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【观点】正信期货：锌价暂有突破震荡区间势头_我的网站

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A US P-8A anti-submarine patrol aircraft transited the Taiwan Straits on Friday, with the Chinese People's Liberation Army (PLA) tracking and monitoring it throughout the transit, a Chinese military source told the Global Times.
The situation was under control, the source said.
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B |     主力10合约上行至26300关口附近。近期盘面上涨由外盘主导，内外价差继续拉大，LME现货升水大涨暗示外盘挤仓压力。梳理锌产业基本面，国内1—3月锌矿进口量增速较快，传导至冶炼端，精炼锌产出延续增势。随着沪伦比再次走低，4月起锌矿进口量回落，原料供应趋紧之下加工费快速走低，炼厂利润显著承压，国内炼厂三季度逐步减产。国内需求端仍疲弱，社库处于历史同期高位，去库困难。从全球整体视角看，2026年锌矿虽仍在扩张周期中，但由于存量大矿品位...。

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Published on:13:45:37