Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
600490.SS
HOLDAPPROVEPengxin International Mining Co.,Ltd · Basic Materials · China · $2.4B · Avg Vol: $53M/d
Pengxin International Mining is a high-quality copper producer positioned to benefit from the structural supply deficit in copper. With AI data centers, power grid modernization, and global electrification driving unprecedented demand, copper prices are set for an asymmetric breakout.
COMPANY DESCRIPTION
Pengxin International Mining specializes in the exploration, mining, and processing of non-ferrous metals, primarily copper, cobalt, and gold, with key assets located in the Democratic Republic of Congo (DRC). The company produces high-purity cathode copper and cobalt hydroxide, which are critical raw materials for the global electronics and EV battery industries. Its strategic overseas resource positioning and efficient hydrometallurgical processing capabilities form its core competitive advantage.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 1.2B | 794M | 277M | 504M | -25.8% |
| EPS | -0.04 | -0.01 | -0.01 | 0.02 | — |
| Shares | 2.2B | 2.2B | 2.2B | 2.2B | 0.0% |
| Debt | 109M | 122M | 81M | 74M | -12.0% |
| Equity | 892M | 904M | 898M | 936M | 1.6% |
| Op CF | 2M | -9M | -76M | 85M | 231.5% |
| Inv CF | -27M | 5M | 103M | -57M | — |
| Fin CF | 655,609 | 2M | -29M | -11M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 600490.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 600490.SS | Pengxin International Mining Co.,Ltd(you) | $2.4B | 36 | HOLD |
| 688388.SS | Guangdong Jiayuan Technology Co.,Ltd. | $3.3B | 34 | SELL |
| 000737.SZ | North Copper Co., Ltd. | $3.9B | 36 | HOLD |
| 601137.SS | Ningbo Boway Alloy Material Company Limited | $2.7B | 26 | SELL |
| 601609.SS | Ningbo Jintian Copper (Group) Co., Ltd. | $3.2B | 43 | HOLD |
| 688102.SS | Shaanxi Sirui Advanced Materials Co., Ltd. | $4.0B | 34 | SELL |
| 603124.SS | Jiangxi Jiangnan New Material Technology Co., Ltd. | $3.0B | 53 | HOLD |
| 300697.SZ | Jiangyin Electrical Alloy Co.,Ltd | $1.1B | 42 | HOLD |
| 000878.SZ | Yunnan Copper Co.,Ltd | $6.4B | 32 | SELL |
| 300618.SZ | Nanjing Hanrui Cobalt Co.,Ltd. | $1.7B | 13 | STRONG SELL |
Peer medians: ROE 6.2% · P/E 33.1x · Gross margin 17.5%