Core Viewpoint - The China Logistics and Purchasing Federation reported that the commodity price index for September shows a continuous month-on-month increase, indicating optimistic business expectations and stable overall market performance [1][4]. Group 1: Commodity Price Index - The commodity price index for September is 111.9 points, reflecting a month-on-month increase of 0.2% and a year-on-year increase of 1.7%, with the growth rate compared to the previous month expanding by 0.5 percentage points [1]. - Among the 50 monitored commodities, 18 saw price increases in September, with notable rises in corrugated paper (6%), caustic soda (2.5%), and electrolytic copper (2.3%) [1]. Group 2: Industry Analysis - The increase in the non-ferrous metal price index is attributed to rising downstream demand from sectors like new energy and photovoltaics, as well as the commercialization of artificial intelligence across various fields [2]. - Conversely, the black metal and mineral price indices experienced a decline due to project construction delays caused by extreme weather conditions [2]. Group 3: Economic Outlook - Experts suggest that the traditional production peak in October, combined with effective government policies aimed at promoting growth, may lead to a continued stable and positive trend in the commodity market [4]. - However, challenges such as geopolitical tensions and trade disputes may hinder global economic recovery, necessitating further macroeconomic adjustments to stimulate innovation and unleash domestic demand [4].
9月中国大宗商品价格指数连续五个月环比上升 生产经营保持扩张
Yang Shi Wang·2025-10-05 02:37