每日期货全景复盘7.10：短期多晶硅仍处于去库存阶段，期货上涨幅度或受拖累

Group 1 - The market shows a strong bullish sentiment with 61 contracts rising and 16 contracts falling today, indicating increased trading activity in upward-moving varieties [2][6] - The top gainers include polysilicon (+5.50%), glass (+5.25%), and coking coal (+4.24%), significantly influenced by supply and demand dynamics [6] - The largest inflows of capital were seen in the CSI 1000 (+2.34 billion), CSI 300 (+2.232 billion), and SSE 50 (+1.44 billion), while the largest outflows were in copper (-0.978 billion), soda ash (-0.616 billion), and glass (-0.374 billion) [8] Group 2 - The inventory of float glass has decreased to a two-and-a-half-month low, with a reduction of 1.983 million heavy boxes, indicating a tightening supply [11] - Malaysia's palm oil inventory reached an 18-month high, with June exports falling by 10.52% and production down by 4.48%, suggesting a bearish outlook for palm oil [12] - As of July 10, rebar production and inventory have shifted from increases to decreases, with production down by 2% and social inventory down by 1.44% [13] Group 3 - The U.S. plans to impose a 50% tariff on copper starting August 1, 2025, which may impact the copper market significantly [14] - Domestic soda ash inventory has reached historical highs, with a week-on-week increase of 2.98%, indicating potential oversupply issues [15] - Brazil's soybean production for the 2024/2025 season is projected to reach 169.6058 million tons, a 14.8% increase year-on-year, reflecting strong agricultural output [16] Group 4 - The glass main contract rose by 5.25% due to expectations of reduced production, which is likely to support prices [20] - The polysilicon main contract increased by 5.50%, but the market is still in a destocking phase, which may limit further price increases [21] - The caustic soda main contract rose by 3.64%, supported by improved macroeconomic sentiment and stable demand [23]