Zijin Mining Group Performance degli utili passati
Criteri Il passato verificati 6/6
Zijin Mining Group ha registrato una crescita degli utili a un tasso medio annuo di 30.9%, mentre il settore Metals and Mining ha registrato utili in crescita a un tasso medio annuo di 14.6%. I ricavi sono stati in crescita a un tasso medio annuo di 10.7%. Il ritorno sul capitale proprio di Zijin Mining Group è 28.6% e ha margini netti di 16.7%.
Informazioni chiave
30.95%
Tasso di crescita degli utili
30.34%
Tasso di crescita dell'EPS
| Metals and Mining Crescita del settore | 23.04% |
| Tasso di crescita dei ricavi | 10.72% |
| Rendimento del capitale proprio | 28.62% |
| Margine netto | 16.73% |
| Prossimo aggiornamento sugli utili | 21 Aug 2026 |
Aggiornamenti sulle prestazioni recenti
Recent updates
Aggiornamento narrativa • 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$49.09, reflecting updated views on discount rate, revenue growth and profit margin assumptions, while keeping the future P/E expectation broadly similar. What's in the News Zijin Mining Group announced guidance for the first half of 2026, with estimated net profit attributable to owners of approximately RMB 39.1b and net profit after non recurring items of approximately RMB 37.9b, based on preliminary figures from the Finance Department.Aggiornamento narrativa • Jul 20
2899: Index Additions And Earnings Guidance Will Support Further Rerating
Analysts have trimmed their HK$ 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.Aggiornamento narrativa • 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).Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Nuova narrativa • May 17
Zijin Mining is a scaled, globally diversified mining platform
INVESTMENT COMMITTEE MEMO Zijin Mining Group Co., Ltd. ( 601899.SH / 2899.HK ) 1.Aggiornamento narrativa • 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$52.54. This reflects updated assumptions for a higher discount rate, stronger projected revenue growth, a marginally softer profit margin, and a lower future P/E multiple.Aggiornamento narrativa • Apr 11
2899: Julong Phase Two Ramp Up And Buybacks Will Drive Further Upside
Analysts have moderately raised their HK$ 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).Aggiornamento narrativa • 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$50.56, reflecting updated assumptions for revenue growth, profit margin and future P/E multiples. What's in the News Board meeting scheduled for April 21, 2026 to review and approve the first quarter 2026 results and release them to the market (company announcement).Aggiornamento narrativa • Mar 12
2899: Julong Phase Two Ramp Up Will Underpin Strong Upside Potential
Analysts have trimmed their HK$ price target on Zijin Mining Group from HK$53.37 to HK$52.02, citing updated assumptions for discount rate, revenue growth, profit margin and future P/E that slightly adjust their view of the company’s valuation profile. What's in the News Phase 2 of the Julong Copper Mine was completed and put into production on 23 January 2026, increasing total mining and processing capacity to 350,000 tonnes per day and positioning Julong as the largest copper mine in China by production scale (Key Developments).Aggiornamento narrativa • Feb 25
2899: Julong Expansion And 2025 Profit Outlook Will Support Strong Upside Potential
Analysts have modestly lifted their HK$ 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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).Aggiornamento narrativa • 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).Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Aggiornamento narrativa • 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%.
Nuova narrativa • 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.Ripartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come Zijin Mining Group guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 31 Mar 26 | 368,648 | 61,690 | 13,162 | 1,751 |
| 31 Dec 25 | 349,079 | 51,777 | 12,152 | 1,715 |
| 30 Sep 25 | 327,443 | 45,547 | 10,307 | 1,590 |
| 30 Jun 25 | 320,934 | 40,248 | 9,354 | 1,624 |
| 31 Mar 25 | 307,792 | 35,947 | 8,845 | 1,584 |
| 31 Dec 24 | 303,640 | 32,041 | 8,436 | 1,582 |
| 30 Sep 24 | 298,792 | 29,311 | 8,196 | 1,589 |
| 30 Jun 24 | 293,486 | 25,901 | 8,348 | 1,542 |
| 31 Mar 24 | 293,235 | 21,938 | 8,397 | 1,565 |
| 31 Dec 23 | 293,403 | 21,119 | 8,376 | 1,567 |
| 30 Sep 23 | 291,146 | 19,521 | 7,967 | 1,562 |
| 30 Jun 23 | 288,205 | 17,695 | 7,642 | 1,522 |
| 31 Mar 23 | 280,503 | 19,341 | 7,426 | 1,382 |
| 31 Dec 22 | 270,329 | 20,023 | 7,068 | 1,232 |
| 30 Sep 22 | 260,318 | 20,794 | 7,170 | 1,070 |
| 30 Jun 22 | 247,697 | 21,410 | 6,244 | 897 |
| 31 Mar 22 | 242,371 | 19,042 | 5,923 | 817 |
| 31 Dec 21 | 225,102 | 15,429 | 5,724 | 771 |
| 30 Sep 21 | 210,043 | 12,980 | 4,596 | 709 |
| 30 Jun 21 | 198,222 | 10,478 | 4,832 | 648 |
| 31 Mar 21 | 182,842 | 7,721 | 4,591 | 600 |
| 31 Dec 20 | 171,501 | 6,250 | 4,276 | 583 |
| 30 Sep 20 | 164,904 | 5,850 | 3,709 | 569 |
| 30 Jun 20 | 152,042 | 4,852 | 3,935 | 593 |
| 31 Mar 20 | 143,218 | 4,449 | 4,148 | 537 |
| 31 Dec 19 | 136,098 | 4,284 | 4,273 | 476 |
| 30 Sep 19 | 131,449 | 3,747 | 4,788 | 382 |
| 30 Jun 19 | 123,379 | 3,421 | 4,592 | 278 |
| 31 Mar 19 | 112,173 | 3,883 | 4,196 | 283 |
| 31 Dec 18 | 105,994 | 4,094 | 3,845 | 274 |
| 30 Sep 18 | 108,744 | 4,646 | 3,573 | 228 |
| 30 Jun 18 | 106,839 | 4,529 | 3,377 | 295 |
| 31 Mar 18 | 98,955 | 3,587 | 3,146 | 290 |
| 31 Dec 17 | 94,549 | 3,508 | 3,353 | 247 |
| 30 Sep 17 | 83,537 | 2,629 | 3,408 | 193 |
| 30 Jun 17 | 77,485 | 2,807 | 3,494 | 83 |
| 31 Mar 17 | 77,911 | 2,782 | 3,526 | 0 |
| 31 Dec 16 | 78,851 | 1,840 | 3,359 | 0 |
| 30 Sep 16 | 70,397 | 1,388 | 3,363 | 0 |
| 30 Jun 16 | 74,361 | 853 | 3,234 | 0 |
| 31 Mar 16 | 77,805 | 1,304 | 3,220 | 0 |
| 31 Dec 15 | 74,304 | 1,656 | 3,143 | 0 |
| 30 Sep 15 | 79,358 | 2,068 | 3,087 | 0 |
Guadagni di qualità: 2899 ha guadagni di alta qualità.
Margine di profitto in crescita: Gli attuali margini di profitto netti di 2899 (16.7%) 2899 sono più alti rispetto allo scorso anno (11.7%).
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: Gli utili di 2899 sono cresciuti in modo significativo del 30.9% all'anno negli ultimi 5 anni.
Accelerare la crescita: La crescita degli utili di 2899 nell'ultimo anno ( 71.6% ) supera la media quinquennale ( 30.9% all'anno).
Guadagni vs Settore: La crescita degli utili 2899 nell'ultimo anno ( 71.6% ) ha superato la percentuale del settore Metals and Mining 32.8%.
Rendimento del capitale proprio
ROE elevato: Il Return on Equity ( 28.6% ) di 2899 è considerato alto.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/08/09 17:48 |
| Prezzo dell'azione a fine giornata | 2026/08/07 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Zijin Mining Group Company Limited è coperta da 33 analisti. 16 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Yanlin Zhao | BofA Global Research |
| Xiaohui Lau | CCB International Securities Limited |
| Hua Li | China Galaxy Securities Co., Ltd. |