商品日报（8月11日）：碳酸锂一字涨停“带飞”新能源金属 鸡蛋SC原油刷新近两个月新低

Group 1: Market Overview - The commodity futures market showed overall strength, particularly driven by the news of lithium mine suspension at CATL's Yichun project, leading to a strong surge in lithium carbonate prices [1][2] - The domestic commodity market index closed at 1430.55 points, up 3.51 points or 0.25% from the previous trading day, while the commodity futures index closed at 1986.73 points, also up 4.87 points or 0.25% [1] Group 2: Lithium Market Dynamics - The suspension of mining operations at CATL's Yichun project raised concerns about supply tightening in the lithium market, causing lithium carbonate futures to hit the daily limit [2][3] - Despite CATL's statement regarding the application for mining license renewal, the market anticipates a short-term reduction in domestic lithium supply, which has stimulated speculative demand [2][3] Group 3: New Energy Sector Performance - The surge in lithium prices positively impacted the new energy sector, with polysilicon and industrial silicon prices rising significantly, closing up 6.34% and 4.83% respectively [3] - The overall enthusiasm in the new energy sector was reflected in the strong performance of related stocks in the A-share market [2][3] Group 4: Agricultural Products Performance - The agricultural products sector exhibited mixed performance, with red dates and palm oil experiencing strong gains, while chicken eggs and protein meal prices declined due to weak fundamentals [1][4] - Palm oil prices rose by 2.29%, supported by favorable reports on Malaysian palm oil stocks and positive export data [3][4] Group 5: Supply Pressure in Other Commodities - In contrast to the rising prices of lithium and certain agricultural products, chicken egg prices fell sharply by 3.02%, reaching a two-month low due to ample supply [4][6] - SC crude oil prices also declined by 1.41%, influenced by OPEC+'s decision to increase production, leading to expectations of continued supply pressure in the oil market [4][6]