Baiyin Nonferrous Group (601212) Fair Value & Analysis
Basic Materials · CN · Market cap 41.7B CNY
Fair value as of: Aug 8, 2026
From 12 valuation models · updated 2 days ago
Fair value updated Aug 8, 2026, revised from ¥4.42 to ¥7.70 (+74.2%) since Jul 11, 2026. Share price +17.3% over the past month.
Below-average quality, screening 37% undervalued on our models.
What matters now
- The price is below even our cautious bear case (¥6.38). The market is more pessimistic than our downside scenario.
- Solid quality (45/100) at a price below fair value, the discount is the argument here, not the business quality.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 8, 2026.
How to read this chart
60‑month range ¥2.26 – ¥15.19 · fair‑value band ¥6.38 – ¥11.22 · the ¥5.63 price screens below the ¥7.70 fair value. Dashed = 300-day average. As of Aug 8, 2026.
Analysis
Baiyin Nonferrous Group (601212) currently trades at ¥5.63, while our model-based Fair Value estimate is ¥7.70, implying the stock looks roughly 36.8% undervalued today. The Quality Score stands at 45/100 (below-average quality), in the Basic Materials sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: medium), always confirm before acting.
Over the trailing twelve months, Baiyin Nonferrous Group generated revenue of 86.9B CNY at a net margin of -0.6%. Revenue grew 8.2% year over year. It earns a return on equity of 2.2%. Net debt stands at 9.1B CNY. Fundamentals as of Aug 8, 2026
Our scenario range runs from ¥6.38 (bear case) to ¥11.22 (bull case); at ¥5.63, the current price sits below that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 63% below its 52-week high and 91% above its 52-week low, currently below its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at -34% fair-value upside, at 37%, 601212 screens cheaper than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 12 models by family
Widest divergence: Multiples (¥6.48) versus Asset-Based (¥1.31). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 8, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 43 · Market factors (momentum, volatility) 36
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
Baiyin Nonferrous Group Co., Ltd. engages in the mining, beneficiation, smelting, rolling processing, and trading of non-ferrous metals in China. The company offers copper, zinc, lead, gold, and silver. Baiyin Nonferrous Group Co., Ltd. was founded in 1954 and is based in Baiyin, China.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Baiyin Nonferrous Group reported revenue of ¥85.5B in FY2025 versus ¥72.3B in FY2021, a compound +4.3%/yr. Reported net income was −¥755M in FY2025.
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Peer Group
Other Industrial Metals & Mining · 476 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Other Industrial Metals & Mining median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Other Industrial Metals & Mining stocks, each showing price versus our Fair Value estimate (as of Aug 8, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| BHP Group BHPN | 1,425 MXN | 942.42 MXN | -34% |
| Rio Tinto Group RIO | A$164.89 | A$81.76 | -50% |
| Grupo México, S.A. GMEXICOB | 199.23 MXN | 187.72 MXN | -6% |
| Vale S.A VALE | $14.19 | $9.14 | -36% |
| Saudi Arabian Mining Company 1211 | 58.05 SAR | 33.87 SAR | -42% |
| CMOC Group 603993 | ¥18.20 | ¥16.15 | -11% |
| Fortescue Ltd FMG | A$18.47 | A$18.62 | +1% |
| China Tungsten And Hightech Materials Co 000657 | ¥74.71 | ¥9.55 | -87% |
| Hindustan Zinc Limited HINDZINC | ₹521.95 | ₹576.80 | +11% |
| China Northern Rare Earth (Group) High-Tech Co 600111 | ¥39.56 | ¥10.59 | -73% |
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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.
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