商品日报(12月10日):白银新高之后再创新高 氧化铝新低之后又刷新低
Xin Hua Cai Jing·2025-12-10 11:27

Group 1: Commodity Market Overview - The domestic commodity futures market experienced mixed fluctuations on December 10, with certain metals showing strong performance, leading to a rise in the commodity index. The China Securities Commodity Futures Index closed at 1505.85 points, up 7.81 points or 0.52% from the previous trading day [1] - The silver market saw significant inflows, with the main contract on the Shanghai Futures Exchange attracting over 3.8 billion yuan in net capital on December 10, driven by tightening supply and high gold prices [1][2] Group 2: Silver Market Dynamics - Silver prices surged over 5% to reach a new historical high, supported by tight supply and expectations of interest rate cuts. The domestic silver market mirrored overseas trends, with a closing increase of 5.44% [2] - The tight supply situation in the silver market is expected to maintain upward pressure on prices, although potential volatility may arise from future developments regarding short squeezes and Federal Reserve policies [2] Group 3: Aluminum and Glass Market Challenges - Aluminum oxide prices continued to decline, dropping 3.17% on December 10, marking a new historical low. The oversupply situation is exacerbated by increased shipments of bauxite, which has weakened cost support for aluminum oxide [5] - The glass and soda ash markets are also facing downward pressure due to weak terminal demand, with glass prices hitting a historical low of 958 yuan/ton. The overall sentiment in these markets remains bearish as high inventory levels persist [6] Group 4: Other Commodity Insights - The multi-crystalline silicon market saw a rise of over 1% on December 10, influenced by the establishment of a new platform company in the sector. However, analysts caution against overly optimistic views without clear signs of production cuts [4] - The raw wood market experienced a decline, with the main contract dropping nearly 3% and approaching historical lows set earlier in the year [7]

商品日报(12月10日):白银新高之后再创新高 氧化铝新低之后又刷新低 - Reportify