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“上期所和LME套利空间消失。”SMM近日报道显示，10月我国精炼锌进口量再创21个月来新低，主要原因在于10月沪伦比值依然低迷，月均7.4左右，进口亏损额仍有500-1000元/吨的幅度，由于进口无利可图，进口商的进口积极性积极受到打压。
他表示，“投资者当前长线布局已经成了共识。然而，中期来看仍然较为乐观，因为疲弱的供应增长使得市场进一步陷入短缺境遇。”
未来可以预见，随着中国和印度基础建设的发展，对于锌和钢铁(镀锌)的需求将增长，这将推动未来五年内金属需求强势上涨。
