全球金属狂热停不下来!“神铜”疯完轮到“狂锡” LME锡价突破5.1万美元创历史新高

Group 1 - LME tin prices have surpassed $51,000 per ton, continuing a three-year bull market driven by strong demand from the global electronics industry and significant investments in AI infrastructure and data centers [1][3] - The price of tin on the LME reached $51,675 per ton, marking a 4.3% increase, surpassing the previous record set in 2022 during a period of heightened demand due to supply chain disruptions caused by the COVID-19 pandemic [1][2] - Chinese investors are heavily buying into the global metal market, contributing to a nearly 40% increase in tin prices last year and over a 25% rise since the beginning of 2026 [1][2] Group 2 - The Shanghai tin price has also reached a new historical high of 413,170 yuan per ton (approximately $59,212), reflecting a nearly 9% increase, driven by significant capital inflows into the Chinese stock market [2] - Indonesia's tin supply is under scrutiny due to military crackdowns on illegal mining, which have impacted major production areas, although exports have recently surged [2] - LME tin inventories have risen to their highest level in 11 months, indicating that the market does not currently exhibit signs of extreme supply tightness [2][6] Group 3 - The recent surge in industrial metal prices, including copper and tin, is attributed to a combination of factors such as the recovery in global demand, the transition to electrification and renewable energy, and unprecedented demand for AI computing infrastructure [3][4] - The demand for copper, which has seen significant price increases, is closely linked to large-scale infrastructure projects, including AI data centers, which also drives the demand for tin due to its use in soldering [5][6] - Tin's price increase is influenced by its lower liquidity compared to other major metals, making it more susceptible to speculative buying and market sentiment [6]