Long steel social inventories in Guangzhou fell 3% on week

[중국 외 납 시장 동향] 베트남 시장의 최근 2차 납 환경보호 단속이 일시 종료되고 일부 제련소가 점차 가동을 재개한 것으로 알려졌다. 그러나 현재 1차 납 공급 부족 상황에서 현지 시장의 현물 납은 여전히 높은 프리미엄을 유지하고 있다. 최신 정보에 따르면, Pb≥99.99% 베트남 납괴의 6월 CIF 프리미엄은 일반 거래 가격 기준 180달러/톤에 달했으며, 이는 5월 약 165달러/톤 대비 상승한 수치다.

[Waste Lead-Acid Battery Collection Enterprise Updates] Recently, the Xinye Branch of the Nanyang Municipal Ecology and Environment Bureau in Henan Province officially approved the Environmental Impact Assessment Report for the waste lead-acid battery collection, storage, and transfer project of Nanyang Zhongjie Environmental Protection Technology Co., Ltd. (Wan Xin Huan Shen [2026] No. 8). The project will construct a comprehensive workshop integrating weighing, loading and unloading, and storage, with designated areas for intact batteries, dedicated storage rooms for damaged batteries, and temporary hazardous waste storage rooms, with a designed annual collection and transfer capacity of 5,000 mt of waste lead-acid batteries.

[Secondary Lead Enterprise Updates] It was reported that the 200,000 mt lead-acid battery environmental protection utilization project of Dongying Xinsanyuan Environmental Protection Technology Co., Ltd. was under orderly construction and progressing on schedule, and was expected to be completed and put into operation before the end of 2026. As a key project in Dongying City, Shandong Province, the project had a total investment of 480 million yuan, covering an area of 103 mu. Once completed, it will fill the regional gap in the harmless treatment and resource utilization of waste lead-acid batteries, injecting new momentum into regional green circular development.