有色金属:锡库存回补造成近期需求旺盛

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锡的供应快速减少,2009年一季度全球锡精矿同比减少15.6%,中国同比减少43%。需求方面,马口铁需求旺盛,中国焊料下游开工率提升。另外考虑到下游企业补库的需求、传统旺季的到来以及对冲基金的因素,预计锡价 The supply of tin is rapidly decreasing. In the first quarter of 2009, the global tin concentrate decreased by 15.6% from the same period of previous year while China reduced by 43% year-on-year. In terms of demand, the demand for tinplate is strong, and the operating rate of downstream solder in China is increasing. Also taking into account the needs of downstream business replenishment, the arrival of the traditional peak season and hedge funds, the expected tin price
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