What smart money is saying about Zijin Mining
2899.HK
No fund has written a full thesis on Zijin Mining in our archive, but 3 fund letters report a position in it — most recently Schafer Cullen Global High Dividend ADR in December 2025.
Get an email when a fund writes about it
3
Reported positions
0
Bought
0
Sold
4
Letters
Position history
Between Q3 2025 and Q4 2025, 3 fund letters reported a position in Zijin Mining, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q4 2025 | 2 | 0 | 0 | 0 |
| Q3 2025 | 1 | 0 | 0 | 0 |
Fund activity · 3 positions
- December 2025
“In China, Zijin Mining outperformed in the quarter driven by a significant increase in gold prices, a weaker US dollar, higher production volumes and improved operational efficiencies.”
Zijin Mining - December 2025
“In China/HK, Zijin Mining outperformed, supported by resilient gold prices amid geopolitical tensions and a weaker US dollar, while investor sentiment was reinforced by a late-December guidance upgrade that raised 2025 production and earnings expectations, alongside continued re-rating benefits from the Hong Kong listing of its international gold assets.”
Zijin Mining - September 2025
“In Materials, Zijin Mining outperformed in the quarter on the back of rising gold prices, while its successful Hong Kong IPO of its international gold assets proved to be an added tailwind.”
Zijin Mining
Also mentioned · 1
These funds discuss Zijin Mining — as a competitor, benchmark or comparable — without disclosing a position in it.
- June 2026
“Two decades ago, Atlas Copco, a Swedish mining technology company, was the largest holding in LTGG. At the time, around a quarter of the portfolio was invested in mining and resource companies, several of which went on to deliver very substantial returns. We have recently been revisiting this domain and our logic is simple. While AI token use can scale exponentially, the essential physical inputs to the AI buildout can only expand linearly; indeed, in areas such as copper, supply is barely responding to surging demand. The likes of Zijin Mining and Freeport-McMoRan deserve some more research work from us, as do MP Materials (America’s only fully-integrated rare-earth producer) and Cameco, a leading uranium supplier.”
Zijin Mining
Read the letters behind these Zijin Mining positions
Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves — and to Warren AI, which reads all of them for you.
View plans→Share this ledger