商品日报（1月5日）：金银反弹铂钯飙升 碳酸锂盘中触及13万元关口

Group 1: Market Overview - On January 5, 2026, the domestic commodity futures market showed strength, driven by the metal sector, with the China Securities Commodity Futures Price Index closing at 1591.20 points, up 3.79 points or 0.24% from the previous trading day [1] - The China Securities Commodity Futures Index closed at 2195.67 points, also up 5.23 points or 0.24% from the previous day [1] Group 2: Metal Sector Performance - The metal sector, particularly energy and precious metals, saw significant gains, with palladium rebounding nearly 9%, leading the commodity market [1] - Lithium carbonate surged over 7%, reaching above 130,000 yuan/ton, while platinum rose over 6% [1][3] - Basic metals such as copper, aluminum, and zinc also strengthened, with Shanghai aluminum hitting a nearly four-year high [3] Group 3: Geopolitical Impact on Precious Metals - Geopolitical tensions, particularly following a U.S. military strike in Venezuela, heightened risk aversion, benefiting the precious metals market [2] - Gold and silver prices rose over 2% and 4% respectively in overseas markets, although domestic gains were limited due to the appreciation of the yuan [2] - Analysts expect the gold market to maintain a "high-level fluctuation and overall stability" pattern throughout January [2] Group 4: Energy Metals and Lithium Market Dynamics - The energy metals market, particularly lithium carbonate, is experiencing bullish sentiment due to favorable policies and strong fundamentals [3] - The National Development and Reform Commission and the Ministry of Finance's announcement regarding large-scale equipment updates and trade-in policies has improved expectations for first-quarter demand in the new energy vehicle sector [3] - Concerns over stricter review requirements for lithium mines and delays in production resumption are also positively influencing the lithium market [3] Group 5: Weakness in Energy and Chemical Sectors - The energy sector unexpectedly weakened, with SC crude oil dropping over 3% due to increasing supply expectations and persistent oversupply pressures [5] - Major chemical products, including ethylene glycol and low-sulfur fuel oil, saw declines of 1% to 2% due to weaker cost support from falling oil prices [5][6] - The caustic soda market faced pressure from anticipated increases in domestic production capacity, leading to a decline of 3.82% in prices [6]