Group 1: Market Overview - On May 7, the domestic commodity futures market saw more gains than losses, with major contracts for paraxylene, low-sulfur fuel oil, asphalt, PTA, SC crude oil, and high-sulfur fuel oil rising over 2% [1] - The China Securities Commodity Futures Price Index closed at 1362.44 points, up 5.61 points or 0.41% from the previous trading day [1] Group 2: Oil Market Impact - The strong rebound in international oil prices led to a collective rise in related domestic products, with paraxylene (PX) and low-sulfur fuel oil (LU) seeing increases of nearly 3% [2] - Factors contributing to the oil price rebound include geopolitical tensions and a recovery in market sentiment regarding trade wars, which have attracted buying interest [2] Group 3: Polyester Chain Dynamics - The rebound in oil prices has positively impacted the polyester chain, with PX and PTA main contracts closing up 2.81% and 2.72% respectively [3] - Domestic PX and PTA prices are expected to remain tight due to ongoing maintenance and inventory depletion, with potential for further price testing [3] Group 4: Weakness in Silicon and Lithium Carbonate - Both polysilicon and lithium carbonate main contracts hit historical lows, with polysilicon down 3.63% and lithium carbonate down 1.99% [4] - Despite marginal improvements in the polysilicon market, the supply-demand balance remains loose, leading to continued downward pressure [4][5] Group 5: Aluminum Market Trends - The main contract for aluminum fell over 2%, driven by seasonal demand weakness and declining alumina prices [5][6] - The overall inventory levels for aluminum products remain low compared to previous years, but the market faces pressure from international trade dynamics [6]
商品日报（5月7日）：能化板块集体走强 多晶硅、碳酸锂均创历史新低
Xin Hua Cai Jing·2025-05-07 11:19