中国期货每日简报

桂晨曦Gui Chenxi从业资格号Qualification No：F3023159投资咨询号Consulting No.：Z0013632 CITIC Futures International Service Platform：https://internationalservice.citicsf.com 摘要Abstract Macro News:President Xi Jinping met with Russian Prime Minister Mikhail Mishustin. Futures Prices:OnNov4,equity indicesfellwhileCGB futuresshowed mixed performances.Most commoditiesfell,withmetals performing weakly. Commentary:Silicon Metal,Poly-Silicon,Lithium Carbonate Risks:Macroeconomic fluctuations, geopolitical situations, and reversals in policy trends. 宏观：习近平主席会见俄罗斯总理米舒斯京。 期货：11月4日，股指期货下跌，国债期货涨跌不一；多数商品期货下跌，金属表现较弱。 今日点评：工业硅、多晶硅、碳酸锂 风险提示：宏观经济波动、地缘政治变化、政策趋向扭转。 Related Reports近期报告 【20251104】Rapeseed Meal, Crude Oil, Aluminum菜粕、原油、铝 【20251101】Gold, Copper, TSR 20黄金、铜、20号胶 【20251031】Lithium Carbonate, Silicon Metal, Poly-Silicon碳酸锂、工业硅、多晶硅 * Click on the hyperlink of report titles to read historical reports Content目录 1. China Futures期货异动.................................................................................................41.1 Overview行情概述.......................................................................................................41.2 Daily Drop下跌品种......................................................................................................51.2.1 Silicon Metal工业硅............................................................................................................................................51.2.2 Poly-Silicon多晶硅..............................................................................................................................................61.2.3 Lithium Carbonate碳酸锂...................................................................................................................................72. China News中国要闻.....................................................................................................82.1 Macro News宏观新闻...................................................................................................82.2 Industry News行业新闻...............................................................................................8 Charts图表 图表1：Commodity Futures Top Daily Rise..................................................................................4中国商品期货主力连续合约涨幅前十...............................................................................................4图表2：Commodity Futures Top Daily Drop.................................................................................4中国商品期货主力连续合约跌幅前十...............................................................................................4图表3：Recent Trend of Silicon Metal..........................................................................................57月中旬以来，工业硅震荡调整.......................................................................................................5图表4：11/4, Silicon Metal Fell By 2.3%.......................................................................................511月4日，工业硅下跌2.3%..........................................................................................................5图表5：Recent Trend of Poly-Silicon............................................................................................610月下旬以来，多晶硅冲高后震荡下行..........................................................................................6图表6：11/4, Poly-Silicon Fell By 3.9%........................................................................................611月4日，多晶硅下跌3.9%..........................................................................................................6图表7：Recent Trend of Lithium Carbonate.................................................................................710月下旬以来，碳酸锂冲高后震荡下行..........................................................................................7图表8：11/4, Lithium Carbonate Fell By 4.3%..............................................................................711月4日，碳酸锂下跌4.3%..........................................................................................................7图表9：The Change of Futures Prices and Open Interests........................................................10中国期货涨跌幅与持仓变化...........................................................................................................10图表10：China Futures Price.....................................................................................................11中国期货概览................................................................................................................................11 1.China Futures期货异动 1.1Overview行情概述 OnNovember4,equity indices fell while CGB futures showed mixed performances. Mostcommodities fell, with metals performing weakly. 1.China's commodity futures: The top three gainers areSCFIS(Europe),rapeseedmeal, andzinc:SCFIS(Europe)rose3.8%with open interestup5.4% month-on-month;rapeseedmealrose1.5% with open interestup1.8%month-on-month;zincrose0.8% with open interestdown1.7% month-on-month. The top three decliners areChinesejujube,lit