位置:中游情绪:利好参考度:1/10


12月10日,S&P Global Market Intelligence数据显示,受价格上涨刺激增产影响,全球最大锌生产商第三季度产量同比增加12.3%。纳入业绩统计的20家头部锌生产商2024年第三季度总产量达140万吨,同比增加149104吨,均实现产量增长。伦敦金属交易所(LME)99.995%超高品位锌现货价格第三季度较第二季度上涨10.7%,收于每吨2984.90美元。

S&P Global CERA分析师于11月14日发布报告指出,受中国以外地区持续供应紧张及LME库存极低影响,锌价将在第四季度继续上涨。11月3日,LME三个月期锌价飙升至每吨3100美元,创下2024年12月以来最高水平。产量表现方面,艾芬豪矿业第三季度锌产量同比增幅最大,达201.9%至57200吨;因Kipushi矿季度产量创纪录,其产量环比亦增长36.9%。该矿售出近5万吨可售锌,季度营收达1.29亿美元(纪录值),为艾芬豪矿业贡献EB...

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