Aankondiging • Jun 30
Chengxin Lithium Group Co., Ltd. to Report First Half, 2026 Results on Aug 29, 2026 Chengxin Lithium Group Co., Ltd. announced that they will report first half, 2026 results on Aug 29, 2026 New Risk • Jun 26
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Chinese stocks, typically moving 11% 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 (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (11% average weekly change). Aankondiging • Jun 16
Chengxin Lithium Group Co., Ltd. Approves Board Elections Chengxin Lithium Group Co., Ltd. at the Extraordinary General Meeting held on 12 June 2026, approved the election of Xiang Rui, Chen Jian, and He Zhengwei as independent directors. Aankondiging • Mar 31
Chengxin Lithium Group Co., Ltd. to Report Q1, 2026 Results on Apr 30, 2026 Chengxin Lithium Group Co., Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026 Aankondiging • Mar 28
Chengxin Lithium Group Co., Ltd., Annual General Meeting, Apr 17, 2026 Chengxin Lithium Group Co., Ltd., Annual General Meeting, Apr 17, 2026, at 14:30 China Standard Time. Location: The Company's Meeting Room, Chengdu, Sichuan China Aankondiging • Dec 31
Chengxin Lithium Group Co., Ltd. to Report Fiscal Year 2025 Results on Apr 28, 2026 Chengxin Lithium Group Co., Ltd. announced that they will report fiscal year 2025 results on Apr 28, 2026 Aankondiging • Sep 30
Chengxin Lithium Group Co., Ltd. to Report Q3, 2025 Results on Oct 25, 2025 Chengxin Lithium Group Co., Ltd. announced that they will report Q3, 2025 results on Oct 25, 2025 Aankondiging • Jul 02
Chengxin Lithium Group Co., Ltd. to Report First Half, 2025 Results on Aug 28, 2025 Chengxin Lithium Group Co., Ltd. announced that they will report first half, 2025 results on Aug 28, 2025 Aankondiging • Mar 31
Chengxin Lithium Group Co., Ltd. to Report Q1, 2025 Results on Apr 29, 2025 Chengxin Lithium Group Co., Ltd. announced that they will report Q1, 2025 results on Apr 29, 2025 Aankondiging • Mar 24
Chengxin Lithium Group Co., Ltd., Annual General Meeting, Apr 11, 2025 Chengxin Lithium Group Co., Ltd., Annual General Meeting, Apr 11, 2025, at 14:30 China Standard Time. Location: The Company's Meeting Room, Chengdu, Sichuan China Aankondiging • Dec 31
Chengxin Lithium Group Co., Ltd. to Report Fiscal Year 2024 Results on Apr 28, 2025 Chengxin Lithium Group Co., Ltd. announced that they will report fiscal year 2024 results on Apr 28, 2025 Reported Earnings • Oct 31
Third quarter 2024 earnings released: CN¥0.33 loss per share (vs CN¥0.53 profit in 3Q 2023) Third quarter 2024 results: CN¥0.33 loss per share (down from CN¥0.53 profit in 3Q 2023). Revenue: CN¥919.3m (down 51% from 3Q 2023). Net loss: CN¥274.7m (down 157% from profit in 3Q 2023). Revenue is forecast to grow 31% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 37% per year whereas the company’s share price has fallen by 36% per year. Aankondiging • Sep 30
Chengxin Lithium Group Co., Ltd. to Report Q3, 2024 Results on Oct 31, 2024 Chengxin Lithium Group Co., Ltd. announced that they will report Q3, 2024 results on Oct 31, 2024 New Risk • Sep 24
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 6.7% 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 Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Minor Risk Share price has been volatile over the past 3 months (6.7% average weekly change). Reported Earnings • Aug 31
Second quarter 2024 earnings released: CN¥0.045 loss per share (vs CN¥0.16 profit in 2Q 2023) Second quarter 2024 results: CN¥0.045 loss per share (down from CN¥0.16 profit in 2Q 2023). Revenue: CN¥1.37b (down 31% from 2Q 2023). Net loss: CN¥43.3m (down 129% from profit in 2Q 2023). Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 42% per year, which means it is performing significantly worse than earnings. Aankondiging • Jun 29
Chengxin Lithium Group Co., Ltd. to Report First Half, 2024 Results on Aug 30, 2024 Chengxin Lithium Group Co., Ltd. announced that they will report first half, 2024 results on Aug 30, 2024 Reported Earnings • Apr 30
First quarter 2024 earnings released: CN¥0.16 loss per share (vs CN¥0.51 profit in 1Q 2023) First quarter 2024 results: CN¥0.16 loss per share (down from CN¥0.51 profit in 1Q 2023). Revenue: CN¥1.21b (down 56% from 1Q 2023). Net loss: CN¥143.7m (down 131% from profit in 1Q 2023). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings. Aankondiging • Mar 30
Chengxin Lithium Group Co., Ltd. to Report Q1, 2024 Results on Apr 29, 2024 Chengxin Lithium Group Co., Ltd. announced that they will report Q1, 2024 results on Apr 29, 2024 Reported Earnings • Mar 29
Full year 2023 earnings released: EPS: CN¥0.77 (vs CN¥6.40 in FY 2022) Full year 2023 results: EPS: CN¥0.77 (down from CN¥6.40 in FY 2022). Revenue: CN¥7.95b (down 34% from FY 2022). Net income: CN¥702.2m (down 87% from FY 2022). Profit margin: 8.8% (down from 46% in FY 2022). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings. Aankondiging • Mar 28
Chengxin Lithium Group Co., Ltd., Annual General Meeting, Apr 17, 2024 Chengxin Lithium Group Co., Ltd., Annual General Meeting, Apr 17, 2024, at 14:30 China Standard Time. Location: 15F, Area B, No. 199, Tianfu 3rd Street, Hi-tech Zone, Chengdu, Sichuan China Valuation Update With 7 Day Price Move • Feb 01
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to CN¥19.96, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 13x in the Chemicals industry in China. Total loss to shareholders of 19% over the past three years. Aankondiging • Dec 30
Chengxin Lithium Group Co., Ltd. to Report Fiscal Year 2023 Results on Apr 26, 2024 Chengxin Lithium Group Co., Ltd. announced that they will report fiscal year 2023 results on Apr 26, 2024 New Risk • Dec 06
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 6.0% 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 (36% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.0% average weekly change). Profit margins are more than 30% lower than last year (22% net profit margin). Shareholders have been diluted in the past year (6.6% increase in shares outstanding). Reported Earnings • Nov 01
Third quarter 2023 earnings released: EPS: CN¥0.53 (vs CN¥1.59 in 3Q 2022) Third quarter 2023 results: EPS: CN¥0.53 (down from CN¥1.59 in 3Q 2022). Revenue: CN¥1.87b (down 38% from 3Q 2022). Net income: CN¥483.4m (down 64% from 3Q 2022). Profit margin: 26% (down from 44% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth. Reported Earnings • Aug 30
Second quarter 2023 earnings released: EPS: CN¥0.16 (vs CN¥2.26 in 2Q 2022) Second quarter 2023 results: EPS: CN¥0.16 (down from CN¥2.26 in 2Q 2022). Revenue: CN¥1.97b (down 43% from 2Q 2022). Net income: CN¥147.8m (down 92% from 2Q 2022). Profit margin: 7.5% (down from 57% in 2Q 2022). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth. Board Change • Nov 16
High number of new and inexperienced directors There are 9 new directors who have joined the board in the last 3 years. The company's board is composed of: 9 new directors. 3 experienced directors. No highly experienced directors. Chairman Yi Zhou is the most experienced director on the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors. Reported Earnings • Oct 25
Third quarter 2022 earnings released: EPS: CN¥1.59 (vs CN¥0.30 in 3Q 2021) Third quarter 2022 results: EPS: CN¥1.59 (up from CN¥0.30 in 3Q 2021). Revenue: CN¥3.01b (up 314% from 3Q 2021). Net income: CN¥1.33b (up 438% from 3Q 2021). Profit margin: 44% (up from 34% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 31% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Forestry industry in China. Over the last 3 years on average, earnings per share has increased by 128% per year but the company’s share price has only increased by 84% per year, which means it is significantly lagging earnings growth. Reported Earnings • Jul 29
Second quarter 2022 earnings released: EPS: CN¥2.26 (vs CN¥0.25 in 2Q 2021) Second quarter 2022 results: EPS: CN¥2.26 (up from CN¥0.25 in 2Q 2021). Revenue: CN¥3.45b (up 418% from 2Q 2021). Net income: CN¥1.95b (up CN¥1.77b from 2Q 2021). Profit margin: 57% (up from 27% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 102%, compared to a 81% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 122% per year but the company’s share price has only increased by 92% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Jul 06
Investor sentiment improved over the past week After last week's 17% share price gain to CN¥69.25, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 11x in the Forestry industry in China. Total returns to shareholders of 741% over the past three years. Valuation Update With 7 Day Price Move • Jun 08
Investor sentiment improved over the past week After last week's 16% share price gain to CN¥55.67, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 10x in the Forestry industry in China. Total returns to shareholders of 495% over the past three years. Valuation Update With 7 Day Price Move • May 03
Investor sentiment improved over the past week After last week's 30% share price gain to CN¥44.39, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 10x in the Forestry industry in China. Total returns to shareholders of 463% over the past three years. Reported Earnings • Apr 28
First quarter 2022 earnings released: EPS: CN¥1.24 (vs CN¥0.14 in 1Q 2021) First quarter 2022 results: EPS: CN¥1.24 (up from CN¥0.14 in 1Q 2021). Revenue: CN¥1.69b (up 215% from 1Q 2021). Net income: CN¥1.07b (up CN¥965.8m from 1Q 2021). Profit margin: 63% (up from 20% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 145%, compared to a 64% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 63% per year, which means it is significantly lagging earnings growth. Board Change • Apr 27
High number of new and inexperienced directors There are 6 new directors who have joined the board in the last 3 years. The company's board is composed of: 6 new directors. 6 experienced directors. No highly experienced directors. Chairman of Supervisory Board Xiao Feng is the most experienced director on the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors. Reported Earnings • Mar 31
Full year 2021 earnings released Full year 2021 results: Revenue: CN¥2.93b (up 64% from FY 2020). Net income: CN¥850.6m (up CN¥823.5m from FY 2020). Profit margin: 29% (up from 1.5% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 92%, compared to a 40% growth forecast for the industry in China. Buying Opportunity • Mar 05
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 10.0%. The fair value is estimated to be CN¥70.08, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.9% per annum over the last 3 years. The company has become profitable over the last year. Reported Earnings • Oct 26
Third quarter 2021 earnings released: EPS CN¥0.30 (vs CN¥0.29 in 3Q 2020) The company reported a decent third quarter result with improved earnings and profit margins, although revenues were flat. Third quarter 2021 results: Revenue: CN¥725.9m (flat on 3Q 2020). Net income: CN¥247.5m (up 14% from 3Q 2020). Profit margin: 34% (up from 30% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has increased by 96% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Sep 13
Investor sentiment improved over the past week After last week's 47% share price gain to CN¥72.48, the stock trades at a forward P/E ratio of 47x. Average forward P/E is 12x in the Forestry industry in China. Total returns to shareholders of 649% over the past three years. Valuation Update With 7 Day Price Move • Aug 24
Investor sentiment improved over the past week After last week's 16% share price gain to CN¥45.05, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 12x in the Forestry industry in China. Total returns to shareholders of 270% over the past three years. Reported Earnings • Aug 09
Second quarter 2021 earnings released: EPS CN¥0.25 (vs CN¥0.14 loss in 2Q 2020) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥599.2m (up 17% from 2Q 2020). Net income: CN¥186.8m (up CN¥297.0m from 2Q 2020). Profit margin: 31% (up from net loss in 2Q 2020). The move to profitability was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 54% per year, which means it is tracking significantly ahead of earnings growth. Reported Earnings • Apr 25
First quarter 2021 earnings released: EPS CN¥0.14 (vs CN¥0.087 loss in 1Q 2020) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥534.7m (up 121% from 1Q 2020). Net income: CN¥104.0m (up CN¥161.2m from 1Q 2020). Profit margin: 20% (up from net loss in 1Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings. Is New 90 Day High Low • Jan 25
New 90-day high: CN¥29.88 The company is up 111% from its price of CN¥14.19 on 28 October 2020. The Chinese market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Forestry industry, which is up 20% over the same period. Is New 90 Day High Low • Jan 04
New 90-day high: CN¥25.80 The company is up 121% from its price of CN¥11.68 on 30 September 2020. The Chinese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Forestry industry, which is up 12% over the same period. Is New 90 Day High Low • Dec 16
New 90-day high: CN¥19.80 The company is up 32% from its price of CN¥14.97 on 17 September 2020. The Chinese market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Forestry industry, which is up 3.0% over the same period. Is New 90 Day High Low • Nov 05
New 90-day high: CN¥17.42 The company is up 17% from its price of CN¥14.95 on 07 August 2020. The Chinese market is down 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Forestry industry, which is down 8.0% over the same period. Reported Earnings • Oct 26
Third quarter earnings released Over the last 12 months the company has reported total losses of CN¥86.0m, with earnings decreasing by CN¥145.3m from the prior year. Total revenue was CN¥2.05b over the last 12 months, down 14% from the prior year. Reported Earnings • Oct 23
Third quarter earnings released Over the last 12 months the company has reported total losses of CN¥87.2m, with earnings decreasing by CN¥147.6m from the prior year. Total revenue was CN¥2.05b over the last 12 months, down 14% from the prior year. Is New 90 Day High Low • Sep 25
New 90-day low: CN¥12.19 The company is down 7.0% from its price of CN¥13.06 on 24 June 2020. The Chinese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Forestry industry, which is up 16% over the same period. 
