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Table_MainInfo Table_Title / Table_Summary 201730 52.52012 20181335 70 1341 62017820181370 1389 19 2018 201826000 / 201724000 / 2018 26000 /2018 15 5%460017000 / 70%4000 / 5000 20%Table_CompanyFinance EPS P/E 2016A 2017E 2018E 2016A 2017E 2018E 7.07 -0.41 0.23 0.31 -17.24 30.74 22.8 10.15 0.15 0.46 0.58 67.67 22.06 17.5 Table_Invest Table_PicQuote -16%-7%2%11%20%2017/22017/32017/42017/52017/62017/72017/82017/92017/102017/112017/122018/1Table_Trend % 1M 3M 12M -4.73% -2.51% 2.42% 1.81% 1.62% -13.72% Table_IndustryMarket 123 17874 12835 50.02 2.64 12489 257 % 56.30 Table_Report 2018-02-11 2018-02-04 2018-01-28 2018-01-22 Table_Author S0550511020007 17621255426 qiupynesc 2018-02-25 2 / 36Table_PageTop 1. 2015 . 6 2. . 8 2.1. .8 2.2. 2018 .10 2.3. .17 2.4. .21 2.5. .22 2.6. .23 3. . 28 4. . 30 5. . 32 5.1 .32 5.2 .33 3 / 36Table_PageTop 1 % . 7 2 2015-2017 . 8 3 2017 . 9 4 2017 1-10 . 9 5 . 10 6 . 10 7 .11 8 15 .11 9 2015 . 12 10 1-11 2% . 14 11 1-11 4.02%. 14 12 ( ) . 15 13 . 15 14 1-12 21.75%. 17 15 / TC. 17 16 2017 . 18 17 1-11 0.54%. 18 18 1-10 2.25% . 19 19 . 20 20 1-12 59.34%. 20 21 . 20 22 LME . 21 23 SHFE . 21 24 . 22 25 . 22 26 . 22 27 . 23 28 1-11 0.10%. 23 29 . 24 30 ( ) . 24 31 . 25 32 . 25 33 2016 . 26 34 . 26 35 . 26 36 . 27 37 8% . 27 38 16% . 27 39 . 27 40 2008-2010 . 28 41 2015 -2017 . 28 4 / 36Table_PageTop 42 . 29 43 2004-2007 . 31 44 2009-2010 . 31 45 . 32 5 / 36Table_PageTop 1 2015-2016 . 6 2 2017 2-4 . 7 3 . 8 4 . 9 5 . 9 6 2017 . 10 7 . 12 8 2015 10 . 13 9 . 13 10 . 13 11 2017-2018 . 15 12 2016-2018 . 16 13 2017 . 19 14 2017 5 . 19 15 2017 10 . 20 16 2016-2020 . 21 17 . 22 18 2017 . 24 19 2017 . 25 20 2014 . 29 21 . 30 22 . 30 23 LME . 31 24 2018 2 21 . 32 6 / 36Table_PageTop 1. 2015 2015 LisheenDuck Pond 51.82014 2015201520151 2015-2016 century 51 Yukon Wolverine 6 Vandata Lishen 17.5 Naica Naica 2.3 pallca 1.5 Teck red dog 4.5 Duck poud 2.5 Antamina 3.5 Nystar Middle Tennessee 2.5 Campo Morado 2.5 Myra Falls 3 Mount Isa 42 Mcarthur River Iscaycruz Kazzinc 5 143.8 20162016 50 Trecora 4.6 54.63.5%5000 / 2016 2015112016LME63.91% 7 / 36Table_PageTop 1 % Bloomberg 2015 2016 20172017 LME 3288.5 /2892.54 / 28.96% 2017 25655/ , 23604 / 21.39% 201620172 2017 2-4 ( ) 2-4( ) 3 1 26500 7000 30 3 25 15 15000 3000 24 3 24 23000 7000 30 3 22 4 20-30 ( 17000 6000 20 4 19000 7000 20 4 15 7000 3000 9 2 1 7000 10000 12 2 40000 25000 50 2 18 1 2000 3000 2 2016 12 10500 12000 12.5 2 8000 10000 10 2016 11 4500 3500 6 4 1 20000 7000 25 3 1 2000 7000 25 3 2 1000 2000 6 8 / 36Table_PageTop 3 2016 7 14 8 16 2016 11 24 12 30 2017 4 24 5 28 2017 8 7 2 2015-2017 Wind 2. 2.1. 64004100 2017430831.7 20171328 580 20171382.3 6639 / 36Table_PageTop 3 2017 4 2017 1-10 18%28%12%4%6%32%Wind Wind ILZSG 2017 3052.5 8.8 1620162017 4 2015 2016 2017e 2018f 1278.1 1208 1265 1335 1329.2 1298.6 1295 1341.2 -51.1 -90.6 -30 -6.2 2015 2016 2017e 2018f 1365.6 1337.6 1330 1370 1357.6 1369.9 1375.3 1389 8 -32.3 -45.3 -19 5 2015 2016 2017e 2018f 425 440 430 445 564.9 569.1 563.8 579.8 161.4 99.7 125 130 21.5 -29.4 -8.8 -4.8 2015 2016 2017e 2018f 586 590 580 600 628 657 661 665 55.6 50.5 65 60 13.6 -16.5 -16 -5 10 / 36Table_PageTop 5 6 01020304050602017 - 01 2017 - 02 2017 - 04 2017 - 06 2017 - 07 2017 - 08 2017 - 09 2017 - 10- 15- 10- 505101520253035402017 - 02 2017 - 03 2017 - 06 2017 - 07 2017 - 08 2017 - 09 2017 - 10ILZSG ILZSG 2.2. 2018 6 2017 Rampura-Agucha 2018 32030 2020 2018 32019 3 Red Dog 1989-2032 Mount lsa Black Star 2016 Lady Loretta: 2021 George Fisher: 2029 George Fisher Black Star Lady LorettaLady Loretta 2017 12 14 Black Star 2016 9 George FisherMcArthur River 20432034 Antamina 2001-2029 Goldcorp Penasquito 2009-2029 2019 SMM) San Cristobal 2007-2024 Cerro Lindo 2007-2028 Dugald 2013-2040 Dugald River 34
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