Zhaojin Mining Posts Strong 1H26 Earnings Growth Despite Lower Gold Output; Focus Shifts to Safety, Capacity Recovery

Bulletin Express09-18 17:05

Zhaojin Mining Industry Company Limited reported a resilient first-half 2026 performance, with revenue rising 29.38% year on year to RMB 9.02 billion, driven primarily by higher gold prices. Net profit expanded 18.50% to RMB 2.11 billion, while profit attributable to shareholders grew 9.61% to RMB 1.58 billion. Basic earnings per share increased to RMB 0.42, up 10.75%.

Gross profit jumped 42.51% to RMB 4.35 billion, lifting the margin to 48.18% from 43.74% a year earlier. The improvement came despite a 12.33% decline in total gold production to 12,526.34 kg after safety-related mine suspensions. Mine-site output fell 21.87% to 7,997.08 kg, partially offset by an 11.77% rise in smelting and tolling volumes to 4,529.26 kg. Domestic integrated cash cost climbed 49.39% to RMB 322.97 per gram on lower volumes, while overseas cost per ounce decreased 6.20% to USD 1,838.04 on higher output and efficiency gains at the Abujar mine.

Operating cash flow surged, lifting cash and cash equivalents 152.55% since year-end 2025 to RMB 4.61 billion, as the group prepared for upcoming debt repayments. Total assets reached RMB 61.04 billion, up 6.56%; total liabilities rose 8.19% to RMB 30.50 billion, resulting in a gearing ratio of 35.9%, down from 38.4% six months earlier. Net asset value per share improved to RMB 8.62.

The board did not declare an interim dividend. Capital expenditure reached RMB 1.46 billion, and exploration spend totalled RMB 92 million, adding 28.46 tons of gold resources. Key projects include capacity expansion at Abujar and the LION project overseas, alongside domestic developments at Dayingezhuang and other mines.

Corporate developments during the period featured leadership changes: Wang Leyi became Chairman in May, succeeding Jiang Guipeng, and was appointed executive director and authorised representative. In August, Li Guanghui was redesignated as executive director and named President. The group also redeemed RMB 2.00 billion of technological-innovation bonds and medium-term notes and issued RMB 2.00 billion of new tech-innovation bonds in July 2026.

Looking ahead, management plans to prioritise “safety and development,” expedite mine restarts, narrow the production shortfall, and leverage overseas capacity additions to stabilise annual output while maintaining strict cost control and further resource expansion initiatives.

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