Reported Earnings • 6h
Second quarter 2026 earnings released: EPS: CN¥0.16 (vs CN¥0.14 in 2Q 2025) Second quarter 2026 results: EPS: CN¥0.16 (up from CN¥0.14 in 2Q 2025). Revenue: CN¥519.7m (up 50% from 2Q 2025). Net income: CN¥59.1m (up 16% from 2Q 2025). Profit margin: 11% (down from 15% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 40% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Chemicals industry in China. Duyuru • Jun 30
Hubei Sinophorus Electronic Materials Co.,Ltd. to Report First Half, 2026 Results on Aug 18, 2026 Hubei Sinophorus Electronic Materials Co.,Ltd. announced that they will report first half, 2026 results on Aug 18, 2026 New Risk • May 11
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 10% 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 Share price has been highly volatile over the past 3 months (10% average weekly change). High level of non-cash earnings (23% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows. Major Estimate Revision • Apr 09
Consensus revenue estimates increase by 15% The consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from CN¥2.12b to CN¥2.44b. EPS estimate unchanged from CN¥1.42 at last update. Chemicals industry in China expected to see average net income growth of 50% next year. Consensus price target of CN¥69.00 unchanged from last update. Share price rose 8.7% to CN¥48.45 over the past week. Duyuru • Apr 02
Hubei Sinophorus Electronic Materials Co.,Ltd. announced that it expects to receive CNY 300 million in funding Hubei Sinophorus Electronic Materials Co.,Ltd. announced a private placement of A shares not more than 30% of total share capital at a price of not less than 80% of the average price in the 20 trading days before the pricing reference date for gross proceeds of not more than CNY 300,000,000 on March 31, 2026. The transaction will include participation from not more than 35 investors. The shares cannot be transferred within 6 months from the issuance closing date. The transaction has been approved at the 6th meeting of the 2nd directorate of the company. The transaction is subject to the approval at the company’s annual shareholders meeting of 2025. Reported Earnings • Mar 31
Full year 2025 earnings: EPS and revenues miss analyst expectations Full year 2025 results: EPS: CN¥0.59. Revenue: CN¥1.47b (up 30% from FY 2024). Net income: CN¥206.8m (up 30% from FY 2024). Profit margin: 14% (in line with FY 2024). Revenue missed analyst estimates by 9.8%. Earnings per share (EPS) also missed analyst estimates by 12%. Revenue is forecast to grow 32% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Chemicals industry in China. Duyuru • Mar 31
Hubei Sinophorus Electronic Materials Co.,Ltd., Annual General Meeting, Apr 23, 2026 Hubei Sinophorus Electronic Materials Co.,Ltd., Annual General Meeting, Apr 23, 2026, at 14:40 China Standard Time. Location: 34F, No. 188-9, Yanjiang Avenue, Wujiagang District, Yichang, Hubei China Duyuru • Mar 30
Hubei Sinophorus Electronic Materials Co.,Ltd. to Report Q1, 2026 Results on Apr 28, 2026 Hubei Sinophorus Electronic Materials Co.,Ltd. announced that they will report Q1, 2026 results on Apr 28, 2026 New Risk • Jan 31
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 9.6% 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 Share price has been highly volatile over the past 3 months (9.6% average weekly change). High level of non-cash earnings (22% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows. Buy Or Sell Opportunity • Jan 05
Now 20% overvalued Over the last 90 days, the stock has fallen 5.4% to CN¥39.04. The fair value is estimated to be CN¥32.43, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has declined by 5.5%. Revenue is forecast to grow by 96% in 2 years. Earnings are forecast to grow by 139% in the next 2 years. Duyuru • Dec 26
Hubei Sinophorus Electronic Materials Co.,Ltd. to Report Fiscal Year 2025 Results on Mar 31, 2026 Hubei Sinophorus Electronic Materials Co.,Ltd. announced that they will report fiscal year 2025 results on Mar 31, 2026 Buy Or Sell Opportunity • Dec 17
Now 20% overvalued after recent price rise Over the last 90 days, the stock has risen 18% to CN¥38.34. The fair value is estimated to be CN¥31.89, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has declined by 5.5%. Revenue is forecast to grow by 96% in 2 years. Earnings are forecast to grow by 139% in the next 2 years. Valuation Update With 7 Day Price Move • Dec 16
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to CN¥38.14, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 24x in the Chemicals industry in China. Buy Or Sell Opportunity • Nov 13
Now 20% overvalued after recent price rise Over the last 90 days, the stock has risen 12% to CN¥38.19. The fair value is estimated to be CN¥31.82, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has declined by 5.5%. Revenue is forecast to grow by 96% in 2 years. Earnings are forecast to grow by 139% in the next 2 years. Reported Earnings • Oct 25
Third quarter 2025 earnings released: EPS: CN¥0.17 (vs CN¥0.10 in 3Q 2024) Third quarter 2025 results: EPS: CN¥0.17 (up from CN¥0.10 in 3Q 2024). Revenue: CN¥390.5m (up 31% from 3Q 2024). Net income: CN¥61.0m (up 127% from 3Q 2024). Profit margin: 16% (up from 9.0% in 3Q 2024). 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 15% growth forecast for the Chemicals industry in China. Buy Or Sell Opportunity • Oct 21
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 30% to CN¥37.17. The fair value is estimated to be CN¥30.74, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last year. Earnings per share has grown by 7.1%. Revenue is forecast to grow by 94% in 2 years. Earnings are forecast to grow by 137% in the next 2 years. Duyuru • Sep 30
Hubei Sinophorus Electronic Materials Co.,Ltd. to Report Q3, 2025 Results on Oct 25, 2025 Hubei Sinophorus Electronic Materials Co.,Ltd. announced that they will report Q3, 2025 results on Oct 25, 2025 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 7.7% 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: Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.7% average weekly change). Buy Or Sell Opportunity • Sep 24
Now 28% overvalued after recent price rise Over the last 90 days, the stock has risen 49% to CN¥39.32. The fair value is estimated to be CN¥30.82, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last year. Earnings per share has grown by 7.1%. Revenue is forecast to grow by 94% in 2 years. Earnings are forecast to grow by 137% in the next 2 years. Reported Earnings • Aug 21
Second quarter 2025 earnings released Second quarter 2025 results: EPS: CN¥0.14. Net income: CN¥51.2m (up CN¥51.2m from 2Q 2024). Revenue is forecast to grow 30% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Chemicals industry in China. Duyuru • Jun 30
Hubei Sinophorus Electronic Materials Co.,Ltd. to Report First Half, 2025 Results on Aug 19, 2025 Hubei Sinophorus Electronic Materials Co.,Ltd. announced that they will report first half, 2025 results on Aug 19, 2025 Reported Earnings • May 02
First quarter 2025 earnings released First quarter 2025 results: EPS: CN¥0.16. Net income: CN¥53.3m (up CN¥53.3m from 1Q 2024). Duyuru • Apr 01
Hubei Sinophorus Electronic Materials Co.,Ltd., Annual General Meeting, Apr 24, 2025 Hubei Sinophorus Electronic Materials Co.,Ltd., Annual General Meeting, Apr 24, 2025, at 15:00 China Standard Time. Location: No. 188-9, Yanjiang Avenue, Wujiagang District, Yichang, Hubei China Duyuru • Mar 28
Hubei Sinophorus Electronic Materials Co.,Ltd. to Report Q1, 2025 Results on Apr 29, 2025 Hubei Sinophorus Electronic Materials Co.,Ltd. announced that they will report Q1, 2025 results on Apr 29, 2025 New Risk • Jan 31
New major risk - Revenue and earnings growth Revenue has declined by 2.0% over the past year. 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 revenues are declining, then it is difficult for the company to prevent its earnings from declining as well. A trend of falling revenue 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 Shares are highly illiquid. Revenue has declined by 2.0% over the past year. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (15% net profit margin). Board Change • Jan 22
Less than half of directors are independent There are 6 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 6 new directors. No experienced directors. No highly experienced directors. 1 independent director (2 non-independent directors). Employee Supervisor Na Tang is the most experienced director on the board, commencing their role in 2022. Independent Director Wenxi He was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors. 
