需求端持续不及预期 预计铅价上行空间相对有限
Jin Tou Wang·2025-08-06 08:05

Core Viewpoint - The lead futures market is experiencing cautious sentiment with expectations of limited upward movement in prices due to weak demand and supply dynamics [2][3][4] Group 1: Market Performance - On August 6, lead futures saw a rapid increase, peaking at 16,935.00 yuan, with the main contract closing at 16,855.00 yuan, reflecting a 0.84% increase [1] Group 2: Institutional Perspectives - New Lake Futures maintains a cautious bearish outlook on lead prices, citing insufficient demand and concerns over the impact of anti-dumping taxes on lead-acid batteries from the Middle East [2] - Copper Crown Jin Yuan Futures predicts a weak short-term performance for lead prices, influenced by cautious purchasing behavior and increased supply [3] - Wenkang Futures notes limited upward potential for lead prices, with a tightening supply of primary lead ingots and a gradual increase in domestic inventory [4]