期货收评：现货报价上调 多晶硅盘中涨超7%！突破4.5万关口

Group 1: Silicon Material Market - The spot price of silicon material has increased, with polysilicon prices rising over 7% to surpass 45,000 yuan per ton [1][3] - The average transaction price for N-type polysilicon has risen by 12.4% week-on-week, with a price range of 40,000 to 49,000 yuan per ton [3][5] - The supply-demand relationship in the photovoltaic industry is improving, which is crucial for price stabilization [5] Group 2: Lithium Carbonate Market - Cangge Lithium Industry has suspended production, leading to a more than 5% increase in lithium carbonate prices, approaching 70,000 yuan per ton [1][6] - The company plans to achieve a lithium carbonate production of 11,000 tons by 2025, with a projected net profit of 49 million yuan for the first half of the year [8] - The impact of Cangge Lithium's temporary suspension on the overall lithium carbonate supply is minimal, affecting less than 1% of the monthly industry supply [8] Group 3: Lumber Market - The main contract for lumber has seen a price increase of 4.16%, driven by reduced supply and low inventory levels [9] - The low shipment volume of New Zealand lumber has tightened market supply, contributing to upward price pressure [9] - Port inventories are at low levels, supporting lumber prices amid a supply-demand imbalance [9][10]