Company Shenghe Resources Holding Co., Ltd

Equities

600392

CNE000001DZ5

Non-Gold Precious Metals & Minerals

Analysts' Consensus

Business Summary

Sales per Business

Sales per region

Managers

Members of the board

Share class

Shareholders

Holdings

Company contact information

Sector

Sales per Business

Sales per region

Ratings for Shenghe Resources Holding Co., Ltd

EPS Revisions

Quarterly revenue - Rate of surprise

Sector Rare Earth Minerals

End-of-day quote Shanghai S.E. Other stock markets 06:00:00 2024-04-24 pm EDT			5-day change	1st Jan Change
9.88 ^CNY	-0.40%		-6.08%	-2.95%

2023	Vital Metals Raises AU$5.9 Million from Share Issue	MT
2023	Western start-ups seek to break China's grip on rare earths refining	RE

Shenghe Resources Holding Co., Ltd is a China-based company principally engaged in the mining, smelting and separation, and deep processing of rare earth. The Company's main products portfolio consists of rare earth oxide, rare earth salts, rare earth metals, metal catalysts and molecular sieves. The Company distributes its products within domestic market and to overseas markets.

Number of employees: 2,090

CNY in Million	2021	Weight	2022	Weight	Delta
Rare Earth Metal 46.3 %	5,288	49.8 %	7,755	46.3 %	+46.64%
Rare Earth Oxide 26.2 %	2,352	22.2 %	4,397	26.2 %	+86.95%
Rare Earth Concentrate (Including Monazite) 20.4 %	1,987	18.7 %	3,426	20.4 %	+72.40%
Other Business 3.6 %	264	2.5 %	608	3.6 %	+130.13%
Others 1.0 %	230	2.2 %	171	1.0 %	-25.64%
Zircon Sand 0.9 %	256	2.4 %	157	0.9 %	-38.61%
Rare Earth Salts 0.6 %	159	1.5 %	99	0.6 %	-37.76%
Titanium Concentrate 0.5 %	52	0.5 %	90	0.5 %	+72.67%
Rutile 0.3 %	28	0.3 %	55	0.3 %	+98.29%

CNY in Million	2021	Weight	2022	Weight	Delta
China 95.6 %	10,036	96.9 %	15,442	95.6 %	+53.87%
International 4.4 %	317	3.1 %	708	4.4 %	+123.69%

Managers	Title	Age	Since
Xiao Wang CEO	Chief Executive Officer	50	-
Kang Li DFI	Director of Finance/CFO	39	22-04-21
Ping Huang BRD	Director/Board Member	58	-
Ze Song Hu BRD	Director/Board Member	62	13-01-25
Xiaolei Guo IRO	Public Communications Contact	40	14-01-31
Dong Mei Chen IRC	Investor Relations Contact	-	-
Shasha Lu PRN	Corporate Officer/Principal	50	-

Members of the board	Title	Age	Since
Xiao Wang CEO	Chief Executive Officer	50	-
Ze Song Hu BRD	Director/Board Member	62	13-01-25
Qi Li BRD	Director/Board Member	59	-
Wei Zhou BRD	Director/Board Member	44	22-04-21
Ping Huang BRD	Director/Board Member	58	-
Jin Song Zhang BRD	Director/Board Member	60	20-11-12
Shi Qiang Yan CHM	Chairman	51	19-04-24
Zhi Jun Han BRD	Director/Board Member	57	22-04-21
Ming Zeng CHM	Chairman	60	22-04-21
Hua Zhong BRD	Director/Board Member	35	22-04-21

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	1,752,826,570	1,124,409,110 ( 64.15 %)	0	64.15 %

Name	Equities	%	Valuation
Government of China 14.06 %	246,382,218	14.06 %	331 M ¥
Quan Gen Wang 6.691 %	117,289,498	6.691 %	158 M ¥
Ping Huang 5.492 %	96,271,094	5.492 %	129 M ¥
Sichuan Giant Star Enterprise Group Co., Ltd. 4.874 %	85,440,000	4.874 %	115 M ¥
Sichuan Geology & Mineral Resources Group Co. Ltd. 3.151 %	55,232,004	3.151 %	74 M ¥
Xiao Wang 1.165 %	20,425,746	1.165 %	27 M ¥
China Southern Asset Management Co., Ltd. 0.8283 %	14,518,080	0.8283 %	20 M ¥
Yaoquan Feng 0.4153 %	7,280,300	0.4153 %	10 M ¥
Harvest Fund Management Co., Ltd. 0.3455 %	6,056,792	0.3455 %	8 M ¥
Bosera Asset Management Co., Ltd. 0.2198 %	3,851,976	0.2198 %	5 M ¥

Name	Equities	%	Valuation
MP MATERIALS CORP. 7.70%	13,716,288	7.70%	196,142,918 $
PEAK RARE EARTHS LIMITED 19.70%	52,399,173	19.70%	6,666,223 $

Shenghe Resources Holding Co., Ltd.

7/F, Chengnan Tianfu 66 Shenghe 1st Road

610041, Chengdu

http://www.shengheholding.com

address Shenghe Resources Holding Co., Ltd(600392)

Trading Rating

Investor Rating

ESG Refinitiv

C+

More Ratings

Sell

Buy

Mean consensus

OUTPERFORM

Number of Analysts

Last Close Price

9.92 CNY

Average target price

13.3 CNY

Spread / Average Target

+34.12%

Consensus

Estimates Revisions

Company calendar

Basic Materials

Mineral Resources

Metals & Mining

Non-Gold Precious Metals & Minerals

Rare Earth Minerals

	1st Jan change	Capi.
SHENGHE RESOURCES HOLDING CO., LTD	-2.55%	2.4B
CHINA NORTHERN RARE EARTH (GROUP) HIGH-TECH CO.,LTD	+1.03%	9.75B
LYNAS RARE EARTHS LIMITED	-10.89%	3.87B
MP MATERIALS CORP.	-20.71%	2.8B
CHINA KINGS RESOURCES GROUP CO.,LTD.	+10.50%	2.49B
ARAFURA RARE EARTHS LIMITED	+15.15%	285M
NORDIC MINING ASA	+14.92%	196M
AUSTRALIAN STRATEGIC MATERIALS LTD	-21.65%	116M
RARE ELEMENT RESOURCES LTD.	-27.06%	97.11M
CHINA RARE EARTH HOLDINGS LIMITED	+4.55%	105M

Rare Earth Minerals