Announcement • Apr 21
Unigroup Guoxin Microelectronics Co., Ltd., Annual General Meeting, May 11, 2026 Unigroup Guoxin Microelectronics Co., Ltd., Annual General Meeting, May 11, 2026, at 14:30 China Standard Time. Location: 16F, Tower B, No. 7, Zhichun Road, Haidian District, Beijing China Announcement • Mar 31
Unigroup Guoxin Microelectronics Co., Ltd. to Report Q1, 2026 Results on Apr 28, 2026 Unigroup Guoxin Microelectronics Co., Ltd. announced that they will report Q1, 2026 results on Apr 28, 2026 Announcement • Dec 31
Unigroup Guoxin Microelectronics Co., Ltd. to Report Fiscal Year 2025 Results on Apr 21, 2026 Unigroup Guoxin Microelectronics Co., Ltd. announced that they will report fiscal year 2025 results on Apr 21, 2026 Announcement • Oct 22
Unigroup Guoxin Microelectronics Co., Ltd. Approves By-Election of Directors Unigroup Guoxin Microelectronics Co., Ltd. at its EGM held on October 20, 2025, approved by-election of Ma Ninghui and Wu Rui as non-independent directors. Announcement • Sep 30
Unigroup Guoxin Microelectronics Co., Ltd. to Report Q3, 2025 Results on Oct 28, 2025 Unigroup Guoxin Microelectronics Co., Ltd. announced that they will report Q3, 2025 results on Oct 28, 2025 Announcement • Jul 02
Unigroup Guoxin Microelectronics Co., Ltd. to Report First Half, 2025 Results on Aug 19, 2025 Unigroup Guoxin Microelectronics Co., Ltd. announced that they will report first half, 2025 results on Aug 19, 2025 Announcement • May 17
Unigroup Guoxin Microelectronics Co., Ltd. Approves Cash Dividend for the Year 2024 Unigroup Guoxin Microelectronics Co., Ltd. announced at Annual General Meeting of 2024 held on 13 May 2025, the shareholders approved cash dividend (tax included): CNY 2.10000000 per ten shares for the year 2024. Announcement • Apr 25
Unigroup Guoxin Microelectronics Co., Ltd. Proposes Final Cash Dividend for the Year 2024 Unigroup Guoxin Microelectronics Co., Ltd. proposed final cash dividend/10 shares (tax included) of CNY 2.10000000 for the year 2024. Announcement • Apr 24
Unigroup Guoxin Microelectronics Co., Ltd. (SZSE:002049) announces an Equity Buyback for CNY 200 million worth of its shares. Unigroup Guoxin Microelectronics Co., Ltd. (SZSE:002049) announces a share repurchase program. Under the program, the company will repurchase up to CNY 200 million worth of its A shares. The shares will be repurchased at a price not more than CNY 130.39 per share. The purpose of the program is to use repurchased shares for equity incentive or employee shareholding plan. The program will be valid for 12 months. Announcement • Apr 23
Unigroup Guoxin Microelectronics Co., Ltd., Annual General Meeting, May 13, 2025 Unigroup Guoxin Microelectronics Co., Ltd., Annual General Meeting, May 13, 2025, at 14:30 China Standard Time. Location: 16F, Tower B, No. 7, Zhichun Road, Haidian District, Beijing China Announcement • Mar 31
Unigroup Guoxin Microelectronics Co., Ltd. to Report Q1, 2025 Results on Apr 29, 2025 Unigroup Guoxin Microelectronics Co., Ltd. announced that they will report Q1, 2025 results on Apr 29, 2025 Announcement • Dec 31
Unigroup Guoxin Microelectronics Co., Ltd. to Report Fiscal Year 2024 Results on Apr 23, 2025 Unigroup Guoxin Microelectronics Co., Ltd. announced that they will report fiscal year 2024 results on Apr 23, 2025 Valuation Update With 7 Day Price Move • Nov 11
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to CN¥77.97, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 40x in the Semiconductor industry in China. Total loss to shareholders of 48% over the past three years. Reported Earnings • Oct 30
Third quarter 2024 earnings released: EPS: CN¥0.32 (vs CN¥0.76 in 3Q 2023) Third quarter 2024 results: EPS: CN¥0.32 (down from CN¥0.76 in 3Q 2023). Revenue: CN¥1.39b (down 27% from 3Q 2023). Net income: CN¥272.4m (down 57% from 3Q 2023). Profit margin: 20% (down from 34% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Semiconductor industry in China. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings. Announcement • Sep 30
Unigroup Guoxin Microelectronics Co., Ltd. to Report Q3, 2024 Results on Oct 30, 2024 Unigroup Guoxin Microelectronics Co., Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024 Valuation Update With 7 Day Price Move • Sep 26
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to CN¥53.39, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 26x in the Semiconductor industry in China. Total loss to shareholders of 63% over the past three years. Reported Earnings • Aug 23
Second quarter 2024 earnings released: EPS: CN¥0.51 (vs CN¥0.95 in 2Q 2023) Second quarter 2024 results: EPS: CN¥0.51 (down from CN¥0.95 in 2Q 2023). Revenue: CN¥1.73b (down 21% from 2Q 2023). Net income: CN¥430.8m (down 47% from 2Q 2023). Profit margin: 25% (down from 37% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Semiconductor industry in China. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 35% per year, which means it is significantly lagging earnings. Announcement • Jun 29
Unigroup Guoxin Microelectronics Co., Ltd. to Report First Half, 2024 Results on Aug 23, 2024 Unigroup Guoxin Microelectronics Co., Ltd. announced that they will report first half, 2024 results on Aug 23, 2024 Announcement • May 11
Unigroup Guoxin Microelectronics Co., Ltd. Approves Cash Dividend for the Year 2023 Unigroup Guoxin Microelectronics Co., Ltd. announced that at its AGM held on 9 May 2024, the shareholders approved 2023 profit distribution plan: cash dividend/10 shares (tax included) of CNY 6.80000000. Announcement • Apr 19
Unigroup Guoxin Microelectronics Co., Ltd., Annual General Meeting, May 09, 2024 Unigroup Guoxin Microelectronics Co., Ltd., Annual General Meeting, May 09, 2024, at 14:30 China Standard Time. Location: No. 7, Zhichun Road, Haidian District, Beijing China Reported Earnings • Apr 19
Full year 2023 earnings released: EPS: CN¥2.99 (vs CN¥3.10 in FY 2022) Full year 2023 results: EPS: CN¥2.99 (down from CN¥3.10 in FY 2022). Revenue: CN¥7.57b (up 6.3% from FY 2022). Net income: CN¥2.53b (down 3.8% from FY 2022). Profit margin: 34% (down from 37% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Semiconductor industry in China. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings. Announcement • Mar 30
Unigroup Guoxin Microelectronics Co., Ltd. to Report Q1, 2024 Results on Apr 26, 2024 Unigroup Guoxin Microelectronics Co., Ltd. announced that they will report Q1, 2024 results on Apr 26, 2024 Buy Or Sell Opportunity • Mar 07
Now 20% undervalued Over the last 90 days, the stock has risen 2.8% to CN¥69.79. The fair value is estimated to be CN¥87.68, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 31% over the last 3 years. Earnings per share has grown by 40%. Revenue is forecast to grow by 55% in 2 years. Earnings are forecast to grow by 79% in the next 2 years. Valuation Update With 7 Day Price Move • Feb 29
Investor sentiment improves as stock rises 22% After last week's 22% share price gain to CN¥71.59, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 30x in the Semiconductor industry in China. Total loss to shareholders of 11% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥89.35 per share. Announcement • Dec 29
Unigroup Guoxin Microelectronics Co., Ltd. to Report Fiscal Year 2023 Results on Apr 11, 2024 Unigroup Guoxin Microelectronics Co., Ltd. announced that they will report fiscal year 2023 results on Apr 11, 2024 Buying Opportunity • Dec 07
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 28%. The fair value is estimated to be CN¥85.41, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 31% over the last 3 years. Earnings per share has grown by 40%. Revenue is forecast to grow by 62% in 2 years. Earnings is forecast to grow by 84% in the next 2 years. Reported Earnings • Oct 31
Third quarter 2023 earnings released: EPS: CN¥0.76 (vs CN¥0.99 in 3Q 2022) Third quarter 2023 results: EPS: CN¥0.76 (down from CN¥0.99 in 3Q 2022). Revenue: CN¥1.91b (down 6.1% from 3Q 2022). Net income: CN¥638.8m (down 24% from 3Q 2022). Profit margin: 34% (down from 42% in 3Q 2022). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 25% growth forecast for the Semiconductor industry in China. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings. Announcement • Sep 30
Unigroup Guoxin Microelectronics Co., Ltd. to Report Q3, 2023 Results on Oct 28, 2023 Unigroup Guoxin Microelectronics Co., Ltd. announced that they will report Q3, 2023 results on Oct 28, 2023 Board Change • Sep 01
High number of new and inexperienced directors There are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. 4 experienced directors. No highly experienced directors. Employee Representative Supervisor Lifeng Shen 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 • Aug 24
Second quarter 2023 earnings released: EPS: CN¥0.95 (vs CN¥0.79 in 2Q 2022) Second quarter 2023 results: EPS: CN¥0.95 (up from CN¥0.79 in 2Q 2022). Revenue: CN¥2.19b (up 40% from 2Q 2022). Net income: CN¥808.4m (up 21% from 2Q 2022). Profit margin: 37% (down from 43% in 2Q 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 24% growth forecast for the Semiconductor industry in China. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has remained flat, which means it is significantly lagging earnings. Board Change • Aug 17
Less than half of directors are independent Following the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 2 non-independent directors. Independent Director Wenyu Huang was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Reported Earnings • Mar 30
Full year 2022 earnings released: EPS: CN¥3.10 (vs CN¥2.30 in FY 2021) Full year 2022 results: EPS: CN¥3.10 (up from CN¥2.30 in FY 2021). Revenue: CN¥7.12b (up 33% from FY 2021). Net income: CN¥2.63b (up 35% from FY 2021). Profit margin: 37% (in line with FY 2021). Revenue is forecast to grow 29% p.a. on average during the next 2 years, compared to a 26% growth forecast for the Semiconductor industry in China. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth. Board Change • Oct 31
High number of new directors Director Fan Xin was the last director to join the board, commencing their role in 2021. Reported Earnings • Oct 29
Third quarter 2022 earnings released: EPS: CN¥0.99 (vs CN¥0.69 in 3Q 2021) Third quarter 2022 results: EPS: CN¥0.99 (up from CN¥0.69 in 3Q 2021). Revenue: CN¥2.03b (up 36% from 3Q 2021). Net income: CN¥842.9m (up 45% from 3Q 2021). Profit margin: 42% (up from 39% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 32% p.a. on average during the next 3 years, compared to a 26% growth forecast for the Semiconductor industry in China. Over the last 3 years on average, earnings per share has increased by 61% per year whereas the company’s share price has increased by 65% per year. Reported Earnings • Aug 24
Second quarter 2022 earnings released: EPS: CN¥0.79 (vs CN¥0.65 in 2Q 2021) Second quarter 2022 results: EPS: CN¥0.79 (up from CN¥0.65 in 2Q 2021). Revenue: CN¥1.56b (up 17% from 2Q 2021). Net income: CN¥667.3m (up 21% from 2Q 2021). Profit margin: 43% (up from 41% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 51%, compared to a 49% growth forecast for the Semiconductor industry in China. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has increased by 68% per year, which means it is tracking significantly ahead of earnings growth. Board Change • Jun 02
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Director Fan Xin was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Valuation Update With 7 Day Price Move • May 02
Investor sentiment improved over the past week After last week's 15% share price gain to CN¥183, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 32x in the Semiconductor industry in China. Total returns to shareholders of 390% over the past three years. Reported Earnings • Apr 27
First quarter 2022 earnings released: EPS: CN¥0.87 (vs CN¥0.53 in 1Q 2021) First quarter 2022 results: EPS: CN¥0.87 (up from CN¥0.53 in 1Q 2021). Revenue: CN¥1.34b (up 41% from 1Q 2021). Net income: CN¥530.6m (up 64% from 1Q 2021). Profit margin: 40% (up from 34% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 46%, compared to a 44% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 62% per year whereas the company’s share price has increased by 58% per year. Reported Earnings • Apr 13
Full year 2021 earnings released: EPS: CN¥3.22 (vs CN¥1.33 in FY 2020) Full year 2021 results: EPS: CN¥3.22 (up from CN¥1.33 in FY 2020). Revenue: CN¥5.34b (up 63% from FY 2020). Net income: CN¥1.95b (up 142% from FY 2020). Profit margin: 37% (up from 25% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 44%, compared to a 45% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 60% per year whereas the company’s share price has increased by 58% per year. Valuation Update With 7 Day Price Move • Apr 12
Investor sentiment deteriorated over the past week After last week's 16% share price decline to CN¥174, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 35x in the Semiconductor industry in China. Total returns to shareholders of 280% over the past three years. Reported Earnings • Oct 26
Third quarter 2021 earnings released: EPS CN¥0.96 (vs CN¥0.47 in 3Q 2020) The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥1.50b (up 75% from 3Q 2020). Net income: CN¥581.8m (up 106% from 3Q 2020). Profit margin: 39% (up from 33% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has increased by 91% per year, which means it is tracking significantly ahead of earnings growth. Reported Earnings • Aug 26
Second quarter 2021 earnings released: EPS CN¥0.91 (vs CN¥0.35 in 2Q 2020) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥1.34b (up 64% from 2Q 2020). Net income: CN¥551.8m (up 161% from 2Q 2020). Profit margin: 41% (up from 26% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has increased by 73% per year, which means it is tracking significantly ahead of earnings growth. Reported Earnings • Apr 18
Full year 2020 earnings released: EPS CN¥1.34 (vs CN¥0.67 in FY 2019) The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: CN¥3.30b (down 3.8% from FY 2019). Net income: CN¥811.3m (up 100% from FY 2019). Profit margin: 25% (up from 12% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth. Is New 90 Day High Low • Mar 09
New 90-day low: CN¥104 The company is down 7.0% from its price of CN¥113 on 09 December 2020. The Chinese market is down 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is down 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥2.21 per share. Is New 90 Day High Low • Dec 24
New 90-day high: CN¥132 The company is up 14% from its price of CN¥115 on 25 September 2020. The Chinese market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥1.70 per share. Is New 90 Day High Low • Nov 14
New 90-day low: CN¥95.38 The company is down 31% from its price of CN¥138 on 14 August 2020. The Chinese market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is down 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥1.47 per share. Is New 90 Day High Low • Oct 22
New 90-day low: CN¥111 The company is down 5.0% from its price of CN¥117 on 24 July 2020. The Chinese market is down 1.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Semiconductor industry, which is down 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥1.51 per share.