Lead battery industry rectification continues. Zhejiang, Hubei, Shandong, Hebei, Guangdong Province announced the latest list of lead battery production, assembly and recycling enterprises, the highest rectification of Zhejiang Province, the total ratio of 83%, the ratio of Hebei also exceeds 50%. The impact of rectification is reflected in several aspects: First, the company's discontincy production is reduced by lead consumption; the second is that large enterprises will bring battery capacity expansion, second, third quarter, lead battery listed enterprises in stock high, reflect The dilemma of lead battery expansion and terminal consumption is not synchronized; the third is the benign development of the lead battery industry, and the long-term position in the battery sector is consolidated. At present, the lead-acid battery is still the most important battery sequence. According to the statistics of China Chemistry (60111) and the Physical Power Industry Association, in 2011, my country's lead-acid battery sales revenue accounted for 67% of the sales revenue of the chemical power supply, lead-acid battery export A 21% of the chemical power exports.Supply and demand growth is not synchronous
Pleeding and colored and colored products are sufficient. Although the concentrate cost is not high, the domestic and foreign silver price is more than the profit of lead mine imports, but the enthusiasm of domestic smelting companies imported lead and mine is not reduced. From January to October this year, China's imported lead concentrate is 1.53 million tons. The accumulation increased by 31% year-on-year. At the same time, it benefits from the continuous climbing of silver prices in the second half of the year, and the yield of lead smelting has also maintained a high level.
The domestic downstream consumption is not strong. In October, the car sales falls 0.7% in the previous year, and it has not continued the top two months of growth.“Jin Jiuyin 10”It is quite flat, and the output of mobile base station equipment has declined for the fourth consecutive month, and the motorcycle production is high in September, and it fell slightly from 2.5% in October. It is expected that the consumption is difficult to change in the last two months this year.
In summary, although the Sino-US economic indicators have stable, Europe officers will have a big flag of loose assistance, alleviating the market pessimism, but still can't find an optimism. Domestic lead supply is high, and the terminal demand is weak, and the spot is obvious. It is recommended to treat oscillation ideas, the LME lead price interval is 2200-2300 US dollars / ton, Shanghai lead or fluctuating at 15,000-15500 yuan / ton. Recommend: LiFePO4 Battery Manufacturer Energy storage battery Manufacturer Integrated machine energy storage battery series Manufacturer Lead lithium battery Manufacturer Outdoor Backup Battery Manufacturer Portable outdoor power supply Manufacturer Power battery Manufacturer Powerwall LiFePO4 Battery Manufacturer Battery rack Manufacturers Telecom LiFePO4 Battery Manufacturer Wall mounted battery storage Manufacturer China Lifepo4 Battery
