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Beijing Metals & Mining Briefing

金属与矿业年终复盘会：数据盘点 × 策略前瞻

我们诚邀您出席伍德麦肯兹​金属与矿业年终复盘会：数据盘点 × 策略前瞻。

2025年的市场波动和地缘政治变化给行业带来了诸多不确定性。本次会议将聚焦于核心数据盘点和2025年策略前瞻，由我们的资深专家团队为您深度解析关键金属与矿业市场的最新格局与未来趋势。

活动详情
日期：2024年12月4日
时间: 北京时间下午1:00至4:10​
地点：北京，中国

如您有任何疑问，欢迎联系朱浩:
+65 9723 9037  aaron.zhu@woodmac.com
或 北京办公室：+010 5965 2600 


We are delighted to invite you to our in-person metals and mining briefing in Beijing. 

The market volatility and geopolitical shifts of 2025 have introduced significant uncertainty into the industry. Our team of senior experts will provide an in-depth analysis of the latest landscape and future trends across key metals and mining markets.

Event Details
Date: December 4, 2024
Time: 1:00 PM – 4:10 PM Beijing Time (BJT)
Location: Beijing, China

 

议程安排​

 

时间

内容

1:00pm

签到 Registration 

1:30pm

致欢迎辞 Welcome and introductions

1:35pm
  • ​全球格局｜中国“十五五”将如何重塑在全球贸易中的定位？
    Macro: How will China's 15th Five-Year Plan re-establish its position in global trade ​
  • 铜市场｜从“过剩”到“短缺”的关键转折点 
    Copper: Copper's transition from surplus to shortage ​
  • 锌市场｜短期价格支撑的核心逻辑
    Zinc: Fundamental support fuelling the short-term zinc price recovery to remain high 

 

2:45pm

茶歇 Tea Break

3:00pm
  • 关键矿物｜中国与海外资源国：竞争？协同？双赢？
    BRM: Critical Minerals - how China and overseas resource countries can achieve synergistic coexistence​
  • 铁矿石｜西芒杜：高品位新供应的“搅局者”
    Iron ore - Simandou: a high-grade disruptor and savior for declining Pilbara ore grades
  • 焦煤｜“反内卷”时代的供应调整与进口结构变化
    Coals: The impact of anti-involution on production and changes in import landscape of coking coal
    ​

4:00pm

茶歇与自由讨论 Closing