商品日报（11月7日）：供需面提振碳酸锂拉涨超3% 需求趋弱沥青跌超2%

Market Overview - The domestic commodity futures market experienced a weak overall performance on November 7, with significant differentiation among various products. The China Securities Commodity Futures Price Index closed at 1466.49 points, up 2.58 points or 0.18% from the previous trading day [1] - The China Securities Commodity Futures Index closed at 2023.40 points, also up 3.57 points or 0.18% from the previous trading day [1] Key Commodities Lithium Carbonate - Lithium carbonate surged over 3%, leading the commodity market, supported by strong demand despite uncertainties regarding the resumption of mining rights in Jiangxi Province [2] - Weekly inventory of lithium carbonate decreased by over 3,400 tons, indicating a continued acceleration in inventory reduction, driven by robust energy storage demand [2] - The current supply-demand situation for lithium carbonate remains tight, with expectations of continued inventory depletion until the end of the year [2] Industrial Silicon - Industrial silicon futures rose by 1.77%, second only to lithium carbonate, but the supply-demand situation remains weak [3] - Seasonal supply decreases due to the dry season in the southwest and reduced production in downstream polysilicon have led to a slight easing of inventory pressure [3] - Price breakthroughs above 10,000 yuan/ton are necessary to significantly increase supply in the upcoming dry season or next year's wet season [3] Asphalt - Asphalt prices fell over 2%, hitting a new low not seen in over a year, with the main contract closing down 2.40% [4][6] - Despite ongoing inventory reduction, colder weather is limiting construction demand in northern regions, contributing to bearish market sentiment [6] - A projected 16.9% decrease in domestic asphalt production in November may be necessary to support prices in the future [6] Iron Ore - Iron ore prices dropped by 1.87%, reaching a three-and-a-half-month low, primarily due to strong supply and weak demand [7] - Daily average iron water production from 247 steel mills decreased to 2.34 million tons, while port arrivals of imported iron ore increased by 3.51 million tons, raising concerns about oversupply [7] - The steel market is entering a low-demand season, and environmental production limits are expected to further pressure iron ore demand [7]