Group 1 - Recent surge in commodity prices, with polysilicon futures rising over 28% in the last 10 trading days, lithium carbonate futures exceeding 70,000 yuan/ton, and coking coal and glass futures increasing by 20.26% and 14.44% respectively [1] - The price recovery indicates an improvement in the supply-demand dynamics, suggesting potential recovery in corporate profitability [1] - Key drivers of this price increase stem from ongoing policy initiatives aimed at promoting economic stability and growth, including measures to combat disorderly low-price competition and enhance domestic demand [1] Group 2 - The policies of "anti-involution," "expanding domestic demand," and "stabilizing growth" are interrelated and mutually reinforcing, with each supporting the others [2] - In the first half of the year, final consumption expenditure contributed 52% to economic growth, indicating a continuous release of consumption potential [2] - With policy support, commodities may transition from cyclical growth to sustainable growth, leading to a healthier industrial ecosystem and promoting high-quality economic development [2]
时报观察 | 三管齐下 大宗商品供需格局得以改善
Zheng Quan Shi Bao·2025-07-21 19:06