Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
000060.SZ
HOLDREMOVEShenzhen Zhongjin Lingnan Nonfemet Co. Ltd. · Basic Materials · China · $5.1B · Avg Vol: $363M/d
Shenzhen Zhongjin Lingnan is a Chinese non-ferrous metals producer. While it stands to benefit from the copper and industrial metals supercycle, it is a capital-intensive commodity cyclical with poor corporate governance and low quality metrics, violating our Terry Smith lens.
COMPANY DESCRIPTION
Shenzhen Zhongjin Lingnan Nonfemet Co., Ltd. is a large-scale, vertically integrated non-ferrous metals producer specializing in the mining, smelting, and deep processing of zinc, lead, and copper. The company owns several world-class, low-cost mining assets, including the Fankou Lead-Zinc Mine in China and international operations in Australia and Canada. This strong resource base, combined with advanced smelting technologies, secures its position as a highly competitive global metal supplier.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 8.2B | 9.7B | 8.3B | 8.9B | 3.0% |
| EPS | 0.05 | 0.03 | 0.04 | 0.03 | -14.0% |
| Shares | 3.7B | 3.7B | 3.7B | 4.4B | +18.8% |
| Debt | 1.8B | 2.5B | 2.9B | 2.8B | 17.1% |
| Equity | 2.2B | 2.0B | 2.1B | 2.9B | 9.7% |
| Op CF | 160M | 232M | 116M | 356M | 30.6% |
| Inv CF | -351M | -762M | -336M | -136M | — |
| Fin CF | 372M | 508M | 148M | -67M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 000060.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 000060.SZ | Shenzhen Zhongjin Lingnan Nonfemet Co. Ltd.(you) | $5.1B | 53 | HOLD |
| 000962.SZ | Ningxia Orient Tantalum Industry Co., Ltd. | $4.7B | 50 | HOLD |
| 600259.SS | Rising Nonferrous Metals Share Co.,Ltd. | $4.1B | 52 | HOLD |
| 002378.SZ | Chongyi Zhangyuan Tungsten Co., Ltd. | $5.1B | 58 | HOLD |
| 600392.SS | Shenghe Resources Holding Co., Ltd | $5.7B | 48 | HOLD |
| 002738.SZ | Sinomine Resource Group Co., Ltd. | $6.6B | 54 | HOLD |
| 000688.SZ | GuoCheng Mining CO.,LTD | $7.4B | 51 | HOLD |
| 000969.SZ | Advanced Technology & Materials Co., Ltd. | $3.6B | 48 | HOLD |
| 600711.SS | Chengtun Mining Group Co., Ltd. | $5.6B | 62 | HOLD |
| 601061.SS | CITIC Metal Co., Ltd | $9.5B | 60 | HOLD |
Peer medians: ROE 6.2% · P/E 33.7x · Gross margin 17.5%