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The Ministry of Industry and Information Technology releases key work points for the integration of informatization and industrialization for 2025. SHFE tin prices remain high and range-bound [SMM tin morning news]

iconJul 14, 2025 08:54
Source:SMM
Ministry of Industry and Information Technology Releases Key Work Points for Integration of Informatization and Industrialization in 2025 SHFE tin prices remain high and range-bound [SMM Tin Morning Brief] Macro: (1) The UK plans to introduce new incentives to reduce the cost of purchasing new electric vehicles (EVs). The UK Labour government is attempting to phase out the sale of highly polluting cars. On Sunday, UK Transport Secretary Heidi Alexander confirmed that she would announce new measures to boost EV sales this week. (Bullish ★) (2) The Ministry of Industry and Information Technology has released the key work points for the integration of informatization and industrialization in 2025, which include promoting digital transformation. Continuing to carry out pilot projects for new-type technological transformation of manufacturing cities and digital transformation of small and medium-sized enterprises (SMEs), guiding industrial enterprises above designated size and specialized, refined, and new SMEs to accelerate digital transformation. (Bullish ★) (3) Tariffs - ① The EU has postponed retaliatory tariff measures against the US until early August. ② Hassett: Unless the agreement is improved, Trump's latest tariff threats will be implemented.

2025年7月14日SMM锡早讯:

盘面:沪锡主力合约(SN2508)夜盘触底回弹,震荡上行至26.56万元/吨附近,较上一交易日基本持平。

宏观:(1)英国计划推出新的激励措施,以降低人们购买新电动汽车的成本。英国工党政府正试图逐步停止销售污染严重的汽车。周日,英国交通大臣海蒂·亚历山大证实,她将在本周宣布促进电动汽车销售的新措施。(利多★)(2)工业和信息化部发布信息化和工业化融合2025年工作要点,其中提到,推进数字化转型。持续开展制造业新型技术改造城市试点、中小企业数字化转型城市试点,引导规上工业企业、专精特新中小企业加快数字化改造。(利多★)(3)关税-①欧盟推迟对美关税反制措施至8月初。②哈塞特:除非协议得到完善,否则特朗普最新的关税威胁就会落实。

基本面:(1)供应端扰动:云南等供应端主产地整体锡矿供应趋紧,7月份部分冶炼企业或将保持停产检修或小幅减产(利多★)(2)需求端:光伏行业:抢装机结束后,华东地区光伏锡条订单下滑,部分生产商开工率下降;电子行业:华南地区电子终端进入淡季,叠加锡价高位,终端观望情绪浓厚,订单仅维持刚需;其他领域:如镀锡板、化工等需求平稳,未现超预期增长。

现货市场:尽管终端需求疲软,但上周国内锡锭社会库存仍小幅下降,主因虽下游采购疲软,但冶炼厂因原料短缺被迫减产,导致现货流通量减少。供应收缩幅度超过需求降幅,叠加本周下游企业于低价位置进行补库,造成上周锡锭社会库存小幅去库。
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