Zijin Mining Group Company Limited

SEHK:2899 株式レポート

時価総額：HK$876.5b

Zijin Mining Group 将来の成長

Future 基準チェック /46

Zijin Mining Group利益と収益がそれぞれ年間14.9%と11.2%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に29.2% 14.4%なると予測されています。

主要情報

14.9%

収益成長率

14.39%

EPS成長率

Metals and Mining 収益成長21.5%
収益成長率11.2%
将来の株主資本利益率29.19%
アナリストカバレッジ

Good

最終更新日11 Jun 2026

今後の成長に関する最新情報

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...

Recent updates

ナラティブの更新 • 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.
ナラティブの更新 • 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.
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%.
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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.

業績と収益の成長予測

SEHK:2899 - アナリストの将来予測と過去の財務データ ( )CNY Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/2028517,45096,356111,406149,57012
12/31/2027501,56789,83096,414130,32717
12/31/2026474,48280,92073,996115,40016
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

アナリストによる今後の成長予測

収入対貯蓄率: 2899の予測収益成長率 (年間14.9% ) は 貯蓄率 ( 3% ) を上回っています。

収益対市場: 2899の収益 ( 14.9% ) はHong Kong市場 ( 12.6% ) よりも速いペースで成長すると予測されています。

高成長収益: 2899の収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: 2899の収益 ( 11.2% ) Hong Kong市場 ( 8.7% ) よりも速いペースで成長すると予測されています。

高い収益成長: 2899の収益 ( 11.2% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: 2899の 自己資本利益率 は、3年後には高くなると予測されています ( 29.2 %)

成長企業の発掘

7D

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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2026/06/14 22:37
終値2026/06/12 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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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。

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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。32

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