China Hongqiao Group Ltd
China Hongqiao Group Ltd is a leading aluminum producer in China, primarily engaged in the mining, smelting, and processing of aluminum products, generating revenue through the sale of primary aluminum and value-added aluminum products.
Business. China Hongqiao Group Ltd (1378.HK) is a basic materials company operating in the aluminum industry, primarily engaged in mining activities. The firm is listed on the Hong Kong Stock Exchange. Specific details regarding its operating segments and geographic distribution are not provided in the available data.
Analyst recommendations
17 analysts · consensus BuyAt a glance
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- Macro
- 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
- Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
- Macro & political
- ElectionSE Swedish Election2026-09-14 · SE
- ElectionUS U.S. Midterms2026-11-03 · US
- ElectionFR French Legislative2027-06-01 · FR
Pre-earnings brief
Signals & dispatch
Composite-score breakdown
Synthesis
China Hongqiao Group Ltd (1378.HK) is a basic materials company operating in the aluminum industry, primarily engaged in mining activities. The firm is listed on the Hong Kong Stock Exchange. Specific details regarding its operating segments and geographic distribution are not provided in the available data.
China Hongqiao Group Ltd operates with a capital structure that includes a large number of basic and diluted shares outstanding, both at 9,923,049,841 shares. The company's liquidity risk could not be assessed due to the absence of balance-sheet inputs and no going-concern language in the source documents. This lack of liquidity data makes it difficult to evaluate the company's short-term financial flexibility.
In terms of profitability, the company's performance is expected to be benchmarked against the preferred metrics of the Aluminum industry, which typically include metrics such as EBITDA margins, return on invested capital (ROIC), and operating cash flow per share. However, without specific financial ratios or performance data provided, a direct comparison to industry medians is not possible at this time.
The company's revenue is primarily concentrated in the domestic Chinese market, with a significant portion of its operations and sales tied to the domestic aluminum industry. This concentration may expose the company to regional economic fluctuations and regulatory changes affecting the aluminum sector in China.
Looking ahead, the company's growth trajectory is expected to be influenced by the demand for aluminum in China and globally. Analysts have provided a mean price target of 44.33 CNY and a median price target of 45.00 CNY, indicating a generally positive outlook. However, the absence of detailed revenue history and forward-looking guidance limits the ability to quantify the expected growth rate.
The company's risk profile is characterized by low dilution potential, as indicated by the low dilution risk rating. However, the lack of liquidity data and the absence of a clear capital structure analysis make it challenging to fully assess the company's financial risk. Additionally, the company's reliance on the domestic market may expose it to regulatory and geopolitical risks, particularly in the context of China's evolving economic policies.
Recent events and filings have not provided significant new information about the company's operations or financial status. The absence of recent transcripts or detailed filings means that the company's strategic direction and operational performance remain largely opaque to external observers.
- China Hongqiao Group Ltd is a major player in the Chinese aluminum industry, with a strong domestic market presence.
- The company's liquidity risk is currently unassessable due to missing balance-sheet data and no going-concern language in source documents.
- Analysts have a generally positive outlook, with a mean price target of 44.33 CNY and a median price target of 45.00 CNY.
- The company's growth is expected to be driven by domestic and global demand for aluminum, though specific growth rates are not quantified.
- The company's low dilution risk is a positive factor, but its reliance on the domestic market may expose it to regulatory and geopolitical risks.
Bull / Bear case
Generated · model-assistedIn focus — financials by report
Revenue ¥162.35B, +4,0% YoY; Operating income +1,0% YoY.
- ▍Revenue ¥162.35B, +4,0% YoY
- ▍Operating income +1,0% YoY
- ▍Net income +1,2% YoY
- ▍Free cash flow 0,0% YoY
- ▍Net margin 13.9%
Revenue ¥156.17B, +16,9% YoY; Operating income +88,8% YoY.
- ▍Revenue ¥156.17B, +16,9% YoY
- ▍Operating income +88,8% YoY
- ▍Net income +95,2% YoY
- ▍Free cash flow +11,1% YoY
- ▍Net margin 14.3%
Revenue ¥133.62B, +1,5% YoY; Operating income +22,6% YoY.
- ▍Revenue ¥133.62B, +1,5% YoY
- ▍Operating income +22,6% YoY
- ▍Net income +31,7% YoY
- ▍Free cash flow +415,7% YoY
- ▍Net margin 8.6%
Revenue ¥131.70B, +15,0% YoY; Operating income −40,3% YoY.
- ▍Revenue ¥131.70B, +15,0% YoY
- ▍Operating income −40,3% YoY
- ▍Net income −45,9% YoY
- ▍Free cash flow −126,5% YoY
- ▍Net margin 6.6%
Revenue ¥114.49B; Operating income ¥26.18B.
- ▍Revenue ¥114.49B
- ▍Operating income ¥26.18B
- ▍Net margin 14.0%
Valuation FY
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Predictor forecast
| Metric | Our forecast | Guidance | Consensus |
|---|---|---|---|
| EPS | —no estimate | —no estimate | 3,42 |
| Revenue | —no estimate | —no estimate | 173,4B CNY |
| Operating income | —no estimate | —no estimate | 51,4B CNY |
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consensus EPS · 26-week trendSell-side observations
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Physical assets
9 tracked| Asset | Type | Commodity | Country | Role |
|---|---|---|---|---|
| Ketapang Smelter power station | Power | Coal | Indonesia | Parent |
| Ketapang Smelter power station | Power | Coal | Indonesia | Parent |
| Ketapang Smelter power station | Power | Coal | Indonesia | Parent |
| Ketapang Smelter power station | Power | Coal | Indonesia | Parent |
| Ketapang Smelter power station | Power | Power | Indonesia | Parent |
| Ketapang Smelter power station | Power | Power | Indonesia | Parent |
| Ketapang Smelter power station | Power | Power | Indonesia | Parent |
| Ketapang Smelter power station | Power | Power | Indonesia | Parent |
| Simandou Block 1 & 2 Mine | Iron ore mine | Iron Ore | Guinea | Parent |
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- China Hongqiao Group Ltd Market data — financials · 2026-05-26
- China Hongqiao Group Ltd Market data — analyst estimates · 2026-05-26