Monthly Lead Market Report Jul 2022

Contents

1 Market Highlights 2
2 Economy and Policy 2
2.1 GACC: China's import and export value of foreign trade up by 9.4% YoY in Jan-Jun 2
2.2 NBS: China's production of ten nonferrous metals up by 1.0% YoY in Jan-Jun 2
2.3 ILZSG: Global lead market sees supply surplus of 17.5kt in May 2
2.4 MIIT: China to promote efficient recycling of copper, aluminum, zinc, nickel, cobalt, lithium and other strategic metal scraps 2
2.5 MEE: China's accumulative turnover of carbon market reaches nearly 8.5 billion yuan in first year 2
2.6 NDRC allocates RMB2.4 billion to support construction of energy conservation and carbon reduction projects 2
2.7 IMF again cuts global economy growth forecast for 2022 and 2023 3
3 Market Movements 3
3.1 Market Movements in China 3
3.1.Asian Metal Copyright1 Primary lead producers statistics 6 5.Asian Metal Copyright1 Lead ingot 99.994%min 3
3.1.2 Lead concentrate 60%min 3
3.1.3 Imported lead concentrate 50%min 3
3.1.Asian Metal Copyright4 Chifeng Shanjin Silver and Lead resumes lead ingot output 6 4.Asian Metal Copyright4 Secondary lead ingot 99.994%min 4
3.1.5 Secondary lead ingot 98%min 4
3.1.6 Recycled battery 5
4 Company News 5
4.1 Hindustan Zinc's integrated zinc output up by 10% YoY in Q1 FY23 5
4.2 Camel Group (Anhui) resumes secondary lead ingot output 5
4.3 Hubei Chukai Metallurgy mainstains secondary lead ingot production lines 5
4.4 Chifeng Shanjin Silver and Lead resumes lead ingot output 6
4.5 Xinyu Nonferrous Metals to increase secondary lead ingot output 6
4.6 Anhui Tianchang Metal Materials resumes secondary lead ingot production 6
4.7 Anhui Tongguan Nonferrous to resume lead ingot output 6
4.8 Yichen Environmental Protection Technology to increase secondary lead ingot output 6
4.9 Jinyi Nonferrous Metal to increase secondary lead ingot output 6
5 Producers Statistics 6
5.1 Primary lead producers statistics 6
5.1.Asian Metal Copyright6 NDRC allocates RMB2.Asian Metal Copyright1 China's primary lead producers' operating rate records 58.20% in Jul 2022 6
5.1.Asian Metal Copyright994%min 13 8.Asian Metal Copyright2 China's primary lead producers' output up by 0.45% MOM in Jul 2022 7
5.1.Asian Metal Copyright1 China's primary lead producers' operating rate records 58.Asian Metal Copyright3 China's primary lead producers' stocks up by 12.75% MOM in Jul 2022 7
5.2 Secondary lead producers statistics 8
5.2.Asian Metal Copyright75% MOM in Jul 2022 7 5.Asian Metal Copyright1 China's secondary lead producers' operating rate records 45.26% in Jul 2022 8
5.2.Asian Metal Copyright16% MOM in Jul 2022 11 7 Customs Statistics 12 7.Asian Metal Copyright2 China's secondary lead producers' output up by 15.08% MOM in Jul 2022 8
5.2.Asian Metal Copyright75% MOM in Jul 2022 7 5.Asian Metal Copyright3 China's secondary lead producers' stocks up by 5.26% MOM in Jul 2022 9
5.3Lead concentrate producers statistics 9
5.3.Asian Metal Copyright994%min 13 8.Asian Metal Copyright1 China's lead concentrate producers' operating rate records 54.01% in Jul 2022 9
5.3.Asian Metal Copyright3 China's primary lead producers' stocks up by 12.Asian Metal Copyright2 China's lead concentrate producers' output down by 2.21% MOM in Jul 2022 10
5.3.Asian Metal Copyright26% MOM in Jul 2022 9 5.Asian Metal Copyright3 China's lead concentrate producers' stock up by 86.36% MOM in Jul 2022 10
6 Consumers Statistics 11
6.1 China primary lead producers' consumption volume for lead concentrate up by 2.79% MOM in Jul 2022 11
6.2 China primary lead producers' inventory for lead concentrate down by 7.16% MOM in Jul 2022 11
7 Customs Statistics 12
7.1 China's lead concentrate and ore imports down by 36.49% MOM in Jul 2022 12
8 Market Outlook for Next Month 13
8.1 Lead ingot 99.994%min 13
8.2 Lead concentrate 60%min 13
8.3 Imported lead concentrate 50%min TCs 13
8.4 Secondary lead ingot 99.994%min 13
8.5 Secondary lead ingot 98%min 13
8.6 Used battery 13

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