From 1919 to 2020, the newly expanded production capacity of overseas mines has been released one after another, but the overseas epidemic has spread and some overseas mines have been put into production and mines under construction. Where will lead concentrate go in 2020? At the same time, new expansion projects in China's recycled lead market are springing up everywhere. What is the actual output release in 2020? Whether the cost support is effective or not, the supply of waste batteries has become the focus of the future market; and under the influence of a number of policies (such as the new national standard for electric bicycles, motorcycle purchase tax exemption, etc.), whether the subsequent lead consumption matches, and what is the trend of lead prices in 2020?
In 2019, the production of overseas mines increased step by step, but the production of domestic mines was repeatedly hindered. In the first quarter of 2020, zinc prices fell below the mine cost line, and mine profits plummeted. How will the profits of smelters and mines be distributed in 2020? can overseas mines be expected to be put into production under the disturbance of the epidemic? In addition, the output of domestic zinc refining smelters broke through the bottleneck and set a new record in 2019, but under the disturbance at the supply end of zinc mines in 2020, can the capacity utilization rate of smelters maintain a high load? Whether the infrastructure investment under the tone of "stabilizing the economy" in 2020 can exceed the expected performance, whether the galvanizing industry can exceed the seasonal performance is still worth looking forward to, and the contradiction between supply and demand of zinc may be reversed in 2020, so paying attention to and distributing structural opportunities is another choice. Can zinc prices bottom out and rise in 2020?
By the end of 2019, the inventory of antimony, bismuth, selenium, indium, germanium, gallium and other small precious metals involved in the original "pan-Asian incident" had been auctioned off, removing a "time bomb" hanging over the industry. At the beginning of 2020, the "new crown pneumonia" broke out, resulting in underemployment in various industries, slow consumption, poor import and export; can the introduction of storage plans in Yunnan, Gansu and other places meet the urgent needs? With the "14th five-year Plan" approaching, how many preset projects involving "5G", "semiconductors" and "chips" will be good for the small precious metal industry?
In view of the current hot topics in the lead, zinc and small metal market, SMM will invite industry celebrities, industry professionals, and enterprises upstream and downstream of the industry chain to jointly discuss the "2020 (15th) lead and Zinc Summit" and the "2020 small Metal Industry Summit" in Changsha.
Industry development status and prospects, opportunities and challenges, fundamentals and price trends, all-round in-depth analysis, welcome to discuss together!
An 800 + industry event is coming!
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Meeting schedule
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The time of the summit: July 23-24
Venue: F & F Wanda Mandarin Hotel, Changsha, Hunan
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