What is Baiyin Nonferrous Group Co., Ltd.'s (601212.SS) StockRank?

MoatMap's StockRank for Baiyin Nonferrous Group Co., Ltd. (601212.SS) is 27/100, with a Sell signal. This is a composite score combining Quality (39), Value (35), and Momentum (44) factor ranks across MoatMap's 19,000+ stock universe.

Does Baiyin Nonferrous Group Co., Ltd. have an economic moat?

Baiyin Nonferrous Group Co., Ltd. (601212.SS) has a Quality factor score of 39/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage — the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the financial characteristics of a moated business.

Is Baiyin Nonferrous Group Co., Ltd. a buy, hold, or sell?

MoatMap's current signal for Baiyin Nonferrous Group Co., Ltd. (601212.SS) is Sell, based on a StockRank of 27/100. Signals are derived mechanically from the StockRank composite and should be one input among many — combine with your own thesis on management, competitive position, and valuation.

What sector is Baiyin Nonferrous Group Co., Ltd. in?

Baiyin Nonferrous Group Co., Ltd. (601212.SS) operates in the Basic Materials sector, specifically the Other Industrial Metals & Mining industry (China).

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601212.SS

SELLFLAG

Baiyin Nonferrous Group Co., Ltd. · Basic Materials · China · $6.9B · Avg Vol: $115M/d

StockRank

P/E (TTM)

—

ROE

2.2%

D/E

1.4x

Dividend %

—

Director Trades · 180d

None in 180d →

Buybacks · 180d

None in 180d →

AI CONVICTION THESIS

Baiyin Nonferrous is a copper and zinc producer that stands to benefit directly from the structural copper supply deficit. However, as a state-owned enterprise with historically low ROIC and high capital intensity, it violates the Terry Smith quality lens, making it a purely tactical trade rather than a core compounder.

COMPANY DESCRIPTION

Baiyin Nonferrous Group Co., Ltd. is a major state-owned non-ferrous metal producer engaged in the mining, smelting, refining, and processing of copper, lead, zinc, gold, and silver. Based in Gansu Province, the company operates as a vertically integrated producer with extensive domestic and international mining assets. Its competitive moat is built on its large-scale smelting capacity, established industrial infrastructure, and regional resource dominance.

FINANCIAL SUMMARY

Year	2022	2023	2024	2025	CAGR
Revenue	13.0B	12.9B	12.8B	12.6B	-0.9%
EPS	0.00	0.00	0.00	-0.02	65.8%
Shares	7.4B	7.4B	7.4B	7.4B	0.0%
Debt	2.7B	2.9B	2.8B	3.2B	6.9%
Equity	2.2B	2.2B	2.3B	2.1B	-1.3%
Op CF	249M	366M	644M	321M	8.8%
Inv CF	76M	-193M	357M	-601M	—
Fin CF	-443M	-63M	-381M	133M	—

PRICE (1M)-24.4%

SMA 50SMA 200

$0.89

RSI (14)

40.8

52W High

$2.24

From 52W High

0.4%

SCORE BREAKDOWN

Quality

ROIC

5.6%57.9

ROE

2.2%44.4

GP/Assets

11.5%46.5

Op. Margin

7.2%57.7

FCF/Assets

-3.3%39.6

Piotroski

—27.0

Int. Cover

2.8x42.6

D/E Ratio

1.39x6.7

Current Ratio

1.37x27.8

Value

P/E (TTM)

—N/A

EV/EBITDA

10.1x39.1

P/FCF

—N/A

P/B

2.8x36.5

P/S

0.5x80.8

Div Yield

—N/A

Momentum

52W High %

40%4.1

RS 6M

13%67.4

SMA 50/200

1.08x57.4

EPS Rev 4W

—N/A

EPS Rev 12W

—N/A

EPS Improve

—71.9

Q Growth

—N/A

FUNDAMENTALS

Market Cap

$6.9B

P/E (Forward)

301.5x

Gross Margin

7.4%

SECTOR PEERS

Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 601212.SS are excluded.

Ticker	Company	Mkt Cap	StockRank	Signal
601212.SS	Baiyin Nonferrous Group Co., Ltd.(you)	$6.9B	27	SELL
001257.SZ	Luoyang Shenglong Mining Grp	$6.8B	18	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
002149.SZ	Western Metal Materials Co., Ltd.	$4.3B	31	SELL
002716.SZ	Hunan Silver Co.,Ltd.	$3.9B	34	SELL
601020.SS	Tibet Huayu Mining Co., Ltd.	$3.0B	22	SELL
600331.SS	Sichuan Hongda Co.,Ltd	$5.6B	7	STRONG SELL
600392.SS	Shenghe Resources Holding Co., Ltd	$5.7B	48	HOLD
000688.SZ	GuoCheng Mining CO.,LTD	$7.4B	51	HOLD

Peer medians: ROE 6.2% · P/E 33.4x · Gross margin 17.5%

Baiyin Nonferrous Group Co., Ltd. (601212.SS) — Stock Score Summary

Baiyin Nonferrous Group Co., Ltd. (601212.SS) has a MoatMap StockRank of 27/100 based on Quality (39/100), Value (35/100), and Momentum (44/100) factor scores. The current signal is SELL. Baiyin Nonferrous is a copper and zinc producer that stands to benefit directly from the structural copper supply deficit. However, as a state-owned enterprise with historically low ROIC and high capital intensity, it violates the Terry Smith quality lens, making it a purely tactical trade rather than a core compounder.

Key Financial Metrics

Price	$0.89
Market Cap	$6.9B
P/E (Forward)	301.50
Price/Book	2.81
Return on Equity	2.2%
Return on Invested Capital	5.6%
Debt/Equity	138.78
Gross Margin	7.4%
Operating Margin	7.2%
Revenue Growth	8.2%
Free Cash Flow	$-40M

Baiyin Nonferrous Group Co., Ltd. operates in the Other Industrial Metals & Mining industry, part of the Basic Materials sector (China).

Frequently Asked Questions

What is Baiyin Nonferrous Group Co., Ltd.’s (601212.SS) StockRank?: MoatMap’s StockRank for Baiyin Nonferrous Group Co., Ltd. (601212.SS) is 27/100, with a Sell signal. It is a composite of Quality (39), Value (35), and Momentum (44) factor ranks across MoatMap’s 19,000+ stock universe.
Does Baiyin Nonferrous Group Co., Ltd. have an economic moat?: Baiyin Nonferrous Group Co., Ltd. (601212.SS) has a Quality factor score of 39/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage — the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is Baiyin Nonferrous Group Co., Ltd. a buy, hold, or sell?: MoatMap’s current signal for Baiyin Nonferrous Group Co., Ltd. (601212.SS) is Sell, based on a StockRank of 27/100. Signals are derived mechanically from the StockRank composite and should be one input among many — combine with your own thesis on management, competitive position, and valuation.
What sector is Baiyin Nonferrous Group Co., Ltd. in?: Baiyin Nonferrous Group Co., Ltd. (601212.SS) operates in the Basic Materials sector, specifically the Other Industrial Metals & Mining industry (China).