View ValuationHangzhou Silan Microelectronics 향후 성장Future 기준 점검 3/6Hangzhou Silan Microelectronics (는) 각각 연간 27.6% 및 13.1% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 27.7% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 11.1% 로 예상됩니다.핵심 정보27.6%이익 성장률27.72%EPS 성장률Semiconductor 이익 성장47.9%매출 성장률13.1%향후 자기자본이익률11.14%애널리스트 커버리지Good마지막 업데이트17 May 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updates공시 • Apr 30Hangzhou Silan Microelectronics Co., Ltd., Annual General Meeting, May 26, 2026Hangzhou Silan Microelectronics Co., Ltd., Annual General Meeting, May 26, 2026, at 13:30 China Standard Time. Location: The Company's Meeting Room, Hangzhou, Zhejiang China공시 • Mar 30Hangzhou Silan Microelectronics Co.,Ltd to Report Q1, 2026 Results on Apr 30, 2026Hangzhou Silan Microelectronics Co.,Ltd announced that they will report Q1, 2026 results on Apr 30, 2026공시 • Dec 26Hangzhou Silan Microelectronics Co.,Ltd to Report Fiscal Year 2025 Results on Apr 14, 2026Hangzhou Silan Microelectronics Co.,Ltd announced that they will report fiscal year 2025 results on Apr 14, 2026공시 • Sep 30Hangzhou Silan Microelectronics Co.,Ltd to Report Q3, 2025 Results on Oct 31, 2025Hangzhou Silan Microelectronics Co.,Ltd announced that they will report Q3, 2025 results on Oct 31, 2025공시 • Jun 30Hangzhou Silan Microelectronics Co.,Ltd to Report First Half, 2025 Results on Aug 23, 2025Hangzhou Silan Microelectronics Co.,Ltd announced that they will report first half, 2025 results on Aug 23, 2025공시 • Jun 24Hangzhou Silan Microelectronics Co.,Ltd(SHSE:600460) dropped from Shanghai Stock Exchange 180 Value IndexHangzhou Silan Microelectronics Co., Ltd has been removed from Shanghai Stock Exchange 180 Value Index.공시 • May 22Hangzhou Silan Microelectronics Co.,Ltd, Annual General Meeting, Jun 12, 2025Hangzhou Silan Microelectronics Co.,Ltd, Annual General Meeting, Jun 12, 2025, at 14:00 China Standard Time. Location: The Company's Meeting Room, Hangzhou, Zhejiang China공시 • Mar 28Hangzhou Silan Microelectronics Co.,Ltd to Report Q1, 2025 Results on Apr 30, 2025Hangzhou Silan Microelectronics Co.,Ltd announced that they will report Q1, 2025 results on Apr 30, 2025공시 • Dec 27Hangzhou Silan Microelectronics Co.,Ltd to Report Fiscal Year 2024 Results on Apr 19, 2025Hangzhou Silan Microelectronics Co.,Ltd announced that they will report fiscal year 2024 results on Apr 19, 2025Reported Earnings • Oct 31Third quarter 2024 earnings released: EPS: CN¥0.054 (vs CN¥0.096 loss in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.054 (up from CN¥0.096 loss in 3Q 2023). Revenue: CN¥2.89b (up 19% from 3Q 2023). Net income: CN¥53.8m (up CN¥201.8m from 3Q 2023). Profit margin: 1.9% (up from net loss in 3Q 2023). Revenue is forecast to grow 12% 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, the company's share price growth rate has exceeded its earnings growth rate by 55 percentage points per year, which is a significant difference in performance.Buy Or Sell Opportunity • Sep 30Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 36% to CN¥22.62. The fair value is estimated to be CN¥18.71, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Meanwhile, the company became loss making.공시 • Sep 30Hangzhou Silan Microelectronics Co.,Ltd to Report Q3, 2024 Results on Oct 31, 2024Hangzhou Silan Microelectronics Co.,Ltd announced that they will report Q3, 2024 results on Oct 31, 2024Reported Earnings • Aug 20Second quarter 2024 earnings released: CN¥0.003 loss per share (vs CN¥0.18 loss in 2Q 2023)Second quarter 2024 results: CN¥0.003 loss per share (improved from CN¥0.18 loss in 2Q 2023). Revenue: CN¥2.81b (up 17% from 2Q 2023). Net loss: CN¥9.65m (loss narrowed 96% from 2Q 2023). Revenue is forecast to grow 12% 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 61% per year but the company’s share price has only fallen by 31% per year, which means it has not declined as severely as earnings.New Risk • Aug 07New 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 7.1% 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 Share price has been volatile over the past 3 months (7.1% average weekly change). Shareholders have been diluted in the past year (18% increase in shares outstanding).Buy Or Sell Opportunity • Jul 22Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 16% to CN¥21.43. The fair value is estimated to be CN¥16.91, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Meanwhile, the company became loss making.공시 • Jun 28Hangzhou Silan Microelectronics Co.,Ltd to Report First Half, 2024 Results on Aug 20, 2024Hangzhou Silan Microelectronics Co.,Ltd announced that they will report first half, 2024 results on Aug 20, 2024Reported Earnings • Apr 30First quarter 2024 earnings released: CN¥0.009 loss per share (vs CN¥0.15 profit in 1Q 2023)First quarter 2024 results: CN¥0.009 loss per share (down from CN¥0.15 profit in 1Q 2023). Revenue: CN¥2.46b (up 19% from 1Q 2023). Net loss: CN¥15.3m (down 107% from profit in 1Q 2023). Revenue is forecast to grow 14% 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 37% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.공시 • Apr 24Hangzhou Silan Microelectronics Co.,Ltd, Annual General Meeting, May 17, 2024Hangzhou Silan Microelectronics Co.,Ltd, Annual General Meeting, May 17, 2024, at 13:30 China Standard Time. Location: The Company's Meeting Room, Hangzhou, Zhejiang ChinaReported Earnings • Apr 09Full year 2023 earnings released: CN¥0.02 loss per share (vs CN¥0.74 profit in FY 2022)Full year 2023 results: CN¥0.02 loss per share (down from CN¥0.74 profit in FY 2022). Revenue: CN¥9.34b (up 13% from FY 2022). Net loss: CN¥35.8m (down 103% from profit in FY 2022). Revenue is forecast to grow 15% 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 6% per year whereas the company’s share price has fallen by 11% per year.공시 • Mar 29Hangzhou Silan Microelectronics Co.,Ltd to Report Q1, 2024 Results on Apr 30, 2024Hangzhou Silan Microelectronics Co.,Ltd announced that they will report Q1, 2024 results on Apr 30, 2024공시 • Dec 29Hangzhou Silan Microelectronics Co.,Ltd to Report Fiscal Year 2023 Results on Apr 09, 2024Hangzhou Silan Microelectronics Co.,Ltd announced that they will report fiscal year 2023 results on Apr 09, 2024New Risk • Dec 11New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 18% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.9x net interest cover). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.0% net profit margin). Shareholders have been diluted in the past year (18% increase in shares outstanding).Reported Earnings • Oct 27Third quarter 2023 earnings released: CN¥0.096 loss per share (vs CN¥0.13 profit in 3Q 2022)Third quarter 2023 results: CN¥0.096 loss per share (down from CN¥0.13 profit in 3Q 2022). Revenue: CN¥2.42b (up 18% from 3Q 2022). Net loss: CN¥148.0m (down 185% from profit in 3Q 2022). Revenue is forecast to grow 18% 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 23% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 24Second quarter 2023 earnings released: CN¥0.18 loss per share (vs CN¥0.23 profit in 2Q 2022)Second quarter 2023 results: CN¥0.18 loss per share (down from CN¥0.23 profit in 2Q 2022). Revenue: CN¥2.41b (up 10% from 2Q 2022). Net loss: CN¥254.8m (down 177% from profit in 2Q 2022). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Semiconductor industry in China. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.New Risk • Aug 20New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 4.3% 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 Risk Debt is not well covered by operating cash flow (4.3% operating cash flow to total debt). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (4.8% net profit margin).Reported Earnings • Apr 01Full year 2022 earnings released: EPS: CN¥0.74 (vs CN¥1.13 in FY 2021)Full year 2022 results: EPS: CN¥0.74 (down from CN¥1.13 in FY 2021). Revenue: CN¥8.28b (up 15% from FY 2021). Net income: CN¥1.05b (down 31% from FY 2021). Profit margin: 13% (down from 21% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 19% 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 92% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Nov 25Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be CN¥45.77, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 38% over the last 3 years. Earnings per share has grown by 107%. For the next 3 years, revenue is forecast to grow by 23% per annum. Earnings is also forecast to grow by 25% per annum over the same time period.Valuation Update With 7 Day Price Move • Nov 18Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥38.96, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 36x in the Semiconductor industry in China. Total returns to shareholders of 156% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥46.15 per share.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. 4 experienced directors. 8 highly experienced directors. 3 independent directors (7 non-independent directors). Chairman of the Supervisory Board Wei Quan Song was the last director to join the board, commencing their role in 2012. 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 30Third quarter 2022 earnings released: EPS: CN¥0.13 (vs CN¥0.22 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.13 (down from CN¥0.22 in 3Q 2021). Revenue: CN¥2.06b (up 7.6% from 3Q 2021). Net income: CN¥175.0m (down 41% from 3Q 2021). Profit margin: 8.5% (down from 16% in 3Q 2021). 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 107% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 24Second quarter 2022 earnings released: EPS: CN¥0.23 (vs CN¥0.20 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.23 (up from CN¥0.20 in 2Q 2021). Revenue: CN¥2.18b (up 19% from 2Q 2021). Net income: CN¥330.9m (up 29% from 2Q 2021). Profit margin: 15% (up from 14% in 2Q 2021). Over the next year, revenue is forecast to grow 38%, compared to a 49% growth forecast for the Semiconductor industry in China. Over the last 3 years on average, earnings per share has increased by 114% per year but the company’s share price has only increased by 43% 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 15% share price gain to CN¥50.84, the stock trades at a forward P/E ratio of 44x. Average forward P/E is 39x in the Semiconductor industry in China. Total returns to shareholders of 205% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥21.31 per share.Reported Earnings • May 02First quarter 2022 earnings released: EPS: CN¥0.19 (vs CN¥0.13 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.19 (up from CN¥0.13 in 1Q 2021). Revenue: CN¥2.00b (up 36% from 1Q 2021). Net income: CN¥268.4m (up 55% from 1Q 2021). Profit margin: 13% (up from 12% in 1Q 2021). Over the next year, revenue is forecast to grow 37%, compared to a 44% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 114% per year but the company’s share price has only increased by 47% 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. No experienced directors. 12 highly experienced directors. 4 independent directors (6 non-independent directors). Independent Director Xiao Gang Jin was the last independent director to join the board, commencing their role in 2012. 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 • Mar 31Full year 2021 earnings released: EPS: CN¥1.13 (vs CN¥0.05 in FY 2020)Full year 2021 results: EPS: CN¥1.13 (up from CN¥0.05 in FY 2020). Revenue: CN¥7.19b (up 68% from FY 2020). Net income: CN¥1.52b (up CN¥1.45b from FY 2020). Profit margin: 21% (up from 1.6% in FY 2020). Over the next year, revenue is forecast to grow 39%, compared to a 46% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has only increased by 44% per year, which means it is significantly lagging earnings growth.Reported Earnings • Oct 31Third quarter 2021 earnings released: EPS CN¥0.22 (vs CN¥0.01 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥1.91b (up 52% from 3Q 2020). Net income: CN¥296.8m (up CN¥283.1m from 3Q 2020). Profit margin: 16% (up from 1.1% 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 59% per year but the company’s share price has increased by 88% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Aug 19Second quarter 2021 earnings released: EPS CN¥0.20 (vs CN¥0.018 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥1.83b (up 81% from 2Q 2020). Net income: CN¥257.1m (up CN¥228.7m from 2Q 2020). Profit margin: 14% (up from 2.8% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 68% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Apr 29First quarter 2021 earnings released: EPS CN¥0.13 (vs CN¥0.002 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥1.48b (up 114% from 1Q 2020). Net income: CN¥173.7m (up CN¥171.5m from 1Q 2020). Profit margin: 12% (up from 0.3% in 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has increased by 26% per year, which means it is well ahead of earnings.Reported Earnings • Mar 14Full year 2020 earnings released: EPS CN¥0.052 (vs CN¥0.01 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥4.28b (up 38% from FY 2019). Net income: CN¥67.6m (up 365% from FY 2019). Profit margin: 1.6% (up from 0.5% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 69% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.Analyst Estimate Surprise Post Earnings • Mar 14Revenue beats expectationsRevenue exceeded analyst estimates by 0.7%. Over the next year, revenue is forecast to grow 25%, compared to a 47% growth forecast for the Semiconductor industry in China.Is New 90 Day High Low • Mar 02New 90-day high: CN¥29.70The company is up 67% from its price of CN¥17.82 on 02 December 2020. The Chinese market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 7.0% over the same period.Is New 90 Day High Low • Jan 07New 90-day high: CN¥29.08The company is up 74% from its price of CN¥16.68 on 09 October 2020. The Chinese market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 19% over the same period.Is New 90 Day High Low • Dec 21New 90-day high: CN¥21.62The company is up 23% from its price of CN¥17.56 on 23 September 2020. The Chinese market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 7.0% over the same period.Is New 90 Day High Low • Dec 04New 90-day high: CN¥18.55The company is up 7.0% from its price of CN¥17.29 on 04 September 2020. The Chinese market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 2.0% over the same period.Reported Earnings • Oct 30Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥8.32m, down 88% from the prior year. Total revenue was CN¥3.85b over the last 12 months, up 27% from the prior year.Is New 90 Day High Low • Oct 06New 90-day low: CN¥16.11The company is down 2.0% from its price of CN¥16.50 on 08 July 2020. The Chinese market is also down 2.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it outperformed the Semiconductor industry, which is down 9.0% over the same period.이익 및 매출 성장 예측XSSC:600460 - 애널리스트 향후 추정치 및 과거 재무 데이터 (CNY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202820,1941,7992,2372,135412/31/202717,6191,3641,2502,194812/31/202615,3781,009-2171,32083/31/202613,571459-5001,124N/A12/31/202513,052399-1711,498N/A9/30/202512,770540-1401,495N/A6/30/202512,283510-1,122662N/A3/31/202511,756384-887954N/A12/31/202411,221220-1,345443N/A9/30/202410,604182-917640N/A6/30/202410,138-19-486696N/A3/31/20249,738-265-661440N/A12/31/20239,340-36-820317N/A9/30/20238,93789-1,21626N/A6/30/20238,573412-1,193177N/A3/31/20238,347998-1,327259N/A12/31/20228,2821,052-1,362204N/A9/30/20228,2171,565-954490N/A6/30/20228,0711,686-785568N/A3/31/20227,7201,612-328705N/A12/31/20217,1941,51812960N/A9/30/20216,539751-307679N/A6/30/20215,884468-437372N/A3/31/20215,065239-565203N/A12/31/20204,28168-495145N/A9/30/20203,8518-56520N/A6/30/20203,375-13-603115N/A3/31/20203,141-6-65749N/A12/31/20193,11115N/A133N/A9/30/20193,03770N/A142N/A6/30/20193,029133N/A195N/A3/31/20193,035163N/A293N/A12/31/20183,026170N/A241N/A9/30/20182,938186N/A409N/A6/30/20182,881180N/A360N/A3/31/20182,803168N/A425N/A12/31/20172,742169N/A463N/A9/30/20172,671170N/A356N/A6/30/20172,617156N/A387N/A3/31/20172,532127N/A349N/A12/31/20162,37596N/A382N/A9/30/20162,22716N/A323N/A6/30/20162,0410N/A209N/A3/31/20161,93813N/A226N/A12/31/20151,92640N/A202N/A9/30/20151,903123N/A262N/A6/30/20151,941167N/A296N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 600460 의 연간 예상 수익 증가율(27.6%)이 saving rate(2.4%)보다 높습니다.수익 vs 시장: 600460 의 연간 수익(27.6%)이 CN 시장(27.3%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 600460 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: 600460 의 수익(연간 13.1%)이 CN 시장(연간 16.4%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 600460 의 수익(연간 13.1%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 600460의 자본 수익률은 3년 후 11.1%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YSemiconductors 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/27 18:35종가2026/05/27 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 소스Hangzhou Silan Microelectronics Co., Ltd.는 20명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Huiqun LiBofA Global ResearchLin SuCCB International Securities LimitedYikang ZhangChina International Capital Corporation Limited17명의 분석가 더 보기
공시 • Apr 30Hangzhou Silan Microelectronics Co., Ltd., Annual General Meeting, May 26, 2026Hangzhou Silan Microelectronics Co., Ltd., Annual General Meeting, May 26, 2026, at 13:30 China Standard Time. Location: The Company's Meeting Room, Hangzhou, Zhejiang China
공시 • Mar 30Hangzhou Silan Microelectronics Co.,Ltd to Report Q1, 2026 Results on Apr 30, 2026Hangzhou Silan Microelectronics Co.,Ltd announced that they will report Q1, 2026 results on Apr 30, 2026
공시 • Dec 26Hangzhou Silan Microelectronics Co.,Ltd to Report Fiscal Year 2025 Results on Apr 14, 2026Hangzhou Silan Microelectronics Co.,Ltd announced that they will report fiscal year 2025 results on Apr 14, 2026
공시 • Sep 30Hangzhou Silan Microelectronics Co.,Ltd to Report Q3, 2025 Results on Oct 31, 2025Hangzhou Silan Microelectronics Co.,Ltd announced that they will report Q3, 2025 results on Oct 31, 2025
공시 • Jun 30Hangzhou Silan Microelectronics Co.,Ltd to Report First Half, 2025 Results on Aug 23, 2025Hangzhou Silan Microelectronics Co.,Ltd announced that they will report first half, 2025 results on Aug 23, 2025
공시 • Jun 24Hangzhou Silan Microelectronics Co.,Ltd(SHSE:600460) dropped from Shanghai Stock Exchange 180 Value IndexHangzhou Silan Microelectronics Co., Ltd has been removed from Shanghai Stock Exchange 180 Value Index.
공시 • May 22Hangzhou Silan Microelectronics Co.,Ltd, Annual General Meeting, Jun 12, 2025Hangzhou Silan Microelectronics Co.,Ltd, Annual General Meeting, Jun 12, 2025, at 14:00 China Standard Time. Location: The Company's Meeting Room, Hangzhou, Zhejiang China
공시 • Mar 28Hangzhou Silan Microelectronics Co.,Ltd to Report Q1, 2025 Results on Apr 30, 2025Hangzhou Silan Microelectronics Co.,Ltd announced that they will report Q1, 2025 results on Apr 30, 2025
공시 • Dec 27Hangzhou Silan Microelectronics Co.,Ltd to Report Fiscal Year 2024 Results on Apr 19, 2025Hangzhou Silan Microelectronics Co.,Ltd announced that they will report fiscal year 2024 results on Apr 19, 2025
Reported Earnings • Oct 31Third quarter 2024 earnings released: EPS: CN¥0.054 (vs CN¥0.096 loss in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.054 (up from CN¥0.096 loss in 3Q 2023). Revenue: CN¥2.89b (up 19% from 3Q 2023). Net income: CN¥53.8m (up CN¥201.8m from 3Q 2023). Profit margin: 1.9% (up from net loss in 3Q 2023). Revenue is forecast to grow 12% 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, the company's share price growth rate has exceeded its earnings growth rate by 55 percentage points per year, which is a significant difference in performance.
Buy Or Sell Opportunity • Sep 30Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 36% to CN¥22.62. The fair value is estimated to be CN¥18.71, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Meanwhile, the company became loss making.
공시 • Sep 30Hangzhou Silan Microelectronics Co.,Ltd to Report Q3, 2024 Results on Oct 31, 2024Hangzhou Silan Microelectronics Co.,Ltd announced that they will report Q3, 2024 results on Oct 31, 2024
Reported Earnings • Aug 20Second quarter 2024 earnings released: CN¥0.003 loss per share (vs CN¥0.18 loss in 2Q 2023)Second quarter 2024 results: CN¥0.003 loss per share (improved from CN¥0.18 loss in 2Q 2023). Revenue: CN¥2.81b (up 17% from 2Q 2023). Net loss: CN¥9.65m (loss narrowed 96% from 2Q 2023). Revenue is forecast to grow 12% 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 61% per year but the company’s share price has only fallen by 31% per year, which means it has not declined as severely as earnings.
New Risk • Aug 07New 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 7.1% 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 Share price has been volatile over the past 3 months (7.1% average weekly change). Shareholders have been diluted in the past year (18% increase in shares outstanding).
Buy Or Sell Opportunity • Jul 22Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 16% to CN¥21.43. The fair value is estimated to be CN¥16.91, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Meanwhile, the company became loss making.
공시 • Jun 28Hangzhou Silan Microelectronics Co.,Ltd to Report First Half, 2024 Results on Aug 20, 2024Hangzhou Silan Microelectronics Co.,Ltd announced that they will report first half, 2024 results on Aug 20, 2024
Reported Earnings • Apr 30First quarter 2024 earnings released: CN¥0.009 loss per share (vs CN¥0.15 profit in 1Q 2023)First quarter 2024 results: CN¥0.009 loss per share (down from CN¥0.15 profit in 1Q 2023). Revenue: CN¥2.46b (up 19% from 1Q 2023). Net loss: CN¥15.3m (down 107% from profit in 1Q 2023). Revenue is forecast to grow 14% 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 37% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.
공시 • Apr 24Hangzhou Silan Microelectronics Co.,Ltd, Annual General Meeting, May 17, 2024Hangzhou Silan Microelectronics Co.,Ltd, Annual General Meeting, May 17, 2024, at 13:30 China Standard Time. Location: The Company's Meeting Room, Hangzhou, Zhejiang China
Reported Earnings • Apr 09Full year 2023 earnings released: CN¥0.02 loss per share (vs CN¥0.74 profit in FY 2022)Full year 2023 results: CN¥0.02 loss per share (down from CN¥0.74 profit in FY 2022). Revenue: CN¥9.34b (up 13% from FY 2022). Net loss: CN¥35.8m (down 103% from profit in FY 2022). Revenue is forecast to grow 15% 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 6% per year whereas the company’s share price has fallen by 11% per year.
공시 • Mar 29Hangzhou Silan Microelectronics Co.,Ltd to Report Q1, 2024 Results on Apr 30, 2024Hangzhou Silan Microelectronics Co.,Ltd announced that they will report Q1, 2024 results on Apr 30, 2024
공시 • Dec 29Hangzhou Silan Microelectronics Co.,Ltd to Report Fiscal Year 2023 Results on Apr 09, 2024Hangzhou Silan Microelectronics Co.,Ltd announced that they will report fiscal year 2023 results on Apr 09, 2024
New Risk • Dec 11New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 18% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.9x net interest cover). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.0% net profit margin). Shareholders have been diluted in the past year (18% increase in shares outstanding).
Reported Earnings • Oct 27Third quarter 2023 earnings released: CN¥0.096 loss per share (vs CN¥0.13 profit in 3Q 2022)Third quarter 2023 results: CN¥0.096 loss per share (down from CN¥0.13 profit in 3Q 2022). Revenue: CN¥2.42b (up 18% from 3Q 2022). Net loss: CN¥148.0m (down 185% from profit in 3Q 2022). Revenue is forecast to grow 18% 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 23% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 24Second quarter 2023 earnings released: CN¥0.18 loss per share (vs CN¥0.23 profit in 2Q 2022)Second quarter 2023 results: CN¥0.18 loss per share (down from CN¥0.23 profit in 2Q 2022). Revenue: CN¥2.41b (up 10% from 2Q 2022). Net loss: CN¥254.8m (down 177% from profit in 2Q 2022). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Semiconductor industry in China. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
New Risk • Aug 20New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 4.3% 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 Risk Debt is not well covered by operating cash flow (4.3% operating cash flow to total debt). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (4.8% net profit margin).
Reported Earnings • Apr 01Full year 2022 earnings released: EPS: CN¥0.74 (vs CN¥1.13 in FY 2021)Full year 2022 results: EPS: CN¥0.74 (down from CN¥1.13 in FY 2021). Revenue: CN¥8.28b (up 15% from FY 2021). Net income: CN¥1.05b (down 31% from FY 2021). Profit margin: 13% (down from 21% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 19% 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 92% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Nov 25Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be CN¥45.77, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 38% over the last 3 years. Earnings per share has grown by 107%. For the next 3 years, revenue is forecast to grow by 23% per annum. Earnings is also forecast to grow by 25% per annum over the same time period.
Valuation Update With 7 Day Price Move • Nov 18Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥38.96, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 36x in the Semiconductor industry in China. Total returns to shareholders of 156% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥46.15 per share.
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. 4 experienced directors. 8 highly experienced directors. 3 independent directors (7 non-independent directors). Chairman of the Supervisory Board Wei Quan Song was the last director to join the board, commencing their role in 2012. 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 30Third quarter 2022 earnings released: EPS: CN¥0.13 (vs CN¥0.22 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.13 (down from CN¥0.22 in 3Q 2021). Revenue: CN¥2.06b (up 7.6% from 3Q 2021). Net income: CN¥175.0m (down 41% from 3Q 2021). Profit margin: 8.5% (down from 16% in 3Q 2021). 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 107% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 24Second quarter 2022 earnings released: EPS: CN¥0.23 (vs CN¥0.20 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.23 (up from CN¥0.20 in 2Q 2021). Revenue: CN¥2.18b (up 19% from 2Q 2021). Net income: CN¥330.9m (up 29% from 2Q 2021). Profit margin: 15% (up from 14% in 2Q 2021). Over the next year, revenue is forecast to grow 38%, compared to a 49% growth forecast for the Semiconductor industry in China. Over the last 3 years on average, earnings per share has increased by 114% per year but the company’s share price has only increased by 43% 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 15% share price gain to CN¥50.84, the stock trades at a forward P/E ratio of 44x. Average forward P/E is 39x in the Semiconductor industry in China. Total returns to shareholders of 205% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥21.31 per share.
Reported Earnings • May 02First quarter 2022 earnings released: EPS: CN¥0.19 (vs CN¥0.13 in 1Q 2021)First quarter 2022 results: EPS: CN¥0.19 (up from CN¥0.13 in 1Q 2021). Revenue: CN¥2.00b (up 36% from 1Q 2021). Net income: CN¥268.4m (up 55% from 1Q 2021). Profit margin: 13% (up from 12% in 1Q 2021). Over the next year, revenue is forecast to grow 37%, compared to a 44% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 114% per year but the company’s share price has only increased by 47% 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. No experienced directors. 12 highly experienced directors. 4 independent directors (6 non-independent directors). Independent Director Xiao Gang Jin was the last independent director to join the board, commencing their role in 2012. 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 • Mar 31Full year 2021 earnings released: EPS: CN¥1.13 (vs CN¥0.05 in FY 2020)Full year 2021 results: EPS: CN¥1.13 (up from CN¥0.05 in FY 2020). Revenue: CN¥7.19b (up 68% from FY 2020). Net income: CN¥1.52b (up CN¥1.45b from FY 2020). Profit margin: 21% (up from 1.6% in FY 2020). Over the next year, revenue is forecast to grow 39%, compared to a 46% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has only increased by 44% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Oct 31Third quarter 2021 earnings released: EPS CN¥0.22 (vs CN¥0.01 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥1.91b (up 52% from 3Q 2020). Net income: CN¥296.8m (up CN¥283.1m from 3Q 2020). Profit margin: 16% (up from 1.1% 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 59% per year but the company’s share price has increased by 88% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Aug 19Second quarter 2021 earnings released: EPS CN¥0.20 (vs CN¥0.018 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥1.83b (up 81% from 2Q 2020). Net income: CN¥257.1m (up CN¥228.7m from 2Q 2020). Profit margin: 14% (up from 2.8% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 68% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Apr 29First quarter 2021 earnings released: EPS CN¥0.13 (vs CN¥0.002 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥1.48b (up 114% from 1Q 2020). Net income: CN¥173.7m (up CN¥171.5m from 1Q 2020). Profit margin: 12% (up from 0.3% in 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has increased by 26% per year, which means it is well ahead of earnings.
Reported Earnings • Mar 14Full year 2020 earnings released: EPS CN¥0.052 (vs CN¥0.01 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥4.28b (up 38% from FY 2019). Net income: CN¥67.6m (up 365% from FY 2019). Profit margin: 1.6% (up from 0.5% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 69% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.
Analyst Estimate Surprise Post Earnings • Mar 14Revenue beats expectationsRevenue exceeded analyst estimates by 0.7%. Over the next year, revenue is forecast to grow 25%, compared to a 47% growth forecast for the Semiconductor industry in China.
Is New 90 Day High Low • Mar 02New 90-day high: CN¥29.70The company is up 67% from its price of CN¥17.82 on 02 December 2020. The Chinese market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 7.0% over the same period.
Is New 90 Day High Low • Jan 07New 90-day high: CN¥29.08The company is up 74% from its price of CN¥16.68 on 09 October 2020. The Chinese market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 19% over the same period.
Is New 90 Day High Low • Dec 21New 90-day high: CN¥21.62The company is up 23% from its price of CN¥17.56 on 23 September 2020. The Chinese market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 7.0% over the same period.
Is New 90 Day High Low • Dec 04New 90-day high: CN¥18.55The company is up 7.0% from its price of CN¥17.29 on 04 September 2020. The Chinese market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 2.0% over the same period.
Reported Earnings • Oct 30Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥8.32m, down 88% from the prior year. Total revenue was CN¥3.85b over the last 12 months, up 27% from the prior year.
Is New 90 Day High Low • Oct 06New 90-day low: CN¥16.11The company is down 2.0% from its price of CN¥16.50 on 08 July 2020. The Chinese market is also down 2.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it outperformed the Semiconductor industry, which is down 9.0% over the same period.