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Physical market 现货市场 * The consumption picture消费图谱 Sources: CRU, Standard Chartered Research * Global consumption 全球消费 Asian consumption 亚洲消费 * * Galvanized sheet production镀锌板产量 Galvanized sheet production increased quickly, % y/y 镀锌板产量增加很快， 同比 US galvanized sheet shipments rebound with the exception for summer 除去夏季，美国镀锌板船运回升 Sources: CRU, Standard Chartered Research Nickel – capped by excess capacity镍-产能过剩产生的压力 LME 3-month nickel prices rose 27% ytd 2010 on improving demand from the stainless steel sector and problems at major producers, despite excess stock overhang伦敦三月镍价2010年以来上涨了27