工业硅：主力跌近 2% 有色金属多期现倒挂

Core Viewpoint - The domestic non-ferrous metal market on May 20 showed a mixed trend with most metals declining, particularly industrial silicon and lithium carbonate, while alumina experienced a slight increase [1] Price Movements - Industrial silicon futures fell nearly 2% to 7980.00 CNY/ton, while lithium carbonate dropped 1.24% to 60640.00 CNY/ton [1] - Alumina futures rose by 1.39% to 3133.00 CNY/ton [1] - Nickel futures decreased by 0.50% to 123280.00 CNY/ton [1] Opening and Closing Prices - The opening and closing prices for various metals on May 20 were as follows: - Alumina: Opened at 3149.00 CNY, closed at 3090.00 CNY [1] - Lithium carbonate: Opened at 61160.00 CNY, closed at 61400.00 CNY [1] - Copper: Opened at 77980.00 CNY, closed at 77740.00 CNY [1] - International copper: Opened at 68950.00 CNY, closed at 68940.00 CNY [1] - Aluminum: Opened at 20050.00 CNY, closed at 20165.00 CNY [1] - Lead: Opened at 16860.00 CNY, closed at 16900.00 CNY [1] - Nickel: Opened at 123200.00 CNY, closed at 123900.00 CNY [1] - Zinc: Opened at 22415.00 CNY, closed at 22465.00 CNY [1] - Industrial silicon: Opened at 8065.00 CNY, closed at 8130.00 CNY [1] - Tin: Opened at 265600.00 CNY, closed at 263990.00 CNY [1] Inventory Changes - As of May 19, the inventory data for non-ferrous metals showed: - Copper futures inventory decreased by 1334 tons to 61913 tons [1] - Aluminum futures inventory decreased by 323 tons to 62497 tons [1] - Zinc futures inventory decreased by 474 tons to 1701 tons [1] - Tin futures inventory decreased by 64 tons to 8119 tons [1] - Lead futures inventory increased by 126 tons to 50047 tons [1] - Nickel futures inventory decreased by 30 tons to 23471 tons [1] - International copper futures inventory remained stable at 13744 tons [1] - Alumina futures inventory decreased by 1805 tons to 202930 tons [1] - Lithium carbonate futures inventory increased by 60 hands to 36684 hands [1] - Industrial silicon futures inventory decreased by 287 hands to 66097 hands [1] Basis Data - As of May 19, the basis data indicated a "backwardation" phenomenon for several metals: - Copper: Spot price at 78113.3 CNY, futures price at 77740 CNY, basis at 373 CNY, basis rate at 0.48% [1] - Zinc: Spot price at 22590 CNY, futures price at 22280 CNY, basis at 310 CNY, basis rate at 1.37% [1] - Aluminum: Spot price at 20290 CNY, futures price at 20165 CNY, basis at 125 CNY, basis rate at 0.62% [1] - Lead: Spot price at 16825 CNY, futures price at 16920 CNY, basis at -95 CNY, basis rate at -0.56% [1] - Nickel: Spot price at 125083 CNY, futures price at 123900 CNY, basis at 1183 CNY, basis rate at 0.95% [1] - Tin: Spot price at 265188 CNY, futures price at 263990 CNY, basis at 1198 CNY, basis rate at 0.45% [1] - Industrial silicon: Spot price at 9390 CNY, futures price at 8200 CNY, basis at 1190 CNY, basis rate at 12.67% [1] - Lithium carbonate: Spot price at 63600 CNY, futures price at 61400 CNY, basis at 2200 CNY, basis rate at 3.46% [1] - Polysilicon: Spot price at 38000 CNY, futures price at 37150 CNY, basis at 850 CNY, basis rate at 2.24% [1] - International copper: Spot price at 69235 CNY, futures price at 68940 CNY, basis at 295 CNY, basis rate at 0.43% [1]