Tibet Huayu Mining Co., Ltd. Announces Robust 2025 Outlook
On January 27, 2026, Tibet Huayu Mining Co., Ltd. (stock code 601020) released a formal earnings‑forecast statement, projecting a sharp rise in 2025 net profit that exceeds 200 % compared with the previous year. The announcement, issued under announcement number 临 2026‑007, was approved by the board and its directors, who affirmed the accuracy of the disclosure and assumed full legal responsibility for its content.
2025 Profit Forecast
| Metric | 2024 Actual (CNY m) | 2025 Forecast (CNY m) | YoY % |
|---|---|---|---|
| Net profit attributable to shareholders | 253.32 | 800 – 900 | 215.8 % – 255.3 % |
| Net profit excluding non‑recurring items | 252.60 | 380 – 480 | 50.4 % – 90.0 % |
The company anticipates gross annual earnings of 80 – 90 billion yuan and a profit before extraordinary items of 38 – 48 billion yuan, a rise of roughly 13–23 billion yuan from 2024. These figures translate into earnings per share of 0.32 CNY last year versus an estimated 1.28 – 1.44 CNY in 2025.
Drivers of the Upswing
Market Demand and Prices The announcement cites a sustained bullish trend in the domestic and international non‑ferrous metals market. Elevated prices for both precious and base metals have propelled revenue growth across the company’s core segments.
Non‑Recurring Income A significant component of the projected lift stems from the re‑valuation of a 40 % equity stake in Asia Pacific Mining. The fair‑value gain realized at the acquisition date is treated as non‑recurring, thereby inflating the 2025 net‑profit figures.
Operational Efficiency While the notice does not detail operational metrics, it implies that the company’s mining and processing operations have maintained robust throughput, supported by stable commodity prices.
Market Context
The forecast places Tibet Huayu Mining among a cohort of A‑share companies that are projecting multi‑fold earnings growth in 2025. Sohu’s commentary highlights several peers—such as Ningbo Fubang, Yiqiu Resources, and Jianguo Group—whose forecasts similarly surpass four‑fold increases. In the broader market, the Shanghai Stock Exchange’s indices recorded modest gains on the day, while ETFs experienced notable intraday volume shifts.
Notably, the company’s stock opened lower on January 27, reflecting sector‑wide caution in the non‑ferrous metals space. However, the robust earnings outlook suggests that the stock’s valuation could improve as the market digests the forecast and the underlying fundamentals strengthen.
Forward‑Looking Perspective
Given the magnitude of the projected earnings surge, Tibet Huayu Mining is positioned to become a leading player within China’s non‑ferrous metals sector. The company’s focus on gold, silver, and other base metals—combined with an expanding portfolio of solid mineral surveys—provides a resilient revenue base. Moreover, the substantial non‑recurring gains from equity stake re‑valuations reinforce the upside potential, although they are not expected to recur in subsequent years.
Investors should monitor the company’s quarterly disclosures for confirmation of revenue growth trajectories, margin stability, and any material changes in commodity price exposure. If the 2025 forecast materializes, the stock could command a price‑earnings multiple that aligns with or exceeds the current 34.55x ratio, reflecting the market’s appetite for high‑growth mining enterprises.
In sum, Tibet Huayu Mining’s 2025 earnings announcement signals a decisive turnaround, underpinned by favorable market conditions and strategic asset re‑valuation. The company’s trajectory offers a compelling case for investors seeking exposure to China’s vibrant non‑ferrous metals sector.
