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Sinomine Resource Group (002738) Fair Value & Analysis

Basic Materials · CN · Market cap 45.7B CNY

Price¥62.84
Fair Value¥16.72
Upside-73.4%
Quality93/100
Evidence: High Range ¥13.06 – ¥20.80

Fair value as of: Jun 25, 2026

Analysis

Sinomine Resource Group (002738) currently trades at ¥62.84, while our model-based Fair Value estimate is ¥16.72 — implying the stock looks roughly 73.4% overvalued today. We read business quality at 93/100 (high quality), in the Basic Materials sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium — the entry price still matters most (evidence: high).

About the company

Sinomine Resource Group Co., Ltd. engages in the development and utilization of lithium-ion battery raw materials in China and internationally. The company offers cesium and rubidium chemicals; technical services for Pollucite; battery-grade lithium hydroxide, battery-grade lithium carbonate, and battery-grade lithium fluoride; and geo-technical services. It is also involved in hard rock lithium ore development; lithium concentrates processing; production and sale of lithium compounds; mining property development; and trade of lithium, cesium, chromium, beryllium, tantalum, and other mineral products. The company was formerly known as Sinomine Resource Exploration Co., Ltd. and changed its name to Sinomine Resource Group Co., Ltd. in August 2018. Sinomine Resource Group Co., Ltd. was founded in 1999 and is headquartered in Beijing, China.

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Frequently asked questions

Is Sinomine Resource Group (002738) undervalued?
As of Jun 25, 2026, our model estimates a fair value of ¥16.72 versus a price of ¥62.84 — about −73% (overvalued). Model-based estimate, not financial advice.
What is the fair value of 002738?
Our 21-model fair value for Sinomine Resource Group is ¥16.72 (as of Jun 25, 2026), built from audited fundamentals. The current price is ¥62.84.
What is the quality score of 002738?
Sinomine Resource Group has a Quality Score of 93/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data — nothing guessed.

Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.