商品日报(6月24日):碳酸锂超跌反弹 原油跌停化工品全线回落
Xin Hua Cai Jing·2025-06-24 13:46

Group 1: Market Overview - The domestic commodity futures market on June 24 saw more declines than increases, with lithium carbonate futures rising over 3% and glass and industrial silicon contracts increasing by over 1% [1] - High-sulfur fuel oil, SC crude oil, and liquefied gas contracts fell sharply, with declines of 9.02%, 9.00%, and 5.98% respectively [1] - The China Securities Commodity Futures Price Index closed at 1375.94 points, down 26.33 points or 1.88% from the previous trading day [1] Group 2: Lithium Carbonate Market - Lithium carbonate futures experienced a rebound, closing up 3.06%, despite the overall market retreating due to easing geopolitical tensions [2] - The market remains in a supply surplus situation, with increasing inventory levels and weak demand, leading to expectations of continued price weakness [2] - The current inventory of lithium carbonate has reached a record high, and supply pressures are expected to persist [2] Group 3: Glass Market - Glass futures recorded a 1.10% increase, with mixed performance in the spot market [3] - Demand remains cautious, particularly in regions affected by the rainy season, impacting sales [3] - The overall market sentiment is cautious, with high inventory levels and weak demand expected to lead to a weak and volatile market [3] Group 4: Crude Oil Market - The announcement of a ceasefire between Israel and Iran led to a significant drop in SC crude oil futures, which fell by 9.00% [4] - Related chemical products also saw declines, with high-sulfur fuel oil and liquefied gas contracts dropping sharply [4] - Despite the drop in prices, the fundamental supply situation for high-sulfur fuel oil remains relatively strong, with low inventory levels globally [4]