
节点:中游(冶炼、中间品)位置:中游情绪:利空参考度:5/10
外电2月4日消息,路透社调查31位分析师,镍、铅、锌2026年前景黯淡,价格涨幅中位数预测仅4%-5%。铅因新能源车普及需求下滑,且LME仓库库存高企,成为唯一被下调预期的金属;锌预计2026年矿山产量增长将带动精炼锌供应增加;镍则因中国车企转向低镍电池、印尼产量失控..
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