Group 1 - The main contract for palladium futures experienced a rapid increase, reaching a peak of 486.95 yuan, with a current price of 480.80 yuan, reflecting a rise of 1.80% [1] Group 2 - Zhengxin Futures suggests considering a long platinum and short palladium arbitrage strategy due to the current market conditions, including a higher-than-expected U.S. unemployment rate and lower-than-expected CPI, which may lead to a potential interest rate cut in January [2] - New Lake Futures advises against holding a heavy position in palladium, citing ongoing supply shortages and geopolitical risks, particularly with Russia supplying over 40% of global palladium [3] - Hualian Futures recommends holding long positions in palladium (PD2606), noting that while demand from the automotive sector is under pressure due to the rise of new energy vehicles in China, the macroeconomic environment and ongoing interest rate cuts by the Federal Reserve may support palladium prices [4]
库存低于多年低位 钯期货偏强震荡
Jin Tou Wang·2025-12-19 07:05