寒意未除 回暖有限——2003年锌市场展望

Prospects of zinc market for 2003 Feng Jun-cong

文章回顾了 2 0 0 2年国内外锌市场 ,全球锌产量继续增长 ,锌市场供应大量过剩 ,库存持续增加 ,LME现货年平均价比上年下跌了 12 %。在国内 ,精矿生产继续萎缩 ,锌价走低 ,精锌生产出现徘徊 ,由于经济的强劲增长 ,锌消费估计比上年增长 8 7% ,精矿、精锌进口量大幅度增长 ,预计 2 0 0 3年全球锌消费将增长 3 %左右 ,供应过剩量有望缩小 ,但价格压力仍比较大。

In this paper,zinc markets at home and abroad in 2002 are reviewed in retrospect to the effect that the global annnual zinc output was on the increase,the zinc market supply was in much more excess,the market inventory of zinc was continually increased,the average spot price of LME dropped by 12%,domestic annual output of concentrates and zinc prices were lowering,the refined zinc production had been roaming,and in the meantime,the annual domestic zinc consumptions increased by 8.7% because of domestic strong economic growth rate and ,moreover,import of zinc concentrates and refined zinc increased by big margin.It is predicted that the global zinc consumptions in 2003 would be increased by about 3% so that the global excessive zinc supply in 2003 would be somewhat decreased,but the impacts of the international prices would still be relatively high.