商品日报（2月4日）： 商品情绪全面回暖 沪银大涨超11%

Group 1: Market Overview - The domestic commodity futures market experienced widespread gains on February 4, with notable increases in various sectors, including silver rising over 11% and gold over 7% [1][2] - The China Securities Commodity Futures Price Index closed at 1720.81 points, up 64.04 points or 3.87% from the previous trading day [1] Group 2: Precious Metals - Precious metals and non-ferrous metals are seeing a resurgence, with silver and gold leading the recovery as market panic subsides [2] - The rise in precious metals is supported by ongoing buying interest and geopolitical tensions, particularly regarding Iran, despite the risks of misjudgment and military conflict [2] Group 3: Tin Market - Tin futures surged due to concerns over supply stability following an earthquake in Myanmar, a major tin-producing country [3] - The supply issues are critical, as Myanmar's core production area contributes 90% of the country's tin output, and current production is constrained by tight supply [3] Group 4: Other Commodities - The polysilicon futures continued to rise, recording a 4.25% increase driven by favorable supply and demand dynamics [3] - The energy and chemical sectors also strengthened, with high and low sulfur fuel oil contracts rising over 3% and other commodities like SC crude oil and styrene increasing by over 2% [3] Group 5: Weakness in Soybean Meal - Soybean meal and rapeseed meal continued to decline, with respective decreases of 0.88% and 0.48%, marking the fourth consecutive day of losses [4] - The market is under pressure from expectations of abundant soybean harvests in Brazil, which may exacerbate the supply-demand imbalance [4] Group 6: Caustic Soda Market - Caustic soda saw a slight rebound during the day but ultimately closed down 0.75% due to weak fundamentals [5] - The market remains pressured by high inventory levels and weak demand, particularly from the alumina sector, which has seen a drop in operating rates [5]