中国锌精矿供应有潜在短缺风险,未来中国锌冶炼产能利用率的提升面临锌精矿供应的限制,将有助于中长期锌价上涨。5月28日,上海衍生品市场论坛隆重开幕。有色论坛中关于锌市场的观点最为分歧,主要集中在锌精矿供应是否短缺,由此也产生了看多看空完全相悖的结论。其中看空一方提到中国锌精矿保持增幅,能减少国外矿山减产对今年供应的冲击,锌精矿供应仍较宽裕不可能短缺;而看多一方有认为冶炼产能不足,也有认为锌精矿会有缺口。的确在目前国产矿及进口矿加工费(TC)不断走高背景下,很难解读锌精矿 China zinc concentrate supply potential risk of shortages, the future China’s zinc smelting capacity utilization is facing the zinc concentrate supply constraints, will help long-term zinc prices. May 28, Shanghai Derivatives Market Forum grand opening. The most disagreement among the colored forums on the zinc market is the lack of supply of zinc concentrates, which leads to a completely opposite conclusion. One bearish party mentioned that China’s zinc concentrate to maintain growth, can reduce the impact of the reduction of foreign mines on supply this year, the supply of zinc concentrate is still more abundant than the shortage can not be; and more than one party that the smelting capacity, there are also that zinc concentrate There will be a gap. Indeed in the current domestic mining and processing fees imported ore (TC) rising background, it is difficult to interpret the zinc concentrate