[selected SMM Weekly] stable supply & seasonal weakening of consumption lead fundamentals are short

Publié: Sep 19, 2020 10:33 (GMT+8)

"SMM lead Industry chain Weekly report" released, the weekly report SMM will select the hot topics, prices, market or major changes in the industry chain information released into a document for your reference.

The following is an excerpt from the weekly report of SMM lead industry chain:

The lead market predicts next week that Shanghai lead will stop falling and stabilize after a smooth decline for nearly a month, but the trend is downward and the technical trend is pessimistic. In terms of capital, the current rebound of Shanghai lead is mainly due to short positions, the buying intensity of long positions is low, the fundamentals are relatively stable at the supply end, the primary price difference for regeneration remains at the normal level, and the end consumption of electric bicycles weakens seasonally. car production still temporarily supports lead consumption, overall lead fundamentals are weak.

Recycled lead market: affected by the solid waste law this week, it is difficult to collect waste batteries, limited by the shortage of raw materials and low profits, refineries hesitate to sell, the supply of reduced lead has been tight, and prices fluctuate sharply. Lead prices rose at the beginning of the week, refineries made shipments at a positive price, downstream purchasing sentiment improved, and lead prices rose strongly. Lead prices fell sharply in the middle of the week, refineries hesitated to sell, downstream bargain purchases, the reduction of lead fell limited. Near the weekend, lead prices rebounded sharply, reductive lead smelters followed the market, increased shipping enthusiasm, downstream fear of falling cautiously, trading in general.

"apply for free view of the metal industry chain database

Catalogue of "SMM lead Industry chain Weekly report" in this issue

Key points of this week's report: operating rate of primary lead regenerated lead-lead battery

Forecast for next week: stable supply & seasonal weakening of consumption lead fundamentals are short

SMM lead data: lead concentrate TC Shanghai and Guangdong lead inventory LME inventory

Lead concentrate market

Primary lead: social inventory falls slightly next week

Profit analysis of recycled lead: the profit of recycled lead smelter is 50 yuan / ton.

Recycled refined lead market

Lead-acid battery market: electric bicycles and vehicle accessories are still available, but the replacement market shows signs of weakening.

Silver-sulfuric acid

Futures and import and export markets

Hot spots in the industry

Scan the QR code application report for free and join the SMM copper industry chain exchange group

[China lead Industry chain High-end report] China lead Industry chain monthly report includes macro interpretation, monthly lead price review, interpretation of hot events in various sections of the lead industry chain (mines, primary lead, recycled lead and lead batteries), future forecasts, and Synchronize releases monthly lead concentrate, primary lead, recycled lead and lead battery enterprise operating rate and inventory survey, lead concentrate monthly balance, lead monthly balance and other data. Covers the entire lead industry chain.

[China lead Industry chain routine report] China lead Industry chain Weekly report includes a macro interpretation, a review of lead prices within the week, market trends in various sections of the lead industry chain (primary lead, recycled lead and lead batteries), weekly social inventory of lead ingots, and future forecasts, and focuses on the analysis of lead concentrate TC, refined waste price difference, recycled lead profits, etc., and a comprehensive interpretation of the lead market during the week.

"apply for free access to the SMM metal industry chain database

Catalogue of "SMM lead Industry chain Weekly report" in this issue

Key points of this week's report: operating rate of primary lead regenerated lead-lead battery

Forecast next week: the inventory base is low & the refinery overhaul is supported by the Wansi pass at the bottom of Shanghai lead.

SMM lead data: lead concentrate TC Shanghai and Guangdong lead inventory LME inventory

Lead concentrate market

Primary lead: the inflow of imported lead will become the primary concern for the subsequent accumulation of lead ingots.

Recycled lead market: the profits of recycled lead enterprises have not been significantly repaired.

Profit Analysis of recycled lead: reduction lead smelting is still difficult to make a profit

Recycled refined lead market

Alloy lead market: enterprises purchase alloy lead on demand

Lead-acid battery market: trading in the spot market remains sluggish, especially in the trading sector.

Silver-sulfuric acid

Futures and import and export markets

Hot spots in the industry

Scan the QR code application report for free and join the SMM copper industry chain exchange group

[China lead Industry chain High-end report] China lead Industry chain monthly report includes macro interpretation, monthly lead price review, interpretation of hot events in various sections of the lead industry chain (mines, primary lead, recycled lead and lead batteries), future forecasts, and Synchronize releases monthly lead concentrate, primary lead, recycled lead and lead battery enterprise operating rate and inventory survey, lead concentrate monthly balance, lead monthly balance and other data. Covers the entire lead industry chain.

[China lead Industry chain routine report] China lead Industry chain Weekly report includes a macro interpretation, a review of lead prices within the week, market trends in various sections of the lead industry chain (primary lead, recycled lead and lead batteries), weekly social inventory of lead ingots, and future forecasts, and focuses on the analysis of lead concentrate TC, refined waste price difference, recycled lead profits, etc., and a comprehensive interpretation of the lead market during the week.

Déclaration sur la source des données : À l'exception des informations publiques, toutes les autres données sont traitées par SMM sur la base d'informations publiques, d'échanges avec le marché et en s'appuyant sur le modèle de base de données interne de SMM. Ils sont fournis à titre indicatif uniquement et ne constituent pas des recommandations décisionnelles.

Pour toute demande d'information ou pour en savoir plus, veuillez contacter : lemonzhao@smm.cn
Pour plus d'informations sur l'accès à nos rapports de recherche, veuillez contacter :service.en@smm.cn
Actualités Connexes
【Flash | PhotonLink de Coherent ouvre la voie à une montée en puissance commerciale du phosphure d'indium (InP)】
il y a 17 heures
【Flash | PhotonLink de Coherent ouvre la voie à une montée en puissance commerciale du phosphure d'indium (InP)】
Lire la suite
【Flash | PhotonLink de Coherent ouvre la voie à une montée en puissance commerciale du phosphure d'indium (InP)】
【Flash | PhotonLink de Coherent ouvre la voie à une montée en puissance commerciale du phosphure d'indium (InP)】
Coherent a lancé PhotonLink, une plateforme d’optique intégrée pour les infrastructures d’IA intégrant des lasers au phosphure d’indium (InP), la photonique sur silicium, des détecteurs et des modules optiques. L’entreprise a révélé plus de 10 engagements CPO, plus de 10 engagements NPO et plus de cinq projets de connectivité puce à puce, avec des clients phares et des accords à long terme conclus pour le CPO et le NPO. Le chiffre d’affaires devrait commencer à monter en puissance au quatrième trimestre 2026. Coherent a expédié plus de 300 millions de lasers InP et étend sa capacité de fabrication d’InP sur plaquettes de 6 pouces pour soutenir cette montée en charge. Le portefeuille de clients donne un signal de demande commerciale plus clair pour les dispositifs InP et les matériaux en amont, bien que les capacités supplémentaires et la consommation d’indium n’aient pas été divulguées.
il y a 17 heures
Le deuxième appareil de forage de Nine Mile arrive à Tribag–West Wedge pour tester sept cibles électromagnétiques
il y a 21 heures
Le deuxième appareil de forage de Nine Mile arrive à Tribag–West Wedge pour tester sept cibles électromagnétiques
Lire la suite
Le deuxième appareil de forage de Nine Mile arrive à Tribag–West Wedge pour tester sept cibles électromagnétiques
Le deuxième appareil de forage de Nine Mile arrive à Tribag–West Wedge pour tester sept cibles électromagnétiques
Nine Mile Metals a annoncé que sa deuxième foreuse était arrivée à Tribag–West Wedge au Nouveau-Brunswick, au Canada, et que le forage devrait commencer à Tribag dans les prochains jours. Sept cibles électromagnétiques modélisées sont associées aux indices de plomb-zinc de Tribag et de cuivre-plomb-zinc de West Wedge. Le forage en coin se poursuit en parallèle. Au 21 septembre, la société avait réalisé 18 sondages totalisant 4 934,50 mètres dans le cadre de son programme annuel de 10 000 mètres. Les conducteurs demeurent des cibles géophysiques nécessitant un forage pour en établir la source.
il y a 21 heures
【SMM Info Flash】Masivo recoupe 32,50 mètres de minéralisation polymétallique plomb-zinc à Cerro Colorado.
01 Oct 2026 10:06 (GMT+8)
【SMM Info Flash】Masivo recoupe 32,50 mètres de minéralisation polymétallique plomb-zinc à Cerro Colorado.
Lire la suite
【SMM Info Flash】Masivo recoupe 32,50 mètres de minéralisation polymétallique plomb-zinc à Cerro Colorado.
【SMM Info Flash】Masivo recoupe 32,50 mètres de minéralisation polymétallique plomb-zinc à Cerro Colorado.
Masivo Silver a rapporté les résultats d'analyse du sondage CC-26-001, son premier trou à Cerro Colorado, dans l'État de Sonora, au Mexique. Le trou a recoupé 32,50 mètres entre 226,30 et 258,80 mètres, titrant en moyenne 0,271 % de zinc, 0,141 % de plomb et 7,0 g/t d'argent. Des difficultés techniques ont mis fin au forage à 259,5 mètres, alors que le trou se trouvait encore dans une roche minéralisée.
01 Oct 2026 10:06 (GMT+8)