商品日报（9月10日）：碳酸锂重挫近5% 工业硅涨超2%

Group 1 - Domestic commodity futures market continues to show weakness, with lithium carbonate and polysilicon experiencing corrections, while oil prices stabilize due to geopolitical events [1][3] - As of the afternoon close on September 10, the China Securities Commodity Futures Price Index closed at 1446.70 points, down 4.09 points or 0.28% from the previous trading day [1] - The China Securities Commodity Futures Index closed at 1998.40 points, down 5.65 points or 0.28% from the previous trading day [1] Group 2 - Industrial silicon futures opened low but rose, closing with a gain of 1.58%, driven by market sentiment despite weak fundamentals [2] - The Ministry of Industry and Information Technology indicated ongoing efforts to regulate irrational competition in key industries like new energy vehicles and photovoltaics, which has shown initial results [2] - Industrial silicon remains in a tight balance, with low manufacturer inventories and strong price support, although market sentiment is influenced by related products [2] Group 3 - Geopolitical tensions have led to a rise in oil prices, with SC crude oil main contract closing up 0.58%, while liquefied gas and fuel oil contracts rose over 1% [3] - Despite the rise, OPEC+ production increases are creating oversupply pressures, limiting the extent of price gains [3] - Market sentiment remains cautious, with the overall trend in the crude oil market still bearish [3] Group 4 - News of the resumption of the Jiangxiawo lithium mine has led to a significant drop in lithium prices, with the main contract falling by 4.87% [4] - The market is shifting focus back to the oversupply situation in lithium carbonate, despite initial bullish sentiment following supply concerns [4] - Analysts suggest that while there are expectations for a strong demand season in the second half of the year, high supply and uncertainties in the fundamentals may lead to continued weak fluctuations in lithium prices [4] Group 5 - Palm oil prices fell over 2%, reaching a one-week low, influenced by a bearish supply-demand report from Malaysia and declining soybean oil prices [5] - Malaysia's palm oil inventory increased by 4.18% to 2.2025 million tons, while exports decreased by 19.66%, raising concerns about future supply-demand pressures [5] - Domestic demand for oilseeds may provide some support, but uncertainty remains in the oilseed sector, which is expected to continue fluctuating [5]