View ValuationChina Resources Microelectronics 향후 성장Future 기준 점검 3/6China Resources Microelectronics (는) 각각 연간 33.9% 및 15.9% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 34.1% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 7.3% 로 예상됩니다.핵심 정보33.9%이익 성장률34.05%EPS 성장률Semiconductor 이익 성장46.6%매출 성장률15.9%향후 자기자본이익률7.31%애널리스트 커버리지Good마지막 업데이트28 Apr 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updatesBoard Change • May 20Less 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, 3 were independent directors. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Director Shi Li 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.공시 • Apr 25China Resources Microelectronics Limited, Annual General Meeting, May 22, 2026China Resources Microelectronics Limited, Annual General Meeting, May 22, 2026, at 14:00 China Standard Time. Location: No. 288, Yunhe West Road, Binhu District, Wuxi, Jiangsu China공시 • Mar 30China Resources Microelectronics Limited to Report Q1, 2026 Results on Apr 25, 2026China Resources Microelectronics Limited announced that they will report Q1, 2026 results on Apr 25, 2026공시 • Dec 26China Resources Microelectronics Limited to Report Fiscal Year 2025 Results on Apr 25, 2026China Resources Microelectronics Limited announced that they will report fiscal year 2025 results on Apr 25, 2026공시 • Sep 30China Resources Microelectronics Limited to Report Q3, 2025 Results on Oct 31, 2025China Resources Microelectronics Limited announced that they will report Q3, 2025 results on Oct 31, 2025공시 • Jun 30China Resources Microelectronics Limited to Report First Half, 2025 Results on Aug 29, 2025China Resources Microelectronics Limited announced that they will report first half, 2025 results on Aug 29, 2025공시 • Jun 24China Resources Microelectronics Limited(SHSE:688396) dropped from Shanghai Stock Exchange 180 Value IndexChina Resources Microelectronics Limited removed from Shanghai Stock Exchange 180 Value Index공시 • Apr 30China Resources Microelectronics Limited, Annual General Meeting, May 23, 2025China Resources Microelectronics Limited, Annual General Meeting, May 23, 2025, at 14:00 China Standard Time. Location: No. 288, Yunhe West Road, Binhu District, Wuxi, Jiangsu China공시 • Mar 28China Resources Microelectronics Limited to Report Q1, 2025 Results on Apr 30, 2025China Resources Microelectronics Limited announced that they will report Q1, 2025 results on Apr 30, 2025공시 • Dec 27China Resources Microelectronics Limited to Report Fiscal Year 2024 Results on Apr 30, 2025China Resources Microelectronics Limited announced that they will report fiscal year 2024 results on Apr 30, 2025Reported Earnings • Oct 31Third quarter 2024 earnings released: EPS: CN¥0.17 (vs CN¥0.21 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.17 (down from CN¥0.21 in 3Q 2023). Revenue: CN¥2.71b (up 8.4% from 3Q 2023). Net income: CN¥219.0m (down 21% from 3Q 2023). Profit margin: 8.1% (down from 11% in 3Q 2023). The decrease in margin was driven by higher expenses. 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.Valuation Update With 7 Day Price Move • Oct 17Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥47.50, the stock trades at a forward P/E ratio of 48x. Average forward P/E is 33x in the Semiconductor industry in China. Total loss to shareholders of 7.1% over the past year.공시 • Sep 30China Resources Microelectronics Limited to Report Q3, 2024 Results on Oct 31, 2024China Resources Microelectronics Limited announced that they will report Q3, 2024 results on Oct 31, 2024Valuation Update With 7 Day Price Move • Sep 28Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥39.82, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 29x in the Semiconductor industry in China. Total loss to shareholders of 44% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥16.31 per share.Reported Earnings • Sep 01Second quarter 2024 earnings released: EPS: CN¥0.19 (vs CN¥0.30 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.19 (down from CN¥0.30 in 2Q 2023). Revenue: CN¥2.64b (down 1.5% from 2Q 2023). Net income: CN¥247.1m (down 38% from 2Q 2023). Profit margin: 9.3% (down from 15% in 2Q 2023). The decrease in margin was primarily driven by higher expenses. 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, earnings per share has fallen by 18% per year whereas the company’s share price has fallen by 22% per year.공시 • Jun 29China Resources Microelectronics Limited to Report First Half, 2024 Results on Aug 30, 2024China Resources Microelectronics Limited announced that they will report first half, 2024 results on Aug 30, 2024Reported Earnings • Apr 27First quarter 2024 earnings released: EPS: CN¥0.025 (vs CN¥0.29 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.025 (down from CN¥0.29 in 1Q 2023). Revenue: CN¥2.12b (down 9.8% from 1Q 2023). Net income: CN¥33.2m (down 91% from 1Q 2023). Profit margin: 1.6% (down from 16% in 1Q 2023). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 19% p.a. on average during the next 2 years, compared to a 23% growth forecast for the Semiconductor industry in China.공시 • Apr 27China Resources Microelectronics Limited, Annual General Meeting, May 24, 2024China Resources Microelectronics Limited, Annual General Meeting, May 24, 2024, at 14:00 China Standard Time. Location: No. 88, Liangqing Road, Binhu District, Wuxi, Jiangsu China공시 • Mar 30China Resources Microelectronics Limited to Report Q1, 2024 Results on Apr 26, 2024China Resources Microelectronics Limited announced that they will report Q1, 2024 results on Apr 26, 2024Reported Earnings • Feb 29Full year 2023 earnings released: EPS: CN¥1.12 (vs CN¥1.98 in FY 2022)Full year 2023 results: EPS: CN¥1.12 (down from CN¥1.98 in FY 2022). Revenue: CN¥9.90b (down 1.6% from FY 2022). Net income: CN¥1.48b (down 43% from FY 2022). Profit margin: 15% (down from 26% in FY 2022). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 17% p.a. on average during the next 2 years, compared to a 24% growth forecast for the Semiconductor industry in China.Reported Earnings • Nov 01Third quarter 2023 earnings released: EPS: CN¥0.21 (vs CN¥0.53 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.21 (down from CN¥0.53 in 3Q 2022). Revenue: CN¥2.50b (flat on 3Q 2022). Net income: CN¥278.3m (down 60% from 3Q 2022). Profit margin: 11% (down from 28% in 3Q 2022). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 25% growth forecast for the Semiconductor industry in China.Reported Earnings • Aug 31Second quarter 2023 earnings released: EPS: CN¥0.30 (vs CN¥0.56 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.30 (down from CN¥0.56 in 2Q 2022). Revenue: CN¥2.68b (up 2.0% from 2Q 2022). Net income: CN¥397.5m (down 46% from 2Q 2022). Profit margin: 15% (down from 28% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 25% growth forecast for the Semiconductor industry in China.Board Change • Jul 27Less than half of directors are independentThere are 8 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 4 independent directors. 8 non-independent directors. Independent Director Wei Zhuang was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.이익 및 매출 성장 예측XSSC:688396 - 애널리스트 향후 추정치 및 과거 재무 데이터 (CNY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202818,4702,436N/A4,182412/31/202714,6911,7925753,166812/31/202613,0041,2642492,66553/31/202611,5569078662,441N/A12/31/202511,0546615772,085N/A9/30/202510,7167898972,284N/A6/30/202510,5768217632,094N/A3/31/202510,3578126982,022N/A12/31/202410,1197624672,036N/A9/30/20249,842922131,579N/A6/30/20249,631982-1,3571,609N/A3/31/20249,6701,132-2,7521,528N/A12/31/20239,9011,479-3,4671,738N/A9/30/20239,9581,616-3,5531,955N/A6/30/20239,9442,041-2,3442,178N/A3/31/20239,8922,378-7052,519N/A12/31/202210,0602,6179233,058N/A9/30/20229,9532,6411,5103,359N/A6/30/20229,9402,5552,3653,766N/A3/31/20229,7182,4872,3223,738N/A12/31/20219,2492,2682,1893,454N/A9/30/20219,0161,9612,3243,272N/A6/30/20218,3691,6281,8802,672N/A3/31/20217,6401,2501,7402,311N/A12/31/20206,9779641,2591,832N/A9/30/20206,5008188181,371N/A6/30/20206,1666393781,012N/A3/31/20205,939499195802N/A12/31/20195,743401N/A576N/A12/31/20186,271429N/A1,482N/A12/31/20175,87670N/A1,667N/A12/31/20164,397-303N/A1,103N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 688396 의 연간 예상 수익 증가율(33.9%)이 saving rate(2.4%)보다 높습니다.수익 vs 시장: 688396 의 연간 수익(33.9%)이 CN 시장(27.2%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 688396 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: 688396 의 수익(연간 15.9%)이 CN 시장(연간 16.2%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 688396 의 수익(연간 15.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 688396의 자본 수익률은 3년 후 7.3%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YSemiconductors 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 04:31종가2026/05/22 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스China Resources Microelectronics Limited는 15명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Kevin ChenCitigroup IncKai LiuEverbright Securities Co. Ltd.Allen ChangGoldman Sachs12명의 분석가 더 보기
Board Change • May 20Less 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, 3 were independent directors. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Director Shi Li 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.
공시 • Apr 25China Resources Microelectronics Limited, Annual General Meeting, May 22, 2026China Resources Microelectronics Limited, Annual General Meeting, May 22, 2026, at 14:00 China Standard Time. Location: No. 288, Yunhe West Road, Binhu District, Wuxi, Jiangsu China
공시 • Mar 30China Resources Microelectronics Limited to Report Q1, 2026 Results on Apr 25, 2026China Resources Microelectronics Limited announced that they will report Q1, 2026 results on Apr 25, 2026
공시 • Dec 26China Resources Microelectronics Limited to Report Fiscal Year 2025 Results on Apr 25, 2026China Resources Microelectronics Limited announced that they will report fiscal year 2025 results on Apr 25, 2026
공시 • Sep 30China Resources Microelectronics Limited to Report Q3, 2025 Results on Oct 31, 2025China Resources Microelectronics Limited announced that they will report Q3, 2025 results on Oct 31, 2025
공시 • Jun 30China Resources Microelectronics Limited to Report First Half, 2025 Results on Aug 29, 2025China Resources Microelectronics Limited announced that they will report first half, 2025 results on Aug 29, 2025
공시 • Jun 24China Resources Microelectronics Limited(SHSE:688396) dropped from Shanghai Stock Exchange 180 Value IndexChina Resources Microelectronics Limited removed from Shanghai Stock Exchange 180 Value Index
공시 • Apr 30China Resources Microelectronics Limited, Annual General Meeting, May 23, 2025China Resources Microelectronics Limited, Annual General Meeting, May 23, 2025, at 14:00 China Standard Time. Location: No. 288, Yunhe West Road, Binhu District, Wuxi, Jiangsu China
공시 • Mar 28China Resources Microelectronics Limited to Report Q1, 2025 Results on Apr 30, 2025China Resources Microelectronics Limited announced that they will report Q1, 2025 results on Apr 30, 2025
공시 • Dec 27China Resources Microelectronics Limited to Report Fiscal Year 2024 Results on Apr 30, 2025China Resources Microelectronics Limited announced that they will report fiscal year 2024 results on Apr 30, 2025
Reported Earnings • Oct 31Third quarter 2024 earnings released: EPS: CN¥0.17 (vs CN¥0.21 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.17 (down from CN¥0.21 in 3Q 2023). Revenue: CN¥2.71b (up 8.4% from 3Q 2023). Net income: CN¥219.0m (down 21% from 3Q 2023). Profit margin: 8.1% (down from 11% in 3Q 2023). The decrease in margin was driven by higher expenses. 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.
Valuation Update With 7 Day Price Move • Oct 17Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥47.50, the stock trades at a forward P/E ratio of 48x. Average forward P/E is 33x in the Semiconductor industry in China. Total loss to shareholders of 7.1% over the past year.
공시 • Sep 30China Resources Microelectronics Limited to Report Q3, 2024 Results on Oct 31, 2024China Resources Microelectronics Limited announced that they will report Q3, 2024 results on Oct 31, 2024
Valuation Update With 7 Day Price Move • Sep 28Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥39.82, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 29x in the Semiconductor industry in China. Total loss to shareholders of 44% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥16.31 per share.
Reported Earnings • Sep 01Second quarter 2024 earnings released: EPS: CN¥0.19 (vs CN¥0.30 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.19 (down from CN¥0.30 in 2Q 2023). Revenue: CN¥2.64b (down 1.5% from 2Q 2023). Net income: CN¥247.1m (down 38% from 2Q 2023). Profit margin: 9.3% (down from 15% in 2Q 2023). The decrease in margin was primarily driven by higher expenses. 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, earnings per share has fallen by 18% per year whereas the company’s share price has fallen by 22% per year.
공시 • Jun 29China Resources Microelectronics Limited to Report First Half, 2024 Results on Aug 30, 2024China Resources Microelectronics Limited announced that they will report first half, 2024 results on Aug 30, 2024
Reported Earnings • Apr 27First quarter 2024 earnings released: EPS: CN¥0.025 (vs CN¥0.29 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.025 (down from CN¥0.29 in 1Q 2023). Revenue: CN¥2.12b (down 9.8% from 1Q 2023). Net income: CN¥33.2m (down 91% from 1Q 2023). Profit margin: 1.6% (down from 16% in 1Q 2023). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 19% p.a. on average during the next 2 years, compared to a 23% growth forecast for the Semiconductor industry in China.
공시 • Apr 27China Resources Microelectronics Limited, Annual General Meeting, May 24, 2024China Resources Microelectronics Limited, Annual General Meeting, May 24, 2024, at 14:00 China Standard Time. Location: No. 88, Liangqing Road, Binhu District, Wuxi, Jiangsu China
공시 • Mar 30China Resources Microelectronics Limited to Report Q1, 2024 Results on Apr 26, 2024China Resources Microelectronics Limited announced that they will report Q1, 2024 results on Apr 26, 2024
Reported Earnings • Feb 29Full year 2023 earnings released: EPS: CN¥1.12 (vs CN¥1.98 in FY 2022)Full year 2023 results: EPS: CN¥1.12 (down from CN¥1.98 in FY 2022). Revenue: CN¥9.90b (down 1.6% from FY 2022). Net income: CN¥1.48b (down 43% from FY 2022). Profit margin: 15% (down from 26% in FY 2022). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 17% p.a. on average during the next 2 years, compared to a 24% growth forecast for the Semiconductor industry in China.
Reported Earnings • Nov 01Third quarter 2023 earnings released: EPS: CN¥0.21 (vs CN¥0.53 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.21 (down from CN¥0.53 in 3Q 2022). Revenue: CN¥2.50b (flat on 3Q 2022). Net income: CN¥278.3m (down 60% from 3Q 2022). Profit margin: 11% (down from 28% in 3Q 2022). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 25% growth forecast for the Semiconductor industry in China.
Reported Earnings • Aug 31Second quarter 2023 earnings released: EPS: CN¥0.30 (vs CN¥0.56 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.30 (down from CN¥0.56 in 2Q 2022). Revenue: CN¥2.68b (up 2.0% from 2Q 2022). Net income: CN¥397.5m (down 46% from 2Q 2022). Profit margin: 15% (down from 28% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 25% growth forecast for the Semiconductor industry in China.
Board Change • Jul 27Less than half of directors are independentThere are 8 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 4 independent directors. 8 non-independent directors. Independent Director Wei Zhuang was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.