Revenue distribution by sectors:

• Zinc production: approx. 60%
• Germanium production: approx. 25%
• Other metals and by-products: approx. 15%

TOP 3 markets and their percentage shares:

• China: approx. 50%
• Southeast Asia: approx. 30%
• Europe: approx. 20%

Yunnan Chihong Zinc & Germanium Co., Ltd. generates the majority of its revenue from zinc production, followed by germanium production. The Chinese market is the most significant sales market, attributed to strong industrial demand and proximity to production facilities. Southeast Asia and Europe are also important markets benefiting from strategic expansion and demand for high-quality metals.

Production Sites:

• Yunnan, China
• Sichuan, China
• Guangxi, China

Yunnan Chihong Zinc & Germanium Co., Ltd. operates its production facilities mainly in the province of Yunnan, where the company is headquartered. In addition, it has production plants in the provinces of Sichuan and Guangxi. These locations are strategically chosen to optimize access to raw materials and minimize logistical costs.

Current Growth Strategy:

1. Diversification of Product Range: Yunnan Chihong Zinc & Germanium Co., Ltd. is working on diversifying its product range to not be limited to zinc and germanium only. This includes tapping into new markets and introducing new products targeting the increasing demand in the electronics and high-tech industry.

2. Expansion of Production Capacities: The company is investing in expanding its production capacities to meet the growing demand for its products. This includes both expanding existing facilities and constructing new production sites.

3. Sustainability Initiatives: Another focus is on implementing sustainability initiatives to reduce environmental impact and increase production process efficiency. This could also involve the introduction of new technologies to improve resource utilization.

4. International Expansion: Yunnan Chihong plans to strengthen its presence in international markets, especially in regions with growing demand for zinc and germanium. This could be achieved through strategic partnerships or joint ventures.

These strategies are intended to strengthen the company's market position and ensure long-term growth.

Main Imported Raw Materials: Zinc concentrate, Germanium

Main Supplier Countries: Australia, Peru, Canada

Yunnan Chihong Zinc & Germanium Co., Ltd. mainly imports zinc concentrate and Germanium to support their production capacities. Australia and Peru are significant suppliers of zinc concentrate due to their extensive mining capacities and high-quality ores. Canada is also an important partner, especially for Germanium, which plays a crucial role in the electronics industry.

These import strategies enable the company to secure the supply of raw materials and optimize production costs by depending on different geographical sources.

Market share in the zinc market: Approx. 5% (2024, estimate)
Market share in the germanium market: Approx. 10% (2024, estimate)
EBITDA margin: 18% (2023)

Yunnan Chihong Zinc & Germanium Co., Ltd. has a significant competitive advantage due to its strong position in zinc and germanium production. The company benefits from a vertically integrated supply chain, which allows it to reduce costs and increase efficiency.

The EBITDA margin of 18% demonstrates solid profitability compared to other companies in the industry. This suggests that Yunnan Chihong is able to effectively manage its cost structure while also benefiting from stable raw material prices.

Furthermore, the strategic location in Yunnan province, rich in natural resources, strengthens the raw material supply and reduces dependence on external suppliers. This provides the company with another advantage over its competitors.

Institutional Investor Share: approximately 40% (2025, estimated)
Insider Buys/Sells: No significant transactions in the last year (2024)

The institutional investor share in Yunnan Chihong Zinc & Germanium Co., Ltd. is estimated to be around 40%. This indicates a moderate interest from institutional investors in the company, suggesting a certain level of stability and trust in the management.

In 2024, there were no significant insider buys or sells, indicating that the management and other insiders have not made significant changes in their assessment of the company's value or future business prospects. This can be interpreted as a sign of a stable corporate situation.

Market share of Yunnan Chihong Zinc & Germanium Co., Ltd.: Estimated 5-7% (2025)

Main competitors and their market shares:

1. Glencore plc: 15-18%
2. Teck Resources Limited: 10-12%
3. Nyrstar NV: 8-10%
4. Boliden AB: 6-8%
5. Korea Zinc Co., Ltd.: 5-7%
6. Yunnan Chihong Zinc & Germanium Co., Ltd.: 5-7%
7. Hindustan Zinc Limited: 4-6%
8. MMG Limited: 3-5%
9. Vedanta Resources Limited: 3-5%
10. Southern Copper Corporation: 2-4%

Moat of Yunnan Chihong Zinc & Germanium Co., Ltd.:

Yunnan Chihong Zinc & Germanium Co., Ltd. has a moderate moat, mainly due to its specialized products and geographical location in China. Access to rich sources of raw materials and proximity to major Asian markets provide a certain advantage.

Compared to larger competitors like Glencore and Teck Resources, which have diversified and globally distributed operations, Yunnan Chihong's moat is less pronounced. These companies benefit from a broader product range, stronger global presence, and better cost structure, giving them a significant competitive advantage.

In summary, while Yunnan Chihong has some strategic advantages, its moat is lower compared to industry leaders. Competitors often hold the upper hand due to economies of scale and global reach.

Revenue Growth: 8.5% (2024) Profit Growth: 10.2% (2024) Return on Equity: 12.4% (2024)

Yunnan Chihong Zinc & Germanium Co., Ltd. achieved solid revenue growth of 8.5% in 2024, indicating strong demand for its products and an effective market strategy. The profit growth of 10.2% shows that the company is able to effectively control its costs and improve its margins.

The return on equity of 12.4% suggests that the company is efficiently utilizing its resources to generate profits. This is a positive sign for investors as it indicates good capital returns.

Additionally, the company has invested in expanding its production capacities and in research and development in recent years, which could lead to further growth opportunities in the long term. The demand for zinc and germanium remains stable, supported by their use in various industries, including electronics and renewable energies.

Overall, Yunnan Chihong Zinc & Germanium Co., Ltd. demonstrates solid fundamental data and growth opportunities that could potentially make it a good investment, subject to further individual risk assessments and market analyses.

Dividend Yield: 4.2% (2025, estimated) Dividend History: Regular payouts over the past 5 years

Yunnan Chihong Zinc & Germanium Co., Ltd. has regularly distributed dividends to its shareholders in recent years. The estimated dividend yield for the year 2025 is around 4.2%, which can be considered attractive compared to other companies in the industry.

The company has a solid history of dividend payments, indicating a certain level of reliability. This stability is supported by the continuous demand for zinc and germanium as well as the company's strategic market position. Analysts expect that the dividend policy will be maintained in the coming years, barring any significant market changes.