铂钯数据日报-20260120

Report Industry Investment Rating - Not provided in the given content Core Viewpoints - Short - term, platinum and palladium are expected to fluctuate in a wide range. It is recommended to pay attention to the changes in New York inventory. In the long - term, considering the supply - demand gap of platinum and the loosening supply of palladium, the strategy can be to allocate platinum at low prices or choose the [long platinum, short palladium] arbitrage strategy [6] Summary by Relevant Content Domestic Prices (Yuan/Gram) - Platinum futures main contract closing price: The current value is 615.1, the previous value is 610.05, with a rise of 0.83% [4] - Spot platinum (99.95%): The current value is 608, the previous value is 603, with a rise of 0.83% [4] - Platinum basis (spot - futures): The current value is - 7.1, the previous value is - 7.05, with a rise of 0.71% [4] - Lithium futures main contract closing price: The current value is 477.95, the previous value is 469.35, with a rise of 1.83% [4] - Spot lithium (99.95%): The current value is 458, the previous value is 448.5, with a rise of 2.12% [4] - Lithium basis (spot - futures): The current value is - 19.95, the previous value is - 20.85, with a fall of 4.32% [4] International Prices (15:00, US dollars/Ounce) - London spot platinum: The current value is 2350.4, the previous value is 2338.8, with a rise of 0.50% [4] - London spot lithium gold: The current value is 1797.455, the previous value is 1747.624, with a rise of 2.85% [4] - NYMEX platinum: The current value is 2362, the previous value is 2336, with a rise of 1.11% [4] - NYMEX lithium: The current value is 1847.5, the previous value is 1795, with a rise of 2.92% [4] Internal - External 15:00 Spread (Yuan/Gram) - Guangdong platinum - London platinum: The current value is 16.93, the previous value is 14.60, with a rise of 15.94% [4] - Guangdong platinum - NYMEX platinum: The current value is 13.98, the previous value is 15.31, with a fall of 8.74% [4] - Guangdong lithium - London lithium: The current value is 20.50, the previous value is 24.41, with a fall of 16.02% [5] - Guangdong lithium - NYMEX lithium: The current value is 7.77, the previous value is 12.35, with a fall of 37.12% [5] Price Ratios - Guangzhou Futures Exchange platinum/palladium ratio: The current value is 1.2870, the previous value is 1.2998, with a decrease of 0.0128 [5] - London spot platinum/palladium ratio: The current value is 1.3076, the previous value is 1.3383, with a decrease of 0.0306 [5] Inventory (Troy Ounces) - NYMEX platinum inventory: The current value is 664393, the previous value is 664293, with a rise of 0.01% [5] - NYMEX palladium inventory: The current value is 207020, the previous value is 210908, with a fall of 1.84% [5] Positions - NYMEX total platinum position: The current value is 78337, the previous value is 79050, with a fall of 0.90% [5] - NYMEX non - commercial net long platinum position: The current value is 17594, the previous value is 18110, with a fall of 2.85% [5] - NYMEX total palladium position: The current value is 19483, the previous value is 19349, with a rise of 0.69% [5] - NYMEX non - commercial net long palladium position: The current value is 579, the previous value is 1225, with a rise of 111.57% [5]