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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

一 |     主力10合约上行至26300关口附近。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。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。

二 |     Washington, Oct 18 (UNI) The US says it agrees with Western allies that Iran's supply of explosive drones to Russia violates UN sanctions.
Kyiv was struck by so-called "kamikaze" drones on Monday, unleashed by Russia but believed to be Iranian-made.
The US agrees with the French and British assessment that the drones violate UN Security Council Resolution 2231, the US State Department said.
That resolution, linked to Iran's nuclear accord, bars Iranian transfers of certain military technologies.
Ukraine has identified the drones -- or unmanned aerial vehicles (UAVs) -- as Iranian Shahed-136 weapons.
They are called kamikaze drones after the Japanese fighter pilots who flew suicide missions in World War II.
"It is our belief that these UAVs that were transferred from Iran to Russia and used by Russia in Ukraine are among the weapons that would remain embargoed under 2231," said Vedant Patel of the State Department.
Iran denies supplying them to Russia, but Patel said the US "exposed publicly that Russia has received drones from Iran, that this was part of Russia's plan to import hundreds of Iranian UAVs of various types".
He added that there was "extensive proof" of Russia's use of them in Ukraine.
Critical infrastructure was hit on Monday in Ukraine's Kyiv, Dnipro and Sumy regions, with electricity cut in hundreds of towns and villages, the Kyiv government said.
At least eight people were killed -- four in Kyiv and four in Sumy. The US said it would "hold (Russia) accountable for its war crimes."
Patel said the deepening alliance between Russia and Iran was something the whole world should see as a threat. Russia and Iran have provided key military support for President Bashar al-Assad in the Syrian civil war.
UNI MR。国内需求端仍疲弱，社库处于历史同期高位，去库困难。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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