Group 1 - The core viewpoint is that the tin futures market in Shanghai has experienced a significant surge, with the main contract price exceeding 440,000 yuan/ton, reflecting a rise of over 7% [1] - Indonesia is expected to approve a nickel ore production quota of approximately 260 million tons for 2026, with an estimated tin production quota of 60,000 tons [1] - The export volume of tin from Indonesia in 2025 is projected to be 53,000 tons, representing a year-on-year increase of 13.21% [1] Group 2 - The ongoing internal armed conflicts in the Democratic Republic of the Congo, a key tin mining region, have raised concerns about supply disruptions [2] - Demand for tin is increasing due to industries such as AI servers, alongside expectations of monetary easing from the Federal Reserve and a strong overall metal sector [2] - Tin prices have surpassed historical ranges, indicating a sustained strong trend in the short term due to the limited availability of tin resources and potential supply shocks [2]
沪锡期货主力合约突破44万元/吨关口 一度触及涨停
Jin Tou Wang·2026-01-15 02:15