Group 1: Market Overview - The price of polysilicon increased by over 3%, while lithium carbonate rose by more than 2%, and various commodities such as iron ore, PTA, and copper also saw gains exceeding 1% [1] - The China Securities Commodity Futures Price Index closed at 1484.63 points, up 6.74 points or 0.46% from the previous trading day [1] Group 2: Polysilicon Market - Polysilicon prices surged by 3.82% on October 27, driven by expectations of reduced production in November and positive macroeconomic sentiment [2] - Anticipation of a significant decline in polysilicon output due to planned production cuts at major bases in Southwest China supports the market [2] - The overall market sentiment remains optimistic, with institutions predicting a strong performance for polysilicon supported by cost stability and favorable policies [2] Group 3: Lithium Carbonate Market - Lithium carbonate prices rose over 2.5%, reaching above 82,000 yuan per ton, marking a two-month high [3] - The rapid growth in energy storage demand is a key factor driving the lithium carbonate market, with significant inventory depletion observed [3] - Despite global lithium resource capacity expansion, strong demand and positive sentiment are expected to sustain high lithium prices in the short term [3] Group 4: Weak Performers - The red dates market experienced a significant decline, dropping over 5% due to a lack of new supply and cautious purchasing behavior from buyers [4] - Raw wood futures also fell over 5%, attributed to rumors regarding contract rule changes and easing trade tensions between China and the U.S. [4] Group 5: Other Commodities - Other commodities such as synthetic rubber, gold, and corn saw declines of over 1%, while the shipping index for Europe dropped by more than 2% [6]
商品日报（10月27日）：多晶硅碳酸锂涨幅居前 红枣原木重挫超5%
Xin Hua Cai Jing·2025-10-27 08:32