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国内铅矿供应趋紧,铅价获部分支撑;受益于新建产能投产和再生铅产能利用率提高,精铅供应仍平稳增加。铅终端消费来看,继续保持着冷暖并进的态势。在国内外经济放缓大背景下,笔者依然维持铅价震荡偏弱的思路不变。8月铅价先抑后扬走势,截至8月24日;伦铅累计上涨55美元/吨,涨幅2.87%,收在1971美元/吨,居基本金属涨幅之首;沪铅指数上涨38元/吨,报收于15121元/吨。铅价扭转近月来的内强外弱格局,沪伦比开始收复,进出口点价开始亏损扩大化,且随着铅精矿加工费下调,铅精矿进口亏损也进一步扩大。国内外铅精矿供应增加国际铅锌研究小组(IIZSC)数据显示,2012年1-5月,国际铅精矿产量为210.9万吨,同比增加21%,主要是中国铅精矿产量增加41.8%。由于铅精矿进口矿加工费持续下滑,目前调降至70-110美元/吨,跌至2010年1O月以米新低。加工费低位抑制我国铅矿进口,6
Domestic lead ore supply is tightened and lead price is partially supported. Benefited from the new capacity being put into production and the utilization of recycled lead capacity, the supply of refined lead is still steadily increasing. Lead terminal consumption point of view, continue to maintain the trend of both warm and cold. Under the background of the economic slowdown at home and abroad, I still maintain the weak lead price shock. In August, the price of lead edged up after Jan. Aug. 24; as of Aug. 24, the total lead price of Lead had risen by USD 55.00 / tonne, or 2.87%, to close at 1971 USD / ton, ranking first in the increase of base metals. The Shanghai Lead Index rose by RMB 38 / Ton, to close at 15,121 yuan / ton. Lead prices reversed the pattern of strong external weakness in recent months, Shanghai and London began to recover, import and export prices began to expand the loss, and with the lead concentrate processing fees down, the import loss of lead concentrate also further expanded. International Lead and Zinc Concentrate Supply Increase International lead and zinc research group (IIZSC) data show that from January to May 2012, the international lead concentrate production was 2.019 million tons, up 21% over the same period last year, mainly due to the increase of 41.8% . As the lead ore concentrate imports continued to decline in processing fees, the current reduced to 70-110 US dollars / ton, fell to 1 in 2010 to a new low of M. Low processing fees to suppress lead imports in China, 6