Group 1 - The core viewpoint indicates that the zinc market is under pressure due to rising US dollar index and falling oil prices, leading to a decrease in risk appetite among investors, with LME zinc prices dropping by 2.63% to $3160 per ton [1] - The overnight LME zinc experienced fluctuations, opening at $3246.5 per ton, reaching a high of $3258.5, and a low of $3153, closing down $86 [1] - The domestic zinc market is facing tight supply conditions, with low processing fees for zinc concentrate and reduced demand from smelters due to production cuts or maintenance [2] Group 2 - The recent increase in zinc prices has led to a decrease in downstream purchasing willingness, with expectations for demand recovery post-holiday [2] - The overall market sentiment is complicated by the unexpected rebound in ISM services activity and the deteriorating situation in Venezuela, which has heightened risk aversion among investors [1] - Social inventory of zinc has accumulated, and the market is expected to follow the trends of surrounding metals, with a forecast of potential price declines [2]
长江有色：铜铝回调及年末淡季成交疲弱 8日锌价或下跌
Xin Lang Cai Jing·2026-01-08 04:35