Group 1: Market Performance - On July 3, coking coal rose over 3%, iron ore, polysilicon, and coke increased over 2%, while silver, SC crude oil, glass, hot-rolled steel, rebar, live pigs, palm oil, and high-sulfur fuel oil rose over 1% [1] - The China Securities Commodity Futures Price Index closed at 1394.77 points, up 11.59 points or 0.84% from the previous trading day [1] - The China Securities Commodity Futures Index closed at 1933.74 points, up 16.06 points or 0.84% from the previous trading day [1] Group 2: Black Building Materials and Polysilicon - The "anti-involution" policy is expected to promote the orderly exit of backward production capacity, boosting previously oversupplied products like black building materials and polysilicon [2] - Coking coal's main contract rose by 3.76%, with iron ore, polysilicon, and coke main contracts increasing over 2% [2] - Market rumors about a production limit in Tangshan from July 4-15, reducing sintering machine output by 30%, have also supported the market [2] Group 3: Polysilicon Market Dynamics - After a previous day of limit-up, polysilicon's main contract saw a more moderate increase of 2.14%, indicating a high-level fluctuation [3] - Weak demand in the photovoltaic sector is pressuring downstream battery manufacturers, leading to a cautious purchasing attitude [3] - There is an expectation of slight supply growth in silicon materials due to the resumption of production in some upstream enterprises [3] Group 4: Rubber and Jujube Market Trends - The 20th rubber and jujube both fell over 1%, with rubber demand remaining weak due to trade war impacts [4] - Supply conditions for rubber are expected to normalize as the rainy season in Southeast Asia ends, with no significant drought reported [4] - Jujube prices fluctuated significantly, with high inventories from the previous season creating a complex supply-demand dynamic [4]
商品日报（7月3日）：黑色系整体偏强 红枣期货大幅回调
Xin Hua Cai Jing·2025-07-03 11:12