商品日报（9月4日）：铁矿石增仓上涨日线“三连阳” 原油及化工品全线下跌

Market Overview - On September 4, the domestic commodity futures market experienced a decline, with major contracts for red dates and LU dropping over 3% [1] - The fuel oil, paraxylene, SC crude oil, asphalt, and PTA contracts fell more than 2%, while contracts for coking coal, caustic soda, and others dropped over 1% [1] - The China Securities Commodity Futures Price Index closed at 1436.36 points, down 4.33 points or 0.30% from the previous trading day [1] Iron Ore Market - Iron ore saw an increase in open interest and closed up nearly 1.7%, marking a "three consecutive days of gains" trend [2] - Despite weak fundamental data, expectations of high furnace restarts and downstream inventory replenishment are driving bullish sentiment in the iron ore market [2] - Domestic steel inventory has increased for six consecutive weeks, reaching a four-month high, but news of steel mills in Tangshan resuming production has positively influenced future demand expectations [2] Lithium Carbonate Market - Lithium carbonate rebounded strongly, closing up 1.05% after hitting a one-month low earlier in the day [3] - The market is optimistic about demand in September, despite recent supply-side easing due to the resumption of silver lithium production [3] - Analysts suggest that lithium prices may find direction based on actual demand changes, given that inventory levels remain high [3] Other Commodities - Egg prices continued to stabilize, with a rise of over 1% [4] - Red dates fell sharply, breaking below 11,000 yuan/ton, with a decline of 3.75% leading the market [5] - Despite expectations of reduced new season production, overall demand remains weak, contributing to downward pressure on prices [5] Crude Oil Market - International oil prices continued to decline due to unexpected increases in API crude oil inventories and concerns over potential OPEC+ production increases [6] - The API reported an increase of 622,000 barrels in U.S. crude oil inventories, contrary to expectations of a decrease [6] - Analysts predict that the end of the peak consumption season and ongoing OPEC+ expansion will create significant pressure on oil prices through the end of the year [6]