金属多飘绿 碳酸锂涨逾7% 沪金银续刷新高 钯主连跌超5%

Metal Market - Domestic base metals experienced a general decline, with only Shanghai zinc and tin showing gains, increasing by 0.85% and 4.12% respectively. Nickel fell by 2.21%, while other metals saw declines of less than 1% [1] - Lithium carbonate surged by 7.44%, reaching a peak of 174,060 yuan/ton, marking a new high since October 2023, before closing at 166,980 yuan/ton. Industrial silicon and polysilicon fell by 1.65% and 4.45% respectively [1] - In the black metal sector, stainless steel dropped by 0.54%, while coking coal and coke fell by 2.5% and 1.08% respectively [1] - On the international front, base metals generally declined, with London nickel leading the drop at 2.66% [1] - Precious metals saw COMEX gold and silver decrease by 0.5% and 0.18% respectively, while domestic gold rose by 1.01%, reaching a historical high of 1,035.34 yuan/gram, and silver increased by 5.9%, also hitting a historical high of 21,518 yuan/kilogram [1][2] Macroeconomic Developments - The National Development and Reform Commission (NDRC) will lead the formulation of the "14th Five-Year" plan for circular economy development, focusing on resource recycling and efficiency improvements [5] - The Ministry of Industry and Information Technology (MIIT) emphasized the promotion of humanoid robots and health monitoring devices in various settings, aiming to enhance elderly care services through technology [6][7] - The People's Bank of China conducted a net injection of 342.4 billion yuan through reverse repos, maintaining the operation rate at 1.40% [7] Oil Market - Oil prices rose, with West Texas Intermediate increasing by 0.76% and Brent crude by 0.72%, amid concerns over potential declines in Iranian oil exports due to heightened U.S. sanctions [10] - Experts warned that further U.S. actions against Iran could lead to the closure of the Strait of Hormuz, potentially disrupting a significant portion of global oil transport and causing prices to spike by several dollars per barrel [10]