商品日报(1月13日):碳酸锂盘中再度涨停 沪锡创上市新高
Xin Hua Cai Jing·2026-01-13 09:32

Group 1: Market Overview - The domestic commodity futures market showed mixed results on January 13, with lithium carbonate futures rising over 7%, while other commodities like silver and tin also saw significant gains [1] - The China Securities Commodity Futures Price Index closed at 1658.98 points, up 18.08 points or 1.10% from the previous trading day [1] Group 2: Lithium Carbonate - Lithium carbonate futures experienced a strong performance, driven by robust demand expectations despite entering a seasonal lull [2] - Factors supporting lithium carbonate include early implementation of national subsidies, stable demand in the power sector, and ongoing growth in energy storage projects [2] - The upcoming reduction in export tax rebates for lithium batteries on April 1 is expected to create a "rush for exports," mitigating the impact of the off-season [2] Group 3: Tin Market - Tin prices reached a recent high of 395,000 CNY/ton, matching the historical peak from March 2022, influenced by liquidity easing and supply constraints [3] - Despite the strong price performance, the tin market faces challenges from seasonal demand weakness and high prices potentially suppressing end-user purchases [3] Group 4: Shipping and Freight - The shipping index for European routes fell over 5% due to weak demand expectations post-holiday and insufficient transmission of "rush shipping" expectations to spot prices [4] - The Shanghai Export Container Freight Index for European routes reported a slight increase, but the overall market sentiment remains cautious due to potential pressures on cargo volumes in the second quarter of 2026 [4] Group 5: Precious Metals - Gold and silver prices reached new highs in the overnight market, although they showed some adjustment during the day [5] - Platinum and palladium prices fell significantly due to profit-taking and increased risk control measures by exchanges, with adjustments to trading limits and margin requirements [5] - The supply-demand balance for platinum is tight, while palladium is shifting from a supply deficit to a surplus, indicating stronger upward potential for platinum compared to palladium [5]