Daily Brief Energy/Materials: Zijin Gold, Commercial Metals Co, Southern Copper and more

In today’s briefing:

ECM Weekly (22 September 2025)- Chery, Zijin Gold, Orion, Myungin, Urban, Avepoint, Dongfang
Why Commercial Metals’ $675 Million Bet On Concrete Pipe Could Reshape The Construction Landscape!
Southern Copper: 6 Major Game-Changers Impacting Its 2025 Performance & Beyond!

ECM Weekly (22 September 2025)- Chery, Zijin Gold, Orion, Myungin, Urban, Avepoint, Dongfang

Aequitas Research’s weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.
On the IPO front, Zijin Gold appears to be shining bright.
On the placements front, it was a relatively quiter week, as compared to some of the more recent weekly flows.

In a bold move signaling its intent to deepen its footprint in early-stage construction solutions, Commercial Metals Company has announced its plan to acquire Concrete Pipe & Precast (CP&P) for $675 million in cash.
This acquisition comes at a pivotal time for CMC, which has been actively executing a strategy focused on higher-margin, lower-volatility segments, and expanding its exposure to infrastructure-heavy regions such as the U.S. South and Mid-Atlantic.
CP&P, a supplier of precast concrete products, offers CMC the opportunity to integrate earlier into the construction value chain—a key element of its long-term growth strategy.

Expansive Exploration Ventures in Northern Chile Southern Copper is currently engrossed in a meticulous ground study of its Especularita copper-gold project, located within the metallic-rich coastal belt of northern Chile.
Spread across 19,076 hectares, the Especularita project encompasses both exploration and mining ventures, either granted or in the process of being so.
The firm further boasts rights to potentially secure full ownership of the project.

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