Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
000960.SZ
BUYREMOVEYunnan Tin Company Limited · Basic Materials · China · $9.1B · Avg Vol: $551M/d
While Yunnan Tin is a dominant global producer of tin—a critical material for semiconductor soldering and advanced packaging—it operates as a state-owned commodity cyclical with low capital efficiency, violating our core quality compounder principles.
COMPANY DESCRIPTION
Yunnan Tin Company Limited engages in the mining, smelting, and deep processing of tin and other non-ferrous metals. The company holds the position of the world's largest tin producer and exporter, controlling vast, high-grade tin reserves in Yunnan province. It is a dominant global market leader with absolute pricing power and a fully integrated supply chain in the tin industry.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 7.7B | 6.3B | 6.2B | 6.4B | -5.7% |
| EPS | 0.12 | 0.13 | 0.13 | 0.17 | 12.2% |
| Shares | 1.6B | 1.6B | 1.6B | 1.6B | 0.0% |
| Debt | 2.2B | 2.1B | 1.6B | 1.7B | -8.5% |
| Equity | 2.4B | 2.6B | 3.1B | 3.2B | 9.9% |
| Op CF | 746M | 324M | 503M | 191M | -36.5% |
| Inv CF | -213M | -91M | -44M | -111M | — |
| Fin CF | -850M | -286M | -410M | -80M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 000960.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 000960.SZ | Yunnan Tin Company Limited(you) | $9.1B | 73 | BUY |
| 601168.SS | Western Mining Co.,Ltd. | $10.8B | 73 | BUY |
| 600497.SS | YUNNAN CHIHONG ZINC&GERMANIUM C | $7.1B | 73 | BUY |
| 600549.SS | Xiamen Tungsten Co.,Ltd. | $12.8B | 74 | BUY |
| 9696.HK | Tianqi Lithium Corporation | $10.7B | 65 | BUY |
| 603979.SS | JCHX Mining Management Co.,Ltd. | $6.8B | 80 | STRONG BUY |
| 601061.SS | CITIC Metal Co., Ltd | $9.5B | 60 | HOLD |
| 002497.SZ | Sichuan Yahua Industrial Group Co., Ltd. | $3.9B | 71 | BUY |
| 600711.SS | Chengtun Mining Group Co., Ltd. | $5.6B | 62 | HOLD |
| 000657.SZ | China Tungsten And Hightech Materials Co.,Ltd | $22.9B | 71 | BUY |
Peer medians: ROE 6.1% · P/E 33.7x · Gross margin 17.5%