3 BRICS Mining Stocks Linked To Critical Minerals Demand

BRICS leaders are openly questioning the old playbook for trade, money and power, and that puts critical minerals and battery metals in the spotlight for anyone watching stocks. Policy shifts on currencies, sanctions and resource security can quickly change what looks risky or promising. This piece unpacks that story and highlights 3 stocks from our BRICS critical-minerals screener that appear positively exposed to the latest Delhi Declaration themes.

The three BRICS miners in focus below are only a starter sample from this theme. The full screen surfaced 72 more companies with equally detailed stories that are not covered here. To go beyond the shortlist and identify your own higher conviction ideas, head straight into the BRICS Critical-Minerals and Battery-Metals Producers screener.

Ganfeng Lithium Group (SZSE:002460)

Overview: Ganfeng Lithium Group is a Chinese pure-play lithium producer that supplies lithium chemicals, metals, batteries and recycling services across energy and electronics markets.

Operations: The group generates roughly CN¥36.1b of revenue from Mainland China and about CN¥1.7b from customers outside Mainland China.

Market Cap: CN¥88.8b

Ganfeng Lithium Group provides direct BRICS-linked exposure to lithium chemicals, batteries and recycling that feed electric vehicles and energy storage projects. The business is currently profitable and expanding through international lithium projects that are aligned with critical mineral supply priorities. Future returns depend in part on how pricing dynamics and project economics evolve in the lithium market.

Those project economics are exactly what the DCF valuation analysis for Ganfeng Lithium Group weighs, so you can see whether current pricing fully reflects lithium cycle risk and recovery potential.

Shenghe Resources Holding (SHSE:600392)

Overview: Shenghe Resources Holding is a Chengdu based rare earth producer that supplies concentrates, compounds, metals and mineral sands to high tech and green energy industries.

Market Cap: CN¥36.9b

Shenghe Resources Holding provides BRICS rare earth exposure in a market where BRICS leaders are openly prioritising critical minerals and supply security. Earnings were CN¥886.62 million on CN¥8,759.02 million in first half 2026 sales, while the stock trades on a 27.4x P/E that is below the wider Chinese market. Future returns depend on how one unseen pressure shapes rare earth pricing and margins.

That invisible pressure point is exactly what the 3 key rewards and 2 important warning signs is built to unpack, so you can see what might be masking the next move.

Chengxin Lithium Group (SZSE:002240)

Overview: Chengxin Lithium Group mines and processes lithium salts and metals in China, supplying battery grade materials for electric vehicles and energy storage.

Operations: Chengxin Lithium Group generates about CN¥9.4b of revenue from China and roughly CN¥1.4b from overseas customers.

Market Cap: CN¥23.8b

Chengxin Lithium Group provides direct BRICS lithium exposure, with Chinese upstream mining supplying lithium battery value chains. Recent CN¥7.4b first half sales support that theme. The stock trades on a P/E of around 24.6x and is described as sitting well below some fair value estimates. Potential future returns may depend on how one currently unseen pressure influences lithium-related profitability.

That hidden pressure is where the 4 key rewards and 3 important warning signs (1 is major!) comes into focus, helping you see whether Chengxin Lithium Group’s risk profile is quietly decoupling from expectations.

Seeking Alternatives Beyond BRICS Metals?

Fresh ideas move first. Breakout themes, quiet momentum and sectors still under the radar for now can get caught once the crowd piles in, so consider acting early.

• Identify cash generative businesses before the story spreads by scanning the list of solid balance sheet and fundamentals (194 results), while it still reflects quieter stages of institutional interest.
• Explore stronger income potential as yields shift by checking the 163 dividend fortresses and seeing which payouts still look sustainable while it matters.
• Follow the next leg of electrification by tracking producers in the 29 top copper producer stocks before copper supply and demand stories start driving headlines.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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