During the meeting, the three keynote speakers shared valuable information from different perspectives with everyone.
Xiong Ruijian, a macro analyst at GF Futures, explained the changes in the macro fundamentals after the adjustment of the tariff policy. The complexity of the current economic situation is manifested differently in various fields. For instance, although exports have suffered some shocks, they still have a certain degree of resilience. Driven by policies and holidays, consumption has shown some unexpected performances. Overall, the economy is now facing external shocks. The government will take measures to expand domestic demand and regulate the supply and demand relationship in order to promote the sustained improvement of the economy.
② Zhao Shanquan, General Manager of the Futures Department of Guangdong Huayun Trading Co., LTD
Zhao Shanquan, the general manager of the futures department of Guangdong Huayun Trading Co., LTD., analyzed the situation of the zinc ingot spot market. The supply and demand relationship of zinc concentrate is gradually improving. The global supply is becoming increasingly loose, and the domestic output of zinc ingots is also expected to increase.
However, the performance on the consumer side has been rather lackluster. It remains to be seen how domestic policies stimulate consumption in the future.
③ Zhong Yujian, the Information Department Manager of Hainan Jushen Information Technology Co., LTD
Zhong Yujian, the manager of the Information Department of Hainan Jushen Information Technology Co., LTD., introduced the settlement practice of the Shanghai Futures Exchange to everyone. Shanghai zinc futures adopt the physical delivery method. The entire delivery process is strictly regulated, with clear requirements for the weight and quality of warehouse receipts. Meanwhile, the exchange will also supervise and manage the delivery of payment for goods and bills, reduce the risk of default, and ensure the stable operation of the market.
This exchange meeting created an opportunity for zinc metal producers, traders and processing enterprises to communicate directly. Through macro trend analysis, market pattern analysis and practical operation sharing, it helped enterprises optimize their business strategies. This exchange event, which is based on serving the real economy, not only demonstrated the development resilience of the zinc metal industry in the face of challenges, but also, through an open and collaborative platform mechanism, consolidated consensus among the upstream and downstream of the industrial chain and paved a path for coordinated progress.
Jushen Co., Ltd. stated that in the future, it will continue to collaborate with all parties in the industrial chain, hold more professional exchange activities, and based on logistics and warehousing services, inject impetus into the healthy development of the zinc metal industry in South China.
