Announcement • Jul 28
Puya Semiconductor (Shanghai) Co., Ltd. (SHSE:688766) announces an Equity Buyback for 5,495,200 shares, for CNY 50 million. Puya Semiconductor (Shanghai) Co., Ltd. (SHSE:688766) announces a share repurchase program. Under the program, the company will repurchase up to CNY 50 million worth of its shares. The shares will be repurchased at a price of not more than CNY 909.88 per share. The repurchased shares will be used to safeguard the company's value and shareholders' interests. The repurchase program will be funded from own funds or self-raised funds. The program will be valid for a period of 3 months. New Risk • Jul 08
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 0.5% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (15% average weekly change). Earnings are forecast to decline by an average of 0.5% per year for the foreseeable future. Announcement • Jun 30
Puya Semiconductor (Shanghai) Co., Ltd. to Report First Half, 2026 Results on Aug 19, 2026 Puya Semiconductor (Shanghai) Co., Ltd. announced that they will report first half, 2026 results on Aug 19, 2026 Declared Dividend • May 25
Dividend of CN¥0.12 announced Shareholders will receive a dividend of CN¥0.12. Ex-date: 26th May 2026 Payment date: 26th May 2026 Dividend yield will be 0.03%, which is lower than the industry average of 1.7%. Payout Ratios Payout ratio: 4%. Cash payout ratio: 6%. Board Change • May 20
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. 6 experienced directors. No highly experienced directors. 2 independent directors (3 non-independent directors). Independent Director Shoulei Jiang was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Announcement • Mar 30
Puya Semiconductor (Shanghai) Co., Ltd. to Report Q1, 2026 Results on Apr 29, 2026 Puya Semiconductor (Shanghai) Co., Ltd. announced that they will report Q1, 2026 results on Apr 29, 2026 Announcement • Mar 20
Puya Semiconductor (Shanghai) Co., Ltd., Annual General Meeting, Apr 13, 2026 Puya Semiconductor (Shanghai) Co., Ltd., Annual General Meeting, Apr 13, 2026, at 14:00 China Standard Time. Location: 1F, Building 8, Lane 20, Yindong Road, Pudong New Area, Shanghai China Announcement • Dec 26
Puya Semiconductor (Shanghai) Co., Ltd. to Report Fiscal Year 2025 Results on Mar 21, 2026 Puya Semiconductor (Shanghai) Co., Ltd. announced that they will report fiscal year 2025 results on Mar 21, 2026 Announcement • Dec 10
Puya Semiconductor (Shanghai) Co., Ltd. announced a financing transaction Puya Semiconductor (Shanghai) Co., Ltd announced a private placement to issue common shares to no more than 35 investors on December 8, 2025. The shares cannot be transferred within 6 months from the issuance closing date. The transaction has been approved by the The National Defense Science and Industry Bureau and the 24th Meeting of the Company’s 2nd Directorate. The transaction is subject to 1. The Second Approval of the Company’s Directorate, the Company’s Shareholders’ Approval, the Shanghai Stock Exchange’s Approval, the CSRC’s Approval, and other Necessary Approvals. Announcement • Sep 30
Puya Semiconductor (Shanghai) Co., Ltd. to Report Q3, 2025 Results on Oct 31, 2025 Puya Semiconductor (Shanghai) Co., Ltd. announced that they will report Q3, 2025 results on Oct 31, 2025 Announcement • Jun 30
Puya Semiconductor (Shanghai) Co., Ltd. to Report First Half, 2025 Results on Aug 22, 2025 Puya Semiconductor (Shanghai) Co., Ltd. announced that they will report first half, 2025 results on Aug 22, 2025 Announcement • Mar 31
Puya Semiconductor (Shanghai) Co., Ltd., Annual General Meeting, Apr 22, 2025 Puya Semiconductor (Shanghai) Co., Ltd., Annual General Meeting, Apr 22, 2025, at 14:00 China Standard Time. Location: The Company's Meeting Room, Shanghai China Announcement • Mar 28
Puya Semiconductor (Shanghai) Co., Ltd. to Report Q1, 2025 Results on Apr 29, 2025 Puya Semiconductor (Shanghai) Co., Ltd. announced that they will report Q1, 2025 results on Apr 29, 2025 Announcement • Dec 27
Puya Semiconductor (Shanghai) Co., Ltd. to Report Fiscal Year 2024 Results on Mar 31, 2025 Puya Semiconductor (Shanghai) Co., Ltd. announced that they will report fiscal year 2024 results on Mar 31, 2025 Valuation Update With 7 Day Price Move • Oct 15
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to CN¥82.22, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 32x in the Semiconductor industry in China. Total returns to shareholders of 7.0% over the past year. Announcement • Sep 30
Puya Semiconductor (Shanghai) Co., Ltd. to Report Q3, 2024 Results on Oct 26, 2024 Puya Semiconductor (Shanghai) Co., Ltd. announced that they will report Q3, 2024 results on Oct 26, 2024 Valuation Update With 7 Day Price Move • Sep 27
Investor sentiment improves as stock rises 22% After last week's 22% share price gain to CN¥69.70, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 27x in the Semiconductor industry in China. Total returns to shareholders of 1.4% over the past year. New Risk • Sep 06
New major risk - Earnings quality The company has a high level of non-cash earnings. Accrual ratio: 26% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. This is currently the only risk that has been identified for the company. New Risk • Jul 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 7.2% 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: Minor Risks Share price has been volatile over the past 3 months (7.2% average weekly change). Large one-off items impacting financial results. Announcement • Jun 29
Puya Semiconductor (Shanghai) Co., Ltd. to Report First Half, 2024 Results on Aug 28, 2024 Puya Semiconductor (Shanghai) Co., Ltd. announced that they will report first half, 2024 results on Aug 28, 2024 Reported Earnings • Apr 18
Full year 2023 earnings released: CN¥0.64 loss per share (vs CN¥1.10 profit in FY 2022) Full year 2023 results: CN¥0.64 loss per share (down from CN¥1.10 profit in FY 2022). Revenue: CN¥1.13b (up 22% from FY 2022). Net loss: CN¥48.3m (down 158% from profit in FY 2022). Revenue is forecast to grow 26% p.a. on average during the next 2 years, compared to a 23% growth forecast for the Semiconductor industry in China. Announcement • Apr 16
Puya Semiconductor (Shanghai) Co., Ltd., Annual General Meeting, May 06, 2024 Puya Semiconductor (Shanghai) Co., Ltd., Annual General Meeting, May 06, 2024, at 14:00 China Standard Time. Location: The Company's Meeting Room, Shanghai China Announcement • Mar 30
Puya Semiconductor (Shanghai) Co., Ltd. to Report Q1, 2024 Results on Apr 29, 2024 Puya Semiconductor (Shanghai) Co., Ltd. announced that they will report Q1, 2024 results on Apr 29, 2024 Reported Earnings • Feb 27
Full year 2023 earnings released: CN¥0.69 loss per share (vs CN¥1.10 profit in FY 2022) Full year 2023 results: CN¥0.69 loss per share (down from CN¥1.10 profit in FY 2022). Revenue: CN¥1.13b (up 22% from FY 2022). Net loss: CN¥52.1m (down 163% from profit in FY 2022). Revenue is forecast to grow 26% p.a. on average during the next 2 years, compared to a 24% growth forecast for the Semiconductor industry in China. Reported Earnings • Oct 26
Third quarter 2023 earnings released: CN¥0.31 loss per share (vs CN¥0.46 profit in 3Q 2022) Third quarter 2023 results: CN¥0.31 loss per share (down from CN¥0.46 profit in 3Q 2022). Revenue: CN¥298.6m (up 54% from 3Q 2022). Net loss: CN¥23.3m (down 167% from profit in 3Q 2022). Revenue is forecast to grow 31% p.a. on average during the next 3 years, compared to a 25% growth forecast for the Semiconductor industry in China. Reported Earnings • Aug 24
Second quarter 2023 earnings released Second quarter 2023 results: Revenue: CN¥264.6m (down 23% from 2Q 2022). Net loss: CN¥50.1m (down 181% from profit in 2Q 2022). Revenue is forecast to grow 33% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Semiconductor industry in China. Reported Earnings • Apr 08
Full year 2022 earnings released: EPS: CN¥1.64 (vs CN¥6.89 in FY 2021) Full year 2022 results: EPS: CN¥1.64 (down from CN¥6.89 in FY 2021). Revenue: CN¥924.8m (down 16% from FY 2021). Net income: CN¥83.1m (down 71% from FY 2021). Profit margin: 9.0% (down from 26% in FY 2021). Revenue is forecast to grow 51% p.a. on average during the next 2 years, compared to a 26% growth forecast for the Semiconductor industry in China. Board Change • Mar 15
No independent directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. No highly experienced directors. No independent directors (3 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment. 
