Zijin Mining Group (2899) Aperçu de l'action
Zijin Mining Group Company Limited, avec ses filiales, une société minière, s'engage dans l'exploration, l'exploitation minière, le traitement, le raffinage et la vente d'or, de métaux non ferreux et d'autres ressources minérales en Chine continentale et à l'étranger. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 5/6 |
| Croissance future | 4/6 |
| Performances passées | 6/6 |
| Santé financière | 6/6 |
| Dividendes | 0/6 |
Récompenses
Analyse des risques
Aucun risque n'a été détecté pour 2899 à partir de nos contrôles de risques.
2899 Community Fair Values
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Analyst Price Targets
Top Community Narratives
HK$60.14
FV
45.9% sous-évalué décote intrinsèque11.15%
Revenue growth p.a.
124
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Zijin Mining Group Company Limited Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | CN¥32.52 |
| Plus haut sur 52 semaines | CN¥46.98 |
| Plus bas sur 52 semaines | CN¥20.85 |
| Bêta | 1.03 |
| Variation sur 1 mois | 18.69% |
| Variation sur 3 mois | -8.86% |
| Variation sur 1 an | 55.23% |
| Variation sur 3 ans | 155.66% |
| Variation sur 5 ans | 194.03% |
| Évolution depuis l'introduction en bourse | 8,458.37% |
Nouvelles et mises à jour récentes
Mise à jour du récit • Jul 20
2899: Index Additions And Earnings Guidance Will Support Further Rerating
Analysts have trimmed their HK$ 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.Mise à jour du récit • 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).Mise à jour du récit • 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.Mise à jour du récit • 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$52.54, reflecting updated views on fair value, discount rate, revenue growth, profit margins and future P/E assumptions. What's in the News The board authorized a share repurchase program on March 20, 2026, allowing the company to buy back up to CNY 2.5 billion of A shares at CNY 41.5 per share using self-owned funds.Recent updates
Mise à jour du récit • Jul 20
2899: Index Additions And Earnings Guidance Will Support Further Rerating
Analysts have trimmed their HK$ 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.Mise à jour du récit • 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).Mise à jour du récit • 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.Mise à jour du récit • 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.
Mise à jour du récit • 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.
Nouveau récit • May 17
Zijin Mining is a scaled, globally diversified mining platform
INVESTMENT COMMITTEE MEMO Zijin Mining Group Co., Ltd. ( 601899.SH / 2899.HK ) 1.Mise à jour du récit • 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$52.54. This reflects updated assumptions for a higher discount rate, stronger projected revenue growth, a marginally softer profit margin, and a lower future P/E multiple.Mise à jour du récit • Apr 11
2899: Julong Phase Two Ramp Up And Buybacks Will Drive Further Upside
Analysts have moderately raised their HK$ 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).Mise à jour du récit • 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$50.56, reflecting updated assumptions for revenue growth, profit margin and future P/E multiples. What's in the News Board meeting scheduled for April 21, 2026 to review and approve the first quarter 2026 results and release them to the market (company announcement).Mise à jour du récit • Mar 12
2899: Julong Phase Two Ramp Up Will Underpin Strong Upside Potential
Analysts have trimmed their HK$ price target on Zijin Mining Group from HK$53.37 to HK$52.02, citing updated assumptions for discount rate, revenue growth, profit margin and future P/E that slightly adjust their view of the company’s valuation profile. What's in the News Phase 2 of the Julong Copper Mine was completed and put into production on 23 January 2026, increasing total mining and processing capacity to 350,000 tonnes per day and positioning Julong as the largest copper mine in China by production scale (Key Developments).Mise à jour du récit • Feb 25
2899: Julong Expansion And 2025 Profit Outlook Will Support Strong Upside Potential
Analysts have modestly lifted their HK$ 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.Mise à jour du récit • 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.Mise à jour du récit • 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).Mise à jour du récit • 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).Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Mise à jour du récit • 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%.
Nouveau récit • 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.Rendement pour les actionnaires
| 2899 | HK Metals and Mining | HK Marché | |
|---|---|---|---|
| 7D | -3.0% | -0.3% | 2.9% |
| 1Y | 55.2% | 19.7% | -1.2% |
Rendement vs Industrie: 2899 a dépassé le secteur Hong Kong Metals and Mining qui a rapporté 19.7 % au cours de l'année écoulée.
Rendement vs marché: 2899 a dépassé le marché Hong Kong qui a rapporté -1.2 % au cours de l'année écoulée.
Volatilité des prix
| 2899 volatility | |
|---|---|
| 2899 Average Weekly Movement | 7.5% |
| Metals and Mining Industry Average Movement | 9.3% |
| Market Average Movement | 7.7% |
| 10% most volatile stocks in HK Market | 16.3% |
| 10% least volatile stocks in HK Market | 3.7% |
Cours de l'action stable: 2899 n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché Hong Kong.
Volatilité au fil du temps: La volatilité hebdomadaire de 2899 ( 8% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1986 | 66,708 | Hongfu Lin | www.zjky.cn |
Zijin Mining Group Company Limited, avec ses filiales, est une société minière qui se consacre à l'exploration, à l'exploitation minière, au traitement, au raffinage et à la vente d'or, de métaux non ferreux et d'autres ressources minérales en Chine continentale et à l'étranger. Elle exerce ses activités dans les secteurs de la protection de l'environnement, du commerce et autres. La société produit principalement des lingots d'or, du cuivre, de l'or, du zinc, du lithium, du plomb, de l'argent et du molybdène, des concentrés de minerai de fer, du cobalt, du tungstène, de l'acide sulfurique et des cathodes de cuivre, des lingots de zinc, ainsi que du cobalt, de l'étain, du charbon, du lithium, du platine et du palladium.
Zijin Mining Group Company Limited Résumé des fondamentaux
| 2899 statistiques fondamentales | |
|---|---|
| Capitalisation boursière | HK$957.62b |
| Bénéfices(TTM) | HK$71.56b |
| Recettes(TTM) | HK$427.61b |
14.0x
Ratio P/E2.3x
Ratio P/SLe site 2899 est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| 2899 compte de résultat (TTM) | |
|---|---|
| Recettes | CN¥368.65b |
| Coût des recettes | CN¥254.21b |
| Marge brute | CN¥114.44b |
| Autres dépenses | CN¥52.75b |
| Les revenus | CN¥61.69b |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
Aug 21, 2026
| Résultat par action (EPS) | 2.34 |
| Marge brute | 31.04% |
| Marge bénéficiaire nette | 16.73% |
| Ratio dettes/capitaux propres | 67.6% |
Quelles ont été les performances à long terme de 2899?
Voir les performances historiques et les comparaisonsDividendes
1.2%
Rendement actuel des dividendes16%
Ratio de distributionLe site 2899 verse-t-il des dividendes fiables ?
Voir 2899 l'historique des dividendes et les indices de référence| Zijin Mining Group dates des dividendes | |
|---|---|
| Date ex-dividende | Jul 23 2026 |
| Date de paiement du dividende | Aug 21 2026 |
| Jours jusqu'au dividende Ex | 8 days |
| Jours jusqu'à la date de paiement du dividende | 21 days |
Le site 2899 verse-t-il des dividendes fiables ?
Voir 2899 l'historique des dividendes et les indices de référenceAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/07/30 16:23 |
| Cours de l'action en fin de journée | 2026/07/30 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Zijin Mining Group Company Limited est couverte par 33 analystes. 17 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Yanlin Zhao | BofA Global Research |
| Xiaohui Lau | CCB International Securities Limited |
| Hua Li | China Galaxy Securities Co., Ltd. |