Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
000762.SZ
STRONG SELLREMOVEXizang Mineral Development Co. LTD · Basic Materials · China · $2.3B · Avg Vol: $136M/d
Xizang Mineral Development holds valuable lithium and chromite assets in Tibet, but the lithium market is currently suffering from structural oversupply. Furthermore, as a state-owned enterprise operating in a remote region, it suffers from high logistical costs, geopolitical complexities, and weak capital allocation metrics that fail our quality filters.
COMPANY DESCRIPTION
Xizang Mineral Development Co., Ltd. is a key mining enterprise specializing in the extraction of chromium and lithium resources in Tibet. The company holds the mining rights to the Zabuye Salt Lake, one of the world's largest and highest-grade lithium carbonate deposits, providing a massive competitive advantage in the battery supply chain. It is also China's largest producer of chromite ore, a critical raw material for stainless steel production.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 327M | 119M | 92M | 52M | -45.8% |
| EPS | 0.23 | 0.05 | 0.03 | -0.01 | -63.0% |
| Shares | 521M | 521M | 521M | 521M | -0.1% |
| Debt | 179M | 262M | 211M | 222M | 7.6% |
| Equity | 437M | 426M | 439M | 432M | -0.4% |
| Op CF | 245M | 56M | 54M | 23M | -54.4% |
| Inv CF | -260M | -77M | -76M | -22M | — |
| Fin CF | 162M | -21M | -86M | -19M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 000762.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 000762.SZ | Xizang Mineral Development Co. LTD(you) | $2.3B | 18 | STRONG SELL |
| 601020.SS | Tibet Huayu Mining Co., Ltd. | $3.0B | 22 | SELL |
| 600456.SS | Baoji Titanium Industry Co., Ltd. | $2.3B | 31 | SELL |
| 603505.SS | China Kings Resources Group Co.,Ltd. | $2.3B | 32 | SELL |
| 002978.SZ | Sichuan Anning Iron and Titanium Co.,Ltd. | $1.9B | 30 | SELL |
| 000758.SZ | China Nonferrous Metal Industry's Foreign Engineering and Construction Co.,Ltd. | $2.0B | 33 | SELL |
| 688750.SS | Hunan Xiangtou Goldsky Titanium Industry Technology Co., Ltd. | $1.2B | 13 | STRONG SELL |
| 002237.SZ | Shandong Humon Smelting Co., Ltd. | $2.8B | 35 | SELL |
| 605086.SS | Longyan Kaolin Clay Co., Ltd. | $824M | 17 | STRONG SELL |
| 001257.SZ | Luoyang Shenglong Mining Grp | $6.8B | 18 | STRONG SELL |
Peer medians: ROE 6.2% · P/E 33.4x · Gross margin 17.5%