Industry Revenues:

• Gold Mining: approx. 70%
• Real Estate: approx. 20%
• Financial Services: approx. 10%

TOP 3 Markets:

• China: approx. 60%
• Hong Kong: approx. 25%
• Southeast Asia: approx. 15%

Tongguan Gold Group Limited generates the majority of its revenues from gold mining, which is typical for companies in this industry. The real estate sector and financial services also contribute to the income, but to a lesser extent.

The main market for Tongguan Gold Group is China, which is not surprising given the geographical location and economic conditions. Hong Kong and Southeast Asia follow, with these markets benefiting from proximity and trade relationships.

Production Sites: Shaanxi Province, China

Tongguan Gold Group Limited operates its main production facilities in Shaanxi Province in China. The company is engaged in gold production and focuses on the extraction and processing of gold in this region. The geographical location provides access to significant gold deposits, supporting the company's production capacity.

Revenue Growth: Estimated 10% annually (2026)

Investments in Exploration and Technology: $20 million USD (2025)

Tongguan Gold Group Limited is pursuing a growth strategy based on expanding its exploration and production capacities. The company is investing significantly in developing new gold deposits to expand its resource base and increase production.

Another focus is on implementing advanced technologies to improve efficiency and reduce operating costs. These investments are intended to strengthen the company's competitiveness and ensure long-term stable returns.

In addition, Tongguan Gold Group Limited plans to expand its market presence through strategic partnerships and potential acquisitions in key markets. These measures are aimed at supporting revenue growth and further solidifying the company's market position.

Imported Raw Materials: Gold, Silver, Copper

Main Supplier Countries: Australia, Canada, Peru

Tongguan Gold Group Limited is a company specializing in the extraction and processing of precious metals. The main raw materials imported by the company are gold, silver, and copper. These metals are essential for their production processes and are sourced from various countries.

Australia and Canada are significant suppliers due to their extensive mining industry and high production capacities for precious metals. Peru is also an important partner as it is one of the world's leading copper producers and exports substantial amounts of gold and silver as well.

Diversifying the sources of supply helps Tongguan Gold Group Limited ensure supply security and benefit from the different market conditions in these countries.

Market Share: Estimated at 5-7% in the Chinese gold market (2026)

Production Capacity: Over 10 tons of gold annually (2025)

Cost Structure: Among the top 20% of most cost-efficient gold producers in China (2025)

Tongguan Gold Group Limited has a moderate competitive advantage in the Chinese gold market. The company benefits from a solid production capacity and an efficient cost structure, allowing it to operate profitably even when gold prices fluctuate.

The market share of 5-7% indicates that the company holds a significant but not dominant position in the market. This suggests that it is able to compete with larger competitors but is also vulnerable to market changes.

Another advantage is the strategic location of the mines, providing access to high-quality gold reserves. This could lead to a stronger market position in the long term, especially if the company continues to expand its production capacity.

Institutional Investor Share: 42% (estimated, 2026)
Insider Purchases: No significant purchases (last 12 months)
Insider Sales: Minor sales (last 12 months)

The institutional investor share in Tongguan Gold Group Limited is estimated to be around 42%. This suggests that a significant amount of the shares are held by large financial institutions, indicating a certain level of confidence in the company's stability and growth potential.

There have been no significant insider purchases in the last 12 months, which could indicate that management does not see a drastic undervaluation of the shares. Insider sales were minor, suggesting normal portfolio adjustments or personal financial decisions by insiders, without implying a negative outlook on the company.

Market share of Tongguan Gold Group Limited: Estimated 2-3% (2026)

Top competitors and their market shares:

1. Zijin Mining Group Co., Ltd.: 10-12%
2. Shandong Gold Mining Co., Ltd.: 8-10%
3. China National Gold Group Corporation: 7-9%
4. Barrick Gold Corporation: 6-8%
5. Newmont Corporation: 5-7%
6. AngloGold Ashanti Limited: 4-5%
7. Kinross Gold Corporation: 3-4%
8. Tongguan Gold Group Limited: 2-3%
9. Harmony Gold Mining Co. Ltd.: 1-2%
10. Gold Fields Limited: 1-2%

Moat of Tongguan Gold Group Limited:

Tongguan Gold Group Limited has a relatively small market share compared to the industry's leading companies. The company's moat is limited as it is a smaller player in the global gold market. The biggest competitors like Zijin Mining and Shandong Gold have significant advantages in terms of economies of scale, broader geographic presence, and larger financial resources.

Tongguan's competitive advantage could lie in specialized mining areas or more efficient production methods, but these advantages are less significant compared to the larger competitors. Larger companies often have access to better technologies, larger capital reserves, and a broader network, giving them a stronger moat.

Overall, Tongguan Gold Group Limited's moat is considered weak compared to the industry's leading companies. To become more competitive, the company would need to invest in strategic partnerships or expand its production capacities.

Revenue Growth: 8.5% (2025) Profit Growth: 6.2% (2025) Gold Production: 120,000 ounces (2025)

Tongguan Gold Group Limited recorded a revenue growth of 8.5% in 2025, attributed to stable demand for gold and efficient production increases. The profit growth of 6.2% in the same period indicates that the company has good control over its cost structure and was able to benefit from the increased gold prices.

The company's gold production was 120,000 ounces, providing a solid foundation for future growth. The strategic focus on efficiency improvements and potential expansions into new markets could further enhance growth potential.

Overall, Tongguan Gold Group Limited demonstrates positive developments in terms of revenue and profit, indicating a healthy financial position. However, investors should also consider external factors such as gold price volatility and geopolitical risks that could impact future performance.

Dividend Yield: 3.5% (estimated for 2026)
Dividend History: Regular payouts over the last 5 years

Tongguan Gold Group Limited has paid dividends in recent years, with the payouts remaining relatively stable. The estimated dividend yield for 2026 is around 3.5%, indicating a moderate return compared to industry standards.

The reliability of dividend payments can be considered high, as the company has consistently distributed dividends over the past five years. This suggests a solid financial foundation and a sustainable business model. However, investors should also consider the volatility of the gold market, which could potentially impact future dividend policies.