Jiangsu New Energy Development (603693) 주식 개요는 풍력, 태양광, 바이오매스 발전소에 투자, 개발, 건설, 관리하는 기업입니다. 자세히 보기603693 펀더멘털 분석스노우플레이크 점수가치 평가3/6미래 성장0/6과거 실적5/6재무 건전성3/6배당3/6강점공정 가치 추정치보다 낮은 22.7% 에서 거래지난 1년간 수익이 37.3% 증가했습니다.위험 분석부채는 operating cash flow로 충분히 감당되지 않습니다.지난 3개월 동안 주가 변동성이 CN 시장과 비교해 높았습니다.불안정한 배당 실적모든 위험 점검 보기603693 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueCN¥Current PriceCN¥14.6021.8% 고평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture02b2016201920222025202620282031Revenue CN¥2.4bEarnings CN¥542.6mAdvancedSet Fair ValueView all narrativesJiangsu New Energy Development Co., Ltd. 경쟁사Jiaze RenewablesSymbol: SHSE:601619Market cap: CN¥13.8bGrandtop Yongxing GroupLtdSymbol: SHSE:601033Market cap: CN¥12.5bZhongmin EnergySymbol: SHSE:600163Market cap: CN¥11.9bJinko Power TechnologySymbol: SHSE:601778Market cap: CN¥17.5b가격 이력 및 성과Jiangsu New Energy Development 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가CN¥14.6052주 최고가CN¥20.3752주 최저가CN¥11.62베타0.221개월 변동-5.99%3개월 변동-1.82%1년 변동3.91%3년 변동8.07%5년 변동52.21%IPO 이후 변동46.45%최근 뉴스 및 업데이트Valuation Update With 7 Day Price Move • Jun 08Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥14.48, the stock trades at a trailing P/E ratio of 28.5x. Average trailing P/E is 24x in the Renewable Energy industry in China. Total returns to shareholders of 13% over the past three years.New Risk • Jun 06New 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 10% 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 Debt is not well covered by operating cash flow (15% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (10% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Buy Or Sell Opportunity • Jun 05Now 20% undervaluedOver the last 90 days, the stock has risen 12% to CN¥15.31. The fair value is estimated to be CN¥19.22, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 6.7%.Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥17.69, the stock trades at a trailing P/E ratio of 34.8x. Average trailing P/E is 23x in the Renewable Energy industry in China. Total returns to shareholders of 31% over the past three years.Buy Or Sell Opportunity • May 15Now 22% undervaluedOver the last 90 days, the stock has risen 22% to CN¥14.94. The fair value is estimated to be CN¥19.09, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 6.7%.Buy Or Sell Opportunity • Apr 30Now 21% undervaluedOver the last 90 days, the stock has risen 17% to CN¥14.73. The fair value is estimated to be CN¥18.62, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 6.7%.더 많은 업데이트 보기Recent updatesValuation Update With 7 Day Price Move • Jun 08Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥14.48, the stock trades at a trailing P/E ratio of 28.5x. Average trailing P/E is 24x in the Renewable Energy industry in China. Total returns to shareholders of 13% over the past three years.New Risk • Jun 06New 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 10% 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 Debt is not well covered by operating cash flow (15% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (10% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Buy Or Sell Opportunity • Jun 05Now 20% undervaluedOver the last 90 days, the stock has risen 12% to CN¥15.31. The fair value is estimated to be CN¥19.22, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 6.7%.Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥17.69, the stock trades at a trailing P/E ratio of 34.8x. Average trailing P/E is 23x in the Renewable Energy industry in China. Total returns to shareholders of 31% over the past three years.Buy Or Sell Opportunity • May 15Now 22% undervaluedOver the last 90 days, the stock has risen 22% to CN¥14.94. The fair value is estimated to be CN¥19.09, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 6.7%.Buy Or Sell Opportunity • Apr 30Now 21% undervaluedOver the last 90 days, the stock has risen 17% to CN¥14.73. The fair value is estimated to be CN¥18.62, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 6.7%.New Risk • Apr 27New 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 7.9% 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 Debt is not well covered by operating cash flow (18% operating cash flow to total debt). 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 (7.9% average weekly change).Reported Earnings • Apr 25First quarter 2026 earnings released: EPS: CN¥0.12 (vs CN¥0.18 in 1Q 2025)First quarter 2026 results: EPS: CN¥0.12 (down from CN¥0.18 in 1Q 2025). Revenue: CN¥507.8m (down 12% from 1Q 2025). Net income: CN¥109.5m (down 33% from 1Q 2025). Profit margin: 22% (down from 28% in 1Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.공시 • Apr 25Jiangsu New Energy Development Co., Ltd., Annual General Meeting, May 21, 2026Jiangsu New Energy Development Co., Ltd., Annual General Meeting, May 21, 2026, at 14:30 China Standard Time. Location: 15F, No. 88, Changjiang Road, Xuanwu District, Nanjing, Jiangsu ChinaValuation Update With 7 Day Price Move • Apr 23Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥16.43, the stock trades at a trailing P/E ratio of 38.2x. Average trailing P/E is 22x in the Renewable Energy industry in China. Total returns to shareholders of 36% over the past three years.Valuation Update With 7 Day Price Move • Apr 02Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to CN¥14.15, the stock trades at a trailing P/E ratio of 32.9x. Average trailing P/E is 23x in the Renewable Energy industry in China. Total returns to shareholders of 19% over the past three years.공시 • Mar 30Jiangsu New Energy Development Co., Ltd. to Report Q1, 2026 Results on Apr 25, 2026Jiangsu New Energy Development Co., Ltd. announced that they will report Q1, 2026 results on Apr 25, 2026Valuation Update With 7 Day Price Move • Mar 17Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥15.88, the stock trades at a trailing P/E ratio of 36.9x. Average trailing P/E is 23x in the Renewable Energy industry in China. Total returns to shareholders of 31% over the past three years.공시 • Dec 26Jiangsu New Energy Development Co., Ltd. to Report Fiscal Year 2025 Results on Apr 25, 2026Jiangsu New Energy Development Co., Ltd. announced that they will report fiscal year 2025 results on Apr 25, 2026Board Change • Dec 12Less 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, none were independent directors. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Director Jian Cai was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Reported Earnings • Oct 29Third quarter 2025 earnings released: EPS: CN¥0.12 (vs CN¥0.15 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.12 (down from CN¥0.15 in 3Q 2024). Revenue: CN¥471.6m (down 7.3% from 3Q 2024). Net income: CN¥108.4m (down 18% from 3Q 2024). Profit margin: 23% (down from 26% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Renewable Energy industry in China. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.공시 • Sep 30Jiangsu New Energy Development Co., Ltd. to Report Q3, 2025 Results on Oct 29, 2025Jiangsu New Energy Development Co., Ltd. announced that they will report Q3, 2025 results on Oct 29, 2025Valuation Update With 7 Day Price Move • Jul 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥15.66, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 13x in the Renewable Energy industry in China. Total returns to shareholders of 18% over the past three years.공시 • Jun 30Jiangsu New Energy Development Co., Ltd. to Report First Half, 2025 Results on Aug 27, 2025Jiangsu New Energy Development Co., Ltd. announced that they will report first half, 2025 results on Aug 27, 2025Valuation Update With 7 Day Price Move • May 29Investor sentiment improves as stock rises 28%After last week's 28% share price gain to CN¥16.80, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 13x in the Renewable Energy industry in China. Total returns to shareholders of 29% over the past three years.New Risk • May 20New 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 10% 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 Interest payments are not well covered by earnings (2.6x net interest cover). Share price has been highly volatile over the past 3 months (10% average weekly change). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (16% net profit margin).Reported Earnings • Apr 24First quarter 2025 earnings released: EPS: CN¥0.18 (vs CN¥0.28 in 1Q 2024)First quarter 2025 results: EPS: CN¥0.18 (down from CN¥0.28 in 1Q 2024). Revenue: CN¥574.4m (down 14% from 1Q 2024). Net income: CN¥163.7m (down 35% from 1Q 2024). Profit margin: 28% (down from 38% in 1Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 5% per year.공시 • Apr 23Jiangsu New Energy Development Co., Ltd., Annual General Meeting, May 13, 2025Jiangsu New Energy Development Co., Ltd., Annual General Meeting, May 13, 2025, at 14:30 China Standard Time. Location: 3F, No. 88, Changjiang Road, Xuanwu District, Nanjing, Jiangsu ChinaValuation Update With 7 Day Price Move • Apr 07Investor sentiment improves as stock rises 22%After last week's 22% share price gain to CN¥15.15, the stock trades at a trailing P/E ratio of 26.2x. Average trailing P/E is 17x in the Renewable Energy industry in China. Total returns to shareholders of 20% over the past three years.New Risk • Apr 04New 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 7.7% 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 Debt is not well covered by operating cash flow (12% operating cash flow to total debt). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.7% average weekly change).공시 • Mar 28Jiangsu New Energy Development Co., Ltd. to Report Q1, 2025 Results on Apr 23, 2025Jiangsu New Energy Development Co., Ltd. announced that they will report Q1, 2025 results on Apr 23, 2025분석 기사 • Mar 25Jiangsu New Energy Development Co., Ltd. (SHSE:603693) Soars 34% But It's A Story Of Risk Vs RewardThe Jiangsu New Energy Development Co., Ltd. ( SHSE:603693 ) share price has done very well over the last month...Valuation Update With 7 Day Price Move • Mar 24Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥12.07, the stock trades at a trailing P/E ratio of 20.8x. Average trailing P/E is 18x in the Renewable Energy industry in China. Total loss to shareholders of 16% over the past three years.분석 기사 • Mar 20With EPS Growth And More, Jiangsu New Energy Development (SHSE:603693) Makes An Interesting CaseThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...분석 기사 • Feb 06Does Jiangsu New Energy Development (SHSE:603693) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...공시 • Dec 27Jiangsu New Energy Development Co., Ltd. to Report Fiscal Year 2024 Results on Apr 23, 2025Jiangsu New Energy Development Co., Ltd. announced that they will report fiscal year 2024 results on Apr 23, 2025Reported Earnings • Oct 31Third quarter 2024 earnings released: EPS: CN¥0.15 (vs CN¥0.048 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.15 (up from CN¥0.048 in 3Q 2023). Revenue: CN¥508.8m (up 39% from 3Q 2023). Net income: CN¥131.5m (up 216% from 3Q 2023). Profit margin: 26% (up from 11% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.분석 기사 • Oct 17These 4 Measures Indicate That Jiangsu New Energy Development (SHSE:603693) Is Using Debt ExtensivelyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...공시 • Sep 30Jiangsu New Energy Development Co., Ltd. to Report Q3, 2024 Results on Oct 30, 2024Jiangsu New Energy Development Co., Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 23%After last week's 23% share price gain to CN¥10.33, the stock trades at a trailing P/E ratio of 21.6x. Average trailing P/E is 18x in the Renewable Energy industry in China. Total loss to shareholders of 50% over the past three years.Reported Earnings • Aug 28Second quarter 2024 earnings released: EPS: CN¥0.048 (vs CN¥0.18 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.048 (down from CN¥0.18 in 2Q 2023). Revenue: CN¥382.2m (down 29% from 2Q 2023). Net income: CN¥42.0m (down 74% from 2Q 2023). Profit margin: 11% (down from 30% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.분석 기사 • Aug 21Jiangsu New Energy Development (SHSE:603693) Has Some Way To Go To Become A Multi-BaggerIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...분석 기사 • Jul 16Here's Why Jiangsu New Energy Development (SHSE:603693) Has A Meaningful Debt BurdenDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...공시 • Jun 28Jiangsu New Energy Development Co., Ltd. to Report First Half, 2024 Results on Aug 28, 2024Jiangsu New Energy Development Co., Ltd. announced that they will report first half, 2024 results on Aug 28, 2024분석 기사 • May 21Jiangsu New Energy Development Co., Ltd.'s (SHSE:603693) Share Price Boosted 41% But Its Business Prospects Need A Lift TooJiangsu New Energy Development Co., Ltd. ( SHSE:603693 ) shareholders have had their patience rewarded with a 41% share...Valuation Update With 7 Day Price Move • May 15Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥13.71, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 13x in the Renewable Energy industry in China. Total returns to shareholders of 38% over the past three years.분석 기사 • May 13Jiangsu New Energy Development (SHSE:603693) Has Some Way To Go To Become A Multi-BaggerDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...공시 • Apr 26Jiangsu New Energy Development Co., Ltd., Annual General Meeting, May 17, 2024Jiangsu New Energy Development Co., Ltd., Annual General Meeting, May 17, 2024, at 14:30 China Standard Time. Location: 4F, No. 88, Changjiang Road, Xuanwu District, Nanjing, Jiangsu ChinaReported Earnings • Apr 25First quarter 2024 earnings released: EPS: CN¥0.28 (vs CN¥0.20 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.28 (up from CN¥0.20 in 1Q 2023). Revenue: CN¥666.7m (up 20% from 1Q 2023). Net income: CN¥250.5m (up 42% from 1Q 2023). Profit margin: 38% (up from 32% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.2% p.a. on average during the next 2 years, compared to a 7.2% growth forecast for the Renewable Energy industry in China. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.공시 • Mar 30Jiangsu New Energy Development Co., Ltd. to Report Q1, 2024 Results on Apr 25, 2024Jiangsu New Energy Development Co., Ltd. announced that they will report Q1, 2024 results on Apr 25, 2024분석 기사 • Mar 28A Piece Of The Puzzle Missing From Jiangsu New Energy Development Co., Ltd.'s (SHSE:603693) Share PriceJiangsu New Energy Development Co., Ltd.'s ( SHSE:603693 ) price-to-earnings (or "P/E") ratio of 18.8x might make it...Valuation Update With 7 Day Price Move • Feb 05Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥8.63, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 10x in the Renewable Energy industry in China. Total returns to shareholders of 16% over the past three years.공시 • Dec 30Jiangsu New Energy Development Co., Ltd. to Report Fiscal Year 2023 Results on Apr 25, 2024Jiangsu New Energy Development Co., Ltd. announced that they will report fiscal year 2023 results on Apr 25, 2024New Risk • Sep 10New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 20% 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 (20% operating cash flow to total debt). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • Aug 29Second quarter 2023 earnings released: EPS: CN¥0.18 (vs CN¥0.20 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.18 (down from CN¥0.20 in 2Q 2022). Revenue: CN¥537.0m (down 2.6% from 2Q 2022). Net income: CN¥162.0m (down 8.6% from 2Q 2022). Profit margin: 30% (down from 32% in 2Q 2022). Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Renewable Energy industry in China. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.공시 • Jun 28Jiangsu New Energy Development Co., Ltd. to Report First Half, 2023 Results on Aug 29, 2023Jiangsu New Energy Development Co., Ltd. announced that they will report first half, 2023 results on Aug 29, 2023Reported Earnings • Apr 26First quarter 2023 earnings released: EPS: CN¥0.20 (vs CN¥0.15 in 1Q 2022)First quarter 2023 results: EPS: CN¥0.20 (up from CN¥0.15 in 1Q 2022). Revenue: CN¥554.5m (up 3.6% from 1Q 2022). Net income: CN¥176.4m (up 38% from 1Q 2022). Profit margin: 32% (up from 24% in 1Q 2022). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 8.4% growth forecast for the Renewable Energy industry in China. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Director Jian Cai was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: CN¥0.088 (vs CN¥0.11 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.088 (down from CN¥0.11 in 3Q 2021). Revenue: CN¥430.0m (up 5.9% from 3Q 2021). Net income: CN¥76.2m (down 16% from 3Q 2021). Profit margin: 18% (down from 22% in 3Q 2021). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Renewable Energy industry in China. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.Reported Earnings • Aug 31Second quarter 2022 earnings released: EPS: CN¥0.19 (vs CN¥0.13 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.19 (up from CN¥0.13 in 2Q 2021). Revenue: CN¥551.3m (up 33% from 2Q 2021). Net income: CN¥177.3m (up 75% from 2Q 2021). Profit margin: 32% (up from 24% in 2Q 2021). Over the next year, revenue is forecast to grow 33%, compared to a 14% growth forecast for the Renewable Energy industry in China. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Aug 17Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥15.51, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 15x in the Renewable Energy industry in China. Total returns to shareholders of 87% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥6.54 per share.Reported Earnings • Apr 28First quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2022 results: EPS: CN¥0.19 (down from CN¥0.32 in 1Q 2021). Revenue: CN¥535.3m (flat on 1Q 2021). Net income: CN¥127.9m (down 36% from 1Q 2021). Profit margin: 24% (down from 37% in 1Q 2021). Revenue exceeded analyst estimates by 4.2%. Earnings per share (EPS) missed analyst estimates by 8.9%. Over the next year, revenue is forecast to grow 39%, compared to a 12% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.Reported Earnings • Apr 08Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: EPS: CN¥0.49 (up from CN¥0.25 in FY 2020). Revenue: CN¥1.86b (up 20% from FY 2020). Net income: CN¥306.8m (up 100% from FY 2020). Profit margin: 17% (up from 9.9% in FY 2020). Revenue exceeded analyst estimates by 4.2%. Earnings per share (EPS) missed analyst estimates by 8.9%. Over the next year, revenue is forecast to grow 34%, compared to a 12% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Reported Earnings • Feb 24Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: EPS: CN¥0.50 (up from CN¥0.25 in FY 2020). Revenue: CN¥1.86b (up 20% from FY 2020). Net income: CN¥309.3m (up 101% from FY 2020). Profit margin: 17% (up from 9.9% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.2%. Earnings per share (EPS) missed analyst estimates by 7.0%. Over the next year, revenue is forecast to grow 34%, compared to a 13% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.Reported Earnings • Oct 31Third quarter 2021 earnings released: EPS CN¥0.14 (vs CN¥0.08 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥405.9m (up 24% from 3Q 2020). Net income: CN¥90.6m (up 86% from 3Q 2020). Profit margin: 22% (up from 15% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 26% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Sep 13Investor sentiment improved over the past weekAfter last week's 19% share price gain to CN¥19.64, the stock trades at a trailing P/E ratio of 72.9x. Average trailing P/E is 21x in the Renewable Energy industry in China. Total returns to shareholders of 20% over the past three years.Reported Earnings • Aug 29Second quarter 2021 earnings released: EPS CN¥0.17 (vs CN¥0.19 in 2Q 2020)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥415.6m (down 2.0% from 2Q 2020). Net income: CN¥101.1m (down 12% from 2Q 2020). Profit margin: 24% (down from 27% in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Aug 25Investor sentiment improved over the past weekAfter last week's 20% share price gain to CN¥17.20, the stock trades at a trailing P/E ratio of 63.8x. Average trailing P/E is 19x in the Renewable Energy industry in China. Total loss to shareholders of 2.6% over the past three years.Valuation Update With 7 Day Price Move • Aug 04Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥15.01, the stock trades at a trailing P/E ratio of 55.7x. Average trailing P/E is 17x in the Renewable Energy industry in China. Total loss to shareholders of 21% over the past three years.Reported Earnings • Apr 28First quarter 2021 earnings released: EPS CN¥0.32 (vs CN¥0.30 in 1Q 2020)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were weaker. First quarter 2021 results: Revenue: CN¥539.0m (up 23% from 1Q 2020). Net income: CN¥199.2m (up 6.3% from 1Q 2020). Profit margin: 37% (down from 43% in 1Q 2020).Valuation Update With 7 Day Price Move • Apr 01Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥14.30, the stock trades at a trailing P/E ratio of 21.4x. Average trailing P/E is 20x in the Renewable Energy industry in China. Total returns to shareholders of 69% over the past year.Valuation Update With 7 Day Price Move • Feb 05Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to CN¥9.94, the stock is trading at a trailing P/E ratio of 14.8x, down from the previous P/E ratio of 17.5x. This compares to an average P/E of 16x in the Renewable Energy industry in China. Total returns to shareholders over the past year are 14%.Is New 90 Day High Low • Feb 03New 90-day low: CN¥10.85The company is down 9.0% from its price of CN¥11.86 on 05 November 2020. The Chinese market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Renewable Energy industry, which is flat over the same period.공시 • Jan 31Jiangsu New Energy Development Co., Ltd. (SHSE:603693) agreed to acquire 40% stake in Datang Guoxin Binhai Offshore Wind Power Co., Ltd. From Jiangsu Guoxin Investment Group Limited.Jiangsu New Energy Development Co., Ltd. (SHSE:603693) agreed to acquire 40% stake in Datang Guoxin Binhai Offshore Wind Power Co., Ltd. From Jiangsu Guoxin Investment Group Limited on January 30, 2021. Payment will be done through issuing shares. As of August 31, 2021, Datang Guoxin Binhai had total assets worth CNY 4.7 billion and net assets worth CNY 1.27 billion. The transaction must be approved by Guoxin Group, shareholders of Jiangsu New Energy and China Securities Regulatory Commission. The transaction plan was approved by the board of directors of Guoxin Group, the state-owned assets supervision and management agency, the 18th meeting of the second board of directors of Jiangsu New Energy Development. This transaction has obtained a written statement that other shareholders of the target company waived the right of first refusal.Is New 90 Day High Low • Dec 09New 90-day low: CN¥11.22The company is down 7.0% from its price of CN¥12.07 on 10 September 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Renewable Energy industry, which is down 1.0% over the same period.Reported Earnings • Oct 30Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥412.8m, up 85% from the prior year. Total revenue was CN¥1.59b over the last 12 months, up 11% from the prior year.Is New 90 Day High Low • Oct 30New 90-day low: CN¥11.68The company is down 15% from its price of CN¥13.81 on 31 July 2020. The Chinese market is down 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Renewable Energy industry, which is up 1.0% over the same period.공시 • Oct 30Jiangsu New Energy Development Co., Ltd. to Report Q3, 2020 Results on Oct 30, 2020Jiangsu New Energy Development Co., Ltd. announced that they will report Q3, 2020 results on Oct 30, 2020공시 • Jul 17Jiangsu New Energy Development Co., Ltd. to Report First Half, 2020 Results on Aug 29, 2020Jiangsu New Energy Development Co., Ltd. announced that they will report first half, 2020 results on Aug 29, 2020주주 수익률603693CN Renewable EnergyCN 시장7D-4.6%-2.5%-1.5%1Y3.9%7.7%27.7%전체 주주 수익률 보기수익률 대 산업: 603693은 지난 1년 동안 7.7%의 수익을 기록한 CN Renewable Energy 산업보다 저조한 성과를 냈습니다.수익률 대 시장: 603693은 지난 1년 동안 27.7%를 기록한 CN 시장보다 저조한 성과를 냈습니다.주가 변동성Is 603693's price volatile compared to industry and market?603693 volatility603693 Average Weekly Movement10.0%Renewable Energy Industry Average Movement7.6%Market Average Movement6.7%10% most volatile stocks in CN Market10.5%10% least volatile stocks in CN Market4.4%안정적인 주가: 603693의 주가는 지난 3개월 동안 CN 시장보다 변동성이 컸습니다.시간에 따른 변동성: 603693의 주간 변동성(10%)은 지난 1년 동안 안정적이었지만 CN 종목 중 상위 75%보다 높습니다.회사 소개설립직원 수CEO웹사이트2002566Hua Chenwww.jsne.com.cn장쑤신에너지발전유한공사는 풍력, 태양광, 바이오매스 발전소에 투자, 개발, 건설, 관리하는 기업입니다. 이 회사는 2002년에 설립되었으며 중국 난징에 본사를 두고 있습니다. 장쑤 신에너지 개발 유한회사는 장쑤 구오신 투자 그룹 유한회사의 자회사로 운영되고 있습니다.더 보기Jiangsu New Energy Development Co., Ltd. 기초 지표 요약Jiangsu New Energy Development의 순이익과 매출은 시가총액과 어떻게 비교됩니까?603693 기초 통계시가총액CN¥13.02b순이익 (TTM)CN¥453.26m매출 (TTM)CN¥2.02b28.7x주가수익비율(P/E)6.4x주가매출비율(P/S)603693는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표603693 손익계산서 (TTM)매출CN¥2.02b매출원가CN¥1.03b총이익CN¥989.17m기타 비용CN¥535.91m순이익CN¥453.26m최근 보고된 실적Mar 31, 2026다음 실적 발표일해당 없음주당순이익(EPS)0.51총이익률48.96%순이익률22.44%부채/자본 비율90.4%603693의 장기 실적은 어땠습니까?과거 실적 및 비교 보기배당1.0%현재 배당 수익률29%배당 성향View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/13 16:50종가2026/06/12 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 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 소스Jiangsu New Energy Development Co., Ltd.는 4명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Yigong TaoChina Galaxy Securities Co., Ltd.Jie WuHaitong International Research LimitedYi CaiIndustrial Securities Co. Ltd.1명의 분석가 더 보기
Valuation Update With 7 Day Price Move • Jun 08Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥14.48, the stock trades at a trailing P/E ratio of 28.5x. Average trailing P/E is 24x in the Renewable Energy industry in China. Total returns to shareholders of 13% over the past three years.
New Risk • Jun 06New 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 10% 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 Debt is not well covered by operating cash flow (15% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (10% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Buy Or Sell Opportunity • Jun 05Now 20% undervaluedOver the last 90 days, the stock has risen 12% to CN¥15.31. The fair value is estimated to be CN¥19.22, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 6.7%.
Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥17.69, the stock trades at a trailing P/E ratio of 34.8x. Average trailing P/E is 23x in the Renewable Energy industry in China. Total returns to shareholders of 31% over the past three years.
Buy Or Sell Opportunity • May 15Now 22% undervaluedOver the last 90 days, the stock has risen 22% to CN¥14.94. The fair value is estimated to be CN¥19.09, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 6.7%.
Buy Or Sell Opportunity • Apr 30Now 21% undervaluedOver the last 90 days, the stock has risen 17% to CN¥14.73. The fair value is estimated to be CN¥18.62, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 6.7%.
Valuation Update With 7 Day Price Move • Jun 08Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥14.48, the stock trades at a trailing P/E ratio of 28.5x. Average trailing P/E is 24x in the Renewable Energy industry in China. Total returns to shareholders of 13% over the past three years.
New Risk • Jun 06New 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 10% 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 Debt is not well covered by operating cash flow (15% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (10% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Buy Or Sell Opportunity • Jun 05Now 20% undervaluedOver the last 90 days, the stock has risen 12% to CN¥15.31. The fair value is estimated to be CN¥19.22, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 6.7%.
Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥17.69, the stock trades at a trailing P/E ratio of 34.8x. Average trailing P/E is 23x in the Renewable Energy industry in China. Total returns to shareholders of 31% over the past three years.
Buy Or Sell Opportunity • May 15Now 22% undervaluedOver the last 90 days, the stock has risen 22% to CN¥14.94. The fair value is estimated to be CN¥19.09, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 6.7%.
Buy Or Sell Opportunity • Apr 30Now 21% undervaluedOver the last 90 days, the stock has risen 17% to CN¥14.73. The fair value is estimated to be CN¥18.62, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 6.7%.
New Risk • Apr 27New 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 7.9% 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 Debt is not well covered by operating cash flow (18% operating cash flow to total debt). 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 (7.9% average weekly change).
Reported Earnings • Apr 25First quarter 2026 earnings released: EPS: CN¥0.12 (vs CN¥0.18 in 1Q 2025)First quarter 2026 results: EPS: CN¥0.12 (down from CN¥0.18 in 1Q 2025). Revenue: CN¥507.8m (down 12% from 1Q 2025). Net income: CN¥109.5m (down 33% from 1Q 2025). Profit margin: 22% (down from 28% in 1Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
공시 • Apr 25Jiangsu New Energy Development Co., Ltd., Annual General Meeting, May 21, 2026Jiangsu New Energy Development Co., Ltd., Annual General Meeting, May 21, 2026, at 14:30 China Standard Time. Location: 15F, No. 88, Changjiang Road, Xuanwu District, Nanjing, Jiangsu China
Valuation Update With 7 Day Price Move • Apr 23Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥16.43, the stock trades at a trailing P/E ratio of 38.2x. Average trailing P/E is 22x in the Renewable Energy industry in China. Total returns to shareholders of 36% over the past three years.
Valuation Update With 7 Day Price Move • Apr 02Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to CN¥14.15, the stock trades at a trailing P/E ratio of 32.9x. Average trailing P/E is 23x in the Renewable Energy industry in China. Total returns to shareholders of 19% over the past three years.
공시 • Mar 30Jiangsu New Energy Development Co., Ltd. to Report Q1, 2026 Results on Apr 25, 2026Jiangsu New Energy Development Co., Ltd. announced that they will report Q1, 2026 results on Apr 25, 2026
Valuation Update With 7 Day Price Move • Mar 17Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥15.88, the stock trades at a trailing P/E ratio of 36.9x. Average trailing P/E is 23x in the Renewable Energy industry in China. Total returns to shareholders of 31% over the past three years.
공시 • Dec 26Jiangsu New Energy Development Co., Ltd. to Report Fiscal Year 2025 Results on Apr 25, 2026Jiangsu New Energy Development Co., Ltd. announced that they will report fiscal year 2025 results on Apr 25, 2026
Board Change • Dec 12Less 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, none were independent directors. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Director Jian Cai was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Reported Earnings • Oct 29Third quarter 2025 earnings released: EPS: CN¥0.12 (vs CN¥0.15 in 3Q 2024)Third quarter 2025 results: EPS: CN¥0.12 (down from CN¥0.15 in 3Q 2024). Revenue: CN¥471.6m (down 7.3% from 3Q 2024). Net income: CN¥108.4m (down 18% from 3Q 2024). Profit margin: 23% (down from 26% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Renewable Energy industry in China. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
공시 • Sep 30Jiangsu New Energy Development Co., Ltd. to Report Q3, 2025 Results on Oct 29, 2025Jiangsu New Energy Development Co., Ltd. announced that they will report Q3, 2025 results on Oct 29, 2025
Valuation Update With 7 Day Price Move • Jul 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥15.66, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 13x in the Renewable Energy industry in China. Total returns to shareholders of 18% over the past three years.
공시 • Jun 30Jiangsu New Energy Development Co., Ltd. to Report First Half, 2025 Results on Aug 27, 2025Jiangsu New Energy Development Co., Ltd. announced that they will report first half, 2025 results on Aug 27, 2025
Valuation Update With 7 Day Price Move • May 29Investor sentiment improves as stock rises 28%After last week's 28% share price gain to CN¥16.80, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 13x in the Renewable Energy industry in China. Total returns to shareholders of 29% over the past three years.
New Risk • May 20New 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 10% 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 Interest payments are not well covered by earnings (2.6x net interest cover). Share price has been highly volatile over the past 3 months (10% average weekly change). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (16% net profit margin).
Reported Earnings • Apr 24First quarter 2025 earnings released: EPS: CN¥0.18 (vs CN¥0.28 in 1Q 2024)First quarter 2025 results: EPS: CN¥0.18 (down from CN¥0.28 in 1Q 2024). Revenue: CN¥574.4m (down 14% from 1Q 2024). Net income: CN¥163.7m (down 35% from 1Q 2024). Profit margin: 28% (down from 38% in 1Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 5% per year.
공시 • Apr 23Jiangsu New Energy Development Co., Ltd., Annual General Meeting, May 13, 2025Jiangsu New Energy Development Co., Ltd., Annual General Meeting, May 13, 2025, at 14:30 China Standard Time. Location: 3F, No. 88, Changjiang Road, Xuanwu District, Nanjing, Jiangsu China
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment improves as stock rises 22%After last week's 22% share price gain to CN¥15.15, the stock trades at a trailing P/E ratio of 26.2x. Average trailing P/E is 17x in the Renewable Energy industry in China. Total returns to shareholders of 20% over the past three years.
New Risk • Apr 04New 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 7.7% 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 Debt is not well covered by operating cash flow (12% operating cash flow to total debt). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.7% average weekly change).
공시 • Mar 28Jiangsu New Energy Development Co., Ltd. to Report Q1, 2025 Results on Apr 23, 2025Jiangsu New Energy Development Co., Ltd. announced that they will report Q1, 2025 results on Apr 23, 2025
분석 기사 • Mar 25Jiangsu New Energy Development Co., Ltd. (SHSE:603693) Soars 34% But It's A Story Of Risk Vs RewardThe Jiangsu New Energy Development Co., Ltd. ( SHSE:603693 ) share price has done very well over the last month...
Valuation Update With 7 Day Price Move • Mar 24Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥12.07, the stock trades at a trailing P/E ratio of 20.8x. Average trailing P/E is 18x in the Renewable Energy industry in China. Total loss to shareholders of 16% over the past three years.
분석 기사 • Mar 20With EPS Growth And More, Jiangsu New Energy Development (SHSE:603693) Makes An Interesting CaseThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
분석 기사 • Feb 06Does Jiangsu New Energy Development (SHSE:603693) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
공시 • Dec 27Jiangsu New Energy Development Co., Ltd. to Report Fiscal Year 2024 Results on Apr 23, 2025Jiangsu New Energy Development Co., Ltd. announced that they will report fiscal year 2024 results on Apr 23, 2025
Reported Earnings • Oct 31Third quarter 2024 earnings released: EPS: CN¥0.15 (vs CN¥0.048 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.15 (up from CN¥0.048 in 3Q 2023). Revenue: CN¥508.8m (up 39% from 3Q 2023). Net income: CN¥131.5m (up 216% from 3Q 2023). Profit margin: 26% (up from 11% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.
분석 기사 • Oct 17These 4 Measures Indicate That Jiangsu New Energy Development (SHSE:603693) Is Using Debt ExtensivelyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
공시 • Sep 30Jiangsu New Energy Development Co., Ltd. to Report Q3, 2024 Results on Oct 30, 2024Jiangsu New Energy Development Co., Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improves as stock rises 23%After last week's 23% share price gain to CN¥10.33, the stock trades at a trailing P/E ratio of 21.6x. Average trailing P/E is 18x in the Renewable Energy industry in China. Total loss to shareholders of 50% over the past three years.
Reported Earnings • Aug 28Second quarter 2024 earnings released: EPS: CN¥0.048 (vs CN¥0.18 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.048 (down from CN¥0.18 in 2Q 2023). Revenue: CN¥382.2m (down 29% from 2Q 2023). Net income: CN¥42.0m (down 74% from 2Q 2023). Profit margin: 11% (down from 30% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
분석 기사 • Aug 21Jiangsu New Energy Development (SHSE:603693) Has Some Way To Go To Become A Multi-BaggerIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...
분석 기사 • Jul 16Here's Why Jiangsu New Energy Development (SHSE:603693) Has A Meaningful Debt BurdenDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
공시 • Jun 28Jiangsu New Energy Development Co., Ltd. to Report First Half, 2024 Results on Aug 28, 2024Jiangsu New Energy Development Co., Ltd. announced that they will report first half, 2024 results on Aug 28, 2024
분석 기사 • May 21Jiangsu New Energy Development Co., Ltd.'s (SHSE:603693) Share Price Boosted 41% But Its Business Prospects Need A Lift TooJiangsu New Energy Development Co., Ltd. ( SHSE:603693 ) shareholders have had their patience rewarded with a 41% share...
Valuation Update With 7 Day Price Move • May 15Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥13.71, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 13x in the Renewable Energy industry in China. Total returns to shareholders of 38% over the past three years.
분석 기사 • May 13Jiangsu New Energy Development (SHSE:603693) Has Some Way To Go To Become A Multi-BaggerDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...
공시 • Apr 26Jiangsu New Energy Development Co., Ltd., Annual General Meeting, May 17, 2024Jiangsu New Energy Development Co., Ltd., Annual General Meeting, May 17, 2024, at 14:30 China Standard Time. Location: 4F, No. 88, Changjiang Road, Xuanwu District, Nanjing, Jiangsu China
Reported Earnings • Apr 25First quarter 2024 earnings released: EPS: CN¥0.28 (vs CN¥0.20 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.28 (up from CN¥0.20 in 1Q 2023). Revenue: CN¥666.7m (up 20% from 1Q 2023). Net income: CN¥250.5m (up 42% from 1Q 2023). Profit margin: 38% (up from 32% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.2% p.a. on average during the next 2 years, compared to a 7.2% growth forecast for the Renewable Energy industry in China. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
공시 • Mar 30Jiangsu New Energy Development Co., Ltd. to Report Q1, 2024 Results on Apr 25, 2024Jiangsu New Energy Development Co., Ltd. announced that they will report Q1, 2024 results on Apr 25, 2024
분석 기사 • Mar 28A Piece Of The Puzzle Missing From Jiangsu New Energy Development Co., Ltd.'s (SHSE:603693) Share PriceJiangsu New Energy Development Co., Ltd.'s ( SHSE:603693 ) price-to-earnings (or "P/E") ratio of 18.8x might make it...
Valuation Update With 7 Day Price Move • Feb 05Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥8.63, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 10x in the Renewable Energy industry in China. Total returns to shareholders of 16% over the past three years.
공시 • Dec 30Jiangsu New Energy Development Co., Ltd. to Report Fiscal Year 2023 Results on Apr 25, 2024Jiangsu New Energy Development Co., Ltd. announced that they will report fiscal year 2023 results on Apr 25, 2024
New Risk • Sep 10New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 20% 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 (20% operating cash flow to total debt). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • Aug 29Second quarter 2023 earnings released: EPS: CN¥0.18 (vs CN¥0.20 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.18 (down from CN¥0.20 in 2Q 2022). Revenue: CN¥537.0m (down 2.6% from 2Q 2022). Net income: CN¥162.0m (down 8.6% from 2Q 2022). Profit margin: 30% (down from 32% in 2Q 2022). Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Renewable Energy industry in China. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
공시 • Jun 28Jiangsu New Energy Development Co., Ltd. to Report First Half, 2023 Results on Aug 29, 2023Jiangsu New Energy Development Co., Ltd. announced that they will report first half, 2023 results on Aug 29, 2023
Reported Earnings • Apr 26First quarter 2023 earnings released: EPS: CN¥0.20 (vs CN¥0.15 in 1Q 2022)First quarter 2023 results: EPS: CN¥0.20 (up from CN¥0.15 in 1Q 2022). Revenue: CN¥554.5m (up 3.6% from 1Q 2022). Net income: CN¥176.4m (up 38% from 1Q 2022). Profit margin: 32% (up from 24% in 1Q 2022). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 8.4% growth forecast for the Renewable Energy industry in China. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Director Jian Cai was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: CN¥0.088 (vs CN¥0.11 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.088 (down from CN¥0.11 in 3Q 2021). Revenue: CN¥430.0m (up 5.9% from 3Q 2021). Net income: CN¥76.2m (down 16% from 3Q 2021). Profit margin: 18% (down from 22% in 3Q 2021). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Renewable Energy industry in China. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 31Second quarter 2022 earnings released: EPS: CN¥0.19 (vs CN¥0.13 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.19 (up from CN¥0.13 in 2Q 2021). Revenue: CN¥551.3m (up 33% from 2Q 2021). Net income: CN¥177.3m (up 75% from 2Q 2021). Profit margin: 32% (up from 24% in 2Q 2021). Over the next year, revenue is forecast to grow 33%, compared to a 14% growth forecast for the Renewable Energy industry in China. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Aug 17Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥15.51, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 15x in the Renewable Energy industry in China. Total returns to shareholders of 87% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥6.54 per share.
Reported Earnings • Apr 28First quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2022 results: EPS: CN¥0.19 (down from CN¥0.32 in 1Q 2021). Revenue: CN¥535.3m (flat on 1Q 2021). Net income: CN¥127.9m (down 36% from 1Q 2021). Profit margin: 24% (down from 37% in 1Q 2021). Revenue exceeded analyst estimates by 4.2%. Earnings per share (EPS) missed analyst estimates by 8.9%. Over the next year, revenue is forecast to grow 39%, compared to a 12% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
Reported Earnings • Apr 08Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: EPS: CN¥0.49 (up from CN¥0.25 in FY 2020). Revenue: CN¥1.86b (up 20% from FY 2020). Net income: CN¥306.8m (up 100% from FY 2020). Profit margin: 17% (up from 9.9% in FY 2020). Revenue exceeded analyst estimates by 4.2%. Earnings per share (EPS) missed analyst estimates by 8.9%. Over the next year, revenue is forecast to grow 34%, compared to a 12% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Reported Earnings • Feb 24Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: EPS: CN¥0.50 (up from CN¥0.25 in FY 2020). Revenue: CN¥1.86b (up 20% from FY 2020). Net income: CN¥309.3m (up 101% from FY 2020). Profit margin: 17% (up from 9.9% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.2%. Earnings per share (EPS) missed analyst estimates by 7.0%. Over the next year, revenue is forecast to grow 34%, compared to a 13% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
Reported Earnings • Oct 31Third quarter 2021 earnings released: EPS CN¥0.14 (vs CN¥0.08 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥405.9m (up 24% from 3Q 2020). Net income: CN¥90.6m (up 86% from 3Q 2020). Profit margin: 22% (up from 15% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 26% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Sep 13Investor sentiment improved over the past weekAfter last week's 19% share price gain to CN¥19.64, the stock trades at a trailing P/E ratio of 72.9x. Average trailing P/E is 21x in the Renewable Energy industry in China. Total returns to shareholders of 20% over the past three years.
Reported Earnings • Aug 29Second quarter 2021 earnings released: EPS CN¥0.17 (vs CN¥0.19 in 2Q 2020)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥415.6m (down 2.0% from 2Q 2020). Net income: CN¥101.1m (down 12% from 2Q 2020). Profit margin: 24% (down from 27% in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Aug 25Investor sentiment improved over the past weekAfter last week's 20% share price gain to CN¥17.20, the stock trades at a trailing P/E ratio of 63.8x. Average trailing P/E is 19x in the Renewable Energy industry in China. Total loss to shareholders of 2.6% over the past three years.
Valuation Update With 7 Day Price Move • Aug 04Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥15.01, the stock trades at a trailing P/E ratio of 55.7x. Average trailing P/E is 17x in the Renewable Energy industry in China. Total loss to shareholders of 21% over the past three years.
Reported Earnings • Apr 28First quarter 2021 earnings released: EPS CN¥0.32 (vs CN¥0.30 in 1Q 2020)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were weaker. First quarter 2021 results: Revenue: CN¥539.0m (up 23% from 1Q 2020). Net income: CN¥199.2m (up 6.3% from 1Q 2020). Profit margin: 37% (down from 43% in 1Q 2020).
Valuation Update With 7 Day Price Move • Apr 01Investor sentiment improved over the past weekAfter last week's 16% share price gain to CN¥14.30, the stock trades at a trailing P/E ratio of 21.4x. Average trailing P/E is 20x in the Renewable Energy industry in China. Total returns to shareholders of 69% over the past year.
Valuation Update With 7 Day Price Move • Feb 05Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to CN¥9.94, the stock is trading at a trailing P/E ratio of 14.8x, down from the previous P/E ratio of 17.5x. This compares to an average P/E of 16x in the Renewable Energy industry in China. Total returns to shareholders over the past year are 14%.
Is New 90 Day High Low • Feb 03New 90-day low: CN¥10.85The company is down 9.0% from its price of CN¥11.86 on 05 November 2020. The Chinese market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Renewable Energy industry, which is flat over the same period.
공시 • Jan 31Jiangsu New Energy Development Co., Ltd. (SHSE:603693) agreed to acquire 40% stake in Datang Guoxin Binhai Offshore Wind Power Co., Ltd. From Jiangsu Guoxin Investment Group Limited.Jiangsu New Energy Development Co., Ltd. (SHSE:603693) agreed to acquire 40% stake in Datang Guoxin Binhai Offshore Wind Power Co., Ltd. From Jiangsu Guoxin Investment Group Limited on January 30, 2021. Payment will be done through issuing shares. As of August 31, 2021, Datang Guoxin Binhai had total assets worth CNY 4.7 billion and net assets worth CNY 1.27 billion. The transaction must be approved by Guoxin Group, shareholders of Jiangsu New Energy and China Securities Regulatory Commission. The transaction plan was approved by the board of directors of Guoxin Group, the state-owned assets supervision and management agency, the 18th meeting of the second board of directors of Jiangsu New Energy Development. This transaction has obtained a written statement that other shareholders of the target company waived the right of first refusal.
Is New 90 Day High Low • Dec 09New 90-day low: CN¥11.22The company is down 7.0% from its price of CN¥12.07 on 10 September 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Renewable Energy industry, which is down 1.0% over the same period.
Reported Earnings • Oct 30Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥412.8m, up 85% from the prior year. Total revenue was CN¥1.59b over the last 12 months, up 11% from the prior year.
Is New 90 Day High Low • Oct 30New 90-day low: CN¥11.68The company is down 15% from its price of CN¥13.81 on 31 July 2020. The Chinese market is down 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Renewable Energy industry, which is up 1.0% over the same period.
공시 • Oct 30Jiangsu New Energy Development Co., Ltd. to Report Q3, 2020 Results on Oct 30, 2020Jiangsu New Energy Development Co., Ltd. announced that they will report Q3, 2020 results on Oct 30, 2020
공시 • Jul 17Jiangsu New Energy Development Co., Ltd. to Report First Half, 2020 Results on Aug 29, 2020Jiangsu New Energy Development Co., Ltd. announced that they will report first half, 2020 results on Aug 29, 2020
