Decoding the Macro Economy, Forecasting Copper Price Trends and Trading Strategies, Exploring the Green Transformation Path of the Copper Industry Under the New Energy Wave

The year 2025 marks the conclusion of the 14th Five-Year Plan and a critical period for deepening reforms, with the market increasingly anticipating favorable domestic macro conditions. However, globally, economic challenges remain shrouded in uncertainty: the surge in trade policy unpredictability following the US election has reshaped international trade order with tariff barriers; geopolitical conflicts continue to loom, disrupting resource allocation and industrial layouts, and triggering a wave of global industrial relocation and supply chain restructuring. The copper industry chain is at the forefront, undergoing unprecedented turbulence and tests!

In the upstream of the copper industry, the rise of resource protectionism has caused copper concentrate TCs to fluctuate wildly like a roller coaster, significantly increasing the difficulty of cost control for smelters; the rapid expansion of smelting capacity has further forced smelters to struggle for survival in a fiercely competitive market with thin profit margins. In the midstream secondary copper sector, ESG standards and the "dual carbon" goals have sparked a green revolution. The "reverse invoicing" policy and the Fair Competition Review Regulations released in 2024 have quietly rewritten industry competition rules, and their impact on the entire industry chain will further deepen in 2025. In the downstream copper cathode trade market, the withdrawal of tax subsidies has compressed profit margins, accelerating the differentiation of copper processing material procurement structures, and intensifying the game between upstream and downstream players.

As multiple challenges surge like a tide, how can the copper industry find a way to break through?

From April 22-24, the CCIE-2025SMM (20th) Copper Industry Conference and Expo, hosted by SMM Information & Technology Co., Ltd. (SMM), SMM Metal Trading Center, and Shandong Aisi Information Technology Co., Ltd., with Jiangxi Copper Corporation and Yingtan Land Port Holding Co., Ltd. as main sponsors, Shandong Humon Smelting Co., Ltd. as a special co-sponsor, and Xinhuang Group and Zhongtiaoshan Nonferrous Metals Group Co., Ltd. as co-sponsors, was grandly held at the Primus Hotel in Nanchang International Expo City, Jiangxi! This summit gathered government officials, copper industry leaders, academic elites, and representatives from industry organizations worldwide to focus on the rapidly changing dynamics of the global copper market, deeply analyze the driving factors of copper price trends, accurately grasp the subtle changes in supply-demand balance, uncover hidden business cooperation opportunities, and explore cutting-edge technological innovation directions. At the same time, the conference will also conduct multi-dimensional and in-depth discussions on core topics such as the green and low-carbon transformation of the copper industry, intelligent and efficient upgrades, and sustainable development paths.

The conference included multiple exciting sessions such as the SMM Yangshan Copper Premiums Price Seminar, SMM #1 Copper Cathode Price Seminar, Urad Middle Banner Investment Promotion Conference, Electrical Power Transmission and Distribution Industry Forum, Copper Pipe & Tube Processing Industry Development Forum, Copper Industry Finance Innovation Forum, Main Forum, Guixi City Investment Promotion Conference, Copper Industry Low-Carbon Energy Transformation Forum, Secondary Copper Industry Green Development Forum, Copper-Based New Materials High-Quality Development Forum, Enterprise Field Trip, Jiangxi Copper Night - Banquet Dinner, Award Ceremony, and Cocktail Party.

This article is the live content of the Main Forum, Guixi City Investment Promotion Conference, and Copper Industry Low-Carbon Energy Transformation Forum. Please refresh and follow!

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April 23

Main Forum

Registration

Opening Speech

Deputy General Manager of Jiangxi Copper Corporation, Hanjun Xia

Member of the Standing Committee of Guixi Municipal Committee and Director of Guixi Economic and Technological Development Zone, Haidong Li

Deputy General Manager of Shanghai Futures Exchange, Ming Zhang

CEO of SMM, Logan Lu

Guest Speeches

Speech Topic: 76 Years of Striving and Forging Ahead, Learning from the Past to Build a Strong Nation - The Development Achievements of China's Copper Industry in 76 Years

Guest Speaker: Former President of China Nonferrous Metals Industry Association, Yi Kang

(09:20-09:45)

Speech Topic: The Unpredictable Global Macro Economy, Outlook on Commodity Allocation

Guest Speaker: Chief Strategist of Straits Financial Group, Zhenhai Hou

(09:45-10:10)

Speech Topic: 2025 Global Copper Market Analysis

Guest Speaker: Chairman of the Board of KCI Group, Ben Knoefler

(10:10-10:30)

Speech Topic: Current Status and Trends of NEVs

Guest Speaker: Rotating Chairman of the Yangtze River Delta Automotive Technology Innovation Consortium

(10:30-10:50)

Roundtable Discussion: Future Development Trends of the Global Copper Industry

Moderator: Head of Greater China Business Development at LME, Yang Liu

Panelists: Vice President of the Trade Division of Jiangxi Copper Corporation, Qianjun Xiao

Chairman of the Board of KCI Group, Ben Knoefler

Market Intelligence and Strategy Expert at Codelco, Eric Medel

Head of Research and Analysis for Asia Metals and Resources Team at Mercuria, Angela Bi

(11:00-12:00)

Speech Topic: 2025 Copper Price Trends and Outlook

Guest Speaker: Big Data Director of SMM, Jianhua Ye

(13:30-14:00)

Speech Topic: Development and Digitalization Direction of Global Copper Smelting Processes

Guest Speaker: Deputy General Manager of China Nerin Engineering Co., Ltd., Feng He

(14:00-14:25)

Speech Topic: Current Status and High-Quality Development Trends of China's Copper Processing Industry

Guest Speaker: Chief Scientist and Ph.D. of China Nonferrous Mining Group Co., Ltd., Qingping Tong

(14:25-14:50)

Speech Topic: Global Copper Smelting Landscape and Intelligent Development

Guest Speaker: Deputy Director of the First Metallurgical Department of China ENFI Engineering Co., Ltd., Jianlong Wang

(14:50-15:15)

Speech Topic: Technology and Data-Driven, Trade and Finance Integration, Empowering the New Ecosystem of the Copper Industry

Guest Speaker: Chairman and General Manager of SMM Metal Trading Center Co., Ltd., Chen Dong

(15:30-15:55)

Roundtable Discussion: Trading Strategies in the Current Landscape of China's Copper Industry

Moderator: Big Data Director of SMM, Jianhua Ye

Panelists: Head of the Copper Cathode Department of CITIC Metal Co., Ltd., Yan Gu

Deputy General Manager and General Manager of the Foreign Trade Department of Shanghai Eagle Metal Materials Co., Ltd., Hongyan Ni

Research and Trading Director of Shanghai Wurui Metal Group Co., Ltd., Hao Wang

Deputy Director of the Financial Trading Department of Zijin Mining Investment (Shanghai) Co., Ltd., Lai Wei

(15:55-17:00)

Guixi City Investment Promotion Conference

(15:00-16:30)

Copper Industry Low-Carbon Energy Transformation Forum

Speech Topic: PV ESS Integration under Power Marketization - Empowering the Green and Low-Carbon Transformation of the Copper Industry

Guest Speaker: Chief Design Engineer of China Energy Engineering Group Guangdong Electric Power Design Institute Co., Ltd., Zhengchuan Zhang

(13:40 - 14:05)

Speech Topic: Industrial and Commercial ESS Empowering the Green and Low-Carbon Transformation of the Copper Industry

Guest Speaker: Vice President of Jiangsu Weiheng Intelligent Technology Co., Ltd., Shu Yang

(14:05 - 14:30)

Speech Topic: New Momentum of PV ESS, the Green and Low-Carbon Breakthrough Path for the Nonferrous Metals Industry

Guest Speaker: Solutions Manager of TrinaSolar Co., Ltd., Huasheng Ouyang

(14:30 - 14:55)

Speech Topic: High-Efficiency ABC PV Technology Empowering the Green and Low-Carbon Development of the Copper Industry

Guest Speaker: China Distributed Product Solutions Director of Zhejiang AIKO Solar Technology Co., Ltd., Benqian Luo

(14:55 - 15:20)

Speech Topic: PV ESS Integration Empowering the Green Electricity Transformation of Metallurgy

Guest Speaker: Solutions Director of GCL Energy Storage Technology (Suzhou) Co., Ltd., Xiaobo Shen

(14:55 - 15:20)

Speech Topic: Lightweight Energy Transformation Solution of "Metal + PV" - Jingyao for Lightweight PV

Guest Speaker: Market Manager of Shanghai Pincheng Jingyao PV Technology Co., Ltd., Xiaoli Ding

(15:45 - 16:10)

Speech Topic: Building Power Stations in My Homeland - Integrated Investment, Construction, and Operation, Stable for 30 Years

Guest Speaker: Head of Brand Marketing Department of Rostar Energy (Beijing) New Energy Technology Co., Ltd., Meng Li

(15:45 - 16:10)

PV ESS Project Q&A Session & Networking

(16:35 - 17:00)

Jiangxi Copper Night - Banquet Dinner & Awards

(18:00-20:00)

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