Group 1 - The core viewpoint indicates that the tin market has experienced a significant decline, with the main contract dropping by 7.05% to 365,400 yuan/ton, primarily driven by macroeconomic sentiment rather than fundamental changes in the tin market [1] - The supply of tin ore has shown signs of easing, particularly with the resumption of tin mining in Myanmar and the normalization of tin ingot exports from Indonesia, leading to expectations of a more stable long-term supply [1] - The downstream market is entering the Chinese New Year holiday period, with most solder manufacturers halting operations and low procurement willingness due to previous stockpiling during price corrections [1] Group 2 - As the Chinese New Year approaches, most domestic tin smelting enterprises are expected to gradually enter a production halt, with demand-side replenishment nearly completed and only sporadic essential transactions occurring [2] - The core supply tightness in the mining sector remains unchanged, and short-term price fluctuations are anticipated to continue [2]
宏观情绪主导 沪锡重心下移【2月13日SHFE市场收盘评论】
Wen Hua Cai Jing·2026-02-13 07:47