商品日报（6月30日）：工业硅、焦煤等冲高回落 多晶硅涨超4%

Group 1 - The China Securities Commodity Futures Price Index closed at 1375.74 points, down 3.17 points or 0.23% from the previous trading day [1] - The China Securities Commodity Futures Index closed at 1907.36 points, down 4.39 points or 0.23% from the previous trading day [1] Group 2 - The photovoltaic industry chain continues to show strength, with industrial silicon contracts hitting the limit up before retreating, closing with a 2.94% increase, while polysilicon surged by 4.55%, leading the domestic commodity market [3] - Multiple factors are driving the upward momentum for industrial silicon, including strong policy expectations for "price limits and production guarantees" in the photovoltaic sector, rumors of major manufacturers reducing production, and rising coking coal prices supporting costs [3] - Despite the optimistic sentiment, the market is cautious as downstream demand remains limited, and short-term feedback pressure on photovoltaic raw materials persists, which may restrict the upward price potential [4] Group 3 - Coking coal prices rebounded significantly due to production cuts in Shanxi and Inner Mongolia, but prices retreated as market expectations shifted towards a recovery in coal supply post safety inspections [5] - The European shipping index continues to decline, reflecting a pessimistic market outlook, with previous price increases in the US market not sustaining, leading to downward pressure on European rates [5] - Analysts suggest a cautious approach to trading strategies, recommending short positions on high prices while acknowledging limited downward space for future contracts [5]