Agenda

Mar. 21st

14:00-19:00 Registration
15:00-17:00 Afternoon Tea

Mar. 22nd

09:00 Opening Speech

Global Economy

Another huge lot of European debts will mature during February to April in 2012. Four major risks loom behind this year’s European debt crisis: a second recession, sovereign debt downgrades, euro zone downsizing or breakdown and worsening of the banking industry. As the US presidential election goes on, will US debt become a vulnerable point for the Obama administration? Meanwhile, as Japan’s debt reliance hits a record 49%, bring its debt to GDP ratio to the world’s largest 220%, how long can the situation last? With debt crises successively breaking out around the globe, how will the commodities market change? What impacts on commodities are expected from politics, exchange rates, terminal demand, economic recovery and industry policies etc. in 2012?

09:10 Commodities Market under Global Economic Crisis

  1. Impact of European Debt Crisis and Euro Zone Outlook on Commodities
  2. US Debt Crisis and Possible Japanese Debt Crisis
  3. Global Economic Stimulus

Confirmed speaker: Su Aik Lim, Director, Fitch Ratings

09:50 China Monetary Policy Outlook

  1. Impact of Exchange Rate Changes on Import & Export
  2. How will China’s monetary policies change as it embraces new leaders?
  3. Real Economy’s Monetary Policy Needs

Confirmed speaker: Ba Shusong, Vice President, Financial Research Institute of Development Research Center of the State Council

10:40 Global Copper and Aluminum Markets Outlooks in 2012
Confirmed speaker: Paul Schulte, Independent Financial Advisor

11:10 Guest Interview
Subject: Major Factors Affecting Commodities in 2012
Host to be confirmed: Kong Qingying, Managing Director, Research Department, China International Capital Corporation Limited
Confirmed guests:
Ba Shusong, Vice President, Financial Research Institute of Development Research Center of the State Council
Su Aik Lim, Director, Fitch Ratings
Paul Schulte, Independent Financial Advisor

12:00 PM Buffet lunch

13:15 Guest Interview
Subject: Discussion on Near Term Copper and Aluminum Prices
Confirmed guests:
Judy Zhu, Commodity Analyst, Standard Chartered Bank
James Luke, Commodities Analyst, CICC
Gayle Berry, Director in Commodities Research, Barclays Capital
Max Layton,Executive Director,Senior Metals Research Analyst, Goldman Sachs
Mao Yiwei, General Manger, Copper Department of Jiangxi Copper International Trading Co., Ltd.
Sheng Weimin,Vice President,Research Institute of Haitong Futures Co., Ltd.

15:15 Introduction of Shanghai Metal Exchange
Confirmed Speaker:Shanghai Metal Exchange

16:00 Introduction of SHFE Trading Trends and Investors’ Expectations Towards Copper & Aluminum Markets in 2012
Confirmed Speaker: Ding Wenhui, Senior Director, Nonferrous Metal Department of Shanghai Futures Exchange

16:30 HKMEx Overview & Copper Trading Opportunity in Hong Kong
Confirmed Speaker: Albert Helmig, President, Hong Kong Mercantile Exchange

17:00 Growth of CME Copper Futures and the Changing Copper Futures Trading Landscape CME
Confirmed Speaker: Lawrence Leong, Associate Director，Metals Products, Nonferrous Metal Department of Chicago Mercantile Exchange

17:35 PM Tea break

18:30 Dinner Reception

Mar. 23rd

Macro Environment

09:00 China Aluminum Industry Development Outlook in 2012

  1. Review of China Aluminum Industry in 2011
  2. Analysis on Aluminum Industry Capacity in 2012

Confirmed speaker: Zhang Chenguang, Aluminum Industry Analyst, SMM Information & Technology Co., Ltd.
Background: as energy cost, including power cost, plays an increasingly import part in aluminum production, domestic aluminum businesses successively expanded to West China which is rich in resources and offers cheap energy. At the moment China has over 23 million mt/yr of planned new aluminum capacity. After two power rate hikes, power costs have made up 40-50% of total production costs at producers whose product costs are higher than selling prices. Meanwhile, as aluminum capacities expand westward and under power restrictions and output cuts, how will aluminum businesses act to ensure healthy and sustainable development?

09:40 China Aluminum Semis Export Outlook During 12th Five-Year Plan Period

  1. China Aluminum Semis Export Review
  2. China Aluminum Semis Export Outlook and Policy Adjustment in 2012
  3. How Will Chinese Aluminum Semis Businesses Act to Increasingly Frequent Anti-Dumping

Confirmed speaker: Wen Xianjun, Vice President, China Nonferrous Metals Industry Association
Background: China’s surging aluminum semis exports during recent years have led to adjustments in macro and export rebate policies, but also frequent anti-dumping investigations, which have built tremendous pressures on Chinese aluminum semis businesses. In the 12th Five-Year Plan period, how will policy changes affect China’s aluminum semis export? How will Chinese businesses react to frequent anti-dumping investigations?

 

10:30 China Bauxite Resource Distribution and Development Outlook

  1. China Bauxite Resource Distribution and Recent Prospecting Results
  2. China Bauxite Supply & Demand Development
  3. Analysis on China Bauxite Supply & Demand in 2012

Confirmed speaker: Zhang Mei,Researcher, Information Center of Ministry of Land and Resources
Background: due to shortage and low grades, China has maintained vast bauxite imports, keeping its bauxite self-sufficiency below 50%. While bauxite imports continue to expand, Chinese aluminum businesses have also begun investments in overseas bauxite resources.

11:20 11:20 China Secondary Aluminum Industry Overview and Liquid Aluminum Supply Outlook

  1. China Secondary Aluminum Industry Overview
  2. Challenges for Liquid Aluminum Supply
  3. Liquid Aluminum Supply Outlook

Confirmed speaker:Li Hongwei, Deputy General Manager, Chongqing SigmaMetals.,Inc
Background: China’s secondary aluminum industry grew rapidly during recent years, with its average output growth staying above 10%. Despite high growth, the industry also faces domestic supply shortage, unbalanced and ill-regulated development. In the mean time, direct liquid aluminum supply is gaining popularity in the industry, which not only saves costs but also reduces environmental damage. Can this supply mode be widely promoted in the future?

12:15 Buffet lunch

14:00 Present Aluminum Die Casting Industry and Its Development Outlook

  1. Cooperation Patterns of Casting Aluminum and Aluminum Die Casting Businesses
  2. Present Aluminum Die Casting Industry
  3. Development Outlook of Aluminum Die Casting Industry

Confirmed speaker: Song Lianzhu，Secretary-general，Shanghai Die Casting Technology Association
Background: Growing extensive application of aluminum die casting pieces has been seen in China during recent years, supported by rapid development of the country’s auto and communications industries. However, rapid development of the Chinese aluminum die casting industry is also hampered by gradually changing cooperation patterns between aluminum die casting businesses and their raw material suppliers, price competition among aluminum die casting businesses, which led to narrowing profits, and old fashioned die casting technologies.

14:40 Present China Construction Profile Market and Its Outlook

  1. Present China Construction Profile Market
  2. Affordable Housing Fuels Construction Profile Demand
  3. Outlook of China Construction Profile Market

Confirmed speaker: Su Jingming, General Manager of Zhejiang Fu Li Hua Aluminum Co., Ltd.
Background: China’s affordable housing construction has been drawing growing wide attention in the real estate industry since 2011, especially in the face of tight property curb. In the mean time, more and more Chinese aluminum businesses are shifting their eyesight to affordable housing as exports drop and facing anti-dumping and anti-subsidy investigations by other countries.

15:30 Tea break

15:50 Opportunities Facing Aluminum Processing Industry in a New Environment

  1. China Aluminum Processing Industry Review
  2. Challenges Facing China Aluminum Processing Industry
  3. New Opportunities for China Aluminum Processing Industry During 12th Five-Year Plan Period

Confirmed speaker: Wang Chunhui, Aluminum Industry Analyst, SMM Information & Technology Co., Ltd.
Background: Following rapid development during 1H 2011 backed by high global economic growth, China’s aluminum processing industry suddenly slowed in 2H as the euro zone debt crisis worsened and due to worries towards a hard landing of the Chinese economy. Sharply contracting orders, climbing finished goods stocks, price competition and expanding capacities had almost dragged Chinese aluminum processing businesses to the brink of loss. Under such circumstance, what are challenges and opportunities facing the Chinese aluminum processing industry in 2012?

Meeting End

 


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