Group 1 - Coking coal prices surged nearly 7%, leading the commodity market, with multiple contracts hitting the daily limit [2] - The increase in coking coal prices is attributed to positive changes in the fundamentals, including high steel production and a significant drop in coal inventory at sample mines [2] - The commodity futures price index rose to 1431.18 points, an increase of 0.68% from the previous trading day [1] Group 2 - Polysilicon prices increased by 3.88%, supported by strong demand expectations due to a 42.9% year-on-year growth in solar power generation [3] - The average utilization rate for solar power generation reached 94%, further boosting demand for photovoltaic materials [3] - Despite the positive outlook, the polysilicon market remains sensitive to policy developments, which could lead to price volatility [3] Group 3 - Lithium carbonate prices fell over 2%, with the battery-grade lithium carbonate index price at 70,988 CNY/ton, down 139 CNY/ton from the previous day [4] - The overall oil market is weak, with OPEC+ planning to increase production, which may lead to lower oil prices in the future [4] - Egg prices hit a new low since listing, indicating weakness in the market [5]
商品日报（8月5日）：焦煤再度大涨 鸡蛋续创上市新低
Xin Hua Cai Jing·2025-08-05 10:51