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商品市场突发跳水,发生了什么?
Zheng Quan Shi Bao·2025-08-14 06:20

Group 1: Commodity Market Overview - The commodity futures market experienced a significant drop, with multiple commodities showing negative performance, particularly coking coal and coke, which fell over 7% and nearly 5% respectively [1][2] - Other commodities such as polysilicon, rapeseed meal, rapeseed, and alumina also saw declines exceeding 3% [1][2] - The market correction is attributed to profit-taking by bulls and concerns over long-term supply-demand imbalances [2] Group 2: Coal Sector Performance - A-shares and Hong Kong coal stocks declined, with notable drops including Jinma Energy down nearly 6% and Yanzhou Coal Mining down 4.5% [3] - The coal industry index fell by 1.15%, reflecting a broader downturn in the energy sector [4] - Major coal companies such as Shenhua Energy and Shanxi Coking Coal also reported declines in their stock prices [3][4] Group 3: Oil Market Insights - The IEA's monthly report presented a bearish outlook, raising the 2025 global oil supply growth forecast from 2.1 million barrels per day to 2.5 million barrels per day, indicating a potential record surplus next year [6] - Factors such as easing tensions in the Middle East, OPEC+ increasing production, and weakening oil demand are contributing to the downward pressure on oil prices [6]