锌周报（2024.10.19 - 2024.10.25）：供需涟漪与市场风向

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（2024.10.19 - 2024.10.25）：供需涟漪与市场风向

2025-01-14 09:21:35 来源：北方有色网责任编辑：管理员

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一、价格走势追踪

伦锌波折，周初 3100 美元 / 吨开盘，受欧洲能源、有色板块调整影响下探至 3060 美元 / 吨，后因美国制造业数据反弹至 3120 美元 / 吨，周末回落至 3080 美元 / 吨，周跌约 0.6%。沪锌主力联动，开盘 25800 元 / 吨，最高 26000 元 / 吨，最低 25500 元 / 吨，收盘 25700 元 / 吨，周跌 0.4%。

二、供应端剖析

锌精矿供应，国产加工费上调 50 元 / 金属吨至 1400 元 / 金属吨，因部分中小矿山提产能利用率，进口维持 - 30 美元 / 干吨，矿端有改善但受运输阻碍，影响原料供应及时性。
冶炼厂方面，全国平均开工率 83% 左右，大厂稳定生产，小厂因前期订单积压本周加速，但面临环保督察间歇性停产风险。

三、消费端瞭望

镀锌市场，开工率降 1 个百分点至 54%，房地产低迷致镀锌板材需求弱，老旧小区改造难补缺口。
压铸锌合金领域，开工率持平 52%，下游消费电子淡季，订单平稳，压铸企业常规生产。
氧化锌行业，开工率微升 0.3 个百分点至 57.5%，橡胶行业四季度旺季加大采购，涂料、陶瓷需求平稳。

四、库存情况梳理

截至 10 月 25 日，国内主地区锌锭库存 13 万吨，较上周增 0.5 万吨，上海增 0.3 万吨至 4.2 万吨，因到货多、下游提货慢；广东增 0.1 万吨至 3.6 万吨。LME 锌库存本周增 0.3 万吨至 25 万吨，国际供应宽松初显。

五、市场展望与建议

展望后续，供应端维持格局、局部微调，运输问题或制约矿端供应。消费端，房地产低迷难改，部分旺季行业支撑，锌市供需博弈呈弱平衡。投资者观望，待趋势明朗；产业链企业关注库存，合理安排产销。

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锌周报（2024.10.19 - 2024.10.25）：供需涟漪与市场风向

一、价格走势追踪

二、供应端剖析

三、消费端瞭望

四、库存情况梳理

五、市场展望与建议

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