连涨七个月！国内大宗商品市场“暖意”延续 经济内生动力和韧性稳步增强

Core Viewpoint - The China Logistics and Purchasing Federation reported that the commodity price index for November has shown a continuous month-on-month increase for seven consecutive months, indicating a better performance compared to the same period last year [1]. Group 1: Commodity Price Index - The commodity price index for November stands at 114.1 points, reflecting a month-on-month increase of 0.8% and a year-on-year increase of 1.6% [3]. - Among the 50 monitored commodities, 25 experienced a month-on-month price increase, with lithium carbonate, coke, and corrugated paper leading the gains at 15%, 7.2%, and 7.1% respectively [3]. Group 2: Industry Analysis - The non-ferrous metal price index rose by 1.4% month-on-month, driven by the rapid development of the global new energy industry and the continued expansion of domestic high-tech manufacturing [5]. - Energy and agricultural product price indices rebounded, increasing by 1.2% and 0.9% respectively, influenced by seasonal heating demand and tight supply of certain agricultural products [5]. Group 3: Economic Outlook - The overall commodity market is showing a recovery in prosperity levels, maintaining a stable and positive trend, which suggests that the domestic economic resilience and internal driving forces are steadily strengthening [7]. - The acceleration of the transition between old and new growth drivers is providing strong support for achieving the annual economic growth targets [7].