The cooling of China's feverish growth is threatening to turn a decade-long mining boom into bust for many domestic miners. With cost containment being key in the face of falling commodity prices,Chinese miners will be forced to recalibrate their investment approach over the coming quarters.

BMI Industry View 7

SWOT 10

Industry Forecast 12

Bauxite: Pushing For Supply Security 12

Growth To Slow, But Production Won't Collapse 13

Seaborne Reliance Not Going Away 13

Risk To Outlook 14

      Table: China - Bauxite Production Forecast 15

Coal: Digging Continues, Despite Green Push 15

Efficiency Gains With Consolidation Push 18

      Table: China - Select Coal Mining Projects 19

Taming Pollution 19

      Table: China - Coal Production Forecast 20

Copper: Supported By Self-Sufficiency Push 21

      Table: China - Select Copper Projects 22

      Table: China - Copper Production Forecast 23

Gold: Growth To Continue On Robust Appetite 23

Chinese Miners Better Insulated 24

Gold Bulls In Asia 24

Compelling Case For Gold In China 25

Struggling To Increase Domestic Output 26

      Table: China - Largest Gold Projects 27

Heading Abroad For All That Glitters 28

      Table: China - Gold Production Forecast 29

Iron Ore: Growth To Lose Momentum 30

      Table: China - Select Iron Ore Projects 34

      Table: China - Iron Ore Production Forecast 34

Lead: Autos Sector To Lend Support 35

      Table: China - Select Lead Mining Projects 36

      Table: China - Lead Production Forecast 37

Nickel: Dimming Outlook 37

      Table: China - Select Nickel Projects 39

      Table: China - Nickel Production Forecast 39

Tin: Yunnan Tin Takes Charge 39

Risks To Outlook 41

      Table: China - Tin Production Forecast 42

Zinc: Little Impetus For Expansion 42

Domestic Consumption Offers Little Relief 43

      Table: China - Zinc Production Forecast 44

Industry Risk Reward Ratings 45

Risk/Reward Ratings 45

Rewards 45

Industry Rewards 45

Country Rewards 45

Risks 46

Industry Risks 46

Country Risks 46

      Table: China - Mining Industry Value & Minerals Production Forecasts 47

Asia - Q3 2014 47

      Table: Asia - Mining Risk/Reward Index 51

Regulatory Development 52

      Table: Asia - Mining Regulatory Scorecard 55

      Table: Political Overview 55

Commodities Forecast 57

Commodity Strategy 57

Iron Ore: Chinese Stimulus Not A Game Changer 57

Steel: Gradual Rationalisation Insufficient To Boost Prices 59

Aluminium: Recent Rally Unlikely To Persist Into H214 60

Copper: Bearish Forecast Appears Well Placed 61

Lead: Picking Up Autos Sector Tailwinds 62

Nickel: Recent Rise To Fall Back In H214 63

Zinc: Potential Test Of Resistance In Coming Weeks 65

      Table: Select Commodities - Performance & BMI Forecasts 67

Competitive Landscape 68

      Table: China - Key Financial Data For Select Listed Mining Companies 69

Company Profile 70

Aluminum Corporation of China (Chalco) 70

Company Overview 71

Latest Financial Results 71

      Table: Chalco - Key Financial Data 73

China Shenhua Energy 75

      Table: Shenhua Energy - Key Financial Data 77

Jiangxi Copper 79

      Table: Jiangxi Copper - Key Financial Data 82

Shandong Gold 84

      Table: Shandong Gold - Key Financial Data 86

Regional Overview 88

Asia - Q3 2014 88

Challenges 88

Opportunities 91

Global Industry Overview 96

Challenges 96

      Table: Mining - Select M&A Deals 100

Cause For Optimism 103

Methodology 110

Industry Forecast Methodology 110

Sources 111

Risk/Reward Rating Methodology 112

      Table: Weighting Of Indicators 114

冶金工业信息标准研究院