Group 1 - The main contract for palladium futures fell to a limit down of 9.99%, closing at 515.65 yuan [1] - New Lake Futures advises against holding large positions in palladium futures due to ongoing supply shortages and geopolitical risks, particularly with Russia supplying over 40% of global palladium [2] - The low inventory levels and high supply concentration, combined with potential investment inflows, make palladium a high-volatility trading product [2] Group 2 - Ruida Futures indicates that the palladium market is shifting from a supply shortage to a potential oversupply, driven by the concentration of demand in automotive catalysts and the rise of electric vehicles [2] - Despite the bearish outlook, expectations of interest rate cuts may provide some support for palladium prices, which are currently at a low level [2] - The recent parabolic rise in platinum and palladium prices may increase the risk of a high-level correction, necessitating caution against technical pullback pressures [2]
供需格局预期较宽松 钯期货存技术性回调压力
Jin Tou Wang·2025-12-25 06:07