中色股份(000758) - 2026年2月9日投资者关系活动记录表

Group 1: Company Overview - China Nonferrous Metal Construction Co., Ltd. is one of the earliest enterprises to "go global," established in 1983, and a leader in the internationalization of China's nonferrous metal industry [2] - The company focuses on international engineering contracting and nonferrous metal resource development, forming a full industry chain from exploration to operation [2] - The company operates in over 40 countries and regions, with significant projects in the Middle East, Africa, and Kazakhstan [2] Group 2: Engineering Contracting Business - The company has rich project development and management experience, with a global contractor ranking of 104 by ENR [2] - In 2025, the company signed new contracts worth 84.71 billion yuan, with an uncompleted contract amount of 338.43 billion yuan as of December 31, 2025, ensuring steady growth for the next 3-5 years [2] - The company is actively advancing the acquisition of the Raura project in Peru, which has a processing capacity of 1 million tons per year [3] Group 3: Resource Expansion and Production - The Raura project has a resource reserve of 161.37 thousand tons of zinc, 34.78 thousand tons of lead, and 1,872 tons of silver [3] - The company plans to expand the production scale of the Baiyin No. 1 lead-zinc mine from 99 thousand tons/year to 165 thousand tons/year by 2025 [3] - An investment of 1.74 billion yuan is planned for the expansion project, which includes new facilities and automation upgrades [3] Group 4: Market Value Management - The company emphasizes market value management and shareholder returns, with a cash dividend of 91.67 million yuan in 2024 [3] - The controlling shareholder increased their stake by approximately 2% in the secondary market [3] - The company received an A rating in the information disclosure evaluation for 2024-2025 from the Shenzhen Stock Exchange [3] Group 5: Future Development Outlook - The company aims to focus on "steady growth" and "high-quality development" in its 14th Five-Year Plan [3] - It will prioritize the smooth transition of the Raura project and enhance its competitive strength and profitability [3] - The goal is to become a high-level international benchmark enterprise with modern governance, efficient operations, and a strong brand in the nonferrous metal industry [3]