中国大宗商品价格指数连续8个月回升

Group 1 - The core viewpoint of the article highlights that the China Commodity Price Index (CBPI) reached 117.9 points in December 2025, marking a month-on-month increase of 3.2% and a year-on-year increase of 6%, indicating a structural optimization alongside a cyclical rebound [1][2] - The increase in the CBPI is attributed to a series of government policies aimed at promoting consumption, stabilizing growth, and reducing internal competition, which are showing positive effects [1][2] - Among the 50 monitored commodities, 31 saw price increases in December, with lithium carbonate, refined tin, and apples leading the gains at 15.5%, 11.7%, and 8.5% respectively [1][2] Group 2 - The non-ferrous metals sector has been a key driver of the index's rise, with the non-ferrous metals price index reaching 145.2 points in December, reflecting a month-on-month increase of 4.9% and a year-on-year increase of 14.8% [1][2] - Factors such as the anticipated interest rate cuts by the Federal Reserve, a weaker dollar, and supply chain disruptions have contributed to rising prices, particularly for lithium carbonate and refined tin [2] - The agricultural products price index also saw a month-on-month increase of 2.5% and a year-on-year increase of 5.5%, driven by seasonal demand and supply chain challenges [2] Group 3 - Looking ahead to 2026, the outlook for the commodity market is supported by proactive macroeconomic policies, an expanding domestic demand market, and ongoing industrial structural upgrades [3]