Zijin Mining Group Co., Ltd. Class A · SSE:601899
Zijin Mining Group Co., Ltd. Class A — H1 2026 Earnings Presentation
22 slides from Zijin Mining Group Co., Ltd. Class A's earnings presentation, August 2026
Slide 1: Growth Driven, Value Accretive
以增长驱动持续的价值创造 Growth Driven, Value Accretive 2026 Interim Results August 2026
Slide 2: Disclaimer
Disclaimer THIS PRESENTATION, ITS CONTENTS AND ANY INFORMATION PROVIDED AT THIS PRESENTATION ARE IN SUMMARY FORM FOR DISCUSSION PURPOSES ONLY AND MUST NOT BE RELIED UPON FOR ANY PURPOSE. THIS PRESENTATION IS NOT FOR RELEASE, PUBLICATION OR DISTRIBUTION, IN WHOLE OR IN PART, IN OR INTO THE UNITED STA
Slide 3: Company Overview
Company Overview |
Slide 4: Global Development and Footprint
Global Development and Footprint n Zijin Mining has evolved into a large multinational mining group with a global footprint, engaged in mineral resource exploration, development, engineering, and applied technology research. The Group operates over 30 large-scale mining assets across 17 overseas cou
Slide 5: Committed to Becoming a Globally Significant Producer of Green Minerals
Committed to Becoming a Globally Significant Producer of Green Minerals, Providing the Materials that Improve Standards of Living in a Low-Carbon Future Purpose — Mining for a Better Society Values — Value Creation and Development for All Strategic Objective — To Be a Green, High-Tech, Leading Globa
Slide 6: Why Zijin Mining: Sustainable Value Creation Driven by Growth
Why Zijin Mining: Sustainable Value Creation Driven by Growth End-to-End Know-How Across Sustained and Stable The World’s Fastest-growing Unique Diversified Portfolio of Commitment to High-Quality, Acquisition, Construction and Capabilities to Deliver High Mining Conglomerate New Energy Metals and G
Slide 7: Financial Review
Financial Review ) ZiJiN
Slide 8: Key Financial and Indicators Review
Key Financial and Indicators Review Revenue (RMB Bn) EBITDA (RMB Bn) Profit Before Tax (RMB Bn) Net Profit (RMB Bn) 2026H1 Gross Profit Contribution by Mineral Products +16%YoY +75%YoY +84%YoY +74%YoY 194.2 73.7 49.8 167.7 63.5 150.4 Gold Copper 42.2 28.6 98.5 95.7 31.6 31.9 34.5 25.2 24.6 41.70% 33
Slide 9: Our Industry Position in Mine-produced Gold Segment
Our Industry Position in Mine-produced Gold Segment n Zijin Mining Group is a member of the World Gold Council and committed to responsible gold ‑ mining practices. The Company’s gold resources and production volume rank among the top in major listed mining companies in China, and within the top fiv
Slide 10: Mine-produced Gold: Production Volume, Costs and Unit Price
Mine-produced Gold: Production Volume, Costs and Unit Price n 2026 H1, mine-produced gold output 47 tonnes (+13.4% YoY), growth primarily from Akyem (Ghana) and Raygorodok (Kazakhstan). Unit sales cost: RMB347/g (gold bullion), RMB199/g (gold concentrate). Driven by rising international gold prices,
Slide 11: Our Industry Position in Mine-produced Copper Segment
Our Industry Position in Mine-produced Copper Segment n Zijin Mining is committed to cleaner, more sustainable and responsible copper production. The Group has been the only mining company in Asia and China to produce over 1 Mt of mined copper for three consecutive years, ranking top‑ 4 globally. n
Slide 12: Mine-produced Copper: Production Volume, Costs and Unit Price
Mine-produced Copper: Production Volume, Costs and Unit Price n 2026 H1, the Company produced 530 kt of mined copper, down 5.7% YoY. Excluding Kamoa, mined-copper output stood at 480 kt, up 4.8% YoY, mainly driven by Julong Copper. n 2026 H1, Unit sales costs were RMB 24,480/t for copper concentrate
Slide 13: Lithium Carbonate: Production, Cost & Selling Price
Lithium Carbonate: Production, Cost & Selling Price n 2026 H1, the Company produced 43,596 tonnes of LCE lithium carbonate, surging 496% YoY. The lithium segment, dubbed the “third growth engine”, has delivered material‑ scale contributions. n 2026 H1, Unit sales costs stood at RMB 49,912/t for lith
Slide 14: Our Industry Position in Mine-produced Zinc Segment
Our Industry Position in Mine-produced Zinc Segment n Zijin Mining is China's largest and the world's fourth-largest producer of mine-produced zinc, with a comparative advantage in the development and profitability of low- grade zinc (lead) ore. 2025 Global Major Zinc Companies by Reserves (on equit
Slide 15: Other Mining and Smelting Products
Other Mining and Smelting Products n 2026 H1: Mined silver 229 t (+2.5% YoY); unit sales cost RMB2.28/g, average selling price RMB13.95/g (+144% YoY), gross margin 82.91% n 2026 H1 Capacity ramp‑ up of rare and precious strategic metals such as molybdenum, tungsten and tin. The comprehensive utiliza
Slide 16: Project Updates
Project Updates
Slide 17: Key Incremental Gold Mining Projects
Key Incremental Gold Mining Projects Zijin Gold International has become the key growth engine accelerating the Group’s gold business n Akyem Gold Mine in Ghana: The project is currently conducting a feasibility study on a technological renovation to expand the processing capacity by 3 Mtpa, potenti
Slide 18: Key Incremental Copper Mining Projects
Key Incremental Copper Mining Projects We have established major copper production bases in Tibet, Serbia, and the Democratic Republic of Congo n Tibet serves as our core domestic resource base and development area, with large-scale copper assets including Julong, Zhunuo, Xiongcun, Yulong, etc. Phas
Slide 19: Key Incremental Lithium Projects
Key Incremental Lithium Projects The Company plans to build lithium carbonate equivalent (LCE) production capacity of 270–320 kt by 2028, cultivating a new growth pillar and accelerating its development into one of the world’s leading lithium producers n Lakkor Tso Salar lithium project: Phase I (20
Slide 20: Strategic Planning
Strategic Planning
Slide 21: Production Guidance Over the Next Three Years (2026-2028)
Production Guidance Over the Next Three Years (2026-2028) 25-28E 23-25 25-28E 23-25 Production Guidance Production Guidance CAGR CAGR CAGR CAGR t 130-140 10kt 105 47 45 40-45 90 40 40 68 73 13%+ 15% 0.1%+ -8% 2023 2024 2025 2026E 2028E 2023 2024 2025 2026E 2028E 10kt 150-160 t 600-700 120 520 101 10
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