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工业硅、碳酸锂期货品种周报-20260309
Chang Cheng Qi Huo· 2026-03-09 05:55
1. Report Industry Investment Rating - Not provided in the report 2. Core Viewpoints - Industrial silicon futures are currently in a volatile state, and it is recommended to wait and see. The spot price of industrial silicon decreased slightly last week. As of March 6, the price of 421 in Xinjiang was 8,950 yuan/ton, in Yunnan was 9,800 yuan/ton, and in Sichuan was 9,900 yuan/ton. The AI intelligent investment consultation variety diagnosis report of Great Wall Futures shows that the daily line of industrial silicon price is in an upward channel, and the main short - position camp has a slight advantage [8][9]. - Lithium carbonate futures are in a state of significant volatility, and it is recommended to wait and see. The spot price of lithium carbonate decreased last week. As of March 6, the market price of industrial - grade lithium carbonate was 154,800 yuan/ton, and that of battery - grade lithium carbonate was 151,750 yuan/ton. The AI intelligent investment consultation variety diagnosis report of Great Wall Futures shows that the daily line of lithium carbonate futures is in a sideways phase, and the main force has an obvious bearish attitude [34][35]. 3. Summary by Directory Industrial Silicon Futures 3.1 Mid - line Market Analysis - Industrial silicon futures are in a volatile state. The spot price decreased slightly last week. The AI intelligent investment consultation report shows that the daily line is in an upward channel, and the main short - position camp has a slight advantage. It is recommended to wait and see [8][9]. 3.2 Variety Trading Strategy - Last week, the main contract of industrial silicon oscillated in the range of 8,000 - 9,500 yuan/ton. This week, it is expected to oscillate in the same range [12]. 3.3 Relevant Data Situation - As of April 19, 2024, the cathode copper inventory of the Shanghai Futures Exchange was 300,045 tons, an increase of 322 tons from the previous week. Seasonally, the current inventory is at a relatively high level compared to the past five years. The LME copper inventory was 122,125 tons, and the proportion of cancelled warrants was 25.73%. Seasonally, the current inventory is at a relatively low level compared to the past five years [14][18]. Lithium Carbonate Futures 3.1 Mid - line Market Analysis - Lithium carbonate futures are in a state of significant volatility. The spot price decreased last week. The AI intelligent investment consultation report shows that the daily line is in a sideways phase, and the main force has an obvious bearish attitude. It is recommended to wait and see [34][35]. 3.2 Variety Trading Strategy - Last week, the main contract of lithium carbonate oscillated strongly, and it is recommended to wait and see. This week, it is expected to oscillate strongly, and it is still recommended to wait and see [38]. 3.3 Relevant Data Situation - As of April 19, 2024, the electrolytic aluminum inventory of the Shanghai Futures Exchange was 228,537 tons, a decrease of 3,228 tons from the previous week. Seasonally, the current inventory is at a relatively low level compared to the past five years. The LME aluminum inventory was 504,000 tons, and the proportion of cancelled warrants was 66.03%. Seasonally, the current inventory is at a relatively low level compared to the past five years [41][43].
工业硅、碳酸锂期货品种周报-20260302
Chang Cheng Qi Huo· 2026-03-02 01:31
Report Overview - The report focuses on the weekly analysis of industrial silicon and lithium carbonate futures, covering mid - term market analysis, trading strategies, and relevant data [2] Industrial Silicon Futures Mid - term Market Analysis - Industrial silicon futures are currently in a weak and volatile state [7] - As of February 28, the price of 421 industrial silicon was 9050 yuan/ton in Xinjiang, 9900 yuan/ton in Yunnan, and 10000 yuan/ton in Sichuan [7] - The AI intelligent investment consultation report shows that the daily price of industrial silicon is in a sideways phase, and the main long - position camp has a slight advantage [7] - The mid - term strategy suggests a wait - and - see approach [8] Trading Strategy - Last week, the main contract of industrial silicon fluctuated between 8000 - 9500 yuan/ton, and the same range is expected this week [11] Relevant Data - As of April 19, 2024, the cathode copper inventory on the Shanghai Futures Exchange was 300,045 tons, an increase of 322 tons from the previous week, and is at a relatively high level compared to the past five years [13] - As of April 19, 2024, the LME copper inventory was 122,125 tons, with a cancelled warrant ratio of 25.73%, and it is at a relatively low level compared to the past five years [17][19][24] Lithium Carbonate Futures Mid - term Market Analysis - Lithium carbonate futures are in a state of significant volatility [31] - As of February 28, the market price of industrial - grade lithium carbonate was 170,000 yuan/ton, and that of battery - grade lithium carbonate was 173,050 yuan/ton [32] - The AI intelligent investment consultation report shows that the daily line of lithium carbonate futures is basically in an upward channel, and the main players have a clear bullish attitude [32] - The mid - term strategy suggests a wait - and - see approach due to the large price fluctuations [32] Trading Strategy - Last week, the main contract of lithium carbonate showed a strong - side fluctuating trend, and the same is expected this week, with a wait - and - see approach recommended [35] Relevant Data - As of April 19, 2024, the electrolytic aluminum inventory on the Shanghai Futures Exchange was 228,537 tons, a decrease of 3228 tons from the previous week, and is at a relatively low level compared to the past five years [38] - As of April 19, 2024, the LME aluminum inventory was 504,000 tons, with a cancelled warrant ratio of 66.03%, and it is at a relatively low level compared to the past five years [40][45]
工业硅、碳酸锂期货品种周报-20260224
Chang Cheng Qi Huo· 2026-02-24 05:10
1. Report Industry Investment Rating No relevant information provided. 2. Core View of the Report - Industrial silicon futures are currently in a weak and volatile state, with the spot price remaining stable last week. The AI intelligent investment consultation report shows that the daily price is in a sideways phase, and there is no obvious long - short bias among the main forces. It is recommended to wait and see. The main contract is expected to fluctuate between 8,000 - 9,500 yuan/ton [7][8][12]. - Lithium carbonate futures are in a state of significant volatility. The spot price declined slightly last week. The AI intelligent investment consultation report shows that the daily price is basically in an upward channel, and the main forces have an obvious bullish attitude. It is recommended to wait and see, and the main contract is expected to run with a slightly bullish trend [30][31][35]. 3. Summary by Directory Industrial Silicon Futures 3.1 Mid - term Market Analysis - Mid - term trend: Industrial silicon futures are currently in a weak and volatile state [7]. - Trend judgment logic: The spot price of industrial silicon remained stable last week. As of February 13, the price of 421 in Xinjiang was 9,050 yuan/ton, in Yunnan was 9,900 yuan/ton, and in Sichuan was 10,000 yuan/ton. The AI intelligent investment consultation report shows that the daily price is in a sideways phase, and there is no obvious long - short bias among the main forces [7]. - Mid - term strategy: It is recommended to wait and see [8]. 3.2 Variety Trading Strategy - Last week's strategy: Due to the approaching Spring Festival holiday, it was recommended to wait and see to avoid risks during the long holiday [11]. - This week's strategy: The main contract of industrial silicon is expected to fluctuate between 8,000 - 9,500 yuan/ton [12]. 3.3 Relevant Data - As of April 19, 2024, the cathode copper inventory on the Shanghai Futures Exchange was 300,045 tons, an increase of 322 tons from the previous week. From a seasonal perspective, the current inventory is at a relatively high level compared to the past five years [14]. - As of April 19, 2024, the LME copper inventory was 122,125 tons, and the proportion of cancelled warrants was 25.73%. From a seasonal perspective, the current inventory is at a relatively low level compared to the past five years [18][21][23]. Lithium Carbonate Futures 3.1 Mid - term Market Analysis - Mid - term trend: Lithium carbonate futures are in a state of significant volatility [30]. - Trend judgment logic: The spot price of lithium carbonate declined slightly last week. As of February 13, the market price of industrial - grade lithium carbonate was 139,000 yuan/ton, and that of battery - grade lithium carbonate was 142,200 yuan/ton. The AI intelligent investment consultation report shows that the daily price is basically in an upward channel, and the main forces have an obvious bullish attitude [31]. - Mid - term strategy: It is recommended to wait and see [31]. 3.2 Variety Trading Strategy - Last week's strategy: Due to the approaching Spring Festival holiday, it was recommended to wait and see to avoid risks during the long holiday [34]. - This week's strategy: The main contract of lithium carbonate is expected to run with a slightly bullish trend, and it is recommended to wait and see [35]. 3.3 Relevant Data - As of April 19, 2024, the electrolytic aluminum inventory on the Shanghai Futures Exchange was 228,537 tons, a decrease of 3,228 tons from the previous week. From a seasonal perspective, the current inventory is at a relatively low level compared to the past five years [37]. - As of April 19, 2024, the LME aluminum inventory was 504,000 tons, and the proportion of cancelled warrants was 66.03%. From a seasonal perspective, the current inventory is at a relatively low level compared to the past five years [39][44].
工业硅、碳酸锂期货品种周报-20260202
Chang Cheng Qi Huo· 2026-02-02 01:17
Group 1: Report Overview - Report Title: "Industrial Silicon, Lithium Carbonate Futures Weekly Report" [2] - Report Period: February 2 - 6, 2026 [1] Group 2: Industrial Silicon Futures Mid - term Market Analysis - Mid - term Trend: Industrial silicon futures are currently oscillating. As of January 30, the price of 421 industrial silicon was 9050 yuan/ton in Xinjiang, 9900 yuan/ton in Yunnan, and 10000 yuan/ton in Sichuan. The AI intelligent investment consultation report shows the price is in a sideways phase, and the main force has a clear bearish attitude [8]. - Mid - term Strategy: Adopt a wait - and - see approach [9]. Variety Trading Strategy - Last Week's Strategy Review: The main contract of industrial silicon oscillated in the range of 8,000 - 9,500 yuan/ton [12]. - This Week's Strategy Suggestion: The main contract of industrial silicon is expected to oscillate in the range of 8,000 - 9,500 yuan/ton [12]. Relevant Data - As of April 19, 2024, the Shanghai Futures Exchange cathode copper inventory was 300,045 tons, an increase of 322 tons from the previous week. Seasonally, it is at a relatively high level compared to the past five years [14]. - As of April 19, 2024, the LME copper inventory was 122,125 tons, with a cancelled warrant ratio of 25.73%. Seasonally, it is at a relatively low level compared to the past five years [18][21][26] Group 3: Lithium Carbonate Futures Mid - term Market Analysis - Mid - term Trend: Lithium carbonate futures are currently on an upward trend. As of January 30, the market price of industrial - grade lithium carbonate was 156,600 yuan/ton, and that of battery - grade lithium carbonate was 159,500 yuan/ton. The AI intelligent investment consultation report shows the futures are in a strong upward phase, and the main force has a strong bullish sentiment [34][35]. - Mid - term Strategy: Due to the large price fluctuations, adopt a wait - and - see approach [35]. Variety Trading Strategy - Last Week's Strategy Review: The bottom of lithium carbonate was rising, and the main contract should focus on the support in the range of 140,000 - 145,000 yuan [38]. - This Week's Strategy Suggestion: The main contract of lithium carbonate has support in the range of 140,000 - 145,000 yuan. This week, focus on whether the closing price breaks the support range and adopt a wait - and - see approach [39]. Relevant Data - As of April 19, 2024, the Shanghai Futures Exchange electrolytic aluminum inventory was 228,537 tons, a decrease of 3,228 tons from the previous week. Seasonally, it is at a relatively low level compared to the past five years [41]. - As of April 19, 2024, the LME aluminum inventory was 504,000 tons, with a cancelled warrant ratio of 66.03%. Seasonally, it is at a relatively low level compared to the past five years [43][48]
证监会同意20号胶等3个期权品种注册
Qi Huo Ri Bao Wang· 2026-01-25 16:36
Core Viewpoint - The China Securities Regulatory Commission (CSRC) has approved the registration of options contracts for 20 rubber, low-sulfur fuel oil, and cathode copper, which are significant commodities in China, aimed at enhancing risk management tools for enterprises in the supply chain [1] Group 1: Regulatory Approval and Market Preparation - The CSRC will supervise the Shanghai International Energy Exchange (INE) to ensure the smooth launch and stable operation of the new options contracts [1] - The INE has drafted options contracts for 20 rubber, low-sulfur fuel oil, and cathode copper and is seeking public feedback [1] Group 2: Importance of New Contracts - The introduction of options for these commodities is expected to provide effective risk management tools for upstream and downstream enterprises, addressing the increasing demand for refined risk management due to significant price fluctuations in international commodity markets [1] - The existing futures contracts for these commodities have developed a certain market scale, good liquidity, and a reasonable investor structure, gradually serving the real economy [1] Group 3: Contract Specifications - The 20 rubber options contract is based on the 20 rubber futures contract, with a trading unit of 1 lot and a minimum price fluctuation of 1 yuan/ton [2] - The low-sulfur fuel oil options contract is based on the low-sulfur fuel oil futures contract, with a trading unit of 1 lot and a minimum price fluctuation of 0.5 yuan/ton [2] - The cathode copper options contract is based on the cathode copper futures contract, with a trading unit of 1 lot and a minimum price fluctuation of 2 yuan/ton [3]
工业硅、碳酸锂期货品种周报-20260104
Chang Cheng Qi Huo· 2026-01-04 11:53
Group 1: Report Industry Investment Rating - No relevant content provided Group 2: Core Viewpoints of the Report - Industrial silicon futures are currently in a volatile state, and it is advisable to adopt a wait - and - see approach. Lithium carbonate futures are on the rise, and it is recommended to buy on dips [8][33][34] Group 3: Summary by Relevant Catalogs Industrial Silicon Futures 1. Mid - line Market Analysis - Industrial silicon futures are in a volatile run. Last week, the spot price of industrial silicon remained stable. As of January 4, the price of 421 in Xinjiang was 9,050 yuan/ton, in Yunnan was 9,900 yuan/ton, and in Sichuan was 10,000 yuan/ton. The AI intelligent investment consultation variety diagnosis report of Great Wall Futures shows that the daily price of industrial silicon is in a sideways phase, and the main force shows a strong bearish sentiment [8] - The mid - line strategy suggestion is to wait and see [9] 2. Variety Trading Strategy - Last week, the industrial silicon 2605 contract fluctuated in the range of 8,000 - 9,500 yuan/ton. This week, the main contract of industrial silicon is expected to fluctuate in the range of 8,000 - 9,500 yuan/ton [12] 3. Relevant Data Situation - As of April 19, 2024, the cathode copper inventory of the Shanghai Futures Exchange was 300,045 tons, an increase of 322 tons from the previous week. Seasonally, the current inventory is at a relatively high level compared to the past five years [14] - As of April 19, 2024, the LME copper inventory was 122,125 tons, and the proportion of cancelled warrants was 25.73%. Seasonally, the current inventory is at a relatively low level compared to the past five years [18] Lithium Carbonate Futures 1. Mid - line Market Analysis - Lithium carbonate futures are currently on the rise. Last week, the spot price of lithium carbonate declined slightly. As of January 4, the market price of battery - grade lithium carbonate was 117,250 yuan/ton, and that of industrial - grade lithium carbonate was 114,850 yuan/ton. The AI intelligent investment consultation variety diagnosis report of Great Wall Futures shows that the daily line of lithium carbonate futures is in a strong upward stage, and the main force shows a strong bullish sentiment [33][34] - The mid - line strategy suggestion is to buy on dips as the bottom of lithium carbonate is rising [34] 2. Variety Trading Strategy - Last week, the bottom of lithium carbonate rose, and the main 2605 contract should pay attention to the support in the range of 96,000 - 97,000 yuan. This week, the main contract should pay attention to the support in the range of 100,000 - 105,000 yuan [37][38] 3. Relevant Data Situation - As of April 19, 2024, the electrolytic aluminum inventory of the Shanghai Futures Exchange was 228,537 tons, a decrease of 3,228 tons from the previous week. Seasonally, the current inventory is at a relatively low level compared to the past five years [41] - As of April 19, 2024, the LME aluminum inventory was 504,000 tons, and the proportion of cancelled warrants was 66.03%. Seasonally, the current inventory is at a relatively low level compared to the past five years [43]
工业硅、碳酸锂期货品种周报2025.12.08-12.12-20251208
Chang Cheng Qi Huo· 2025-12-08 01:36
Report Overview - Report Title: Industrial Silicon and Lithium Carbonate Futures Weekly Report (2025.12.08 - ) [2] - Report Subjects: Industrial silicon futures and lithium carbonate futures Industrial Silicon Futures 1. Mid - term Market Analysis - Mid - term Trend: Industrial silicon futures are currently in a large - range operation [8] - Trend Logic: Last week, the spot price of industrial silicon remained stable. As of December 5, the price of 421 in Xinjiang was 9,200 yuan/ton, 9,900 yuan/ton in Yunnan, and 10,000 yuan/ton in Sichuan. The AI intelligent investment consultation variety diagnosis report of Great Wall Futures showed that the daily price of industrial silicon was in a sideways phase, and the main force had an obvious bullish attitude [8] - Mid - term Strategy: It is expected that the industrial silicon 2601 contract will operate in the range of 8,500 - 10,000 yuan [9] 2. Variety Trading Strategy - Last Week's Strategy Review: With industrial silicon in a large - range operation, the strategy was mainly to wait and see [12] - This Week's Strategy Suggestion: With industrial silicon in a large - range operation, the strategy is mainly to wait and see [12] 3. Relevant Data - SHF Cathode Copper Inventory: As of April 19, 2024, the cathode copper inventory of the Shanghai Futures Exchange was 300,045 tons, an increase of 322 tons from the previous week. Seasonally, the current inventory is at a relatively high level compared to the past five years [14] - LME Copper Inventory: As of April 19, 2024, the LME copper inventory was 122,125 tons, and the proportion of cancelled warrants was 25.73%. Seasonally, the current inventory is at a relatively low level compared to the past five years [18] Lithium Carbonate Futures 1. Mid - term Market Analysis - Mid - term Trend: Lithium carbonate futures are currently in a large - range operation [33] - Trend Logic: Last week, the spot price of lithium carbonate declined. As of December 5, the market price of battery - grade lithium carbonate was 91,100 yuan/ton, and the market price of industrial - grade lithium carbonate was 89,650 yuan/ton. The AI intelligent investment consultation variety diagnosis report of Great Wall Futures showed that the daily price of lithium carbonate futures was in a sideways phase, and the main force showed a strong bearish sentiment [34] - Mid - term Strategy: It is expected that the main 2605 contract of lithium carbonate will operate in the range of 75,000 - 115,000 yuan [34] 2. Variety Trading Strategy - Last Week's Strategy Review: For the main 2605 contract of lithium carbonate, focus on the support in the range of 86,000 - 88,000 yuan and mainly wait and see [37] - This Week's Strategy Suggestion: For the main 2605 contract of lithium carbonate, focus on the support in the range of 86,000 - 88,000 yuan and mainly wait and see [38] 3. Relevant Data - SHF Electrolytic Aluminum Inventory: As of April 19, 2024, the electrolytic aluminum inventory of the Shanghai Futures Exchange was 228,537 tons, a decrease of 3,228 tons from the previous week. Seasonally, the current inventory is at a relatively low level compared to the past five years [41] - LME Aluminum Inventory: As of April 19, 2024, the LME aluminum inventory was 504,000 tons, and the proportion of cancelled warrants was 66.03%. Seasonally, the current inventory is at a relatively low level compared to the past five years [43]
工业硅、碳酸锂期货品种周报-20251110
Chang Cheng Qi Huo· 2025-11-10 05:10
Group 1: Report Overview - Report Title: Industrial Silicon and Lithium Carbonate Futures Weekly Report [2] - Report Period: November 10 - 14, 2025 [1] Group 2: Industrial Silicon Futures 1. Mid - term Market Analysis - Mid - term Trend: Industrial silicon futures are currently in a wide - range operation. The 2601 contract is expected to operate between 7,500 and 10,000 [8][9]. - Trend Logic: Last week, the spot price of industrial silicon remained stable. As of November 7, the price of 421 in Xinjiang was 9,150 yuan/ton, 9,900 yuan/ton in Yunnan, and 10,000 yuan/ton in Sichuan. The AI intelligent investment consultation variety diagnosis report from Great Wall Futures showed that the daily price of industrial silicon was in a sideways phase, and the main force showed a strong bearish sentiment [8]. 2. Variety Trading Strategy - Last Week's Strategy Review: Industrial silicon was in a wide - range operation, with a focus on buying on dips [12]. - This Week's Strategy Suggestion: Industrial silicon is in a wide - range operation, with a focus on buying on dips [13]. 3. Related Data - As of April 19, 2024, the cathode copper inventory on the Shanghai Futures Exchange was 300,045 tons, an increase of 322 tons from the previous week. Seasonally, the current inventory is at a relatively high level compared to the past five years [15]. - As of April 19, 2024, the LME copper inventory was 122,125 tons, and the proportion of cancelled warrants was 25.73%. Seasonally, the current inventory is at a relatively low level compared to the past five years [19] Group 3: Lithium Carbonate Futures 1. Mid - term Market Analysis - Mid - term Trend: Lithium carbonate futures are currently in a wide - range operation. The 2601 contract is expected to operate between 68,000 and 100,000 [34][35]. - Trend Logic: Last week, the spot price of lithium carbonate declined. As of November 7, the market price of battery - grade lithium carbonate was 80,150 yuan/ton, and the market price of industrial - grade lithium carbonate was 78,750 yuan/ton. The AI intelligent investment consultation variety diagnosis report from Great Wall Futures showed that the daily price of lithium carbonate futures was basically in an upward channel, and the main long - position camp had a slight advantage [35]. 2. Variety Trading Strategy - Last Week's Strategy Review: Lithium carbonate was in a wide - range operation, with a focus on buying on dips. - This Week's Strategy Suggestion: Lithium carbonate is in a wide - range operation, with a focus on buying on dips [38]. 3. Related Data - As of April 19, 2024, the electrolytic aluminum inventory on the Shanghai Futures Exchange was 228,537 tons, a decrease of 3,228 tons from the previous week. Seasonally, the current inventory is at a relatively low level compared to the past five years [41]. - As of April 19, 2024, the LME aluminum inventory was 504,000 tons, and the proportion of cancelled warrants was 66.03%. Seasonally, the current inventory is at a relatively low level compared to the past five years [42]
工业硅、碳酸锂期货品种周报-20250811
Chang Cheng Qi Huo· 2025-08-11 05:03
1. Report Industry Investment Rating No relevant content provided. 2. Core Views of the Report - Industrial silicon futures are currently in a large - range oscillatory operation. The 2511 contract is expected to operate in the range of 7,700 - 10,000 yuan. It's recommended to consider grid trading within the range [6][7][10]. - Lithium carbonate futures are also in a large - range oscillatory operation. The 2511 contract is expected to operate in the range of 63,000 - 80,000 yuan. It's recommended to buy a small amount when the price retraces to the 63,000 - 65,000 yuan range [32][33][37]. 3. Summary by Directory Industrial Silicon Futures 3.1. Mid - line Market Analysis - Mid - line trend: Industrial silicon futures are in a large - range oscillatory operation. Last week, the spot price of industrial silicon decreased slightly. As of August 8, the price of 421 in Xinjiang was 8,900 yuan/ton, 10,000 yuan/ton in Yunnan, and 10,100 yuan/ton in Sichuan. The AI intelligent investment consultation variety diagnosis report shows that the daily price is in a downward channel, and the long - position camp of the main force has a slight advantage. The 2511 contract is expected to operate in the range of 7,700 - 10,000 yuan [6][7]. 3.2. Variety Trading Strategy - Last week's strategy: Consider grid trading within the range. - This week's strategy: Consider grid trading within the range [10]. 3.3. Relevant Data Situation - As of April 19, 2024, the cathode copper inventory on the Shanghai Futures Exchange was 300,045 tons, an increase of 322 tons from the previous week. Seasonally, the current inventory is at a relatively high level compared to the past five years. - As of April 19, 2024, the LME copper inventory was 122,125 tons, and the proportion of cancelled warrants was 25.73%. Seasonally, the current inventory is at a relatively low level compared to the past five years [12][17]. Lithium Carbonate Futures 3.1. Mid - line Market Analysis - Mid - line trend: Lithium carbonate futures are in a large - range oscillatory operation. Last week, the spot price of lithium carbonate showed mixed trends. As of August 8, the mainstream price of battery - grade lithium carbonate was 70,000 yuan/ton, and that of industrial - grade lithium carbonate was 68,950 yuan/ton. Technically, the AI variety diagnosis report shows that the daily price of lithium carbonate futures is in a sideways phase, and the main force shows a strong bullish sentiment. The 2511 contract is expected to operate in the range of 63,000 - 80,000 yuan [32][33]. 3.2. Variety Trading Strategy - Last week's strategy: Buy a small amount when the price of lithium carbonate retraces to the 63,000 - 65,000 yuan range. - This week's strategy: Buy a small amount when the price of lithium carbonate retraces to the 63,000 - 65,000 yuan range [36][37]. 3.3. Relevant Data Situation - As of April 19, 2024, the electrolytic aluminum inventory on the Shanghai Futures Exchange was 228,537 tons, a decrease of 3,228 tons from the previous week. Seasonally, the current inventory is at a relatively low level compared to the past five years. - As of April 19, 2024, the LME aluminum inventory was 504,000 tons, and the proportion of cancelled warrants was 66.03%. Seasonally, the current inventory is at a relatively low level compared to the past five years [40][42].
工业硅、碳酸锂期货品种周报-20250728
Chang Cheng Qi Huo· 2025-07-28 01:19
Aggregate Information - Report Title: Industrial Silicon and Lithium Carbonate Futures Weekly Report [2] - Report Period: July 28 - August 1, 2025 [1] Group 1: Industrial Silicon Futures 1. Mid - term Market Analysis - Mid - term Trend: Industrial silicon futures are currently in a process of stabilizing and rebounding [6] - Trend Logic: Last week, the spot price of industrial silicon increased. As of July 25, the price of 421 in Xinjiang was 9,650 yuan/ton, 10,300 yuan/ton in Yunnan, and 10,000 yuan/ton in Sichuan. The AI intelligent investment consultation variety diagnosis report of Great Wall Futures shows that the daily price of industrial silicon is in a strong upward stage, and the main force shows a strong bullish sentiment [6] - Strategy Suggestion: The support level of the industrial silicon 2509 futures price is in the range of 8,300 - 8,600. It is recommended to buy a small amount on dips [7] 2. Variety Trading Strategy - Last Week's Strategy Review: The price of industrial silicon was bottoming and oscillating. It was advisable to consider buying a small amount on dips during the correction [10] - This Week's Strategy Suggestion: During the process of the industrial silicon price stabilizing and rebounding, it is advisable to consider buying a small amount on dips during the correction [11] 3. Relevant Data - As of April 19, 2024, the cathode copper inventory on the Shanghai Futures Exchange was 300,045 tons, an increase of 322 tons from the previous week. Seasonally, the current inventory is at a relatively high level compared to the past five years [13] - As of April 19, 2024, the LME copper inventory was 122,125 tons, and the proportion of cancelled warrants was 25.73%. Seasonally, the current inventory is at a relatively low level compared to the past five years [17] Group 2: Lithium Carbonate Futures 1. Mid - term Market Analysis - Mid - term Trend: Lithium carbonate futures are currently in a process of stabilizing and rebounding [30] - Trend Logic: Last week, the spot price of lithium carbonate increased. As of July 25, the average price of battery - grade lithium carbonate was 73,000 yuan/ton, and the average price of industrial - grade lithium carbonate was 71,800 yuan/ton. Technically, the AI variety diagnosis report of Great Wall Futures shows that the daily price of lithium carbonate futures is in a strong upward stage, and the main force shows a strong bullish sentiment [31] - Strategy Suggestion: The support level of the lithium carbonate 2509 futures price is in the range of 69,000 - 72,000. It is recommended to buy a small amount on dips [31] 2. Variety Trading Strategy - Last Week's Strategy Review: During the process of the lithium carbonate price stabilizing and rebounding, it was advisable to consider buying a small amount on dips during the correction [34] - This Week's Strategy Suggestion: During the process of the lithium carbonate price stabilizing and rebounding, it is advisable to consider buying a small amount on dips during the correction [35] 3. Relevant Data - As of April 19, 2024, the electrolytic aluminum inventory on the Shanghai Futures Exchange was 228,537 tons, a decrease of 3,228 tons from the previous week. Seasonally, the current inventory is at a relatively low level compared to the past five years [38] - As of April 19, 2024, the LME aluminum inventory was 504,000 tons, and the proportion of cancelled warrants was 66.03%. Seasonally, the current inventory is at a relatively low level compared to the past five years [41]