Zijin Mining Group Company Limited

SEHK:2899 주식 리포트

시가총액: HK$941.8b

Zijin Mining Group 향후 성장

Future 기준 점검 4/6

Zijin Mining Group (는) 각각 연간 15% 및 11.2% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 14.5% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 29.3% 로 예상됩니다.

핵심 정보

15.0%

이익 성장률

14.54%

EPS 성장률

Metals and Mining 이익 성장20.5%
매출 성장률11.2%
향후 자기자본이익률29.31%
애널리스트 커버리지

Good

마지막 업데이트19 May 2026

최근 향후 성장 업데이트

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...

Recent updates

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%.
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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.

이익 및 매출 성장 예측

SEHK:2899 - 애널리스트 향후 추정치 및 과거 재무 데이터 (CNY Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
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

애널리스트 향후 성장 전망

수입 대 저축률: 2899 의 연간 예상 수익 증가율(15%)이 saving rate(3%)보다 높습니다.

수익 vs 시장: 2899 의 연간 수익(15%)이 Hong Kong 시장(12.7%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: 2899 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: 2899 의 수익(연간 11.2%)이 Hong Kong 시장(연간 8.7%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 매출: 2899 의 수익(연간 11.2%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: 2899의 자본 수익률은 3년 후 29.3%로 높을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

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기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/26 14:46
종가2026/05/26 00:00
수익2026/03/31
연간 수익2025/12/31

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.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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산업 및 섹터 지표

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분석가 소스

Zijin Mining Group Company Limited는 34명의 분석가가 다루고 있습니다. 이 중 17명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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