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Companies 000783.SZ
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000783.SZ Shenzhen Stock Exchange Unclassified

Changjiang Securities Co Ltd

¥8,35
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CNY
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Mcap
46,2B CNY
P/E
14,3x
EV / Rev
12,1x
Div yield
3,15 %
Op margin
41,3 %
ROE
8,8 %
Net margin
32,0 %
Debt / equity
2,07
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

Changjiang Securities Co Ltd operates as a financial services firm within the Capital Markets industry, generating revenue through brokerage, investment banking, and asset management activities.

Business. Changjiang Securities Co Ltd operates as a financial services firm within the Capital Markets industry, generating revenue through brokerage, investment banking, and asset management activities.

Classification20 %
SectorUnclassified
Generated · model-assisted
Sell-side consensus
HOLD2 analysts
0 buy2 hold0 sell
Avg 12m price target8,58

Analyst recommendations

2 analysts · consensus Hold
Buy0
Hold2
Sell0
12-month price target
8,58
Consensus of sell-side coverage.
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
14,3x
P/E
Analysts
Hold
2 analysts · indicative
Ownership
not yet wired
Profitability
8,8 %
return on equity
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning 000783.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary+0,4 %+7,6 %−0,2 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to 000783.SZ. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    Changjiang Securities Co Ltd operates as a financial services firm within the Capital Markets industry, generating revenue through brokerage, investment banking, and asset management activities.

    Classification20 %
    SectorUnclassified
    AI synthesis
    GENERATED

    Changjiang Securities maintains a capital structure characterized by significant leverage, with a debt-to-equity ratio of 2.07. Total liabilities stand at CNY 164.3 billion against total equity of CNY 41.9 billion, resulting in a negative net cash position after subtracting total debt. The company holds CNY 86.8 billion in long-term debt. Liquidity is assessed as medium risk, supported by operating cash flow of CNY 1.96 billion and free cash flow of CNY 1.89 billion. The current ratio is not explicitly provided, but the high leverage indicates reliance on debt financing for operations and balance sheet expansion.

    Profitability metrics show a return on equity (ROE) of 8.82% and a return on assets (ROA) of 1.79%. The company generated net income of CNY 3.70 billion on revenue of CNY 11.54 billion, yielding a net margin of approximately 32%. Operating income was CNY 4.76 billion, indicating strong operational efficiency relative to revenue. Without cohort median data for direct comparison, these returns must be evaluated against general industry standards for capital markets firms, where ROE often fluctuates with market conditions. The price-to-earnings ratio of 14.26 and price-to-book ratio of 1.26 suggest the market values the company at a moderate premium to book value.

    Key takeaways
    • High leverage with a debt-to-equity ratio of 2.07 and negative net cash position.
    • Moderate profitability with an ROE of 8.82% and net margin of 32%.
    • Valuation multiples of P/E 14.26 and P/B 1.26 suggest moderate market pricing.
    • Low dilution risk but medium liquidity risk due to high debt levels.
    • Lack of segment and historical data limits detailed performance analysis.

    Bull / Bear case

    Generated · model-assisted
    BULL CASE · 3

    Net income surged 101.4% year-over-year to CNY 3.7 billion in FY2026, demonstrating exceptional profitability growth.

    Free cash flow turned positive with a 757.8% increase to CNY 1.9 billion, signaling improved cash generation.

    Analysts project 2.8% upside to a mean price target of CNY 8.58, suggesting modest valuation support.

    BEAR CASE · 5

    Debt-to-equity ratio of 2.07 places the company in the bottom quartile, indicating high financial leverage risk.

    The company faces a high credit risk flag, suggesting potential difficulties in meeting financial obligations.

    Cash conversion ratio of 0.53 is below the cohort median of 1.2, reflecting weaker cash generation efficiency.

    Return on assets of 1.79% remains low, indicating inefficient utilization of total assets for profit generation.

    Medium liquidity risk flags suggest potential challenges in meeting short-term financial obligations promptly.

    In focus — financials by report

    Quarterly
    Annual
    QUARTERLYFiled 2026-04-29
    Q1 2026 · Quarter highlights

    Revenue ¥3.37B; Operating income ¥1.91B.

    Revenue¥3.37B
    Operating income¥1.91B
    Net income¥1.49B
    Free cash flow
    EPS
    Operating cash flow¥13.48B
    Financials
    Income statement
    Revenue¥3.37B
    Gross profit
    Operating income¥1.91B
    Net income¥1.49B
    Margins
    Gross margin
    Operating margin56.6%
    Net margin44.1%
    FCF margin
    Balance sheet
    Total assets¥201.73B
    Total liabilities¥158.88B
    Total equity¥42.85B
    Cash & equivalents¥75.76B
    Long-term debt¥68.52B
    Cash flow
    Operating cash flow¥13.48B
    CapEx-¥17.1M
    Free cash flow
    SBC
    P&L flow · revenue → net income
    Revenue ¥3.37BOperating costs ¥1.46BTax ¥420.9MNet income ¥1.49B
    Highlights
    • Revenue ¥3.37B
    • Operating income ¥1.91B
    • Net margin 44.1%

    Valuation FY

    Market price
    ¥8,35
    Market cap
    ¥52.70B
    Enterprise value
    ¥139.48B
    P/E
    14.3x
    Non-GAAP P/E
    EV / Revenue
    12.1x
    EV / Op income
    29.3x
    EV / OCF
    71.2x
    P / B
    1.3x
    P / Tangible book
    1.3x
    Tangible book
    ¥41.91B
    Net cash
    -¥86.77B
    Current ratio
    Debt / equity
    2.1
    ROA
    1.8%
    ROE
    8.8%
    Cash conversion
    53.0%
    CapEx / revenue
    -1.4%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Brokerage & Execution
    low · llm_fanout_v2
    Brokerage Services
    low · llm_fanout_v2
    Securities Brokerage
    low · llm_fanout_v2
    Securities Lending
    low · llm_fanout_v2
    Securities-Backed Lending
    low · llm_fanout_v2

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Next quarternear-term
    Earnings · next quarterconf 45 %
    EPS
    Consensus EPS
    0,66
    Predicted surprise
    +0,00
    Beat probability
    45 %
    Analysts
    2
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    revision ratio 0,00 · as of 2026-05-17 · Earnings Surprise V1
    Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.
    Full fiscal year~1 year ahead
    Full fiscal year · our forecast vs guidance vs consensus
    MetricOur forecastGuidanceConsensus
    EPSno estimateno estimate0,66
    Revenueno estimateno estimate11,6B CNY
    Operating incomeno estimateno estimateno estimate
    Full-year consensus mean (period as reported by source) · consensus in CNY. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.
    Probabilistic model output — not investment advice. · generated 2026-08-04

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Consensus distribution

    sell-side coverage
    Recommendation distribution2 analysts
    Strong buy0
    Buy0
    Hold2
    Sell0
    Strong sell0
    12-month price target¥8,58 · Median ¥8,58
    Low ¥7,66High ¥9,50
    EPS surprise
    −4,4 %
    reported vs consensus · miss
    Revenue surprise
    −9,1 %
    reported vs consensus · miss

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    Low¥7,66
    Mean¥8,58
    Median¥8,58
    High¥9,50
    Spot¥8,35
    +2.8 %implied to mean12-month sell-side price targets · ▲ spot

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskMedium
    Filing-based flags
    • Net cash is negative after subtracting total debt.

    Benchmarks vs cohort

    Op Margin41,3 %Best in class
    Net Margin32,0 %Best in class
    ROE8,8 %Above median
    Capex / Rev-1,4 %Above P75
    D/E2,07Bottom quartile
    Cash Conv0,53Below median

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    • Reference data
    How metrics are computed
    • Price To Earnings
      market_price / (net_income / shares_outstanding_diluted)
    • Net Cash
      cash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
    • Enterprise Value
      market_cap - net_cash
    • Return On Assets
      net_income / total_assets
    • Market Price
      input from market-data provider (delayed close or quote-shim mid)
    • Market Cap
      market_price * shares_outstanding_diluted
    Source documents
    • Changjiang Securities Co Ltd Market data — financials · 2026-07-07

    Ownership & reference

    Leadership

    • Yuanrui LiuPresident, Director

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    000783.SZCanonical
    Shenzhen Stock Exchange · CNY

    Intel & risk

    PredictorBeat prob45 %Surprise+0,00Full forecast →
    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskMedium
    Net cash is negative after subtracting total debt.

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2026-04-29 17:53 UTCEARNINGSQuarterly results — Q1 2026 Revenue CNY 3.37B · Net CNY 1.49B
    2026-04-27 18:22 UTCEARNINGSQuarterly results — Q1 2026 Revenue CNY 2.06B · Net CNY 323.8M
    2026-04-27 18:22 UTCEARNINGSAnnual results — FY 2026 Revenue CNY 11.54B · Net CNY 3.70B
    2025-10-30 14:22 UTCEARNINGSQuarterly results — Q3 2025 Revenue CNY 3.78B · Net CNY 1.64B
    2025-01-24 16:35 UTCEARNINGSAnnual results — FY 2025 Revenue CNY 7.36B · Net CNY 1.83B
    2024-02-27 13:39 UTCEARNINGSAnnual results — FY 2024 Revenue CNY 7.44B · Net CNY 1.55B
    2023-04-28 16:54 UTCEARNINGSAnnual results — FY 2023 Revenue CNY 6.99B · Net CNY 1.51B
    2022-03-09 15:24 UTCEARNINGSAnnual results — FY 2022 Revenue CNY 9.40B · Net CNY 2.41B
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data · Reference data Premium coverage