Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
600338.SS
HOLDAPPROVEXizang Zhufeng Resources Co., Ltd. · Basic Materials · China · $2.5B · Avg Vol: $200M/d
Xizang Zhufeng is a high-quality resource developer with significant exposure to copper, lead, and zinc. As the Commodity Supercycle Inflection theme plays out, driven by electrification and data center power needs, the company's low-cost mining assets provide an asymmetric upside. The market's recessionary fears have created a margin of safety, while its high quality score (Q: 68) indicates strong operational efficiency.
COMPANY DESCRIPTION
Xizang Zhufeng Resources Co., Ltd. is a non-ferrous metal mining and processing company focusing on lead, zinc, copper, and lithium. The company's competitive moat lies in its strategic overseas mining assets, including high-grade lead-zinc mines in Tajikistan and lithium brine projects in Argentina. It is transitioning from a traditional base metal miner into a key supplier for the global electric vehicle battery supply chain.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 292M | 217M | 242M | 359M | 7.2% |
| EPS | 0.07 | -0.03 | 0.04 | 0.08 | 7.5% |
| Shares | 914M | 914M | 914M | 914M | 0.0% |
| Debt | 42M | 46M | 38M | 19M | -22.9% |
| Equity | 511M | 470M | 543M | 661M | 9.0% |
| Op CF | 114M | 44M | 109M | 89M | -8.0% |
| Inv CF | -174M | -60M | -65M | -80M | — |
| Fin CF | 60M | 9M | -29M | -55M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 600338.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 600338.SS | Xizang Zhufeng Resources Co., Ltd.(you) | $2.5B | 64 | HOLD |
| 603132.SS | Jinhui Mining Incorporation Limited | $2.5B | 59 | HOLD |
| 2245.HK | Lygend Resources & Technology Co., Ltd. | $2.1B | 69 | BUY |
| 002497.SZ | Sichuan Yahua Industrial Group Co., Ltd. | $3.9B | 71 | BUY |
| 600711.SS | Chengtun Mining Group Co., Ltd. | $5.6B | 62 | HOLD |
| 301219.SZ | Ganzhou Tengyuan Cobalt New Material Co., Ltd. | $3.4B | 76 | BUY |
| 600531.SS | Henan Yuguang Gold&Lead Co.,Ltd. | $2.4B | 44 | HOLD |
| 002378.SZ | Chongyi Zhangyuan Tungsten Co., Ltd. | $5.1B | 58 | HOLD |
| 600259.SS | Rising Nonferrous Metals Share Co.,Ltd. | $4.1B | 52 | HOLD |
| 000969.SZ | Advanced Technology & Materials Co., Ltd. | $3.6B | 48 | HOLD |
Peer medians: ROE 6.1% · P/E 33.7x · Gross margin 17.5%