Chen Jinghe

The energy transition requires enormous amounts of copper (for electric vehicles, renewable energy, grid infrastructure), and Zijin's low-cost copper production growth positions it well for this structural demand increase. Zijin stands out among Chinese mining companies for its international footprint and M&A expertise. Key stock drivers include gold and copper prices, production growth across key mines (particularly Kamoa-Kakula ramp-up), new acquisition pipeline, operating costs and mine grades, geopolitical risks in operating jurisdictions (DRC, Serbia), lithium project development, Chinese economic activity driving metals demand, and the energy transition copper demand thesis. Chen Jinghe founded Zijin Mining in 1993 in Fujian province and has served as its Chairman since inception, building it from a regional gold miner into a top-ten global mining company by production across gold, copper, and zinc. His acquisition-driven growth strategy — prioritizing assets in politically complex jurisdictions where Western miners are reluctant to operate — has delivered access to world-class ore deposits at below-replacement-cost valuations.