Zijin Mining Group Company Limited

SEHK:2899 Lagerbericht

Marktkapitalisierung: HK$981.5b

Zijin Mining Group Vergangene Ertragsentwicklung

Vergangenheit Kriterienprüfungen 6/6

Zijin Mining Group verzeichnete einen durchschnittlichen jährlichen Gewinnzuwachs von 30.9%, während die Gewinne der Branche Metals and Mining jährlich um gewachsen und zwar um 14.6%. Die Umsätze verzeichneten einen durchschnittlichen jährlichen Gewinnzuwachs von gewachsen von 10.7%. Die Eigenkapitalrendite von Zijin Mining Group beträgt 28.6% und die Nettomargen betragen 16.7%.

Wichtige Informationen

30.95%

Wachstumsrate der Gewinne

30.34%

EPS-Wachstumsrate

Metals and Mining Wachstum der Industrie23.04%
Wachstumsrate der Einnahmen10.72%
Eigenkapitalrendite28.62%
Netto-Marge16.73%
Nächste Ertragsaktualisierung21 Aug 2026

Jüngste Aktualisierungen vergangener Leistungen

Recent updates

Narrative-Update Aug 03

2899: Index Additions And Dividend Payout Will Support Further Rerating

Analysts have slightly reduced their fair value estimate for Zijin Mining Group to HK$48.07 from HK$49.09, reflecting updated views on discount rate, revenue growth and profit margin assumptions, while keeping the future P/E expectation broadly similar. What's in the News Zijin Mining Group announced guidance for the first half of 2026, with estimated net profit attributable to owners of approximately RMB 39.1b and net profit after non recurring items of approximately RMB 37.9b, based on preliminary figures from the Finance Department.
Narrative-Update Jul 20

2899: Index Additions And Earnings Guidance Will Support Further Rerating

Analysts have trimmed their HK$ fair value estimate for Zijin Mining Group to about HK$49.09 from roughly HK$53.71, reflecting slightly adjusted views on discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News Zijin Mining Group issued earnings guidance for the first half of 2026, indicating an estimated net profit attributable to owners of about RMB 39.1b and estimated net profit after non recurring items of about RMB 37.9b, according to a company announcement.
Narrative-Update Jul 06

2899: Index Inclusions And Buybacks Will Support Further Rerating

Analysts have lifted their price target for Zijin Mining Group to HK$53.71 from HK$50.57, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E estimates. What’s in the News for Zijin Mining Group A board meeting is scheduled for August 21, 2026 to review and approve Zijin Mining Group’s 2026 interim results for the six months ended June 30, 2026, and to consider an interim dividend payment, if any (source: company board agenda).
Narrative-Update Jun 22

2899: Share Buybacks Will Support Further Rerating Over The Coming Years

Analysts have adjusted their price target for Zijin Mining Group to HK$50.57 from HK$54.16 as they update their assumptions around fair value, discount rates, revenue growth, profit margins and future P/E expectations. What’s in the News for Zijin Mining Group Between March 20, 2026 and March 31, 2026, Zijin Mining Group repurchased 53,030,092 shares, representing 0.2% of its share capital, for CNY 1,681.78 million under a buyback program announced on March 20, 2026.
Narrative-Update Jun 06

2899: Share Buybacks And Dividend Policy Will Support Further Rerating

Analysts have increased their price target for Zijin Mining Group to HK$54.16 from HK$52.54, reflecting updated views on fair value, discount rate, revenue growth, profit margins and future P/E assumptions. What's in the News The board authorized a share repurchase program on March 20, 2026, allowing the company to buy back up to CNY 2.5 billion of A shares at CNY 41.5 per share using self-owned funds.
Narrative-Update Jun 04

Zijin Mining is a scaled, globally diversified mining platform

Zijin Mining Group (HK: 2899 / SH: 601899) — Investment Thesis Update June 2026 | Updated from: Core Long-Term Position in Global Natural Resources / Energy Transition Thesis Status: Confirmed and Materially Strengthened The original thesis has not required revision — it has been validated by events. The primary near-term catalyst identified (the Zijin Gold International spin-off) has been executed with exceptional results, and the financial performance of the parent company has accelerated beyond original assumptions.
Neues Narrative May 17

Zijin Mining is a scaled, globally diversified mining platform

INVESTMENT COMMITTEE MEMO Zijin Mining Group Co., Ltd. ( 601899.SH / 2899.HK ) 1.
Narrative-Update Apr 28

2899: Share Buybacks And Dividend Policy Will Support Further Upside

Analysts have trimmed their fair value estimate for Zijin Mining Group slightly to about HK$52.54. This reflects updated assumptions for a higher discount rate, stronger projected revenue growth, a marginally softer profit margin, and a lower future P/E multiple.
Narrative-Update Apr 11

2899: Julong Phase Two Ramp Up And Buybacks Will Drive Further Upside

Analysts have moderately raised their HK$ price target for Zijin Mining Group, citing updated fair value estimates along with adjusted assumptions for discount rate, revenue growth, profit margin and future P/E multiple. What's in the News The board has authorized a share repurchase program of up to CNY 2.5 billion of A shares at CNY 41.5 per share, funded with self-owned cash, for employee stock ownership or share incentive plans, valid for 12 months (Key Developments).
Narrative-Update Mar 28

2899: Julong Phase Two Expansion And Buybacks Will Support Further Upside

Analysts have trimmed their 12 month price target for Zijin Mining Group from about HK$52.02 to roughly HK$50.56, reflecting updated assumptions for revenue growth, profit margin and future P/E multiples. What's in the News Board meeting scheduled for April 21, 2026 to review and approve the first quarter 2026 results and release them to the market (company announcement).
Narrative-Update Mar 12

2899: Julong Phase Two Ramp Up Will Underpin Strong Upside Potential

Analysts have trimmed their HK$ price target on Zijin Mining Group from HK$53.37 to HK$52.02, citing updated assumptions for discount rate, revenue growth, profit margin and future P/E that slightly adjust their view of the company’s valuation profile. What's in the News Phase 2 of the Julong Copper Mine was completed and put into production on 23 January 2026, increasing total mining and processing capacity to 350,000 tonnes per day and positioning Julong as the largest copper mine in China by production scale (Key Developments).
Narrative-Update Feb 25

2899: Julong Expansion And 2025 Profit Outlook Will Support Strong Upside Potential

Analysts have modestly lifted their HK$ fair value estimate for Zijin Mining Group from HK$48.88 to HK$53.37, reflecting slightly updated assumptions on revenue growth, profit margins and future P/E levels, while applying a similar discount rate. What's in the News Phase 2 of the Julong Copper Mine was completed and put into production on 23 January 2026, increasing total mining and processing capacity to 350 thousand tonnes per day.
Narrative-Update Feb 10

2899: Julong Phase 2 Ramp Up Will Support Stronger Long Term Outlook

Analysts have lifted their fair value estimate for Zijin Mining Group from ¥45.74 to ¥48.88, citing updated assumptions for revenue growth of 16.09%, a profit margin of 18.78% and a forward P/E of 15.74x under a slightly higher discount rate of 8.82%. What's in the News Phase 2 of the Julong Copper Mine was completed and started production on 23 January 2026.
Narrative-Update Jan 26

2899: Julong Expansion And Governance Changes Will Support Balanced Long Term Outlook

Analysts have raised their price target range for Zijin Mining Group to 38.37 to 45.74, reflecting updated fair value assumptions based on revised views of revenue, profit margins, and future P/E expectations. What's in the News Phase 2 of the Julong Copper Mine was completed and started production on 23 January 2026, lifting total mining and processing capacity to 350,000 tonnes per day and positioning Julong as the largest copper mine in China by production scale (Key Developments).
Narrative-Update Jan 12

2899: Governance Changes And Profit Outlook Will Support Balanced Long Term Upside

Analysts have reduced their fair value estimate for Zijin Mining Group to ¥38.37 from ¥39.68, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E that together indicate a slightly more conservative valuation profile. What's in the News Zijin Mining Group scheduled a board meeting on March 20, 2026 to approve 2025 annual results for the company and its subsidiaries and to consider recommending a final dividend, if any (company announcement).
Narrative-Update Dec 25

2899: Governance Reforms Will Support Long Term Upside Potential

Analysts have raised their price target on Zijin Mining Group by approximately CNY 2.22, reflecting slightly stronger expectations for revenue growth and a modest rerating of the companys future earnings multiple, while maintaining largely unchanged views on profitability and risk. What's in the News Extraordinary general meeting scheduled for December 31, 2025, to vote on proposed amendments to Zijin Mining Group's Articles of Association and related corporate governance changes (company filing) Special/Extraordinary Shareholders Meeting to be held on December 31, 2025, at Zijin headquarters in Fujian, China, to address key shareholder resolutions (company filing) Board meeting on November 28, 2025, to nominate candidates for the ninth term of the board of directors and consider appointing Mr. Chen Jinghe as lifetime honorary chairman (company filing) EGM 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 (company filing) October 17 and October 24, 2025, board meetings focused on approving third quarter 2025 results, reviewing exercise conditions and cancellations under the 2023 Share Option Incentive Scheme, and collecting director feedback on other corporate matters (company filing) Valuation Changes The fair value estimate has risen modestly from CNY 37.46 to CNY 39.68 per share, implying a slightly higher intrinsic valuation.
Narrative-Update Dec 11

2899: Lithium Project Ramp Will Drive Long Term Upside Potential

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.
Narrative-Update Nov 27

2899: Lithium And Molybdenum Project Ramps Will Drive Future Upside

Analysts have slightly reduced their fair value target for Zijin Mining Group from ¥37.84 to ¥37.22. They cite higher projected revenue growth and improved profit margins as key factors influencing this updated valuation.
Narrative-Update Nov 10

2899: Expansion Of Molybdenum And Lithium Operations Will Drive Future Upside

Zijin Mining Group Analyst Price Target Update Analysts have raised their fair value estimate for Zijin Mining Group from ¥37.11 to ¥37.84. They cited slight improvements in projected revenue growth and profit margins as key drivers for the upward revision.
Narrative-Update Oct 27

Expansion Into Lithium and Molybdenum Will Support Future Revenue and Profitability

Analysts have raised their price target for Zijin Mining Group from ¥32.03 to ¥37.11, citing strengthened revenue growth projections and improvements in profit margin forecasts. What's in the News Board meetings held in October 2025 addressed feedback from directors and approved the third quarterly results, exercise conditions for the 2023 Share Option Incentive Scheme, and other matters.
Narrative-Update Oct 13

Julong Copper Phase 2 And Lithium Extraction Will Expand Operations

Narrative Update: Zijin Mining Group Analyst Price Target Rises Analysts have raised their price target for Zijin Mining Group from ¥29.36 to ¥32.03. This change reflects increased expectations for revenue growth and improved fair value estimates.
Narrative-Update Sep 29

Julong Copper Phase 2 And Lithium Extraction Will Expand Operations

The consensus price target for Zijin Mining Group has been revised upward, driven primarily by higher forecast revenue growth and a notable increase in the expected future P/E multiple, resulting in a new target of HK$29.36. What's in the News Zijin Mining commenced production at the Tres Quebradas lithium project in Argentina, targeting 20,000 tpa LCE in Phase 1, with plans to expand capacity to 60,000–80,000 tpa; over USD 600 million invested to date, reflecting a major push into lithium.
Analyseartikel Sep 21

Is There An Opportunity With Zijin Mining Group Company Limited's (HKG:2899) 40% Undervaluation?

Key Insights Zijin Mining Group's estimated fair value is HK$48.67 based on 2 Stage Free Cash Flow to Equity Zijin...
Analyseartikel Sep 05

Earnings Not Telling The Story For Zijin Mining Group Company Limited (HKG:2899) After Shares Rise 27%

Despite an already strong run, Zijin Mining Group Company Limited ( HKG:2899 ) shares have been powering on, with a...
Analyseartikel Aug 29

Zijin Mining Group Company Limited Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

It's been a good week for Zijin Mining Group Company Limited ( HKG:2899 ) shareholders, because the company has just...
Narrative-Update Aug 28

Julong Copper Phase 2 And Lithium Extraction Will Expand Operations

The upward revision in Zijin Mining Group's price target is primarily driven by a significant increase in forecasted Future P/E alongside a modest improvement in expected revenue growth, resulting in a new fair value estimate of HK$26.26. What's in the News Zijin Mining Group estimates H1 2025 net profit attributable to owners at RMB 23.2 billion, up 54% year-over-year; net profit after non-recurring items is estimated at RMB 21.5 billion, up 40%.
User avatar
Neues Narrative Mar 30

Julong Copper Phase 2 And Lithium Extraction Will Expand Operations

Strategic focus on cost control, AI, and M&A activities aims to improve efficiency, expand resource base, and boost long-term revenue and profitability.

Aufschlüsselung der Einnahmen und Ausgaben

Wie Zijin Mining Group Geld verdient und ausgibt. Basierend auf den neuesten gemeldeten Einnahmen der letzten zwölf Monate.


Gewinn- und Umsatzhistorie

SEHK:2899 Einnahmen, Ausgaben und Erträge (CNY Millions)
DatumEinnahmenGewinnAllgemeine und VerwaltungskostenF&E-Ausgaben
31 Mar 26368,64861,69013,1621,751
31 Dec 25349,07951,77712,1521,715
30 Sep 25327,44345,54710,3071,590
30 Jun 25320,93440,2489,3541,624
31 Mar 25307,79235,9478,8451,584
31 Dec 24303,64032,0418,4361,582
30 Sep 24298,79229,3118,1961,589
30 Jun 24293,48625,9018,3481,542
31 Mar 24293,23521,9388,3971,565
31 Dec 23293,40321,1198,3761,567
30 Sep 23291,14619,5217,9671,562
30 Jun 23288,20517,6957,6421,522
31 Mar 23280,50319,3417,4261,382
31 Dec 22270,32920,0237,0681,232
30 Sep 22260,31820,7947,1701,070
30 Jun 22247,69721,4106,244897
31 Mar 22242,37119,0425,923817
31 Dec 21225,10215,4295,724771
30 Sep 21210,04312,9804,596709
30 Jun 21198,22210,4784,832648
31 Mar 21182,8427,7214,591600
31 Dec 20171,5016,2504,276583
30 Sep 20164,9045,8503,709569
30 Jun 20152,0424,8523,935593
31 Mar 20143,2184,4494,148537
31 Dec 19136,0984,2844,273476
30 Sep 19131,4493,7474,788382
30 Jun 19123,3793,4214,592278
31 Mar 19112,1733,8834,196283
31 Dec 18105,9944,0943,845274
30 Sep 18108,7444,6463,573228
30 Jun 18106,8394,5293,377295
31 Mar 1898,9553,5873,146290
31 Dec 1794,5493,5083,353247
30 Sep 1783,5372,6293,408193
30 Jun 1777,4852,8073,49483
31 Mar 1777,9112,7823,5260
31 Dec 1678,8511,8403,3590
30 Sep 1670,3971,3883,3630
30 Jun 1674,3618533,2340
31 Mar 1677,8051,3043,2200
31 Dec 1574,3041,6563,1430
30 Sep 1579,3582,0683,0870

Qualität der Erträge: 2899 hat hohe Qualitätseinkünfte.

Wachsende Gewinnspanne: 2899Die aktuellen Gewinnspannen (16.7%) sind höher als im letzten Jahr (11.7%).


Analyse von freiem Cashflow und Gewinn


Analyse des Gewinnwachstums in der Vergangenheit

Ergebnisentwicklung: 2899In den letzten 5 Jahren sind die Einnahmen von 30.9% pro Jahr erheblich gestiegen.

Beschleunigtes Wachstum: 2899Das Gewinnwachstum des Unternehmens im letzten Jahr (71.6%) übertrifft seinen 5-Jahres-Durchschnitt (30.9% pro Jahr).

Erträge im Vergleich zur Industrie: 2899 Das Gewinnwachstum im vergangenen Jahr (71.6%) übertraf das der Branche Metals and Mining 32.8% .


Eigenkapitalrendite

Hohe Eigenkapitalrendite: 2899Die Eigenkapitalrendite des Unternehmens (28.6%) wird als hoch angesehen.


Kapitalrendite


Rendite auf das eingesetzte Kapital


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Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/08/14 12:23
Aktienkurs zum Tagesende2026/08/14 00:00
Gewinne2026/03/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Zijin Mining Group Company Limited wird von 31 Analysten beobachtet. 16 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Yanlin ZhaoBofA Global Research
Xiaohui LauCCB International Securities Limited
Hua LiChina Galaxy Securities Co., Ltd.