观点与策略：国泰君安期货商品研究晨报-绿色金融与新能源-20260324

Report Overview - The report is a commodity research morning report by Guotai Junan Futures, focusing on green finance and new energy futures, including nickel, stainless steel, lithium carbonate, industrial silicon, and polysilicon [1][2] Group 1: Stainless Steel Core View - Overseas macro factors exert downward pressure, while current costs provide support [2][5] Key Points - Fundamental Data: The closing price of the stainless - steel main contract was 14,035, down 30 from the previous day. The trading volume was 232,842, down 93,283 from the previous day [5] - Macro and Industry News: Indonesia plans to revise the benchmark price formula for nickel ore products, and a Swiss company plans to restart its nickel mine in Guatemala. There are also production quota adjustments and various incidents in the nickel industry [5][6][8] Group 2: Lithium Carbonate Core View - Attention should be paid to the bottom support [13] Key Points - Fundamental Data: The closing price of the 2605 contract was 149,040, up 5,180 from the previous day. The trading volume was 228,178, down 30,098 from the previous day [15] - Macro and Industry News: Rongjie Co., Ltd. established a subsidiary to engage in lithium - ion battery anode material business, and Tianjin Lishen Battery applied for a patent related to solid - state electrolytes [16][17] Group 3: Industrial Silicon and Polysilicon Core View - For industrial silicon, attention should be paid to inventory changes; polysilicon is in bottom - range oscillation [18][19] Key Points - Fundamental Data: The closing price of the Si2605 contract was 8,575 yuan/ton, up 120 from the previous day. The industrial silicon - social inventory (including warehouse receipt inventory) was 55.3 million tons. The closing price of the PS2605 contract was 35,435 yuan/ton, down 2,330 from the previous day [19] - Macro and Industry News: Tongwei signed a 1GW component cooperation agreement with a Polish distributor, which will deepen its layout in the European market [20]