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← CockpitCompetitor Analysis › 601020.SS Tibet Huayu Mining Co., Ltd. Class AOpen in the cockpit ↗

Tibet Huayu Mining Co., Ltd. Class A601020.SSCompetitor analysis, valuation and peers

China · CNY·Industrials›Wholesale Distributors

Investment holding company with stakes in Tibetan copper mines.

Momentum laggard 3
Mkt cap
$1.83B
US dollars, full cap
Free float
70%
of shares outstanding
$/day
$39.9M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
-4.2 pp
WACC 10.0%
Hurdle
n/a
no reverse DCF
Next earnings
174 days
29 Apr 2027
Close · CNYCN¥14.91
1D-2.5%
1W+10.4%
1M-22.9%
3M-24.8%
6M-48.0%
YTD-44.5%
1Y-48.4%
ATR %5.7%
52w lowhigh64.8% off high

What Tibet Huayu Mining does

Investment holding company with stakes in Tibetan copper mines.

Products and services

  • Copper mine equity stakes

Customers

  • Copper smelters/refiners (via offtake)

Where it sits in the supply chain

  • Materials
  • Mining
  • Copper mining investment

What could go right

  • Copper price upcycle
  • Mine capacity expansion

What could go wrong

  • Copper price volatility
  • Tibet operating/regulatory risk

Moat: narrow (scale). Ownership stakes in large, hard-to-replicate Tibetan copper deposits.

Headquarters: Lhasa, Tibet, China · Employees: 1,893

Named competitors

Tibet Huayu Mining at a glance

Size Tibet Huayu Mining (601020.SS) is a China Industrials company (Wholesale Distributors) with a market value of $1.83B, the 1367th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥14.91 on 6 Nov 2026.

Performance Over six months the shares fell 48.0%, against +3.6% for the median peer and -16.4% for the China market (cap-weighted) — lowest of 21 in its peer set.

Growth Revenue fell 22.3% over the last twelve months (peer median +6.4%); the operating margin is 22.9% (peer median 6.7%).

Valuation It trades at 9.4× enterprise value to sales against a peer median of 1.4× (4th most expensive of 21).

Capital Return on invested capital runs 4.2 points below its cost of capital (10.0% WACC).

Next results Next results expected around 29 Apr 2027 (exchange calendar; dates can move).

Relative performance

40608010011 May 202611 Aug 20266 Nov 2026Peer median 104601020.SS 49
Six months, rebased to 100: Tibet Huayu Mining against the median of its 20 peers (local-currency closes).

Tibet Huayu Mining financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥1.67BCN¥2.06BCN¥1.61BCN¥866MCN¥564M
Revenue growth—+28%+85%+53%—
Gross profitCN¥1.05BCN¥987MCN¥861MCN¥345MCN¥245M
EBITDAn/aCN¥1.02BCN¥805MCN¥336MCN¥233M
Net incomeCN¥205MCN¥871MCN¥253MCN¥73.9MCN¥148M
Free cash flow-CN¥149MCN¥699MCN¥204MCN¥66.0M-CN¥17.5M
Capital expenditureCN¥746MCN¥347MCN¥224MCN¥181MCN¥293M
Total debtCN¥1.85BCN¥2.34BCN¥905MCN¥1.05BCN¥974M

Quarterly statements and history in the cockpit →

Tibet Huayu Mining 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%+100%-20%0%+20%99346004907552600397TPK82795857ARTDBI3048601801000065CURY600825DSGRHLMN002092EPRO-B600113601020.SS6-month return →1-month return →
Up and to the right = strong over both horizons. Tibet Huayu Mining is the large dot.

Fundamentals: revenue growth against valuation

-20%0%+20%0×5×10×99346004907552600397TPK82795857ARTDBI3048601801000065CURY600825DSGRDXPEEPRO-B600113601020.SSRevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Tibet Huayu Mining is the large dot.

Tibet Huayu Mining competitors and peer comparison

Head to head with its named competitors (601020.SS vs 601899.SS vs 600362.SS vs 1258.HK)
CompanyMarket cap6M returnRevenue growthOp. marginEV / SalesReq g
Tibet Huayu Mining 601020.SS$1.83B-48%-22%23%9.4×n/a
Zijin Mining 601899.SS$109B-15%+16%30%2.3×-10.2%
Jiangxi Copper 600362.SS$14.3B-29%+14%4%0.2×n/a
China Nonferrous Mining 1258.HK$5.73B-19%+11%28%1.3×-14.6%

How Tibet Huayu Mining 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.

Tibet Huayu Mining against its 20 peers (data as of 6 Nov 2026)
Measure601020.SSPeer medianRank in peer set
1-month return-22.9%+0.9%lowest of 21
6-month return-48.0%+3.6%lowest of 21
Distance from 52-week high-64.8%-22.7%2nd lowest of 21
Revenue growth (TTM)-22.3%+6.4%2nd lowest of 21
Operating margin22.9%6.7%2nd highest of 19
EV / Sales9.4×1.4×4th most expensive of 21
ROIC minus cost of capital-4.2 pp+1.0 pp5th lowest 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
Tibet Huayu Mining 601020.SSChina$1.83B-48%-22%23%9.4×n/an/a
Inaba Denkisangyo 9934.TJapan$1.82B-4%+15%8%0.4×-11.9%+8.5%
Pengxin International Mining 600490.SSChina$1.85B-32%-20%n/a2.1×6.6%-17.2%
Happinet 7552.TJapan$1.82B+133%+19%3%0.6×-4.1%+11.1%
Jiangxi Tungsten Rare and Precious Equipment 600397.SSChina$1.86B-13%-92%n/a40.7×n/an/a
Travis Perkins TPK.LUnited Kingdom$1.86B+28%0%3%0.4×8.5%+4.3%
AGTech 8279.HKHong Kong$1.78B+109%+24%8%10.2×-14.9%+36.3%
ARE 5857.TJapan$1.89B+1%+38%7%0.8×2.0%+29.4%
Arteche Lantegi Elkartea ART.MCSpain$1.77B-36%+11%14%3.1×7.2%+13.9%
Dalrymple Bay Infrastructure DBI.AXAustralia$1.92B+6%+11%29%5.5×7.8%+104.8%
BIC Cameras 3048.TJapan$1.94B+10%+7%4%0.3×-8.2%+4.5%
Anhui Xinhua Media 601801.SSChina$1.72B-3%-16%4%0.3×n/an/a
Norinco International Cooperation 000065.SZChina$1.72B-23%-21%9%1.0×-5.1%+1.1%
Currys CURY.LUnited Kingdom$1.97B+16%+6%2%0.2×4.3%-2.2%
Shanghai Xinhua Media 600825.SSChina$2.03B+118%+1%-1%8.4×44.5%+2.3%
Distribution Solutions DSGRUnited States$1.62B+27%+6%4%1.2×15.5%+41.3%
Hillman Solutions HLMNUnited States$1.62B+6%+6%6%1.6×17.9%+2.6%
Xinjiang Zhongtai Chemical 002092.SZChina$1.57B-41%+7%3%1.4×-4.2%-19.5%
DXP Enterprises DXPEUnited States$2.18B-10%+11%9%1.3×6.6%+14.9%
Electrolux Professional EPRO-B.STSweden$1.52B+20%-4%10%1.4×4.9%+10.9%
ZheJiang Dong Ri 600113.SSChina$1.48B-46%-1%16%13.1×38.5%+7.6%

Questions

Who are Tibet Huayu Mining's main competitors?
Named competitors: Zijin Mining (601899.SS), Jiangxi Copper (600362.SS), China Nonferrous Metal Mining (1258.HK). The cockpit's measured peer set (industry) also includes Inaba Denkisangyo (9934.T), Pengxin International Mining (600490.SS), Happinet (7552.T), Jiangxi Tungsten Rare and Precious Equipment (600397.SS), Travis Perkins (TPK.L), AGTech (8279.HK).
Is Tibet Huayu Mining expensive compared with its peers?
On ev / sales it trades at 9.4× against a peer median of 1.4×, 4th most expensive of 21 in its peer set.
How has Tibet Huayu Mining stock performed?
Over six months to 6 Nov 2026 the shares returned -48.0% against +3.6% for the median peer; over one year -48.4%.

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.