商品日报（8月4日）：鸡蛋工业硅重挫 原木焦煤领涨

Commodity Market Overview - The commodity market showed mixed results with significant movements in various sectors, including a rise in lumber and coking coal prices by over 2%, while egg prices fell by over 4% [1][2][4] - The China Commodity Futures Price Index closed at 1424.34 points, a slight increase of 0.01% from the previous trading day [1] Lumber Market Insights - Lumber prices surged by 2.81% due to optimistic expectations for the traditional consumption peak season in September and October, alongside increased foreign pricing [2] - The inventory levels of imported New Zealand lumber remained stable, but a significant increase in incoming shipments was noted, with 14 vessels expected, a 133% week-on-week increase [2] Precious Metals Performance - Gold and silver prices rebounded by over 1% following a significant downward revision of U.S. non-farm employment data, raising concerns about the U.S. labor market and economic conditions [3] - The market anticipates a potential interest rate cut by the Federal Reserve in September, which could further support precious metal prices in the long term [3] Egg Market Dynamics - Egg futures experienced a notable decline of over 4%, attributed to an early surge in spot prices and insufficient demand [4] - The upcoming seasonal demand period is expected to influence prices, with potential for a rebound in September contracts as the market prepares for holiday stocking [4] Industrial Silicon Trends - Industrial silicon prices fell by over 3%, primarily due to increased production from small to medium-sized enterprises in the Southwest region [5] - The demand for industrial silicon remains weak across its main downstream sectors, including organic silicon and polysilicon, with overall demand showing a downward trend [5] Energy Sector Developments - OPEC+ announced a significant increase in production, which has pressured international oil prices and led to declines in related energy and chemical products [6]