Group 1: Market Overview - The domestic commodity market experienced widespread declines on August 14, with coking coal dropping over 6% and coke falling over 4% [1][2] - The China Securities Commodity Futures Price Index closed at 1435.41 points, down 10.06 points or 0.7% from the previous trading day [1] - The China Securities Commodity Futures Index closed at 1987.6 points, down 16.05 points or 0.8% from the previous trading day [1] Group 2: Coking Coal and Coke Market - Coking coal saw a significant drop, with prices falling over 6% after a brief dip of over 7% during the trading session [2] - Supply-side factors such as coal mine production inspections and the implementation of the 276 work system continue to disrupt market sentiment, limiting capacity release [2] - The daily customs clearance at the Mengkou port has recovered to over 1300 vehicles, alleviating some supply pressure [2] Group 3: Multi-Crystalline Silicon Market - Multi-crystalline silicon futures fell over 3%, with market dynamics expected to alternate between fundamental logic and "anti-involution" logic in the second half of the year [3] - Fluctuations in electricity prices will directly impact production costs, affecting the price center of multi-crystalline silicon [3] - The demand side has seen limited growth expectations due to the early consumption of market demand during the first half of the year [3] Group 4: Alkali and LPG Market - Caustic soda was one of the few industrial products to rise, increasing by 1.69% due to limited supply pressure from maintenance and unstarted production lines [4] - The average utilization rate of caustic soda production capacity decreased by 1 percentage point to 84.1% [4] - LPG prices rose for the fourth consecutive day, supported by a decrease in port arrivals and a recovery in demand from propane deep processing [6]
商品日报（8月14日）：双焦领跌 多晶硅、鸡蛋跌超3%
Xin Hua Cai Jing·2025-08-14 14:01