According to data from Shengyi Society, the rise of non-ferrous metal tin was particularly prominent in the commodity market on February 27th. The early tin price was reported at 431640 yuan/ton, up 14.06% from 378420 yuan/ton before the holiday. The stock market linkage effect is obvious, with both Tin Industry Co., Ltd. and Huaxi Nonferrous Metals hitting the daily limit up today.
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The significant increase in tin prices is driven by a combination of tight supply, explosive demand, low inventory, and capital resonance.
On the supply side, the resumption of production in the Wa State mining area in Myanmar fell short of expectations, while about 70% of China’s tin concentrate relies on imports from Myanmar; Combined with the tightening of export quota control and slowing down of approvals in Indonesia, the world’s second largest tin exporting country, the increase in overseas supply continues to be restricted. Data shows that in January 2026, global tin ore production decreased by 8.3% year-on-year, and China’s tin concentrate imports decreased by 15% month on month.
On the demand side, market expectations continue to improve: the amount of tin used for a single AI server is 3-5 times that of traditional models, HBM、 Advanced packaging significantly increases unit tin consumption; New energy vehicles use three times more tin per vehicle than traditional fuel vehicles; Due to the strong demand for electronic soldering and semiconductor packaging, downstream stocking is active and traders are reluctant to sell, further driving up prices.
At the same time, the attribute of tin as a key strategic metal has been re recognized by the market, attracting speculation and allocation funds to enter, driving the price of tin ingot futures to strengthen.
From the perspective of trading logic, changes in commodity prices directly affect the profits of related listed companies, and commodity price increases usually lead stock prices by 5/10/20/30 days. Tracking the trend of commodity prices helps to capture the layout opportunities of cyclical stocks in advance.
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