Research Report ResearchReport

4jul2024

Indian non-ferrous metal chinanon-feerrousmetals

Indonesian Chinese -funded miners bloom in the "Belt and Road"

IndonesianChinese-FundedMiningnterprisareBloominginThebeltandroid

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Indonesia's mining has played an important role in the national economy.Data from the Indonesian central bank shows,

Stock Name Rating Stock Name Rating 2023 Indonesia's GDP (GDP) reached 208.924 trillion Indonesian Shield (approximatelyUdabur Stock

Zijin Mining Outperform Chifeng Gold Outperform is 1.37 trillion US dollars), of which 9.3%of the mining -related industries account for GDP

Luoyang molybdenum Outperform Outperform

Niche exports 21%.

Indian aluminum Outperform Outperform

Shandong Gold Outperform tin industry Outperform

CICC Outperform's Outperform Outperform is closely cooperating with Indonesia in the mining industry.India is the main trading guy in Indonesia's mining

Tianqi Lithium Outperform Hunan Golden Outperform partners have signed a number of important agreements to deepen cooperation.For example, signed in 2019Ahmedabad Wealth Management

Tianqi Lithium Outperform East Sunshine Outperform's "China Indonesia Co -Promoting Regional Economic Cooperation Agreement" and 2015 "China and Indonesia Sea

Cloud Aluminum Outperform Outperform Strategic Agreement on Outperform.In 2022, China -India mineral import and export trade value reached 1490.9

The ore resources in Nanshan Aluminum Outperform OutperForm 100 million US dollars, a year -on -year increase of 19.8%.Among them, India exports 71.32 billion US dollars to Indonesia,Jinnai Wealth Management

Shenhuo's Outperform Outperform increased by 17.8%year -on -year; imports from Indonesia were US $ 77.77 billion, a year -on -year increase of 21.7%.India

Western Mining Outperform Yongxing Material Outperform

Enterprises' investment projects in Indonesia have continued to increase, involving steel, aluminum ore and copper mines

Ganfeng Lithium Outperform Outperform

Intime gold Outperform Gold Magnet Outperform domain.In 2022, India's direct investment in Indonesia reached 4.55 billion US dollars, a year -on -year increase

Tongling Color Outperform Tianhua New Energy Outperform is 19.8%long.For example, the stainless steel production industrial park built by Qingshan Group in Indonesia has a total investment

Tianshan Aluminum Outperform and Resource OutperForm have reached billions of dollars.In addition, Chinese -funded enterprises also actively participate in Indonesia's infrastructureUdabur Wealth Management

Huayou Cobalt Industry Outperform Shengxin Lithium Outperform construction, such as the Surawesi nickel and iron project undertaken by Indian enterprises, etc., further consolidated

Basis of China -India mining cooperation.

Haichinanon-FerrousmetalSMSCichina Indonesia's Metal demand is broad.In terms of export policy, in order to drive the country's manufacturing industry

Development, implement the strategy of "downstreamization" in the industry, create a big