Lead Market Report August 2012
2012-11-02 19:09:32 【Print】
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Introduction 4
1．Financial overview 4
1.1 Chinese CPI sees continuous downtick in July 4
1.2 Chinese PMI recorded new bottom in July 5
1.3 Expectations for easing policy will hold nonferrous metal prices up 6
2. International market review 6
2.1 Global crude oil prices volatile in August 6
2.2 USD keeps weakening 7
3. Chinese lead market review 8
3.1 Chinese lead concentrate prices creep up and supply becomes sufficient 8
3.2 Lead ingot prices nose up slightly in Chinese spot market 9
3.3 Lead acid battery market weak the demand of secondary lead low 10
3.4 Recycled lead battery market returns non-balance between supply and demand 12
3.5 UPS and motor lead acid battery go down 14
4. Production Data 15
4.1 Lead Markets In Surplus Of 48KT in H1 of 2012: ILZSG 15
4.2 Lead production in China 15
4.2.1 China lead concentrate production declines by 18.30% MOM in July 2012 15
4.2.2 China’s lead ingot production grows by 14.8% YOY in July 2012 17
4.3 Lead smelters’ operation rate increases in China in August 18
4.4 The operating rates of the biggest secondary lead smelters in China in August 19
5. Lead import and export data in China 20
5.1 Lead import and export data in China by country: 20
5.2 Analysis on lead import & export data 21
5.2.1 China’s refined lead import down by 8.27 % MOM in July 2012 21
5.2.2 China’s lead concentrate import touches 20-month high in July 2012 22
5.3 Top ten Chinese lead ore/concentrate importers July 2012 24
5.4 China lead ore/concentrate import data by company in July 2012 24
5.5 Export quantum of lead acid battery decreases down month on month in July 30
6. Company News 32
6.1 Western Resources to restart its Yinmao Lead-Zinc Mine 32
6.2 Red Lead’s new lead smelter to start operation in September 33
6.3 Nanfang and Chengyuan halt production temporarily 33
7．Related Industry Development 33
7.1 China automobile production and sales break though 10 million units in Jan-Jul 2012 33
8. Market Outlook 34
