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Letter of Invitation for the 2022 ACE Consulting Conference
- China Aluminium Network
- Post Time: 2022/12/9
- Click Amount: 932
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【Aluminum Road Network】
┃Conference background
In the past two or three years, the aluminum and upstream and downstream industries have reproduced a long-term bull market, which reflects the adjustment of production capacity and structural optimization under China's supply-side reform; the continuous rebound in demand in the post-coronavirus era and the short-term demand caused by strong decarbonization. Time power imbalance; the impact of the Russia-Ukraine conflict on global energy and the resulting insufficient aluminum investment increment or even supply contraction.
However, after entering 2022, the expectation of a global economic recession in the context of the Fed's interest rate hike cycle has led to a "diving" in the price of base metals. However, after the expectation, the current historically low inventory and the expansion of demand driven by the development of green and new energy have formed a strong force on the market. support. Although the current market macro liquidity is still in a period of tightening, the price is bound to return to the normal expansion track of the global economy after repeated games. It can be said that under the general environment of the global economy, internal and external linkages are constantly strengthening, and local industrial policies will also guide the development of the aluminum industry. The aluminum market will still be tested in multiple aspects in 2023, but the staged pressure will also test the confidence of the industry.
In order to thoroughly implement the spirit of General Secretary Xi Jinping's inspection of Guangxi's "4.27" important speech and a series of important instructions for Guangxi's work, and promote the high-end, intelligent, and green development of the aluminum industry in the new era, the Standing Committee of the Guangxi Autonomous Region People's Congress in 2022 On September 23, the "Decision on Promoting the High-Quality Development of the Aluminum Industry" was reviewed and approved. This is the first time that China supports the development of the aluminum industry in the form of regulatory decisions. Current Guangxi Oxidation Source:
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