China Nonferrous Mining Corp. Ltd. · HKEX:1258
China Nonferrous Mining — Investor Presentation (August 2026)
27 slides from China Nonferrous Mining's investor presentation, August 2026
Slide 1: Company Presentation
Company Presentation China Nonferrous Mining Corporation Limited August 2026
Slide 2: Disclaimer
Disclaimer ◼ This document (the “Document”) has been prepared by China Nonferrous Mining Corporation Limited (the “Company”) solely for informational purposes in connection with the current investor communication. ◼ The information contained herein has not been independently verified. No representat
Slide 3: Contents
Contents 01 Company Overview 03 02 Industry Trend 09 03 Competitive Advantages 13 2
Slide 4: Company Overview
ap THAEWWARAA) China Nonferrous Mining Corporation Limited Company Overview
Slide 5: Company Overview: Robust and High-Potential Integrated Copper Producer
Company Overview: Robust and High-Potential Integrated Copper Producer The first Chinese enterprise to enter Africa’s A world-leading vertically integrated copper producer mining sector ◼ China Nonferrous Mining Corporation Limited (the “Company”, 1258.HK) is the earliest 2026 Chinese enterprise to
Slide 6: Diversified Profit Model Built on a Deep-Rooted Presence in Central and Southern Africa
Company Overview: Diversified Profit Model Built on a Deep-Rooted Presence in Central and Southern Africa ◼ The Company adopts an integrated business model that provides a strong foundation for sustained profitability: Unlike peers that typically operate independent mines, the Company conducts its p
Slide 7: Robust Central SOE Backing as the Exclusive Overseas Copper-Cobalt Development Platform
Company Overview: Robust Central SOE Backing as the Exclusive Overseas Copper-Cobalt Development Platform ◼ The Company’s controlling shareholder is China Nonferrous Metal Mining (Group) Co., Ltd., which is a large central SOE wholly owned by the SASAC of the State Council and the first enterprise i
Slide 8: Diversified Pyrometallurgical + Leaching Business Model with Clear Edge in Vertical Integration
Company Overview: Diversified “Pyrometallurgical + Leaching” Business Model with Clear Edge in Vertical Integration External Self-owned Self-owned External supplier oxide mine sulphide mine supplier Oxide ore and copper Oxide ore Sulphide ore mixed ore concentrate Processing plant Copper concentrate
Slide 9: One of the Chinese Companies with the Highest Total Copper Output Overseas
Company Overview: One of the Chinese Companies with the Highest Total Copper Output Overseas The Company’s output of main products has risen steadily year by year, demonstrating resilience in the face of multiple challenges, including fluctuations in the global mining market, a complex and ever-chan
Slide 10: Industry Trend
4p THREW WARAA) China Nonferrous Mining Corporation Limited Industry Trend
Slide 11: Pricing Dynamics: Copper Prices Pivot to an Ascending Phase from 2024
Pricing Dynamics: Copper Prices Pivot to an Ascending Phase from 2024, Anticipated to Hold Firm over the Mid-to-Long Term Since 2024, copper prices have been on an upward trend Major banks are optimistic about future copper prices US$/t Spot Settlement Price: 15,000 Given the current escalating tens
Slide 12: Demand Dynamics: Global Refined Copper Demand Grows Steadily
Demand Dynamics: Global Refined Copper Demand Grows Steadily, with the Share of New Energy Applications Continuing to Rise Global refined copper consumption continues to grow Global copper demand growth will remain generally stable steadily, and is projected to reach 32 Mt by 2030 1,000t 10,000t Nor
Slide 13: Supply Dynamics: New Production Capacity Is Gradually Coming Online
Supply Dynamics: New Production Capacity Is Gradually Coming Online, and Mine Output Continues to Grow Global mine output continues to grow, with the growth rate Short-term copper mine supply remains stable, with new expected to pick up after 2025 supply gradually being released 10,000t DRC US Peru
Slide 14: Competitive Advantages
03 Competitive Advantages 13
Slide 15: Competitive Advantages
Competitive Advantages 1 Resource Base: Abundant copper resources and predictable reserve expansion 2 Technical Strength: Proven technical and project- development capabilities 3 Business Model: Integrated value chain and leading gross margins Shareholder Support: Core “Go Global” platform with comp
Slide 16: Resource Base: Abundant Copper Resources and Predictable Reserve Expansion
Resource Base: Abundant Copper Resources and Predictable Reserve Expansion ◼ China Nonferrous Mining is an integrated copper producer with exploration, mining, ore processing, leaching, smelting and sales capabilities. Multiple undeveloped mines, including Luanshya Main, Kambove West, MSESA, Samba a
Slide 17: Resource Base: Abundant Copper Resources and Predictable Reserve Expansion (Continued)
Resource Base: Abundant Copper Resources and Predictable Reserve Expansion (Continued) Overview of New and Ongoing Projects Project Name Project Description Est. Annual Output Former core mine, with c.33mt high-grade ore above 2% and 1.18mt CNMC Luanshya New Mine copper resources. Shallow project ex
Slide 18: Technical Strength: Proven Technical and Project-development Capabilities
Technical Strength: Proven Technical and Project-development Capabilities Advanced technology develops idle Counter-cyclical acquisitions and efficient Disciplined acquisitions support continued assets into profitable assets operations deliver superior operating profits expansion The Company origina
Slide 19: Robust Business Model: Integrated Value Chain and Leading Gross Margins
Robust Business Model: Integrated Value Chain and Leading Gross Margins With an integrated mining, processing and metallurgy value chain, diversified earnings sources and effective hedging against copper price volatility, the Company has strong cyclical resilience and industry-leading stable profita
Slide 20: Shareholder Support: Core Go Global Platform with Comprehensive Support
Shareholder Support: Core “Go Global” Platform with Comprehensive Support CNMC Group, the Company’s controlling shareholder, is one of the 100 central state-owned enterprises directly supervised by SASAC and among the earliest Chinese non-ferrous metals groups to implement the “Go Global” strategy.
Slide 21: Local Government & Community Relations: Long Local Presence and ESG Practices
Local Government & Community Relations: Long Local Presence and ESG Practices China Nonferrous Mining was among the earliest Chinese mining enterprises in Zambia, with 27 years in Zambia and 13 years in the DRC. 1996 1998 2010 2019 2021 2023 As early as 1996, Registered NFC Africa The Company’s Zamb
Slide 22: Local Government & Community Relations: Long Local Presence and ESG Practices (Continued)
Local Government & Community Relations: Long Local Presence and ESG Practices (Continued) The Company integrates sustainability principles into corporate strategy and operations, upgrading ESG from basic compliance to value creation. Corporate Governance Environment Social Responsibility Compliance
Slide 23: Stable Returns: Consistent Dividend Distribution and Industry-leading Dividend Yield
Stable Returns: Consistent Dividend Distribution and Industry- leading Dividend Yield The listed company’s dividend payout ratio has remained The listed company’s average ROE has exceeded stable at around 40% in recent years 17% in recent years 40% 40% 40% 42% 42% 40% 26.91% 19.48% 16.45% 15.84% 17.
Slide 24: Risk Management: Prudent Risk Management and Very Low Gearing
Risk Management: Prudent Risk Management and Very Low Gearing ◼ Based on the realities of global mining operations, China Nonferrous Mining is committed to building a comprehensive and rigorous risk management system to ensure effective implementation. Each subsidiary conducts quarterly risk monitor
Slide 25: Risk Management: Prudent Risk Management and Very Low Gearing (Continued)
Risk Management: Prudent Risk Management and Very Low Gearing (Continued) ◼ The Company maintains a prudent financial policy, with gearing far below the industry average. ◼ Ample financial resources provide a strong buffer for project construction, dividends and other capital expenditures, supportin
Slide 26: Lean Team: Experienced Management and Deep Localization
Lean Team: Experienced Management and Deep Localization 01 Seasoned Management 02 Team with Strong Expertise Experienced ◼ Led by the Board Chairman, China Nonferrous Management Comprehensive Track Record Across the Full Value Chain Mining’s management team has extensive experience, with all members
Slide 27: THANKS
PRA RA We PRA A) China Nonferrous Mining Corporation Limited THANKS
China Nonferrous Mining — Investor Presentation (August 2026) on 6ix