新浪期货 根据交易所数据，截至7月28日收盘主力合约30年期国债期货2509,涨跌+0.56%,成交量12.06万手，持仓数据显示前20席 位呈现净多，差额头寸为512手。 文章来源:新浪期货 | | | | | 2025年7月28日30年期国债期货主力合约2509持仓数据 | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 名次 会员名称 成交量(双边) | | 壇減 | | 会员 持买单 | 增减 | 会员 | 持卖单 | 增减 | | ਹ | 中信期货 | 44,813 | -16,896 | 中信期货 | 18,570 | -1,962 | 国泰君安 | 14,321 | ୧୦୧ | | 2 | 东证期货 | 28,269 | -9,754 | 国泰君安 | 12,998 | -1,492 | 中信期货 | 12,085 | 207 | | 3 | 国泰君安 | 25,353 | -7,624 | 东证期货 | 9,001 | 511 | 东证期货 | 11,357 | -2,022 | | 4 | ...

Summary of Key Points Core Viewpoint - The main focus of the article is on the trading activity and positions in the soda ash futures market as of July 28, 2025, highlighting significant changes in both long and short positions among major market participants [1][3]. Trading Activity - As of July 28, 2025, the main contract for soda ash (2509) experienced a price change of -8.04%, with a total trading volume of 3.575 million contracts and an open interest showing a net short position among the top 20 participants [1]. - The total trading volume across all soda ash contracts reached 5.360 million contracts, an increase of 522,700 contracts from the previous day [1]. Positions of Major Participants - Among the top 20 participants, long positions totaled 1.0234 million contracts, an increase of 61,400 contracts, while short positions totaled 1.3148 million contracts, an increase of 126,700 contracts [1]. - The top three long positions were held by Guotai Junan (95,507 contracts), CITIC Futures (59,745 contracts), and Founder Futures (59,076 contracts) [1][3]. - The top three short positions were also led by Guotai Junan (164,917 contracts), Yong'an Futures (161,681 contracts), and Dongzheng Futures (123,371 contracts) [1][3]. Changes in Positions - The top three participants with the largest increase in long positions were Huatai Futures (37,811 contracts, +12,060), Dongfang Caifu (20,096 contracts, +6,333), and招商期货 (16,571 contracts, +3,837) [1][3]. - Conversely, the top three participants with the largest decrease in long positions were Dongzheng Futures (35,417 contracts, -4,568), CITIC Futures (35,628 contracts, -1,971), and Zhonghui Futures (16,542 contracts, -1,735) [1][3]. - For short positions, the largest increases were seen in Dongzheng Futures (68,009 contracts, +15,832), Yong'an Futures (92,107 contracts, +9,024), and Founder Futures (19,378 contracts, +8,629) [1][3]. - The largest decreases in short positions were recorded by GF Futures (12,959 contracts, -2,055), Zhongtai Futures (17,685 contracts, -1,237), and Yinhai Futures (35,349 contracts, -1,163) [1][3].

主力合约前20席位中，空头增仓前三名分别是：永安期货、持仓107195、增仓29163，东证期货、持仓82765、增仓28979，华泰期 货、持仓35075、增仓9186；空头减仓前三名分别是：中信期货、持仓68132、减仓-23202，国泰君安、持仓105554、减 仓-12841，中信建投、持仓14323、减仓-8638。 文章来源:新浪期货 2025年7月28日玻璃主力合约2509持仓数据一览 新浪期货 根据交易所数据，截至7月28日收盘主力合约玻璃2509,涨跌-9.00%,成交量487.85万手，持仓数据显示前20席位呈现净 空，差额头寸为177223手。 玻璃期货全合约总计成交606.96万手，比上一日新增82.79万手。全合约前20席位多头持仓74.42万手，比上一日减少1.15万手。全 合约前20席位空头持仓96.60万手，比上一日增加4.02万手。 根据合并数据显示，多头前三席位为国泰君安，总持仓98719、中信期货，总持仓59961、永安期货，总持仓53817；空头前三席位 为国泰君安，总持仓147165、永安期货，总持仓146220、东证期货，总持仓111838； 主力合约前20席位中， ...

Core Insights - The main contract of the Shanghai Stock Exchange 50 Index futures closed at 2509 on July 28, with a slight increase of 0.36% and a trading volume of 28,900 contracts, indicating a net short position among the top 20 positions with a difference of 11,944 contracts [1][3]. Group 1: Trading Volume and Positions - The total trading volume for all contracts was 46,400 contracts, a decrease of 870 contracts from the previous day [1][4]. - Among the top 20 positions, long positions totaled 66,300 contracts, down by 861 contracts, while short positions totaled 82,900 contracts, down by 1,003 contracts [1][4]. Group 2: Major Players in Long and Short Positions - The top three long positions were held by CITIC Futures (11,226 contracts), Guotai Junan (11,062 contracts), and Haitong Futures (5,723 contracts) [1][4]. - The top three short positions were held by CITIC Futures (20,342 contracts), GF Futures (12,609 contracts), and Guotai Junan (11,504 contracts) [1][4]. Group 3: Changes in Long and Short Positions - The top three increases in long positions were from Guoxin Futures (1,840 contracts, +288), CITIC Futures (6,225 contracts, +210), and Everbright Futures (879 contracts, +104) [1][4]. - The top three decreases in long positions were from CITIC Jiantou (1,180 contracts, -181), Shenyin Wanguo (922 contracts, -115), and Haitong Futures (3,231 contracts, -115) [1][4]. - The top three increases in short positions were from CITIC Futures (14,216 contracts, +1,008), Guoxin Futures (1,787 contracts, +381), and Ping An Futures (505 contracts, +128) [1][4]. - The top three decreases in short positions were from GF Futures (11,152 contracts, -1,052), Guotai Junan (6,123 contracts, -318), and Haitong Futures (2,853 contracts, -271) [1][4].

Group 1 - The core viewpoint of the article highlights the trading performance of aluminum oxide futures, indicating a decrease in the main contract price and a net short position among the top 20 positions [1][2][3] - As of July 28, the main contract for aluminum oxide (2509) experienced a price drop of 6.27%, with a trading volume of 1,003,200 contracts and a total of 1,323,100 contracts traded across all contracts, reflecting an increase of 118,000 contracts from the previous day [1][3] - The top three long positions were held by Guotai Junan, CITIC Futures, and Dongzheng Futures, while the top three short positions were also held by Guotai Junan, Galaxy Futures, and Dongzheng Futures [1][4] Group 2 - The data shows that the long positions among the top 20 positions decreased by 8,735 contracts, while the short positions decreased by 2,360 contracts compared to the previous day [1][3] - The top three long position increases were from CITIC Futures (1,151 contracts), Guotai Junan (732 contracts), and Haitong Futures (593 contracts), while the top three long position decreases were from Dongzheng Futures (-1,245 contracts), Huishang Futures (-1,192 contracts), and Everbright Futures (-985 contracts) [1][4] - In terms of short positions, the top three increases were from COFCO Futures (1,240 contracts), Fangzheng Zhongqi (525 contracts), and Chuangyuan Futures (240 contracts), while the top three decreases were from CITIC Futures (-8,621 contracts), Guotai Junan (-8,206 contracts), and Guotou Futures (-1,311 contracts) [1][4]

焦炭期货全合约总计成交8.00万手，比上一日新增383手。全合约前20席位多头持仓1.93万手，比上一日减少1152手。全合约前20 席位空头持仓2.46万手，比上一日减少2591手。 新浪期货 根据交易所数据，截至7月28日收盘主力合约焦炭2509,涨跌-7.98%,成交量6.29万手，持仓数据显示前20席位呈现净空， 差额头寸为5324手。 2025年7月28日焦炭主力合约2509持仓数据一览 | | 名次 会员名称 成交量(双边) | | 增减 | 会员 | 持买单 | 增减 | 会员 | 持卖单 | 增减 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | ਹ | 中信期货 | 11,527 | 25 | 中信期货 | 2,884 | 67 | 中信期货 | 3,345 | -522 | | 2 | 国泰君安 | 9,420 | -361 | 国泰君安 | 2,673 | 41 | 物产中大 | 2,681 | -JJ3 | | 3 | 东证期货 | 5,371 | 103 | 银河期货 | 1,691 | -104 | ...

Core Viewpoint - As of July 25, 2025, the PVC futures market shows a significant increase in trading volume and a net long position among the top 20 participants, indicating bullish sentiment in the market [1][3]. Group 1: Market Performance - The main contract PVC2509 closed with a price change of +3.19% and a trading volume of 1.8639 million lots [1]. - Total trading volume for all PVC contracts reached 2.2536 million lots, with an increase of 287,000 lots compared to the previous day [1][4]. Group 2: Positioning Data - The top 20 positions in the PVC futures market show a net long position with long positions totaling 751,100 lots and short positions totaling 747,700 lots [1]. - The top three long positions are held by Zhongcai Futures (total position 111,435), Guotai Junan (total position 57,737), and Citic Futures (total position 55,450) [1][4]. - The top three short positions are held by Guotai Junan (total position 162,524), Citic Futures (total position 68,040), and Dongzheng Futures (total position 62,415) [1][4]. Group 3: Changes in Positions - Among the top 20 long positions, the largest increases were seen in Citic Futures (+3,848), Huishang Futures (+1,829), and Guotai Junan (+1,620) [1]. - The largest decreases in long positions were recorded by Everbright Futures (-1,967), Wucai Zhongda (-1,734), and Huatai Futures (-1,724) [1]. - For short positions, Guotai Junan saw the largest increase (+8,858), followed by Dongzheng Futures (+3,325) and Citic Jiantou (+3,003) [1].

Core Insights - The main contract for manganese silicon (2509) closed at a price increase of 8.02% as of July 25, with a trading volume of 877,100 contracts and a net short position of 97,068 contracts among the top 20 positions [1]. Trading Volume and Positions - Total trading volume for all manganese silicon contracts reached 1,211,800 contracts, an increase of 722,700 contracts from the previous day [1]. - Among the top 20 positions, long positions totaled 446,800 contracts, up by 53,500 contracts, while short positions totaled 564,800 contracts, an increase of 86,700 contracts [1]. Major Players - The top three long positions were held by: - CITIC Futures with a total position of 63,237 contracts, an increase of 10,491 contracts - Dongzheng Futures with 56,757 contracts, an increase of 4,385 contracts - Guotai Junan with 56,411 contracts, a decrease of 5,149 contracts [1][3]. - The top three short positions were held by: - Dongzheng Futures with 110,931 contracts, an increase of 16,204 contracts - Guotai Junan with 77,582 contracts, an increase of 15,503 contracts - CITIC Futures with 70,919 contracts, an increase of 11,259 contracts [1][4]. Changes in Positions - The top three long position increases were: - CITIC Futures with an increase of 10,491 contracts - Huazheng Futures with an increase of 6,019 contracts - Dongwu Futures with an increase of 4,838 contracts [1]. - The top three long position decreases were: - Guotai Junan with a decrease of 6,256 contracts - Galaxy Futures with a decrease of 1,561 contracts - Wukuang Futures with a decrease of 1,012 contracts [1]. - The top three short position increases were: - Dongzheng Futures with an increase of 16,204 contracts - Guotai Junan with an increase of 12,998 contracts - Huatai Futures with an increase of 7,986 contracts [1]. - The top two short position decreases were: - Zhongcai Futures with a decrease of 567 contracts - Shanghai Zhongqi with a decrease of 216 contracts [1].

主力合约前20席位中，多头增仓前三名分别是：中信期货、持仓14167、增仓5373，国泰君安、持仓11899、增仓3897，宏源期 货、持仓5781、增仓3502；多头减仓前一名分别是：方正中期、持仓7004、减仓-1143； 主力合约前20席位中，空头增仓前三名分别是：东证期货、持仓31849、增仓5289，中信期货、持仓25695、增仓4138，广发期 货、持仓8424、增仓3985；空头减仓前三名分别是：弘业期货、持仓3212、减仓-1127，海证期货、持仓3415、减仓-655，华泰期 货、持仓6673、减仓-21。 文章来源:新浪期货 新浪期货 根据交易所数据，截至7月25日收盘主力合约硅铁2509,涨跌+7.01%,成交量56.61万手，持仓数据显示前20席位呈现净 空，差额头寸为30986手。 硅铁期货全合约总计成交81.23万手，比上一日新增41.89万手。全合约前20席位多头持仓30.91万手，比上一日增加3.97万手。全合 约前20席位空头持仓34.92万手，比上一日增加4.11万手。 根据合并数据显示，多头前三席位为东证期货，总持仓43626、中信期货，总持仓38907、国泰君安，总持仓 ...

主力合约前20席位中，空头增仓前三名分别是：宏源期货、持仓4631、增仓966，中信建投、持仓2678、增仓380，申银万国、持 仓1573、增仓268；空头减仓前三名分别是：东证期货、持仓13379、减仓-578，中信期货、持仓11878、减仓-555，海通期货、持 仓2815、减仓-358。 文章来源:新浪期货 | | | | | 2025年7月25日30年期国债期货主力合约2509持仓数据- | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 名次 会员名称 成交量(双边) | | 壇減 | | 会员 持买单 | 増減 | 会员 | 持卖单 | 増減 | | ਹ | 中信期货 | 61,709 | 8,591 | 中信期货 | 20,532 | -94 | 国泰君安 | 13,716 | 226 | | 2 | 东证期货 | 38,023 | 426 | 国泰君安 | 14,490 | ela | 东证期货 | 13.379 | -578 | | 3 | 国泰君安 | 32,977 | 6,112 | ...