Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
600259.SS
HOLDFLAGRising Nonferrous Metals Share Co.,Ltd. · Basic Materials · China · $4.1B · Avg Vol: $260M/d
Rising Nonferrous Metals is a key Chinese producer of rare earths, which are critical for global electrification and defense. While the macro tailwind is powerful, state-directed pricing and capital allocation decisions limit its appeal as a high-conviction compounder.
COMPANY DESCRIPTION
Rising Nonferrous Metals Share Co., Ltd. specializes in the mining, smelting, and deep processing of rare earth metals, with a focus on heavy rare earths. The company holds a powerful competitive moat through state-allocated mining quotas and exclusive access to rich ionic rare earth resources in southern China. It is a critical strategic player in the global high-tech supply chain, backed by the state-owned China Rare Earth Group.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | — | — | — | — | — |
| EPS | 0.10 | 0.09 | -0.13 | 0.06 | -18.4% |
| Shares | 336M | 336M | 336M | 336M | 0.0% |
| Debt | 253M | 336M | 286M | 220M | -4.5% |
| Equity | 508M | 540M | 497M | 516M | 0.5% |
| Op CF | -56M | -70M | -738,122 | 137M | — |
| Inv CF | -122M | -35M | -12M | -9M | — |
| Fin CF | 115M | 80M | -3M | -78M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 600259.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 600259.SS | Rising Nonferrous Metals Share Co.,Ltd.(you) | $4.1B | 52 | HOLD |
| 000962.SZ | Ningxia Orient Tantalum Industry Co., Ltd. | $4.7B | 50 | HOLD |
| 000060.SZ | Shenzhen Zhongjin Lingnan Nonfemet Co. Ltd. | $5.1B | 53 | HOLD |
| 000969.SZ | Advanced Technology & Materials Co., Ltd. | $3.6B | 48 | 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 |
| 600711.SS | Chengtun Mining Group Co., Ltd. | $5.6B | 62 | HOLD |
| 000603.SZ | Shengda Resources Co.,Ltd. | $3.2B | 41 | HOLD |
Peer medians: ROE 6.2% · P/E 33.1x · Gross margin 17.5%