Permintaan Musim Sepi Tetap Tidak Berubah, Perusahaan Hilir Mempertahankan Pengadaan yang Hati-hati [Tinjauan Mingguan Pasar Baterai Timbal-Asam SMM]

Telah Terbit: Jul 31, 2026 17:12

       Minggu ini, pasar baterai asam timbal melanjutkan tren musim sepi. Ditambah dengan pelemahan harga timbal yang terus-menerus, sentimen penghindaran risiko sangat tinggi di industri ini. Dealer hanya membeli sesuai kebutuhan dan tetap waspada terhadap ekspektasi musim puncak tradisional pada bulan agustus. Di sisi produsen, perusahaan baterai asam timbal tetap melakukan pemangkasan produksi. Meskipun harga timbal terus turun, perusahaan hilir tidak melakukan pembelian borongan untuk membangun persediaan. Beberapa perusahaan besar memenuhi kebutuhan produksi mereka hanya melalui kontrak jangka panjang, dan transaksi di pasar spot tetap lesu.

Pernyataan Sumber Data: Kecuali informasi yang tersedia untuk publik, semua data lainnya diproses oleh SMM berdasarkan informasi publik, komunikasi pasar, dan mengandalkan model database internal SMM. Hanya untuk referensi dan tidak menjadi rekomendasi pengambilan keputusan.

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China Secondary Lead Smelter Sees Stable Output, Possible August Suspension Due to Maintenance
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China Secondary Lead Smelter Sees Stable Output, Possible August Suspension Due to Maintenance
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China Secondary Lead Smelter Sees Stable Output, Possible August Suspension Due to Maintenance
China Secondary Lead Smelter Sees Stable Output, Possible August Suspension Due to Maintenance
[Secondary Lead Production Update] A secondary lead smelter in southwest China had average refined lead output in July, with relatively low recycling volume of scrap batteries. In August, there is a possibility of maintenance-related production suspension. If production continues, it will maintain a similar output level. The final production schedule will be adjusted according to the lead price market trend.
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East China Secondary Lead Smelter Halts Production, No August Restart Planned
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East China Secondary Lead Smelter Halts Production, No August Restart Planned
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East China Secondary Lead Smelter Halts Production, No August Restart Planned
East China Secondary Lead Smelter Halts Production, No August Restart Planned
[Secondary Lead Production Update] A secondary lead smelter in east China stopped production in late July. The enterprise stated that there is no production resumption plan for August, and currently the volume of raw material purchases is low.
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East China Secondary Lead Smelter Suspends Production, Resumes Aug 20 with Focus on Long-Term Contracts
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East China Secondary Lead Smelter Suspends Production, Resumes Aug 20 with Focus on Long-Term Contracts
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East China Secondary Lead Smelter Suspends Production, Resumes Aug 20 with Focus on Long-Term Contracts
East China Secondary Lead Smelter Suspends Production, Resumes Aug 20 with Focus on Long-Term Contracts
[Secondary Lead Production Update] A secondary lead smelter in east China suspended production in stages for half a month in July, resulting in limited output; it plans to resume lead production on August 20. The factory has ample inventories of raw materials and lead paste, with no finished lead inventory at present. All subsequent output will be used to fulfill long-term contracts.
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Permintaan Musim Sepi Tetap Tidak Berubah, Perusahaan Hilir Mempertahankan Pengadaan yang Hati-hati [Tinjauan Mingguan Pasar Baterai Timbal-Asam SMM] - Shanghai Metals Market (SMM)