Board Change • May 20
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 3 highly experienced directors. Independent Director Xinping Xia was the last director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Aankondiging • Dec 31
Hubei Dinglong CO.,Ltd. to Report Fiscal Year 2025 Results on Mar 27, 2026 Hubei Dinglong CO.,Ltd. announced that they will report fiscal year 2025 results on Mar 27, 2026 Aankondiging • Sep 30
Hubei Dinglong CO.,Ltd. to Report Q3, 2025 Results on Oct 28, 2025 Hubei Dinglong CO.,Ltd. announced that they will report Q3, 2025 results on Oct 28, 2025 Aankondiging • Jul 02
Hubei Dinglong CO.,Ltd. to Report First Half, 2025 Results on Aug 22, 2025 Hubei Dinglong CO.,Ltd. announced that they will report first half, 2025 results on Aug 22, 2025 Aankondiging • Jun 13
Hubei Dinglong CO.,Ltd. (SZSE:300054) agreed to acquire Hubei Dinghui Microelectronic Materials Co., Ltd. from CCB Trust Co., Ltd. for CNY 240 million. Hubei Dinglong CO.,Ltd. (SZSE:300054) agreed to acquire Hubei Dinghui Microelectronic Materials Co., Ltd. from CCB Trust Co., Ltd. for CNY 240 million on June 10, 2025. A cash consideration of CNY 240 million will be paid by Hubei Dinglong CO.,Ltd. As part of consideration, CNY 240 million is paid towards common equity of Hubei Dinghui Microelectronic Materials Co., Ltd. Upon completion, Hubei Dinglong CO.,Ltd. will own 99.35% stake in Hubei Dinghui Microelectronic Materials Co., Ltd.
For the period ending December 31, 2024, Hubei Dinghui Microelectronic Materials Co., Ltd. reported total revenue of CNY 717.23 million. As of December 31, 2024, Hubei Dinghui Microelectronic Materials Co., Ltd. reported total assets of CNY 1.35 billion and total common equity of CNY 963.08 million.
The transaction has been approved by the board of Hubei Dinglong CO.,Ltd. Aankondiging • May 22
Hubei Dinglong Co.,Ltd. Approves Cash Dividend for the Year 2024 Hubei Dinglong CO.,Ltd. held its Annual General Meeting of 2024 on 20 May 2025, during which the following proposal(s) was/were approved: 2024 profit distribution plan of Cash dividend/10 shares (tax included): CNY 1.00000000. Aankondiging • Apr 29
Hubei Dinglong CO.,Ltd., Annual General Meeting, May 20, 2025 Hubei Dinglong CO.,Ltd., Annual General Meeting, May 20, 2025, at 15:00 China Standard Time. Aankondiging • Mar 31
Hubei Dinglong CO.,Ltd. to Report Q1, 2025 Results on Apr 29, 2025 Hubei Dinglong CO.,Ltd. announced that they will report Q1, 2025 results on Apr 29, 2025 Aankondiging • Dec 31
Hubei Dinglong CO.,Ltd. to Report Fiscal Year 2024 Results on Apr 29, 2025 Hubei Dinglong CO.,Ltd. announced that they will report fiscal year 2024 results on Apr 29, 2025 Buy Or Sell Opportunity • Nov 08
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 42% to CN¥29.00. The fair value is estimated to be CN¥24.03, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.2% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 40% in 2 years. Earnings are forecast to grow by 100% in the next 2 years. Reported Earnings • Oct 25
Third quarter 2024 earnings released: EPS: CN¥0.17 (vs CN¥0.093 in 3Q 2023) Third quarter 2024 results: EPS: CN¥0.17 (up from CN¥0.093 in 3Q 2023). Revenue: CN¥906.9m (up 27% from 3Q 2023). Net income: CN¥158.5m (up 97% from 3Q 2023). Profit margin: 18% (up from 11% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% 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 increased by 31% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Sep 30
Investor sentiment improves as stock rises 30% After last week's 30% share price gain to CN¥23.85, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 16x in the Chemicals industry in China. Total returns to shareholders of 26% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥13.39 per share. Aankondiging • Sep 30
Hubei Dinglong CO.,Ltd. to Report Q3, 2024 Results on Oct 25, 2024 Hubei Dinglong CO.,Ltd. announced that they will report Q3, 2024 results on Oct 25, 2024 Reported Earnings • Aug 20
Second quarter 2024 earnings released: EPS: CN¥0.14 (vs CN¥0.063 in 2Q 2023) Second quarter 2024 results: EPS: CN¥0.14 (up from CN¥0.063 in 2Q 2023). Revenue: CN¥810.8m (up 32% from 2Q 2023). Net income: CN¥136.3m (up 123% from 2Q 2023). Profit margin: 17% (up from 10.0% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% 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 increased by 48% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings. Aankondiging • Jun 29
Hubei Dinglong CO.,Ltd. to Report First Half, 2024 Results on Aug 20, 2024 Hubei Dinglong CO.,Ltd. announced that they will report first half, 2024 results on Aug 20, 2024 Reported Earnings • Apr 26
First quarter 2024 earnings released: EPS: CN¥0.086 (vs CN¥0.037 in 1Q 2023) First quarter 2024 results: EPS: CN¥0.086 (up from CN¥0.037 in 1Q 2023). Revenue: CN¥708.0m (up 30% from 1Q 2023). Net income: CN¥81.6m (up 135% from 1Q 2023). Profit margin: 12% (up from 6.4% in 1Q 2023). The increase in margin was driven by higher revenue. 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 60% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth. Aankondiging • Apr 10
Hubei Dinglong CO.,Ltd., Annual General Meeting, May 14, 2024 Hubei Dinglong CO.,Ltd., Annual General Meeting, May 14, 2024, at 15:00 China Standard Time. Location: The Company's Meeting Room, Wuhan, Hubei China Reported Earnings • Apr 10
Full year 2023 earnings released: EPS: CN¥0.24 (vs CN¥0.42 in FY 2022) Full year 2023 results: EPS: CN¥0.24 (down from CN¥0.42 in FY 2022). Revenue: CN¥2.67b (down 2.0% from FY 2022). Net income: CN¥222.0m (down 43% from FY 2022). Profit margin: 8.3% (down from 14% in FY 2022). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 18% p.a. on average during the next 2 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 73% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth. Aankondiging • Mar 30
Hubei Dinglong CO.,Ltd. to Report Q1, 2024 Results on Apr 26, 2024 Hubei Dinglong CO.,Ltd. announced that they will report Q1, 2024 results on Apr 26, 2024 Buy Or Sell Opportunity • Mar 26
Now 21% undervalued after recent price drop Over the last 90 days, the stock has fallen 10% to CN¥21.51. The fair value is estimated to be CN¥27.37, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 73%. Revenue is forecast to grow by 40% in 2 years. Earnings are forecast to grow by 116% in the next 2 years. Aankondiging • Mar 16
Hubei Dinglong CO.,Ltd. (SZSE:300054) agreed to acquire 6.83% stake in Wuhan Rouxian Technology Co., Ltd. from Qushui Dinglong Taihao Enterprise Management Co., Ltd. managed by Wuhan Paradise Silicon Valley Technology Innovation Asset Management Co., Ltd. for CNY 31.9 million. Hubei Dinglong CO.,Ltd. (SZSE:300054) agreed to acquire 6.83% stake in Wuhan Rouxian Technology Co., Ltd. from Qushui Dinglong Taihao Enterprise Management Co., Ltd. managed by Wuhan Paradise Silicon Valley Technology Innovation Asset Management Co., Ltd. for CNY 31.9 million on March 13, 2024. Transaction was financed by Hubei Dinglong's own funds. Transaction has already been approved by Wuhan Rouxian Technology Co., Ltd's board of director's. Valuation Update With 7 Day Price Move • Feb 08
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to CN¥20.42, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 13x in the Chemicals industry in China. Negligible returns to shareholders over past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥27.66 per share. Aankondiging • Feb 07
Hubei Dinglong CO.,Ltd. (SZSE:300054) announces an Equity Buyback for CNY 200 million worth of its shares. Hubei Dinglong CO.,Ltd. (SZSE:300054) announces a share repurchase program. Under the program, the company will repurchase up to CNY 200 million worth of its shares. The shares will be repurchased at a price not more than CNY 30 per share. The purpose of the program is to use the repurchased shares for ESOP or equity incentives. The program is valid for a period of 3 months. Aankondiging • Dec 30
Hubei Dinglong CO.,Ltd. to Report Fiscal Year 2023 Results on Apr 10, 2024 Hubei Dinglong CO.,Ltd. announced that they will report fiscal year 2023 results on Apr 10, 2024 Reported Earnings • Oct 26
Third quarter 2023 earnings released: EPS: CN¥0.093 (vs CN¥0.10 in 3Q 2022) Third quarter 2023 results: EPS: CN¥0.093 (down from CN¥0.10 in 3Q 2022). Revenue: CN¥713.2m (up 11% from 3Q 2022). Net income: CN¥80.4m (down 20% from 3Q 2022). Profit margin: 11% (down from 16% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 23% 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 15% per year, which means it is significantly lagging earnings growth. Aankondiging • Sep 30
Hubei Dinglong CO.,Ltd. to Report Q3, 2023 Results on Oct 26, 2023 Hubei Dinglong CO.,Ltd. announced that they will report Q3, 2023 results on Oct 26, 2023 Reported Earnings • Aug 19
Second quarter 2023 earnings released: EPS: CN¥0.063 (vs CN¥0.13 in 2Q 2022) Second quarter 2023 results: EPS: CN¥0.063 (down from CN¥0.13 in 2Q 2022). Revenue: CN¥612.7m (down 18% from 2Q 2022). Net income: CN¥61.1m (down 50% from 2Q 2022). Profit margin: 10.0% (down from 17% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 22% 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 71% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth. Aankondiging • Jul 01
Hubei Dinglong CO.,Ltd. to Report First Half, 2023 Results on Aug 19, 2023 Hubei Dinglong CO.,Ltd. announced that they will report first half, 2023 results on Aug 19, 2023 Aankondiging • Jun 09
Hubei Dinglong Co.,Ltd. Announces Final Dividend on A Shares for the Year 2022, Payable on June 16, 2023 Hubei Dinglong CO.,Ltd. announced final cash dividend/10 shares (tax included) of CNY 0.50000000 on A shares for the year 2022. Record date is June 15, 2023. Ex-date is May June 16, 2023. Payment date is June 16, 2023. Valuation Update With 7 Day Price Move • Apr 20
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to CN¥29.90, the stock trades at a forward P/E ratio of 51x. Average forward P/E is 16x in the Chemicals industry in China. Total returns to shareholders of 162% over the past three years. Reported Earnings • Apr 12
Full year 2022 earnings released: EPS: CN¥0.42 (vs CN¥0.23 in FY 2021) Full year 2022 results: EPS: CN¥0.42 (up from CN¥0.23 in FY 2021). Revenue: CN¥2.72b (up 16% from FY 2021). Net income: CN¥390.0m (up 83% from FY 2021). Profit margin: 14% (up from 9.1% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 22% 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 66% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth. Board Change • Nov 16
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Non-Independent Director Minguang Su was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Oct 28
Third quarter 2022 earnings released: EPS: CN¥0.10 (vs CN¥0.062 in 3Q 2021) Third quarter 2022 results: EPS: CN¥0.10 (up from CN¥0.062 in 3Q 2021). Revenue: CN¥642.9m (up 16% from 3Q 2021). Net income: CN¥100.3m (up 70% from 3Q 2021). Profit margin: 16% (up from 11% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 22% 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 31% per year whereas the company’s share price has increased by 33% per year. Valuation Update With 7 Day Price Move • Oct 12
Investor sentiment deteriorated over the past week After last week's 18% share price decline to CN¥19.19, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 14x in the Chemicals industry in China. Total returns to shareholders of 105% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥17.39 per share. Valuation Update With 7 Day Price Move • Sep 08
Investor sentiment improved over the past week After last week's 17% share price gain to CN¥26.51, the stock trades at a forward P/E ratio of 52x. Average forward P/E is 17x in the Chemicals industry in China. Total returns to shareholders of 154% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥19.08 per share. Reported Earnings • Aug 20
Second quarter 2022 earnings released: EPS: CN¥0.14 (vs CN¥0.058 in 2Q 2021) Second quarter 2022 results: EPS: CN¥0.14 (up from CN¥0.058 in 2Q 2021). Revenue: CN¥742.8m (up 29% from 2Q 2021). Net income: CN¥123.1m (up 129% from 2Q 2021). Profit margin: 17% (up from 9.3% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 29%, compared to a 41% growth forecast for the Chemicals industry in China. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 38% per year, which means it is well ahead of earnings. Board Change • Jun 01
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Non-Independent Director Minguang Su was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Apr 27
First quarter 2022 earnings released: EPS: CN¥0.076 (vs CN¥0.04 in 1Q 2021) First quarter 2022 results: EPS: CN¥0.076 (up from CN¥0.04 in 1Q 2021). Revenue: CN¥569.7m (up 9.6% from 1Q 2021). Net income: CN¥71.4m (up 90% from 1Q 2021). Profit margin: 13% (up from 7.2% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 29%, compared to a 43% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings. Board Change • Apr 27
Less than half of directors are independent No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. 3 highly experienced directors. 3 independent directors (8 non-independent directors). Independent Director Xiao Ji was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Reported Earnings • Apr 16
Full year 2021 earnings released: EPS: CN¥0.23 (vs CN¥0.17 loss in FY 2020) Full year 2021 results: EPS: CN¥0.23 (up from CN¥0.17 loss in FY 2020). Revenue: CN¥2.36b (up 30% from FY 2020). Net income: CN¥213.5m (up CN¥373.3m from FY 2020). Profit margin: 9.1% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Over the next year, revenue is forecast to grow 15%, compared to a 51% growth forecast for the industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 105 percentage points per year, which is a significant difference in performance. Reported Earnings • Oct 28
Third quarter 2021 earnings released: EPS CN¥0.062 (vs CN¥0.04 in 3Q 2020) The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥554.9m (up 25% from 3Q 2020). Net income: CN¥59.2m (up 45% from 3Q 2020). Profit margin: 11% (up from 9.2% in 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 159 percentage points per year, which is a significant difference in performance. Reported Earnings • Aug 19
Second quarter 2021 earnings released: EPS CN¥0.06 (vs CN¥0.18 in 2Q 2020) The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: CN¥576.4m (up 9.2% from 2Q 2020). Net income: CN¥53.9m (down 71% from 2Q 2020). Profit margin: 9.3% (down from 35% in 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 140 percentage points per year, which is a significant difference in performance. Reported Earnings • Apr 10
Full year 2020 earnings released: CN¥0.17 loss per share (vs CN¥0.036 profit in FY 2019) The company reported a mediocre full year result with weaker earnings and weaker control over costs, although revenues improved. Full year 2020 results: Revenue: CN¥1.82b (up 58% from FY 2019). Net loss: CN¥159.8m (down CN¥193.9m from profit in FY 2019). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 82 percentage points per year, which is a significant difference in performance. Is New 90 Day High Low • Jan 21
New 90-day high: CN¥23.44 The company is up 52% from its price of CN¥15.38 on 23 October 2020. The Chinese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥12.87 per share. Is New 90 Day High Low • Jan 05
New 90-day high: CN¥19.30 The company is up 23% from its price of CN¥15.70 on 30 September 2020. The Chinese market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥12.94 per share. Is New 90 Day High Low • Dec 17
New 90-day high: CN¥17.45 The company is up 5.0% from its price of CN¥16.61 on 18 September 2020. The Chinese market is up 2.0% over the last 90 days, indicating the company outperformed over that time. However, its price trend is similar to the Chemicals industry, which is also up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥12.97 per share. Reported Earnings • Oct 29
Third quarter earnings released Over the last 12 months the company has reported total profits of CN¥97.7m, down 59% from the prior year. Total revenue was CN¥1.61b over the last 12 months, up 40% from the prior year. Is New 90 Day High Low • Oct 23
New 90-day low: CN¥15.38 The company is down 15% from its price of CN¥18.06 on 24 July 2020. The Chinese market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥2.06 per share. Is New 90 Day High Low • Sep 28
New 90-day low: CN¥15.59 The company is down 6.0% from its price of CN¥16.60 on 30 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 Chemicals industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥2.03 per share.