Lead Industry Annual Report 2022

Contents
Lead Industry Annual Report 2022 1
1. Lead ingot industry overview 7
1.1 Definition 7
1.2 Type 7
1.2.1 By industry chain 7
1.2.2 By chemical composition 7
1.3 Output and Distribution 7
1.4 Number of Producers 7
1.4.1 Number of primary lead ingot producers 7
1.4.2 Number of secondary lead ingot producers 7
1.4.3 Number of lead concentrate producers 7
1.5Application 8
2. Economy and Policy 8
2.1Economy and Policy in China 8
2.1.1Shanxi launches large-scale campaign to investigate and rectify hidden dangers in production safety 8
2.1.2 Customs Tariff Commission of State Council issues 8
2.1.3MEE calls for orderly promotion of green and low-carbon development in 2022 8
2.1.4 MEE: Temporary control on enterprises of heavy pollution and large emission during Winter Olympics 8
2.1.5 MOF: Over RMB1 trillion deducted from due taxes and fees in 2021 8
2.1.Asian Metal Copyright17 Tianjin Toho Lead Recycling to restarts secondary lead ingot production 24 4.Asian Metal Copyright6 NDRC: China's output of ten non-ferrous metals up by 5.4% YOY in 2021 8
2.1.7 China unveils new policies to promote steady growth of industrial economy 8
2.1.8 Henan: Secondary lead output to reach 700,000 tons by 2025 8
2.1.9 MOF: China to implement larger tax and fee cuts for small businesses 8
2.1.Asian Metal Copyright1.Asian Metal Copyright10 GACC: total import-export value grows 13.3% YOY in Jan-Feb 9
2.1.11Five inspection teams carry out onsite work for second round of environmental protection inspection 9
2.1.13 MEE: Permit-consistent emission policy to cover all industries in China by end of 2025 9
2.1.14 GACC: China's total I/E value up by 10.7% in Q1 9
2.1.15 MIIT announces second batch of copper, aluminum, zinc, lead and magnesium producers compliant with industry norms 9
2.1.16 State Council Work Safety Committee to carry out nationwide safety production inspection 9
2.1.Asian Metal Copyright2.Asian Metal Copyright17GACC: China's import and export value of foreign trade up by 7.9% YoY in Jan-Apr 9
2.1.Asian Metal Copyright1.Asian Metal Copyright18MoF: China's 2022 tax rebates & cuts and fee reductions to total RMB2.5 trillion 9
2.1.Asian Metal Copyright37 Lingbao Xinling Lead to increase lead ingot output 26 4.Asian Metal Copyright19 NBS: China's lead production up by 3.2% YOY in May 9
2.1.Asian Metal Copyright1.Asian Metal Copyright20 China aims to reduce industrial energy intensity by 13.5% from 2021 to 2025 9
2.1.21 MIIT: China to promote efficient recycling of copper, aluminum, zinc, nickel, cobalt, lithium and other strategic metal scraps 9
2.1.22 IMF again cuts global economy growth forecast for 2022 and 2023 10
2.1.23 China moves to prevent blind expansion of nonferrous metal smelting capacity 10
2.1.24 China's mine safety watchdog to spot-check standards implementation from Aug to Nov 10
2.1.25 MEE: To launch third round of central ecological and environmental protection inspection campaign 10
2.1.Asian Metal Copyright994%min 38 8.Asian Metal Copyright26 GACC: China's foreign trade value up by 9.9% YOY in Jan-Sep 2022 10
2.1.Asian Metal Copyright15 Jinli Gold and Lead Group to decrease lead ingot production 24 4.Asian Metal Copyright27 China's ten nonferrous metals production up by 2.8% YoY in Jan-Sep 10
2.1.Asian Metal Copyright15 Jinli Gold and Lead Group to decrease lead ingot production 24 4.Asian Metal Copyright28 China's foreign trade value up by 9.5% YOY in Jan-Oct 2022 10
2.1.29 China's nonferrous industry carbon emission to peak by 2030 10
2.1.30 China unveils plan to bolster industrial economic recovery 10
2.1.31 China to accelerate revision of mandatory energy quota standards for steel, non-ferrous metal and other industries 11
2.1.Asian Metal Copyright1 China's lead concentrate consumers statistics in 2022 35 6.Asian Metal Copyright32 China's central bank to cut RRR by 0.25 percentage points 11
2.1.33 MEE unveils action plan to win battle for blue skies 11
2.2 Global market 11
2.2.1 WBMS: Global lead market has deficit of 57,000 tons in Jan-Feb 2022 11
2.2.2 WBMS: Global lead market has deficit of 92,000 tons in Jan-Mar 2022 11
2.2.3 ILZSG: Global lead market sees shortage of 9,600t in Mar 11
2.2.Asian Metal Copyright4 ILZSG: Global lead market sees supply surplus of 17.Asian Metal Copyright4 ILZSG: Global lead market sees supply surplus of 17.5kt in May 11
2.2.5 FED announces largest FFR increase of 75 basis points since 1994 11
2.2.6 WBMS: Global lead market sees supply shortage of 108,000 tons in Jan-Jun 2022 11
2.2.7 OECD cuts global economic growth forecast for 2023 12
2.2.Asian Metal Copyright47 billion for projects including secondary lead production line 27 4.Asian Metal Copyright8 IMF cuts 2023 global economic growth forecast to 2.7% 12
2.2.9 WBMS: Global lead market records deficit of 146,000 tons in Jan-Aug 12
2.3.Asian Metal Copyright1.Asian Metal Copyright0 ILZSG: Global lead market suffers short supply by 27.6kt in Aug 12
3. Market Movements 12
3.1 Market Movement in China 12
3.1.Asian Metal Copyright1.Asian Metal Copyright1 Lead ingot 99.994%min 12
Quarter One 12
Quarter Two 13
Quarter Three 13
Quarter Four 13
3.1.2 Lead concentrate 60%min 14
Quarter One 14
Quarter Two 14
Quarter Three 15
Quarter Four 15
3.1.3 TCs for imported lead concentrate 50%min 15
Quarter One 15
Quarter Two 16
Quarter Three 16
Quarter Four 16
3.1.Asian Metal Copyright54 Huangshaping Mining halts lead zinc concentrate output 28 4.Asian Metal Copyright4 EXW price of secondary lead 99.994%min 16
Quarter One 17
Quarter Two 17
Quarter Three 18
Quarter Four 18
3.1.5 EXW price of secondary lead ingot 98%min 18
Quarter One 19
Quarter Two 19
Quarter Three 19
Quarter Four 20
3.1.6 Recycled battery 20
Quarter One 21
Quarter Two 21
Quarter Three 21
Quarter Four 22
4. Company News 22
4.1 Statistics of maintenance time of major lead smelting enterprises in 2022 22
4.2 Jinyi Comprehensive Recovery to halt secondary lead ingot production 23
4.3 Xiyu Nonferrous Metals maintains lead ingot production line 23
4.4 Yongning Nonferrous finishes the maintenance of lead ingot production line 23
4.5 Xinyu Nonferrous to suspend the production of secondary lead ingot 23
4.6 Yunnan Zhenxing Industrial conducts maintenance on lead ingot production line 23
4.7 Xinxiang Huarui Power to stop secondary lead ingot production 23
4.8 Tongliao Taiding nonferrous Metal to halt secondary lead ingot production 23
4.9 Guangxi Beishan Mining to decline zinc& lead 2022 annual production 23
4.8 Guizhou Cenxiang Resource Technology halts secondary lead ingot production 23
4.9 Jiangxi Fengri Metallurgical Technology restarts secondary lead ingot production 24
4.10 Huludao Zinc Industry maintained lead ingot production line 24
4.11 Chentai Nonferrous Metal Smelting to resume secondary lead ingot 24
4.12 WanyangSmelting Group to decline lead ingot production 24
4.13 Jinyang Shiheng Mining to resume lead concentrate production 24
4.14 Jiangxi JindeLead to reduce lead ingot production 24
4.15 Jinli Gold and Lead Group to decrease lead ingot production 24
4.16 Baoshan Nonferrous Metal resumes lead concentrate output 24
4.17 Tianjin Toho Lead Recycling to restarts secondary lead ingot production 24
4.18 Jiangxi Yuanfeng Nonferrous Metals halts secondary lead ingot production 24
4.19 Jiangxi Qijin Material maintains secondary lead ingot production lines 25
4.20 Chifeng Jinfan Renewable Resources maintains secondary lead ingot production line 25
4.21 Nanjing Yinmao Lead and Zinc Mining to increase lead& zinc concentrate output 25
4.22 Dean Tianbao Mining resumes lead& zinc concentrate production 25
4.23 Dahua Energy to increase secondary lead production 25
4.24 Xinchuan Mine Development restarts zinc& lead concentrate 25
4.25 Yindu Mining to restart lead& zinc concentrate production 25
4.26 Rongda Mining restarts zinc & lead concentrate output 25
4.27 Henan Yongxu Renewable Resources to decrease secondary lead ingot 25
4.28 Beishan Mining Development restarts zinc& lead concentrate output 25
4.29 Yongning Nonferrous maintains lead ingot production line 26
4.30 Jiangxi Qijin Material to restart secondary lead ingot production 26
4.31 HulunbuirShanjin Mining suspends lead concentrate production 26
4.32 Yunnan Mengzi Mining and Metallurgy to increase lead ingot output 26
4.33 Linwu South Mining resumes lead concentrate output 26
4.34 Xinyi Mining to restart lead& zinc concentrate production 26
4.35 Anhui Chaowei Environmental Protection to decrease secondary lead ingot production 26
4.36 Tianchang Metal Material to reduce secondary lead ingot output 26
4.37 Lingbao Xinling Lead to increase lead ingot output 26
4.38 Haicheng Chengxin Nonferrous Metal stops lead ingot production 26
4.39 Chenzhou Jingui Silver maintains lead ingot production lines 27
4.40 Hubei Jinyang Metallurgical Incorporated maintains secondary lead ingot production lines 27
4.41 Shanxi Yichen Environmental Protection to resume secondary lead ingot production 27
4.42 Jiangxi Fengri Metallurgy suspends secondary lead ingot output 27
4.43 Yuguang Gold & Lead to raise no more than RMB1.47 billion for projects including secondary lead production line 27
4.44 Chifeng Shanjin Silver and Lead to maintain lead ingot production lines 27
4.45 Akto Xinneng Mining resumes lead concentrate production 27
4.46 Henan Jinli Gold and Lead Group maintains lead ingot production lines 27
4.47 Hunan Shuikoushan Nonferrous Metals to maintain lead ingot production lines 27
4.48 Anhui Tianchang Metal Materials suspends secondary lead ingot output 27
4.49 Tianjin Toho Lead Recycling resumes secondary lead ingot production 28
4.50 Anhui Tongguan Nonferrous suspends lead ingot production 28
4.51 Hubei Chukai Metallurgy maintains secondary lead ingot production lines 28
4.52 Anyang Minshan Huanneng Gaoke to reduce lead ingot output 28
4.53 Yingjiang Kunrun Industrial to increase lead concentrate output 28
4.54 Huangshaping Mining halts lead& zinc concentrate output 28
4.55 Hunan Yuteng Nonferrous Metals resumes lead ingot output 28
4.56 Dahua Energy Technology stops secondary lead output 28
4.57 Hebei Songhe Renewable Resources tests production for secondary lead ingot 28
4.58 Baoshan Nonferrous Metal resumes lead concentrate output 28
4.59 Tibet Baoxiang Mining halts lead& zinc concentrate output 29
4.60 Zhejiang Tianneng halts secondary lead ingot output 29
4.61 Chifeng Li Tuo Mining to stop lead& zinc concentrate production 29
5. Producers Statistics 29
5.1 China's primary lead producers statistics in 2022 29
5.1.1 China's primary lead producers' capacity in 2022 29
5.1.2 China's primary lead producers' operating rate in 2022 29
5.1.3 China's primary lead producers' output in 2022 30
5.1.4 China's primary lead producers' stocks in 2022 30
5.2 China's secondary lead producers statistics in 2022 31
5.2.1 China's secondary lead producers' capacity in 2022 31
5.2.2 China's secondary lead producers' operating rate in 2022 31
5.2.3 China's secondary lead producers' output in 2022 32
5.2.4 China's secondary lead producers' stocks in 2022 32
5.3 China's lead concentrate producers statistics in 2022 33
5.3.1 China's lead concentrate producers' capacity in 2022 33
5.3.2 China's lead concentrate producers' operating rate in 2022 33
5.3.3 China's lead concentrate producers' output in 2022 34
5.3.4 China's lead concentrate producers' stocks in 2022 34
6. Consumers Statistics 35
6.1 China's lead concentrate consumers statistics in 2022 35
6.1.1 Annual consumption capacity statistics of China's lead concentrate consumers in 2022 35
6.1.2 Consumption volume statistics of China's lead concentrate consumers in 2022 35
6.1.3 Stocks statistics of China's lead concentrate consumers in 2022 36
7. Customs Statistics 36
7.1 China's lead concentrate and ore imports down by 14.6% YOY in 2022 36
8. Supply demand outlook 37
8.1 Lead concentrate 60%min 37
8.2 Lead ingot 99.994%min 38
8.3 Secondary lead ingot 99.994%min 38
8.4 Secondary lead ingot 98%min 38
8.5 Used battery 38


.Asian Metal Copyright5 Xinyu Nonferrous to suspend the production of secondary lead ingot 23 4Asian Metal Copyright