Group 1 - The market is experiencing a cautious sentiment ahead of the US-Iran nuclear talks, leading to a decline in oil prices and a drop in zinc prices, with LME zinc falling by 0.61% to close at $3367 per ton [1] - Domestic zinc processing fees remain low, indicating tight zinc ore supply, while zinc ingot supply pressure is not significant, suggesting support for zinc prices [2] - Recent data shows that domestic zinc ingot inventories have increased to 87,025 tons, a 33.57% rise compared to January 30, which is exerting pressure on zinc prices [2] Group 2 - The Chicago Federal Reserve President expressed optimism about potential interest rate cuts later this year, emphasizing the need for caution to prevent overheating of the economy and inflation [1] - The ongoing indirect negotiations between the US and Iran are being closely monitored by global financial markets, with positive signals from the mediation party indicating significant progress [1] - The short-term outlook for zinc prices is expected to fluctuate within a high range of 24,200 to 24,650 yuan per ton, as supply increases and demand remains weak [2]
长江有色：供需错配致累库延续 27日锌价或下跌
Xin Lang Cai Jing·2026-02-27 03:58