证券代码：603701 证券简称：永安期货 公告编号：2025-040 永安期货股份有限公司 关于子公司浙江中邦实业发展有限公司 为子公司永安(新加坡)国际贸易有限公司 提供担保的进展公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 担保对象及基本情况 | | | 被担保人名称 本次担保金额 | 永安(新加坡)国际贸易有限公司 （以下简称"永安新加坡"） 2,000 | 万元 | | | --- | --- | --- | --- | --- | --- | | 担 | 保 对 | | | | | | 象 | | 实际为其提供的担保余额 | 2,000 | 万元 | | | | | 是否在前期预计额度内 | 是 | □否 | □不适用：_________ | | | | 本次担保是否有反担保 | □是 | 否 | □不适用：_________ | 累计担保情况 本次担保事项在 2024 年年度股东大会审议通过的担保额度和被担保对象范 围内，不存在损害公司和股东，特别是中小股东利益的情形。 （二）内部决策 ...

Core Insights - The main contract for red dates (2601) experienced a decline of 4.80% as of July 4, with a trading volume of 419,000 contracts and a net short position of 10,521 contracts among the top 20 positions [1][3]. Trading Volume and Positions - Total trading volume for all red date contracts reached 612,800 contracts, an increase of 16,070 contracts from the previous day [1]. - Among the top 20 positions, long positions totaled 121,900 contracts, a decrease of 13,200 contracts, while short positions totaled 137,600 contracts, a decrease of 13,300 contracts [1]. Major Players - The top three long positions were held by Guotai Junan (14,261 contracts), Zheshang Futures (11,983 contracts), and Citic Futures (9,940 contracts) [1]. - The top three short positions were also led by Guotai Junan (23,240 contracts), Citic Futures (11,487 contracts), and Yong'an Futures (8,554 contracts) [1]. Changes in Positions - The top three increases in long positions were from Dongfang Caifu (2,076 contracts, an increase of 1,022), Galaxy Futures (3,693 contracts, an increase of 913), and Citic Jiantou (3,016 contracts, an increase of 718) [1]. - The top three decreases in long positions were from Citic Futures (4,540 contracts, a decrease of 1,035), GF Futures (3,659 contracts, a decrease of 938), and Founder Futures (3,998 contracts, a decrease of 663) [1]. Short Position Changes - The top three increases in short positions were from Guotai Junan (13,872 contracts, an increase of 2,550), Huatai Futures (4,464 contracts, an increase of 735), and Guotou Futures (2,452 contracts, an increase of 471) [1]. - The top three decreases in short positions were from Dongzheng Futures (4,074 contracts, a decrease of 1,949), COFCO Futures (4,717 contracts, a decrease of 1,363), and Citic Futures (7,447 contracts, a decrease of 1,261) [1].

Core Insights - The main contract for iron ore (2509) closed at a price increase of 2.45% on July 3, with a trading volume of 452,100 contracts and a net short position of 26,427 contracts among the top 20 positions [1][3]. Trading Volume and Positions - Total trading volume for all iron ore contracts reached 578,000 contracts, a decrease of 7,420 contracts from the previous day [1]. - Among the top 20 positions, long positions totaled 687,900 contracts, an increase of 10,800 contracts, while short positions totaled 727,500 contracts, an increase of 5,325 contracts [1]. Major Players - The top three long positions were held by Guotai Junan (total position 70,156), CITIC Futures (total position 64,326), and Yong'an Futures (total position 61,850) [1]. - The top three short positions were held by Guotai Junan (total position 72,223), CITIC Futures (total position 71,161), and Galaxy Futures (total position 66,431) [1]. Changes in Long Positions - The top three increases in long positions were from JPMorgan (holding 12,855 contracts, an increase of 3,783), Guotai Junan (holding 35,349 contracts, an increase of 3,065), and Shenwan Hongyuan (holding 12,320 contracts, an increase of 2,248) [1][3]. - The top three decreases in long positions were from Nanhua Futures (holding 10,572 contracts, a decrease of 2,442), Yong'an Futures (holding 43,503 contracts, a decrease of 1,267), and CITIC Futures (holding 45,483 contracts, a decrease of 1,154) [1]. Changes in Short Positions - The top three increases in short positions were from Guotai Junan (holding 37,304 contracts, an increase of 3,834), Founder Futures (holding 26,189 contracts, an increase of 3,462), and Huatai Futures (holding 24,818 contracts, an increase of 2,580) [1][3]. - The top three decreases in short positions were from Yide Futures (holding 11,947 contracts, a decrease of 20,027), CITIC Futures (holding 49,401 contracts, a decrease of 4,453), and Yong'an Futures (holding 34,482 contracts, a decrease of 1,074) [1].

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].

Group 1 - The company plans to repurchase its shares using its own funds through centralized bidding, with a maximum repurchase price of 18.63 RMB per share and a total repurchase amount between 0.5 billion RMB and 1 billion RMB [1][2] - The repurchased shares will be used to reduce the company's registered capital, and creditors have the right to request debt repayment or guarantees within specified timeframes [2][3] - Creditors must provide valid documentation to claim their debts, and the company has outlined the necessary materials and procedures for debt declaration [3]

本公司董事会及全体董事保证本公告内容不存在任何虚假 记载、误导性陈述或者重大遗漏，并对其内容的真实性、准确性 和完整性承担法律责任。 一、通知债权人的原因 证券代码：600927 证券简称：永安期货 公告编号：2025-039 永安期货股份有限公司 关于回购公司股份暨减少注册资本通知债权人的公告 （二）债权申报的具体方式 1.申报时间：自本公告之日起 45 日内 永安期货股份有限公司（以下简称"公司"）分别于 2025 年 6 月 3 日和 2025 年 6 月 30 日召开第四届董事会第十一次会议和 2025 年第一次临时股东大会，审议通过《关于以集中竞价交易方 式回购公司股份方案的议案》，同意公司以自有资金通过集中竞 价交易方式回购公司部分人民币普通股（A 股）股票，用于减少 注册资本。本次回购价格不超过 18.63 元/股，回购资金总额不低 于人民币 0.5 亿元（含）且不超过人民币 1 亿元（含），回购期限 自股东大会审议通过方案之日起不超过 12 个月内。 按照本次回购金额下限人民币 0.5 亿元（含），回购价格上限 18.63 元/股进行测算，回购数量约为 2,683,844 股，回购股份比例 约 ...

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 ...

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]

焦炭日报 研究中心黑色团队 2025/7/2 | | 最新 | 日变化 | 周变化 | 月变化 同比 | | 最新 | 日变化 | 周变化 | 月变化 同比 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 山西准一湿熄 | 1153.65 | 0.00 | 0.00 | -129.81 | -40.84% 高炉开工率 | 90.83 | | 0.04 | 0.14 | 1.19% | | 河北准一湿熄 | 1375.00 | 0.00 | 0.00 | -150.00 | -37.21% 铁水日均产量 | 242.29 | | 0.11 | 0.38 | 1.19% | | 山东准一干熄 | 1330.00 | 0.00 | 0.00 | -130.00 | -40.36% 盘面0 5 | 1463.5 | -41.50 | 23.00 | 104.00 | -37.20% | | 江苏准一干熄 | 1370.00 | 0.00 | 0.00 | -130.00 | -39.65% 盘面0 9 | 1398 | ...