有色金属板块“万红丛中一点绿” 多晶硅主力涨近5%
Jin Tou Wang·2025-12-01 04:02

Core Insights - The domestic futures market for non-ferrous metals shows mixed performance, with polysilicon futures rising nearly 5% while other metals like alumina and lead experience declines [1] Price Movements - Polysilicon futures increased by 4.93% to 58,640.00 CNY/ton - Alumina futures decreased by 1.36% to 2,681.00 CNY/ton - Shanghai copper futures rose by 2.32% to 89,230.00 CNY/ton - International copper futures increased by 2.66% to 79,900.00 CNY/ton [1][2] Futures Market Data - The opening and closing prices for various contracts on December 1 include: - Alumina: Opened at 2,701.00 CNY, closed at 2,718.00 CNY - Lithium carbonate: Opened at 96,980.00 CNY, closed at 96,400.00 CNY - Shanghai copper: Opened at 87,630.00 CNY, closed at 87,210.00 CNY - International copper: Opened at 78,180.00 CNY, closed at 77,830.00 CNY - Polysilicon: Opened at 57,000.00 CNY, closed at 55,885.00 CNY [2] Warehouse Inventory Changes - As of November 28, warehouse receipts for various metals showed the following changes: - Aluminum: Increased by 26 tons to 66,935 tons - Copper: Decreased by 629 tons to 35,244 tons - Alumina: Increased by 1,130 tons to 258,413 tons - Nickel: Decreased by 239 tons to 33,309 tons - Zinc: Decreased by 1,501 tons to 67,617 tons - Tin: Increased by 44 tons to 6,263 tons - Lead: Decreased by 1,235 tons to 26,260 tons - Lithium carbonate: Decreased by 21,340 contracts to 5,441 contracts - Polysilicon: Decreased by 5,960 contracts to 1,330 contracts - Industrial silicon: Decreased by 32,959 contracts to 6,596 contracts [3] Basis and Basis Rate - The basis and basis rates for selected metals indicate the following: - Copper: Spot price at 87,403.3 CNY, futures price at 87,210 CNY, basis of 193 CNY, basis rate of 0.22% - Zinc: Spot price at 22,356 CNY, futures price at 22,355 CNY, basis of 1 CNY, basis rate of 0.00% - Aluminum: Spot price at 21,460 CNY, futures price at 21,510 CNY, basis of -50 CNY, basis rate of -0.23% [4][5]