长江有色：16日锌价暴跌 交投氛围一般
Xin Lang Cai Jing·2026-01-16 08:48

Group 1 - The core viewpoint of the articles indicates a significant decline in domestic zinc prices, driven by macroeconomic factors and market dynamics [1][2][3] Group 2 - On the Shanghai Futures Exchange, the main zinc contract (2603) opened at 25,120 CNY/ton, reached a high of 25,255 CNY/ton, and closed at 24,750 CNY/ton, down 275 CNY, or 1.10% [1] - The trading volume for the main zinc contract decreased by 133,743 hands to 368,615 hands, while open interest fell by 698 hands to 142,274 hands [1] - The latest price for London zinc was reported at 3,257 USD, down 56.5 USD [1] Group 3 - The ccmn comprehensive zinc price reported a decline, with 0 zinc averaging 24,850 CNY/ton, down 610 CNY, and 1 zinc averaging 24,760 CNY/ton, down 620 CNY [1] - In Guangdong, the 0 zinc price ranged from 24,500 to 24,800 CNY/ton, averaging 24,650 CNY, also down 610 CNY [1] Group 4 - The macroeconomic context includes a decrease in initial jobless claims in the U.S. to 198,000, below market expectations, indicating a resilient labor market [2] - The Federal Reserve's likelihood of maintaining interest rates during the upcoming meeting has risen to approximately 95%, with expectations for the next rate cut pushed to June [2] Group 5 - The domestic central bank has lowered various structural monetary policy tool rates by 0.25 percentage points, while the State Grid's investment for the 14th Five-Year Plan reached a record high of 4 trillion CNY, a 40% increase from the previous plan [2] - The non-ferrous metals market has seen a broad decline, with tin and nickel leading the drop, which has negatively impacted zinc prices [2][3] Group 6 - The LME's decision to not accept certain brand warehouse receipts has sparked speculative trading, leading to a temporary increase in zinc prices [3] - However, the actual impact on the market is limited due to low inventory levels of high-purity zinc in LME warehouses [3] - The overall trading atmosphere remains subdued, with only essential purchases occurring, indicating a lack of strong demand [3]