[Live] Analysis of Power Cable Development Patterns in the 15th Five-Year Plan, Copper and Aluminum Market Analysis, Exploring Opportunities in the Middle East and Africa, and Outlook for PV Enamelled Wire

As a core national hub for the wire and cable industry, Guangdong boasts a complete upstream and downstream industry chain, strong intelligent manufacturing capabilities, and outstanding foreign trade location advantages. It exerts deep influence across South China, Hong Kong and Macao, and key Southeast Asian markets, serving as a central hub in China for wire and cable product exports and the industry’s international expansion, and occupying a pivotal strategic position in the national wire and cable industry landscape.

At present, China’s wire and cable industry is in a period of profound transformation and upgrading, with opportunities and challenges coexisting. Globally, continued increases in infrastructure investment outside China and the rapid expansion of the new energy power sector are creating broad growth opportunities for China’s wire and cable enterprises to go global, expand into new markets, and advance international deployment. At the same time, the industry’s pain points are becoming increasingly prominent: wild swings in the prices of key raw materials such as copper and aluminum are intensifying risks in enterprise cost control; severe homogenization of industry capacity and escalating low-price involution are continuously compressing profit margins, and traditional production and operating models have encountered development bottlenecks. Against this backdrop of industry change, achieving digitalized management and control, intelligent upgrading, and lean cost reduction with quality and efficiency improvement has become a critical breakthrough path for wire and cable enterprises to hedge against market risks, break out of low-price involution, build core competitiveness, and realize sustainable long-term development.

To fully leverage South China’s industrial clustering advantages, precisely address the industry’s development pain points, and support quality and efficiency improvement and iterative upgrading of the regional wire and cable industry, on July 14-15, hosted by SMM Information & Technology Co., Ltd. (SMM) and Shandong Aisi Information Technology Co., Ltd., co-organized by Guangxi Dasheng Power Equipment Co., Ltd., and strongly supported by Solarabic, a Middle East new energy industry media outlet, and the Guangdong Provincial Industry and Trade Development Promotion Association, the was grandly held at the Wyndham Guangzhou Design Capital Hotel in Guangzhou, Guangdong.

This conference featured a rich agenda and numerous highlights, including a company tour of Guangzhou Panyu Cable Group Co., Ltd., opening remarks, keynote sharing by industry guests, a conference banquet, and other sessions. Leveraging SMM’s entire industry chain data advantages and high-quality upstream and downstream resources in and outside China, the conference focused on four core directions—precise market analysis, industrial transformation and upgrading, supply and demand resource matchmaking, and empowerment of go-global channels—providing comprehensive support for South China wire and cable enterprises to gain insight into industry trends, learn from digital and intelligent transformation experience, integrate high-quality supply chain resources, and broaden international go-global pathways, thereby consolidating regional industrial synergy and driving the South China wire and cable industry toward a new stage of high-quality, high-end, and internationalized development.

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July 15

Main Forum

Opening Remarks by the Organizers

SMM Executive Vice President Zhou Bai

Tang Jianqin, General Manager of Guangxi Dasheng Power Equipment Co., Ltd.

Hou Shaofan, President of the Guangdong Provincial Industry and Trade Development Promotion Association

Signing Ceremony

Strategic Cooperation Signing between SMM Information & Technology Co., Ltd. & Guangxi Dasheng Power Equipment Co., Ltd.

Guangxi Dasheng Power Equipment Co., Ltd. and SMM Information & Technology Co., Ltd. signed a strategic cooperation agreement on site at the. This cooperation is not only a vital practice of complementary strengths and resource sharing, but also another active exploration of industry chain collaborative development. In the future, the two parties will further deepen cooperation in industrial resource integration, market expansion, and information services, jointly supporting the high-quality development of the wire and cable industry.

Guangxi Dasheng Electric Power Equipment Co., Ltd. & Aerospace Electric Engineering Group Co., Ltd. Strategic Cooperation Signing

Guangxi Dasheng Electric Power Equipment Co., Ltd. and Aerospace Electric Engineering Group Co., Ltd. held a strategic cooperation signing ceremony at the . This signing empowered both enterprises with mutual technologies, channels, and resources, and broke down the barriers of upstream-downstream collaboration in the industry chain. The two parties will continuously integrate industrial factors, jointly expand market reach, and build an industry information-sharing platform, focusing on promoting the quality improvement, efficiency enhancement, and steady development of the wire and cable industry.

Guangxi Dasheng Electric Power Equipment Co., Ltd. & Zhejiang CHINT Cable Co., Ltd.Strategic Cooperation Signing

Guangxi Dasheng Electric Power Equipment Co., Ltd. and Zhejiang CHINT Cable Co., Ltd. held a strategic cooperation signing ceremony at the . Taking the signing as a brand-new starting point for cooperation, the two parties will integrate products, channels, and industrial resources, continuously expand diversified cooperation scenarios, focus on building an industrial synergy development platform, jointly drive the transformation and upgrading of the wire and cable industry, and chart a new blueprint for industry development.

Guest Speeches

Topic: Analysis of the Impact of Energy and Electric Power Development on the Wire and Cable Industry During the 15th Five-Year Plan Period

Guest Speaker: Han Wende, General Manager, China Electricity Council (Beijing) Electric Power Detection Technology Research Institute Co., Ltd.

Topic: Review of Copper and Aluminum Prices in H1 2026 and Analysis of New Variables in the Go-Global Market

Guest Speaker: Long Huachen, General Manager, SMM South China Office

Topic: Copper Futures-Spot Price Fluctuations and the Current State of the Wire and Cable Industry

Guest Speaker: Hou Shaofan, Chairman, Shenzhen Bendakang Cable Co., Ltd.

Macro Insights: Global and Regional Copper Consumption Patterns

2026 Global and China Copper Consumption Overview

► Global copper cathode consumption posts mild growth, with a tightening supply-demand pattern

Global copper cathode consumption in 2026 is expected to be approximately 25 million mt, up 1.6% YoY. NEVs, PV, wind power, and AI computing centers have become the core engines. The market will see a supply deficit, and ore supply tightness persists.

► China’s copper consumption leads the world, driven by emerging sectors

China accounts for half of global copper consumption, with its apparent consumption in 2026 expected to surpass 13 million mt and grow around 2% YoY, continuing to lead globally. Power grid investment, new energy, and AI data centers are core driving forces, with robust demand in emerging sectors while growth in traditional sectors slows down.

South China: An Export-Oriented and Emerging Momentum-Driven Growth Pole

South China, particularly Guangdong Province, serves as one of China's core manufacturing engines. Its copper consumption structure is distinctly "export-oriented" and "emerging momentum-driven," closely relying on downstream industries such as electronic information and NEVs. With a pronounced export orientation, it is a key growth pole for China's copper consumption.

Regional Landscape: Analysis of the Industrial Gap between South China and East China

North-South Industrial Divergence: Five Core Gaps in the Wire and Cable Industry between South China and East China

► In-Depth Analysis of Regional Industrial Development Models and Core Competitiveness

From five dimensions—enterprise structure, risk management, industry chain support, client resources, and industry ecosystem—this section compares the development status of the wire and cable industry in the two major regions, revealing the underlying logic and development pain points behind the industrial divergence.

》 Copper Futures and Spot Price Fluctuations and the Status of the Wire and Cable Industry [South China Wire and Cable Conference]

Speech Topic: Application of Derivative Instruments by Copper Physical Enterprises

Guest Speaker: Feng Chenchuang, General Manager of OTC Derivatives Department, Shanghai Dongwu Jiuying Investment Management Co., Ltd.

Speech Topic: Challenges and Opportunities for Distribution Networks under the New-Type Power System

Guest Speaker: Zheng Yaodong, Honorary Director of the Major Scientific Research Team for Energy Storage and Renewable Energy at China Southern Power Grid, Visiting Professor at Zhejiang University Qiushi

Speech Topic: China Opportunities in the Power Transformation of the Middle East and Africa: Supply Chain, Standards, and Localization

Guest Speaker: Li Delan, Head of Solarabic China

Speech Topic: Research and Development Trends of Copper-Based Thermal Management Materials

Guest Speaker: Li Zhou, Dean of the School of Materials Science and Engineering, Central South University

(15:10-15:40)

Speech Topic: Factory Digital Transformation and Smart Manufacturing for Cost Reduction and Efficiency Improvement

Guest Speaker: Yan Liangfeng, Director of Smart Manufacturing, Wanma United Holding Group Co., Ltd.

(15:40-16:10)

Speech Topic: Towards 2030: Global PV End-Use Market Trend Outlook

Guest Speaker: Wang Shanyu, Senior PV Analyst, SMM

(16:10-16:40)

Speech Topic: Brief Analysis of the Enamelled Wire Industry

Guest Speaker: Xie Langsheng, Director of Sales Center, Guangdong Jinyan Electrical Technology Co., Ltd.

(16:40-17:20)

Banquet Dinner

(18:10-20:00)

Check-in & Networking

July 14

Company Tour – Guangzhou Panyu Cable Group Co., Ltd.

Introduction to Guangzhou Panyu Cable Group Co., Ltd.