Group 1 - The recent decline in zinc prices is influenced by the correlation with stock and oil markets, as well as profit-taking by speculators, leading to a drop in LME zinc by 0.21% to $3299 per ton [1] - The macroeconomic environment shows a strong US dollar, which has reached a two-week high, impacting global demand for commodities and reflecting changes in market expectations regarding the Federal Reserve's monetary policy [1][2] - Domestic copper concentrate processing fees are at low levels, and many galvanizing enterprises are halting production for an average of 9.8 days during the Spring Festival, contributing to increased social inventory and weak spot transactions [2] Group 2 - Canadian company Ivanhoe Mines is in negotiations to include high-grade zinc concentrate from the Kipushi mine into the US "Project Vault" strategic reserve, which may support zinc prices amid potential supply disruptions [2] - The overall sentiment in the zinc market is bearish due to weak terminal consumption and macroeconomic factors, suggesting a further decline in zinc prices [2]
长江有色：有色“跌声一片”，沪锌随行下探 6日锌价或下跌
Xin Lang Cai Jing·2026-02-06 03:30