Summary of Key Points Core Viewpoint - The glass futures market shows a mixed trend with a slight increase in the main contract price, while trading volume and positions indicate a net short position among the top 20 participants [1]. Trading Data - As of July 3, the main contract for glass (2509) closed with a price increase of 1.56%, with a trading volume of 3,468,400 contracts, a decrease of 642,000 contracts from the previous day [1]. - The top 20 positions show a total long position of 1,007,900 contracts, down by 29,300 contracts, and a total short position of 1,295,000 contracts, up by 101,000 contracts [1]. Position Changes - The top three long positions are held by Guotai Junan (total position 123,994), CITIC Futures (77,440), and Huatai Futures (67,699) [1]. - The top three short positions are also led by Guotai Junan (256,566), followed by Galaxy Futures (110,307) and CITIC Futures (97,134) [1]. Notable Changes in Positions - The largest increase in long positions was seen in Shenyin Wanguo (26,127 contracts, an increase of 7,179), followed by GF Futures (30,838 contracts, an increase of 5,437) and CITIC Jiantou (39,244 contracts, an increase of 4,652) [1]. - The largest decrease in long positions was recorded by Dongzheng Futures (58,894 contracts, a decrease of 21,625), followed by Haitong Futures (30,643 contracts, a decrease of 11,952) and Everbright Futures (27,650 contracts, a decrease of 7,549) [1]. Overall Market Sentiment - The overall market sentiment appears to be leaning towards bearishness, as indicated by the increase in short positions among the top participants [1].

新浪期货 根据交易所数据，截至7月03日收盘主力合约白银2508,涨跌+1.83%,成交量42.78万手，持仓数据显示前20席位呈现净 多，差额头寸为18327手。 白银期货全合约总计成交92.33万手，比上一日新增29.56万手。全合约前20席位多头持仓49.83万手，比上一日增加4.18万手。全合 约前20席位空头持仓41.03万手，比上一日增加4.30万手。 根据合并数据显示，多头前三席位为中信期货，总持仓76926、国泰君安，总持仓74051、华泰期货，总持仓28117；空头前三席位 为中信期货，总持仓57756、国泰君安，总持仓40785、东证期货，总持仓27674； 主力合约前20席位中，多头增仓前三名分别是：国泰君安、持仓18768、增仓4150，东证期货、持仓14860、增仓3005，华泰期 货、持仓8033、增仓2634；多头减仓前三名分别是：东亚期货、持仓4915、减仓-985，中信建投、持仓3996、减仓-856，平安期 货、持仓14695、减仓-768； 2025年7月3日白银主力合约2508持仓数据一览 | | 名次 会员名称 成交量(双边) | | 增减 | 会员 | 持买单 | ...

新浪期货 根据交易所数据，截至7月02日收盘主力合约30年期国债期货2509,涨跌+0.40%,成交量6.89万手，持仓数据显示前20席位 呈现净空，差额头寸为2560手。 30年期国债期货期货全合约总计成交7.43万手，比上一日减少7349手。全合约前20席位多头持仓11.81万手，比上一日增加3700 手。全合约前20席位空头持仓12.36万手，比上一日增加3656手。 根据合并数据显示，多头前三席位为中信期货，总持仓25049、国泰君安，总持仓18711、东证期货，总持仓13132；空头前三席位 为东证期货，总持仓15270、银河期货，总持仓14229、中信期货，总持仓13227； 主力合约前20席位中，多头增仓前三名分别是：银河期货、持仓6843、增仓561，国泰君安、持仓14742、增仓544，东证期货、持 仓12389、增仓288；多头减仓前三名分别是：中信期货、持仓20511、减仓-148，宏源期货、持仓3727、减仓-96，海通期货、持 仓1702、减仓-13； 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14440、增仓1353，中信期货、持仓10524、增仓971，西部期货、 ...

新浪期货 根据交易所数据，截至7月02日收盘主力合约硅铁2509,涨跌+3.39%,成交量27.42万手，持仓数据显示前20席位呈现净 空，差额头寸为24316手。 硅铁期货全合约总计成交40.93万手，比上一日新增8.76万手。全合约前20席位多头持仓30.19万手，比上一日减少9873手。全合约 前20席位空头持仓33.79万手，比上一日增加1309手。 根据合并数据显示，多头前三席位为东证期货，总持仓50127、中信期货，总持仓37237、国泰君安，总持仓19359；空头前三席位 为东证期货，总持仓56241、中信期货，总持仓42442、国泰君安，总持仓28777； 主力合约前20席位中，多头增仓前三名分别是：东证期货、持仓28354、增仓1903，华泰期货、持仓5325、增仓1337，海通期货、 持仓2671、增仓1230；多头减仓前三名分别是：中信期货、持仓20014、减仓-6174，银河期货、持仓9653、减仓-2893，广发期 货、持仓3329、减仓-1889； 主力合约前20席位中，空头增仓前三名分别是：东方财富、持仓3014、增仓2479，浙商期货、持仓13052、增仓1798，五矿期货、 ...

Core Insights - The main contract for caustic soda (2509) closed at a price increase of 3.19% as of July 2, with a trading volume of 610,800 contracts and a net short position of 12,406 contracts among the top 20 positions [1][3]. Trading Volume and Positions - Total trading volume for all caustic soda contracts reached 728,800 contracts, an increase of 33,700 contracts from the previous day [1]. - Among the top 20 positions, long positions totaled 159,400 contracts, a decrease of 1,223 contracts, while short positions totaled 171,300 contracts, a decrease of 4,793 contracts [1][4]. Major Players - The top three long positions were held by Guotai Junan (21,925 contracts), Dongzheng Futures (13,301 contracts), and CITIC Futures (12,318 contracts) [1][4]. - The top three short positions were also held by Guotai Junan (24,831 contracts), Dongzheng Futures (15,984 contracts), and Huatai Futures (11,711 contracts) [1][4]. Changes in Positions - The top three increases in long positions were from CITIC Futures (9,862 contracts, an increase of 2,105), Fangzheng Futures (6,164 contracts, an increase of 1,321), and Guotai Junan (12,113 contracts, an increase of 1,311) [1]. - The top three decreases in long positions were from Huatai Futures (3,793 contracts, a decrease of 3,836), Galaxy Futures (6,399 contracts, a decrease of 722), and Yong'an Futures (4,129 contracts, a decrease of 717) [1]. Summary of Changes - The top three increases in short positions were from Dongfang Caifu (3,619 contracts, an increase of 1,135), Zhongtai Futures (3,685 contracts, an increase of 996), and CITIC Futures (7,465 contracts, an increase of 950) [1]. - The top three decreases in short positions were from Zheshang Futures (3,481 contracts, a decrease of 3,495), Guotai Junan (18,115 contracts, a decrease of 3,050), and Yong'an Futures (2,391 contracts, a decrease of 1,030) [1].

新浪期货 根据交易所数据，截至7月02日收盘主力合约工业硅2509,涨跌+4.79%,成交量164.36万手，持仓数据显示前20席位呈现净 空，差额头寸为45874手。 工业硅期货全合约总计成交201.46万手，比上一日新增44.89万手。全合约前20席位多头持仓38.55万手，比上一日增加3.89万手。 全合约前20席位空头持仓44.61万手，比上一日增加3.91万手。 根据合并数据显示，多头前三席位为国泰君安期货，总持仓46040、中信建投，总持仓36781、中信期货，总持仓32313；空头前三 席位为国泰君安期货，总持仓61910、中信建投，总持仓37797、银河期货，总持仓37486； 2025年7月2日工业硅主力合约2509持仓数据一览 | | 名次 会员名称 成交量(双边) | | 増減 | 会员 | 持买单 | 增减 | 会员 | 持卖单 | 增减 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | ਹ | 中信期货 | 415.774 | 114,599 | 国泰君安期货 29,231 | | 4,177 | 国泰 ...

新浪期货 根据交易所数据，截至7月02日收盘主力合约玻璃2509,涨跌+6.48%,成交量366.11万手，持仓数据显示前20席位呈现净 空，差额头寸为156018手。 玻璃期货全合约总计成交411.04万手，比上一日新增232.35万手。全合约前20席位多头持仓103.42万手，比上一日增加2.95万手。 全合约前20席位空头持仓122.23万手，比上一日减少7.38万手。 根据合并数据显示，多头前三席位为国泰君安，总持仓124331、中信期货，总持仓82318、东证期货，总持仓81864；空头前三席 位为国泰君安，总持仓239142、银河期货，总持仓110165、中信期货，总持仓105614； 主力合约前20席位中，多头增仓前三名分别是：东证期货、持仓80519、增仓36962，国泰君安、持仓96350、增仓13492，华泰期 货、持仓45134、增仓8535；多头减仓前三名分别是：中信建投、持仓34592、减仓-18049，东方财富、持仓27687、减仓-17627， 广发期货、持仓25401、减仓-15653； 2025年7月2日玻璃主力合约2509持仓数据一览 | | 名次 会员名称 成交量(双边) ...

2025年7月2日碳酸锂主力合约2509持仓数据一览 | | 名次 会员名称 成交量(双边) | | 増減 | 会员 | 持买单 | 增减 | 会员 | 持卖单 | 增减 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | ਹ | 中信期货 | 125,160 | 35,064 | 国泰君安期货 | 36,679 | 4,355 | 国泰君安期货 35,684 | | 063 | | 2 | 国泰君安期货 | 117,978 | 28,055 | 中信期货 | 19,962 | -2,354 | 中信期货 | 31,089 | 2,974 | | 3 | 东证期货 | 71,719 | 8,954 | 新湖期货 | 13,182 | -1,006 | 广发期货 | 22,716 | 177 | | ব | 海通期货 | 65,604 | 17,587 | 东证期货 | 12,318 | -2,495 | 永安期货 | 20,705 | -3,517 | | 5 | 走闻期货 | 63,753 | 28,843 | 国贸期货 | 1 ...

| | | | | 2025年7月2日氧化铝全合约持仓数据一览 | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 名次 会员名称 成交量(双边) | | 増減 | 会员 | 持买单 | 壇减 | 会员 | 持卖单 | 增减 | | J | 国泰君安 | 71,284 | 26,890 | 国泰君安 | 31,163 | 4,655 | 国泰君安 | 45,194 | -3,239 | | 2 | 东证期货 | 70,432 | 24,480 | 东证期货 | 23,702 | 2,854 | 银河期货 | 28,196 | 6,998 | | 3 | 中信期货 | 56,754 | 9,134 | 永安期货 | 16,940 | 1,955 | 东证期货 | 20,271 | -3,732 | | 4 | 银河期货 | 34,351 | 17,819 | 东吴期货 | 16.404 | -414 | 申万期货 | 16,136 | 116 | | 5 | 华泰期货 | 32,507 | 9,297 | 走 ...

Core Insights - The main contract for the CSI 1000 Index futures closed at 2509, with a slight decrease of 0.28% as of July 2, 2025, and a total trading volume of 93,400 contracts [1][2] - The total trading volume for all contracts was 165,700, which is a decrease of 16,100 contracts compared to the previous day [1][4] - The top 20 positions showed a net short position with a difference of 18,877 contracts [1] Position Data Summary - The top three long positions were held by Guotai Junan with a total holding of 40,430 contracts, CITIC Futures with 35,573 contracts, and Haitong Futures with 17,865 contracts [1][4] - The top three short positions were held by CITIC Futures with 58,327 contracts, Guotai Junan with 41,890 contracts, and Haitong Futures with 16,412 contracts [1][4] - The top three long position increases were from Haitong Futures (+467), Zheshang Futures (+241), and Guoxin Futures (+221) [1] - The top three long position decreases were from CITIC Futures (-1,825), Guotai Junan (-1,758), and Huatai Futures (-788) [1] - The top three short position increases were from Guoxin Futures (+419), Galaxy Futures (+148), and Ping An Futures (+82) [1] - The top three short position decreases were from CITIC Futures (-1,715), Guotai Junan (-1,581), and Haitong Futures (-604) [1]