Group 1 - The core viewpoint is that gold is under pressure due to a strong dollar and uncertainty regarding the timing of the next Federal Reserve interest rate cut, although safe-haven demand is limiting its decline [1] Group 2 - The World Platinum Investment Council predicts a significant shortage in the platinum market for the third consecutive year, with a shortfall of 22 tons, revised down by 5 tons from previous forecasts [3] - Total platinum supply is expected to decrease by 2% year-on-year to 222 tons in 2025, marking a five-year low, while total demand is projected to decline by 13 tons [3] - Platinum's supply is highly concentrated in South Africa and Russia, with South Africa holding nearly 90% of global platinum group metal reserves [3] - Platinum is essential in various industries, including jewelry, automotive, glass, aerospace, and chemicals, and its demand may significantly increase with advancements in hydrogen energy technology [3] - Platinum prices are expected to break through the 400 yuan per gram mark in 2025, with an annual increase exceeding 80% driven by rising prices of gold, silver, and other minor metals [3]
铂金出现显著短缺，机构预判市场需求可能会出现大幅增长
Huan Qiu Wang·2025-11-20 01:27