小金属行业动态报告：锑出口积极信号出现钼价成功突破4000大关

中信建投证券2025-07-14

核心观点锑：内盘锑价自4 月初回调至今，已出现触底迹象，矿端紧张依旧，包含大厂在内的多家冶炼厂家陆续减停产；7 月10 日商务部表示，海外锑合理民用需求将通过出口许可申请形式，经审查后出口。阻燃传统旺季到来+出口需求恢复，将有效对冲光伏玻璃用锑的不利影响，锑价有望触底回升。钼：本周钼精矿价格成功突破4000 关口，上半年国内钼铁钢招量近8 万吨，累计同比增长12.5%；钼价自底部回升24%。钼需求...

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小金属行业动态报告：锑出口积极信号出现 钼价成功突破4000大关

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小金属行业动态报告：锑出口积极信号出现钼价成功突破4000大关