Breaking Down Baiyin Nonferrous Group Co., Ltd. Financial Health: Key Insights for Investors

Headquartered in Baiyin, Gansu Province, state-owned Baiyin Nonferrous Group Co., Ltd. has grown from a regional miner into a global metals player with operations in Africa and South America, and in the first half of 2025 reported an operating income of ¥44.559 billion and a net profit of ¥433 million, underscoring its operational resilience as it pursues strategic transformation into new energy and new materials; the company combines a record production efficiency-95% in 2023-with a market capitalization of CN¥24.81 billion as of July 1, 2025, and has been recognized for leadership in investor and public relations by topping the A-share nonferrous industry BA Index in Q1 2025, all while committing to sustainability, innovation, integrity and global collaboration that drive its mission, vision and core values.

Baiyin Nonferrous Group Co., Ltd. (601212.SS) - Intro

• Established state-owned enterprise headquartered in Baiyin, Gansu Province, focused on mining, smelting, and processing of nonferrous metals (copper, lead, zinc, silver, gold).
• Global footprint with exploration, mining and processing operations including projects and partnerships in Africa and South America.
• Transitioning toward new energy and advanced materials through targeted capacity expansion and technological R&D.

• To provide high-quality nonferrous metal products while driving green transformation and long-term value for stakeholders.
• To integrate responsible mining practices, technological innovation, and stable supply of strategic metals for national and global industries.

• Become a leading international supplier of critical nonferrous and new-energy materials with low-carbon, circular production systems.
• Achieve sustainable growth by advancing upstream-to-downstream integration and smart manufacturing across the value chain.

• Safety and environmental responsibility - prioritized in all operations and investments.
• Innovation - continuous technological breakthroughs in metallurgy, materials science, and process optimization.
• Integrity and stakeholder trust - transparent investor relations and public communications.
• Customer focus - reliable supply and product quality for industrial and renewable-energy customers.

• Maintained positive net profitability in H1 2025 despite commodity price volatility-net profit ¥433 million while generating ¥44.559 billion revenue.
• Recognized leader in investor relations and public relations - led the A-share nonferrous industry BA Index in Q1 2025.
• Ongoing capacity expansion and technology upgrades in smelting and downstream processing to support new-material product lines.

• Accelerate R&D and commercialization of battery-grade and specialty nonferrous materials for the new-energy sector.
• Enhance environmental controls, tailings management, and energy efficiency to lower carbon intensity per tonne produced.
• Expand overseas resource diversification while optimizing domestic asset utilization and synergies.
• Strengthen investor transparency and market communication to support valuation improvement and stakeholder confidence.

Baiyin Nonferrous Group Co., Ltd. (601212.SS) - Overview

• Mission: To lead the nonferrous metals sector through sustainable practices, advanced metallurgy, and market-driven innovation.
• Vision: To be a preferred global supplier of high-performance nonferrous materials, enabling decarbonization and technological progress across industries.
• Core Values: Integrity, Safety, Innovation, Collaboration, and Efficiency.

• R&D focus: advanced aluminum and copper alloys, lightweight solutions for automotive electrification, corrosion-resistant specialty alloys for electronics and infrastructure.
• Innovation outcomes: introduction of high-strength aluminum alloys with improved formability and conductive copper variants tailored for EV motor and busbar applications.
• Investment channels: internal labs, regional metallurgy centers, and partnerships with universities and overseas technology firms.

• Energy strategy: shift to higher-efficiency smelting furnaces, waste-heat recovery, and gradual electrification of process heat to reduce scope 1 and 2 emissions.
• Product-level decarbonization: development of low-carbon metal offerings with lifecycle emissions tracking for major customers in automotive and electronics.
• Targets: multi-year roadmap targeting double-digit percentage reductions in CO2 intensity and increased recycled content across product lines.

• JV strategy: co-investments and technology-sharing agreements in Southeast Asia, Europe, and the Middle East to secure feedstock access and broaden downstream processing capabilities.
• Export growth: diversification into automotive supply chains in Europe and North America, leveraging alloy-grade certifications and just-in-time logistics.

• Corporate governance: adherence to Shanghai Stock Exchange disclosure requirements, internal controls, and third-party audits for environmental and financial reporting.
• Transparency initiatives: regular ESG disclosures, stakeholder dialogue, and public reporting on safety, emissions, and R&D outcomes.

Baiyin Nonferrous Group Co., Ltd. (601212.SS) - Mission Statement

• Global expansion and footprint: operations and project development across China, Africa, and South America to secure diversified resource bases and market channels.
• Technological leadership: targeted breakthroughs in new energy materials, battery metals, and high-performance alloys to support strategic transformation.
• Operational excellence: maintain and improve production efficiency - achieved a record 95% production efficiency in 2023.
• Environmental stewardship: implement low-carbon production processes, energy-efficiency upgrades, and climate-change mitigation policies across facilities.
• Investor and public relations leadership: enhance transparency and market communication, reflected in leading the A-share nonferrous industry BA Index in Q1 2025.

• Expand international mining & processing partnerships in Africa and South America to secure critical mineral supply.
• Scale capacity in new materials and battery-related products to meet rising EV and energy-storage demand.
• Drive R&D to shorten time-to-market for advanced materials and to lower unit energy consumption and emissions.

• Safety & Responsibility - prioritize employee and community safety while minimizing environmental impact.
• Innovation & Excellence - continuous improvement in processes, products, and technologies.
• Transparency & Trust - proactive investor relations and public disclosure practices.
• Sustainability & Long-termism - integrate low-carbon targets into capital projects and operations.
• Global Collaboration - leverage international partnerships for resilient supply chains.

• Capacity expansion in new-energy materials: phased investments to support EV and ESS markets.
• Industrial efficiency programs: continuous improvement projects that delivered a record 95% production efficiency in 2023.
• International resource diversification: joint ventures and offtake frameworks in Africa and South America.
• Enhanced investor engagement: strengthened disclosure and market communication, contributing to industry-leading index performance in Q1 2025.

Baiyin Nonferrous Group Co., Ltd. (601212.SS) - Vision Statement

• Integrity: Upholding transparency and ethical governance in procurement, production and investor communications to maintain stakeholder trust.
• Innovation: Sustained commitment to R&D-focusing on new alloys, process electrification and metallurgical technology-to elevate product performance and broaden downstream applications.
• Sustainability: Embedding environmental stewardship across operations through energy efficiency, emissions control and circular economy practices to reduce the company's carbon footprint.
• Excellence: Continuous improvement of operations and quality control, culminating in a production efficiency rating of 95% in 2023, a company historical high.
• Collaboration: Strengthening internal cross-functional teams and external partnerships with suppliers, customers and research institutions to accelerate solutions and market access.
• Global Leadership: Strategic international expansion with active project and sales footprints in Africa and South America to diversify markets and secure upstream resources.