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矿产能过剩,预计这种精炼锌增产、加工费低位、冶炼利润不佳的局面在2026年还会持续。需求端相对平稳,维持存量为主,但宏观冲击会阶段性扰动情绪。总之,供增需稳之下锌供需平衡有过剩倾向,但过剩预期的实现还有...

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