Group 1 - The core viewpoint indicates that lead prices have experienced a significant decline due to a combination of macroeconomic sentiment shifts and fundamental pressures in the industry [2][3] - On January 8, 2026, lead prices dropped sharply, driven by dual pressures from domestic and international factors, including a stronger US dollar and a lack of robust monetary policy support from the central bank [2] - The supply-demand dynamics have shifted to a "supply increase and demand decrease" scenario, with rising inventories in smelting plants and a slowdown in demand from key sectors like lead-acid batteries [2] Group 2 - The short-term outlook for lead prices is dominated by bearish sentiment and seasonal demand weakness, suggesting a continuation of weak fluctuations [3] - Long-term price trends will depend on the recovery strength of downstream demand post-holiday and actual adjustments in the supply side, particularly in recycled lead [3] - The market is currently in a process of rebalancing between macroeconomic sentiment and industry fundamentals [3]
长江有色：8日铅价下跌 铅价突遭抛售现货刚需补库
Xin Lang Cai Jing·2026-01-08 08:42