Editor’s note: The National Two Sessions will be held soon, and Shanghai Nonferrous Metals (SMM) will launch a "Mind Colored & Middot; Topics Most Concerned by Hundreds of Companies". The survey covers items such as copper, aluminum, lead, zinc, nickel, and rare earths. The industry chain ranges from miners to terminal enterprises. The Shanghai Nonferrous Metals Network (SMM) has found that terminal demand, support policies, environmental issues, raw material supply, funding issues, etc. 5 Big topics are hot.

　　Copper · Hope to support the introduction of corporate policies

　　Financial expenses swallow corporate profits, and the profits of copper entities have been compressed. Whether the state has introduced support policies for entity enterprises to improve the phenomenon of enterprises working for banks has attracted the attention of copper enterprises.

　　 Another part of the copper companies expressed that they look forward to the two sessions to introduce policies to stimulate domestic demand.

　　Some companies are concerned about labor shortages and cable quality issues.

　　Aluminum · Aluminium prices are strong outside and weak inside. Hope the two sessions will stimulate domestic demand

　　 According to the Shanghai Nonferrous Metals (SMM) survey of dozens of companies in various links of the aluminum industry chain, 68% of aluminum companies are most concerned about when terminal consumption will improve.

　　 In addition to terminal demand that has attracted the attention of companies, a large aluminum company said that domestic macro policies are the biggest reason for all non-ferrous companies, including the aluminum market, and he pays close attention to the impact of domestic policies on the market. There are not a few aluminum companies that are concerned about macro policies. According to a survey by Shanghai Nonferrous Metals (SMM), these companies account for 15%.

　　 Other 17% of the aluminum companies surveyed are concerned about the fair competition between private companies and state-owned mining companies, the financing capabilities of private companies, and raw materials.

　　Lead and Zinc · Lead and zinc companies pay attention to environmental protection

　　 Shanghai Nonferrous Metals (SMM) understands that environmental protection issues are the biggest concern of lead and zinc companies, with the proportion as high as 87%.

　　Secondly, 50% of enterprises are more concerned about domestic monetary policy and downstream demand. Many companies said that the current poor downstream demand is related to the country's tightening monetary policy and the decline in economic growth. However, domestic environmental protection measures have caused many lead-acid batteries and galvanized companies to close or suspend production, which also has a certain impact on downstream demand.

　　10% of lead and zinc companies are concerned about the RMB exchange rate.

　　Nickel · pay attention to when the terminal demand is hot

　　 Shanghai Nonferrous Metals (SMM) learned that 50% of enterprises pay attention to when terminal consumer demand will start. Strict regulation of the domestic property market, slower growth in automobile production and sales, and weak demand in Europe and the United States have constrained the sales and prices of stainless steel products. The "golden three silver four" victories may no longer appear this year. 44% of enterprises are more concerned about the supply of nickel ore. As China's nickel mines are highly dependent on foreign sources, nickel smelting and processing enterprises are restricted by the supply of raw materials. The biggest risk this year is the export ban on raw metal ore in Indonesia, and Indonesia will make a final decision in May. Once the export ban is advanced, the risk of tight supply of nickel ore will suddenly increase.

　　rare earth· pay attention to how to improve mine supervision

　　 Driven by huge profits, the proliferation of rare earth mining in China has not only caused damage to resources and the environment, but also disrupted the healthy development of the rare earth market. Especially when the downstream consumption is sluggish, how to improve the supervision of rare earth mines has become the most concerned topic in the rare earth industry.

　　 In addition, many companies said that the quality of downstream deep-processing products of rare earths is uneven, and industry standards are urgently needed to regulate and restrict them.

　　Connect: China Nonferrous Metals Industry Association:

　　The financing of non-ferrous SMEs is difficult to solve the two sessions

　　 Regarding the non-ferrous industry's concern about the "Two Sessions" topic, Shanghai Nonferrous Network (SMM) telephoned the China Nonferrous Metals Association Deputy Secretary-General Wang Huajun. He said that this year, the "Two Sessions" will definitely be introduced to support small and medium-sized enterprises financing. policy. This is a boon for most non-ferrous SMEs.