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【观点】正信期货：锌价暂有突破震荡区间势头_我的网站

A |     主力10合约上行至26300关口附近。    (ECNS) -- Yingkou, a coastal city in northeast China’s Liaoning Province, has developed a global jellyfish industry chain, with its products exported to more than 30 countries and regions.    Located where the Daliao River meets the Bohai Sea, Yingkou has favorable conditions for jellyfish production, including suitable water temperatures, salinity and abundant natural feed.        The city’s jellyfish industry now supports nearly 50,000 workers across breeding, harvesting, processing and trade.    Large-scale harvesting and processing began in the late 1980s, but exports were long limited to raw materials with little brand recognition. Since 2018, the China (Yingkou) Jellyfish Festival has helped promote products and strengthen overseas market presence.    Today, Yingkou processes more than 230,000 metric tons of finished jellyfish annually, with demand shifting toward ready-to-use products for restaurants and supermarkets. Local authorities are working with research institutions to upgrade deep processing and standardize production among small-scale operators.    Since 2020, Yingkou has released 520 million jellyfish seedlings into coastal waters, generating an output-input ratio of more than 11:1 while supporting marine resource conservation and fishermen’s incomes.    (By Helen Mo, intern Liu Shuangjing)                         。近期盘面上涨由外盘主导，内外价差继续拉大，LME现货升水大涨暗示外盘挤仓压力。

B | 梳理锌产业基本面，国内1—3月锌矿进口量增速较快，传导至冶炼端，精炼锌产出延续增势。随着沪伦比再次走低，4月起锌矿进口量回落，原料供应趋紧之下加工费快速走低，炼厂利润显著承压，国内炼厂三季度逐步减产。国内需求端仍疲弱，社库处于历史同期高位，去库困难。

C | 从全球整体视角看，2026年锌矿虽仍在扩张周期中，但由于存量大矿品位...。

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