今年大宗商品市场总体平稳运行 我国经济结构更健康、更可持续

Core Insights - The report indicates that the overall operation of the bulk commodity market in China is stable, with significant characteristics of new and old energy conversion [1] Group 1: Price Index Forecast - The average price index for bulk commodities in China is expected to be 112.1 points in 2025, a decrease of 0.1% compared to the previous year [3] - Among the 50 bulk commodities monitored by the China Logistics and Purchasing Federation, 10 commodities are expected to see price increases compared to last year, including neodymium oxide, refined tin, and corrugated paper, with expected annual price increases of 43.4%, 20.6%, and 18.5% respectively [3] Group 2: Industry Analysis - The non-ferrous metal industry is expected to see a 4.2% increase compared to 2024, driven by the rapid growth of high-tech manufacturing and high-end equipment manufacturing in sectors such as new energy, photovoltaics, and wind power [4] - The average price index for agricultural products is projected to be 96.7 points, reflecting a 0.4% decrease from the previous year, with stable supply and demand for key agricultural products [4] Group 3: Economic Outlook - Experts suggest that the overall trend of the bulk commodity index in 2025 will show a pattern of low at the beginning and high at the end, indicating a stabilization and recovery, which reflects a healthier and more sustainable optimization of China's economic structure [5] - The strong resilience and significant domestic demand potential of the Chinese economy are expected to remain the most solid foundation for the bulk commodity market in 2026 [5]