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Chinese mining group producing lithium, cesium-rubidium and tantalum-niobium materials, with mining assets in China and Africa.
Chinese mining group producing lithium, cesium-rubidium and tantalum-niobium materials, with mining assets in China and Africa.
Controls ore at sites such as Canada's Tanco mine, the world's main source of cesium, and Zimbabwe's Bikita lithium mine, and sells concentrates and processed lithium salts at prices set by the battery-metal market. Cesium-rubidium salts, used in drilling fluids and specialty chemicals, give it a niche beyond lithium that is less tied to batteries.
In one line: A China-based diversified critical-minerals miner, like a smaller Albemarle/Sigma Lithium .
Moat: narrow (resource access, scale). Owns upstream mining assets (including in Africa) giving direct resource access.
Headquarters: Beijing, China · Employees: 3,084
Size Sinomine Resource (002738.SZ) is a China Materials company (Other Metals/Minerals) with a market value of $4.06B, the 630th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥37.28 on 6 Nov 2026.
Performance Over six months the shares fell 58.9%, against -33.2% for the median peer and -16.4% for the China market (cap-weighted) — 3rd lowest of 20 in its peer set.
Growth Revenue grew 18.0% over the last twelve months (peer median +23.2%); the operating margin is 30.8% (peer median 14.0%).
Valuation It trades at 11.1× forward earnings against a peer median of 19.7× (4th cheapest of 17).
Capital Return on invested capital runs 2.4 points above its cost of capital (12.3% WACC).
Next results Next results expected around 28 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥7.74B | CN¥6.53B | CN¥5.18B | CN¥5.99B | CN¥8.00B |
| Revenue growth | — | +26% | -13% | -25% | — |
| Gross profit | CN¥4.33B | CN¥1.58B | CN¥1.54B | CN¥3.24B | CN¥4.19B |
| EBITDA | n/a | CN¥1.28B | CN¥1.47B | CN¥2.67B | CN¥3.80B |
| Net income | CN¥1.88B | CN¥458M | CN¥757M | CN¥2.21B | CN¥3.29B |
| Free cash flow | -CN¥1.15B | CN¥448M | -CN¥497M | CN¥832M | CN¥1.75B |
| Capital expenditure | CN¥2.99B | CN¥1.20B | CN¥1.01B | CN¥2.18B | CN¥399M |
| Total debt | CN¥5.35B | CN¥3.12B | CN¥2.15B | CN¥1.72B | CN¥2.13B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Sinomine Resource 002738.SZ | $4.06B | -59% | +18% | 31% | 11.1× | n/a |
| Ganfeng Lithium 002460.SZ | $9.71B | -57% | +128% | 18% | 11.5× | 4.4% |
| Tianqi Lithium 002466.SZ | $8.97B | -54% | +104% | 57% | 9.0× | -1.2% |
| Albemarle ALB | $11.7B | -51% | +18% | 14% | 11.3× | 10.9% |
| Liontown LTR.AX | $1.43B | -75% | +115% | 8% | 18.9× | 38.7% |
| Mineral Resources MIN.AX | $6.36B | -34% | +44% | 25% | 13.8× | 4.2% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | 002738.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -9.8% | -14.3% | 6th highest of 21 |
| 6-month return | -58.9% | -33.2% | 3rd lowest of 20 |
| Distance from 52-week high | -63.0% | -54.1% | 6th lowest of 21 |
| Revenue growth (TTM) | +18.0% | +23.2% | 8th lowest of 20 |
| Operating margin | 30.8% | 14.0% | 5th highest of 20 |
| Forward P/E | 11.1× | 19.7× | 4th cheapest of 17 |
| ROIC minus cost of capital | +2.4 pp | +0.7 pp | 9th highest of 20 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Sinomine Resource 002738.SZ | China | $4.06B | -59% | +18% | 31% | 11.1× | n/a | n/a |
| Shenghe Resources 600392.SS | China | $4.09B | -40% | +34% | 8% | 16.2× | n/a | n/a |
| Dazhong Mining 001203.SZ | China | $4.20B | -64% | +3% | 26% | 30.5× | n/a | n/a |
| Western Superconducting Technologies 688122.SS | China | $4.21B | -33% | -5% | 8% | 43.2× | 29.3% | +19.9% |
| Chengtun Mining 600711.SS | China | $3.84B | -39% | +28% | 12% | 7.4× | n/a | n/a |
| Sichuan Hongda 600331.SS | China | $4.30B | -40% | 0% | -1% | 543.0× | n/a | n/a |
| Hindustan Copper HINDCOPPER.NS | India | $4.31B | -26% | +67% | 42% | 21.6× | 38.7% | +11.5% |
| Chuangxin Industries 2788.HK | Hong Kong | $3.82B | -43% | +23% | 23% | 5.3× | -0.8% | +8.9% |
| Zhejiang Rongtai Electric Material 603119.SS | China | $4.36B | -3% | +46% | 20% | 81.0× | 42.2% | +30.2% |
| GuoCheng Mining 000688.SZ | China | $3.57B | -60% | +193% | 50% | 11.2× | 3.3% | +39.6% |
| Lygend Resources And Technology 001246.SZ | China | $3.48B | n/a | +28% | 19% | 8.9× | -5.9% | +39.8% |
| Suzhou Kematek 301611.SZ | China | $3.48B | -36% | +18% | 15% | 128.5× | n/a | n/a |
| Shenzhen Zhongjin Lingnan Nonfemet 000060.SZ | China | $3.43B | -24% | +16% | 3% | 17.8× | n/a | n/a |
| Uranium Energy UEC | United States | $3.43B | -54% | -44% | -358% | n/a | n/a | n/a |
| Grinm Advanced Materials 600206.SS | China | $4.85B | +40% | +23% | 2% | 72.2× | n/a | n/a |
| NGEx Minerals NGEX.TO | Canada | $3.37B | -15% | n/a | n/a | n/a | n/a | n/a |
| Zhejiang Wazam New Material 603186.SS | China | $3.33B | +79% | +60% | 14% | 58.0× | 24.9% | +13.9% |
| Luoyang Shenglong Mining 001257.SZ | China | $5.00B | -19% | +22% | 34% | n/a | 13.4% | +22.4% |
| Yunnan Copper 000878.SZ | China | $5.01B | -28% | +10% | 2% | 11.9× | n/a | n/a |
| Asia-Potash International Investment (Guangzhou) 000893.SZ | China | $5.08B | -32% | +40% | 36% | 11.6× | -3.3% | +72.1% |
| Hunan Silver 002716.SZ | China | $3.19B | -35% | +50% | 4% | n/a | n/a | n/a |