Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
001257.SZ
STRONG SELLREMOVELuoyang Shenglong Mining Grp · Basic Materials · China · $6.8B · Avg Vol: $147M/d
While Luoyang Shenglong Mining operates in the basic materials sector, it lacks the global scale, liquidity, and clear competitive moat required to capitalize on the global copper and critical minerals supercycle.
COMPANY DESCRIPTION
Luoyang Shenglong Mining Group specializes in the extraction, processing, and sale of industrial metals, primarily molybdenum and tungsten. The company benefits from a strong resource position in Henan province, a key mining hub in China, providing it with a secure supply chain and cost advantages. It operates as a vertically integrated producer, leveraging advanced processing technologies to maintain high-purity outputs for industrial applications.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 282M | 289M | 423M | 518M | 22.4% |
| EPS | 0.05 | 0.08 | 0.07 | 0.08 | 18.2% |
| Shares | 1.6B | 1.6B | 1.6B | 1.6B | 0.0% |
| Debt | 126M | 143M | 116M | 96M | -8.5% |
| Equity | 260M | 576M | 699M | 838M | 47.7% |
| Op CF | 51M | 67M | 158M | 134M | 37.9% |
| Inv CF | -50M | -43M | -92M | -71M | — |
| Fin CF | -14M | 98M | -48M | -34M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 001257.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 001257.SZ | Luoyang Shenglong Mining Grp(you) | $6.8B | 18 | STRONG SELL |
| 601212.SS | Baiyin Nonferrous Group Co., Ltd. | $6.9B | 27 | SELL |
| 600331.SS | Sichuan Hongda Co.,Ltd | $5.6B | 7 | STRONG SELL |
| 002428.SZ | Yunnan Lincang Xinyuan Germanium Industry Co.,LTD | $8.8B | 32 | SELL |
| 000629.SZ | Pangang Group Vanadium & Titanium Resources Co., Ltd. | $4.7B | 30 | SELL |
| 601020.SS | Tibet Huayu Mining Co., Ltd. | $3.0B | 22 | SELL |
| 002149.SZ | Western Metal Materials Co., Ltd. | $4.3B | 31 | SELL |
| 000762.SZ | Xizang Mineral Development Co. LTD | $2.3B | 18 | STRONG SELL |
| 002716.SZ | Hunan Silver Co.,Ltd. | $3.9B | 34 | SELL |
| 600392.SS | Shenghe Resources Holding Co., Ltd | $5.7B | 48 | HOLD |
Peer medians: ROE 6.2% · P/E 33.1x · Gross margin 17.5%