Zijin Mining Group Company Limited

SEHK:2899 Rapport sur les actions

Capitalisation boursière : HK$941.8b

Zijin Mining Group Croissance future

Future contrôle des critères 4/6

Zijin Mining Group devrait augmenter ses bénéfices et son chiffre d'affaires de 15% et de 11.2% par an respectivement. Le BPA devrait croître de de 14.5% par an. Le rendement des capitaux propres devrait être 29.3% dans 3 ans.

Informations clés

15.0%

Taux de croissance des bénéfices

14.54%

Taux de croissance du BPA

Metals and Mining croissance des bénéfices20.5%
Taux de croissance des recettes11.2%
Rendement futur des capitaux propres29.31%
Couverture par les analystes

Good

Dernière mise à jour19 May 2026

Mises à jour récentes de la croissance future

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...

Recent updates

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%.
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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.

Prévisions de croissance des bénéfices et des revenus

SEHK:2899 - Estimations futures des analystes et données financières antérieures (CNY Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
12/31/2028516,65496,505111,406149,57012
12/31/2027501,35089,77896,414130,32717
12/31/2026473,87680,45373,996115,40016
3/31/2026368,64861,69059,01990,733N/A
12/31/2025349,07951,77744,44775,430N/A
9/30/2025327,44345,54742,72064,859N/A
6/30/2025320,93440,24834,44157,243N/A
3/31/2025307,79235,94729,60053,217N/A
12/31/2024303,64032,04124,06348,860N/A
9/30/2024298,79229,31118,25847,246N/A
6/30/2024293,48625,90111,34341,279N/A
3/31/2024293,23521,9385,06437,203N/A
12/31/2023293,40321,1196,43136,860N/A
9/30/2023291,14619,5212,68832,453N/A
6/30/2023288,20517,69575129,130N/A
3/31/2023280,50319,3414,84729,080N/A
12/31/2022270,32920,0233,88428,679N/A
9/30/2022260,31820,79410,41230,206N/A
6/30/2022247,69721,41010,97029,623N/A
3/31/2022242,37119,0426,85828,252N/A
12/31/2021225,10215,4295,92426,072N/A
9/30/2021210,04312,9801,85022,178N/A
6/30/2021198,22210,478-85819,818N/A
3/31/2021182,8427,7211,08817,191N/A
12/31/2020171,5016,25038214,268N/A
9/30/2020164,9045,85033014,513N/A
6/30/2020152,0424,85289212,734N/A
3/31/2020143,2184,449-40011,707N/A
12/31/2019136,0984,284N/A10,666N/A
9/30/2019131,4493,747N/A9,671N/A
6/30/2019123,3793,421N/A9,659N/A
3/31/2019112,1733,883N/A10,191N/A
12/31/2018105,9944,094N/A10,233N/A
9/30/2018108,7444,646N/A10,619N/A
6/30/2018106,8394,529N/A11,439N/A
3/31/201898,9553,587N/A10,076N/A
12/31/201794,5493,508N/A9,764N/A
9/30/201783,5372,629N/A9,057N/A
6/30/201777,4852,807N/A8,276N/A
3/31/201777,9112,782N/A9,175N/A
12/31/201678,8511,840N/A8,602N/A
9/30/201670,3971,388N/A10,181N/A
6/30/201674,361853N/A10,050N/A
3/31/201677,8051,304N/A9,319N/A
12/31/201574,3041,656N/A10,269N/A
9/30/201579,3582,068N/A8,885N/A
6/30/201573,6072,577N/A8,408N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de 2899 ( 15% par an) est supérieure au taux d'épargne ( 3% ).

Bénéfices vs marché: Les bénéfices de 2899 ( 15% par an) devraient croître plus rapidement que le marché Hong Kong ( 12.7% par an).

Croissance élevée des bénéfices: Les bénéfices de 2899 devraient augmenter, mais pas de manière significative.

Chiffre d'affaires vs marché: Le chiffre d'affaires de 2899 ( 11.2% par an) devrait croître plus rapidement que le marché Hong Kong ( 8.7% par an).

Croissance élevée des revenus: Le chiffre d'affaires de 2899 ( 11.2% par an) devrait croître plus lentement que 20% par an.

Prévisions de croissance du bénéfice par action

Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de 2899 devrait être élevé dans 3 ans ( 29.3 %)

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Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/26 15:41
Cours de l'action en fin de journée2026/05/26 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

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.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* 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 expliquant comment 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 34 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.

AnalysteInstitution
Yanlin ZhaoBofA Global Research
Yanlin ZhaoBofA Global Research
Xiaohui LauCCB International Securities Limited