Group 1 - The core viewpoint of the articles highlights the optimistic market sentiment driven by a weaker US dollar and rising copper and aluminum prices, leading to an increase in zinc prices [1][2] - The overnight London zinc price rose by 2.59%, closing at $3208 per ton, with a trading volume of 16,928 lots, indicating strong market activity [1] - Domestic macroeconomic policies are favorable, with the central government issuing 625 billion yuan in special bonds to support consumption, enhancing market optimism [2] Group 2 - The supply of zinc is expected to contract, with domestic smelters continuing to reduce production, which supports zinc prices [2] - Despite entering a seasonal low for consumption, the market shows resilience due to positive expectations for the new year and upcoming holidays [2] - The overall zinc market fundamentals are neutral, with limited contradictions, but macroeconomic preferences are expected to drive zinc prices higher today, with a reference price range of 23,300 - 24,500 yuan per ton [2]
长江有色：低库存及宏观偏好主导 6日锌价或上涨
Xin Lang Cai Jing·2026-01-06 02:55