铂钯数据日报-20260331

Group 1: Report Industry Investment Rating - No relevant information provided Group 2: Report's Core View - On March 30, platinum and palladium prices opened low and closed high, showing a strong and volatile trend. PT2606 rose 2.66% to 497.50 yuan/gram, and PD2606 rose 0.61% to 357.30 yuan/gram [6]. - With the market's increasing concern about the inflation risk caused by high oil prices, the U.S. stock market fell, and the U.S. Treasury yield dropped from its high, supporting platinum and palladium prices. However, the tense situation between the U.S. and Iran, high geopolitical uncertainties, and high oil prices and the U.S. dollar index may limit the upside space of platinum and palladium [6]. - Eskom, South Africa's national power company, will raise electricity prices starting from April 1, which is expected to increase the energy costs in the mining and smelting of platinum and palladium. The supply elasticity at the mineral end may further tighten, providing medium - to long - term support for platinum and palladium prices [6]. - It is expected that platinum and palladium will likely maintain a range - bound and volatile trend in the short term. After the Middle East geopolitical situation becomes relatively clear, investors can consider going long on platinum unilaterally at low prices or continue to hold the [long platinum, short palladium] strategy [6]. Group 3: Summary by Relevant Catalogs Domestic Prices (Yuan/gram) - Platinum futures main contract closing price: The current value is 497.5, the previous value is 493.05, with a daily increase of 0.90% [4]. - Spot platinum (99.95%): The current value is 484, the previous value is 475, with a daily increase of 1.89% [4]. - Platinum basis (spot - futures): The current value is - 13.5, the previous value is - 18.05, with a daily change of - 25.21% [4]. - Lithium futures main contract closing price: The current value is 357.3, the previous value is 358.2, with a daily decrease of 0.25% [4]. - Spot lithium (99.95%): The current value is 354, the previous value is 348.5, with a daily increase of 1.58% [4]. - Lithium basis (spot - futures): The current value is - 3.3, the previous value is - 9.7, with a daily change of - 65.98% [4]. International Prices (15:00, USD/ounce) - London spot platinum: The current value is 1920.923, the previous value is 1892.8, with a daily increase of 1.49% [4]. - London spot palladium: The current value is 1419.574, the previous value is 1401.427, with a daily increase of 1.29% [4]. - NYMEX platinum: The current value is 1916.2, the previous value is 1894.5, with a daily increase of 1.15% [4]. - NYMEX palladium: The current value is 1417.5, the previous value is 1406.5, with a daily increase of 0.78% [4]. Internal - External 15:00 Spread (Yuan/gram) - USD/CNY central parity rate: The current value is 6.9223, the previous value is 6.9141, with a daily increase of 0.12% [4]. - Guangzhou platinum - London platinum: The current value is 14.41, the previous value is 17.59, with a daily change of - 18.11% [4]. - Guangzhou platinum - NYMEX platinum: The current value is 15.60, the previous value is 17.17, with a daily change of - 9.15% [4]. Other Spreads and Ratios - Guangzhou lithium - London aluminum: The current value is 0.29, the previous value is 6.17, with a daily change of - 95.27% [5]. - Guangzhou lithium - NYMEX lithium: The current value is 0.81, the previous value is 4.90, with a daily change of - 83.39% [5]. - Guangzhou Futures Exchange platinum/lithium ratio: The current value is 1.3924, the previous value is 1.3765, with an increase of 0.0159 [5]. - London spot platinum/lithium ratio: The current value is 1.3506, the previous value is 1.3532, with a decrease of 0.0025 [5]. Inventory (Troy Ounces) - NYMEX platinum inventory: The current value is 554,241, the previous value is 558,768, with a daily decrease of 0.81% [5]. - NYMEX palladium inventory: The current value is 248,374, the previous value is 248,374, with a daily change of 0.00% [5]. Position - NYMEX total platinum position: The current value is 61,473, the previous value is 67,292, with a daily decrease of 8.65% [5]. - NYMEX non - commercial net long platinum position: The current value is 16,898, the previous value is 16,198, with a daily increase of 4.14% [5]. - NYMEX total palladium position: The current value is 15,556, the previous value is 15,069, with a daily increase of 3.13% [5]. - NYMEX non - commercial net long palladium position: The current value is - 185, the previous value is - 1242, with a daily increase of 571.35% [5].