商品日报（6月23日）：SC原油高开低走 集运欧线多晶硅继续走低

Group 1: Commodity Market Overview - On June 23, the domestic commodity futures market saw more declines than gains, with main contracts for logs, pulp, LU, and coking coal rising over 1% [1] - The China Securities Commodity Futures Price Index closed at 1403.89 points, down 0.89 points or 0.06% from the previous trading day [1] Group 2: Oil Market Dynamics - SC crude oil opened high but closed with a 0.30% increase, influenced by escalating tensions in the Middle East and concerns over potential Iranian actions affecting oil supply [2] - The geopolitical risk premium for oil is expected to rise by approximately $15 due to the situation in the Middle East, with an additional $5 expected for China's SC crude oil due to increased freight costs and supply concerns [2] Group 3: Lumber Market Activity - The main contract for logs rose by 1.87% on June 23, reaching a two-month high, driven by active inquiries and increased procurement by spot enterprises [3] - The market for logs is supported by tight supply in Shandong and improved export policies, with rising costs due to increased shipping rates and currency depreciation [3] Group 4: Other Commodity Movements - Pulp and coking coal also saw increases of over 1% [4] - The main contract for the European shipping index fell sharply by 4.67%, leading the market decline, attributed to weak market sentiment despite geopolitical concerns [5] - The main contract for polysilicon fell for the fifth consecutive trading day, down 3.30%, reaching a new low of 30,605 yuan/ton, driven by declining demand and supply expectations [6]