Group 1 - The core viewpoint indicates that the domestic lead prices have risen due to supportive policies and positive market sentiment, while global lead prices are also buoyed by a weaker dollar and increased risk appetite in the stock market [1][2] - The Shanghai lead futures market saw a slight increase, with the main contract closing at 17,520 yuan per ton, up 120 yuan or 0.69%, and trading volume reaching 56,885 lots [1] - The current market for lead is characterized by a structural differentiation in supply, with primary lead production facing constraints due to tight concentrate availability and low processing fees, while recycled lead is limited by high costs and low operating rates [2] Group 2 - Demand in the lead battery sector is experiencing a seasonal downturn, influenced by inventory adjustments from end-of-year vehicle manufacturers and the transition period of new national standards, leading to reduced operating rates [2] - The overall market is currently subdued, with transactions primarily consisting of spot trades, and sellers are increasing discounts to recover funds, reflecting typical pre-holiday seasonal trading characteristics [2] - Short-term price support is provided by low social inventory, while the pressure from factory inventory and seasonal demand constraints may limit upward price movement, indicating that lead prices are likely to exhibit a predominantly strong trend [2]
长江有色：6日铅价上涨 散单成交淡持货让利贴水扩
Xin Lang Cai Jing·2026-01-06 09:09