Xin Lang Cai Jing·2025-09-26 08:47Core Insights - China Nonferrous Metal Construction Co., Ltd. (CNMC) held a specific institutional research meeting with five organizations, including CITIC Securities and Huaxia Fund, to discuss its business and future plans [1] - The company reported a revenue of 5.292 billion yuan for the first half of 2025, a year-on-year increase of 6.9%, and a net profit attributable to shareholders of 441 million yuan, up 40% from the previous year [1] Group 1: Company Overview - CNMC was established in 1983 and listed on the Shenzhen Stock Exchange in 1997, evolving from a single foreign engineering contracting firm to a comprehensive international nonferrous metal enterprise covering the entire industry chain [1] - The company has obtained a mining license for 1.65 million tons per year, increasing its production capacity from 990,000 tons per year, with plans to enhance profitability through project development [1] Group 2: Future Development Plans - In the resource sector, CNMC aims to actively pursue resource development opportunities along the "Belt and Road" initiative, focusing on medium to large-scale projects with service lifespans of over 15 years [2] - The engineering contracting business benefits from brand recognition in over 40 countries, with a commitment to providing customized services and leveraging technical and management advantages [2] - Key projects include a copper smelting plant in Kazakhstan with a contract value of approximately 141.36 million USD, and an electrolytic aluminum project in Vietnam valued at around 57.24 million USD, both expected to positively impact the company's performance [2] Group 3: Strategic Positioning - The company's strategic focus is on resource development primarily in lead and zinc, while expanding into other nonferrous varieties [2] - CNMC aims to strengthen its overseas EPC (Engineering, Procurement, and Construction) platform and enhance internal industry chain integration and business collaboration [2] - The future strategy emphasizes a dual-driven approach of "resources + engineering," with the engineering sector targeting overseas markets and the resource sector focusing on increasing reserves and production [2]