位置：中游情绪：利空参考度：1/10
2月12日，高盛发布对全球锌市场的最新预判，预计今年该市场将呈现小幅过剩态势，核心驱动因素包括矿山供应增长、精矿去库存，同时终端需求维持稳定。该行指出，当前全球锌市场供需结构尚未达到需中国持续出口以实现平衡的状态，但需关注阶段性供需变化的潜在影响。
值得注意的是，高盛预判2027年和2028年矿山供应增速将显著放缓，届时中国以外的锌市场供需格局将Ļ..短缺。这一转变源于矿山端新增产能释放节奏的调整，以及需求端的持续复苏预期。
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