Update shared on 11 Dec 2025
Fair value Increased 0.64%Analysts have slightly raised their price target on Zijin Mining Group to reflect modestly stronger long term revenue growth expectations and a marginally higher valuation multiple, lifting fair value from RMB 37.22 to RMB 37.46 per share, despite a small downward tweak to forecast profit margins.
What's in the News
- Start of production at the Tres Quebradas lithium project in Catamarca, Argentina, positioning Zijin as a growing player in the global battery supply chain, with Phase 1 targeting 20,000 tonnes per annum of lithium carbonate equivalent and a planned expansion to 60,000 to 80,000 tonnes per annum across both phases (Lithium Royalty Corp. press release).
- An extraordinary general meeting on November 28, 2025 approved amendments to the Articles of Association, including changes to registered capital and the abolishment of the Supervisory Committee, aligning governance with updated CSRC and stock exchange rules.
- A board meeting on November 28, 2025 nominated candidates for both independent and non independent directors for the ninth term of the Board and considered appointing Mr. Chen Jinghe as lifetime honorary chairman.
- A board meeting on October 17, 2025 approved third quarter 2025 results, assessed the satisfaction of exercise conditions for the first exercise period of the 2023 share option incentive scheme and canceled certain share options.
- A special or extraordinary shareholders meeting is scheduled for December 31, 2025, where investors are expected to vote on recent governance and capital structure proposals.
Valuation Changes
- Fair Value per Share has risen slightly, moving from RMB 37.22 to about RMB 37.46, reflecting a modest uplift in long term expectations.
- Discount Rate has edged higher, increasing from roughly 8.80 percent to about 8.87 percent, implying a marginally higher required return.
- Revenue Growth has been revised up slightly, from around 11.32 percent to about 11.49 percent per annum, indicating a modestly stronger top line outlook.
- Net Profit Margin has been trimmed marginally, easing from roughly 16.07 percent to about 16.03 percent, pointing to slightly higher cost or mix assumptions.
- Future P/E has inched up, rising from about 16.32x to roughly 16.37x, suggesting a small increase in the valuation multiple applied to forecast earnings.
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