铅2026年报

Group 1: Report Overview - The report is a 2026 annual report on lead in the non - ferrous metals sector, dated December 31, 2025, with the title "Regeneration of Lead Supply Contradiction Continues and Lead Price Fluctuates Widely" [4][10][18] Group 2: Fundamental Information Lead Concentrate - Global and domestic lead concentrate production data are presented in multiple figures, including production in thousands of tons and million tons [28][34][39] - Lead concentrate import data such as import volume and import profit and loss are provided [31] - Domestic lead concentrate production and total supply data from 2024 - 2025 are detailed in a table, showing monthly production, year - on - year growth, net import volume, and total supply [91] Refined Lead - Global refined lead production, demand, and balance are shown, with data in thousands of tons [48][53] - In China, data on electrolytic lead monthly production, smelting start - up rates (both total and by scale) for primary and secondary lead are presented, along with smelting costs and profits [65][67][74] - Refined lead import and export data, including import and export volume and profit and loss, are provided [80][81] - Domestic lead ingot total supply and apparent consumption data are presented [89] Lead Consumption - Data on lead - acid battery production, including monthly and weekly start - up rates, export and import, and inventory days of finished products for enterprises and dealers, are provided [102][109][112] - Data on automobile, new - energy vehicle, motorcycle production, and export, as well as power project investment and communication base - station construction, are presented, which are related to lead consumption [120][122][130] - Global and domestic lead balance tables are provided, showing data from 2019 - 2026E, including production at the mine and smelting ends, consumption, and balance [144][145] Group 3: Future Outlook and Strategy Recommendation - The report includes a section on future outlook and strategy recommendation, although the specific content is not provided in the given text [146]