库存周期共振，商品牛市来袭会当凌绝顶，一览众山小——期货2024年中策略会'有色板块'

Summary of Conference Call Industry Overview - The discussion focuses on the copper industry, specifically the outlook for copper prices in the second half of the year [1] Core Insights and Arguments - Current demand for copper is relatively weak, with domestic inventory levels remaining high [1] - There is an expectation that if demand recovers after a decline in copper prices, inventory levels will decrease [1] - The overall outlook for copper prices in the second half of the year is optimistic [1] Other Important Content - The analysis suggests a potential recovery in demand, which could positively impact copper prices [1]