铂金价格近期不断上涨，单月上涨超过60元/克，涨幅接近30%。记者近日实地探访了深圳水贝贵金属 交易市场，从商家处了解到，目前水贝市场的铂金板料十分紧缺，拿货需要支付每克10元左右的溢价。 （一财） ...

随着内存三大原厂宣布退出 DDR4 市场， DDR4 价格狂涨，甚至超过 DDR5 ，近日市场神秘买盘 大举出手扫货，象征 OEM ／ ODM 厂正全力巩固 DDR4 货源，最新 DDR4 DRAM 现货价包括 8Gb 、 16Gb 等规格单日都暴涨近 8% ，涨幅令业界瞠目结舌，本季以来报价已翻涨一倍以上， 不仅跨过 DRAM 厂损益平衡点，更达到让业者暴赚的水平。 DDR4 现货价一天暴涨近 8% 由于三星、美光等大厂锁定 DDR5 、高带宽内存（ HBM ）等高阶 DRAM 市场，将陆续停供 DDR4 ，使得近期 DDR4 现货价惊惊涨，但单日涨幅多约在 2% 以内。 根据往例， DRAM 现货价一天要涨 5% 以上就是会让市场疯狂抢货，如今 DDR4 不仅报价比更高 规的 DDR5 报价更高，呈现「价格倒挂」，现货价甚至一天大涨近 8% ，业界人士直言：「至少 十年没看过现货价单日涨幅这么大。」 根据研调机构集邦科技（ TrendForce ）旗下 DRAM 专业报价网站 DRAMeXchange 最新报价， 上周五（ 13 日）晚间 DDR4 现货价全面暴涨， DDR4 8Gb （ 1Gx8 ） 3 ...

当前正值传统农需旺季，全国大部分地区水稻、玉米等作 物的追肥旺季，多数企业新单成交尚可，尿素企业订单天数 小幅增加。与此同时，下游工业需求减弱，复合肥、三聚氰 胺等行业开工率环比走低。尿素产量持续处于高位，目未来 检修计划较少，供应端压力较大，市场呈现供大于求格局， 导致厂内库存处于高位。在出口方面，尿素通过法检后有序 发往港口，港口库存因此呈现小幅增加趋势。 短期来看，市场情绪预计仍受以色列伊朗事件影响，尿素 报价继续走高，建议谨慎对待，关注尿素出口情况。 华泰期货 化工组 热点解读:尿素上涨点评 ◆ 2025年06月17日 15:00 今日尿素期货盘面大幅上涨，其中主力合约UR2509收盘 价涨幅3.99%。 尿素盘面延续昨日的市场走势，市场情绪向好，价格持续 上涨。以色列继续袭击伊朗并导致军事冲突升级,今日已宣 布打死伊朗最高军事指挥官，同时伊朗继续对以色列进行大 规模导弹打击,国际油气价格震荡偏强运行,持续从成本端 带动国际市场尿素价格偏强运行，国内多数尿素企业报价有 不同程度的上调。 风险提示: 地缘政治事件、尿素出口情况、下游需求情况 安泰期货化工组 梁宗泰 F3056198 Z0015616 - ...

Core Viewpoint - The DDR4 spot prices have surged significantly, with a notable increase of over 20% in just three trading days, driven by strong demand and supply constraints in the market [1][2]. Group 1: Price Movements - On June 17, the DDR4 16Gb (1G×16) 3200 spot price rose by 6.32%, while the DDR4 4Gb (512M×16) saw an increase of 8.77% [1]. - In the past two trading days, the DDR4 16Gb and 8Gb prices increased by 12.8% and 16.13%, respectively, compared to the previous week [2]. - The cumulative increase in DDR4 spot prices over the last three trading days has reached approximately 20% [1]. Group 2: Market Dynamics - The DRAM market typically exhibits a "buy high, sell low" behavior, leading to heightened buying activity as major manufacturers exit DDR4 production [1]. - The phenomenon of "hoarding" has become prevalent in the market due to urgent customer demand, exacerbating the tightness in the spot market [2]. - Although there is still some inventory available, the panic buying is making inventory management increasingly challenging for manufacturers [2].

布伦特原油突破74美元/桶，日内涨2.54%。 布伦特原油 ...

Core Viewpoint - Silver prices have surged significantly in June, reaching a nearly 14-year high, driven by industrial demand and safe-haven sentiment [1][2]. Group 1: Price Movement and Market Dynamics - International silver prices rose from approximately $33 per ounce to over $37 per ounce, peaking at $37.24 per ounce on June 17 [1]. - Analysts attribute the price increase to a combination of strong investment demand, widening supply-demand gaps, and expectations of interest rate cuts by the Federal Reserve [1][2]. - The gold-silver ratio has increased from 80 to 105, indicating a relative undervaluation of silver, which has attracted investment [2]. Group 2: Industrial Demand and Supply Factors - Industrial demand for silver has reached a historical high of 59% of total demand, indicating its growing importance over its monetary attributes [3]. - The World Silver Association forecasts a global silver demand of 36,700 tons in 2024, with a supply of only 31,700 tons, resulting in a supply gap of 5,000 tons [3]. - The photovoltaic sector has become a significant growth driver for silver demand, with its consumption increasing from 2,330 tons in 2019 to 6,147 tons in 2024, contributing 78% of the total demand increase [4]. Group 3: Future Price Projections - Multiple institutions predict that silver prices will continue to rise, with estimates suggesting prices could reach $38 per ounce by the fourth quarter of 2025 [5][6]. - The anticipated growth in photovoltaic installations is expected to further stimulate silver demand, alongside the potential for interest rate cuts by the Federal Reserve [6]. - Despite the positive outlook, some analysts caution that global economic downturn risks could lead to significant price corrections [7].

Core Viewpoint - The recent surge in DDR4 prices is attributed to a supply-demand imbalance caused by major international manufacturers reducing or halting DDR4 production while demand remains strong, creating a market vacuum for DDR4 products [1][2]. Group 1: Price Trends and Market Dynamics - DDR4 prices have seen significant increases, with 8GB and 16GB DDR4 modules experiencing daily price hikes of nearly 8%, which is considered rare [1]. - The contract prices for DDR4 modules in the second quarter are expected to rise by 13% to 18% for personal computers, and by 18% to 23% for servers, indicating a substantial upward revision from previous estimates [1]. Group 2: Demand Drivers - DDR4 remains a focal point of demand due to its compatibility with various applications, particularly in industrial control systems and automotive electronics, where DDR5's capacity is excessive and DDR3 is insufficient [2]. - Despite being in the later stages of its product lifecycle, DDR4 continues to play a crucial role in many sectors, suggesting its relevance will persist for several more years [2]. Group 3: Company Opportunities - Companies like 澜起科技 and 江波龙 are positioned to capitalize on the market gap created by the exit of overseas competitors, with both firms having capabilities to produce DDR4-related products [3]. - 东芯股份 is expanding its production capacity and client engagement across DDR3, DDR4, and low-power product lines, aiming to capture more market share [3]. - 澜起科技 is a leader in memory interface chips and is expected to see DDR5 chip shipments surpass those of DDR4 by 2024, benefiting from trends in AI and the memory interface industry's evolution [3].

Group 1 - The platinum market has experienced a significant surge, with prices increasing by 31% over four weeks since mid-May [1] - Many jewelry stores are adjusting their sales strategies, expanding platinum displays and increasing inventory due to rising consumer interest [1][3] - Platinum is now being promoted as a more affordable alternative to gold, with its price being approximately 40% of gold's price, leading to a shift in consumer purchasing behavior [3] Group 2 - The global platinum market has faced a supply shortage for three consecutive years, with a reported shortfall of 25 tons in the first quarter of 2025, marking the largest seasonal deficit in six years [5][6] - The price of platinum reached a nearly ten-year high of $1285.58 per ounce on June 11, driven by supply-demand dynamics and strong investment sentiment [5][6] - Despite the current market enthusiasm, some institutions express caution regarding the sustainability of price increases, citing potential risks from hydrogen technology commercialization and recovery in South African mining [6]

Core Viewpoint - European natural gas benchmark futures prices rose by 2.7% as traders prepared for potential escalation of conflict between Israel and Iran, alongside global energy supply risks [1] Group 1: Market Dynamics - Despite currently sufficient supply in Europe, the region's high dependence on global liquefied natural gas flows makes prices susceptible to significant fluctuations due to geopolitical risks affecting international energy trade [1] - Europe will require more natural gas in the coming months to replenish inventories, as current winter stock levels have dropped to a three-year low [1]

小麦期货上涨0.5%，至每蒲式耳5.5475美元。 ...