Main Industries:

• Copper production: approx. 70%
• Precious metals and other metals: approx. 15%
• Processing and trading: approx. 15%

TOP 3 Markets:

• China: approx. 60%
• Asia (excluding China): approx. 20%
• Europe: approx. 10%

Jiangxi Copper Company Limited generates the majority of its revenue from copper production, which is not surprising as the company is one of the largest copper producers in China. In addition to copper, trading in precious metals and other metals also significantly contributes to the revenue.

The Chinese market is the dominant sales market for Jiangxi Copper, highlighting the strong dependence on domestic demand. Asia, excluding China, and Europe are also important markets that together account for a significant portion of the total revenue.

Main production sites:

1. Jiangxi, China
2. Guixi Smelter, China
3. Daye, China

Jiangxi Copper Company Limited is one of the largest copper producers in China. The company operates multiple production facilities, with the most significant being the Guixi Smelter in the Jiangxi province. This facility is one of the largest copper smelters globally and plays a central role in the company's production.

In addition, Jiangxi Copper operates other production plants in various parts of China, including Daye. These sites are strategically chosen to maximize both raw material supply and logistical efficiency.

Strategy for Future Growth:

1. Diversification of Product Range: Jiangxi Copper Company Limited plans to diversify its product range beyond copper to hedge against market volatility and explore new sources of revenue.

2. Sustainability and Green Technologies: The company is increasing its investment in sustainable mining practices and green technologies to reduce its ecological footprint and adapt to stricter environmental regulations.

3. International Expansion: Jiangxi Copper aims to enhance its presence in international markets, especially in regions with growing demand for copper and other metals.

4. Technological Innovation: The focus is on implementing new technologies to increase efficiency and reduce costs in order to enhance competitiveness.

These strategic initiatives are intended to secure the long-term growth and market leadership of Jiangxi Copper.

Copper Concentrate: Main Import Material
Main Supplier Countries: Chile, Peru, Australia

Jiangxi Copper Company Limited mainly imports copper concentrate, which is essential for their production processes. The main supplier countries for this material are Chile, Peru, and Australia, which are among the largest copper producers worldwide. These countries offer high-quality copper concentrate that is used for further processing in Jiangxi Copper's production facilities.

By strategically sourcing from these countries, the company ensures a stable supply of raw materials to maintain its production capacities and strengthen its market position.

Market share in copper production: Approximately 10% (2024, estimate)
Cost structure: Among the top 5 most cost-efficient producers worldwide (2023)
Technological investments: 5% of revenue in research and development (2023)

Jiangxi Copper Company Limited has a significant competitive advantage due to its strong position in the global copper market. With an estimated market share of around 10%, the company is one of the largest copper producers worldwide. This market position allows Jiangxi Copper to benefit from economies of scale and keep production costs low.

The company's cost structure is one of the most efficient in the industry, giving Jiangxi Copper an advantage over many competitors. The ability to produce copper at lower costs enables the company to remain profitable even in times of low copper prices.

Furthermore, Jiangxi Copper continuously invests in technological innovations and research, accounting for about 5% of their revenue. These investments strengthen their production capacities and improve efficiency, further solidifying their market position in the long term.

Institutional Investor Share: approximately 40% (estimated, 2025)
Insider Buys/Sells: No significant transactions reported (2025)

The institutional investor share in Jiangxi Copper Company Limited is estimated to be around 40%. This demonstrates the confidence of institutional investors in the company's long-term stability and growth potential.

In 2025, no significant insider buys or sells were reported. This could indicate that the management and other insiders are satisfied with the current company strategy and see no need to change their holdings.

Market share of Jiangxi Copper Company Limited: Estimated 8% (2025)

Top competitors and their market shares:

1. Codelco: 12%
2. Freeport-McMoRan: 10%
3. BHP Group: 9%
4. Jiangxi Copper Company Limited: 8%
5. Glencore: 7%
6. Anglo American: 6%
7. Southern Copper Corporation: 5%
8. Rio Tinto: 4%
9. Antofagasta: 3%
10. First Quantum Minerals: 2%

Moat of Jiangxi Copper Company Limited:

Jiangxi Copper Company Limited has a moderate moat, mainly due to its vertical integration and strong presence in the Chinese market. The company benefits from proximity to large copper resources and an efficient production chain, reducing costs and improving margins.

Compared to competitors, Codelco has the advantage of operating as a state-owned company in Chile, providing access to top-tier resources and political support. Freeport-McMoRan and BHP Group score points with their global presence and diversification into other commodities, enabling them to have a more stable cash flow.

Jiangxi Copper must continue to focus on innovation and efficiency improvements to expand its moat and compete with larger, globally diversified companies.

Revenue Growth: 8.5% (2024) Profit Growth: 10.2% (2024) Copper Production: 1.7 million tons (2024)

Jiangxi Copper Company Limited recorded a revenue growth of 8.5% in 2024, attributed to stable demand for copper and efficient production increases. The company's copper production reached 1.7 million tons, playing a significant role in meeting global demand.

The 10.2% profit growth in 2024 indicates that the company has good cost control and benefited from the increased copper prices. This positive trend could continue as demand for copper in the electronics and construction industries is expected to further rise.

In addition, Jiangxi Copper is investing in sustainable technologies and projects to improve its environmental footprint, which could lead to a stronger market position in the long term. Given these factors, the stock could be an attractive investment, especially for investors focusing on long-term growth in the commodity sector.

Dividend Yield: 3.5% (2024)
Dividend History: Continuous payouts over the last 5 years

Jiangxi Copper Company Limited has regularly distributed dividends to its shareholders in recent years. The dividend yield was approximately 3.5% in 2024, indicating an attractive payout policy.

The reliability of dividend payments is supported by the company's stable financial performance. Despite volatility in commodity markets, Jiangxi Copper has a solid balance sheet and a strong market position that allow the company to consistently pay dividends. Analysts expect the company to continue its dividend policy in the coming years, barring any significant market changes.