中金：2022年全年锌供需缺口从此前预测的39万吨扩大至46.6万吨

今天《人民日报》头版的主要内容有：1、田间连车间 农企勇担当（这十年，总书记这样勉励企业高质量发展）；2、携手共建美丽幸福西藏——党的十八大以来对口支援西藏工作成就综述；3、李克强在广东考察时强调 在改革开放上勇于探索 为稳经济促发展注入新动力；4、栗战书同汤加议长法卡法努阿举行会谈；5、全国政协主席会议成员务虚会在京召开 汪洋出席会议并讲话；6、在勇于自我革命中赢得历史主动（奋进新征程 建功新时代·非凡十年）；7、韩正在国家电网召开座谈会强调加强政策支持 狠抓工作落实 进一步做好能源电力供应保障；8、中国（上海）自由贸易试验区临港新片区挂牌3年来——全方位高水平开放活力澎湃。","multimedia":{"img_url":["https://n.sinaimg.cn/zhibo/711/w622h889/20220818/65b3-ac7c55560ef96d26e30ab64cebf8c32e.png"]},"commentid":"live:finance-152-2776017:0","compere_id":0,"creator":"yongsheng6@staff.sina.com.cn","mender":"yongsheng6@staff.sina.com.cn","create_time":"2022-08-18 08:04:55","update_time":"2022-08-18 08:04:55","is_need_check":"1","check_time":"2022-08-18 08:05:13","check_status":"1","check_user":"yongsheng6@staff.sina.com.cn","is_delete":0,"top_value":0,"is_focus":0,"source_content_id":"0","anchor_image_url":"","anchor":"直播员","ext":"{"stocks":[{"market":"fund","symbol":"159945","key":"能源"},{"market":"fund","symbol":"562350","key":"电力"}],"needPush":false,"needAIPush":false,"needCMSLink":true,"needCalender":false,"needProvince":"西藏"}","old_live_cid":"0","tab":"","tag":[{"id":"9","name":"焦点"}],"like_nums":0,"comment_list":{"list":[],"total":0,"thread_show":0,"qreply":0,"qreply_show":0,"show":0},"docurl":"","rich_text_nick_to_url":[],"rich_text_nick_to_routeUri":[],"compere_info":""},{"id":2776016,"zhibo_id":152,"type":0,"rich_text":"【中金：2022年全年锌供需缺口从此前预测的39万吨扩大至46.6万吨】中金公司研报认为，继续下调了今年欧洲、中国的锌产量，同时下调了今年的全球需求增速，调整后的平衡表显示2022年全年锌供需缺口从此前预计的39万吨46.6万吨，下半年国内外消费增速分化与欧洲能源风险交织，国内进口相比上半年或有改善，但很难改变今年整体低进口的局面，全球精炼锌库存可能延续去库。向前看，我们建议持续关注欧洲能源问题演绎以及国内基建带动实物需求增量的兑现。