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期货收评:碳酸锂涨9%涨停,集运指数涨超6%,硅铁、铁矿石涨超1%;沪银跌超4%,沪金跌超3%,多晶硅跌近3%
Sou Hu Cai Jing·2025-11-17 07:28

Group 1 - The core viewpoint of the articles indicates a mixed performance in the domestic futures market, with lithium carbonate reaching a limit-up increase of 9% and a strong market sentiment in upstream and downstream operations [1][2] - On November 14, the futures warehouse receipts for lithium carbonate recorded 27,170 contracts, a decrease of 338 contracts from the previous trading day, indicating a continuous reduction in inventory over several weeks [1] - The forecast for November suggests a reduction of over 12,000 tons in inventory, while December is expected to see a further reduction of 8,000 tons if the production at the "Jianxiawo" site does not resume [1] Group 2 - The lithium carbonate price is expected to have strong support from the fundamentals, reflecting a positive outlook for the market [1] - In the futures market, the shipping index (European line) increased by over 6%, while other commodities such as silicon iron, iron ore, coke, rebar, and hot-rolled steel also saw gains exceeding 1% [2] - Conversely, there were notable declines in prices for silver, gold, and polysilicon, with silver dropping over 4% and gold falling over 3% [2]