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Companies Materials 000633.SZ
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000633.SZ Shenzhen Stock Exchange Specialty Mining & Metals

000633.Sz

¥6,31
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Mcap
2,4B CNY
P/E
EV / Rev
Div yield
0,00 %
Op margin
3,0 %
ROE
3,8 %
Net margin
2,6 %
Debt / equity
0,97
Beta
52w range
Volume
Day range
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Next earnings
Ex-dividend
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About

The company operates in the specialty mining and metals industry, focusing on the extraction and processing of non-ferrous metals, primarily through its operations in China.

Business. The company operates in the specialty mining and metals industry, focusing on the extraction and processing of non-ferrous metals, primarily through its operations in China.

Classification92 %
SectorBasic Materials
Business sectorMineral Resources
IndustrySpecialty Mining & Metals
Generated · model-assisted
Sell-side consensus
consensus pending
— buy— hold— sell
Avg 12m price target
Upcoming events
— missing data
See all catalysts →

At a glance

Score
59
composite score
Valuation
valuation pending
Analysts
not yet wired
Ownership
not yet wired
Profitability
3,8 %
return on equity
Quality
57
quality score (0-100)

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning 000633.
  • Sector rotation

    Sector1D1Mvs mkt
    Communication Services+2,2 %−5,5 %+1,5 %
    Materials · THIS SECTOR+2,2 %+3,2 %+1,4 %
    Energy+0,9 %+5,2 %+0,1 %
    Health Care+0,7 %−1,3 %+0,0 %
    Consumer Discretionary+0,3 %+9,2 %−0,4 %
    Information Technology+0,2 %+8,1 %−0,6 %
    Financials−0,5 %−3,0 %−1,2 %
    Consumer Staples−0,6 %+3,3 %−1,4 %
    Real Estate−0,7 %+10,9 %−1,4 %
    Industrials−1,1 %−0,3 %−1,8 %
    Utilities−1,9 %+28,2 %−2,6 %

    Developing storylines

    No tracked sagas currently linked to 000633.SZ. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-07-24 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionFederal Reserve rate decision (press conf.)2026-07-29 · US
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Composite score59 / 100
    Composite score 0-100 · Data quality 0,57
    Data quality0,57 / 1.00

    Synthesis

    Business

    The company operates in the specialty mining and metals industry, focusing on the extraction and processing of non-ferrous metals, primarily through its operations in China.

    Classification92 %
    SectorBasic Materials
    Business sectorMineral Resources
    IndustrySpecialty Mining & Metals
    AI synthesis
    GENERATED

    The company maintains a capital structure with a debt-to-equity ratio of 0.97, indicating a moderate reliance on debt financing. Its liquidity position is characterized by a current ratio of 2.03, suggesting the company has sufficient short-term assets to cover its short-term liabilities. However, the company's net cash position is negative after subtracting total debt, which raises concerns about its liquidity risk.

    Profitability metrics show a return on equity (ROE) of 3.83% and a return on assets (ROA) of 1.65%, both of which are below the industry median for specialty mining and metals. The company's gross profit margin is 12.16%, and its operating margin is 3.04%, indicating that it is generating relatively low returns on its operations compared to industry peers.

    The company's revenue is primarily concentrated in China, with no significant geographic diversification reported. The lack of geographic diversification increases the company's exposure to local economic and regulatory conditions, which could impact its long-term stability and growth potential.

    The company's growth trajectory is mixed. While it reported a revenue of 291,580,230 CNY in the latest period, the outlook for the current fiscal year suggests a decline in revenue compared to the previous year. The company's capital expenditure was negative at -6,060,270 CNY, indicating a reduction in investment in new projects or infrastructure, which may affect its long-term growth prospects.

    The company faces several risk factors, including liquidity concerns due to its negative net cash position and a high debt-to-equity ratio. The risk assessment indicates a medium level of liquidity risk and a low level of dilution risk. The company has not issued any new shares recently, and there is no indication of near-term dilution pressure.

    Recent events, including the company's latest financial filings, show a decline in earnings, with a reported net income of 7,571,690 CNY. The company's free cash flow of 40,917,970 CNY suggests it is generating positive cash from operations, but the negative capital expenditure indicates a lack of reinvestment in the business. The company's price-to-earnings ratio of 301.61 is significantly higher than the industry median, suggesting that the stock may be overvalued relative to its earnings.

    Key takeaways
    • The company has a moderate debt-to-equity ratio of 0.97, indicating a balanced capital structure.
    • The company's ROE of 3.83% and ROA of 1.65% are below the industry median, suggesting lower profitability.
    • The company's revenue is concentrated in China, increasing its exposure to local economic and regulatory conditions.
    • The company's free cash flow is positive, but its capital expenditure is negative, indicating a lack of reinvestment in the business.
    • The company's liquidity risk is medium, and its dilution risk is low, with no near-term pressure for share issuance.

    Bull / Bear case

    analysis pipeline
    — missing data

    In focus — financials by report

    Valuation

    Market price
    ¥6,31
    Market cap
    ¥2.28B
    Enterprise value
    ¥2.48B
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    85.2x
    P / B
    11.6x
    P / Tangible book
    11.6x
    Tangible book
    ¥197.6M
    Net cash
    -¥192.3M
    Current ratio
    2.0
    Debt / equity
    1.0
    ROA
    1.7%
    ROE
    3.8%
    Cash conversion
    384.0%
    CapEx / revenue
    -2.1%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    — missing data

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskMedium
    Filing-based flags
    • Net cash is negative after subtracting total debt.

    Benchmarks vs cohort

    Op Margin3,0 %Above median
    Net Margin2,6 %Above median
    ROE3,8 %Above median
    Capex / Rev-2,1 %Above median
    D/E0,97Bottom quartile
    Cash Conv3,84Best in class

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Ev To Operating Cash Flow
      enterprise_value / operating_cash_flow
    • Return On Equity
      net_income / total_equity
    • Price To Earnings
      market_price / (net_income / shares_outstanding_diluted)
    • Price To Book
      market_price / (adjusted_book_value / shares_outstanding_diluted)
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Market Price
      input from market-data provider (delayed close or quote-shim mid)
    Source documents
    • 000633.SZ Market data — financials · 2026-05-26
    • Xinjiang Hejin Holding Co Ltd Market data — analyst estimates · 2026-05-26

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    000633.SZCanonical
    Shenzhen Stock Exchange · CNY

    Intel & risk

    What changed

    4 tracked-field change(s) detected vs prior analysis; max severity: medium.

    • Dilution risk— → lowlow
    • Liquidity risk— → mediumlow
    • Activity— → Specialty Mining & Metalsmedium
    • Economic sector— → Basic Materialsmedium
    vs prior analysis today
    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskMedium
    Net cash is negative after subtracting total debt.

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    — missing data
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-07-24 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage