Group 1: Industrial Products Market - The domestic bulk commodity market shows a clear divergence, with industrial products rising across the board while agricultural products perform weakly [1] - The black and chemical sectors are the main drivers of the market's rise, with coking coal and polysilicon seeing particularly significant gains [1] - Coking coal has emerged as the standout performer, with a weekly increase of over 30%, driven by favorable macro policies and strong market sentiment [1] Group 2: Metal Sector Performance - The metal sector has seen a collective surge, with polysilicon leading the charge, achieving a weekly increase of over 21% and reaching a historical high [1] - Positive industry policies aimed at structural adjustment and eliminating outdated capacity have bolstered market confidence [1] - Other metals like alumina and lithium carbonate also performed well, each with weekly increases exceeding 10% [1] Group 3: Glass Market Dynamics - Glass prices have reached a five-month high, driven by favorable industry policies and rising coal prices impacting production costs [2] - The decline in glass inventory to a near six-month low and strong sales performance from some companies have contributed to the price increase [2] Group 4: Swine Market Trends - The domestic swine market is experiencing a notable divergence, with live pig prices slightly declining while futures prices have seen a peak and subsequent drop [2] - Despite fluctuations in supply and demand, stocks related to pig farming have risen, indicating a disconnect between current market conditions and long-term expectations [2]
焦煤单周飙涨超30%!"黑金"行情是昙花一现还是周期重启?|期市头条
Di Yi Cai Jing·2025-07-25 11:48