

一 | 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。 (ECNS) -- Three people died after part of a four-story residential building collapsed in Shijiazhuang, north China’s Hebei Province, at 5:42 a.m. Wednesday, according to the city’s Xinhua District Emergency Management Bureau. A total of four people were trapped in two households, of whom three died in hospital despite emergency treatment, while the other is receiving medical attention and is in stable condition, according to the city's emergency management bureau. Five nearby residents who sought medical attention were examined at a hospital and later discharged. Search and rescue operations have ended. Preliminary checks suggest a gas leak may have triggered a blast that caused the partial collapse. Residents of the building and nearby homes have been relocated, while the cause of the accident remains under investigation. (By Intern Yang Hongran, Zhang Dongfang)
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二 | 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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