![title](https://imgqn.smm.cn/production/appcenter/imageRrjJi20231222133956.png)
会议时间
2024年4月22-24日
会议地点
浙江·杭州 英冠索菲特酒店
会议背景
展望2024年宏观,美国在持续一年多的加息道路上通胀如期下降,但距离2%通胀目标,仍有一定距离。因此2024年初,预期美联储仍将保持高利率,同时美国也将迎来新的挑战,叠加地缘政治不确定性,美元存在支撑,美国通胀有望逐渐降至其预期水平,降息预期将移至2024年后半年,美国有望率先开启制造业补库周期,带动全球经济进一步复苏。而欧洲方面则不容乐观。2024年往后,欧洲将面临高昂的进口能源价格以及核心竞争力如汽车、半导体行业的弱化,经济增长缺乏动力,欧元疲软也将成为支撑美元关键因素。中国视角从产业补库角度剖析,目前国内工业品等成品库存均处于低位,企业利润收缩令制造业步伐艰难,产业补库逻辑尚未全面开启,经济预期与现实博弈,消费信心则在“L”型向“U”型转换阶段。2024年后随着前期政策频繁发力,以及后续政策积极配合,中央干预经济金融活动,预计国内经济将扎实筑底,稳步向上。 观测铜基本面,矿端在2023年整体呈现宽松,传导至2024年上半年亦是如此,但随着全球粗练产能于2024年后集中上马,矿端将日趋紧张至2026年,远期交易逻辑上看,供应端将对铜价形成支撑。电解铜端,2024年国内电解铜供给端口将保持较快增速,铜金属量将转为过剩,全球视角过剩幅度更甚。展望消费端口,房地产竣工端或将出现回落,届时地产链相关行业将面临较大压力,将给国内铜消费带来一定损伤;国内铜加工以及深加工端出口面临压力,海外隐性库存流入增长预期下,国内低库存状态将得到明显缓解。预计2024年沪铜或将难有2022年以及2023年长期backwardation行情,contango或成为主交易逻辑。 在这生机勃勃、万物复苏、春意盎然的美好时光里,上海有色网诚邀您出席“2024SMM(第十九届)铜业大会暨铜产业博览会”。 本次大会主题“低碳再生循环 发展机遇挑战”。大会由SMM主办,线上线下同步举行。大会拟邀请政、产、学、研、融、介、媒等方面重要嘉宾出席大会,大会设立高质量开幕式、有色企业家鸡尾酒会、颁奖招待晚宴、商务考察活动、投资促进交流会、主论坛、6分论坛、展览会等重大活动。上海有色网诚邀您在机会与挑战并存时刻,共同探讨2024年铜产业供需发展前景。
![title](https://imgqn.smm.cn/production/appcenter/imageDaCBk20231222134246.png)
- 4月22日
- 4月23日
- 4月24日
![schedule](https://imgqn.smm.cn/production/appcenter/imageitaPP20240416133805.png)
![schedule](https://imgqn.smm.cn/production/appcenter/imageOWkul20231222134309.png)
![schedule](https://imgqn.smm.cn/production/appcenter/imageANQoa20240223174938.png)
![title](https://imgqn.smm.cn/production/appcenter/imagezppUb20231222134452.png)
- 1供需会点击查看
- 2主论坛点击查看
- 3论坛一:2024SMM电工输配电论坛点击查看
- 4论坛二:2024 SMM铜棒产业发展论坛点击查看
- 5论坛三:2024 SMM铜板带箔产业发展论坛点击查看
- 6论坛四:2024 SMM铜原料和消费发展论坛 点击查看
- 7论坛五:2024SMM战略咨询高峰论坛--铜产业链海外投资机会发现 点击查看
![title](https://imgqn.smm.cn/production/appcenter/imageeFClW20231222135237.png)
点击查看更多>>
![title](https://imgqn.smm.cn/production/appcenter/imagekSMvx20231222135225.png)
主办方
![logo](https://imgqn.smm.cn/production/appcenter/imageycTPF20240102173640.png)
![logo](https://imgqn.smm.cn/production/appcenter/imageUygud20231222140706.png)
发起单位
![logo](https://imgqn.smm.cn/production/appcenter/imageUUHTD20240402150217.png)
![logo](https://imgqn.smm.cn/production/appcenter/imageplFNg20240329112626.png)
![logo](https://imgqn.smm.cn/production/appcenter/imageWPuTf20240308170330.png)
![logo](https://imgqn.smm.cn/production/appcenter/imageKFoVv20240329112633.png)
![logo](https://imgqn.smm.cn/production/appcenter/imagektnYT20240329112640.png)
特邀协办单位
![logo](https://imgqn.smm.cn/production/appcenter/imageFTOdP20240116112657.png)
![logo](https://imgqn.smm.cn/production/appcenter/imageIKoMU20240116112701.png)
![logo](https://imgqn.smm.cn/production/appcenter/imagezMnSD20240116112709.png)
![logo](https://imgqn.smm.cn/production/appcenter/imageqOMQn20240116112718.png)
![logo](https://imgqn.smm.cn/production/appcenter/imagegoOQB20240116112726.png)
![logo](https://imgqn.smm.cn/production/appcenter/imageDDoKw20240122105654.png)
![logo](https://imgqn.smm.cn/production/appcenter/imageBlRwo20240122105659.png)
![logo](https://imgqn.smm.cn/production/appcenter/imageVtfoT20240122105704.png)
![logo](https://imgqn.smm.cn/production/appcenter/imageIpzZe20240130104726.png)
![logo](https://imgqn.smm.cn/production/appcenter/imageBoxBs20240315151613.png)
支持单位
![logo](https://imgqn.smm.cn/production/appcenter/imageYqyfO20240130104809.png)
![logo](https://imgqn.smm.cn/production/appcenter/imagehSlDY20240130104817.png)
![logo](https://imgqn.smm.cn/production/appcenter/imageauQex20240306162537.png)
![logo](https://imgqn.smm.cn/production/appcenter/imagexsFFL20240308170306.png)
![logo](https://imgqn.smm.cn/production/appcenter/imageZrUol20240407151607.png)
合作单位
![logo](https://imgqn.smm.cn/production/appcenter/imageHoJEf20240116112741.png)
![logo](https://imgqn.smm.cn/production/appcenter/imagewdcin20240122105712.png)
![logo](https://imgqn.smm.cn/production/appcenter/imagernmUV20240122105720.png)
![logo](https://imgqn.smm.cn/production/appcenter/imageiXoBg20240125170525.png)
![logo](https://imgqn.smm.cn/production/appcenter/imageDyrIY20240125170529.png)
![logo](https://imgqn.smm.cn/production/appcenter/imageCTFhW20240207114309.png)
![logo](https://imgqn.smm.cn/production/appcenter/imagemWiaB20240207114313.png)
![logo](https://imgqn.smm.cn/production/appcenter/imagencHxL20240223174544.png)
![logo](https://imgqn.smm.cn/production/appcenter/imageLBNju20240223174550.png)
![logo](https://imgqn.smm.cn/production/appcenter/imageQEAMV20240304112704.png)
![logo](https://imgqn.smm.cn/production/appcenter/imagecPOKE20240304112709.png)
![logo](https://imgqn.smm.cn/production/appcenter/imageRdsFE20240304112714.png)
![logo](https://imgqn.smm.cn/production/appcenter/imagesjBxB20240408153005.png)
![logo](https://imgqn.smm.cn/production/appcenter/imagepspcv20240306151545.png)
![logo](https://imgqn.smm.cn/production/appcenter/imagetdMDE20240313155033.png)
![logo](https://imgqn.smm.cn/production/appcenter/imageuhNbP20240313155021.png)
![logo](https://imgqn.smm.cn/production/appcenter/imageruchy20240313155041.png)
![logo](https://imgqn.smm.cn/production/appcenter/imagetfvsW20240313154929.png)
![logo](https://imgqn.smm.cn/production/appcenter/imagetaXuh20240313154933.png)
![logo](https://imgqn.smm.cn/production/appcenter/imageBUIcG20240313154942.png)
![logo](https://imgqn.smm.cn/production/appcenter/imagelIlxw20240313154947.png)
![logo](https://imgqn.smm.cn/production/appcenter/imagepsjHF20240313154956.png)
![logo](https://imgqn.smm.cn/production/appcenter/imageiAwBt20240315151621.png)
![logo](https://imgqn.smm.cn/production/appcenter/imageQGunf20240320132611.png)
![logo](https://imgqn.smm.cn/production/appcenter/imageVQIIl20240322173758.png)
![logo](https://imgqn.smm.cn/production/appcenter/imageBRViO20240327145022.png)
![logo](https://imgqn.smm.cn/production/appcenter/imageXPFLQ20240327145027.png)
![logo](https://imgqn.smm.cn/production/appcenter/imageQSZKO20240329112705.png)
![logo](https://imgqn.smm.cn/production/appcenter/imagefMFtV20240329112710.png)
![logo](https://imgqn.smm.cn/production/appcenter/imagejWDwX20240329112744.png)
![logo](https://imgqn.smm.cn/production/appcenter/imageISTip20240329112723.png)
![logo](https://imgqn.smm.cn/production/appcenter/imageedFTR20240329112730.png)
![logo](https://imgqn.smm.cn/production/appcenter/imageKSLXE20240402150226.png)
![logo](https://imgqn.smm.cn/production/appcenter/imageCfisb20240402150231.png)
![logo](https://imgqn.smm.cn/production/appcenter/imagepTYPv20240407151620.png)
![logo](https://imgqn.smm.cn/production/appcenter/imageZDOtL20240407151627.png)
![logo](https://imgqn.smm.cn/production/appcenter/imageElxVg20240421124524.png)
鸣谢单位
![logo](https://imgqn.smm.cn/production/appcenter/imageMFoPz20240126115204.png)
![logo](https://imgqn.smm.cn/production/appcenter/imageaiAKh20240116112609.png)
![logo](https://imgqn.smm.cn/production/appcenter/imagekUDpD20240125170537.png)
![logo](https://imgqn.smm.cn/production/appcenter/imagesTQgi20240304112726.png)
![logo](https://imgqn.smm.cn/production/appcenter/imageZqdUB20240304112732.png)
![logo](https://imgqn.smm.cn/production/appcenter/imageRcfsr20240304164654.png)
![logo](https://imgqn.smm.cn/production/appcenter/imageIjkkd20240306151602.png)
![logo](https://imgqn.smm.cn/production/appcenter/imageXPpMd20240306151557.png)
![logo](https://imgqn.smm.cn/production/appcenter/imageKFEXP20240322173826.png)
![logo](https://imgqn.smm.cn/production/appcenter/imageGaUwh20240322173809.png)
![logo](https://imgqn.smm.cn/production/appcenter/imageiTUOT20240322173817.png)
![logo](https://imgqn.smm.cn/production/appcenter/imageQBHhe20240322173812.png)
![logo](https://imgqn.smm.cn/production/appcenter/imageKDxvg20240329112753.png)
![logo](https://imgqn.smm.cn/production/appcenter/imageiUDJH20240329112759.png)
![logo](https://imgqn.smm.cn/production/appcenter/imageBXGYn20240402150246.png)
![logo](https://imgqn.smm.cn/production/appcenter/imageqwhWu20240402150256.png)
![logo](https://imgqn.smm.cn/production/appcenter/imagefgQNa20240402150301.png)
![logo](https://imgqn.smm.cn/production/appcenter/imagednGCT20240407151638.png)
![logo](https://imgqn.smm.cn/production/appcenter/imageKULrK20240407151649.png)
![logo](https://imgqn.smm.cn/production/appcenter/imagezyRLM20240408153016.png)
媒体赞助
![logo](https://imgqn.smm.cn/production/appcenter/imagepVxmP20240402154642.png)
![logo](https://imgqn.smm.cn/production/appcenter/imageOAyux20240402154917.png)
![logo](https://imgqn.smm.cn/production/appcenter/imageyoqXa20240402154923.png)
![logo](https://imgqn.smm.cn/production/appcenter/imagenUquA20240402154939.png)
![logo](https://imgqn.smm.cn/production/appcenter/imageGBwVr20240402154944.png)
![logo](https://imgqn.smm.cn/production/appcenter/imagetsPAW20240402154951.png)
![logo](https://imgqn.smm.cn/production/appcenter/imagescyvq20240418115850.png)
![logo](https://imgqn.smm.cn/production/appcenter/imagezdVpu20240402155006.png)
![logo](https://imgqn.smm.cn/production/appcenter/imagetiMxG20240402155012.png)
![logo](https://imgqn.smm.cn/production/appcenter/imagebPLlY20240402155029.png)
![logo](https://imgqn.smm.cn/production/appcenter/imageHiIQC20240403100235.png)
![logo](https://imgqn.smm.cn/production/appcenter/imagexwvWJ20240403100606.png)
![logo](https://imgqn.smm.cn/production/appcenter/imageqBMJw20240403100418.png)
![logo](https://imgqn.smm.cn/production/appcenter/imageNPbAu20240410163908.png)
![logo](https://imgqn.smm.cn/production/appcenter/imagejVhpZ20240407151716.png)
![title](https://imgqn.smm.cn/production/appcenter/imageBLYGV20231222135033.png)
联系我们
请填写右侧表格,我们将尽快与您取得联络
联系人:马瑶
联系方式:18321395342
![](https://imgqn.smm.cn/production/appcenter/imageFtEVD20231222135205.png)