Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
601020.SS
SELLFLAGTibet Huayu Mining Co., Ltd. · Basic Materials · China · $3.0B · Avg Vol: $112M/d
Tibet Huayu Mining benefits directly from the structural demand floor for industrial metals like copper. However, as a small-to-mid-cap Chinese miner, it carries significant governance and operational risks that prevent a high-conviction approval.
COMPANY DESCRIPTION
Tibet Huayu Mining Co., Ltd. is engaged in the mining, processing, and sale of non-ferrous metals, primarily lead, zinc, copper, and antimony. The company operates high-grade polymetallic mines in the resource-rich Tibetan Plateau, benefiting from high ore grades and low extraction costs. It is a key regional mining player, expanding its asset portfolio through strategic domestic and international acquisitions.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 83M | 129M | 239M | 306M | 54.2% |
| EPS | 0.03 | 0.01 | 0.05 | 0.16 | 77.4% |
| Shares | 787M | 787M | 820M | 820M | +4.2% |
| Debt | 89M | 103M | 76M | 160M | 21.5% |
| Equity | 422M | 428M | 498M | 639M | 14.9% |
| Op CF | 41M | 36M | 63M | 154M | 55.9% |
| Inv CF | -43M | -28M | -48M | -137M | — |
| Fin CF | 7M | -8M | 5M | 20M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 601020.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 601020.SS | Tibet Huayu Mining Co., Ltd.(you) | $3.0B | 22 | SELL |
| 000762.SZ | Xizang Mineral Development Co. LTD | $2.3B | 18 | STRONG SELL |
| 002237.SZ | Shandong Humon Smelting Co., Ltd. | $2.8B | 35 | SELL |
| 600456.SS | Baoji Titanium Industry Co., Ltd. | $2.3B | 31 | SELL |
| 603505.SS | China Kings Resources Group Co.,Ltd. | $2.3B | 32 | SELL |
| 002149.SZ | Western Metal Materials Co., Ltd. | $4.3B | 31 | SELL |
| 000629.SZ | Pangang Group Vanadium & Titanium Resources Co., Ltd. | $4.7B | 30 | SELL |
| 002716.SZ | Hunan Silver Co.,Ltd. | $3.9B | 34 | SELL |
| 002978.SZ | Sichuan Anning Iron and Titanium Co.,Ltd. | $1.9B | 30 | SELL |
| 002171.SZ | Anhui Truchum Advanced Materials and Technology Co., Ltd. | $2.9B | 38 | HOLD |
Peer medians: ROE 6.1% · P/E 33.7x · Gross margin 17.5%