【金十期货一周精选】特朗普关税案迎来关键窗口 1月20日或见分晓

Group 1 - The Shanghai Gold Exchange emphasizes the need for risk control in the precious metals market due to significant price volatility and rising uncertainty [1] - The Ministry of Commerce reports on the progress of negotiations regarding electric vehicle exports to the EU, highlighting the need for price commitment guidelines for Chinese exporters [2] - Australia announces a strategic reserve plan for critical minerals, focusing on rare earth elements, antimony, and gallium to strengthen global supply chains [3] Group 2 - The cancellation of the export VAT rebate for photovoltaic products starting April 1, 2026, is expected to increase export costs for solar companies, leading to a rush to ship products before the policy takes effect [4] - The price of battery-grade lithium carbonate has surged to 152,000 yuan per ton, reflecting market expectations and supply dynamics [2] - The LME copper inventory has dropped by 22%, reaching a six-month low, driven by traders moving copper to the U.S. amid anticipated tariffs [10] Group 3 - Rongbai Technology signs a procurement agreement with CATL for lithium iron phosphate cathode materials, with a total sales amount exceeding 120 billion yuan [11] - The Chicago Mercantile Exchange plans to launch a 100-ounce silver futures contract, aiming to enhance market participation amid rising geopolitical uncertainties [8][9] - The China Securities Regulatory Commission emphasizes the need for quality development in the futures market and the importance of maintaining market stability [30] Group 4 - The U.S. Department of Commerce announces potential 100% tariffs on South Korean semiconductor manufacturers if they do not increase investments in the U.S. [35] - Indonesia cancels its plan to increase the biodiesel blend to 50%, maintaining the current 40% palm oil and 60% diesel mix [21] - The USDA reports an increase in U.S. soybean stocks by 6% year-on-year, with total stocks reaching 3.29 billion bushels [14]