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每日期货全景复盘11.13:美国政府停摆宣告结束回补流动性,沪银创历史新高
Jin Shi Shu Ju·2025-11-13 11:11

Market Overview - The futures market shows a bullish sentiment with 55 contracts rising and 25 contracts falling today, indicating increased trading activity in upward-moving varieties [2] - The top gainers include silver futures (+5.47%), polysilicon (+3.69%), and apples (+3.32%), driven by supply and demand factors [5] - The largest capital inflows were seen in aluminum (+5.92 billion CNY), apples (+4.42 billion CNY), and gold (+4.03 billion CNY), suggesting strong interest from major funds [8] Key Events - India's palm oil imports in October fell to 602,381 tons, marking a significant decrease from September's 833,017 tons, with palm oil's share of total vegetable oil imports dropping below 50% for the first time [12] - The production and inventory of rebar steel have decreased for two consecutive weeks, with production at 2 million tons, down 4.1% from the previous week [13] Inventory and Supply Chain Insights - The total inventory of float glass in sample enterprises reached 63.247 million heavy boxes, reflecting a year-on-year increase of 33.61% [14] - Domestic soda ash inventory stood at 1.7073 million tons, with slight fluctuations in light and heavy soda ash stocks, indicating limited demand changes [14] Commodity Specific Insights - Lithium carbonate futures rose by 1.39% to 87,840 CNY/ton, driven by unexpected demand in energy storage and speculative trading [22] - SC crude oil futures fell by 3.66% to 449.5 CNY/barrel, influenced by ongoing OPEC+ production increases and seasonal inventory builds [25] - Silver futures reached a historical high, closing up 5.48% at 12,588 CNY/kg, supported by liquidity recovery following the end of the U.S. government shutdown [26]