有色金属板块跌多涨少 多晶硅主力跌近3%
Jin Tou Wang·2025-12-02 04:09

Core Viewpoint - The domestic non-ferrous metal market experienced a decline in most sectors, with notable drops in polysilicon and industrial silicon prices, while zinc saw a slight increase [1][2]. Price Movements - As of December 2, the main contracts for various non-ferrous metals showed the following price changes: - Industrial silicon decreased by 1.14% to 9070.00 CNY/ton - Polysilicon fell by 2.92% to 56185.00 CNY/ton - Shanghai tin dropped by 1.16% to 304170.00 CNY/ton - Shanghai zinc increased by 0.80% to 22700.00 CNY/ton [1][2]. Futures Market Data - The opening, previous closing, and settlement prices for key contracts on December 2 are as follows: - Aluminum oxide: Opened at 2687.00, previous close 2677.00, settlement 2682.00 - Lithium carbonate: Opened at 96840.00, previous close 96940.00, settlement 97260.00 - Copper: Opened at 89410.00, previous close 89280.00, settlement 88830.00 - International copper: Opened at 80070.00, previous close 79990.00, settlement 79500.00 - Shanghai aluminum: Opened at 21870.00, previous close 21865.00, settlement 21780.00 - Lead: Opened at 17145.00, previous close 17075.00, settlement 17085.00 - Nickel: Opened at 117800.00, previous close 117850.00, settlement 117480.00 - Zinc: Opened at 22650.00, previous close 22590.00, settlement 22520.00 - Industrial silicon: Opened at 9120.00, previous close 9145.00, settlement 9175.00 - Polysilicon: Opened at 56505.00, previous close 57705.00, settlement 57875.00 - Shanghai tin: Opened at 305000.00, previous close 306580.00, settlement 307730.00 [2]. Warehouse Data - As of December 1, the warehouse receipts for various metals showed the following changes: - International copper futures receipts remained stable at 5502 tons - Copper futures receipts decreased by 3749 tons to 31495 tons - Zinc futures receipts decreased by 1839 tons to 65778 tons - Lead futures receipts decreased by 6241 tons to 20019 tons - Tin futures receipts increased by 27 tons to 6290 tons - Aluminum futures receipts decreased by 102 tons to 66833 tons - Nickel futures receipts decreased by 587 tons to 32722 tons - Lithium carbonate futures receipts increased by 2781 hands to 8222 hands - Polysilicon futures receipts increased by 10 hands to 1340 hands - Industrial silicon futures receipts remained stable at 6596 hands [3]. Basis and Spot Prices - The basis and spot prices for selected metals are as follows: - Copper: Spot price 89221.7, futures price 88830, basis 391, basis rate 0.44% - Zinc: Spot price 22542, futures price 22520, basis 22, basis rate 0.10% - Aluminum: Spot price 21740, futures price 21780, basis -40, basis rate -0.18% - Lead: Spot price 17081.2, futures price 17085, basis -3.8, basis rate -0.02% - Nickel: Spot price 120117, futures price 117480, basis 2637, basis rate 2.20% - Tin: Spot price 309050, futures price 307730, basis 1320, basis rate 0.43% - Industrial silicon: Spot price 9750, futures price 9175, basis 575, basis rate 5.90% - Lithium carbonate: Spot price 94266.7, futures price 97260, basis -2993, basis rate -3.18% - Polysilicon: Spot price 52000, futures price 57875, basis -5875, basis rate -11.30% - International copper: Spot price 79967, futures price 79990, basis -23, basis rate -0.03% [4][5].