商品日报(1月16日):基本金属全线回调 碳酸锂封跌停
Xin Hua Cai Jing·2026-01-16 09:56

Group 1: Market Overview - The domestic commodity futures market on January 16 saw more declines than gains, with polysilicon and rapeseed oil leading the gains, both rising over 2% [1] - The carbon lithium main contract hit the daily limit down, falling by 8.99%, while other commodities like shipping, tin, and nickel also experienced significant declines [1][5] - The China Securities Commodity Futures Price Index closed at 1668.57 points, down 15.53 points or 0.92% from the previous trading day [1] Group 2: Polysilicon Market - Polysilicon showed signs of stabilization on January 16, with the main contract rising by 2.5% after a week of corrections, driven by speculation about capacity control and production adjustments [2] - Concerns about production impacts due to a major company's planned shutdown until May have increased, alongside a firm pricing stance from polysilicon producers [2] - Despite the rebound, analysts caution that high inventory levels and strict industry regulations may limit the sustainability of this upward trend [2] Group 3: Oilseed Market - The oilseed sector saw a general increase, led by rapeseed oil with a 2.07% rise, attributed to low domestic rapeseed inventory and strong reactions to rising overseas oil prices [3] - U.S. biodiesel policy developments are expected to boost soybean oil consumption, contributing to price recoveries in both domestic and international markets [3] - However, analysts note that potential policy factors and mixed market influences may hinder the formation of a clear trend in the oilseed market [3] Group 4: Other Commodities - Glass and steel prices continued to rise moderately, with glass increasing by 1.29% while rebar saw only a slight increase of 0.06% [4] - The basic metals market experienced a broad retreat, with lithium carbonate hitting the limit down and falling by 8.99%, influenced by rapid price increases and profit-taking [5][6] - The shipping sector faced downward pressure, with the main contract for the European shipping line dropping by 8.52% due to seasonal trends and reduced demand ahead of the Chinese New Year [6][8]