每日期货全景复盘7.24：焦煤今日稳步上涨，再度收于涨停价位！

Market Overview - The market shows a clear bullish sentiment with 46 contracts rising and 31 contracts falling today, indicating increased trading activity in upward-moving varieties [2] - The main contracts with significant price increases include焦煤2509 (+7.97%), 碳酸锂2509 (+7.21%), and 玻璃2509 (+6.87%), driven by supply and demand factors [4] Fund Flow - The most significant inflows were seen in 碳酸锂2509 (1.674 billion), 中证1000 2509 (846 million), and 沪深300 2509 (803 million), indicating strong interest from major funds [6] - Conversely, the largest outflows were from 沪金2510 (-2.829 billion), 纯碱2509 (-2.52 billion), and 沪银2510 (-954 million), suggesting a withdrawal of funds from these contracts [6] Position Changes - Notable increases in open interest were observed in 碳酸锂2509 (+20.62%), 焦煤2509 (+13.02%), and 沪铅2509 (+12.40%), indicating new funds entering the market and high trading enthusiasm [8] - Significant decreases in open interest were noted in 棉纱2509 (-12.76%), 纯碱2509 (-10.66%), and 豆粕2509 (-9.27%), suggesting a withdrawal of major funds and warranting attention for future performance [8] Industry Insights - Recommendations for the multi-crystalline silicon and photovoltaic industry emphasize the need for careful planning to avoid blind investment cycles, with a focus on international collaboration and long-term strategic goals [9] - The domestic pure soda inventory decreased by 2.15% to 1.8646 million tons, indicating a slight reduction in stock levels, although overall inventory remains historically high [10][11] - The production of rebar steel increased by 1.39% to 2.1196 million tons, with a notable increase in demand from steel mills, suggesting a resilient market despite potential short-term corrections [12][15] Commodity Specific Analysis - The焦煤 market is experiencing upward pressure due to supply constraints and strong demand from steel mills, with prices reaching a five-month high [18] - The碳酸锂 market is influenced by supply uncertainties and strong speculative interest, with prices hitting a new high, although long-term supply from South American projects may limit further increases [19][20] - The玻璃 market is buoyed by positive macroeconomic sentiment and inventory reductions, with prices reaching a five-month high, although future performance will depend on policy developments and demand from the real estate sector [21]