大和发表研究报告指，多种商品期货价格普遍上涨，包括焦炭、工业硅、锂和多晶硅。考虑到供应控制政策的预期以及西藏雅鲁藏布江下游水电工程开工后对基础设施需求的增加，认为上游大宗商品期货价格将在短期内呈上升趋势，从而支撑多晶硅和锂业公司的股价。 该行预计，动力煤价格将在短期内反弹最多10%，予中国神华“持有”评级。然而，由于全球光伏需求或在明年下降，该行认为多晶硅的均价不会持续反弹。对于锂，该行相信，如果没有强劲的欧盟或美国电动车和能源储存系统需求增长，今明两年的锂价将较难上升。
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