Yesterday, the domestic lead spot market has focused on the morning, and the lead smelting enterprises waters yesterday, and the downstream lead-acid battery enterprises have increased slightly yesterday, but demand is still limited. In operation, lead-acid battery companies can purchase increased inventories today.
From the development trend of automotive industry such as the United States, Japan, the development trend of strong countries, in the popularization process of the automobile industry, sales often occupy an important profit position of the automobile industry chain. Taking the automotive seller as an example, industry analysts have found the profit composition of US distributors in 1985 by research by research on the historical data of US dealers, and the profit of new car sales contributed to 77%, accordingly Estimation The corresponding new car sales revenue accounts for more than 90% of the total renewal of distributors, which is similar to China's current data.
In 2012, China's 2012 refined lead consumption, we expect 12%. Taking into account this growth rate of 12.5% in 2011, this is the growth rate of the rectification of the lead consumption of the lead-acid battery industry, so it is 12% this year. A more cautious prediction.
According to the data of the National Bureau of Statistics, China's lead-acid battery production capacity is 2.7 million, an increase of 1.7% year-on-year. Based on production data, inventory changes report and refinered lead, refined lead has an apparent consumption of 3.8% year-on-year. This seems to match the rumor of lead-acid batteries producers.
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