政策利多预期
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商品日报(10月16日):多头情绪驱动多晶硅再涨超3% 集运欧线“一阴止三阳”
Xin Hua Cai Jing· 2025-10-16 11:07
Core Viewpoint - The overall sentiment in the commodity market is warming, with most products closing higher on October 16, driven by policy expectations and market dynamics [1][3]. Group 1: Commodity Performance - Polysilicon continues to rise strongly by 3.48%, leading the commodity market, supported by positive policy expectations [1][3]. - Other commodities such as coking coal, liquefied petroleum gas (LPG), and butadiene rubber also saw gains of over 2% to 3% [1][3]. - The China Commodity Futures Price Index closed at 1479.17 points, up 0.67%, while the China Commodity Futures Index closed at 2041.35 points, up 0.66% [1]. Group 2: Polysilicon Market Dynamics - Despite being in a supply surplus situation, the polysilicon market is buoyed by rumors of upcoming regulatory measures to strengthen photovoltaic capacity control, leading to a bullish sentiment [3]. - The market has experienced a four-day consecutive rise, although recent reports suggest that rumors about a polysilicon storage platform may be unfounded, potentially impacting market sentiment [3]. Group 3: LPG Market Insights - LPG has shown signs of stabilization, with a daily increase of 3.07% on October 16, supported by expectations of rising international CP prices and decreasing domestic inventories [4]. - The inventory of liquefied gas at Chinese ports decreased by 8.95 million tons to 3.1804 million tons, indicating a smooth destocking process [4]. Group 4: Coking Coal and Coke - Coking coal and coke prices rose, with coking coal gaining over 3% and coke over 2%, supported by high iron water production and good spot transaction performance [4]. - However, concerns about steel mill profitability and demand for steel may limit upward momentum in coking coal prices [4]. Group 5: Shipping and Pork Market Trends - The shipping index for Europe fell by 3.64%, leading the market decline, as profit-taking emerged after three days of gains [5]. - The pork market remains under pressure from oversupply, with the new main contract dropping 3.21% and breaking below the 12,000 yuan/ton mark [6]. - Despite some signs of stabilization in pork prices, the overall market sentiment remains weak due to increasing supply and slow capacity reduction [6]. Group 6: Other Commodities - Apple futures saw a decline of nearly 2%, reaching a new low for the month [7].
收评:玻璃涨超6% 焦炭等涨超2%
Xin Lang Qi Huo· 2025-03-24 07:03
光大期货表示,上周以来,受现货成交氛围持续好转影响,玻璃价格触底反弹。上周五夜盘玻璃盘 面价格进一步上涨,日盘继续冲高。 从玻璃基本面来看,近期部分玻璃产线放水、改产,带动玻璃供应水平窄幅下降。截至上周五国内 浮法玻璃在产日熔量15.85万吨,较前一周下降350吨/天。本周行业仍存产线放水冷修计划,预计玻璃 供应仍将有小幅回落。与此同时,玻璃现货成交氛围持续好转,上周玻璃表观消费量提升6.41%至 113.79万吨,多地产销也维持在100%及以上水平。 受此影响,玻璃厂开始去库,截至上周四,玻璃企业库存下降1.13%至6946.0万重箱,成为春节后 首次去库。4月之后玻璃厂仍有望迎来季节性去库周期,支撑厂家挺价心态,在基本面边际回暖的背景 下,短期玻璃价格或延续强势。 收评:玻璃涨超6% 焦炭等涨超2% 午盘收盘,国内期货主力合约涨多跌少。玻璃涨超6%,焦炭、纯碱、聚氯乙烯(PVC)、铁矿石 涨超2%,氧化铝、乙二醇涨超1%;跌幅方面,棕榈油、豆油、纸浆跌超1%,沪锡、菜粕跌近1%。 | C+ 序号 | | 合约名称 | 张幅% | 最新 现手 | | 共价 | 卖价 买量 | 卖量 成交量 | | --- ...