商品日报(5月6日):SC原油低开低走 黑色系整体承压
Xin Hua Cai Jing·2025-05-06 10:58

Group 1: Market Overview - The domestic commodity futures market experienced a mixed performance on May 6, with NR main contract rising over 2% and several other contracts like urea, caustic soda, and natural rubber increasing by more than 1% [1] - The China Securities Commodity Futures Price Index closed at 1355.21 points, down 8.18 points or 0.60% from the previous trading day [1] Group 2: Oil Market Dynamics - International oil prices continued to decline during the holiday period, leading to a 3.69% drop in SC crude oil main contract, which was the largest decline in the domestic commodity market [2] - Analysts suggest that the recent slight rebound in oil prices is more technical than fundamental, with ongoing negative factors such as OPEC+ production strategy changes and demand uncertainty due to U.S. tariffs [2] Group 3: Black Metal Sector - The black metal sector faced pressure as expectations for terminal demand and pig iron production recovery weakened after the seasonal peak [3] - Despite a rise in pig iron production, the market remains cautious due to macroeconomic risks and expectations of a peak in pig iron prices [3] Group 4: Rubber Market Performance - The rubber sector showed resilience, with the main contract for No. 20 rubber rising by 2.16%, supported by a slight rebound in the overseas market [4] - However, the outlook for rubber prices remains uncertain due to weak fundamental expectations and high domestic tire inventory levels [4] Group 5: Urea Market Trends - Urea futures continued their upward trend with a 1.95% increase, driven by expectations of strong agricultural demand and rumors of export policy changes [5] - The market is currently experiencing a supply-demand balance, with domestic urea manufacturers actively seeking orders, indicating a potentially strong trend in the futures market [5]