Monthly Zinc Market Report Nov 2020

Content
1. Market Highlights 5
2 Economy and Policy 5
2.1 China releases 2020-2021 air pollution action plan for Beijing-Tianjin-Hebei region and Fen-Wei plains 5
2.2 China Minmetals calls for creation of zinc smelter group to boost pricing power 5
2.3 ILZSG: Global zinc oversupply shrinks in Sep 5
3. Market Movements 6
3.1 Market Movements in China 6
3.1.Asian Metal Copyright5 Luoping Zinc Electricity cuts refined zinc production 10 4.Asian Metal Copyright1 Zinc ingot 99.995%min 6
3.1.Asian Metal Copyright14 Guangxi Beishan Mining Development cuts lead-zinc concentrate production 12 4.Asian Metal Copyright2 Zinc ingot 99.99%min 7
3.1.3 Zinc concentrate 50%min 7
3.1.4 Imported zinc concentrate 50%min 8
3.1.5 Zinc die-casting alloy 8
3.1.Asian Metal Copyright1 Refined zinc producers statistics 12 5.Asian Metal Copyright6 Zinc oxide 99.7%min 8
3.1.7 Zinc powder 9
3.2 Market Movements Abroad 9
3.2.1 LME lead 9
3.2.2 LME zinc stocks 9
4. Company News 9
4.1 Rongda Mining to halt lead-zinc concentrate production in early Dec 10
4.2 Huayu Mining: Zinc concentrate output in Q3 up by 8.41% YOY 10
4.3 Xihe Qingyang Mining resumes production of dressing plant 10
4.4 Jincheng Zinc & Nickel to halt zinc concentrate production 10
4.5 Luoping Zinc & Electricity cuts refined zinc production 10
4.6 Baiyin Nonferrous signs copper and zinc concentrate import contract with SAMSUNG C&T 10
4.7 Tianma Mining halts zinc concentrate production 11
4.8 Yuandong Mining to resume lead-zinc concentrate production 11
4.9 Xinyi Mining to stop production of lead-zinc concentration 11
4.10 Qianjinda Mining's lead-zinc ore project put into commercial operation 11
4.11 Cangzhou Jiewei Zinc cuts zinc oxide production 11
4.12 Vedanta Zinc suspends mining at Gamsberg mine after accident 11
4.13 Aode Resources resumes lead-zinc concentrate production 12
4.14 Guangxi Beishan Mining Development cuts lead-zinc concentrate production 12
4.15 Yubang Mining resumes zinc concentrate production 12
5. Producers Statistics 12
5.1 Refined zinc producers statistics 12
5.1.Asian Metal Copyright1.Asian Metal Copyright1 China's refined zinc producers' operating rate records 90.44% in Nov 12
5.1.Asian Metal Copyright13 Aode Resources resumes lead-zinc concentrate production 12 4.Asian Metal Copyright2 China's refined zinc producers' output down by 0.2% MOM in Nov 13
5.1.Asian Metal Copyright3% YOY in late Nov 19 7.Asian Metal Copyright3 China's refined zinc producers' stocks up by 10.1% MOM in late Nov 13
5.2 Zinc die-casting alloy producers statistics 14
5.2.Asian Metal Copyright13 Aode Resources resumes lead-zinc concentrate production 12 4.Asian Metal Copyright1 China's zinc die-casting alloy producers' operating rate records 39.8% in Nov 14
5.2.Asian Metal Copyright4 Jincheng Zinc Nickel to halt zinc concentrate production 10 4.Asian Metal Copyright2 China's zinc die-casting alloy producers' output up by 0.66% MOM in Nov 14
5.2.Asian Metal Copyright2 CPCA: Retail sales of passenger cars in Nov to reach 2.Asian Metal Copyright3 China's zinc die-casting alloy producers' stocks down by about 26.3% MOM in late Nov 15
5.3 Zinc oxide producers statistics 15
5.3.Asian Metal Copyright7 Zinc powder 9 3.Asian Metal Copyright1 China's zinc oxide producers' operating rate records 50.04% in Nov 15
5.3.Asian Metal Copyright3 China's refined zinc producers' stocks up by 10.Asian Metal Copyright2 China's zinc oxide producers' output down by 5.2% MOM in Nov 16
5.3.Asian Metal Copyright3.Asian Metal Copyright3 China's zinc oxide producers' stocks down by 12.3% MOM in late Nov 16
5.4 Zinc powder producers statistics 17
5.4.Asian Metal Copyright5 Zinc die-casting alloy 8 3.Asian Metal Copyright1 China's zinc powder producers' operating rate records 62.51% in Nov 17
5.4.Asian Metal Copyright3 Zinc concentrate 50%min 7 3.Asian Metal Copyright2 China's zinc powder producers' output down by 5.7% MOM in Nov 17
5.4.Asian Metal Copyright51% in Nov 17 5.Asian Metal Copyright3 China's zinc powder producers' stocks down by 62.5% MOM in late Nov 18
6. Consumers Statistics 18
6.1 Chinese refined zinc producers' zinc concentrate consumption up by 6.0% YOY in Nov 18
6.2 Chinese refined zinc producers' zinc concentrate inventory down by 12.3% YOY in late Nov 19
7. Customs Statistics 19
7.1 China's zinc concentrate and ore imports up by about 20.32% YOY in Oct 19
7.2 China's zinc ingot 99.Asian Metal Copyright66 million units in Jan-Oct 21 8.Asian Metal Copyright995%min imports up by 52.5% MOM in Oct 20
8. Relevant Industry News 21
8.1 CAAM: China's estimated auto sales record 19.66 million units in Jan-Oct 21
8.2 CPCA: Retail sales of passenger cars in Nov to reach 2.14 million units 21
9. Market Outlook for Next Month 21


.Asian Metal Copyright32% YOY in Oct 19 7.Asian Metal Copyright