本周，在持续恶化的经济数据打压下，LME金属价格继续大幅下跌。LME金属指数一周累计下跌14.8％；其中铝、铜、铅、锌、镍和锡跌幅分别为16.3％、15.9％、12.6％、12.3％、11.5％和8.3％。由于周五伦敦主要基本金属价格均大幅走低，预计下周一（12月8日）上海...

内容简介 1． 锑的属性、分布和用途 2． 市场回顾 3． 生产情况 4． 锑品进出口状况 5． 影响价格的因素 6． 市场展望...

Extending the cycle Commodity price revisions: positive for copper, iron ore and coal; negative for zinc We revisit our supply-demand modelling for the four base metals and iron ore. While iron ore price settlements for JFY2008e (the Japan...

Nickel The Wildcard Nickel Needs Help For nickel prices to see meaningful upside over the next few years two factors are required: 1) The failure of all leaching projects 2) A recovery in austenitic stainless steel production. A Laterite L...

Copper and the Cycle Still Some Missing Ingredients Resurgent optimism The base metal rebound has been driven by copper. However we dont believe the necessary ingredients are present for a sustained rally. Key ingredients for sustained rec...

Nonferrous Metals Mining Higher Price Forecasts Lift EPS Estimates for Most, Except Aluminum and Zinc Commodity price revisions: Our global team today published its quarterly playbook, in which we make changes to the nonferrous metals pric...

Contents Executive Summary 1 Aluminium 6 Copper 10 Lead 14 Nickel 18 Tin 22 Zinc 26 Steel 30 Gold 32 Silver 36 Platinum Group Metals 39...

As the downstream inventory cycle is back to normal in China, we expect demand to be the focus in the coming months. Thus, we have added the order book MoM trend indicated by the downstream producers in our monthly survey. The feedback as...

一、近期铜冶炼行业运行特点 （一）铜价先扬后抑大幅下跌 2007年国际铜价在高位反复震荡，伦敦金属期货交易所（LME）的铜年平均现货价格达到7126美元/吨。 2008年年初，市场需求回温，库存迅速耗用，铜价也随之达到8800美元/吨的历史高价。除了低库存的压力...

摘 要 ◆ 08年锌的表现令市场大跌眼镜，明星就此落寞，精彩行情表演缓缓谢幕，留给市场的是一片猜疑，在新低不断的情形下，究竟锌底何觅？ ◆ 繁华殆尽之后，是一片死水沉寂。前两年锌行业颇丰的盈利吸引了众多的生产厂商，但时至今日，从大量的扩张增长到被...