连续八个月上涨！大宗商品价格指数创19个月新高，哪些品种领跑？

Group 1 - The core viewpoint of the articles indicates that the Chinese commodity market is experiencing a recovery, with the Commodity Price Index (CBPI) reaching 117.9 points in December 2025, marking a month-on-month increase of 3.2% and a year-on-year increase of 6% [1] - The report highlights that 31 out of 50 monitored commodities 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] - The non-ferrous metals sector is identified as a key driver of the index's upward movement, with the non-ferrous metals price index reported at 145.2 points, reflecting a month-on-month increase of 4.9% and a year-on-year increase of 14.8% [1] Group 2 - The report from the China Logistics and Purchasing Federation indicates that the overall operation of the commodity market in 2025 is stable, with a slight expected decline of 0.1% in the average commodity price index compared to the previous year [2] - It is noted that despite global economic recovery pressures and increased external uncertainties, the Chinese commodity market is expected to maintain a stable and positive trend [2] - Looking ahead to 2026, proactive macroeconomic policies are anticipated to support the continued recovery of the domestic economy and commodity market, alongside accelerated structural transformation of the Chinese economy, which will create new demand for commodities [2]