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1000+Industry decision makers
Meeting with your partners
Event onsite
Dinner
Focus&Thinking
Agenda
March 25
12:00-14:00 Sign in
14:00-17:00 Company Matchmaking
■ SMM introduces customers to you as long as you fill in the information about sales or purchase requirements
■ Company introduction – purchase requirement – communication
■ Conference proceedings and suppliers and buyers information will provide more business opportunities for you!
■ Small meeting room for exchange of supply & demand information
More orders are waiting for you at SHANGHAI COPPER & ALUMINUM SUMMIT – a gathering of mining companies, smelters, processors, traders and end users!
18:00-20:00 Dinner buffet
March 26 Main Conference Hall
09:00-09:30 Opening address
09:30-11:00 Influence of Global Political and Economic Conditions on Commodities
Background: The US dollar has been strengthening against tumbling crude oil prices, Russian crisis and continued US recovery. Will the Fed continue to tighten monetary policies? Will low inflation rate in the US and Fed’s potential interest rate hike place greater pressure on copper prices in 2015?
Tentative speaker: Tao Dong, Managing Director and Chief Regional Economist for non-Japan Asia at Credit Suisse
11:00-11:45 China Economic Restructuring against“New Normal”
Background: China’s economic reform will speed up under the background of “New Normal”. Economy will growth at a medium to high pace, and quality, instead of quantity, will become the focus of economic growth. China’s economic development should be mainly driven by innovation in the futures, and fine-tuning may take the place of massive stimulus measures.
Tentative speaker (speech and Q&A): China Nonferrous Metals Industry Association
12:00-13:30 Lunch buffet
13:30-15:30 Opportunities and Challenges Confronting Chinese Economy in 2015
Background: In 2015, global economy may continue to grow mildly and unevenly. In China, although the economy still has great growing potential, but the economic restructuring may post challenge to its growth. Downward pressure on Chinese economy will loom. Besides, risks remain in housing and financial markets.
Tentative speaker:
Wang Depei,
Vice President of China Society of Economic Reform
Zhang Liqun: Researcher at Department of Macroeconomic
Research of Development Research Center of the State Council
15:30-16:00 Tea break
16:00-16:45 China Monetary Policies and Other Pro-Growth Measures in 2015
Background: Chinese government should fine-tune its policies according to economic and financial conditions in 2015. Will China’s central bank loosen monetary policy in 2015 against slower economic growth? Is it possible for the central bank to cut interest rate again to bring down funding costs and deal with Fed’s interest rate hike?
Tentative speaker:
Zhang Xinyuan, General Manager of Trade & Finance
of Bank of China Shanghai Branch
16:45-17:15 New Risk Control Tool for Metal Trading in Shanghai Free Trade Zone
Tentative speaker: Shanghai Clearing House
18:00-20:00 Banquet
March 27 Copper Session
09:00-10:00 Global Copper Market Supply & Demand Analysis and Forecast
Background: Where are copper prices heading in 2015 against change in copper supply and slower copper consumption? Will the Fed’s potential interest rate hike and a stronger dollar weigh down copper prices? How will China’s tightening credit, housing downturn and economic reforms affect copper demand?
Tentative speaker:
Wang Pei, Deputy Director of Research at CEBM Group
Angela Bi, Macquarie
10:00-10:45 Influence of Copper Concentrate TC/RCs on Ore Traders and Copper Smelters
Background: 2015 term TC/RCs for copper concentrate shipped to China rose noticeably from 2014. Declining profits for copper mines, slower copper concentrate capacity growth and dwindling grades of ore from older mines after 2015 may combine to leave slower growth in copper concentrate production. What should ore traders do to obtain more profits? Nearly 1 million mt/yr of new refined copper capacity should start operation in 2015. Will the limited blister copper output growth and sulfuric acid consumption pose hurdle to refined copper production rise? China’s copper concentrate imports may present a spike driven by climbing TC/RCs and growing copper smelting capacity in China.
Tentative speaker: Wang Jiahua,
Vice President of China Mining Association
KGHM Polska Miedz S.A.
China Minmetals Corporation
10:45-11:15 2014 Copper Price Review and 2015 Copper Market Outlook
Background: What’s the outlook for copper prices in 2015 under the influence of weak manufacturing activities, soft demand, copper inventory changes and financial investment conditions?
Tentative speaker: Zhou Xiaoou, SMM Copper Analyst (confirmed)
11:15-11:45 Support from China Power Reform to Copper Demand
Background: Although China’s power investment missed forecast in 2014, electric power sector will remain a major driver of copper consumption in 2015. Will consumption of copper and power cable present significant growth in 2015? Will China be able to meet its power investment targets in 2015?
Tentative speaker: China Electricity CouncilShanghai Electric Cable Research Institute
12:00-13:30 Lunch buffet
13:30-14:00 Influence of Banks’ Lending Policies on Funding Environment
Background: China’s bank lending tightened after the State Council issued a directive to strengthen regulation of shadow banking in early 2014. Besides, several foreign banks raised lending margins for commodity financing businesses and took a firmer grip on warehousing supervision. Banks’ strong caution towards financing deals caused many Chinese companies to cut term shipments for 2015. In this context, what should traders do to seize opportunities in spot market in 2015?
Tentative speaker: Foreign bank
14:00-15:00 Interviews – Discussion about hot topics in the marke
Interviewees expected from
■ Smelters:
Jiangxi Copper, Tongling Nonferrous Metals, Jinchuan Group,
Yunnan Copper, Daye Nonferrous Metals
■ Trade houses:
Trafigura, Louis Dreyfus, Founder, Shanghai Xiangguang Metals Trading
■ Processors:
Jinhui Copper & Aluminum, Jintian Copper & Aluminum, Hailiang
Group, Golden Dragon Precise Copper Tube, Jingcheng Copper, Chinalco
Luoyang Copper, Zhongyuan New Material, and Changzheng Copper
■ End users:
Far East Holding Group, Jiangsu Shangshang Cable, Gree Electric
Appliances, Midea, China Vanke
15:30-18:00 Visit to bonded warehouses in Shanghai Free Trade Zone
18:00-20:00 Dinner buffet
Meeting concludes
