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How much is the demand for copper in emerging fields? [SMM South China Annual meeting]_SMM

[electric vehicles, photovoltaic wind power and other emerging applications entering a period of rapid development will drive copper demand] under the pull of electric vehicles + photovoltaic wind power, the demand for emerging applications is breaking out. Compared with the traditional cable, fuel vehicle, air conditioning, real estate and other fields, the emerging application field has entered a period of rapid development, which will drive the demand for copper.

The elasticity of stock supply weakens, can the shortage of recycled copper supply break the situation? [2021 South China Annual meeting]_SMM

[2021 South China Annual meeting | can the shortage of recycled copper supply be broken by the weakening of stock supply elasticity? Chen Xinzhi, group vice president of Foshan Nanhai Yucheng Metal Investment Co., Ltd., pointed out that the short-term supply of recycled copper continues to be tight. In the long term, the epidemic will be further brought under control, the US infrastructure will be restarted and household appliances will be upgraded, and the global copper supply will accelerate, and the average annual copper regeneration will reach 35-400000 tons after 2022.

Review of zinc consumption fulcrum in 2021 and prospects for new growth points of consumption in 2022 [South China Annual meeting 2021]_SMM

[2021 South China Annual meeting; Review of 2021 Zinc consumption fulcrum 2022] at the 2021 SMM South China Nonferrous Metals Industry Annual meeting, Zeng Tong, research director of Jinrui Futures Research Institute, gave an explanation around the theme of "Zinc consumption in 2022". He first reviewed the fulcrum of zinc consumption in 2021, and then detailed the possibility of 2022 consumption in terms of infrastructure, UHV, high-speed rail, 5G communication tower, photovoltaic and wind power.

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