股市商品“联袂狂欢”，碳酸锂狂飙7.61%！铂钯尾盘涨停，多晶硅创新高

Group 1: Market Overview - The domestic A-share market rebounded with over 3,600 stocks rising, and the total trading volume reached 1.81 trillion yuan, indicating a recovery in market sentiment [1][6] - The Hang Seng Index increased by 0.92%, while the ChiNext Index surged by 3.39%, reflecting a broad-based rally across sectors [1][6] Group 2: Lithium Carbonate - Lithium carbonate prices surged by 7.61%, reaching 108,620 yuan/ton, marking a three-month high, driven by supply-demand tightness and market sentiment [1][2] - The average price for battery-grade lithium carbonate rose to 101,700 yuan/ton, with a daily increase of 4,500 yuan/ton [1] - Market sentiment was bolstered by the cancellation of expired mining licenses in Yichun, interpreted as a signal of stricter supply-side controls [1] Group 3: Platinum and Palladium - Platinum and palladium prices both hit their daily limits, with platinum rising by 7% to 527.55 yuan/gram and palladium increasing by 6.99% to 455.15 yuan/gram [3] - The rise was supported by expectations of continued interest rate cuts by the Federal Reserve, which weakened the dollar and boosted precious metals [3] - Supply constraints in key mining regions and recovering demand from the automotive sector contributed to the bullish outlook for both metals [3] Group 4: Polysilicon - Polysilicon prices reached a new high of 61,985 yuan/ton, with a daily increase of 4.36% [4] - The market was supported by policies aimed at curbing low-price competition in the photovoltaic industry and expectations of production cuts [5] - However, concerns about weakening downstream demand and rising inventory levels may pose challenges for sustained price increases [5] Group 5: Stock Market Dynamics - The energy metals sector, particularly lithium-related stocks, saw significant gains, with companies like Shengxin Lithium Energy hitting the daily limit [7] - The AI computing sector also performed well, driven by high demand for optical modules [7] - The overall market sentiment was influenced by government emphasis on expanding domestic demand and expectations of interest rate cuts from the Federal Reserve [7] Group 6: Market Outlook - Short-term market movements are driven by sentiment, while long-term fundamentals remain strong, particularly for lithium and precious metals [8] - The ongoing supply-demand gap for lithium resources and the supportive policies for polysilicon are expected to sustain price increases [8] - Investors are advised to focus on trading opportunities driven by sentiment in the short term while considering the underlying fundamentals for long-term strategies [9]