Group 1 - The core viewpoint indicates that the zinc market is under pressure due to a rebound in the US dollar and a decline in the stock market, leading to a slight drop in London zinc prices by 0.08% to $3084 per ton [1][2] - The domestic refined zinc exports are replenishing overseas inventories, causing a significant drop in LME premiums, while the disparity between domestic and international markets is decreasing [2] - The demand side is showing weakness, with a seasonal downturn and lackluster pre-holiday consumption, resulting in pressure on spot premiums and a decline in confidence among holders [2] Group 2 - The recent drop in copper and tin prices has negatively impacted market sentiment, contributing to the softening of zinc prices [1] - Despite geopolitical uncertainties providing short-term risk premium support for oil prices, which limited the decline in zinc prices, overall trading activity remains sluggish [1][2] - The outlook suggests that spot zinc prices are likely to decline further [3]
长江有色：终端淡季及节前消费冷清 30日锌价或下跌
Xin Lang Cai Jing·2025-12-30 03:33