长江有色:油价走强与美指走弱共推 28日锌价或上涨
Xin Lang Cai Jing·2026-01-28 03:19

Group 1 - The core viewpoint of the articles indicates that the zinc market is experiencing a dual weakness in supply and demand, with domestic zinc concentrate processing fees remaining low, which supports zinc prices [1][2] - Overnight London zinc prices rose by 0.22%, closing at $3359 per ton, with a trading volume of 11,350 lots and an increase in open interest by 3,054 lots [1] - The domestic zinc market is facing weak demand as some downstream enterprises prepare for the upcoming Spring Festival, leading to a less optimistic demand outlook [2] Group 2 - The processing fees for domestic mainstream zinc concentrates are reported to be between 1,100 to 1,500 yuan per metal ton, indicating a tight supply situation [2] - The social inventory of refined zinc in major markets increased slightly to 109,900 tons, reflecting limited pressure on zinc prices [2] - The geopolitical tensions, particularly between the U.S. and Iran, are expected to increase volatility in the zinc market, with potential for wider price fluctuations [2]