连续五个月环比上升 9月中国大宗商品价格指数公布

Core Insights - The China Logistics and Purchasing Federation reported that the commodity price index for September reached 111.9 points, marking a 0.2% month-on-month increase and indicating a stable overall performance in the commodity market [1] - The year-on-year increase of 1.7% in the commodity price index shows an improvement compared to the previous month, reflecting a positive trend in the market [1] Industry Analysis - In September, 18 out of 50 monitored commodities experienced price increases, with notable rises in corrugated paper (6%), caustic soda (2.5%), and electrolytic copper (2.3%) [1] - The current October period is characterized as a traditional peak production season, with expectations for continued stability and growth in the commodity market due to effective government policies aimed at promoting growth [3] - The non-ferrous metal price index is rising due to increased downstream demand from sectors like new energy and photovoltaics, as well as the commercialization of artificial intelligence [4] - Conversely, the black metal and mineral price indices have seen a decline due to project construction delays caused by extreme weather conditions [4]