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Overnight, the lead opened slightly lower and then rebounded to close in the white line. Shanghai lead in the evening strong shock closed small white line. The low level of domestic monthly processing fees has further declined, and the tension at the mine end has continued to intensify. The supply of raw materials for waste batteries has eased, and the start of recycled lead has continued to rise. Downstream battery demand is relatively stable during the peak season. The import pressure of overseas lead ingots and the supply margin increase the pressure on lead prices, but the cost of raw materials still has a strong support for lead prices, and short-term lead or shocks are weak. In the later stage, we will pay attention to the supply and demand of lead and the import of lead ingots. (Holly Futures)
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The latest situation of the used battery market (July 26):
Price: The price of 1# lead is flat, the price of waste batteries is mainly stable, and individual refining enterprises adjust 50-100 yuan/ton.
Market Transaction:
1. [Market] Jiangxi A recycler: waste electric 11,400 yuan/ton to get the goods, there is a car in stock.
2. [Market] Jiangxi B recycler: waste electric 11,500 yuan/ton to get the goods, the volume of goods is average.
3. [Market] Anhui A refining enterprise: In the past two days, there have been more arrivals, with thousands of tons.
Market sentiment and research: today's waste battery prices stabilized, Jiangxi, Hubei, Guangxi some refining enterprises cut prices by 50-100 yuan/ton, Anhui refining enterprises feedback high-priced raw materials arrived, today's waste electric tax more than 11700-11750 yuan/ton, many refining enterprises feedback the market inventory has been more supplemented, but the recycling end feedback after the price reduction to take the amount of goods, is expected to be weak in the short term.
(Prices are for reference only, subject to local conditions)
Recycled Lead Market (July 26):
Price: On July 26, the price of lead was flat, the price of recycled lead stabilized as a whole, the market reduced lead 18300-18400 yuan/ton, the price of recycled refined lead was reported at 18350-18525 yuan/ton factory, and the recycled refined lead was generally posted at 50 yuan/ton to Pingshui factory, and the price was reported at 19350-19400 yuan/ton.
Transaction: The downstream maintains just need to receive goods, and the market trading activity is average.
Market sentiment and forecast: Lead prices have maintained a volatile trend recently, and the trading of scattered orders in the recycling market has not improved greatly. The recent arrival of raw materials by refining enterprises has improved, and there is still some support for the cost side or below the lead, and the impact of imported lead ingots and lead ore on the market is expected to maintain a wide range of lead prices.
Electrolytic Lead Market (July 26):
Price: On July 26, the average price of 1# electrolytic lead in the Shanghai market was 19,400 yuan/ton, which was the same as the previous trading day. In the spot market, Jiangsu, Zhejiang and Shanghai markets reported around 8+100, Henan markets reported around 8-20, Guangdong markets reported around 19,620 yuan/ton, and Hunan markets reported around 19,450 yuan/ton.
Deal:
The spot price of lead was flat, and the consumption of downstream battery factories was flat, and the market was inquired on dips, and the goods were mainly received on demand in the morning.
Market sentiment: the lead is weak and volatile operation, the discount of some refining enterprises in the morning continues to expand, the downstream battery factory receives the goods on demand, and a smelter reflects that the downstream willingness to receive the goods after the fall in lead prices is weakened, and the scattered orders are not good to prepare for delivery to the warehouse.
Forecast: Lead prices fluctuate, the short-term arrival of waste batteries is improving, and the short-term focus on regeneration and resumption of production is expected, and it is expected that lead prices will fluctuate in a wide range.
Article source: Intercontinental Battery Circle
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