全球供应紧缺，铂金价格飙升突破2300美元创历史新高

Group 1 - Platinum futures prices have reached a historic high of over $2300 per ounce, driven by global supply shortages and high borrowing costs [1][3] - Platinum prices have increased for ten consecutive trading days, marking the longest streak since 2017, with a year-to-date increase of over 150%, the largest annual gain since Bloomberg began tracking this data in 1987 [1][3] - The tightening supply signals in the London platinum market have led banks to transfer platinum inventories to the U.S. to avoid potential tariff risks [1][3] Group 2 - The platinum market is expected to face its third consecutive annual supply deficit, primarily due to ongoing supply disruptions in South Africa, the largest platinum-producing country [2][4] - High borrowing costs are impacting industrial demand for platinum, as companies often choose to lease platinum instead of purchasing it outright to reduce capital costs [2][4] - Platinum prices reached a peak of $2361.23 per ounce, with palladium also experiencing a significant increase of up to 2.5% on the same day [2][4] Group 3 - There are over 600,000 ounces of platinum stored in U.S. warehouses, significantly exceeding normal levels, while traders are awaiting the results of the U.S. government's Section 232 investigation related to platinum trade [1][3] - Strong demand for platinum exports to China continues, and the recent launch of platinum futures contracts on the Guangzhou Futures Exchange has further boosted market optimism, with prices significantly higher than other international benchmarks [1][3]