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← CockpitCompetitor Analysis › 600714.SS Qinghai Jinrui Mineral Development Co., Ltd Class AOpen in the cockpit ↗

Qinghai Jinrui Mineral Development Co., Ltd Class A600714.SSCompetitor analysis, valuation and peers

China · CNY·Materials›Other Metals/Minerals
Momentum weak 31
Mkt cap
$593M
US dollars, full cap
Free float
58%
of shares outstanding
$/day
$24.2M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
-1.7 pp
WACC 10.6%
Hurdle
+38 pp
Req g minus delivered
Close · CNYCN¥13.72
1D-4.1%
1W+1.6%
1M-19.5%
3M+3.8%
6M-37.9%
YTD+11.9%
1Y+10.7%
ATR %6.7%
52w lowhigh58.9% off high

What Qinghai Jinrui Mineral Development does

Employees: 285

Qinghai Jinrui Mineral Development at a glance

Size Qinghai Jinrui Mineral Development (600714.SS) is a China Materials company (Other Metals/Minerals) with a market value of $593M, the 3450th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥13.72 on 6 Nov 2026.

Performance Over six months the shares fell 37.9%, against -24.6% for the median peer and -16.4% for the China market (cap-weighted) — 3rd lowest of 20 in its peer set.

Growth Revenue fell 5.9% over the last twelve months (peer median +8.8%); the operating margin is 4.6% (peer median 8.6%).

Valuation It trades at 10.4× enterprise value to sales against a peer median of 1.7× (2nd most expensive of 13).

Price implies For today's price to make sense, revenue must grow about 53% a year for seven years (Req g). Recent delivered growth is +15%, so the hurdle is +38 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.

Capital Return on invested capital runs 1.7 points below its cost of capital (10.6% WACC).

Relative performance

10015011 May 202611 Aug 20266 Nov 2026Peer median 71600714.SS 63
Six months, rebased to 100: Qinghai Jinrui Mineral Development against the median of its 20 peers (local-currency closes).

Qinghai Jinrui Mineral Development financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥331MCN¥331MCN¥342MCN¥272MCN¥370M
Revenue growth—-3%+25%-26%—
Gross profitCN¥78.4MCN¥74.5MCN¥64.1MCN¥24.0MCN¥84.7M
EBITDAn/aCN¥51.6MCN¥52.4MCN¥13.7MCN¥66.8M
Net incomeCN¥24.2MCN¥30.6MCN¥35.0MCN¥7.67MCN¥54.7M
Free cash flowCN¥15.4MCN¥19.5MCN¥43.4M-CN¥2.54MCN¥74.6M
Capital expenditureCN¥8.33MCN¥7.80MCN¥4.99MCN¥7.00MCN¥6.61M
Total debtCN¥526,359CN¥6.65MCN¥6.75MCN¥804,836CN¥7.27M

Quarterly statements and history in the cockpit →

Qinghai Jinrui Mineral Development competitor charts

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.

Performance: 6-month against 1-month return

-50%0%+50%-40%-20%0%+20%MNO5726BMNSBCLARU300936IMFA002225ISO603045S20SGMLVISCNVRI600714.SS6-month return →1-month return →
Up and to the right = strong over both horizons. Qinghai Jinrui Mineral Development is the large dot.

Fundamentals: revenue growth against valuation

0%+50%+100%0×5×10×5726SBCL300936IMFA002225600231603045301026S20SGML5009NVRI600714.SSRevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Qinghai Jinrui Mineral Development is the large dot.

Capital: growth delivered against growth the price implies

0%+20%+40%0%20%40%SBCL002225S20SGML600714.SSGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Qinghai Jinrui Mineral Development is the large dot.

Qinghai Jinrui Mineral Development competitors and peer comparison

How Qinghai Jinrui Mineral Development compares with its peers

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.

Qinghai Jinrui Mineral Development against its 20 peers (data as of 6 Nov 2026)
Measure600714.SSPeer medianRank in peer set
1-month return-19.5%-14.5%6th lowest of 20
6-month return-37.9%-24.6%3rd lowest of 20
Distance from 52-week high-58.9%-40.0%5th lowest of 20
Revenue growth (TTM)-5.9%+8.8%4th lowest of 13
Operating margin4.6%8.6%6th lowest of 13
EV / Sales10.4×1.7×2nd most expensive of 13
Growth the price implies (Req g, 7 yrs)53.0%19.6%most demanding of 5
Growth delivered (Del g)+15.3%+10.4%2nd highest of 5
Hurdle (Req g minus delivered)+37.8 pp+20.8 ppmost demanding of 5
ROIC minus cost of capital-1.7 pp-4.7 pp6th highest of 18

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
Qinghai Jinrui Mineral Development 600714.SSChina$593M-38%-6%5%10.4×53.0%+15.3%
Meridian Mining MNO.TOCanada$598M-8%n/an/an/an/an/a
OSAKA Titanium Technologies 5726.TJapan$584M-18%-8%13%2.9×n/an/a
Bannerman Energy BMN.AXAustralia$578M-15%n/an/an/an/an/a
Shivalik Bimetal Controls SBCL.NSIndia$609M+61%+19%21%9.3×45.7%+22.8%
Arafura Rare Earths ARU.AXAustralia$610M-56%n/an/an/an/an/a
Abenojar Tungsten ABT.LUnited Kingdom$619Mn/an/an/an/an/an/a
Changzhou Zhongying Science & Technology 300936.SZChina$556M-32%+15%-4%12.5×n/an/a
Indian Metals & Ferro Alloys IMFA.NSIndia$633M-25%+32%23%2.0×n/an/a
Puyang Refractories 002225.SZChina$550M-28%+2%2%1.1×24.5%+5.7%
IsoEnergy ISO.TOCanada$549M-30%n/an/an/an/an/a
Lingyuan Iron & Steel 600231.SSChina$642M-31%-3%-14%0.8×n/an/a
Fuda New Material 603045.SSChina$645M-31%+63%7%0.9×n/an/a
Lumina Metals LMCU.TOCanada$544M-33%n/an/an/an/an/a
Hootech 301026.SZChina$541M-27%+121%3%0.7×n/an/a
Straits Trading S20.SISingapore$541M-14%+30%13%2.2×0.6%+15.1%
Marimaca Copper MARI.TOCanada$652M-18%n/an/an/an/an/a
Sigma Lithium SGMLUnited States$655M-73%-14%24%6.5×14.8%-13.9%
Gloria Material Technology 5009.TWOTaiwan$527M-15%+3%10%1.4×n/an/a
Gruvaktiebolaget Viscaria VISC.STSweden$669M-1%n/an/an/an/an/a
Enviri NVRIUnited States$672M+24%-23%-19%0.5×n/an/a

Questions

Which companies are Qinghai Jinrui Mineral Development's closest peers?
The cockpit's peer set: Meridian Mining (MNO.TO), OSAKA Titanium Technologies (5726.T), Bannerman Energy (BMN.AX), Shivalik Bimetal Controls (SBCL.NS), Arafura Rare Earths (ARU.AX), Abenojar Tungsten (ABT.L), Changzhou Zhongying Science & Technology (300936.SZ), Indian Metals & Ferro Alloys (IMFA.NS).
Is Qinghai Jinrui Mineral Development expensive compared with its peers?
On ev / sales it trades at 10.4× against a peer median of 1.7×, 2nd most expensive of 13 in its peer set. For today's price to make sense, revenue must grow about 53% a year for seven years (Req g). Recent delivered growth is +15%, so the hurdle is +38 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
How has Qinghai Jinrui Mineral Development stock performed?
Over six months to 6 Nov 2026 the shares returned -37.9% against -24.6% for the median peer; over one year +10.7%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.