source:Geerady       date: 2022-06-17
First, because the American Taoran company is suspended in the Smeeum of Herculaneum, the lead market is weak. However, the more important impact is the reduction in production capacity of China's smelter, and they are now in shadows due to pollution. Although few Chinese manufacturers have declared their own production, the data of the China Non-ferrous Metal Industry Association (CNIA) shows that the original lead output is 0.9%, and the regenerated lead production is 2.2%. The figures of the National Bureau of Statistics also show that the total lead output of 5 months will fall 5.2%. Obviously, lead production is interrupted, and the subsequent maintenance plan is advanced. Therefore, we cut China's 2012 production capacity from 9% to 7%, lower capacity levels and the global market to supply shortage this year is increasing.
Second, the demand promotion caused by low prices is appearing. This makes the price of all over May, even if it is saved in the wind and rain.
China's lead-acid battery production has increased in recent months, and the first quarter increased by 6.5% in the same period last year. Despite strong production, large consumption of lead-acid batteries——China's auto market is open this year, and the sales of lead-acid batteries and orders are not optimistic. However, the turning point may be in front of him, because in May, the sales volume increased by 16% year-on-year, in which the sales of passengers increased by 23%. From January to May 1 to May, the total sales volume of 8.02 million vehicles, an increase of 1.7% year-on-year. If China's car sales can grow steadily, then our prediction of China's coloniente consumption and global consumption this year is still achievable.
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