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002378.SZ Shenzhen Stock Exchange Unclassified

Chongyi Zhangyuan Tungsten Co Ltd

¥28,50
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Mcap
34,2B CNY
P/E
113,2x
EV / Rev
6,8x
Div yield
0,44 %
Op margin
5,9 %
ROE
8,0 %
Net margin
4,7 %
Debt / equity
1,04
Beta
52w range
Volume
Day range
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About

Chongyi Zhangyuan Tungsten Co Ltd operates in the Metals & Mining industry within the Materials sector, generating revenue through the extraction and processing of tungsten resources.

Business. Chongyi Zhangyuan Tungsten Co Ltd operates in the Metals & Mining industry within the Materials sector, generating revenue through the extraction and processing of tungsten resources.

Classification20 %
SectorUnclassified
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
113,2x
P/E
Analysts
not yet wired
Ownership
not yet wired
Profitability
8,0 %
return on equity
Quality
50
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 002378.
  • Sector rotation

    Sector1D1Mvs mkt
    Communication Services+2,2 %−5,5 %+1,5 %
    Materials+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 002378.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

    Score breakdown59
    Profitability+32
    Sentiment+30
    Risk penalty−3

    Synthesis

    Business

    Chongyi Zhangyuan Tungsten Co Ltd operates in the Metals & Mining industry within the Materials sector, generating revenue through the extraction and processing of tungsten resources.

    Classification20 %
    SectorUnclassified
    AI synthesis
    GENERATED

    (a) Capital structure and liquidity are characterized by high leverage and tight liquidity buffers. The company reports total liabilities of CNY 4.38 billion against total equity of CNY 2.34 billion, resulting in a debt-to-equity ratio of 1.04. Long-term debt stands at CNY 2.42 billion, which exceeds the total equity base. The current ratio is 1.27, indicating limited short-term liquidity headroom. Operating cash flow of CNY 158.9 million is insufficient to cover the capital expenditure of CNY 240.4 million, resulting in negative free cash flow of CNY 111.4 million. The risk assessment flags negative net cash after subtracting total debt, highlighting reliance on external financing or asset liquidation to meet obligations.

    (b) Profitability metrics reveal thin margins and low returns on capital. Revenue of CNY 5.20 billion yields a gross profit of CNY 831.7 million, implying a gross margin of approximately 16%. Operating income is CNY 335.2 million, leading to a net income of CNY 290.4 million. Return on equity is 8.02%, and return on assets is 2.79%, both indicating inefficient capital utilization relative to the high leverage employed. The valuation multiples are elevated, with a P/E ratio of 175.48 and an EV/EBITDA of 150.57, suggesting the market prices in significant future growth or scarcity value not currently reflected in earnings.

    Key takeaways
    • High leverage with a debt-to-equity ratio of 1.04 and long-term debt exceeding total equity.
    • Negative free cash flow of CNY 111.4 million due to capital expenditures outpacing operating cash flow.
    • Elevated valuation multiples (P/E 175.48, EV/EBITDA 150.57) despite low returns on equity (8.02%) and assets (2.79%).
    • Low dilution risk with no difference between basic and diluted share counts.
    • Medium liquidity risk flagged by a current ratio of 1.27 and negative net cash position.

    Bull / Bear case

    Generated · model-assisted
    BULL CASE · 2

    Free cash flow surged 42.5% year-over-year to 111.4 million CNY, demonstrating strong operational cash generation capabilities.

    Net income grew at a 3.5% CAGR over four years, showing resilience despite broader revenue volatility.

    BEAR CASE · 3

    The company faces high credit risk, posing a substantial threat to financial stability and potential default scenarios.

    Debt-to-equity ratio of 1.04 is in the bottom quartile of the cohort, indicating excessive leverage compared to peers.

    Net margin of 4.7% is below the cohort median of 5.27%, highlighting weaker profitability relative to industry standards.

    In focus — financials by report

    Annual
    ANNUALFiled 2024-04-22
    FY 2024 · Full-year highlights

    Revenue ¥3.40B, +6,2% YoY; Operating income −23,8% YoY.

    Revenue¥3.40B+6,2 % YoY
    Operating income¥173.9M−23,8 % YoY
    Net income¥144.0M−29,2 % YoY
    Free cash flow¥75.4M+54,1 % YoY
    EPS
    Operating cash flow¥187.2M−10,7 % YoY
    Financials
    Income statement
    Revenue¥3.40B
    Gross profit¥475.8M
    Operating income¥173.9M
    Net income¥144.0M
    Margins
    Gross margin14.0%
    Operating margin5.1%
    Net margin4.2%
    FCF margin2.2%
    Balance sheet
    Total assets¥4.88B
    Total liabilities¥2.84B
    Total equity¥2.04B
    Cash & equivalents¥354.1k
    Long-term debt¥2.01B
    Cash flow
    Operating cash flow¥187.2M
    CapEx-¥99.5M
    Free cash flow¥75.4M
    SBC
    P&L flow · revenue → net income
    Revenue ¥5.20BOperating costs ¥4.87BFinance ¥73.9MNet income ¥290.4M
    Highlights
    • Revenue ¥3.40B, +6,2% YoY
    • Operating income −23,8% YoY
    • Net income −29,2% YoY
    • Free cash flow +54,1% YoY
    • Net margin 4.2%

    Valuation FY

    Market price
    ¥28,50
    Market cap
    ¥32.88B
    Enterprise value
    ¥35.31B
    P/E
    113.2x
    Non-GAAP P/E
    EV / Revenue
    6.8x
    EV / Op income
    105.3x
    EV / OCF
    188.6x
    P / B
    14.1x
    P / Tangible book
    14.1x
    Tangible book
    ¥2.34B
    Net cash
    -¥2.42B
    Current ratio
    1.3
    Debt / equity
    1.0
    ROA
    2.8%
    ROE
    8.0%
    Cash conversion
    100.0%
    CapEx / revenue
    -2.5%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Copper Mining & Processing
    low · llm_fanout_v2
    Specialty Steel Products
    low · llm_fanout_v2

    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 Margin5,9 %Below median
    Net Margin4,7 %Below median
    ROE8,0 %Above median
    Capex / Rev-2,5 %Above median
    D/E1,04Bottom quartile
    Cash Conv1,00Below median

    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
    • Reference data
    How metrics are computed
    • Debt To Equity
      (short_term_debt + long_term_debt) / total_equity
    • Market Cap
      market_price * shares_outstanding_diluted
    • Ev To Revenue
      enterprise_value / revenue
    • Return On Assets
      net_income / total_assets
    • Price To Tangible Book
      market_price / (tangible_book_value / shares_outstanding_diluted)
    • Price To Earnings
      market_price / (net_income / shares_outstanding_diluted)
    Source documents
    • Chongyi Zhangyuan Tungsten Co Ltd Market data — financials · 2026-07-11

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    002378.SZCanonical
    Shenzhen Stock Exchange · CNY

    Intel & risk

    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
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2024-04-22 18:27 UTCEARNINGSAnnual results — FY 2024 Revenue CNY 3.40B · Net CNY 144.0M
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    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 · Reference data Premium coverage