2025年04月17日 国泰君安期货商品研究晨报-贵金属及基本金属 观点与策略 | 黄金：试探前高 | 2 | | --- | --- | | 白银：企稳反弹 | 2 | | 铜：库存增加，价格回升受限 | 4 | | 铝：震荡偏强 | 6 | | 氧化铝：价格承压 | 6 | | 锌：短期承压 | 8 | | 铅：区间震荡 | 9 | | 镍：基本面短线支撑，镍价坚挺运行 | 10 | | 不锈钢：成本或底部支撑，负反馈预期施压 | 10 | | 锡：小幅修复 | 12 | | 工业硅：盘面考验成本支撑 | 14 | | 多晶硅：交割资源或受限，关注市场情绪变化 | 14 | | 碳酸锂：月差走强，震荡走势延续 | 16 | 国 泰 君 安 期 货 研 究 所 请务必阅读正文之后的免责条款部分 1 期货研究 商 品 研 究 商 品 研 究 | | | 昨日收盘价 | 日涨幅 | 昨日夜盘收盘价 | 夜盘涨幅 | | --- | --- | --- | --- | --- | --- | | | 沪金2504 | 781.60 | 2.24% | 792.56 | 2.62% | | | 黄金T+D | 78 ...

Group 1 - Ganneng Co., Ltd. plans to sell approximately 420,000 tons of carbon emission quotas through the national carbon trading system, with the transaction price determined by market trends [1] - The funds raised from this sale will be used for the company's main business operations and future development, reflecting the company's ability to flexibly utilize carbon assets [1] - This transaction does not involve related party transactions, does not constitute a major asset restructuring, and does not require shareholder meeting approval [1] Group 2 - The China Photovoltaic Industry Association held a closed-door meeting to prevent "involution" and vicious competition in the photovoltaic inverter and energy storage industries, with participation from over 20 leading companies [2] - The meeting aimed to promote self-regulation and improvement within the industry, highlighting the intention to guide rational competition and avoid negative cycles amid fluctuating market prices [2] - The initiative does not address pricing, quotas, or guarantees, indicating a focus on fostering a healthier and more orderly development phase for the industry [2] Group 3 - Qianyuan Power announced that its controlling shareholder, China Huadian Corporation, plans to increase its stake in the company by no less than 0.85% and no more than 1.70% of the total share capital within six months [3] - The increase will be executed through the Shenzhen Stock Exchange via centralized bidding or block trading, with a commitment not to reduce holdings during the increase period [3] - This move is expected to enhance the stability of the company's stock price and boost market confidence, reflecting the controlling shareholder's commitment to the company's long-term development [3]