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开源证券-有色金属行业深度报告：新消费助力旧消费托底，锡矿供给侧持续紧张-240202

 供给：全球精锡冶炼产能较为宽松，矿端制约全球锡供给据我们测算，全球前八大精炼锡厂商 2022 年平均产能利用率仅 47.6%，小型冶炼厂产能利用率大概率更低，精锡供给量并不受冶炼产能制约，关键在于矿端产量以及再生锡产量。受制于矿端投产步伐限制，全球精锡增量空间有限。锡矿端来看，综合考虑我们统计的各个项目以及主要存量国家的情况，我们测算2023-2025 年新增产量分别为-0.54、+1.27

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