Monthly Zinc Market Report Jul 2020

Content
1 Market Highlights 4
2 Economy and Policy 4
2.1 Secondary copper, aluminum, lead and zinc industries included into category to cut remissions during heavy pollution period for first time in China 4
2.2 Yunnan issues measures for management of nonferrous metal commercial purchasing and stockpiling for 2020 4
2.3 WBMS: Zinc market records surplus of 126kt in Jan-May 2020 4
3 Market Movements 5
3.1 Market Movements in China 5
3.1.1 Zinc ingot prices soar 5
3.1.2 TCs for zinc concentrate up 6
3.1.3 Zinc die-casting alloy prices soar 7
3.1.4 Zinc oxide prices up substantially 7
3.1.5 Zinc powder prices soar 8
3.2 Market Movements Abroad 8
3.2.1 LME lead prices fluctuate up 8
3.2.2 LME zinc stocks up largely 8
4 Company News 8
4.1 Chifeng NFC maintain zinc ingot production line 8
4.2 Yuguang Zinc Industry to carry out maintenance on zinc ingot production line 8
4.3 Mitsui Mining and Smelting resumes operation of Peru's zinc mines 9
4.4 Jincheng Zinc & Nickel resumes zinc concentrate production 9
4.5 Zhejiang Sigma resumes zinc die-casting alloy production 9
4.6 Trevali Mining to restart Santander Zn-Pb-Ag mine 9
4.7 Xinyi Mining resumes lead-zinc concentrate production 9
4.8 Chihong Zn&Ge's subsidiary Tibet Xinhu Mining able to produce 20,000-22,000 metal tons of lead-zinc annually 9
4.9 Chihong Zn&Ge plans to acquire 100% equity of Huize Andisi Mining 10
4.10 Hunan Sanli Group resumes zinc ingot production 10
4.11 Xinjiu Mining resumes lead-zinc concentrate production 10
4.12 Xihe Qingyang Mining resumes production of concentrator 10
4.13 Guocheng Mining acquires 65% shares of Yubang Mining 10
5 Producers Statistics 11
5.1 Refined zinc producers statistics 11
5.1.Asian Metal Copyright1.Asian Metal Copyright1 China's refined zinc producers' operating rate records 85.2% in Jul 11
5.1.Asian Metal Copyright92% in Jul 14 5.Asian Metal Copyright2 China's refined zinc producers' output up by 8.3% MOM in Jul 11
5.1.Asian Metal Copyright7 Xinyi Mining resumes lead-zinc concentrate production 9 4.Asian Metal Copyright3 China's refined zinc producers' stocks down by 20.2% MOM in late Jul 12
5.2 Zinc die-casting alloy producers statistics 12
5.2.Asian Metal Copyright2 Yunnan issues measures for management of nonferrous metal commercial purchasing and stockpiling for 2020 4 2.Asian Metal Copyright1 China's zinc die-casting alloy producers' operating rate records 31.49% in Jul 12
5.2.Asian Metal Copyright1.Asian Metal Copyright2 China's zinc die-casting alloy producers' output down by 26.3% YOY in Jul 13
5.2.Asian Metal Copyright11 Xinjiu Mining resumes lead-zinc concentrate production 10 4.Asian Metal Copyright3 China's zinc die-casting alloy producers' stocks down by 7.4% MOM in late Jul 13
5.3 Zinc oxide producers statistics 14
5.3.Asian Metal Copyright3 Zinc die-casting alloy prices soar 7 3.Asian Metal Copyright1 China's zinc oxide producers' operating rate records 46.92% in Jul 14
5.3.Asian Metal Copyright3 China's refined zinc producers' stocks down by 20.Asian Metal Copyright2 China's zinc oxide producers' output up by 9.8% MOM in Jul 14
5.3.Asian Metal Copyright1.Asian Metal Copyright3 China's zinc oxide producers' stocks up by 8.6% MOM in late Jul 15
5.4 Zinc powder producers statistics 15
5.4.Asian Metal Copyright1 China's zinc oxide producers' operating rate records 46.Asian Metal Copyright1 China's zinc powder producers' operating rate records 53.5% in Jul 15
5.4.Asian Metal Copyright1 China's refined zinc producers' operating rate records 85.Asian Metal Copyright2 China's zinc powder producers' output up by 2.6% YOY in Jul 16
5.4.Asian Metal Copyright3.Asian Metal Copyright3 China's zinc powder producers' stocks down by 3.8% MOM in late Jul 16
6 Customs Statistics 17
6.1 China's zinc concentrate and ore imports down by about 40.2% MOM in Jun 17
6.2 China's zinc ingot 99.Asian Metal Copyright3.Asian Metal Copyright995%min imports up by 105.0% MOM in Jun 17
7 Relevant Industry News 18
7.1 CAAM: China's automobile sales up by 4.8% MOM in Jun 18
8 Market Outlook for Next Month 18


.Asian Metal Copyright1 Secondary copper, aluminum, lead and zinc industries included into category to cut remissions during heavy pollution period for first time in China 4 2.Asian Metal Copyright