长三角有色金属产业规划建设统一大市场

Core Viewpoint - The establishment of a unified market for the non-ferrous metal industry in the Yangtze River Delta aims to enhance the supply chain efficiency and stability, benefiting both upstream and downstream enterprises in the region [1][2]. Group 1: Industry Growth and Trends - China has become the world's largest producer and consumer of non-ferrous metals, with the industry's added value growing by 7.6% year-on-year in the first half of 2025, outpacing the average industrial growth by 1.2 percentage points [1]. - The next five years are expected to see a significant increase in the recycling volume of non-ferrous metal resources, although demand growth may outpace supply, leading to potential quality fluctuations and fragmentation in the recycling network [2]. Group 2: Supply Chain Innovation - The "Unified Market Construction Plan" includes a comprehensive supply chain platform integrating industry, finance, warehousing, and logistics, aimed at creating a cross-regional trading platform that consolidates storage, information dissemination, transaction payments, and post-transaction services [2]. - The implementation of the plan is anticipated to provide low-cost, high-amount financing for enterprises and ensure high-quality, cost-effective raw materials for copper products, ultimately achieving a win-win situation for both upstream and downstream companies [2].