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3月11日宣布，已与韩国锌业公司签署合作协议，确定2026年锌精矿年度冶炼处理费为每吨85美元。此次加工费上调系受益于银、锗价格大幅上涨，而这两种金属作为芯片制造核心原料，需求端支撑显著。
该协议契合泰克资源的低碳金属业务转型战略。完成炼焦煤业务剥离ŏ..铜、锌两大金属品种，上述结构性调整彰显了对基础材料领域核心商品的战略布局承诺。
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