金融界7月2日消息，上证指数高开震荡，中证上海国企指数 (上海国企，950096)下跌0.22%，报1364.72 点，成交额163.1亿元。 数据统计显示，中证上海国企指数近一个月上涨2.69%，近三个月上涨2.65%，年至今下跌3.68%。 据了解，中证上海国企指数以上海市（含区县）国资控股以及重要参股的上市公司证券为待选样本，结 合盈利能力、成长能力、股东回报水平等进行选样，以反映基本面情况较好的上海国资国企相关上市公 司证券的整体表现。该指数以2012年12月31日为基日，以1000.0点为基点。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。在下一个定期 调整日前，权重因子一般固定不变。特殊情况下将对指数进行临时调整。当样本退市时，将其从指数样 本中剔除。样本公司发生收购、合并、分拆等情形的处理，参照计算与维护细则处理。 跟踪上海国企的公募基金包括：汇添富中证上海国企ETF联接A、汇添富中证上海国企ETF联接C、汇添 富中证上海国企ETF。 来源：金融界 从指数持仓来看，中证 ...

FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年6月30日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 國泰海通證券股份有限公司(「本公司」) 呈交日期: 2025年7月2日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02611 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 3,505,759,848 | RMB | | 1 RMB | | 3,505,759,848 | | 增加 / 減少 (-) | | | 0 | | | RMB | | 0 | | 本月底結存 | | | 3,505,759,848 | RMB | | 1 RMB | | 3,505,759,848 | | 2. 股份分類 | ...

公司名稱： 國泰海通證券股份有限公司(「本公司」) 呈交日期： 2025年7月2日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 | 第一章節 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 A | | 於香港聯交所上市 | 否 | | | 證券代號 (如上市) | | 說明 | A股於上海證券交易所上市(證券代號: 601211) | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | 庫存股份變動 | | | | | 事件 | 已發行股份（不包括庫存股份） ...

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、 ...

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]

Core Insights - The main contract for soybean futures (豆一) closed at a decrease of 0.48% on July 1, with a trading volume of 113,200 contracts and a net short position of 3,338 contracts among the top 20 positions [1][2] Trading Volume and Positions - Total trading volume for all soybean futures contracts reached 138,200 contracts, an increase of 1,730 contracts from the previous day [1] - Among the top 20 positions, long positions totaled 218,800 contracts, a decrease of 2,226 contracts, while short positions totaled 223,600 contracts, a decrease of 517 contracts [1] Major Players - The top three long positions were held by: - CITIC Futures with a total position of 39,957 contracts - Haitong Futures with a total position of 31,962 contracts - Yong'an Futures with a total position of 22,139 contracts [1] - The top three short positions were held by: - Guotai Junan with a total position of 33,301 contracts - CITIC Futures with a total position of 20,357 contracts - Dongzheng Futures with a total position of 18,394 contracts [1] Changes in Positions - The top three increases in long positions were: - Guotai Futures with an increase of 1,323 contracts to a total of 3,338 contracts - Yong'an Futures with an increase of 848 contracts to a total of 15,944 contracts - Yide Futures with an increase of 786 contracts to a total of 4,432 contracts [1] - The top three decreases in long positions were: - Qiankun Futures with a decrease of 3,040 contracts to a total of 13,206 contracts - CITIC Futures with a decrease of 2,456 contracts to a total of 30,659 contracts - Morgan Stanley with a decrease of 1,062 contracts to a total of 4,984 contracts [1] Short Position Changes - The top three increases in short positions were: - Morgan Stanley with an increase of 1,990 contracts to a total of 5,029 contracts - Qiankun Futures with an increase of 1,873 contracts to a total of 14,541 contracts - UBS Futures with an increase of 1,760 contracts to a total of 2,984 contracts [1] - The top three decreases in short positions were: - Dongzheng Futures with a decrease of 2,401 contracts to a total of 16,082 contracts - Ruida Futures with a decrease of 1,495 contracts to a total of 4,371 contracts - Yide Futures with a decrease of 1,390 contracts to a total of 7,030 contracts [1]

Group 1 - The core viewpoint of the article is that Wuhan Heyuan Biotechnology Co., Ltd. has been approved for IPO by the Shanghai Stock Exchange, marking it as the 30th company to pass this year [1] - Heyuan Biotechnology is an innovative biopharmaceutical company with a leading global plant-based bioreactor technology platform, focusing on products including pharmaceuticals, pharmaceutical excipients, and research reagents [1][2] - The company plans to issue 89.45 million shares, accounting for 25.02% of the total share capital post-issue, and aims to raise 240 million yuan for projects including the construction of a human serum albumin industrialization base and new drug research and development [2] Group 2 - The controlling shareholder and actual controller of the company is Yang Daichang, who holds 40.29 million shares, representing 15.03% of the total share capital, and indirectly controls an additional 10.05 million shares, totaling 18.78% [2] - The main questions raised during the listing committee meeting included inquiries about the advanced nature of the core technologies, market space estimation for the drug HY1001, and safety compliance measures for the production of medicinal rice [3]