【短期锌价或维持宽幅震荡，中长期维持偏空思路】金十期货3月11日讯，进入3月，国内北方矿山逐步复产，预计6月国内北方矿山完全复产。叠加海外锌精矿放量预期，预计矿端供应将有明显好转；当前冶炼厂原料库存处于相对高位；上周连云港港口锌精矿库存连续第二周小幅下降。冶炼端，当前国内部分冶炼厂已扭亏为盈，预计3月随矿端供应放量，TC持续上调，国内大部分冶炼厂将出现盈利，精炼锌供应或持续放量。消费方面，据了解，前期因“抢出口”影响，终端企业提前完成在手订单，甚至造成订单“透支”。节后下游普遍反映终端采购情绪不佳，间接导致锌下游初级加工企业开工不及往年。考虑到“金3银4”传统旺季及两会乐观情绪影响，3月下游消费或有好转。短期锌价或维持宽幅震荡，中长期维持偏空思路。
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