Group 1 - The core viewpoint indicates that the tin market is experiencing weak demand and supply, leading to a fluctuating price trend. The current price of tin is reported at 261,920 yuan/ton, with a decrease of 0.59% [1] - Recent discussions at the Wa State conference have led to expectations of a slight recovery in tin ore supply, although the overall demand remains weak due to the off-season [1] - The resumption of mining operations in Myanmar's Wa State is limited by rising licensing fees, but some operators have obtained three-year mining licenses, which may lead to a gradual increase in shipments in the coming months [1][2] Group 2 - The smelting plants are currently holding a bullish price sentiment, while traders are cautiously entering the market, primarily focusing on essential purchases [2] - The traditional off-season for downstream demand is impacting order levels, with a decline in actual monthly demand due to reduced production in home appliances and the conclusion of solar energy installations [2] - The market is experiencing a "high inventory, low turnover" situation, with some companies forced to cut production due to insufficient scrap supply and declining processing fees, which are increasing production costs [1][2]
淡季需求偏弱 沪锡震荡下行【7月17日SHFE市场收盘评论】
Wen Hua Cai Jing·2025-07-17 11:13