Zijin Mining Group（2899）株式概要
紫金鉱業集団有限公司は、その子会社とともに鉱業会社であり、中国本土および海外で金、非鉄金属、その他の鉱物資源の探査、採掘、加工、精製、販売に従事している。 詳細
報酬
リスク分析
リスクチェックの結果、2899 、リスクは検出されなかった。
2899 Community Fair Values
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Analyst Price Targets
Top Community Narratives
HK$60.14
FV
41.2% 割安 内在価値ディスカウント11.15%
Revenue growth p.a.
26
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Zijin Mining Group Company Limited 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | CN¥35.38 |
| 52週高値 | CN¥46.98 |
| 52週安値 | CN¥17.20 |
| ベータ | 1.13 |
| 1ヶ月の変化 | -3.86% |
| 3ヶ月変化 | -21.20% |
| 1年変化 | 98.10% |
| 3年間の変化 | 234.40% |
| 5年間の変化 | 186.71% |
| IPOからの変化 | 9,211.04% |
最新ニュース
新しいナラティブ • May 17
Zijin Mining is a scaled, globally diversified mining platform
INVESTMENT COMMITTEE MEMO Zijin Mining Group Co., Ltd. ( 601899.SH / 2899.HK ) 1.
ナラティブの更新 • 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$52.54. This reflects updated assumptions for a higher discount rate, stronger projected revenue growth, a marginally softer profit margin, and a lower future P/E multiple.ナラティブの更新 • Apr 11
2899: Julong Phase Two Ramp Up And Buybacks Will Drive Further Upside
Analysts have moderately raised their HK$ 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).ナラティブの更新 • 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).Recent updates
新しいナラティブ • May 17
Zijin Mining is a scaled, globally diversified mining platform
INVESTMENT COMMITTEE MEMO Zijin Mining Group Co., Ltd. ( 601899.SH / 2899.HK ) 1.ナラティブの更新 • 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$52.54. This reflects updated assumptions for a higher discount rate, stronger projected revenue growth, a marginally softer profit margin, and a lower future P/E multiple.ナラティブの更新 • Apr 11
2899: Julong Phase Two Ramp Up And Buybacks Will Drive Further Upside
Analysts have moderately raised their HK$ 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).ナラティブの更新 • 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$50.56, reflecting updated assumptions for revenue growth, profit margin and future P/E multiples. What's in the News Board meeting scheduled for April 21, 2026 to review and approve the first quarter 2026 results and release them to the market (company announcement).ナラティブの更新 • Mar 12
2899: Julong Phase Two Ramp Up Will Underpin Strong Upside Potential
Analysts have trimmed their HK$ price target on Zijin Mining Group from HK$53.37 to HK$52.02, citing updated assumptions for discount rate, revenue growth, profit margin and future P/E that slightly adjust their view of the company’s valuation profile. What's in the News Phase 2 of the Julong Copper Mine was completed and put into production on 23 January 2026, increasing total mining and processing capacity to 350,000 tonnes per day and positioning Julong as the largest copper mine in China by production scale (Key Developments).ナラティブの更新 • Feb 25
2899: Julong Expansion And 2025 Profit Outlook Will Support Strong Upside Potential
Analysts have modestly lifted their HK$ 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.ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...ナラティブの更新 • 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%.
新しいナラティブ • 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.株主還元
| 2899 | HK Metals and Mining | HK 市場 | |
|---|---|---|---|
| 7D | 5.9% | -0.8% | -1.0% |
| 1Y | 98.1% | 81.5% | 11.7% |
業界別リターン: 2899過去 1 年間で81.5 % の収益を上げたHong Kong Metals and Mining業界を上回りました。
リターン対市場: 2899過去 1 年間で11.7 % の収益を上げたHong Kong市場を上回りました。
価格変動
| 2899 volatility | |
|---|---|
| 2899 Average Weekly Movement | 6.8% |
| Metals and Mining Industry Average Movement | 8.4% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in HK Market | 15.7% |
| 10% least volatile stocks in HK Market | 3.5% |
安定した株価: 2899 、 Hong Kong市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: 2899の 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1986 | 66,708 | Hongfu Lin | www.zjky.cn |
紫金鉱業集団有限公司（Zijin Mining Group Company Limited）は、子会社とともに鉱業会社で、中国本土および海外で金、非鉄金属、その他の鉱物資源の探査、採掘、加工、精製、販売に従事している。環境保護事業、貿易事業、その他事業を行っている。主に金地金、銅、金、亜鉛、リチウム、鉛、銀、モリブデン、鉄鉱石精鉱、コバルト、タングステン、硫酸・銅陰極、亜鉛地金、コバルト、スズ、石炭、リチウム、プラチナ、パラジウムを生産している。また、貿易・投資・資産管理活動、宝石・翡翠製品、銅陰極の貿易、金属・鉱石の卸売、冶金工学技術研究サービス、商品・技術の輸出入、鉱業技術の開発・コンサルティング・移転等、鉱山地質・技術サービス、輸出入代行サービスにも携わっている。さらに、除塵・補助装置、脱硫・脱硝技術プロジェクト、土壌修復、その他の製品の生産、大気汚染防止、工業廃水処理、ごみ処理、排ガス処理事業にも携わっている。前身は福建紫金鉱業有限公司で、2004年6月に紫金鉱業集団有限公司に社名変更した。紫金鉱業集団有限公司は1986年に設立され、本社は中華人民共和国の龍岩市にある。
Zijin Mining Group Company Limited 基礎のまとめ
| 2899 基礎統計学 | |
|---|---|
| 時価総額 | HK$987.61b |
| 収益（TTM） | HK$71.21b |
| 売上高(TTM) | HK$425.55b |
14.1x
PER（株価収益率2.4x
P/Sレシオ2899 は割高か？
公正価値と評価分析を参照収益と収入
| 2899 損益計算書（TTM） | |
|---|---|
| 収益 | CN¥368.65b |
| 売上原価 | CN¥254.21b |
| 売上総利益 | CN¥114.44b |
| その他の費用 | CN¥52.75b |
| 収益 | CN¥61.69b |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 2.34 |
| グロス・マージン | 31.04% |
| 純利益率 | 16.73% |
| 有利子負債／自己資本比率 | 67.6% |
2899 の長期的なパフォーマンスは？
過去の実績と比較を見る| Zijin Mining Group 配当日 | |
|---|---|
| 配当落ち日 | Jun 09 2026 |
| 配当支払日 | Jul 10 2026 |
| 配当落ちまでの日数 | 13 days |
| 配当支払日までの日数 | 44 days |
2899 配当は確実ですか？
2899 配当履歴とベンチマークを見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/26 17:06 |
| 終値 | 2026/05/26 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Zijin Mining Group Company Limited 17 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。34
| アナリスト | 機関 |
|---|---|
| Yanlin Zhao | BofA Global Research |
| Yanlin Zhao | BofA Global Research |
| Xiaohui Lau | CCB International Securities Limited |