锑行业月报(2024.11):锑矿供应充足,出口博弈延续
华福证券·2024-12-30 03:30
11月,我国进口锑矿 5,723吨,环比+3,108吨/+118.8%,同比+4,500吨/+368%。 1-11月,我国累计进口锑矿 49,117吨,同比+16,455吨/+50.4%。 | --- | --- | --- | --- | --- | --- | --- | --- | |----------------------|-------|-------|-------|-------|-------|--------------------------|-------| | 图表 1: 鲜矿进口情况 | | | | | | 图表 2: 鲜矿进口价格情况 | | | 60,000 | | 200% | | 8,000 | | | 200% | | 50,000 | | | | 7,000 | | | 150% | | | | 150% | | 6,000 | | | | | 40,000 | | 100% | | 5,000 | | | 100% | | 30,000 | | | | 4,000 | | | 50% | | 20,000 | | 50% | | 3,000 | | | 0% | | ...