锌周报（11.2 - 11.8）：双弱格局下的市场洞察

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（11.2 - 11.8）：双弱格局下的市场洞察

2025-01-14 09:22:02 来源：北方有色网责任编辑：管理员

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价格走势

伦锌价格较上周变动 - 2.67% 至 2984.0 美元 / 吨，沪锌主力较周初变动 + 0.64% 至 25025 元 / 吨。

LME 锌现货升贴水 (0 - 3) 由上周的 3.67 美元 / 吨变动至 - 24.15 美元 / 吨。

供应情况

加工费：国产锌精矿周度加工费与上周持平，维持在 1500 元 / 金属吨，进口锌精矿周度加工费同样持平，为 - 40 美元 / 干吨。尽管远期矿端预计有增量，但北方矿山受季节性减产以及冶炼厂冬储需求影响，短期内加工费上涨空间受限。

冶炼厂：预计 11 月冶炼厂产量下滑，原因是内蒙古、甘肃、河南、四川等地部分冶炼厂进入检修或减产阶段。

进口：当前锌锭进口窗口处于关闭状态。

消费情况

镀锌企业：开工率较上周微涨 0.23%，达到 56.83%，企业以刚需补货为主。从周四开始，多地再次发布环保预警，大型企业受环保影响较小，北方中小型企业受冲击相对较大。

压铸锌合金企业：开工率较上周降低 4.98%，降至 51.23%，部分大型工厂检修停产，加之高锌价抑制，下游订单量减少，开工率随之走弱。

氧化锌企业：开工率较上周小幅下滑 0.24%，为 58.78%，国内橡胶轮胎级氧化锌订单相对平稳，饲料板块需求稳定，电子板块订单仍有刚需支撑。

库存情况

截至 11 月 7 日，七地锌锭库存用量为 12 万吨，相较于 10 月 31 日增加 0.11 万吨，较 11 月 4 日减少 0.12 万吨。

LME 锌库存上周减少 0.19 万吨，降至 24.52 万吨。

市场展望

锌市场整体呈现供需双弱态势，供应端对锌价支撑作用明显，然而消费端表现疲弱。后续需重点关注宏观经济情绪以及相关政策对锌价的导向作用，短期内建议采取逢低买入进行套期保值的策略为主。

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锌周报（11.2 - 11.8）：双弱格局下的市场洞察

价格走势

供应情况

消费情况

库存情况

市场展望

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