Zinc Market Report November 2015
2015-12-04 18:02:28 【Print】
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Contents
Introduction 1
2 International market overview 1
3 Chinese domestic market review 3
3.1 Chinese zinc concentrate prices move down further 3
3.2 Zinc ingot prices edge down continuously, market sluggish 4
3.3 Die-casting zinc alloy market quiet, some producers decrease processing charges 5
3.4 Zinc oxide market 6
3.4.1 Trading for zinc oxide produced from zinc ingot thin 6
3.4.2 Zinc oxide produced from zinc scrap market slow 7
3.4.3 Zinc oxide 90-99% market sees no improvement 8
3.5 Zinc powder market 8
3.5.1 Super-fine zinc powder market dim 8
3.5.2 Profits narrow, metal zinc powder producers halt production 9
3.6 Zinc sulfate market sluggish 9
4 Production data 10
4.1 China’s zinc concentrate output down by 11.43% MOM in October 2015 10
4.2 China’s refined zinc output down by 1.45% MOM in October 11
4.3 Operating rate of China’s zinc smelters down to 77.53% in November 12
4.4 China’s zinc smelters’ stocks down by 5.7% MOM in late November 13
4.5 China’s die-casting zinc alloy plants’ operating rate down to 49.26% in November 14
4.6 Operating rate of China’s zinc oxide plants down to 41.9% in November 15
4.7 Stocks at China’s zinc oxide plants up by 13.02% MOM in late November 16
5 Import & export data analysis 17
5.1 China’s zinc import and export data by country in October 17
5.2 China’s zinc ore/concentrate imports up by 45.42% YOY in October 2015 19
5.3 China’s refined zinc imports up by 74.86% MOM in October 2015 21
5.4 China’s zinc alloy imports up by 20.04% MOM in October 22
5.5 China’s zinc oxide imports up by 7.8% MOM in October 23
5.6 China’s zinc powder imports up by 9.8% MOM in October 2015 25
5.7 Top ten Chinese zinc ore/concentrate importers in October 26
6 Company news 27
6.1 Vedanta’s refined zinc output in India up by 28% YOY during H1 FY2016 27
6.2 Yindu Mining’s lead-zinc-silver mine to halt production in early December 27
6.3 Chihong Mining resumes zinc ingot production in early November 27
6.4 Western Mining 100,000tpy zinc smelting project does not produce zinc ingot in October 28
6.5 Shuikoushan Nonferrous Metal reduces zinc ingot output 28
6.6 Yongchun Fuyuan Zinc to halt zinc ingot production 28
6.7 Shaanxi Dongling reduces zinc ingot output for maintenance 28
6.8 Honglida Zinc halts zinc powder production 29
7 Related industry developments 29
7.1 China’s crude steel output down by 3.1% YOY in October 29
7.2 China’s automobile sales volume up by 11.79% YOY in October 29
8 Outlook for December 30
Picture 1 Three-month seller zinc on the LME in Oct-Nov 2
Picture 2 Zinc stocks on the LME in Oct-Nov 2
Picture 3 Prices for zinc concentrate 50%min in South China in Oct-Nov 2015 4
Picture 4 Prices for zinc concentrate 55%min in North China in Oct-Nov 2015 4
Picture 5 Prices for SHG zinc ingot in Oct-Nov 2015 5
Picture 6 Prices for Zamak-3 zinc alloy in Oct-Nov 2015 6
Picture 7 Prices for rubber grade zinc oxide 99.7%min from zinc ingot in Oct-Nov 2015 7
Picture 8 Prices for domestic 325 mesh zinc powder 98%min in Oct-Nov 2015 9
Picture 9 China’s zinc concentrate output Jan 2014-Oct 2015 10
Picture 10 China’s refined zinc output in 2014-2015 12
Picture 11 China’s zinc smelters’ operating rate 2014-2015 13
Picture 12 China’s zinc smelters’ stocks in 2014-2015 14
Picture 13 China’s major die-casting zinc alloy producers’ operating rate 2014-2015 15
Picture 14 Operating rate of zinc oxide plants from 2014 to 2015 16
Picture 15 China’s zinc oxide plants’ stocks in 2014-2015 17
Picture 16 China zinc ore/concentrate imports 2014-2015 20
Picture 17 Zinc ore/concentrate imported by China from Australia and Peru between Jan 2014 and Oct 2015 20
Picture 18 China’s refined zinc imports in 2014-2015 21
Picture 19 China’s main refined zinc import origins in 2015 22
Picture 20 China’s zinc alloy imports in 2014-2015 23
Picture 21 China zinc oxide imports in 2014-2015 24
Picture 22 The origins of China’s zinc oxide imports in 2015 24
Picture 23 China zinc powder and zinc flake powder imports in 2014-2015 25
Picture 24 The origins of China’s zinc powder imports in 2015 26
Table 1 Prices for zinc oxide 99.7%min produced from zinc scrap 8
Table 2 The output changes of some zinc smelters in November 2015 12
Table 3 Refined zinc, zinc alloy, zinc concentrate/ore import and export in October 2015 17
Table 4 China’s top 10 zinc ore/concentrate import companies in October 2015 26
Introduction 1
2 International market overview 1
3 Chinese domestic market review 3
3.1 Chinese zinc concentrate prices move down further 3
3.2 Zinc ingot prices edge down continuously, market sluggish 4
3.3 Die-casting zinc alloy market quiet, some producers decrease processing charges 5
3.4 Zinc oxide market 6
3.4.1 Trading for zinc oxide produced from zinc ingot thin 6
3.4.2 Zinc oxide produced from zinc scrap market slow 7
3.4.3 Zinc oxide 90-99% market sees no improvement 8
3.5 Zinc powder market 8
3.5.1 Super-fine zinc powder market dim 8
3.5.2 Profits narrow, metal zinc powder producers halt production 9
3.6 Zinc sulfate market sluggish 9
4 Production data 10
4.1 China’s zinc concentrate output down by 11.43% MOM in October 2015 10
4.2 China’s refined zinc output down by 1.45% MOM in October 11
4.3 Operating rate of China’s zinc smelters down to 77.53% in November 12
4.4 China’s zinc smelters’ stocks down by 5.7% MOM in late November 13
4.5 China’s die-casting zinc alloy plants’ operating rate down to 49.26% in November 14
4.6 Operating rate of China’s zinc oxide plants down to 41.9% in November 15
4.7 Stocks at China’s zinc oxide plants up by 13.02% MOM in late November 16
5 Import & export data analysis 17
5.1 China’s zinc import and export data by country in October 17
5.2 China’s zinc ore/concentrate imports up by 45.42% YOY in October 2015 19
5.3 China’s refined zinc imports up by 74.86% MOM in October 2015 21
5.4 China’s zinc alloy imports up by 20.04% MOM in October 22
5.5 China’s zinc oxide imports up by 7.8% MOM in October 23
5.6 China’s zinc powder imports up by 9.8% MOM in October 2015 25
5.7 Top ten Chinese zinc ore/concentrate importers in October 26
6 Company news 27
6.1 Vedanta’s refined zinc output in India up by 28% YOY during H1 FY2016 27
6.2 Yindu Mining’s lead-zinc-silver mine to halt production in early December 27
6.3 Chihong Mining resumes zinc ingot production in early November 27
6.4 Western Mining 100,000tpy zinc smelting project does not produce zinc ingot in October 28
6.5 Shuikoushan Nonferrous Metal reduces zinc ingot output 28
6.6 Yongchun Fuyuan Zinc to halt zinc ingot production 28
6.7 Shaanxi Dongling reduces zinc ingot output for maintenance 28
6.8 Honglida Zinc halts zinc powder production 29
7 Related industry developments 29
7.1 China’s crude steel output down by 3.1% YOY in October 29
7.2 China’s automobile sales volume up by 11.79% YOY in October 29
8 Outlook for December 30
Picture 1 Three-month seller zinc on the LME in Oct-Nov 2
Picture 2 Zinc stocks on the LME in Oct-Nov 2
Picture 3 Prices for zinc concentrate 50%min in South China in Oct-Nov 2015 4
Picture 4 Prices for zinc concentrate 55%min in North China in Oct-Nov 2015 4
Picture 5 Prices for SHG zinc ingot in Oct-Nov 2015 5
Picture 6 Prices for Zamak-3 zinc alloy in Oct-Nov 2015 6
Picture 7 Prices for rubber grade zinc oxide 99.7%min from zinc ingot in Oct-Nov 2015 7
Picture 8 Prices for domestic 325 mesh zinc powder 98%min in Oct-Nov 2015 9
Picture 9 China’s zinc concentrate output Jan 2014-Oct 2015 10
Picture 10 China’s refined zinc output in 2014-2015 12
Picture 11 China’s zinc smelters’ operating rate 2014-2015 13
Picture 12 China’s zinc smelters’ stocks in 2014-2015 14
Picture 13 China’s major die-casting zinc alloy producers’ operating rate 2014-2015 15
Picture 14 Operating rate of zinc oxide plants from 2014 to 2015 16
Picture 15 China’s zinc oxide plants’ stocks in 2014-2015 17
Picture 16 China zinc ore/concentrate imports 2014-2015 20
Picture 17 Zinc ore/concentrate imported by China from Australia and Peru between Jan 2014 and Oct 2015 20
Picture 18 China’s refined zinc imports in 2014-2015 21
Picture 19 China’s main refined zinc import origins in 2015 22
Picture 20 China’s zinc alloy imports in 2014-2015 23
Picture 21 China zinc oxide imports in 2014-2015 24
Picture 22 The origins of China’s zinc oxide imports in 2015 24
Picture 23 China zinc powder and zinc flake powder imports in 2014-2015 25
Picture 24 The origins of China’s zinc powder imports in 2015 26
Table 1 Prices for zinc oxide 99.7%min produced from zinc scrap 8
Table 2 The output changes of some zinc smelters in November 2015 12
Table 3 Refined zinc, zinc alloy, zinc concentrate/ore import and export in October 2015 17
Table 4 China’s top 10 zinc ore/concentrate import companies in October 2015 26
