暂无分析数据
锌市场分析
本周电解锌价格震荡上行但均价下移。宏观层面,美国7月非农新增就业人数骤降至7.3万人,失业率回升,市场对美联储9月降息预期升温。供应端,矿端宽松,部分炼厂新增产能流入市场。需求端,淡季背景下,镀锌企业开工不理想,需求整体疲软。
短期国内外货币政策偏宽松,市场情绪受提振。从基本面看,国内精炼锌产量高,社库水平增加,限制锌价上行。虽需求处淡季,多地高温多雨,但旺季临近,需求有回暖预期。整体预计下周锌价延续震荡,均价小幅上移,周均价或在22500元/吨附近,区间为22200 – 22800元/吨。
供应分析
本周锌矿供应宽松,冶炼厂原料库存充足,后续锌精矿加工费有上行预期。锌锭正常到货,但淡季下游采买有限,社会库存继续增加。据国家统计局数据,6月锌产量因原料供应增加、加工费和利润上涨而增加。7月冶炼厂检修增加,产量预计下滑但空间受限,8月或小幅增加。
冶炼厂炼锌利润本周震..
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锌价震荡,原料供应紧,需求疲软,下周真会企稳偏强吗?感觉不确定因素好多啊。
锌价震荡,原料供应紧,但需求淡季,下周真会企稳偏强吗?感觉不确定性很大啊。