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锌：炼厂扰动上行，但持续性或有限
Guo Tai Jun An Qi Huo·2025-05-27 01:54

Group 1 - Report Title: Zinc: Refinery Disturbances on the Rise, but Sustainability May Be Limited [1] - Analyst: Mo Xiaoxiong, Investment Consulting Qualification Number: Z0019413, Email: moxiaoxiong@gtht.com [1] Group 2 - Shanghai Zinc Main Contract Closing Price: 22,185 yuan/ton, down 0.14% [1] - London Zinc 3M Electronic Disk Closing Price: 2,712.5 US dollars/ton, up 0.30% [1] - Shanghai Zinc Main Contract Trading Volume: 142,739 lots, an increase of 15,550 lots [1] - London Zinc Trading Volume: 8,813 lots, an increase of 488 lots [1] - Shanghai Zinc Main Contract Open Interest: 118,520 lots, an increase of 4,451 lots [1] - London Zinc Open Interest: 212,114 lots, a decrease of 866 lots [1] - Shanghai 0 Zinc Premium: 195 yuan/ton, unchanged [1] - LME CASH - 3M Premium: -23.51 US dollars/ton, a decrease of 1.01 US dollars/ton [1] - Guangdong 0 Zinc Premium: 370 yuan/ton, an increase of 20 yuan/ton [1] - Import Bill of Lading Premium: 150 US dollars/ton, unchanged [1] - Tianjin 0 Zinc Premium: 195 yuan/ton, an increase of 10 yuan/ton [1] - Zinc Ingot Spot Import Profit and Loss: -604.23 yuan/ton, an increase of 18.22 yuan/ton [1] - ZN00 - ZN01: 220 yuan/ton, an increase of 20 yuan/ton [1] - Shanghai Zinc Continuous Three Import Profit and Loss: -1,071.68 yuan/ton, an increase of 27.68 yuan/ton [1] - Shanghai Zinc Futures Inventory: 1,774 tons, unchanged [1] - LME Zinc Inventory: 153,500 tons, a decrease of 2,725 tons [1] - 1.0mm Hot - Dipped Galvanized Coil Tax - Included Price: 4,200 yuan/ton, a decrease of 15 yuan/ton [1] - LME Zinc Cancelled Warehouse Receipts: 73,325 tons, a decrease of 2,725 tons [1] - Shanghai Zamak - 5 Zinc Alloy Price: 73,325 yuan/ton, a decrease of 2,725 yuan/ton [1] - Zinc Oxide ≥99.7% Price: 21,600 yuan/ton, a decrease of 100 yuan/ton [1] Group 3 - News: After Trump postponed 50% tariffs, the EU said that the EU - US trade negotiations had "new impetus" and planned to "advance quickly." The trade commissioner said on Monday that he had a "good call" with US officials [2] - Zinc Trend Intensity: 0, with a range of [-2, 2] and classifications including weak, slightly weak, neutral, slightly strong, and strong. -2 represents the most bearish and 2 represents the most bullish [2]