锌周报（11.16 - 11.22）：供应受限需求有亮点，锌价高位整理待突破

基础金属	铜电解铜铜精矿铜管铜棒废铜铜排铜合金精铜杆再生铜杆铜板带铝铝土矿氧化铝电解铝铝辅料铝棒铝合金锭废铝铝杆铝型材铝板卷铅铅精矿铅锭铅蓄电池再生精铅还原铅废铅蓄电池铅合金锌锌精矿电解锌锌合金氧化锌锌粉锡锡精矿锡锭锡材镁
稀有金属	稀土稀土矿稀土氧化物稀土金属钕铁硼稀散金属锑铋铟锗镓硒钽锆贵金属白银钨钨精矿 APT(仲钨酸铵)钨粉碳化钨钨酸钠钨条钨铁钨材钼钼精矿工业氧化钼钼铁钼化工高纯三氧化钼钼金属钛钛精矿钛渣四氯化钛海绵钛钛金属钛白粉硒
新能源	锂锂矿锂化合物金属锂镍镍矿镍铁精炼镍镍盐高冰镍 MHP 钴电解钴钴粉氯化钴四氧化三钴硫酸钴钴中间品氧化钴碳酸钴钴酸锂锰锰矿电解锰电池级硫酸锰锂电正负极三元前驱体磷酸铁正极材料石油焦针状焦包覆沥青人造石墨硅碳负极硅氧负极硅

基础金属

铜电解铜铜精矿铜管铜棒废铜铜排铜合金精铜杆再生铜杆铜板带铝铝土矿氧化铝电解铝铝辅料铝棒铝合金锭废铝铝杆铝型材铝板卷铅铅精矿铅锭铅蓄电池再生精铅还原铅废铅蓄电池铅合金锌锌精矿电解锌锌合金氧化锌锌粉锡锡精矿锡锭锡材镁

稀有金属

稀土稀土矿稀土氧化物稀土金属钕铁硼 稀散金属锑铋铟锗镓硒钽锆 贵金属白银钨钨精矿 APT(仲钨酸铵)钨粉碳化钨钨酸钠钨条钨铁钨材钼钼精矿工业氧化钼钼铁钼化工高纯三氧化钼钼金属钛钛精矿钛渣四氯化钛海绵钛钛金属钛白粉硒

新能源

锂锂矿锂化合物金属锂镍镍矿镍铁精炼镍镍盐高冰镍 MHP 钴电解钴钴粉氯化钴四氧化三钴硫酸钴钴中间品氧化钴碳酸钴钴酸锂锰锰矿电解锰电池级硫酸锰 锂电正负极三元前驱体磷酸铁正极材料石油焦针状焦包覆沥青人造石墨硅碳负极硅氧负极硅

锌周报（11.16 - 11.22）：供应受限需求有亮点，锌价高位整理待突破

2025-01-14 09:23:06 来源：北方有色网责任编辑：管理员

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行情表现

价格变动：截至 11 月 22 日当周，沪锌主力合约收盘价上涨 2.15% 至 25,170 元 / 吨，伦锌收盘价（电子盘）上涨 0.63% 至 2,972 美元 / 吨。
升贴水情况：LME 锌升贴水（0-3）在本周处于波动状态，单位为美元 / 吨。国内现货升贴水方面，上海地区、广东地区也有各自的变动情况。

供应情况

矿山方面：11 月底青海地区部分矿山逐渐进入停产状态，随着气温降低，预计后续国内矿产量将持续下滑。
加工费方面：SMM 国产锌精矿周度加工费较上周持平为 1500 元 / 金属吨，SMM 进口锌精矿周度加工费较上周持平为 - 40 美元 / 干吨。
冶炼方面1：预计 11 月冶炼厂产量下降，主因内蒙古、甘肃、河南、四川等地部分冶炼厂检修和减产。

需求情况

镀锌企业：开工率较上周上涨 4.25% 至 63.6%，镀锌管企业普遍反映订单较好，部分企业可达到满负荷生产。
压铸锌合金企业：开工率较上周上涨 2.83% 至 59%，部分企业或因今年过年较早的原因提前进行采买备货，且下游箱包拉链和小五金相关订单有所回升。
氧化锌企业：开工率较上周上涨 0.2% 至 59.23%，橡胶轮胎级氧化锌订单持稳运行，近期饲料级氧化锌订单受大厂养殖需求带动有所提高，但整体改善幅度有限。

库存情况

国内库存：根据 SMM，截至 11 月 21 日，SMM 七地锌锭库存总量为 11.87 万吨，较 11 月 14 日降低 0.87 万吨，较 11 月 18 日降低 0.92 万吨，国内库存录减，主因周内仓库到货未见明显改善。
LME 库存：较上周增加 1.29 万吨至 26.13 万吨。

后市展望

国内矿产逐步减少，海外矿产短期难见增量，内外加工费反弹乏力，原料端支撑依旧，预计锌价短期维持高位整理为主，运行区间 24,500-25,500 元 / 吨。考虑下游消费整体处于偏淡状态，且下游畏高情绪较为明显，锌价不具备继续冲高动力，多单注意利润保护，后续关注出口订单前置带来的需求增量。

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锌周报（11.16 - 11.22）：供应受限需求有亮点，锌价高位整理待突破

行情表现

供应情况

需求情况

库存情况

后市展望

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