In the upcoming year of 2025, we anticipate that the global economy will face a series of complex and volatile challenges. With the US presidential election concluded, the uncertainty of global trade policies is expected to further increase, presenting new issues for international trade cooperation. In the realm of geopolitics, ongoing conflicts and tensions show no significant signs of easing, posing threats not only to global security but also significantly impacting resource allocation and industrial layouts. Against this macro backdrop, industrial relocation and supply chain restructuring have become key topics that we must closely monitor. At the industrial level, the trend of protectionism in mineral resources is on the rise, directly affecting the stability of global copper concentrate TCs. With the rapid expansion of global smelting capacity, the profit margins of copper smelters are further compressed, and the challenges faced by the industry are becoming increasingly severe. In the field of secondary copper raw materials, the advancement of Environmental, Social, and Governance (ESG) standards and the "dual carbon" goals have significantly increased market attention to secondary copper. However, the "reverse invoicing" policy implemented in 2024 and the "Fair Competition Regulations" have had profound impacts on the secondary copper industry. Looking ahead to 2025, the changes in the landscape of the secondary copper industry will have a critical impact on the entire copper industry chain. Additionally, with the cancellation of tax subsidies and other incentives, the space for copper cathode trade is expected to further narrow. We predict that the procurement ratio of copper processing materials between traders and smelters will show more pronounced differentiation.
In this context, the "CCIE 2025 SMM (20th) Copper Industry Conference and Copper Industry Expo," meticulously prepared by SMM, will be grandly held in Nanchang, Jiangxi from April 22-25, 2025. GCL Energy Storage Technology (Suzhou) Co., Ltd. will make a splendid appearance at this conference. We will synchronize with the times, aim at our goals, strive diligently, and move forward with courage and determination! Click the registration form to sign up immediately, and we look forward to meeting you at the conference. Booth number: C14. Escorting the new future of energy security. Company Introduction: As one of the earliest enterprises involved in electrochemical energy storage in China, GCL Energy Storage Technology (Suzhou) Co., Ltd. focuses on the R&D, production, sales, and service of energy storage equipment. Relying on advanced new energy systems and power R&D platforms, the company uses new-type chemical batteries as carriers and adopts a self-developed software and hardware nested operation mode to provide comprehensive and efficient solutions for centralized and distributed application scenarios. Currently, the company has built and put into operation energy storage intelligent manufacturing bases in Zhangjiagang and Kunshan, completing a series of product core technology innovations such as packaging boxes, electrical control modules, box integration, warehouse management systems, environmental management systems, microgrid controllers, and medium and large-scale energy storage equipment. The products are widely used in scenarios such as power stations, factory parks, deserts, and islands, committed to contributing more GCL wisdom to the global energy transition. Company Advantages: GCL's energy storage system life cycle management is guided by the core of "zero carbon," achieving planning-asset closed-loop through technological iteration, model innovation, and policy-driven approaches, supporting the construction of new power systems and zero-carbon industrial parks. Core Business: Intelligent Manufacturing Base, Product Matrix, User Side Projects, Power Generation and Grid Side Projects. Contact: Jianjun Ren, 13776205636.