紫金矿业-非交易路演要点

#1 Geopolitical and operational risks in DRC: While investors are concerned about the conflict in northeast Congo, management noted that Zijin's operations are in southern Congo, ~2000km away. Capital controls in the country remain – mining companies must repatriate 60% of export earnings back to DRC. The company believes the major bottleneck in its DRC operations lie in electricity supply. Zijin has been working on hydro and solar power plants in order to resolve the power issue. #2 Lowered lithium volume ...