有色金属板块“万绿丛中一点红” 多晶硅主力跌幅近2%

Core Viewpoint - The domestic non-ferrous metal market shows mixed performance, with polysilicon futures experiencing a significant decline while other metals like lead are showing slight gains [1] Price Movements - As of November 5, polysilicon futures fell by 1.98% to 53,605.00 CNY/ton, while copper futures dropped by 1.09% to 85,490.00 CNY/ton. Lead futures increased by 0.29% to 17,495.00 CNY/ton, and international copper futures decreased by 1.21% to 76,080.00 CNY/ton [1] - The opening and closing prices for various contracts on November 5 are as follows: - Aluminum oxide: Opened at 2,765.00 CNY, closed at 2,775.00 CNY - Lithium carbonate: Opened at 78,440.00 CNY, closed at 79,500.00 CNY - Copper: Opened at 85,000.00 CNY, closed at 86,430.00 CNY - Nickel: Opened at 119,860.00 CNY, closed at 120,320.00 CNY - Zinc: Opened at 22,605.00 CNY, closed at 22,685.00 CNY - Polysilicon: Opened at 53,500.00 CNY, closed at 54,690.00 CNY [2] Warehouse Data - As of November 4, international copper futures warehouse receipts decreased by 675 tons to 10,235 tons, while domestic copper futures receipts increased by 1,081 tons to 41,147 tons. Aluminum futures receipts decreased by 75 tons to 64,194 tons, and zinc futures receipts increased by 548 tons to 68,197 tons [3] - The warehouse receipts for various metals show the following changes: - Nickel: Decreased by 254 tons to 30,952 tons - Tin: Increased by 246 tons to 5,976 tons - Lithium carbonate: Decreased by 800 contracts to 26,490 contracts - Polysilicon: Remained stable at 9,590 contracts [3] Basis and Basis Rate - The basis and basis rate for several metals are as follows: - Copper: Spot price at 86,640 CNY, futures price at 86,430 CNY, basis at 210 CNY, basis rate at 0.24% - Zinc: Spot price at 22,566 CNY, futures price at 22,685 CNY, basis at -119 CNY, basis rate at -0.53% - Aluminum: Spot price at 21,450 CNY, futures price at 21,510 CNY, basis at -60 CNY, basis rate at -0.28% [4][5]