from 17% in FY 2019). Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.Is New 90 Day High Low • Mar 10New 90-day low: CN¥62.00The company is down 37% from its price of CN¥97.79 on 10 December 2020. The Chinese market is down 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is down 8.0% over the same period.Is New 90 Day High Low • Jan 28New 90-day low: CN¥69.54The company is down 1.0% from its price of CN¥70.45 on 30 October 2020. The Chinese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 24% over the same period.Is New 90 Day High Low • Dec 09New 90-day high: CN¥101The company is up 23% from its price of CN¥82.25 on 10 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 Semiconductor industry, which is up 13% over the same period.Reported Earnings • Oct 28Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥16.2m, down 72% from the prior year. Total revenue was CN¥1.33b over the last 12 months, up 290% from the prior year.Is New 90 Day High Low • Oct 24New 90-day low: CN¥74.70The company is down 14% from its price of CN¥86.53 on 24 July 2020. The Chinese market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is down 4.0% over the same period.Is New 90 Day High Low • Sep 24New 90-day low: CN¥80.97The company is down 22% from its price of CN¥104 on 24 June 2020. The Chinese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 8.0% over the same period.이익 및 매출 성장 예측XSEC:300223 - 애널리스트 향후 추정치 및 과거 재무 데이터 (CNY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202814,0873,400N/A1,683112/31/202710,7772,798N/A1,852212/31/20267,8542,063N/A1,60223/31/20265,241621560664N/A12/31/20254,741376526623N/A9/30/20254,448306574656N/A6/30/20254,355372616707N/A3/31/20254,266353487599N/A12/31/20244,213366250363N/A9/30/20244,312473249362N/A6/30/20244,416513308411N/A3/31/20244,469510456536N/A12/31/20234,531537454558N/A9/30/20234,613426-6119N/A6/30/20234,829500145299N/A3/31/20235,067672-1172N/A1/1/20235,412789-215-76N/A9/30/20225,7001,023238435N/A6/30/20225,7431,082242432N/A3/31/20225,6201,037413607N/A1/1/20225,2749268611,083N/A9/30/20214,7356868751,035N/A6/30/20214,151417666820N/A3/31/20213,181181427545N/A12/31/20202,17073226312N/A9/30/20201,3271688137N/A6/30/202055033-21-2N/A3/31/202034769-25-17N/A12/31/201933959N/A15N/A9/30/201934058N/A57N/A6/30/201930139N/A70N/A3/31/201926913N/A21N/A12/31/201826014N/A36N/A9/30/201822220N/A1N/A6/30/201821015N/A-19N/A3/31/20181877N/A-11N/A12/31/20171847N/A-31N/A9/30/20171726N/A-47N/A6/30/20171508N/A-55N/A3/31/201713412N/A-52N/A12/31/20161127N/A-66N/A9/30/2016841N/A-46N/A6/30/20167835N/A15N/A3/31/20167131N/A22N/A12/31/20157032N/A52N/A9/30/20156230N/A38N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 300223 의 연간 예상 수익 증가율(45.7%)이 saving rate(2.4%)보다 높습니다.수익 vs 시장: 300223 의 연간 수익(45.7%)이 CN 시장(26.5%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 300223 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: 300223 의 수익(연간 33.4%)이 CN 시장(연간 16.5%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 300223 의 수익(연간 33.4%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 300223의 자본 수익률은 3년 후 17.5%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YSemiconductors 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/08/12 12:57종가2026/08/12 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 소스Ingenic Semiconductor Co.,Ltd.는 8명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Dai ShenBofA Global ResearchFeng GaoChina Galaxy Securities Co., Ltd.Tao XuCitic Securities Co., Ltd.5명의 분석가 더 보기
공고 • Aug 11Ingenic Semiconductor Co.,Ltd. (SZSE:300223) announces an Equity Buyback for CNY 200 million worth of its shares.Ingenic Semiconductor Co.,Ltd. (SZSE:300223) announces a share repurchase program. Under the program, the company will repurchase up to CNY 200 million worth of its shares. The shares will be repurchased at CNY 220 per share. The purpose of the program is to use the repurchased shares for equity incentive or employee shareholding plan. The program will be valid for 3 months from the 30th calendar day (excluding the 30th calendar day) after the closing date of the Company's H share Hong Kong public offering, following approval by the Company's Board of Directors.
공고 • Jun 30Ingenic Semiconductor Co.,Ltd. to Report First Half, 2026 Results on Aug 29, 2026Ingenic Semiconductor Co.,Ltd. announced that they will report first half, 2026 results on Aug 29, 2026
New Risk • Jun 25New 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. This is currently the only risk that has been identified for the company.
Board Change • May 20Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 4 independent directors. 8 non-independent directors. Independent Director Zuo Xiang was the last independent director to join the board, commencing their role in 2025. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
공고 • Apr 14Ingenic Semiconductor Co.,Ltd., Annual General Meeting, May 07, 2026Ingenic Semiconductor Co.,Ltd., Annual General Meeting, May 07, 2026, at 15:00 China Standard Time. Location: Building 14, Yard No. 10, Xibeiwang East Road, Haidian District, Beijing China
공고 • Mar 31Ingenic Semiconductor Co.,Ltd. to Report Q1, 2026 Results on Apr 29, 2026Ingenic Semiconductor Co.,Ltd. announced that they will report Q1, 2026 results on Apr 29, 2026
공고 • Dec 31Ingenic Semiconductor Co.,Ltd. to Report Fiscal Year 2025 Results on Mar 28, 2026Ingenic Semiconductor Co.,Ltd. announced that they will report fiscal year 2025 results on Mar 28, 2026
공고 • Sep 30Ingenic Semiconductor Co.,Ltd. to Report Q3, 2025 Results on Oct 28, 2025Ingenic Semiconductor Co.,Ltd. announced that they will report Q3, 2025 results on Oct 28, 2025
공고 • Jul 02Ingenic Semiconductor Co.,Ltd. to Report First Half, 2025 Results on Aug 26, 2025Ingenic Semiconductor Co.,Ltd. announced that they will report first half, 2025 results on Aug 26, 2025
공고 • Apr 22Ingenic Semiconductor Co.,Ltd. Proposes Final Cash Dividend for the Year 2024Ingenic Semiconductor Co.,Ltd. proposed final cash dividend of CNY 1.000000 per 10 shares (tax included) for the year 2024.
공고 • Apr 20Ingenic Semiconductor Co.,Ltd., Annual General Meeting, May 12, 2025Ingenic Semiconductor Co.,Ltd., Annual General Meeting, May 12, 2025, at 15:00 China Standard Time. Location: Building 14, East Area, Yard No. 10, Xibeiwang East Road, Haidian District, Beijing China
공고 • Mar 31Ingenic Semiconductor Co.,Ltd. to Report Q1, 2025 Results on Apr 25, 2025Ingenic Semiconductor Co.,Ltd. announced that they will report Q1, 2025 results on Apr 25, 2025
공고 • Dec 31Ingenic Semiconductor Co.,Ltd. to Report Fiscal Year 2024 Results on Apr 19, 2025Ingenic Semiconductor Co.,Ltd. announced that they will report fiscal year 2024 results on Apr 19, 2025
Reported Earnings • Oct 28Third quarter 2024 earnings released: EPS: CN¥0.22 (vs CN¥0.30 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.22 (down from CN¥0.30 in 3Q 2023). Revenue: CN¥1.09b (down 8.7% from 3Q 2023). Net income: CN¥106.9m (down 27% from 3Q 2023). Profit margin: 9.8% (down from 12% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Semiconductor industry in China. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Oct 15Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥66.12, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 32x in the Semiconductor industry in China. Total loss to shareholders of 45% over the past three years.
New Risk • Sep 30New 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. This is currently the only risk that has been identified for the company.
공고 • Sep 30Ingenic Semiconductor Co.,Ltd. to Report Q3, 2024 Results on Oct 28, 2024Ingenic Semiconductor Co.,Ltd. announced that they will report Q3, 2024 results on Oct 28, 2024
Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 24%After last week's 24% share price gain to CN¥54.18, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 27x in the Semiconductor industry in China. Total loss to shareholders of 58% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥22.51 per share.
Reported Earnings • Aug 29Second quarter 2024 earnings released: EPS: CN¥0.23 (vs CN¥0.22 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.23 (up from CN¥0.22 in 2Q 2023). Revenue: CN¥1.10b (down 4.5% from 2Q 2023). Net income: CN¥110.2m (up 2.6% from 2Q 2023). Profit margin: 10.0% (in line with 2Q 2023). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Semiconductor industry in China. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has fallen by 31% per year, which means it is performing significantly worse than earnings.
공고 • Jun 29Ingenic Semiconductor Co.,Ltd. to Report First Half, 2024 Results on Aug 29, 2024Ingenic Semiconductor Co.,Ltd. announced that they will report first half, 2024 results on Aug 29, 2024
Board Change • May 29Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Jinfu Ye was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Declared Dividend • May 24Dividend increased to CN¥0.20Dividend of CN¥0.20 is 150% higher than last year. Ex-date: 28th May 2024 Payment date: 28th May 2024 Dividend yield will be 0.3%, which is lower than the industry average of 1.7%. Sustainability & Growth Dividend is well covered by both earnings (19% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 124% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Apr 14Full year 2023 earnings released: EPS: CN¥2.23 (vs CN¥1.64 in FY 2022)Full year 2023 results: EPS: CN¥2.23 (up from CN¥1.64 in FY 2022). Revenue: CN¥9.06b (up 67% from FY 2022). Net income: CN¥1.07b (up 36% from FY 2022). Profit margin: 12% (down from 15% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 16% p.a. on average during the next 2 years, while revenues in the Semiconductor industry in China are expected to grow by 23%. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
공고 • Apr 13Ingenic Semiconductor Co.,Ltd., Annual General Meeting, May 13, 2024Ingenic Semiconductor Co.,Ltd., Annual General Meeting, May 13, 2024, at 15:00 China Standard Time.
공고 • Mar 30Ingenic Semiconductor Co.,Ltd. to Report Q1, 2024 Results on Apr 25, 2024Ingenic Semiconductor Co.,Ltd. announced that they will report Q1, 2024 results on Apr 25, 2024
Valuation Update With 7 Day Price Move • Feb 20Investor sentiment improves as stock rises 23%After last week's 23% share price gain to CN¥61.52, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 29x in the Semiconductor industry in China. Total loss to shareholders of 5.6% over the past three years.
공고 • Dec 30Ingenic Semiconductor Co.,Ltd. to Report Fiscal Year 2023 Results on Apr 13, 2024Ingenic Semiconductor Co.,Ltd. announced that they will report fiscal year 2023 results on Apr 13, 2024
New Risk • Oct 27New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 24% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (9.2% net profit margin).
Reported Earnings • Oct 26Third quarter 2023 earnings released: EPS: CN¥0.30 (vs CN¥0.46 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.30 (down from CN¥0.46 in 3Q 2022). Revenue: CN¥1.20b (down 15% from 3Q 2022). Net income: CN¥146.3m (down 34% from 3Q 2022). Profit margin: 12% (down from 16% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 25% growth forecast for the Semiconductor industry in China. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 31Second quarter 2023 earnings released: EPS: CN¥0.22 (vs CN¥0.58 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.22 (down from CN¥0.58 in 2Q 2022). Revenue: CN¥1.15b (down 17% from 2Q 2022). Net income: CN¥107.5m (down 62% from 2Q 2022). Profit margin: 9.3% (down from 20% 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 25% growth forecast for the Semiconductor industry in China. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
Board Change • Jul 27High number of new directorsSupervisor Kun Wang was the last director to join the board, commencing their role in 2022.
공고 • May 23Ingenic Semiconductor Co.,Ltd. Approves Cash Dividend for 2022Ingenic Semiconductor Co.,Ltd. at its AGM held on May 19, 2023 approved Cash dividend/10 shares (tax included): CNY 0.80000000 for 2022.
Reported Earnings • Apr 10Full year 2022 earnings released: EPS: CN¥1.64 (vs CN¥1.97 in FY 2021)Full year 2022 results: EPS: CN¥1.64 (down from CN¥1.97 in FY 2021). Revenue: CN¥5.41b (up 2.6% from FY 2021). Net income: CN¥789.2m (down 15% from FY 2021). Profit margin: 15% (down from 18% in FY 2021). Revenue is forecast to grow 23% 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 74% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Apr 03Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥100, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 39x in the Semiconductor industry in China. Total returns to shareholders of 4.3% over the past three years.
Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Jinfu Ye was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 25Third quarter 2022 earnings released: EPS: CN¥0.46 (vs CN¥0.60 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.46 (down from CN¥0.60 in 3Q 2021). Revenue: CN¥1.41b (down 2.9% from 3Q 2021). Net income: CN¥220.7m (down 21% from 3Q 2021). Profit margin: 16% (down from 19% in 3Q 2021). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 24% p.a. on average during the next 3 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 84% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 29Second quarter 2022 earnings released: EPS: CN¥0.58 (vs CN¥0.50 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.58 (up from CN¥0.50 in 2Q 2021). Revenue: CN¥1.39b (up 9.7% from 2Q 2021). Net income: CN¥279.3m (up 19% from 2Q 2021). Profit margin: 20% (up from 19% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 35%, compared to a 46% growth forecast for the Semiconductor industry in China. Over the last 3 years on average, earnings per share has increased by 90% per year but the company’s share price has only increased by 17% 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 17% share price gain to CN¥102, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 39x in the Semiconductor industry in China. Total returns to shareholders of 247% over the past three years.
Board Change • May 25High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Jinfu Ye was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • May 24Investor sentiment improved over the past weekAfter last week's 18% share price gain to CN¥95.96, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 35x in the Semiconductor industry in China. Total returns to shareholders of 222% over the past three years.
Reported Earnings • Apr 29First quarter 2022 earnings released: EPS: CN¥0.48 (vs CN¥0.26 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.48 (up from CN¥0.26 in 1Q 2021). Revenue: CN¥1.41b (up 32% from 1Q 2021). Net income: CN¥231.7m (up 92% from 1Q 2021). Profit margin: 16% (up from 11% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 32%, compared to a 44% growth forecast for the 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 39% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 17Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: CN¥1.98 (up from CN¥0.21 in FY 2020). Revenue: CN¥5.27b (up 143% from FY 2020). Net income: CN¥932.6m (up CN¥859.4m from FY 2020). Profit margin: 18% (up from 3.4% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.6%. Over the next year, revenue is forecast to grow 28%, compared to a 54% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has only increased by 50% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jan 08Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to CN¥110, the stock trades at a forward P/E ratio of 48x. Average forward P/E is 43x in the Semiconductor industry in China. Total returns to shareholders of 477% over the past three years.
Reported Earnings • Oct 28Third quarter 2021 earnings released: EPS CN¥0.60 (vs CN¥0.024 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥1.46b (up 67% from 3Q 2020). Net income: CN¥280.3m (up CN¥269.3m from 3Q 2020). Profit margin: 19% (up from 1.3% 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 81% per year but the company’s share price has increased by 93% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Sep 01Second quarter 2021 earnings released: EPS CN¥0.50 (vs CN¥0.005 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¥1.27b (up 326% from 2Q 2020). Net income: CN¥234.6m (up CN¥235.6m from 2Q 2020). Profit margin: 19% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has increased by 86% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Apr 30First quarter 2021 earnings released: EPS CN¥0.26 (vs CN¥0.062 in 1Q 2020)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were weaker. First quarter 2021 results: Revenue: CN¥1.07b (up CN¥1.01b from 1Q 2020). Net income: CN¥120.4m (up CN¥107.9m from 1Q 2020). Profit margin: 11% (down from 22% in 1Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 47% per year whereas the company’s share price has increased by 43% per year.
Reported Earnings • Mar 30Full year 2020 earnings released: EPS CN¥0.21 (vs CN¥0.29 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were weaker. Full year 2020 results: Revenue: CN¥2.17b (up CN¥1.83b from FY 2019). Net income: CN¥73.2m (up 25% from FY 2019). Profit margin: 3.4% (down from 17% in FY 2019). Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
Is New 90 Day High Low • Mar 10New 90-day low: CN¥62.00The company is down 37% from its price of CN¥97.79 on 10 December 2020. The Chinese market is down 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is down 8.0% over the same period.
Is New 90 Day High Low • Jan 28New 90-day low: CN¥69.54The company is down 1.0% from its price of CN¥70.45 on 30 October 2020. The Chinese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 24% over the same period.
Is New 90 Day High Low • Dec 09New 90-day high: CN¥101The company is up 23% from its price of CN¥82.25 on 10 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 Semiconductor industry, which is up 13% over the same period.
Reported Earnings • Oct 28Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥16.2m, down 72% from the prior year. Total revenue was CN¥1.33b over the last 12 months, up 290% from the prior year.
Is New 90 Day High Low • Oct 24New 90-day low: CN¥74.70The company is down 14% from its price of CN¥86.53 on 24 July 2020. The Chinese market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is down 4.0% over the same period.
Is New 90 Day High Low • Sep 24New 90-day low: CN¥80.97The company is down 22% from its price of CN¥104 on 24 June 2020. The Chinese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 8.0% over the same period.