Valuation Update With 7 Day Price Move • 16h
Investor sentiment deteriorates as stock falls 20% After last week's 20% share price decline to CN¥36.00, the stock trades at a trailing P/E ratio of 47.1x. Average trailing P/E is 72x in the Electronic industry in China. Total returns to shareholders of 415% over the past three years. Valuation Update With 7 Day Price Move • May 26
Investor sentiment improves as stock rises 23% After last week's 23% share price gain to CN¥29.06, the stock trades at a trailing P/E ratio of 38x. Average trailing P/E is 77x in the Electronic industry in China. Total returns to shareholders of 330% over the past three years. Valuation Update With 7 Day Price Move • May 07
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to CN¥23.60, the stock trades at a trailing P/E ratio of 53.3x. Average trailing P/E is 71x in the Electronic industry in China. Total returns to shareholders of 280% over the past three years. New Risk • Apr 27
New major risk - Revenue and earnings growth Earnings have declined by 13% per year over the past 5 years. 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 declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. 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 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). Earnings have declined by 13% per year over the past 5 years. High level of non-cash earnings (34% accrual ratio). Announcement • Apr 24
Nanjing Sunlord Electronics Corporation Ltd., Annual General Meeting, May 18, 2026 Nanjing Sunlord Electronics Corporation Ltd., Annual General Meeting, May 18, 2026, at 14:30 China Standard Time. Location: 6F, C3, No. 4, Yupan West Street, Yuhuatai District, Nanjing, Jiangsu China Reported Earnings • Apr 24
Full year 2025 earnings released: EPS: CN¥0.44 (vs CN¥0.11 in FY 2024) Full year 2025 results: EPS: CN¥0.44 (up from CN¥0.11 in FY 2024). Revenue: CN¥8.55b (up 31% from FY 2024). Net income: CN¥302.9m (up 328% from FY 2024). Profit margin: 3.5% (up from 1.1% in FY 2024). Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Mar 31
Nanjing Sunlord Electronics Corporation Ltd. to Report Q1, 2026 Results on Apr 24, 2026 Nanjing Sunlord Electronics Corporation Ltd. announced that they will report Q1, 2026 results on Apr 24, 2026 New Risk • Jan 29
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 8.1% 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 Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings have declined by 24% per year over the past 5 years. High level of non-cash earnings (45% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (8.1% average weekly change). Valuation Update With 7 Day Price Move • Jan 29
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to CN¥16.96, the stock trades at a trailing P/E ratio of 73x. Average trailing P/E is 61x in the Electronic industry in China. Total returns to shareholders of 145% over the past three years. Announcement • Dec 31
Nanjing Sunlord Electronics Corporation Ltd. to Report Fiscal Year 2025 Results on Apr 24, 2026 Nanjing Sunlord Electronics Corporation Ltd. announced that they will report fiscal year 2025 results on Apr 24, 2026 Valuation Update With 7 Day Price Move • Nov 19
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to CN¥13.18, the stock trades at a trailing P/E ratio of 56.8x. Average trailing P/E is 54x in the Electronic industry in China. Total returns to shareholders of 95% over the past three years. Reported Earnings • Oct 29
Third quarter 2025 earnings released: EPS: CN¥0.078 (vs CN¥0.025 in 3Q 2024) Third quarter 2025 results: EPS: CN¥0.078 (up from CN¥0.025 in 3Q 2024). Revenue: CN¥2.25b (up 27% from 3Q 2024). Net income: CN¥56.5m (up 235% from 3Q 2024). Profit margin: 2.5% (up from 0.9% in 3Q 2024). The increase in margin was driven by higher revenue. 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 26% per year, which means it is well ahead of earnings. Announcement • Sep 30
Nanjing Sunlord Electronics Corporation Ltd. to Report Q3, 2025 Results on Oct 28, 2025 Nanjing Sunlord Electronics Corporation Ltd. announced that they will report Q3, 2025 results on Oct 28, 2025 Announcement • Jul 02
Nanjing Sunlord Electronics Corporation Ltd. to Report First Half, 2025 Results on Aug 27, 2025 Nanjing Sunlord Electronics Corporation Ltd. announced that they will report first half, 2025 results on Aug 27, 2025 Announcement • Jun 05
Nanjing Sunlord Electronics Corporation Ltd. (SZSE:300975) agreed to acquire an unknown minority stake in Guangzhou Ligong Technology Co., Ltd. from Guangzhou Chengxiang Investment Co., Ltd., Zhuhai Deying Investment Partnership Enterprise (Limited Partnership), Zhuhai Liyuan Investment Partnership Enterprise (Limited Partnership), Zhuhai Zhongka Investment Partnership Enterprise (Limited Partnership), Chen Zhihong and Zhou Ligong. Nanjing Sunlord Electronics Corporation Ltd. (SZSE:300975) agreed to acquire an unknown minority stake in Guangzhou Ligong Technology Co., Ltd. from Guangzhou Chengxiang Investment Co., Ltd., Zhuhai Deying Investment Partnership Enterprise (Limited Partnership), Zhuhai Liyuan Investment Partnership Enterprise (Limited Partnership), Zhuhai Zhongka Investment Partnership Enterprise (Limited Partnership), Chen Zhihong and Zhou Ligong on June 4, 2025. New Risk • May 30
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 8.6% 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 Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings have declined by 36% per year over the past 5 years. High level of non-cash earnings (38% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (8.6% average weekly change). Declared Dividend • May 19
Dividend increased to CN¥0.012 Dividend of CN¥0.012 is 9.1% higher than last year. Ex-date: 22nd May 2025 Payment date: 22nd May 2025 Dividend yield will be 0.1%, which is lower than the industry average of 1.8%. Announcement • Apr 22
Nanjing Sunlord Electronics Corporation Ltd. Proposes Final Cash Dividend for 2024 Nanjing Sunlord Electronics Corporation Ltd. announced on 21 April 2025 the profit distribution proposal for 2024 as follows: Cash dividend/10 shares (tax included): CNY0.12000000. Announcement • Apr 21
Nanjing Sunlord Electronics Corporation Ltd., Annual General Meeting, May 12, 2025 Nanjing Sunlord Electronics Corporation Ltd., Annual General Meeting, May 12, 2025, at 14:30 China Standard Time. Location: The Company's Meeting Room, Nanjing, Jiangsu China New Risk • Apr 07
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 8.3% 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 Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings have declined by 28% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (8.3% average weekly change). Large one-off items impacting financial results. Announcement • Mar 31
Nanjing Sunlord Electronics Corporation Ltd. to Report Q1, 2025 Results on Apr 24, 2025 Nanjing Sunlord Electronics Corporation Ltd. announced that they will report Q1, 2025 results on Apr 24, 2025 Announcement • Dec 31
Nanjing Sunlord Electronics Corporation Ltd. to Report Fiscal Year 2024 Results on Apr 21, 2025 Nanjing Sunlord Electronics Corporation Ltd. announced that they will report fiscal year 2024 results on Apr 21, 2025 Board Change • Dec 09
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. 2 experienced directors. 4 highly experienced directors. 1 independent director (2 non-independent directors). Non-Independent Director Chao Liu 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 • Oct 25
Third quarter 2024 earnings released: EPS: CN¥0.025 (vs CN¥0.014 in 3Q 2023) Third quarter 2024 results: EPS: CN¥0.025 (up from CN¥0.014 in 3Q 2023). Revenue: CN¥1.78b (up 29% from 3Q 2023). Net income: CN¥16.9m (up 90% from 3Q 2023). Profit margin: 0.9% (up from 0.6% in 3Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 69 percentage points per year, which is a significant difference in performance. Announcement • Sep 30
Nanjing Sunlord Electronics Corporation Ltd. to Report Q3, 2024 Results on Oct 25, 2024 Nanjing Sunlord Electronics Corporation Ltd. announced that they will report Q3, 2024 results on Oct 25, 2024 Reported Earnings • Aug 28
Second quarter 2024 earnings released: EPS: CN¥0.022 (vs CN¥0.006 in 2Q 2023) Second quarter 2024 results: EPS: CN¥0.022 (up from CN¥0.006 in 2Q 2023). Revenue: CN¥1.53b (up 12% from 2Q 2023). Net income: CN¥14.5m (up 268% from 2Q 2023). Profit margin: 0.9% (up from 0.3% in 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings. Announcement • Jun 29
Nanjing Sunlord Electronics Corporation Ltd. to Report First Half, 2024 Results on Aug 28, 2024 Nanjing Sunlord Electronics Corporation Ltd. announced that they will report first half, 2024 results on Aug 28, 2024 Reported Earnings • Apr 27
First quarter 2024 earnings released: EPS: CN¥0.035 (vs CN¥0.032 in 1Q 2023) First quarter 2024 results: EPS: CN¥0.035 (up from CN¥0.032 in 1Q 2023). Revenue: CN¥1.35b (up 5.9% from 1Q 2023). Net income: CN¥22.1m (up 9.4% from 1Q 2023). Profit margin: 1.6% (in line with 1Q 2023). Over the last 3 years on average, earnings per share has fallen by 53% 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. New Risk • Apr 03
New minor risk - Shareholder dilution The company's shareholders have been diluted in the past year. Increase in shares outstanding: 5.4% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.3x net interest cover). Share price has been highly volatile over the past 3 months (15% average weekly change). Earnings have declined by 21% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.9% net profit margin). Shareholders have been diluted in the past year (5.4% increase in shares outstanding). Reported Earnings • Mar 31
Full year 2023 earnings released: EPS: CN¥0.054 (vs CN¥0.21 in FY 2022) Full year 2023 results: EPS: CN¥0.054 (down from CN¥0.21 in FY 2022). Revenue: CN¥5.10b (down 9.5% from FY 2022). Net income: CN¥34.0m (down 74% from FY 2022). Profit margin: 0.7% (down from 2.3% in FY 2022). Valuation Update With 7 Day Price Move • Feb 05
Investor sentiment deteriorates as stock falls 23% After last week's 23% share price decline to CN¥5.33, the stock trades at a trailing P/E ratio of 70.8x. Average trailing P/E is 32x in the Electronic industry in China. Total loss to shareholders of 25% over the past year. Announcement • Dec 29
Nanjing Sunlord Electronics Corporation Ltd. to Report Fiscal Year 2023 Results on Mar 30, 2024 Nanjing Sunlord Electronics Corporation Ltd. announced that they will report fiscal year 2023 results on Mar 30, 2024 Reported Earnings • Oct 26
Third quarter 2023 earnings released: EPS: CN¥0.014 (vs CN¥0.041 in 3Q 2022) Third quarter 2023 results: EPS: CN¥0.014 (down from CN¥0.041 in 3Q 2022). Revenue: CN¥1.38b (down 7.4% from 3Q 2022). Net income: CN¥8.89m (down 66% from 3Q 2022). Profit margin: 0.6% (down from 1.8% in 3Q 2022). Valuation Update With 7 Day Price Move • Oct 19
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to CN¥8.09, the stock trades at a trailing P/E ratio of 78.8x. Average trailing P/E is 40x in the Electronic industry in China. Total returns to shareholders of 20% over the past year. Reported Earnings • Aug 31
Second quarter 2023 earnings released: EPS: CN¥0.006 (vs CN¥0.035 in 2Q 2022) Second quarter 2023 results: EPS: CN¥0.006 (down from CN¥0.035 in 2Q 2022). Revenue: CN¥1.37b (down 12% from 2Q 2022). Net income: CN¥3.94m (down 82% from 2Q 2022). Profit margin: 0.3% (down from 1.4% in 2Q 2022). New Risk • Jul 14
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 8.5% 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 Risks Debt is not well covered by operating cash flow (4.5% operating cash flow to total debt). Earnings have declined by 13% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (8.5% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.5% net profit margin). Valuation Update With 7 Day Price Move • Jul 13
Investor sentiment improves as stock rises 24% After last week's 24% share price gain to CN¥9.50, the stock trades at a trailing P/E ratio of 72.4x. Average trailing P/E is 47x in the Electronic industry in China. Total returns to shareholders of 14% over the past year. Announcement • May 19
Nanjing Sunlord Electronics Corporation Ltd. Approves Cash Dividend for 2022 Nanjing Sunlord Electronics Corporation Ltd. at its AGM held on May 15, 2023, approved cash dividend of CNY 0.22000000 per 10 shares (tax included) for 2022. Reported Earnings • Apr 24
First quarter 2023 earnings released: EPS: CN¥0.032 (vs CN¥0.11 in 1Q 2022) First quarter 2023 results: EPS: CN¥0.032 (down from CN¥0.11 in 1Q 2022). Revenue: CN¥1.28b (down 4.7% from 1Q 2022). Net income: CN¥20.2m (down 71% from 1Q 2022). Profit margin: 1.6% (down from 5.2% in 1Q 2022). Board Change • Nov 16
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. 2 experienced directors. No highly experienced directors. Member of the Non-Employee Supervisory Hanwen Sha is the most experienced director on the board, commencing their role in 2021. 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¥0.041 (vs CN¥0.098 in 3Q 2021) Third quarter 2022 results: EPS: CN¥0.041 (down from CN¥0.098 in 3Q 2021). Revenue: CN¥1.49b (down 3.6% from 3Q 2021). Net income: CN¥26.1m (down 57% from 3Q 2021). Profit margin: 1.8% (down from 4.0% in 3Q 2021). The decrease in margin was driven by lower revenue. Reported Earnings • Aug 29
Second quarter 2022 earnings released: EPS: CN¥0.035 (vs CN¥0.12 in 2Q 2021) Second quarter 2022 results: EPS: CN¥0.035 (down from CN¥0.12 in 2Q 2021). Revenue: CN¥1.55b (up 22% from 2Q 2021). Net income: CN¥22.0m (down 69% from 2Q 2021). Profit margin: 1.4% (down from 5.5% in 2Q 2021). The decrease in margin was driven by higher expenses. Announcement • May 21
Nanjing Sunlord Electronics Corporation Ltd. Announces Implementation of 2021 Final Cash Dividend, Payable on 27 May 2022 Nanjing Sunlord Electronics Corporation Ltd. announced 2021 final profit distribution plan to be implemented (A shares) as cash dividend (tax included) of CNY 0.36000000 per ten shares. The record date is 26 May 2022, ex- date is 27 May 2022, and payment date is 27 May 2022. Announcement • May 19
Nanjing Sunlord Electronics Corporation Ltd. Approves Profit Distribution Plan for 2021 Nanjing Sunlord Electronics Corporation Ltd. announced that at the Annual General Meeting held on 16 May 2022, approved cash dividend (tax included) of CNY 0.36000000 per ten shares for the year 2021. Board Change • Apr 28
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. 2 experienced directors. No highly experienced directors. Member of the Non-Employee Supervisory Hanwen Sha is the most experienced director on the board, commencing their role in 2021. 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 • Apr 27
First quarter 2022 earnings released: EPS: CN¥0.17 (vs CN¥0.15 in 1Q 2021) First quarter 2022 results: EPS: CN¥0.17 (up from CN¥0.15 in 1Q 2021). Revenue: CN¥1.34b (up 29% from 1Q 2021). Net income: CN¥69.9m (up 25% from 1Q 2021). Profit margin: 5.2% (down from 5.4% in 1Q 2021). The decrease in margin was driven by higher expenses. Board Change • Apr 27
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. 2 experienced directors. No highly experienced directors. Member of the Non-Employee Supervisory Hanwen Sha is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors. Announcement • Apr 26
Nanjing Sunlord Electronics Corporation Ltd. Proposes Final Dividend for 2021 Nanjing Sunlord Electronics Corporation Ltd. announced on 25 April 2022 the profit distribution proposal for 2021. For the Period the Company announced final Cash dividend/10 shares (tax included): CNY 0.36000000. Valuation Update With 7 Day Price Move • Jan 25
Investor sentiment deteriorated over the past week After last week's 16% share price decline to CN¥15.78, the stock trades at a trailing P/E ratio of 29.8x. Average trailing P/E is 42x in the Electronic industry in China. Valuation Update With 7 Day Price Move • Nov 24
Investor sentiment improved over the past week After last week's 20% share price gain to CN¥22.32, the stock trades at a trailing P/E ratio of 42.2x. Average trailing P/E is 41x in the Electronic industry in China. Reported Earnings • Oct 28
Third quarter 2021 earnings released: EPS CN¥0.15 (vs CN¥0.087 in 3Q 2020) The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥1.55b (up 73% from 3Q 2020). Net income: CN¥61.5m (up 91% from 3Q 2020). Profit margin: 4.0% (up from 3.6% in 3Q 2020). The increase in margin was driven by higher revenue. Announcement • May 21
Nanjing Sunlord Electronics Corporation Ltd. Approves Final Dividend for 2020 Nanjing Sunlord Electronics Corporation Ltd. approved final dividend of CNY 0.3600000 per 10 shares for 2020.