View ValuationGuobo Electronics 향후 성장Future 기준 점검 4/6Guobo Electronics (는) 각각 연간 26.9% 및 23% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 27% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 11.4% 로 예상됩니다.핵심 정보26.9%이익 성장률27.03%EPS 성장률Semiconductor 이익 성장46.3%매출 성장률23.0%향후 자기자본이익률11.37%애널리스트 커버리지Low마지막 업데이트10 May 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updatesBoard Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Director Ying Cheng was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공시 • Apr 30Guobo Electronics Co., Ltd., Annual General Meeting, May 21, 2026Guobo Electronics Co., Ltd., Annual General Meeting, May 21, 2026, at 14:00 China Standard Time. Location: No. 155, Zhengfang Middle Road, Jiangning Economic and Technological Development Zone, Nanjing, Jiangsu China공시 • Mar 30Guobo Electronics Co., Ltd. to Report Q1, 2026 Results on Apr 30, 2026Guobo Electronics Co., Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026공시 • Dec 26Guobo Electronics Co., Ltd. to Report Fiscal Year 2025 Results on Apr 10, 2026Guobo Electronics Co., Ltd. announced that they will report fiscal year 2025 results on Apr 10, 2026공시 • Sep 30Guobo Electronics Co., Ltd. to Report Q3, 2025 Results on Oct 30, 2025Guobo Electronics Co., Ltd. announced that they will report Q3, 2025 results on Oct 30, 2025공시 • Jun 30Guobo Electronics Co., Ltd. to Report First Half, 2025 Results on Aug 29, 2025Guobo Electronics Co., Ltd. announced that they will report first half, 2025 results on Aug 29, 2025공시 • Apr 11Guobo Electronics Co., Ltd., Annual General Meeting, May 08, 2025Guobo Electronics Co., Ltd., Annual General Meeting, May 08, 2025, at 14:00 China Standard Time. Location: No. 155, Zhengfang Middle Road, Jiangning Economic and Technological Development Zone, Nanjing, Jiangsu China공시 • Mar 28Guobo Electronics Co., Ltd. to Report Q1, 2025 Results on Apr 30, 2025Guobo Electronics Co., Ltd. announced that they will report Q1, 2025 results on Apr 30, 2025공시 • Dec 27Guobo Electronics Co., Ltd. to Report Fiscal Year 2024 Results on Apr 11, 2025Guobo Electronics Co., Ltd. announced that they will report fiscal year 2024 results on Apr 11, 2025Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: CN¥0.10 (vs CN¥0.24 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.10 (down from CN¥0.24 in 3Q 2023). Revenue: CN¥511.0m (down 44% from 3Q 2023). Net income: CN¥61.9m (down 56% from 3Q 2023). Profit margin: 12% (down from 16% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Semiconductor industry in China.Valuation Update With 7 Day Price Move • Oct 24Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥56.83, the stock trades at a forward P/E ratio of 52x. Average forward P/E is 36x in the Semiconductor industry in China. Total returns to shareholders of 9.2% over the past year.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 7.8% 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.8% average weekly change). Large one-off items impacting financial results.공시 • Sep 30Guobo Electronics Co., Ltd. to Report Q3, 2024 Results on Oct 30, 2024Guobo Electronics Co., Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥40.00, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 27x in the Semiconductor industry in China. Total loss to shareholders of 29% over the past year.New Risk • Sep 06New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 23% 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.Reported Earnings • Aug 26Second quarter 2024 earnings released: EPS: CN¥0.21 (vs CN¥0.32 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.21 (down from CN¥0.32 in 2Q 2023). Revenue: CN¥609.4m (down 50% from 2Q 2023). Net income: CN¥123.8m (down 36% from 2Q 2023). Profit margin: 20% (up from 16% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Semiconductor industry in China.공시 • Jun 29Guobo Electronics Co., Ltd. to Report First Half, 2024 Results on Aug 26, 2024Guobo Electronics Co., Ltd. announced that they will report first half, 2024 results on Aug 26, 2024Reported Earnings • May 01First quarter 2024 earnings released: EPS: CN¥0.30 (vs CN¥0.29 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.30 (up from CN¥0.29 in 1Q 2023). Revenue: CN¥693.2m (flat on 1Q 2023). Net income: CN¥120.8m (up 4.2% from 1Q 2023). Profit margin: 17% (in line with 1Q 2023). Revenue is forecast to grow 31% p.a. on average during the next 2 years, compared to a 23% growth forecast for the Semiconductor industry in China.공시 • May 01Guobo Electronics Co., Ltd., Annual General Meeting, May 22, 2024Guobo Electronics Co., Ltd., Annual General Meeting, May 22, 2024, at 14:00 China Standard Time. Location: No. 155, Zhengfang Middle Road, Jiangning Economic and Technological Development Zone, Nanjing, Jiangsu China공시 • Mar 30Guobo Electronics Co., Ltd. to Report Q1, 2024 Results on Apr 30, 2024Guobo Electronics Co., Ltd. announced that they will report Q1, 2024 results on Apr 30, 2024Valuation Update With 7 Day Price Move • Feb 05Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥53.28, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 24x in the Semiconductor industry in China. Simply Wall St's valuation model estimates the intrinsic value at CN¥100 per share.Buying Opportunity • Dec 05Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 7.1%. The fair value is estimated to be CN¥103, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 18%. Revenue is forecast to grow by 67% in 2 years. Earnings is forecast to grow by 76% in the next 2 years.Board Change • Aug 17Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 5 new directors. No experienced directors. No highly experienced directors. 2 independent directors (3 non-independent directors). Independent Director Qi Han is the most experienced director on the board, commencing their role in 2020. Independent Director Ying Cheng was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.이익 및 매출 성장 예측XSSC:688375 - 애널리스트 향후 추정치 및 과거 재무 데이터 (CNY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20284,491973N/A932312/31/20273,614768N/A705312/31/20262,912598N/A76233/31/20262,355451530873N/A12/31/20252,386508515889N/A9/30/20252,346425-24890N/A6/30/20252,359441-338-19N/A3/31/20252,24842117312N/A12/31/20242,591485-63272N/A9/30/20242,5554626731,235N/A6/30/20242,9485424691,058N/A3/31/20243,563611204857N/A12/31/20233,567606180839N/A9/30/20233,625569-942-429N/A6/30/20233,646567-284251N/A3/31/20233,553536-971-433N/A12/31/20223,461520-690-184N/A9/30/20223,504478192707N/A6/30/20223,1134387071,236N/A3/31/20222,7544099861,467N/A12/31/20212,5093686911,143N/A12/31/20202,212308-800-416N/A12/31/20192,225367N/A-367N/A12/31/20181,724252N/A-204N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 688375 의 연간 예상 수익 증가율(26.9%)이 saving rate(2.4%)보다 높습니다.수익 vs 시장: 688375 의 연간 수익(26.9%)이 CN 시장(27.3%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: 688375 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: 688375 의 수익(연간 23%)이 CN 시장(연간 16.4%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 688375 의 수익(연간 23%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 688375의 자본 수익률은 3년 후 11.4%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YSemiconductors 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/25 08:17종가2026/05/25 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 소스Guobo Electronics Co., Ltd.는 8명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Liang LiChina Galaxy Securities Co., Ltd.Chenshuo FuCitic Securities Co., Ltd.Chenglong MaGuosen Securities Co., Ltd.5명의 분석가 더 보기
Board Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Director Ying Cheng was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • Apr 30Guobo Electronics Co., Ltd., Annual General Meeting, May 21, 2026Guobo Electronics Co., Ltd., Annual General Meeting, May 21, 2026, at 14:00 China Standard Time. Location: No. 155, Zhengfang Middle Road, Jiangning Economic and Technological Development Zone, Nanjing, Jiangsu China
공시 • Mar 30Guobo Electronics Co., Ltd. to Report Q1, 2026 Results on Apr 30, 2026Guobo Electronics Co., Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026
공시 • Dec 26Guobo Electronics Co., Ltd. to Report Fiscal Year 2025 Results on Apr 10, 2026Guobo Electronics Co., Ltd. announced that they will report fiscal year 2025 results on Apr 10, 2026
공시 • Sep 30Guobo Electronics Co., Ltd. to Report Q3, 2025 Results on Oct 30, 2025Guobo Electronics Co., Ltd. announced that they will report Q3, 2025 results on Oct 30, 2025
공시 • Jun 30Guobo Electronics Co., Ltd. to Report First Half, 2025 Results on Aug 29, 2025Guobo Electronics Co., Ltd. announced that they will report first half, 2025 results on Aug 29, 2025
공시 • Apr 11Guobo Electronics Co., Ltd., Annual General Meeting, May 08, 2025Guobo Electronics Co., Ltd., Annual General Meeting, May 08, 2025, at 14:00 China Standard Time. Location: No. 155, Zhengfang Middle Road, Jiangning Economic and Technological Development Zone, Nanjing, Jiangsu China
공시 • Mar 28Guobo Electronics Co., Ltd. to Report Q1, 2025 Results on Apr 30, 2025Guobo Electronics Co., Ltd. announced that they will report Q1, 2025 results on Apr 30, 2025
공시 • Dec 27Guobo Electronics Co., Ltd. to Report Fiscal Year 2024 Results on Apr 11, 2025Guobo Electronics Co., Ltd. announced that they will report fiscal year 2024 results on Apr 11, 2025
Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: CN¥0.10 (vs CN¥0.24 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.10 (down from CN¥0.24 in 3Q 2023). Revenue: CN¥511.0m (down 44% from 3Q 2023). Net income: CN¥61.9m (down 56% from 3Q 2023). Profit margin: 12% (down from 16% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Semiconductor industry in China.
Valuation Update With 7 Day Price Move • Oct 24Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥56.83, the stock trades at a forward P/E ratio of 52x. Average forward P/E is 36x in the Semiconductor industry in China. Total returns to shareholders of 9.2% over the past year.
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 7.8% 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.8% average weekly change). Large one-off items impacting financial results.
공시 • Sep 30Guobo Electronics Co., Ltd. to Report Q3, 2024 Results on Oct 30, 2024Guobo Electronics Co., Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024
Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥40.00, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 27x in the Semiconductor industry in China. Total loss to shareholders of 29% over the past year.
New Risk • Sep 06New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 23% 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
Reported Earnings • Aug 26Second quarter 2024 earnings released: EPS: CN¥0.21 (vs CN¥0.32 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.21 (down from CN¥0.32 in 2Q 2023). Revenue: CN¥609.4m (down 50% from 2Q 2023). Net income: CN¥123.8m (down 36% from 2Q 2023). Profit margin: 20% (up from 16% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Semiconductor industry in China.
공시 • Jun 29Guobo Electronics Co., Ltd. to Report First Half, 2024 Results on Aug 26, 2024Guobo Electronics Co., Ltd. announced that they will report first half, 2024 results on Aug 26, 2024
Reported Earnings • May 01First quarter 2024 earnings released: EPS: CN¥0.30 (vs CN¥0.29 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.30 (up from CN¥0.29 in 1Q 2023). Revenue: CN¥693.2m (flat on 1Q 2023). Net income: CN¥120.8m (up 4.2% from 1Q 2023). Profit margin: 17% (in line with 1Q 2023). Revenue is forecast to grow 31% p.a. on average during the next 2 years, compared to a 23% growth forecast for the Semiconductor industry in China.
공시 • May 01Guobo Electronics Co., Ltd., Annual General Meeting, May 22, 2024Guobo Electronics Co., Ltd., Annual General Meeting, May 22, 2024, at 14:00 China Standard Time. Location: No. 155, Zhengfang Middle Road, Jiangning Economic and Technological Development Zone, Nanjing, Jiangsu China
공시 • Mar 30Guobo Electronics Co., Ltd. to Report Q1, 2024 Results on Apr 30, 2024Guobo Electronics Co., Ltd. announced that they will report Q1, 2024 results on Apr 30, 2024
Valuation Update With 7 Day Price Move • Feb 05Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥53.28, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 24x in the Semiconductor industry in China. Simply Wall St's valuation model estimates the intrinsic value at CN¥100 per share.
Buying Opportunity • Dec 05Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 7.1%. The fair value is estimated to be CN¥103, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 18%. Revenue is forecast to grow by 67% in 2 years. Earnings is forecast to grow by 76% in the next 2 years.
Board Change • Aug 17Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 5 new directors. No experienced directors. No highly experienced directors. 2 independent directors (3 non-independent directors). Independent Director Qi Han is the most experienced director on the board, commencing their role in 2020. Independent Director Ying Cheng was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.