节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：4/10
泰克资源（Teck Resources）已与韩国锌业（Korea Zinc Co.）达成协议，将2026年锌精矿加工费上调。该公司正利用芯片制造关键组件银、锗的价格上涨契机，今年冶炼处理费已升至每吨85美元。
这一举措符合泰克向低碳金属转型的战略。 ..铜和锌业务。这些结构性调整反映了其对基础材料领域核心大宗商品的布局承诺。
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