View ValuationYangtze Optical Electronic 향후 성장Future 기준 점검 5/6Yangtze Optical Electronic (는) 각각 연간 56.1% 및 26.7% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 56% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 13.3% 로 예상됩니다.핵심 정보56.1%이익 성장률56.02%EPS 성장률Communications 이익 성장47.4%매출 성장률26.7%향후 자기자본이익률13.32%애널리스트 커버리지Low마지막 업데이트05 May 2026최근 향후 성장 업데이트Major Estimate Revision • May 06Consensus revenue estimates decrease by 28%The consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast fell from CN¥742.3m to CN¥537.0m. EPS estimate unchanged at CN¥1.02 per share. Net income forecast to grow 449% next year vs 112% growth forecast for Communications industry in China. Consensus price target of CN¥81.60 unchanged from last update. Share price rose 5.7% to CN¥67.60 over the past week.Major Estimate Revision • Apr 12Consensus EPS estimates fall by 23%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from CN¥517.1m to CN¥507.0m. EPS estimate also fell from CN¥0.805 per share to CN¥0.62 per share. Net income forecast to grow 324% next year vs 56% growth forecast for Communications industry in China. Consensus price target of CN¥24.38 unchanged from last update. Share price was steady at CN¥31.80 over the past week.Major Estimate Revision • Sep 04Consensus EPS estimates fall by 28%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from CN¥0.737 to CN¥0.53. Revenue forecast unchanged from CN¥379.2m at last update. Net income forecast to grow 456% next year vs 62% growth forecast for Communications industry in China. Consensus price target of CN¥24.38 unchanged from last update. Share price was steady at CN¥17.14 over the past week.Major Estimate Revision • May 13Consensus revenue estimates increase by 11%, EPS downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from CN¥347.4m to CN¥386.4m. EPS estimate fell from CN¥0.777 to CN¥0.745. Net income forecast to grow 238% next year vs 66% growth forecast for Communications industry in China. Consensus price target of CN¥32.81 unchanged from last update. Share price was steady at CN¥22.47 over the past week.모든 업데이트 보기Recent updatesMajor Estimate Revision • May 06Consensus revenue estimates decrease by 28%The consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast fell from CN¥742.3m to CN¥537.0m. EPS estimate unchanged at CN¥1.02 per share. Net income forecast to grow 449% next year vs 112% growth forecast for Communications industry in China. Consensus price target of CN¥81.60 unchanged from last update. Share price rose 5.7% to CN¥67.60 over the past week.공시 • Apr 29Yangtze Optical Electronic Co., Ltd., Annual General Meeting, May 22, 2026Yangtze Optical Electronic Co., Ltd., Annual General Meeting, May 22, 2026, at 14:30 China Standard Time. Location: The Company's Meeting Room, Wuhan, Hunan ChinaReported Earnings • Apr 29Full year 2025 earnings released: EPS: CN¥0.19 (vs CN¥0.15 in FY 2024)Full year 2025 results: EPS: CN¥0.19 (up from CN¥0.15 in FY 2024). Revenue: CN¥398.0m (up 20% from FY 2024). Net income: CN¥23.9m (up 33% from FY 2024). Profit margin: 6.0% (up from 5.4% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 40% p.a. on average during the next 2 years, compared to a 33% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings.공시 • Mar 30Yangtze Optical Electronic Co., Ltd. to Report Q1, 2026 Results on Apr 29, 2026Yangtze Optical Electronic Co., Ltd. announced that they will report Q1, 2026 results on Apr 29, 2026New Risk • Feb 09New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Chinese stocks, typically moving 9.8% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (9.8% average weekly change). High level of non-cash earnings (39% accrual ratio).공시 • Dec 26Yangtze Optical Electronic Co., Ltd. to Report Fiscal Year 2025 Results on Apr 29, 2026Yangtze Optical Electronic Co., Ltd. announced that they will report fiscal year 2025 results on Apr 29, 2026Reported Earnings • Nov 03Third quarter 2025 earnings released: EPS: CN¥0.015 (vs CN¥0.14 loss in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.015 (up from CN¥0.14 loss in 3Q 2024). Revenue: CN¥77.0m (up 66% from 3Q 2024). Net income: CN¥1.68m (up CN¥20.5m from 3Q 2024). Profit margin: 2.2% (up from net loss in 3Q 2024). The move to profitability was driven by higher revenue. Revenue is forecast to grow 39% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Communications industry in China.공시 • Sep 30Yangtze Optical Electronic Co., Ltd. to Report Q3, 2025 Results on Oct 30, 2025Yangtze Optical Electronic Co., Ltd. announced that they will report Q3, 2025 results on Oct 30, 2025공시 • Jun 30Yangtze Optical Electronic Co., Ltd. to Report First Half, 2025 Results on Aug 28, 2025Yangtze Optical Electronic Co., Ltd. announced that they will report first half, 2025 results on Aug 28, 2025공시 • May 16Yangtze Optical Electronic Co., Ltd., Annual General Meeting, Jun 06, 2025Yangtze Optical Electronic Co., Ltd., Annual General Meeting, Jun 06, 2025, at 14:30 China Standard Time. Location: The Company's Meeting Room, Wuhan, Hunan ChinaNew Risk • Apr 30New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 5.8% Last year net profit margin: 12% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (33% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Profit margins are more than 30% lower than last year (5.8% net profit margin).Reported Earnings • Apr 30First quarter 2025 earnings released: EPS: CN¥0.07 (vs CN¥0.049 in 1Q 2024)First quarter 2025 results: EPS: CN¥0.07 (up from CN¥0.049 in 1Q 2024). Revenue: CN¥65.5m (up 15% from 1Q 2024). Net income: CN¥8.28m (up 30% from 1Q 2024). Profit margin: 13% (up from 11% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 33% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Communications industry in China.Major Estimate Revision • Apr 12Consensus EPS estimates fall by 23%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from CN¥517.1m to CN¥507.0m. EPS estimate also fell from CN¥0.805 per share to CN¥0.62 per share. Net income forecast to grow 324% next year vs 56% growth forecast for Communications industry in China. Consensus price target of CN¥24.38 unchanged from last update. Share price was steady at CN¥31.80 over the past week.공시 • Mar 28Yangtze Optical Electronic Co., Ltd. to Report Q1, 2025 Results on Apr 29, 2025Yangtze Optical Electronic Co., Ltd. announced that they will report Q1, 2025 results on Apr 29, 2025Reported Earnings • Mar 03Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: CN¥0.15 (up from CN¥0.13 in FY 2023). Revenue: CN¥330.8m (up 50% from FY 2023). Net income: CN¥17.8m (up 14% from FY 2023). Profit margin: 5.4% (down from 7.1% in FY 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 4.8%. Earnings per share (EPS) also missed analyst estimates by 68%. Revenue is forecast to grow 35% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Communications industry in China.분석 기사 • Feb 19Investors Appear Satisfied With Yangtze Optical Electronic Co., Ltd.'s (SHSE:688143) Prospects As Shares Rocket 31%The Yangtze Optical Electronic Co., Ltd. ( SHSE:688143 ) share price has done very well over the last month, posting an...공시 • Dec 27Yangtze Optical Electronic Co., Ltd. to Report Fiscal Year 2024 Results on Apr 11, 2025Yangtze Optical Electronic Co., Ltd. announced that they will report fiscal year 2024 results on Apr 11, 2025New Risk • Nov 15New 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 12% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (12% average weekly change). High level of non-cash earnings (31% accrual ratio). Minor Risk Profit margins are more than 30% lower than last year (3.4% net profit margin).분석 기사 • Nov 06Yangtze Optical Electronic's (SHSE:688143) Shareholders Have More To Worry About Than Lackluster EarningsThe market shrugged off Yangtze Optical Electronic Co., Ltd.'s ( SHSE:688143 ) weak earnings report. Despite the...Reported Earnings • Oct 30Third quarter 2024 earnings released: CN¥0.14 loss per share (vs CN¥0.067 loss in 3Q 2023)Third quarter 2024 results: CN¥0.14 loss per share (further deteriorated from CN¥0.067 loss in 3Q 2023). Revenue: CN¥46.5m (up 57% from 3Q 2023). Net loss: CN¥18.9m (loss widened 57% from 3Q 2023). Revenue is forecast to grow 47% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Communications industry in China.공시 • Sep 30Yangtze Optical Electronic Co., Ltd. to Report Q3, 2024 Results on Oct 30, 2024Yangtze Optical Electronic Co., Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024Major Estimate Revision • Sep 04Consensus EPS estimates fall by 28%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from CN¥0.737 to CN¥0.53. Revenue forecast unchanged from CN¥379.2m at last update. Net income forecast to grow 456% next year vs 62% growth forecast for Communications industry in China. Consensus price target of CN¥24.38 unchanged from last update. Share price was steady at CN¥17.14 over the past week.Reported Earnings • Aug 29Second quarter 2024 earnings released: EPS: CN¥0.086 (vs CN¥0.19 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.086 (down from CN¥0.19 in 2Q 2023). Revenue: CN¥79.8m (down 1.9% from 2Q 2023). Net income: CN¥8.81m (down 62% from 2Q 2023). Profit margin: 11% (down from 29% in 2Q 2023). Revenue is forecast to grow 45% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Communications industry in China.New Risk • Jul 26New 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 7.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (28% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (7.4% average weekly change). Profit margins are more than 30% lower than last year (12% net profit margin).공시 • Jul 18Yangtze Optical Electronic Co., Ltd. (SHSE:688143) announces an Equity Buyback for CNY 40 million worth of its shares.Yangtze Optical Electronic Co., Ltd. (SHSE:688143) announces a share repurchase program. Under the program, the company will repurchase its own shares for a total of CNY 40 million. The shares will be purchased at a price not exceeding CNY 33.13 per share. The repurchased shares will be used for the implementation of ESOP or equity incentive plan. The program will be valid for 12 months.공시 • Jun 29Yangtze Optical Electronic Co., Ltd. to Report First Half, 2024 Results on Aug 29, 2024Yangtze Optical Electronic Co., Ltd. announced that they will report first half, 2024 results on Aug 29, 2024공시 • Jun 06Wuhan Fulu Investment Consulting Co., Ltd. agreed to acquire Changyingtong (Ezhou) Ecological Agriculture Development Co., Ltd. from Yangtze Optical Electronic Co., Ltd. (SHSE:688143) for CNY 10 billion.Wuhan Fulu Investment Consulting Co., Ltd. agreed to acquire Changyingtong (Ezhou) Ecological Agriculture Development Co., Ltd. from Yangtze Optical Electronic Co., Ltd. (SHSE:688143) for CNY 10 billion on June 3, 2024. As of June 3, 2024 9th (Extraordinary) Meeting of the 2nd Board of Directors and 8th Meeting of the 2nd Board of Supervisors of Yangtze Optical Electronic Co., Ltd. (SHSE:688143) approved the transaction.공시 • Jun 05Yangtze Optical Electronic Co., Ltd., Annual General Meeting, Jun 24, 2024Yangtze Optical Electronic Co., Ltd., Annual General Meeting, Jun 24, 2024, at 14:30 China Standard Time. Location: The Company's Meeting Room, Wuhan, Hunan ChinaMajor Estimate Revision • May 13Consensus revenue estimates increase by 11%, EPS downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from CN¥347.4m to CN¥386.4m. EPS estimate fell from CN¥0.777 to CN¥0.745. Net income forecast to grow 238% next year vs 66% growth forecast for Communications industry in China. Consensus price target of CN¥32.81 unchanged from last update. Share price was steady at CN¥22.47 over the past week.분석 기사 • Apr 04Beyond Lackluster Earnings: Potential Concerns For Yangtze Optical Electronic's (SHSE:688143) ShareholdersYangtze Optical Electronic Co., Ltd.'s ( SHSE:688143 ) stock wasn't much affected by its recent lackluster earnings...공시 • Mar 29Yangtze Optical Electronic Co., Ltd. to Report Q1, 2024 Results on Apr 23, 2024Yangtze Optical Electronic Co., Ltd. announced that they will report Q1, 2024 results on Apr 23, 2024Reported Earnings • Mar 27Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: CN¥0.13 (down from CN¥0.88 in FY 2022). Revenue: CN¥220.2m (down 30% from FY 2022). Net income: CN¥15.6m (down 81% from FY 2022). Profit margin: 7.1% (down from 26% in FY 2022). Revenue missed analyst estimates by 37%. Earnings per share (EPS) also missed analyst estimates by 80%. Revenue is forecast to grow 50% p.a. on average during the next 2 years, compared to a 23% growth forecast for the Communications industry in China.Reported Earnings • Feb 25Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: CN¥0.12 (down from CN¥0.88 in FY 2022). Revenue: CN¥220.2m (down 30% from FY 2022). Net income: CN¥15.0m (down 82% from FY 2022). Profit margin: 6.8% (down from 26% in FY 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 37%. Earnings per share (EPS) also missed analyst estimates by 82%. Revenue is forecast to grow 50% p.a. on average during the next 2 years, compared to a 24% growth forecast for the Communications industry in China.공시 • Feb 09Yangtze Optical Electronic Co., Ltd. (SHSE:688143) announces an Equity Buyback for CNY 50 million worth of its shares.Yangtze Optical Electronic Co., Ltd. (SHSE:688143) announces a share repurchase program. Under the program, the company will repurchase its own shares for a total of CNY 50 million. The shares will be purchased at a price not exceeding CNY 39.22 per share. The repurchased shares will be used for the implementation of ESOP or equity incentive plan. If the company fails to implement equity incentives or employee stock ownership plans within three years after the completion of the share repurchase, the unimplemented portion of the shares will be subject to legal be cancelled. The program will be funded from company's own funds. The program will be valid for 12 months.Valuation Update With 7 Day Price Move • Feb 01Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to CN¥20.60, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 22x in the Communications industry in China. Total loss to shareholders of 47% over the past year.New Risk • Jan 17New 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 7.8% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (7.8% average weekly change). Dividend is not well covered by earnings and cash flows. Payout ratio: 154% Paying a dividend despite having no free cash flows. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (14% net profit margin).Reported Earnings • Oct 27Third quarter 2023 earnings released: CN¥0.067 loss per share (vs CN¥0.11 profit in 3Q 2022)Third quarter 2023 results: CN¥0.067 loss per share (down from CN¥0.11 profit in 3Q 2022). Revenue: CN¥29.6m (down 56% from 3Q 2022). Net loss: CN¥12.0m (down 219% from profit in 3Q 2022). Revenue is forecast to grow 39% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Communications industry in China.Reported Earnings • Aug 24Second quarter 2023 earnings releasedSecond quarter 2023 results: EPS: CN¥0.19. Net income: CN¥23.3m (up CN¥23.3m from 2Q 2022). Revenue is forecast to grow 34% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Communications industry in China.Valuation Update With 7 Day Price Move • Jul 05Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥39.57, the stock trades at a trailing P/E ratio of 76.6x. Average trailing P/E is 61x in the Communications industry in China.공시 • Jun 28Yangtze Optical Electronic Co., Ltd. to Report First Half, 2023 Results on Aug 24, 2023Yangtze Optical Electronic Co., Ltd. announced that they will report first half, 2023 results on Aug 24, 2023Valuation Update With 7 Day Price Move • Jun 19Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥45.85, the stock trades at a trailing P/E ratio of 68.3x. Average trailing P/E is 61x in the Communications industry in China.Valuation Update With 7 Day Price Move • May 19Investor sentiment improves as stock rises 21%After last week's 21% share price gain to CN¥44.04, the stock trades at a trailing P/E ratio of 65.6x. Average trailing P/E is 51x in the Communications industry in China.이익 및 매출 성장 예측SHSE:688143 - 애널리스트 향후 추정치 및 과거 재무 데이터 (CNY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/2028886273N/A398112/31/2027696198N/A-49112/31/2026537131N/A36213/31/202641722-16048N/A12/31/202539824-19521N/A9/30/202541752-262-23N/A6/30/202538632-254-24N/A3/31/202533920-212-25N/A12/31/202433118-188-34N/A9/30/20242709-165-43N/A6/30/202425316-147-29N/A3/31/202425431-113-10N/A12/31/202322016-6421N/A9/30/202323532-54-13N/A6/30/202327255-48-15N/A3/31/202328563-305N/A12/31/202231481-333N/A9/30/2022314912257N/A12/31/2021262774059N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 688143 의 연간 예상 수익 증가율(56.1%)이 saving rate(2.4%)보다 높습니다.수익 vs 시장: 688143 의 연간 수익(56.1%)이 CN 시장(27.2%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 688143 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: 688143 의 수익(연간 26.7%)이 CN 시장(연간 16.2%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 688143 의 수익(연간 26.7%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 688143의 자본 수익률은 3년 후 13.3%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YTech 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/21 18:50종가2026/05/21 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 소스Yangtze Optical Electronic Co., Ltd.는 1명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Xing WangHuatai Research
Major Estimate Revision • May 06Consensus revenue estimates decrease by 28%The consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast fell from CN¥742.3m to CN¥537.0m. EPS estimate unchanged at CN¥1.02 per share. Net income forecast to grow 449% next year vs 112% growth forecast for Communications industry in China. Consensus price target of CN¥81.60 unchanged from last update. Share price rose 5.7% to CN¥67.60 over the past week.
Major Estimate Revision • Apr 12Consensus EPS estimates fall by 23%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from CN¥517.1m to CN¥507.0m. EPS estimate also fell from CN¥0.805 per share to CN¥0.62 per share. Net income forecast to grow 324% next year vs 56% growth forecast for Communications industry in China. Consensus price target of CN¥24.38 unchanged from last update. Share price was steady at CN¥31.80 over the past week.
Major Estimate Revision • Sep 04Consensus EPS estimates fall by 28%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from CN¥0.737 to CN¥0.53. Revenue forecast unchanged from CN¥379.2m at last update. Net income forecast to grow 456% next year vs 62% growth forecast for Communications industry in China. Consensus price target of CN¥24.38 unchanged from last update. Share price was steady at CN¥17.14 over the past week.
Major Estimate Revision • May 13Consensus revenue estimates increase by 11%, EPS downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from CN¥347.4m to CN¥386.4m. EPS estimate fell from CN¥0.777 to CN¥0.745. Net income forecast to grow 238% next year vs 66% growth forecast for Communications industry in China. Consensus price target of CN¥32.81 unchanged from last update. Share price was steady at CN¥22.47 over the past week.
Major Estimate Revision • May 06Consensus revenue estimates decrease by 28%The consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast fell from CN¥742.3m to CN¥537.0m. EPS estimate unchanged at CN¥1.02 per share. Net income forecast to grow 449% next year vs 112% growth forecast for Communications industry in China. Consensus price target of CN¥81.60 unchanged from last update. Share price rose 5.7% to CN¥67.60 over the past week.
공시 • Apr 29Yangtze Optical Electronic Co., Ltd., Annual General Meeting, May 22, 2026Yangtze Optical Electronic Co., Ltd., Annual General Meeting, May 22, 2026, at 14:30 China Standard Time. Location: The Company's Meeting Room, Wuhan, Hunan China
Reported Earnings • Apr 29Full year 2025 earnings released: EPS: CN¥0.19 (vs CN¥0.15 in FY 2024)Full year 2025 results: EPS: CN¥0.19 (up from CN¥0.15 in FY 2024). Revenue: CN¥398.0m (up 20% from FY 2024). Net income: CN¥23.9m (up 33% from FY 2024). Profit margin: 6.0% (up from 5.4% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 40% p.a. on average during the next 2 years, compared to a 33% growth forecast for the Communications industry in China. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings.
공시 • Mar 30Yangtze Optical Electronic Co., Ltd. to Report Q1, 2026 Results on Apr 29, 2026Yangtze Optical Electronic Co., Ltd. announced that they will report Q1, 2026 results on Apr 29, 2026
New Risk • Feb 09New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Chinese stocks, typically moving 9.8% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (9.8% average weekly change). High level of non-cash earnings (39% accrual ratio).
공시 • Dec 26Yangtze Optical Electronic Co., Ltd. to Report Fiscal Year 2025 Results on Apr 29, 2026Yangtze Optical Electronic Co., Ltd. announced that they will report fiscal year 2025 results on Apr 29, 2026
Reported Earnings • Nov 03Third quarter 2025 earnings released: EPS: CN¥0.015 (vs CN¥0.14 loss in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.015 (up from CN¥0.14 loss in 3Q 2024). Revenue: CN¥77.0m (up 66% from 3Q 2024). Net income: CN¥1.68m (up CN¥20.5m from 3Q 2024). Profit margin: 2.2% (up from net loss in 3Q 2024). The move to profitability was driven by higher revenue. Revenue is forecast to grow 39% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Communications industry in China.
공시 • Sep 30Yangtze Optical Electronic Co., Ltd. to Report Q3, 2025 Results on Oct 30, 2025Yangtze Optical Electronic Co., Ltd. announced that they will report Q3, 2025 results on Oct 30, 2025
공시 • Jun 30Yangtze Optical Electronic Co., Ltd. to Report First Half, 2025 Results on Aug 28, 2025Yangtze Optical Electronic Co., Ltd. announced that they will report first half, 2025 results on Aug 28, 2025
공시 • May 16Yangtze Optical Electronic Co., Ltd., Annual General Meeting, Jun 06, 2025Yangtze Optical Electronic Co., Ltd., Annual General Meeting, Jun 06, 2025, at 14:30 China Standard Time. Location: The Company's Meeting Room, Wuhan, Hunan China
New Risk • Apr 30New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 5.8% Last year net profit margin: 12% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (33% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Profit margins are more than 30% lower than last year (5.8% net profit margin).
Reported Earnings • Apr 30First quarter 2025 earnings released: EPS: CN¥0.07 (vs CN¥0.049 in 1Q 2024)First quarter 2025 results: EPS: CN¥0.07 (up from CN¥0.049 in 1Q 2024). Revenue: CN¥65.5m (up 15% from 1Q 2024). Net income: CN¥8.28m (up 30% from 1Q 2024). Profit margin: 13% (up from 11% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 33% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Communications industry in China.
Major Estimate Revision • Apr 12Consensus EPS estimates fall by 23%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from CN¥517.1m to CN¥507.0m. EPS estimate also fell from CN¥0.805 per share to CN¥0.62 per share. Net income forecast to grow 324% next year vs 56% growth forecast for Communications industry in China. Consensus price target of CN¥24.38 unchanged from last update. Share price was steady at CN¥31.80 over the past week.
공시 • Mar 28Yangtze Optical Electronic Co., Ltd. to Report Q1, 2025 Results on Apr 29, 2025Yangtze Optical Electronic Co., Ltd. announced that they will report Q1, 2025 results on Apr 29, 2025
Reported Earnings • Mar 03Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: CN¥0.15 (up from CN¥0.13 in FY 2023). Revenue: CN¥330.8m (up 50% from FY 2023). Net income: CN¥17.8m (up 14% from FY 2023). Profit margin: 5.4% (down from 7.1% in FY 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 4.8%. Earnings per share (EPS) also missed analyst estimates by 68%. Revenue is forecast to grow 35% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Communications industry in China.
분석 기사 • Feb 19Investors Appear Satisfied With Yangtze Optical Electronic Co., Ltd.'s (SHSE:688143) Prospects As Shares Rocket 31%The Yangtze Optical Electronic Co., Ltd. ( SHSE:688143 ) share price has done very well over the last month, posting an...
공시 • Dec 27Yangtze Optical Electronic Co., Ltd. to Report Fiscal Year 2024 Results on Apr 11, 2025Yangtze Optical Electronic Co., Ltd. announced that they will report fiscal year 2024 results on Apr 11, 2025
New Risk • Nov 15New 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 12% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (12% average weekly change). High level of non-cash earnings (31% accrual ratio). Minor Risk Profit margins are more than 30% lower than last year (3.4% net profit margin).
분석 기사 • Nov 06Yangtze Optical Electronic's (SHSE:688143) Shareholders Have More To Worry About Than Lackluster EarningsThe market shrugged off Yangtze Optical Electronic Co., Ltd.'s ( SHSE:688143 ) weak earnings report. Despite the...
Reported Earnings • Oct 30Third quarter 2024 earnings released: CN¥0.14 loss per share (vs CN¥0.067 loss in 3Q 2023)Third quarter 2024 results: CN¥0.14 loss per share (further deteriorated from CN¥0.067 loss in 3Q 2023). Revenue: CN¥46.5m (up 57% from 3Q 2023). Net loss: CN¥18.9m (loss widened 57% from 3Q 2023). Revenue is forecast to grow 47% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Communications industry in China.
공시 • Sep 30Yangtze Optical Electronic Co., Ltd. to Report Q3, 2024 Results on Oct 30, 2024Yangtze Optical Electronic Co., Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024
Major Estimate Revision • Sep 04Consensus EPS estimates fall by 28%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from CN¥0.737 to CN¥0.53. Revenue forecast unchanged from CN¥379.2m at last update. Net income forecast to grow 456% next year vs 62% growth forecast for Communications industry in China. Consensus price target of CN¥24.38 unchanged from last update. Share price was steady at CN¥17.14 over the past week.
Reported Earnings • Aug 29Second quarter 2024 earnings released: EPS: CN¥0.086 (vs CN¥0.19 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.086 (down from CN¥0.19 in 2Q 2023). Revenue: CN¥79.8m (down 1.9% from 2Q 2023). Net income: CN¥8.81m (down 62% from 2Q 2023). Profit margin: 11% (down from 29% in 2Q 2023). Revenue is forecast to grow 45% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Communications industry in China.
New Risk • Jul 26New 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 7.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (28% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (7.4% average weekly change). Profit margins are more than 30% lower than last year (12% net profit margin).
공시 • Jul 18Yangtze Optical Electronic Co., Ltd. (SHSE:688143) announces an Equity Buyback for CNY 40 million worth of its shares.Yangtze Optical Electronic Co., Ltd. (SHSE:688143) announces a share repurchase program. Under the program, the company will repurchase its own shares for a total of CNY 40 million. The shares will be purchased at a price not exceeding CNY 33.13 per share. The repurchased shares will be used for the implementation of ESOP or equity incentive plan. The program will be valid for 12 months.
공시 • Jun 29Yangtze Optical Electronic Co., Ltd. to Report First Half, 2024 Results on Aug 29, 2024Yangtze Optical Electronic Co., Ltd. announced that they will report first half, 2024 results on Aug 29, 2024
공시 • Jun 06Wuhan Fulu Investment Consulting Co., Ltd. agreed to acquire Changyingtong (Ezhou) Ecological Agriculture Development Co., Ltd. from Yangtze Optical Electronic Co., Ltd. (SHSE:688143) for CNY 10 billion.Wuhan Fulu Investment Consulting Co., Ltd. agreed to acquire Changyingtong (Ezhou) Ecological Agriculture Development Co., Ltd. from Yangtze Optical Electronic Co., Ltd. (SHSE:688143) for CNY 10 billion on June 3, 2024. As of June 3, 2024 9th (Extraordinary) Meeting of the 2nd Board of Directors and 8th Meeting of the 2nd Board of Supervisors of Yangtze Optical Electronic Co., Ltd. (SHSE:688143) approved the transaction.
공시 • Jun 05Yangtze Optical Electronic Co., Ltd., Annual General Meeting, Jun 24, 2024Yangtze Optical Electronic Co., Ltd., Annual General Meeting, Jun 24, 2024, at 14:30 China Standard Time. Location: The Company's Meeting Room, Wuhan, Hunan China
Major Estimate Revision • May 13Consensus revenue estimates increase by 11%, EPS downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from CN¥347.4m to CN¥386.4m. EPS estimate fell from CN¥0.777 to CN¥0.745. Net income forecast to grow 238% next year vs 66% growth forecast for Communications industry in China. Consensus price target of CN¥32.81 unchanged from last update. Share price was steady at CN¥22.47 over the past week.
분석 기사 • Apr 04Beyond Lackluster Earnings: Potential Concerns For Yangtze Optical Electronic's (SHSE:688143) ShareholdersYangtze Optical Electronic Co., Ltd.'s ( SHSE:688143 ) stock wasn't much affected by its recent lackluster earnings...
공시 • Mar 29Yangtze Optical Electronic Co., Ltd. to Report Q1, 2024 Results on Apr 23, 2024Yangtze Optical Electronic Co., Ltd. announced that they will report Q1, 2024 results on Apr 23, 2024
Reported Earnings • Mar 27Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: CN¥0.13 (down from CN¥0.88 in FY 2022). Revenue: CN¥220.2m (down 30% from FY 2022). Net income: CN¥15.6m (down 81% from FY 2022). Profit margin: 7.1% (down from 26% in FY 2022). Revenue missed analyst estimates by 37%. Earnings per share (EPS) also missed analyst estimates by 80%. Revenue is forecast to grow 50% p.a. on average during the next 2 years, compared to a 23% growth forecast for the Communications industry in China.
Reported Earnings • Feb 25Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: CN¥0.12 (down from CN¥0.88 in FY 2022). Revenue: CN¥220.2m (down 30% from FY 2022). Net income: CN¥15.0m (down 82% from FY 2022). Profit margin: 6.8% (down from 26% in FY 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 37%. Earnings per share (EPS) also missed analyst estimates by 82%. Revenue is forecast to grow 50% p.a. on average during the next 2 years, compared to a 24% growth forecast for the Communications industry in China.
공시 • Feb 09Yangtze Optical Electronic Co., Ltd. (SHSE:688143) announces an Equity Buyback for CNY 50 million worth of its shares.Yangtze Optical Electronic Co., Ltd. (SHSE:688143) announces a share repurchase program. Under the program, the company will repurchase its own shares for a total of CNY 50 million. The shares will be purchased at a price not exceeding CNY 39.22 per share. The repurchased shares will be used for the implementation of ESOP or equity incentive plan. If the company fails to implement equity incentives or employee stock ownership plans within three years after the completion of the share repurchase, the unimplemented portion of the shares will be subject to legal be cancelled. The program will be funded from company's own funds. The program will be valid for 12 months.
Valuation Update With 7 Day Price Move • Feb 01Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to CN¥20.60, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 22x in the Communications industry in China. Total loss to shareholders of 47% over the past year.
New Risk • Jan 17New 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 7.8% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (7.8% average weekly change). Dividend is not well covered by earnings and cash flows. Payout ratio: 154% Paying a dividend despite having no free cash flows. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (14% net profit margin).
Reported Earnings • Oct 27Third quarter 2023 earnings released: CN¥0.067 loss per share (vs CN¥0.11 profit in 3Q 2022)Third quarter 2023 results: CN¥0.067 loss per share (down from CN¥0.11 profit in 3Q 2022). Revenue: CN¥29.6m (down 56% from 3Q 2022). Net loss: CN¥12.0m (down 219% from profit in 3Q 2022). Revenue is forecast to grow 39% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Communications industry in China.
Reported Earnings • Aug 24Second quarter 2023 earnings releasedSecond quarter 2023 results: EPS: CN¥0.19. Net income: CN¥23.3m (up CN¥23.3m from 2Q 2022). Revenue is forecast to grow 34% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Communications industry in China.
Valuation Update With 7 Day Price Move • Jul 05Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥39.57, the stock trades at a trailing P/E ratio of 76.6x. Average trailing P/E is 61x in the Communications industry in China.
공시 • Jun 28Yangtze Optical Electronic Co., Ltd. to Report First Half, 2023 Results on Aug 24, 2023Yangtze Optical Electronic Co., Ltd. announced that they will report first half, 2023 results on Aug 24, 2023
Valuation Update With 7 Day Price Move • Jun 19Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥45.85, the stock trades at a trailing P/E ratio of 68.3x. Average trailing P/E is 61x in the Communications industry in China.
Valuation Update With 7 Day Price Move • May 19Investor sentiment improves as stock rises 21%After last week's 21% share price gain to CN¥44.04, the stock trades at a trailing P/E ratio of 65.6x. Average trailing P/E is 51x in the Communications industry in China.