位置：中游情绪：利好参考度：4/10


据海关数据，7月0013;国锡锭进口量达2167吨，环比增长21.33%，同比增长157.98%。1 – 7月累计进口量为13461吨，累计同比增长62.34%。

进口量上升主要源于两方面。其一，秘鲁抛售，其占进口总量58%，即1251吨，因Minsur公司抛售库存。其二，锁价订单到港，5 – 6月套利窗口短暂开启时锁定的订单，于7月集中到港。

7月中国锡锭出口量为1673吨，环比下降15.2%，同比下降3.7%。区域分化特征显著。对印度、荷兰及中国中国Tai...反映出东南亚电子产业链转移的趋势。

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