铂钯数据日报-20260401

Group 1: Price Information - Platinum futures main contract closing price was 493.1 yuan/g, down 0.88% from the previous value; spot platinum (99.95%) was 485 yuan/g, up 0.21%; platinum basis (spot - futures) was -8.1 yuan/g, down 40.00% [4] - Palladium futures main contract closing price was 361.4 yuan/g, up 1.15%; spot palladium (99.95%) was 356.5 yuan/g, up 0.71%; palladium basis (spot - futures) was -4.9 yuan/g, up 48.48% [4] - London spot platinum was $1919/ounce, down 0.10%; London spot palladium was $1439.07/ounce, up 1.37% [4] - NYMEX platinum was $1918.4, up 0.11%; NYMEX palladium was $1438, up 1.45% [4] - Dollar/CNY central parity rate was 6.9194, down 0.04% [4] - The difference between domestic platinum and London platinum was 10.69 yuan/g, down 25.78%; the difference between domestic platinum and NYMEX platinum was 10.84 yuan/g, down 30.46% [4] - The difference between domestic palladium and London palladium was -0.36 yuan/g, down 222.89%; the difference between domestic palladium and NYMEX palladium was -0.09 yuan/g, down 111.08% [5] - The ratio of Guangzhou Futures Exchange platinum to palladium was 1.3644, down 0.0280; the ratio of London spot platinum to palladium was 1.3335, down 0.0197 [5] Group 2: Inventory and Position Information - NYMEX platinum inventory was 541,249 ounces, down 2.34%; NYMEX palladium inventory was 247,765 ounces, down 0.24% [5] - NYMEX total position of platinum was 61,473, down 8.65%; non - commercial net long position of platinum was 16,898, down 4.14% [5] - NYMEX total position of palladium was 15,556, down 3.13%; non - commercial net long position of palladium was -185, up 571.35% [5] Group 3: Core Viewpoint - On March 31, platinum and palladium prices showed a volatile trend. PT2606 rose 0.16% to 493.10 yuan/g, PD2606 rose 0.89% to 361.40 yuan/g [6] - Fed officials' dovish signals and geopolitical factors affected platinum and palladium prices. It is expected that platinum and palladium will likely maintain a range - bound trend in the short term. After the geopolitical situation in the Middle East becomes relatively clear, consider going long on platinum unilaterally at low prices or continue to hold the [long platinum, short palladium] strategy [6]