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      <news:title><![CDATA[【LME锌基本面：60万吨产能受影响，利润倒挂与供给“黑天鹅”联手缔造四年新高】LME三个月期锌价格创2022年8月以来的最高水平，自2026年初以来累计上涨13%。两次重大供应中断对市场产生了显著影响，并推动价格上涨。卡哈马卡（Cajamarquilla）冶炼厂在一次事故后暂停运营，事故导致冶炼厂部分基础设施受损。嘉能可位于哈萨克斯坦的Kazzinc综合体发生爆炸，造成部分结构坍塌。这两家矿场向全球精炼锌市场供应约60万吨，相当于总供应量的4-4.5%。尽管价格上涨，但需求依然疲软，由于矿石加工费下降以及能源和硫酸成本上升，冶炼厂面临越来越大的利润压力。这导致市场出现供应紧张的情绪。预计2026年LME三个月期锌均价为每吨3100美元，而路透社调查显示，最看涨的预测为每吨3353美元。]]></news:title>
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