Industry Revenues:

1. Mining and Raw Materials: 60%
2. Chemical Products: 25%
3. Renewable Energies: 15%

TOP 3 Markets:

1. China: 50%
2. USA: 20%
3. Europe: 15%

The Zangge Mining Company Limited generates the majority of its revenues from mining and raw material extraction, especially in the field of lithium production, which is important for batteries in electric vehicles and other technologies. The chemical sector also contributes significantly, as the company produces chemical derivatives and products used in various industries.

China remains the largest market for Zangge Mining, driven by strong demand for lithium and other raw materials for the domestic industry. The USA and Europe follow as important export markets, also benefiting from the growing demand for renewable energies and sustainable technologies.

Production Sites:

• Qinghai, China
• Tibet, China

Zangge Mining Company Limited is mainly engaged in the production of lithium and other minerals. Its most significant production sites are located in the province of Qinghai, especially in the Chaidamu Basin, which is rich in natural resources. Additionally, the company also has operations in Tibet, where it is developing further mineral deposits. These sites are strategically chosen to benefit from the region's abundant natural resources and to keep production costs low.

Strategic Growth Focus: Diversification and International Expansion

Zangge Mining Company Limited is pursuing a strategy of diversification and international expansion to secure future growth. In recent years, the company has increased its investment in expanding its lithium production to benefit from the rising demand for lithium-ion batteries, primarily driven by electromobility.

Additionally, Zangge Mining has started to strengthen its presence in international markets, particularly through partnerships and joint ventures in regions with abundant lithium reserves. These steps are intended not only to expand the company's resource base but also to enable access to new markets and technologies.

Through these strategic measures, Zangge Mining aims to strengthen its market position and achieve long-term profitable growth.

Main Imported Raw Materials: Lithium, Copper

Countries of Origin: Chile, Australia, Democratic Republic of the Congo

Zangge Mining Company Limited is a significant player in the extraction and processing of raw materials, especially in the lithium and copper sectors. The company mainly imports lithium and copper, which are essential for its production processes.

Chile and Australia are leading exporters of lithium, making them important partners for Zangge Mining. The Democratic Republic of the Congo is a significant supplier of copper, which also plays a central role in the company's activities. These countries provide a reliable supply of the required raw materials due to their extensive natural resources and established mining industries.

Market share in lithium production: 6% (2024)

EBITDA margin: 35% (2024)

Zangge Mining Company Limited has established itself as a significant player in the lithium production sector in recent years. With a market share of around 6% in 2024, the company is among the larger producers in this sector. This position gives Zangge a certain competitive advantage, especially in a market characterized by increasing demand for lithium for batteries and renewable energy.

The EBITDA margin of 35% in 2024 indicates an efficient cost structure and strong operational performance. This profitability enables the company to invest in research and development and expand its production capacities, which could further strengthen its competitive advantage in the long term.

In addition, Zangge benefits from strategic partnerships and a diversified raw material base, which mitigate the risk of price fluctuations in the commodity market. Together, these factors give the company a solid competitive edge in the industry.

Institutional Investor Share: Estimated at 40% (2025)

Insider Buys/Sells: No significant transactions reported (2025)

The institutional investor share in Zangge Mining Company Limited is estimated to be around 40%. This indicates a moderate interest of institutional investors in the company, which may suggest confidence in the long-term development and stability of the company.

In 2025, no significant insider buys or sells were reported. This could indicate that the management and other insiders are satisfied with the current valuation of the company or do not expect any short-term changes.

Market share of Zangge Mining Company Limited: Estimated 8% (2025)

Top competitors and their market shares:

1. Albemarle Corporation: 15%
2. SQM (Sociedad Química y Minera de Chile): 12%
3. Ganfeng Lithium Co., Ltd.: 10%
4. Tianqi Lithium Corporation: 9%
5. Zangge Mining Company Limited: 8%
6. Livent Corporation: 7%
7. Orocobre Limited: 6%
8. Mineral Resources Limited: 5%
9. Pilbara Minerals Limited: 4%
10. Galaxy Resources Limited: 3%

Moat of Zangge Mining Company Limited:

Zangge Mining Company Limited has a moderate moat, mainly attributed to its strategic lithium reserves and efficient production methods. Access to high-quality raw material sources and the ability to produce cost-effectively provide the company with a certain competitive advantage.

Compared to competitors, Albemarle Corporation has the strongest moat, supported by a wide product range, global presence, and strong research and development capabilities. SQM and Ganfeng Lithium also have significant advantages through vertical integration and strategic partnerships.

Zangge Mining must continue to invest in innovation and efficiency to strengthen its moat and compete with the larger players in the industry.

Revenue Growth: 10% (2024) Profit Growth: 8% (2024) Lithium Production: 25,000 tons (2024)

Zangge Mining Company Limited recorded a revenue growth of 10% in 2024, attributed to increased demand for lithium. The company improved its profit margins through production efficiency enhancements, leading to an 8% profit growth.

The company's strategic focus on the lithium sector, especially given the rising demand for batteries in electric vehicles, positions Zangge Mining well for future growth. The production of 25,000 tons of lithium in 2024 demonstrates the company's ability to benefit from this trend.

In the long term, Zangge Mining's stock could be an attractive investment, especially if the demand for lithium continues to rise and the company further expands its production capacities. However, potential investors should also consider the volatility of the commodity market and regulatory risks.

Dividend Yield: 4.2% (estimated for 2025)
Dividend History: Continuous payouts over the last 5 years

Zangge Mining Company Limited has been paying a consistent dividend in recent years. The estimated dividend yield for 2025 is around 4.2%, which can be considered attractive compared to industry standards.

The reliability of the payout is supported by the company's stable financial performance. Additionally, Zangge Mining has not suspended any dividend payments in the last five years, indicating a solid dividend policy. Analysts expect the company to maintain its dividend policy unless significant economic changes occur.