铅市场目前呈现供应"紧平衡"与需求"结构转型"并行的格局。供应端，原生铅受铅精矿进口量锐减影 响，资源供应偏紧，但白银、锑等副产价格高涨驱动冶炼厂维持高开工，形成"副产驱动"的产量韧性。 再生铅则因废电瓶回收体系不畅而面临原料瓶颈，企业利润修复缓慢，产量同比收缩。需求端，传统铅 酸蓄电池应用在汽车启动、电动自行车等领域需求平稳，但持续面临锂电池的技术替代压力。新兴需求 亮点在于光伏玻璃产业，其对铅的年需求量正快速增长，正成为支撑需求的关键结构性增量。整体市场 在"资源约束、副产支撑、需求转轨"中寻找新的平衡点。 今日沪期铅走势：今日沪期铅小幅上涨，沪铅主力合约2602开盘报16920元，高点报17025元，低点报 16915元，结算价16965元，收盘16995元/吨，涨40元，涨幅0.24%。今日沪铅2602主力合约成交量44610 手，持仓量58086手减少1500手。伦铅最新价报1977.5美元，涨7.5美元。 今日ccmn铅价统计，今日ccmn长江综合1#铅价报16900-17000元/吨，均价16950元，涨10元；广东现货 市场1#铅16935-17035元/吨，均价16985元，涨25元。今日现 ...

四是切实解决问题。2023年以来，国家发展改革委就建立了与民营企业常态化沟通交流机制，常态化听 取民营企业对经济形势和行业发展的意见建议，推动解决具体问题。 十四届全国人大常委会第十五次会议于2025年4月30日表决通过了《民营经济促进法》，从5月20日起施 行。在第一条规定了该法的制定目的是为优化民营经济发展环境，保证各类经济组织公平参与市场竞 争，促进民营经济健康发展和民营经济人士健康成长，构建高水平社会主义市场经济体制，发挥民营经 济在国民经济和社会发展中的重要作用。基于这一立法目的，民营经济促进法第三条指出，国家坚持平 等对待、公平竞争、同等保护、共同发展的原则，促进民营经济发展壮大。平等保护既是民营经济促进 法的基本原则，又是贯穿整部法律的基本理念。 《民营经济促进法》颁布施行以来的140余项配套制度密集出台，是从制度供给升级到企业家信心的重 塑。 首先，公平竞争环境的制度化构建降低了民企进入和拓展市场的隐性门槛。过去，部分地区存在的所有 制歧视、招标壁垒等问题，往往依赖运动式整治，缺乏长效机制。通过立法明确"权利平等、机会平 等、规则平等"，并辅以目录清单、监管指引等工具，公平竞争从口号变为可核查 ...

Core Viewpoint - The recent resumption of production at China Gold Group's Inner Mongolia Mining Company has eased market tensions in the molybdenum sector, but the underlying supply-demand dynamics suggest that significant price changes are unlikely in the near term [1][2][3]. Group 1: Market Dynamics - The temporary shutdown of the Inner Mongolia mine led to a significant supply shortage, with an estimated monthly reduction of nearly 1,000 tons of molybdenum during the 40-day halt [2]. - Molybdenum prices surged by 14.8%, rising from 4,050 RMB/ton to 4,650 RMB/ton during the shutdown period, reflecting the market's sensitivity to supply disruptions [2][3]. - The global molybdenum market's supply-demand gap expanded from 848,000 tons to approximately 860,000 tons during the mine's closure, highlighting structural issues in supply elasticity and resource concentration [3][6]. Group 2: Supply Constraints - The current molybdenum market is characterized by a super cycle driven by emerging demand and resource constraints, with "shortage" being a prevalent theme in industry discussions [4][5]. - The demand for molybdenum from the renewable energy sector has increased significantly, with its share rising from less than 10% five years ago to 30% in 2025 [5]. - The cost of molybdenum extraction has risen by 75% year-on-year due to increased environmental compliance costs and declining ore grades, further constraining supply [5][6]. Group 3: Future Outlook - The future trajectory of the molybdenum market will depend on supply growth potential, changes in demand structure, and policy environment [7][8]. - The scarcity of global molybdenum resources is becoming more pronounced, with existing mines facing challenges such as declining grades and increased extraction difficulties [7]. - Policy interventions from resource-exporting countries and efforts by importing nations to secure critical mineral reserves may further influence global pricing and supply dynamics [8].