Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
000737.SZ
HOLDAPPROVENorth Copper Co., Ltd. · Basic Materials · China · $3.9B · Avg Vol: $142M/d
North Copper is a direct beneficiary of the structural copper deficit driven by global electrification and AI data center power infrastructure. As a pure-play copper miner and smelter, the company stands to capture significant operating leverage as copper prices inflect upward, driven by restricted global supply and inelastic demand.
COMPANY DESCRIPTION
North Copper Co., Ltd. is a prominent non-ferrous metals enterprise in Northern China, engaged in the mining, smelting, and processing of copper and related by-products. The company benefits from integrated operations, utilizing its own mineral reserves to feed its smelting facilities and reduce exposure to raw material price volatility. Its strategic location and established industrial scale position it as a key supplier to regional manufacturing and infrastructure sectors.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 1.6B | 1.4B | 3.6B | 4.1B | 37.8% |
| EPS | 0.05 | 0.05 | 0.05 | 0.06 | 9.9% |
| Shares | 1.8B | 1.8B | 1.8B | 1.9B | +7.5% |
| Debt | 588M | 1.2B | 1.3B | 1.3B | 31.0% |
| Equity | 677M | 727M | 921M | 1.0B | 14.0% |
| Op CF | 318M | -184M | 53M | 279M | -4.3% |
| Inv CF | -183M | -253M | -174M | -174M | — |
| Fin CF | -149M | 377M | 170M | -59M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 000737.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 000737.SZ | North Copper Co., Ltd.(you) | $3.9B | 36 | HOLD |
| 688102.SS | Shaanxi Sirui Advanced Materials Co., Ltd. | $4.0B | 34 | SELL |
| 688388.SS | Guangdong Jiayuan Technology Co.,Ltd. | $3.3B | 34 | SELL |
| 600490.SS | Pengxin International Mining Co.,Ltd | $2.4B | 36 | HOLD |
| 601609.SS | Ningbo Jintian Copper (Group) Co., Ltd. | $3.2B | 43 | HOLD |
| 000878.SZ | Yunnan Copper Co.,Ltd | $6.4B | 32 | SELL |
| 601137.SS | Ningbo Boway Alloy Material Company Limited | $2.7B | 26 | SELL |
| 603124.SS | Jiangxi Jiangnan New Material Technology Co., Ltd. | $3.0B | 53 | HOLD |
| 301511.SZ | Jiujiang Defu Technology Co., Limited | $11.7B | 46 | HOLD |
| 300697.SZ | Jiangyin Electrical Alloy Co.,Ltd | $1.1B | 42 | HOLD |
Peer medians: ROE 6.1% · P/E 33.7x · Gross margin 17.5%