Since October, plumbic city greets consumptive busy season, demand is carried to good. And from the point of policy face, the 2nd round of environmental protection is checked " look round " had begun, lead of second birth of area of Anhui, Henan is restricted for should getting, your stock falls stage by stage, go up at present inventory of period place lead has been been in low. In main area the influence falls, predicting Shanghai lead 1812 agreement short-term or show oscillation to slant to go by force situation, moving interval is in 18200, 18800 yuan / ton.
Consumptive busy season comes
Turn gradually as weather cool, plumbic acerbity accumulator changes demand begins to become exuberant, consume busy season open, rate of battery company go into operation also rises somewhat. According to survey understanding, go into operation of business of partial merchandise on hand is exuberant, order for goods is enough, inventory on the low side, the enterprise predicts to consume busy season hopeful to last to December.
Enter October, environmental protection checks strength to increase somewhat. As we have learned, on October 10, anhui area is faced with again new round of environmental protection is checked " look round " , production of factory of refine of lead of much home second birth suffers be restricted. Additional, on October 23, henan province begins environmental protection inspection, predict to will last to the end of November. And on October 29, the 2nd round of central environmental protection is checked " look round " start in the round, the environmental protection strength of Anhui area may be strengthened somewhat. Will integratedly look, examination of near future environmental protection is frequent, second birth lead is supplied or be affected.
Desire of go into operation of company of second birth lead is not strong
From the point of former unripe lead and difference of price of second birth lead, be in normal level currently, profit of company of second birth lead is not high. Up to on October 29, lead of 1# of Shanghai coloured net and difference of price of lead of second birth essence are 150 yuan / ton, be in inferior level. Because environmental protection hasten is severe, cause price of useless storage battery strong, up to on October 29, the white carapace of statistic of Shanghai coloured net abandons storage battery all valence is 9000 yuan / ton, still be in perch. Because expend tall look forward to of storage battery price, profit of company of second birth lead is compressed, according to estimation, profit of company of second birth lead is 383.33 yuan about / ton, also be in inferior level, strict environmental protection examination brings about on the low side of profit of company of second birth lead, start working also is restricted, second birth lead supplies short-term likelihood to increase hard.
From the point of crop respect, according to the data of national statistic bureau, crop of our country lead was 447 thousand tons in October, increase compared to the same period 4.68% , but 1, crop of accumulative total of our country lead was 3.542 million tons in October, drop compared to the same period 5.8% , this shows our country lead is supplied this year under last year.
Shanghai equal is worth a respect, up to on October 29, value of equal of plumbic city Shanghai is 9.0567, prep above all is worth 6 years 7.3594, show at present window of plumbic ingot entrance still is opened. As we have learned, at present gain of plumbic ingot entrance is 800 yuan about / ton. Although import existence gain, but the current entrance lead ingot on home market is not much, accordingly plumbic ingot imports existence gain or the benefit sky to plumbic price is affected finite.
Domestic lead concentrate is supplied still slant close
Treatment expends a respect, up to on October 26, the plumbic concentrate treatment of statistic of Shanghai coloured net expends as follows: Henan 1900 yuan / ton, Yunnan 1700 yuan / ton, Hunan 1700 yuan / ton, inside cheat 2000 yuan / ton, Guangxi 1650 yuan / ton. From the point of absolute level, photograph of level of cost of plumbic concentrate treatment is compared the corresponding period did not rise apparently last year.
Import side, according to the data of custom statistic, concentrate of our country lead imported a quantity to be 140 thousand tons in August, drop compared to the same period 6.5% . 1, volume of import of accumulative total of concentrate of our country lead was 760 thousand tons in August, drop compared to the same period 14.8% , accumulative total of the corresponding period was compared to the same period last year - 1.60% . Above data shows plumbic concentrate imports an amount under last year, plumbic concentrate is supplied did not increase.
Will integratedly look, plumbic concentrate is supplied also not as good as last year the corresponding period, price of good lead of this Yi Li.
At present the inventory outside churchyard all is in low, form to plumbic price prop up. Up to on October 29, inventory of period place lead is 3621 tons on, apparent under last year 14545 tons of the corresponding period, and be close to the history low, show at present plumbic city still is in our country supply slant strict state. Outside dish respect, LME lead inventory is 111500 tons, those who be in nearly 5 years to come is low, the inventory outside churchyard all is in very low level, it is certain to have to plumbic price prop up.