Core Viewpoint - Domestic commodity futures opened with mixed results, with caustic soda rising over 2% and styrene increasing by more than 1%, while coking coal and eggs fell by more than 1% [1] Group 1 - Caustic soda experienced a price increase of over 2% [1] - Styrene saw a price rise exceeding 1% [1] - Coking coal and eggs both recorded a decline of more than 1% [1]

Group 1 - Domestic commodity futures closed mixed on August 21, with industrial silicon and caustic soda rising over 3% [1] - P-Xylene, short fiber, PTA, and bottle flakes increased by more than 2% [1] - BR rubber, crude oil, liquefied gas, and polysilicon rose by over 1% [1] Group 2 - On the downside, container shipping on the European route and eggs fell by more than 2% [1] - Coking coal, urea, rapeseed meal, and soda ash decreased by over 1% [1]

转自：证券时报 人民财讯8月21日电，国内商品期货开盘多数上涨，烧碱涨超3%，多晶硅涨超2%，铁矿石、氧化铝涨 超1%。 ...

【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不 对所包含内容的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担 | 序号 | 合约名称 | 昌新 | 现手 | 买价 | 菜价 | NHBB T | 双盘 | 英语 | 成级学 | 洲 | 持合重 | 日増仓 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 烧碱2601 M | 2693 | चे | 2692 | 2693 | 3.58% | 87 | 13 | 291536 | 93 | 97345 | 18551 | | 2 | 多用硅2511 M | 52200 | 261 | 52180 | 52200 | 2.59% | 18 | 119 | 261 | 1320 | 150029 | -57 | | 3 | BR検胶2510 M | 11790 | 41 | 11785 | 11790 | 2.03% | 4 | 260 | 46915 | 235 | ...

新华财经北京8月19日电 8月19日，尿素涨超3%，对二甲苯、菜粕涨超1%；硅铁、猛硅跌超3%，纯碱、氧化铝、烧碱、鸡蛋跌超2%，焦煤、纸浆、玻璃、 碳酸锂、玉米淀粉、螺纹钢、PVC、工业硅、不锈钢等跌超1%。 截至下午收盘时，追踪国内商品市场的中证商品期货价格指数收报1433.7点，较前一交易日下跌5.42点，跌幅0.38%；中证商品期货指数收报1980.43点，较 前一交易日下跌7.5点，跌幅0.38%。 尿素午后快速拉升涨超3% 对二甲苯连续三日收涨 8月19日，在外媒有关化肥出口报道的影响下，尿素主力合约午后快速走高，收盘以3.53%的涨幅领涨国内商品市场。而就基本面来看，国投期货表示，当 前农业需求淡季，复合肥开工持续提升，但需求推进有限，且秋季肥生产多以高磷肥为主，整体对尿素行情的提振一般，生产企业持续累库。出口离港与集 港并存，港口库存小幅减少。尿素短期供需面宽松，行情受市场情绪及出口消息影响较大。 对二甲苯主力合约连续第三个交易日上涨，收涨1.07%。地缘局势对隔夜市场油价的推动为聚酯链化工原料提供了一定支撑。供需方面，PX负荷提升至 84.3%，环比增加2.3%。金陵石化重启，福佳大化检修推 ...

Group 1: Industry Investment Rating - There is no information about the industry investment rating in the provided content. Group 2: Core View - The report suggests that due to supply disruptions and positive demand, the upward - trending and volatile situation of lithium carbonate may continue [1] Group 3: Summary of Related Catalogs 1. Fundamental Tracking - **Futures Contracts**: For the 2509 contract, the closing price is 89,300, the volume is 50,353, and the open interest is 81,117. For the 2511 contract, the closing price is 89,240, the volume is 1,036,328, and the open interest is 421,106 [1] - **Warehouse Receipts**: The warehouse receipt volume is 23,555 hands [1] - **Basis**: The basis between spot and 2509 is - 4,700, between spot and 2511 is - 4,640, between 2509 and 2511 is 60, between electric carbon and industrial carbon is 2,300, and between spot and CIF is 14,962 [1] - **Raw Materials**: The price of spodumene concentrate (6%, CIF China) is 978, and the price of lithium mica (2.0% - 2.5%) is 2,185 [1] - **Lithium Salts**: The price of battery - grade lithium carbonate is 84,600, industrial - grade lithium carbonate is 82,300, battery - grade lithium hydroxide (micropowder) is 81,710, etc [1] - **Related Products for Consumption**: The price of ternary material 523 (polycrystalline/consumer - type) is 114,230, ternary material 622 (polycrystalline/consumer - type) is 117,590, etc [1] 2. Macro and Industry News - The SMM battery - grade lithium carbonate index price is 84,794 yuan/ton, with a daily increase of 2,069 yuan/ton. The average price of battery - grade lithium carbonate is 84,600 yuan/ton, and that of industrial - grade lithium carbonate is 82,300 yuan/ton, both increasing by 1,900 yuan/ton compared to the previous workday [2] - India plans to reduce the goods and services tax for entry - level two - wheelers, small cars, and hybrid passenger cars before October [2] 3. Trend Intensity - The trend intensity of lithium carbonate is 1, indicating a relatively strong trend [3]

Report Industry Investment Rating No relevant content provided. Core View of the Report - Both Shanghai rubber (RU) and synthetic rubber (BR) are expected to run strongly, with an intraday view of being strongly volatile and a medium - term view of being volatile [1][5][7] Summary by Relevant Catalogs Shanghai Rubber (RU) - **Short - term, Medium - term and Intraday Views**: Short - term: volatile; Medium - term: volatile; Intraday: strongly volatile, with a reference view of running strongly [1][5] - **Core Logic**: As the previous macro - driving force weakens, the rubber market returns to a market dominated by a weak supply - demand structure. The Southeast Asian rubber - producing areas are in the peak tapping season, and domestic production areas are also releasing new rubber output, resulting in high supply pressure. However, the domestic heavy - truck sales data and new - car production and sales data for August are better than expected, showing a significant year - on - year increase. With the rubber market entering a stage of divergence between bulls and bears, the night session of the Shanghai rubber futures 2601 contract on Friday maintained a volatile and stable trend, with the futures price up 0.25% to 15,820 yuan/ton. It is expected that the Shanghai rubber futures 2601 contract may maintain a strongly volatile trend on Monday [5] Synthetic Rubber (BR) - **Short - term, Medium - term and Intraday Views**: Short - term: volatile; Medium - term: volatile; Intraday: strongly volatile, with a reference view of running strongly [1][7] - **Core Logic**: As the previous macro - driving force weakens, the synthetic rubber market returns to a market dominated by a weak supply - demand structure. The operating load of domestic synthetic rubber plants is stable, and supply pressure remains. The domestic heavy - truck sales data and new - car production and sales data for August are better than expected, showing a significant year - on - year increase. With the synthetic rubber market entering a stage of divergence between bulls and bears, the night session of the domestic synthetic rubber futures 2510 contract on Friday maintained a volatile and stable trend, with the futures price up 0.77% to 11,800 yuan/ton. It is expected that the domestic synthetic rubber futures 2510 contract may maintain a strongly volatile trend on Monday [7]

Group 1: Report Industry Investment Rating - No information provided Group 2: Report's Core View - Both Shanghai rubber futures 2601 contract and synthetic rubber futures 2510 contract are expected to run strongly with a short - term and intraday view of oscillating strongly and a medium - term view of oscillating [1][5][7] Group 3: Summary by Related Catalogs Shanghai Rubber (RU) - **Market Situation**: With the weakening of the previous macro - driving force, the rubber market has returned to a market dominated by a weak supply - demand structure. The supply pressure is high as Southeast Asian and domestic rubber - producing areas are in the peak cutting season. However, the August domestic heavy - truck sales data and new - car production and sales data released recently are better than market expectations, showing a significant year - on - year increase. On Wednesday night, the 2601 contract of domestic Shanghai rubber futures maintained an oscillating and stable trend, with the futures price slightly rising 0.06% to 15,875 yuan/ton. It is expected to maintain an oscillating and strong trend on Thursday [5] Synthetic Rubber (BR) - **Market Situation**: With the weakening of the previous macro - driving force, synthetic rubber has returned to a market dominated by a weak supply - demand structure. The domestic synthetic rubber plant load is stable, and the supply pressure remains. But the August domestic heavy - truck sales data and new - car production and sales data are better than expected, showing a significant year - on - year increase. On Wednesday night, the 2510 contract of domestic synthetic rubber futures maintained an oscillating and stable trend, with the futures price slightly falling 0.34% to 11,815 yuan/ton. It is expected to maintain an oscillating and strong trend on Thursday [7]

1. Report Industry Investment Rating - No relevant content provided 2. Core View of the Report - The report predicts that the price of thermal coal will continue to strengthen this summer due to the resonance of multiple positive factors, including the peak season and anti - involution policy disturbances [4]. 3. Summary by Related Catalogs 3.1 Price and Performance - As of August 7, the quotation of 5500K thermal coal at Qinhuangdao Port was 674 yuan/ton, with a week - on - week increase of 22 yuan/ton, and the increase was larger than last week. Since the low point in late June, the ex - warehouse price of 5500K thermal coal at the port has increased by 64 yuan/ton, a rise of 10.5% [4]. 3.2 Supply and Demand - This week, the domestic thermal coal supply ran smoothly. The peak season of thermal coal demand performed well. The capacity utilization rate of non - power cement clinker was significantly higher than the same period last year. The anti - involution rectification work in the coal industry boosted market sentiment. The downstream power plants' demand for replenishing inventory continued to be released, and the enthusiasm of traders for hauling was high [4]. 3.3 Inventory - As of August 7, the total inventory of thermal coal at 9 ports in the Bohai Rim was 2.4819 billion tons, basically flat week - on - week and 22,400 tons lower than the same period last year. Since this summer, the coal inventory at northern ports has decreased by 834,400 tons from the inventory peak in May, and the inventory in the intermediate link has been effectively reduced, supporting the coal price to stop falling and rebound [4].

Group 1 - Domestic commodity futures closed mixed on August 13, with notable increases in certain agricultural products [1] - Canola oil rose over 3%, while soybean meal, soybean oil, and canola meal increased by more than 2% [1] - Other commodities such as soybean one, soybean oil, silver, cotton, palm oil, and white sugar saw gains exceeding 1% [1] Group 2 - On the downside, the shipping index for Europe fell by over 5% [1] - Industrial silicon and coking coal dropped more than 3% [1] - Coking coal, polysilicon, and other commodities like logs, glass, fuel oil, and live pigs experienced declines exceeding 1% [1]