Categories And Classifications Of Downstream Applications Of Related Companies In The Entire Domestic Copper Industry Chain For Upstream Mining And Midstream Smelting And Processing
Related companies of domestic copper industry chain companies have been classified and sorted out, covering upstream mining, midstream smelting and processing, downstream applications and support industries, analysis plus industry trends and regional layout:
1. Upstream mining and smelting enterprises
(1) Core mining group
Jiangxi Copper Industry (): China's largest copper production base, with grape copper mine and Guixi smelter, with an annual cathode copper production capacity of more than 1.3 million tons, and a copper resource reserve of about 9.15 million tons.
Zijin (/02899): Global layout, with major projects such as the Kamoa copper mine in the Congo (DPRK) supporting the growth of copper resources and ranking first in the industry in 2024.
(/03993): The global copper and cobalt resource giant in the Congo (DPRK), Tenke copper and cobalt ore contribute core production capacity and from the demand for new energy metals.
Yunnan Copper Industry (): A core copper company under China Aluminum Group, with a cathode copper production capacity of 1.3 million tons, and the industrial chain stores covers exploration of smelting integration.
Tanglin () Non-productive metals (): China's largest copper foil manufacturer, with an annual cathode copper production capacity of more than 1.4 million tons and a copper foil production capacity of 45,000 tons.
(2) Regional Resource Enterprises
(): The main force in copper ore resource development, listing the upstream raw materials of copper foil for lithium battery.
(01208): LAS copper mine (Peru) operator with excellent overseas resource integration capabilities.
(): Focusing on the development of copper-copper mines in Congo (Congo), the annual production capacity of electrolytic copper is 30,000 tons, extending to the metal recovery field.
2. Midstream processing and manufacturing enterprises
(1) Copper alloys and processing materials
Copper Industry (): Leading domestic copper processing products, covering copper rods, copper plates, copper wires, etc., with an annual processing volume of more than 1 million tons.
Co., Ltd. (): The world's leading copper pipe company has formulated copper materials for new energy and overseas production bases.
BOWEI Alloy (): A high-end copper alloy developer whose products are used in high-tech fields such as 5G and semiconductors.
New Materials (): Suppliers of copper plates and copper conductor materials, covering the downstream power and electronics industries.
(2) Copper foil and special materials
Nord Co., Ltd. (): Leading lithium battery copper foil, with production capacity concentrated in Jiangxi and Guangdong, benefiting from the growth in demand for new energy vehicles.
(): Manufacturer of high-end lithium battery copper foil, with leading technology of 4.5μm extremely thin copper foil.
Electrical alloys (): The core supplier of high-speed rail contact network copper materials, leading the gross profit margin industry.
3. Downstream applications and terminal manufacturing
(1) New energy and power equipment
CATL(): The core buyers of battery copper foil promote structural growth in copper demand.
BYD(): New energy vehicles and energy storage systems drive copper demand and arrange copper resource supply chains.
(): Special cable TV manufacturer, high copper in the field of high voltage power transmission and distribution.
(2) Electronics and semiconductors
National Highway Laminate (00188): The world leader in copper laminates, and the demand for copper foil is closely related to the PCB industry.
(): High-end PCB manufacturer, purchasing high-precision copper foil for chip packaging substrates.
4. Support industry and service systems
(1) Trade and circulation
Non-produced metals: rely on the background of central enterprises to integrate domestic and foreign copper resource trade.
(): Commodity trader cnc shop, strong financial service capabilities in the copper industry chain.
(2) Recycling and regeneration
(): The leader in recycling electronic waste and batteries, and the production capacity of recycled copper continues to expand.
Green Source: Focus on recycling waste metals and layout urban mining resources.
(3) Equipment and Technology
XCMG (): Mining machinery supplier, intelligent equipment helps improve copper mining efficiency.
Metso (foreign cooperation): Provides environmentally friendly technical solutions for copper smelting.
Regional layout function
Resource-rich areas: Jiangxi (desaccharide copper mine), Yunnan (copper mine) and (Western mining) are the core areas of mining and smelting.
Processing and manufacturing clusters:
Yanz River Delta: Ji'ange (, Bowei), Anhui (New Materials, Chinese New Materials) focuses on high-end copper alloys.
Pearl River Delta: Guangdong ( ) is a key area for expanding the production capacity of copper foil for lithium batteries.
Industry trends and policy impacts
Supply Optimization: "Implementation Plan for High-Quality Development of Copper Industry (2025-2027)" has promoted the removal of smelting production capacity, which is beneficial to leading enterprises such as Jiangxi Copper Industry and Tanglin non-productive metals.
Demand-driven: The proportion of copper used in new energy (PV cnc machining companies, energy storage, electric vehicles) has increased, Nord Co., Ltd. Copper foil companies such as Hebei have clearly benefited.
Circular Economy: Recycled Copper penetration has increased, and Green Source's technological advantages have been emphasized.
If you need more detailed company data or regional analysis, you can refer to research reports and policy documents for each industry.