Zijin Mining Group (2899) Hisse Özeti
Bir madencilik şirketi olan Zijin Mining Group Company Limited, bağlı ortaklıklarıyla birlikte Çin Anakarası'nda ve uluslararası alanda altın, demir dışı metaller ve diğer maden kaynaklarının aranması, çıkarılması, işlenmesi, rafine edilmesi ve satışı ile ilgilenmektedir. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 4/6 |
| Gelecekteki Büyüme | 4/6 |
| Geçmiş Performans | 6/6 |
| Finansal Sağlık | 6/6 |
| Temettüler | 0/6 |
Ödüller
Risk Analizi
Risk kontrollerimizden 2899 için herhangi bir risk tespit edilmedi.
2899 Community Fair Values
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Analyst Price Targets
Top Community Narratives
HK$60.14
FV
37.5% değerinin altında içsel indirim11.15%
Revenue growth p.a.
134
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Zijin Mining Group Company Limited Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | CN¥37.56 |
| 52 Haftanın En Yüksek Seviyesi | CN¥46.98 |
| 52 Haftanın En Düşük Seviyesi | CN¥22.42 |
| Beta | 1.01 |
| 1 Aylık Değişim | 25.20% |
| 3 Aylık Değişim | -2.29% |
| 1 Yıllık Değişim | 64.30% |
| 3 Yıllık Değişim | 201.93% |
| 5 Yıllık Değişim | 215.10% |
| Halka arzdan bu yana değişim | 9,784.76% |
Son Haberler & Güncellemeler
Anlatı Güncellemesi • 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$49.09, reflecting updated views on discount rate, revenue growth and profit margin assumptions, while keeping the future P/E expectation broadly similar. What's in the News Zijin Mining Group announced guidance for the first half of 2026, with estimated net profit attributable to owners of approximately RMB 39.1b and net profit after non recurring items of approximately RMB 37.9b, based on preliminary figures from the Finance Department.Anlatı Güncellemesi • Jul 20
2899: Index Additions And Earnings Guidance Will Support Further Rerating
Analysts have trimmed their HK$ 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.Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Recent updates
Anlatı Güncellemesi • 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$49.09, reflecting updated views on discount rate, revenue growth and profit margin assumptions, while keeping the future P/E expectation broadly similar. What's in the News Zijin Mining Group announced guidance for the first half of 2026, with estimated net profit attributable to owners of approximately RMB 39.1b and net profit after non recurring items of approximately RMB 37.9b, based on preliminary figures from the Finance Department.Anlatı Güncellemesi • Jul 20
2899: Index Additions And Earnings Guidance Will Support Further Rerating
Analysts have trimmed their HK$ 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.Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Yeni Anlatı • May 17
Zijin Mining is a scaled, globally diversified mining platform
INVESTMENT COMMITTEE MEMO Zijin Mining Group Co., Ltd. ( 601899.SH / 2899.HK ) 1.Anlatı Güncellemesi • 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$52.54. This reflects updated assumptions for a higher discount rate, stronger projected revenue growth, a marginally softer profit margin, and a lower future P/E multiple.Anlatı Güncellemesi • Apr 11
2899: Julong Phase Two Ramp Up And Buybacks Will Drive Further Upside
Analysts have moderately raised their HK$ 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).Anlatı Güncellemesi • 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$50.56, reflecting updated assumptions for revenue growth, profit margin and future P/E multiples. What's in the News Board meeting scheduled for April 21, 2026 to review and approve the first quarter 2026 results and release them to the market (company announcement).Anlatı Güncellemesi • Mar 12
2899: Julong Phase Two Ramp Up Will Underpin Strong Upside Potential
Analysts have trimmed their HK$ price target on Zijin Mining Group from HK$53.37 to HK$52.02, citing updated assumptions for discount rate, revenue growth, profit margin and future P/E that slightly adjust their view of the company’s valuation profile. What's in the News Phase 2 of the Julong Copper Mine was completed and put into production on 23 January 2026, increasing total mining and processing capacity to 350,000 tonnes per day and positioning Julong as the largest copper mine in China by production scale (Key Developments).Anlatı Güncellemesi • Feb 25
2899: Julong Expansion And 2025 Profit Outlook Will Support Strong Upside Potential
Analysts have modestly lifted their HK$ 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Anlatı Güncellemesi • 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%.
Yeni Anlatı • 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.Hissedar Getirileri
| 2899 | HK Metals and Mining | HK Pazar | |
|---|---|---|---|
| 7D | 14.1% | 12.7% | -0.08% |
| 1Y | 64.3% | 26.6% | -1.5% |
Getiri vs. Endüstri: 2899 geçen yıl % 26.6 oranında getiri sağlayan Hong Kong Metals and Mining sektörünü aştı.
Getiri vs Piyasa: 2899 geçen yıl % -1.5 oranında getiri sağlayan Hong Kong Piyasasını aştı.
Fiyat Oynaklığı
| 2899 volatility | |
|---|---|
| 2899 Average Weekly Movement | 7.5% |
| Metals and Mining Industry Average Movement | 9.3% |
| Market Average Movement | 7.8% |
| 10% most volatile stocks in HK Market | 15.9% |
| 10% least volatile stocks in HK Market | 3.7% |
İstikrarlı Hisse Senedi Fiyatı: 2899 son 3 ayda Hong Kong piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: 2899 'nin haftalık oynaklığı ( 8% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 1986 | 66,708 | Hongfu Lin | www.zjky.cn |
Bir madencilik şirketi olan Zijin Mining Group Company Limited, bağlı ortaklıkları ile birlikte Çin Anakarası'nda ve uluslararası alanda altın, demir dışı metaller ve diğer maden kaynaklarının araştırılması, madenciliği, işlenmesi, rafine edilmesi ve satışı ile ilgilenmektedir. Çevre Koruma, Ticaret ve Diğer segmentleri aracılığıyla faaliyet göstermektedir. Şirket başlıca külçe altın; bakır, altın, çinko, lityum, kurşun, gümüş ve molibden; demir cevheri konsantresi, kobalt, tungsten ve sülfürik asit ve bakır katotları ve külçe çinkonun yanı sıra kobalt, kalay, kömür, lityum, platin ve paladyum üretmektedir.
Zijin Mining Group Company Limited Temel Bilgiler Özeti
| 2899 temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | HK$1.07t |
| Kazançlar(TTM) | HK$71.75b |
| Gelir(TTM) | HK$428.79b |
15.2x
F/K Oranı2.5x
P/S Oranı2899 aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| 2899 gelir tablosu (TTM) | |
|---|---|
| Gelir | CN¥368.65b |
| Gelir Maliyeti | CN¥254.21b |
| Brüt Kâr | CN¥114.44b |
| Diğer Giderler | CN¥52.75b |
| Kazançlar | CN¥61.69b |
Son Raporlanan Kazançlar
Mar 31, 2026
Sonraki Kazanç Tarihi
Aug 21, 2026
| Hisse başına kazanç (EPS) | 2.34 |
| Brüt Marj | 31.04% |
| Net Kâr Marjı | 16.73% |
| Borç/Özkaynak Oranı | 67.6% |
2899 uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünTemettüler
1.1%
Mevcut Temettü Verimi16%
Ödeme Oranı2899 güvenilir bir temettü ödüyor mu?
2899 temettü geçmişine ve kıyaslamalara bakın| Zijin Mining Group temettü tari̇hleri̇ | |
|---|---|
| Eski Temettü Tarihi | Jul 23 2026 |
| Temettü Ödeme Tarihi | Aug 21 2026 |
| Eski temettüye kadar geçen günler | 19 days |
| Temettü ödeme tarihine kadar geçen günler | 10 days |
2899 güvenilir bir temettü ödüyor mu?
2899 temettü geçmişine ve kıyaslamalara bakınŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/08/10 06:18 |
| Gün Sonu Hisse Fiyatı | 2026/08/10 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Zijin Mining Group Company Limited 31 Bu analistlerden 16, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Yanlin Zhao | BofA Global Research |
| Xiaohui Lau | CCB International Securities Limited |
| Hua Li | China Galaxy Securities Co., Ltd. |