Zijin Mining Group (2899) 주식 개요
지진 마이닝 그룹 유한회사는 광업 회사인 자회사와 함께 중국 본토 및 국제적으로 금, 비철금속 및 기타 광물 자원의 탐사, 채굴, 가공, 정제 및 판매에 종사하고 있습니다. 자세히 보기
강점
위험 분석
우리의 위험 점검에서 2899에 대한 위험이 감지되지 않았습니다.
2899 Community Fair Values
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Analyst Price Targets
Top Community Narratives
HK$60.14
FV
50.9% 저평가 내재 할인율11.15%
Revenue growth p.a.
112
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Zijin Mining Group Company Limited 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | CN¥29.54 |
| 52주 최고가 | CN¥46.98 |
| 52주 최저가 | CN¥19.94 |
| 베타 | 1.03 |
| 1개월 변동 | -5.92% |
| 3개월 변동 | -21.64% |
| 1년 변동 | 44.45% |
| 3년 변동 | 130.78% |
| 5년 변동 | 177.63% |
| IPO 이후 변동 | 7,674.11% |
최근 뉴스 및 업데이트
내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.
내러티브 업데이트 • 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.Recent updates
내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.
새로운 내러티브 • May 17
Zijin Mining is a scaled, globally diversified mining platform
INVESTMENT COMMITTEE MEMO Zijin Mining Group Co., Ltd. ( 601899.SH / 2899.HK ) 1.내러티브 업데이트 • 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$52.54. This reflects updated assumptions for a higher discount rate, stronger projected revenue growth, a marginally softer profit margin, and a lower future P/E multiple.내러티브 업데이트 • Apr 11
2899: Julong Phase Two Ramp Up And Buybacks Will Drive Further Upside
Analysts have moderately raised their HK$ 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).내러티브 업데이트 • 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$50.56, reflecting updated assumptions for revenue growth, profit margin and future P/E multiples. What's in the News Board meeting scheduled for April 21, 2026 to review and approve the first quarter 2026 results and release them to the market (company announcement).내러티브 업데이트 • Mar 12
2899: Julong Phase Two Ramp Up Will Underpin Strong Upside Potential
Analysts have trimmed their HK$ price target on Zijin Mining Group from HK$53.37 to HK$52.02, citing updated assumptions for discount rate, revenue growth, profit margin and future P/E that slightly adjust their view of the company’s valuation profile. What's in the News Phase 2 of the Julong Copper Mine was completed and put into production on 23 January 2026, increasing total mining and processing capacity to 350,000 tonnes per day and positioning Julong as the largest copper mine in China by production scale (Key Developments).내러티브 업데이트 • Feb 25
2899: Julong Expansion And 2025 Profit Outlook Will Support Strong Upside Potential
Analysts have modestly lifted their HK$ 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...내러티브 업데이트 • 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%.
새로운 내러티브 • 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.주주 수익률
| 2899 | HK Metals and Mining | HK 시장 | |
|---|---|---|---|
| 7D | -5.3% | -3.6% | 1.3% |
| 1Y | 44.4% | 21.0% | -2.4% |
수익률 대 산업: 2899은 지난 1년 동안 21%의 수익을 기록한 Hong Kong Metals and Mining 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: 2899은 지난 1년 동안 -2.4%를 기록한 Hong Kong 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| 2899 volatility | |
|---|---|
| 2899 Average Weekly Movement | 7.1% |
| Metals and Mining Industry Average Movement | 8.5% |
| Market Average Movement | 7.5% |
| 10% most volatile stocks in HK Market | 16.4% |
| 10% least volatile stocks in HK Market | 3.6% |
안정적인 주가: 2899는 지난 3개월 동안 Hong Kong 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: 2899의 주간 변동성(7%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1986 | 66,708 | Hongfu Lin | www.zjky.cn |
지진 마이닝 그룹 유한회사는 광업 회사인 자회사와 함께 중국 본토 및 국제적으로 금, 비철금속 및 기타 광물 자원의 탐사, 채굴, 가공, 정제 및 판매에 종사하고 있습니다. 환경 보호, 무역 및 기타 부문을 통해 운영됩니다. 이 회사는 주로 금괴, 구리, 금, 아연, 리튬, 납, 은, 몰리브덴, 철광석 정광, 코발트, 텅스텐, 황산 및 구리 음극, 아연괴를 비롯하여 코발트, 주석, 석탄, 리튬, 백금, 팔라듐을 생산합니다.
Zijin Mining Group Company Limited 기초 지표 요약
| 2899 기초 통계 | |
|---|---|
| 시가총액 | HK$822.96b |
| 순이익 (TTM) | HK$71.33b |
| 매출 (TTM) | HK$426.28b |
11.7x
주가수익비율(P/E)2.0x
주가매출비율(P/S)2899는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| 2899 손익계산서 (TTM) | |
|---|---|
| 매출 | CN¥368.65b |
| 매출원가 | CN¥254.21b |
| 총이익 | CN¥114.44b |
| 기타 비용 | CN¥52.75b |
| 순이익 | CN¥61.69b |
최근 보고된 실적
Mar 31, 2026
다음 실적 발표일
Aug 21, 2026
| 주당순이익(EPS) | 2.34 |
| 총이익률 | 31.04% |
| 순이익률 | 16.73% |
| 부채/자본 비율 | 67.6% |
2899의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기| Zijin Mining Group 배당 일정 | |
|---|---|
| 배당락일 | Jul 23 2026 |
| 배당 지급일 | Aug 21 2026 |
| 배당락일까지 남은 일수 | 9 days |
| 배당 지급일까지 남은 일수 | 38 days |
2899는 안정적으로 배당을 지급합니까?
2899 배당 기록 및 벤치마크 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/07/13 03:38 |
| 종가 | 2026/07/13 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
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산업 및 섹터 지표
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분석가 소스
Zijin Mining Group Company Limited는 32명의 분석가가 다루고 있습니다. 이 중 17명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Yanlin Zhao | BofA Global Research |
| Xiaohui Lau | CCB International Securities Limited |
| Hua Li | China Galaxy Securities Co., Ltd. |