每日期货全景复盘12.17：铂钯期货今日双双涨停，均创上市以来新高！

Group 1 - The cancellation of mining rights in Yichun has led to a surge in bullish sentiment, with carbonated lithium prices breaking previous highs, but caution is advised as the market may experience a pullback [3][10] - The majority of the cancelled mining rights are non-core capacities and have already expired, indicating limited impact on supply [10][11] - Demand for carbonated lithium is weakening, with production of cathodes and battery cells declining, and social inventory reduction slowing down, raising concerns about hidden inventory risks [10][11] Group 2 - The nickel ore production target for Indonesian miners has been significantly lowered to 250 million tons for 2026, down from 379 million tons in 2025, aiming to prevent further declines in nickel prices [4] - The production of polysilicon is expected to remain below 120,000 tons in December due to reduced output during the dry season in Southwest China, with an annual production forecast of 1.33 million tons for 2025 [4] - Weekly construction material production has increased by 28,700 tons, but both social and total inventories have seen a decline of over 300,000 tons, indicating a potential recovery in demand [4] Group 3 - Platinum and palladium futures have both hit their daily limit up, reaching new highs since their listing, driven by strong macroeconomic factors and a bullish sentiment in precious metals [8][9] - The supply of palladium is under pressure, with high spot leasing rates indicating ongoing supply constraints, while platinum is expected to remain in a tight supply-demand situation through 2025 [9] - The market's expectations for interest rate cuts have provided support for gold and silver prices, with silver outperforming gold due to supply shortages [12][13]