有色金属板块跌多涨少 碳酸锂主力跌逾4%

Group 1 - The domestic non-ferrous metal futures market experienced a decline, with lithium carbonate futures dropping over 4% to 79,200.00 CNY/ton [1] - As of August 22, the main contracts showed mixed performance: industrial silicon rose by 0.58% to 8,645.00 CNY/ton, while polysilicon fell by 1.42% to 51,295.00 CNY/ton [1][2] - The opening prices for various contracts on August 22 indicated a downward trend for lithium carbonate and polysilicon, while industrial silicon showed a slight increase [2] Group 2 - As of August 21, copper futures warehouse receipts decreased by 66 tons to 25,157 tons, while aluminum receipts fell by 3,048 tons to 59,890 tons [3] - The data indicated a mixed trend in warehouse receipts, with nickel increasing by 29 tons to 22,588 tons and lithium carbonate rising by 275 hands to 24,320 hands [3] - The basis data showed that several commodities, including copper, aluminum, nickel, industrial silicon, and lithium carbonate, experienced a 'backwardation' phenomenon, where spot prices exceeded futures prices [3] Group 3 - The basis and basis rate for various commodities were reported, with copper showing a basis of 225 CNY and a basis rate of 0.29%, while aluminum had a basis of 96 CNY and a basis rate of 0.46% [4][5] - Lithium carbonate had a basis of 133 CNY with a basis rate of 0.16%, indicating a slight premium over its futures price [5] - Industrial silicon exhibited a significant basis of 935 CNY and a high basis rate of 9.81%, reflecting strong demand relative to futures pricing [5]