中化新网讯 8月21日，中国可持续发展工商理事会第二十一届可持续发展新趋势报告会在京举行。与 会专家指出，能源、石化、化工、钢铁等重工业企业正在加速拥抱新能源变革，绿色低碳技术产品和服 务将是塑造企业新核心竞争力的重要领域。 世界可持续发展工商理事会会长兼CEO贝德凯在视频致辞中表示，中国在能源转型方面的领导地位已得 到全球认可，凭借世界领先的清洁能源投资和不断增长的可再生能源产能，中国正在推动重工业的低碳 化，并重塑全球供应链标准。 国家发展和改革委员会原副秘书长苏伟指出，企业推进低碳产业发展是实现能源转型和节能降碳的重要 支撑。截至2022年，全球上市公司利润前2000名的企业中，有824家已经承诺净零排放目标，将绿色低 碳与企业品牌、发展战略深度融合，这其中涵盖了钢铁、锂、石化、化工、电解铝等重工业领域。 中国宏观经济研究院能源研究所副所长孙颖提出，我国能源转型变革的目标就是加快建设新型能源体 系，并从能源消费电气化、能源供应低碳化、能源供需互动化、产业科技装备化、能源治理现代化等方 面分析了新型能源体系的特征。 "在全球能源转型的大浪潮中，中国坚定不移推动能源消费革命、能源供给革命、能源技术革命、能源 ...

Core Viewpoint - Zijin Mining has announced a significant reduction in copper production guidance for its Kamoa-Kakula copper mine in the Democratic Republic of Congo due to flooding caused by damaged underground pumping facilities, impacting the company's overall revenue and profit expectations for 2025 [2][5][6]. Group 1: Production Impact - The Kamoa-Kakula copper mine's production guidance for 2025 has been revised down from 520,000-580,000 tons to 370,000-420,000 tons due to flooding in the eastern section of the mine [2][5]. - The company expects a corresponding reduction in its copper equity production for 2025 by 44,000 to 93,000 tons [6][7]. - The mine experienced multiple seismic events leading to structural failures, which contributed to the flooding [3][4]. Group 2: Financial Implications - The Kamoa-Kakula mine is projected to contribute approximately 1.72 billion RMB to Zijin Mining's net profit in 2024, accounting for about 5.37% of the company's total net profit [4]. - The overall revenue and profit expectations for Zijin Mining in 2025 are likely to be negatively affected due to the production cut at the Kamoa-Kakula mine [6][7]. Group 3: Market Context - In 2024, Zijin Mining achieved a revenue of 303.64 billion RMB, with copper sales accounting for 27.98% of this revenue [6]. - The company is one of the top copper producers globally, with a production growth rate of 24% over the past five years [6]. - The global copper market is experiencing a tight balance between supply and demand, with rising prices driven by increased demand from both developed and developing economies [7][8]. Group 4: Strategic Developments - Zijin Mining is establishing a joint venture with Ajilan Brothers Mining Company in Saudi Arabia to explore and potentially mine mineral resources, including zinc, copper, and gold [8][11]. - The joint venture will be controlled jointly by Zijin Mining and Ajilan Mining, with Zijin holding a 51% stake [11].

Group 1 - The core viewpoint is that global copper mine growth is expected to fall short of projections for 2025 due to factors such as policy disruptions in mining countries, natural disasters, and declining ore grades [1][2] - The anticipated increase in copper mine output for 2025 is only 20-30 thousand tons, compared to the expected 50-60 thousand tons, highlighting the constraints on long-term supply growth [2] - The limited discovery of new copper mines over the past fifteen years and high capital expenditure requirements are significant barriers to increasing copper supply [2] Group 2 - Copper is positioned as a critical metal in the global energy transition and industrial development, with demand expected to grow significantly [3] - Global refined copper demand is projected to reach 2729 thousand tons, 2806 thousand tons, and 2876 thousand tons from 2025 to 2027, with year-on-year growth rates of 2.8% [3] - A continuous supply-demand gap is anticipated from 2025 to 2027, with deficits of 10 thousand tons, 7 thousand tons, and 37 thousand tons, indicating an expanding long-term gap [3] Group 3 - The financial attributes of copper, combined with a low inventory level and a weak dollar, are expected to drive copper prices higher, with projections of LME copper prices reaching $9500, $10000, and $10500 per ton from 2025 to 2027 [3] - The industry is advised to focus on copper mining companies with good resource reserves and growth potential, as well as mature mining companies with stable production and high dividends [3]

11月26日 ，备受瞩目的 bauma CHINA 2024 上海国际工程机械、建材机械、矿山机械、工程车辆及设备博览会 在上海新国际博览中心 盛！大！开！幕！ 本届展会以" 追光而遇 万象生辉 "为主题，展览总面积 超过33万平方米 ，共汇聚 32个国家和地区的3,542家参展商 。展商数量 创历史新高，其中 国际品牌超过700个 ；德国、意大利、土耳其等国家展团重装亮相。预计将有来自 160多个国家和地区的超20 万名专业观众与全球买家 亲临观展，国际"朋友圈"持续扩容。作为全球工程机械行业盛会，bauma CHINA 2024将全方位呈现工 程机械产业技术革新与时代新品，洞悉行业趋势与发展风向，为推动行业进步与国际交流合作增添强大动能。 展会首日上午，一场别开生面的"中国龙"主题开幕酒会隆重举行。龙头跃动，激昂热场，行业代表及媒体朋友相聚一堂，共同 见证了这万众瞩目的时刻。开幕酒会由 慕尼黑展览（上海）有限公司总经理、大中华区首席执行官徐佳女士 主持。 在为期的四天展会上， 2,800+新产品 将扎堆亮相，新模式、新动能集中呈现。中国工程机械龙头企业将借助bauma CHINA这一 国际舞台彰显其全球化 ...