下游企业维持刚需采购 铅价短期反弹走势
Jin Tou Wang·2026-01-15 08:04

Group 1 - The domestic futures market for non-ferrous metals showed mixed results, with lead futures closing at 17,550.00 CNY/ton, a slight increase of 0.78% [1] - The supply of primary lead raw materials is tight, with TC remaining low, leading to a marginal reduction in supply [2] - The demand side faces pressure due to anti-dumping duties imposed by the Gulf Cooperation Council on Chinese lead-acid batteries, effective from January 13, resulting in increased tariffs of 25.8% to 74% on piston battery exports, which negatively impacts lead price trends [2] Group 2 - Domestic primary lead social inventory has reached historically low levels, with an increase of 2,800 tons last week [2] - The outlook for the market indicates that the supply tightness in lead ingots is easing due to increased raw material arrivals at recycled lead smelters, leading to a short-term rebound in lead prices [2]