新浪期货 根据交易所数据，截至6月30日收盘主力合约玻璃2509,涨跌-1.28%,成交量161.21万手，持仓数据显示前20席位呈现净 空，差额头寸为265604手。 玻璃期货全合约总计成交184.28万手，比上一日新增15.58万手。全合约前20席位多头持仓93.58万手，比上一日增加1.86万手。全 合约前20席位空头持仓123.27万手，比上一日增加6.80万手。 根据合并数据显示，多头前三席位为国泰君安，总持仓111659、中信期货，总持仓62441、方正中期，总持仓56377；空头前三席 位为国泰君安，总持仓297395、中信期货，总持仓118178、东证期货，总持仓107709； 主力合约前20席位中，多头增仓前三名分别是：中信建投、持仓45257、增仓5150，平安期货、持仓34648、增仓4146，徽商期 货、持仓42284、增仓3088；多头减仓前三名分别是：国泰君安、持仓88283、减仓-10123，中辉期货、持仓23960、减仓-2893， 东证期货、持仓40289、减仓-2860； 主力合约前20席位中，空头增仓前三名分别是：银河期货、持仓87002、增仓17597，申银万国、持仓5 ...

Summary of Key Points Core Viewpoint - The 30-year Treasury futures market shows a slight decline in the main contract, with a closing price of 2509 and a decrease of 0.43% as of June 30. The trading volume reached 90,800 contracts, with a net short position among the top 20 participants [1]. Group 1: Trading Volume and Positions - The total trading volume for all contracts was 97,400 contracts, an increase of 11,300 contracts from the previous day [1]. - Among the top 20 positions, long positions totaled 110,900 contracts, a decrease of 881 contracts, while short positions totaled 115,500 contracts, a decrease of 4,652 contracts [1]. Group 2: Major Participants - The top three long positions were held by CITIC Futures (total position 24,485), Guotai Junan (total position 17,479), and Dongzheng Futures (total position 11,657) [1]. - The top three short positions were held by Dongzheng Futures (total position 14,216), Galaxy Futures (total position 13,915), and CITIC Futures (total position 12,434) [1]. Group 3: Changes in Positions - The top three participants with increased long positions were CITIC Jiantou (holding 3,866, increased by 1,861), Ping An Futures (holding 4,033, increased by 959), and Guojin Futures (holding 2,866, increased by 560) [1]. - The top three participants with decreased long positions were CITIC Futures (holding 20,412, decreased by 1,687), Huatai Futures (holding 7,374, decreased by 759), and Guotai Junan (holding 14,052, decreased by 670) [1]. - The top three participants with increased short positions were Guotai Junan (holding 7,270, increased by 445), Guoxin Futures (holding 2,046, increased by 339), and Haitong Futures (holding 1,792, increased by 222) [1]. - The top three participants with decreased short positions were Dongzheng Futures (holding 13,364, decreased by 1,740), Baocheng Futures (holding 3,782, decreased by 982), and Ping An Futures (holding 4,378, decreased by 805) [1].

Core Insights - The main point of the article is the analysis of the industrial silicon futures market as of June 30, 2025, highlighting changes in trading volume, positions, and the dynamics between long and short positions among major market participants [1][3][4]. Trading Volume and Position Changes - As of June 30, the main contract for industrial silicon (2509) saw a price change of +2.94%, with a trading volume of 1.3773 million contracts and a total open interest showing a net short position among the top 20 participants with a difference of 39,106 contracts [1]. - The total trading volume for all contracts reached 1.8025 million contracts, an increase of 717,000 contracts compared to the previous day [1]. Long and Short Positions - Among the top 20 positions, long positions totaled 368,800 contracts, a decrease of 5,364 contracts from the previous day, while short positions totaled 423,200 contracts, an increase of 6,190 contracts [1]. - The top three long positions were held by Guotai Junan Futures (40,975 contracts), CITIC Securities (37,337 contracts), and CITIC Futures (32,304 contracts) [1][3]. - The top three short positions were also led by Guotai Junan Futures (70,387 contracts), CITIC Securities (43,179 contracts), and CITIC Futures (38,900 contracts) [1][3]. Changes in Major Participants - The top three participants with the largest increase in long positions were Yong'an Futures (14,742 contracts, +6,588), Dongzheng Futures (15,115 contracts, +2,636), and CITIC Securities (20,930 contracts, +1,915) [1]. - Conversely, the top three participants with the largest decrease in long positions were Guotai Junan Futures (24,479 contracts, -3,186), Guotou Futures (6,443 contracts, -2,674), and Huatai Futures (6,432 contracts, -2,618) [1]. - For short positions, the largest increases were seen in CITIC Securities (24,812 contracts, +8,800), Guotai Junan Futures (48,212 contracts, +5,514), and Huatai Futures (14,173 contracts, +3,680) [1].

Core Insights - The main contract for polysilicon (2508) closed at a price increase of 4.55% as of June 30, with a trading volume of 421,200 contracts and a net long position of 4,421 contracts among the top 20 positions [1][3]. Trading Volume and Positions - Total trading volume for all polysilicon contracts reached 553,900 contracts, an increase of 142,600 contracts from the previous day [1]. - Among the top 20 positions, long positions totaled 113,000 contracts, a decrease of 1,762 contracts, while short positions totaled 113,600 contracts, an increase of 5,011 contracts [1]. Major Players - The top three long positions were held by: - CITIC Futures: Total position 20,823 contracts - CITIC Jian Investment: Total position 13,359 contracts - Guotai Junan Futures: Total position 12,483 contracts [1][4]. - The top three short positions were held by: - CITIC Jian Investment: Total position 15,541 contracts - Guotai Junan Futures: Total position 13,540 contracts - CITIC Futures: Total position 12,247 contracts [1][4]. Changes in Positions - The top three increases in long positions were: - Haitong Futures: Position 1,562 contracts, increase 935 contracts - CITIC Futures: Position 7,139 contracts, increase 755 contracts - COFCO Futures: Position 1,675 contracts, increase 469 contracts [1]. - The top three decreases in long positions were: - CITIC Jian Investment: Position 6,488 contracts, decrease 2,283 contracts - Guotai Junan Futures: Position 3,301 contracts, decrease 1,477 contracts - Galaxy Futures: Position 4,404 contracts, decrease 837 contracts [1]. Overall Market Data - The total positions for all contracts showed a total of 724,522 contracts with a net change of 208,920 contracts [4].

Core Insights - The main contract for red dates (2509) closed at a price increase of 2.16% as of June 25, with a trading volume of 188,700 contracts and a net short position of 4,863 contracts among the top 20 positions [1][3]. Trading Volume and Positions - Total trading volume for all red date contracts reached 299,300 contracts, an increase of 25,000 contracts from the previous day [1]. - Among the top 20 positions, long positions totaled 112,800 contracts, up by 17,000 contracts, while short positions totaled 126,400 contracts, an increase of 15,600 contracts [1]. Major Players - The top three long positions were held by Guotai Junan (total position 14,267), CITIC Futures (total position 9,433), and Dongzheng Futures (total position 7,160) [1][4]. - The top three short positions were also held by Guotai Junan (total position 16,512), CITIC Futures (total position 12,662), and COFCO Futures (total position 8,716) [1][4]. Changes in Positions - The top three increases in long positions were from CITIC Futures (position 6,686, increase 1,992), COFCO Futures (position 2,248, increase 734), and Dongzheng Futures (position 3,890, increase 636) [1][3]. - The top three decreases in long positions were from Fangzheng Futures (position 2,108, decrease 59), Huatai Futures (position 1,729, decrease 40), and Zhongzhou Futures (position 1,728, decrease 10) [1][3]. - The top three increases in short positions were from CITIC Futures (position 5,970, increase 1,545), Dongzheng Futures (position 4,834, increase 1,279), and Dongfang Caifu (position 2,223, increase 1,202) [1][3]. - The top three decreases in short positions were from Yide Futures (position 2,646, decrease 1,056), Dadi Futures (position 3,405, decrease 468), and COFCO Futures (position 5,472, decrease 465) [1][3].

Core Insights - The main contract of the CSI 500 Index futures closed at 2509, with an increase of 2.37% as of June 25, 2025, and a trading volume of 44,000 contracts [1] - The total trading volume for all contracts reached 110,400 contracts, an increase of 15,900 contracts compared to the previous day [1] - The top 20 positions showed a net short position with a difference of 6,540 contracts [1] Group 1: Trading Volume and Positions - The total trading volume for the main contract was 44,000 contracts, with a total of 110,400 contracts traded across all contracts [1][4] - The top 20 long positions amounted to 179,500 contracts, an increase of 8,337 contracts from the previous day [1] - The top 20 short positions totaled 192,600 contracts, an increase of 9,233 contracts from the previous day [1] Group 2: Major Players - The top three long positions were held by CITIC Futures (37,561 contracts), Guotai Junan (35,833 contracts), and Haitong Futures (17,092 contracts) [1][4] - The top three short positions were also held by CITIC Futures (45,259 contracts), Guotai Junan (31,010 contracts), and Haitong Futures (16,569 contracts) [1][4] - The largest increase in long positions was seen in Guotai Junan (14,691 contracts, up 974), Dongzheng Futures (5,476 contracts, up 720), and CITIC Futures (16,277 contracts, up 619) [1][3]

Core Insights - The main contract for the 30-year Treasury futures closed at 2509 on June 25, with a slight decrease of 0.22% and a trading volume of 99,200 contracts, indicating a net short position among the top 20 participants with a difference of 4,075 contracts [1][3]. Trading Volume and Positions - Total trading volume for all contracts reached 105,600 contracts, an increase of 2,300 contracts from the previous day [1]. - The top 20 participants held a total of 111,200 long positions, which decreased by 544 contracts, while short positions totaled 118,200, down by 1,876 contracts [1][4]. Major Participants - The top three long positions were held by: - CITIC Futures: Total position 26,416, increased by 130 - Guotai Junan: Total position 17,550, decreased by 121 - Dongzheng Futures: Total position 12,101, decreased by 404 [4]. - The top three short positions were held by: - Dongzheng Futures: Total position 16,062, decreased by 1,611 - Galaxy Futures: Total position 13,294, decreased by 87 - CITIC Futures: Total position 12,443, decreased by 219 [4]. Changes in Positions - Among the top 20 participants, the largest increases in long positions were: - Hongyuan Futures: Position 3,472, increased by 1,177 - Galaxy Futures: Position 5,967, increased by 160 - Haitong Futures: Position 1,737, increased by 96 [1]. - The largest decreases in long positions were: - GF Futures: Position 3,241, decreased by 1,256 - Dongzheng Futures: Position 11,445, decreased by 412 - Yong'an Futures: Position 2,399, decreased by 300 [1]. - The largest increases in short positions were: - Guotai Junan: Position 7,378, increased by 623 -招商期货: Position 2,873, increased by 487 - Guojin Futures: Position 5,081, increased by 98 [1]. - The largest decreases in short positions were: - Dongzheng Futures: Position 15,198, decreased by 1,591 - Guoyuan Futures: Position 1,265, decreased by 669 - CITIC Futures: Position 9,900, decreased by 325 [1].

Core Insights - The main contract for fuel oil (2509) closed at a decrease of 5.96% with a trading volume of 1,086,200 contracts and a net short position among the top 20 positions of 37,409 contracts [1][3]. Trading Volume and Positions - Total trading volume for all fuel oil contracts reached 1,316,900 contracts, a decrease of 431,600 contracts from the previous day [1][4]. - Among the top 20 positions, long positions totaled 284,900 contracts, an increase of 13,700 contracts, while short positions totaled 328,300 contracts, an increase of 23,600 contracts [1][4]. Major Players - The top three long positions were held by Guotai Junan with a total of 33,243 contracts, CITIC Futures with 26,862 contracts, and Dongzheng Futures with 18,270 contracts [1][4]. - The top three short positions were also led by Guotai Junan with 38,170 contracts, followed by Galaxy Futures with 37,829 contracts, and Huatai Futures with 23,272 contracts [1][4]. Changes in Positions - The top three increases in long positions were from: - Founder Futures with an increase of 2,097 contracts to a total of 7,887 contracts - Huishang Futures with an increase of 1,791 contracts to a total of 5,066 contracts - Hongyuan Futures with an increase of 1,598 contracts to a total of 4,014 contracts [1][3]. - The top three decreases in long positions were from: - Guotai Junan with a decrease of 2,243 contracts to a total of 16,705 contracts - Galaxy Futures with a decrease of 1,893 contracts to a total of 6,334 contracts - Everbright Futures with a decrease of 798 contracts to a total of 4,217 contracts [1][3]. Summary of Changes - The top three increases in short positions were from: - Guotai Junan with an increase of 4,144 contracts to a total of 20,766 contracts - Huatai Futures with an increase of 3,471 contracts to a total of 13,014 contracts - Haitong Futures with an increase of 2,107 contracts to a total of 15,471 contracts [1][3]. - The top three decreases in short positions were from: - CITIC Jiantou with a decrease of 3,016 contracts to a total of 6,100 contracts - Guoxin Futures with a decrease of 544 contracts to a total of 2,588 contracts - GF Futures with a decrease of 393 contracts to a total of 3,263 contracts [1][3].

Core Insights - The main contract for the European shipping index futures closed at 2508 on June 25, with a decrease of 3.07% and a trading volume of 50,800 contracts, indicating a net short position among the top 20 holders with a difference of 1,286 contracts [1][3]. Trading Volume and Positions - Total trading volume for all contracts was 71,200 contracts, down by 30,100 contracts from the previous day [1][4]. - Among the top 20 holders, long positions totaled 41,800 contracts, a decrease of 1,200 contracts, while short positions totaled 46,300 contracts, a decrease of 710 contracts [1][4]. Major Players - The top three long positions were held by Guotai Junan with 4,649 contracts, CITIC Futures with 4,530 contracts, and Huatai Futures with 2,836 contracts [1][3]. - The top three short positions were held by Guotai Junan with 5,764 contracts, Dongzheng Futures with 3,840 contracts, and CITIC Futures with 3,666 contracts [1][3]. Changes in Positions - The top three increases in long positions were from Guoxin Futures (+131), Dongfang Caifu (+110), and Dongzheng Futures (+78) [1][3]. - The top three decreases in long positions were from CITIC Futures (-407), Huatai Futures (-374), and Haitong Futures (-162) [1][3]. - The top three increases in short positions were from Fangzheng Zhongqi (+249), Dongzheng Futures (+214), and Yong'an Futures (+195) [1][3]. - The top three decreases in short positions were from Guotai Junan (-553), CITIC Futures (-371), and Huatai Futures (-294) [1][3].

Core Insights - The main contract for the European shipping index futures closed at 2508, with a decrease of 7.00% and a trading volume of 71,600 contracts as of June 24 [1][3] - The total trading volume for all contracts reached 101,400 contracts, an increase of 1,080 contracts compared to the previous day [1][4] Position Data Summary - The top 20 positions showed a net short position with a difference of 938 contracts [1] - Among the top 20 positions, long positions totaled 43,200 contracts, a decrease of 1,075 contracts, while short positions totaled 47,200 contracts, a decrease of 1,957 contracts [1][4] Major Players - The top three long positions were held by CITIC Futures (5,019 contracts), Guotai Junan (4,857 contracts), and Huatai Futures (3,151 contracts) [1][4] - The top three short positions were held by Guotai Junan (6,651 contracts), CITIC Futures (4,161 contracts), and Dongzheng Futures (3,578 contracts) [1][4] Changes in Long Positions - The top three increases in long positions were from CITIC Futures (2,490 contracts, +301), Guoxin Futures (1,020 contracts, +160), and Founder Futures (1,132 contracts, +122) [1] - The top three decreases in long positions were from Guotai Junan (2,740 contracts, -447), Huishang Futures (1,334 contracts, -308), and Dongfang Caifu (1,254 contracts, -255) [1] Changes in Short Positions - The top three increases in short positions were from Huishang Futures (1,395 contracts, +166), Donghai Futures (698 contracts, +164), and CITIC Futures (2,541 contracts, +160) [1] - The top three decreases in short positions were from Galaxy Futures (1,230 contracts, -810), Guotai Junan (3,662 contracts, -608), and Dongzheng Futures (1,989 contracts, -527) [1]