铂钯数据日报-20260302

Group 1: Report Industry Investment Rating - There is no information about the report industry investment rating in the provided text. Group 2: Core Viewpoints of the Report - On February 27, platinum and palladium prices rose significantly. The PT2606 contract closed up 5.34% to 62.75 yuan/gram, and the PD2606 contract closed up 2.77% to 46.85 yuan/gram [6]. - Due to the sudden escalation of the geopolitical situation in the Middle East over the weekend, the US and Israel launched an air - strike on Iran on February 28, and Iran counter - attacked. The short - term risk - aversion sentiment will support platinum and palladium prices [6]. - Fundamentally, platinum is in a supply deficit, with tight spot supply. Concerns about Zimbabwe's possible ban on mineral exports spreading to platinum and palladium have boosted market sentiment and driven prices up. However, Trump's new tariff policy exemption for key minerals may limit the upside space of platinum and palladium from the perspective of inventory flow [6]. - In the short term, platinum and palladium are expected to maintain a relatively strong trend but with high volatility. It is recommended that investors mainly buy on dips [6]. Group 3: Summary by Relevant Catalogs Domestic Prices - Platinum futures main contract closing price: 623.75 yuan/gram, up 5.81% from the previous value [4]. - Platinum (99.95%) spot price: 609 yuan/gram, up 3.66% from the previous value [4]. - Platinum basis (spot - futures): - 14.75 yuan/gram, up 637.50% from the previous value [4]. - Lithium futures main contract closing price: 464.85 yuan/gram, up 4.10% from the previous value [4]. - Lithium (99.95%) spot price: 455 yuan/gram, up 2.59% from the previous value [4]. - Lithium basis (spot - futures): - 9.85 yuan/gram, up 222.95% from the previous value [4]. International Prices - London spot platinum price (15:00): 2397.087 US dollars/ounce, up 3.95% from the previous value [4]. - London spot palladium price (15:00): 1839 US dollars/ounce, up 2.42% from the previous value [4]. - NYMEX platinum price: 2410.6 US dollars/ounce, up 4.39% from the previous value [4]. - NYMEX palladium price: 1870 US dollars/ounce, up 1.27% from the previous value [4]. Internal - External 15 - Point Data - US dollar/Chinese yuan central parity rate: 6.9228, with a 0.00% change from the previous value [4]. - Spread between Guangzhou platinum and London platinum: 20.86 yuan/gram, up 119.45% from the previous value [4]. - Spread between Guangzhou platinum and NYMEX platinum: 17.47 yuan/gram, up 100.32% from the previous value [4]. - Spread between Guangzhou lithium and London palladium: 2.33 yuan/gram, down 146.08% from the previous value [5]. - Spread between Guangzhou lithium and NYMEX palladium: - 5.47 yuan/gram, down 69.38% from the previous value [5]. Price Ratios - Guangzhou Futures Exchange platinum/palladium price ratio: 1.3418, an increase of 0.0217 from the previous value [5]. - London spot platinum/palladium price ratio: 1.3035, an increase of 0.0192 from the previous value [5]. Inventory - NYMEX platinum inventory (troy ounces): 186,269, with a 0.00% change from the previous value [5]. - NYMEX palladium inventory (troy ounces): 578,195, with a 0.00% change from the previous value [5]. Position - NYMEX total platinum position: 72,351, up 4.42% from the previous value [5]. - NYMEX non - commercial net long position of platinum: 13,240, up 7.23% from the previous value [5]. - NYMEX total palladium position: 16,789, down 2.18% from the previous value [5]. - NYMEX non - commercial net long position of palladium: 492, up 34.96% from the previous value [5].