Group 1 - The geopolitical risk premium is rising, and the continued decline of the US dollar index supports the zinc market, with overnight London zinc prices increasing by over 2% [1] - The overnight London zinc price opened at $3,157 per ton, reached a high of $3,222.5, and closed at $3,214, up $65 or 2.05%, with a trading volume of 11,180 lots [1] - The Shanghai zinc market also showed strength, with the main contract closing at 24,320 yuan per ton, up 250 yuan or 1.04% [1] Group 2 - The Chinese Ministry of Finance announced the cancellation of the VAT export rebate for photovoltaic products starting April 1, 2026, which is expected to trigger a rush for exports and create short-term demand benefits [2] - Domestic zinc smelting plants are experiencing increased losses, leading to further production cuts, while the import window for zinc concentrate has reopened after a significant reduction in losses [2] - Despite the recovery of production in previously restricted enterprises, the cold weather in northern China has dampened end-user purchasing enthusiasm, leading to cautious attitudes towards future demand and winter stockpiling [2]
长江有色：美指下跌及多头强劲支撑 13日锌价或上涨
Xin Lang Cai Jing·2026-01-13 03:17