小金属行业动态报告：短期良性回调不改锑价中枢上移方向

中信建投证券2025-04-13

核心观点自3 月27 日内盘1#锑价触及26 万元/吨后，近期锑价小幅回调，根据安泰科，“国内部分厂商惜售心态发生转变，逐渐有出货获利了结的趋势”，“价格来到阶段性高点之后市场观望情绪逐渐加重，且大家普遍认为海外锑价上涨势头将要放缓，抑制了国内锑价的上涨高度。”我们认为，Q1 内盘锑价自14.3 万元/吨大幅上涨82%至26.0 万元/吨，近期锑市成交量大幅增加，部分上游厂商获利了结也仅使得锑价...

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小金属行业动态报告：短期良性回调 不改锑价中枢上移方向

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小金属行业动态报告：短期良性回调不改锑价中枢上移方向