商品日报（7月9日）：多晶硅表现依然强势 焦煤午后大幅拉升

Group 1 - The domestic commodity market experienced a significant increase on July 9, with polysilicon prices rising over 5%, coking coal up over 3%, and other commodities like pure benzene, coke, and alumina also seeing gains of over 2% [1][2] - Polysilicon prices were driven by production cut expectations, leading to a 5.03% increase after a previous day of limit-up trading, with macro policy guidance contributing to a substantial rise in spot prices [2][3] - Coking coal's main contract saw a rise of 3.81%, supported by improved market sentiment and a 2.6% increase in the operating rate of washing coal plants, indicating better demand and reduced inventory levels [3] Group 2 - The copper market faced volatility due to the Trump administration's announcement of a 50% tariff on all copper imports to the U.S., leading to a surge in U.S. copper prices while London and Shanghai copper prices weakened [4] - The price disparity between U.S. and European copper futures reached an extreme level, with a difference of $2400 per ton, compared to a historical average of $300 per ton, indicating significant market disruptions [4] - China's bonded zone copper premium rose above $150, suggesting that domestic copper prices may remain resilient due to tight upstream funding and low deliverable copper inventories [4]