商品日报（7月30日）：多晶硅临收盘再触涨停 棉花走出“六连跌”

Group 1: Commodity Market Overview - The domestic commodity futures market saw most contracts rise on July 30, with polysilicon leading the gains, up over 8%, followed by焦炭 (coke) up 4%, and菜粕 (rapeseed meal) up over 3% [1][2] - The China Securities Commodity Futures Price Index closed at 1445.52 points, up 9.09 points or 0.63% from the previous trading day, while the China Securities Commodity Futures Index closed at 2007.52 points, up 12.63 points or 0.63% [1] Group 2: Polysilicon and Related Products - Polysilicon surged nearly 9% at the close, leading the commodity market, with industrial silicon and焦煤 (coking coal) also rising over 2% [2] - Despite recent market rumors being clarified by the photovoltaic association, the optimistic sentiment in the market remains strong, driven by rising polysilicon prices affecting downstream photovoltaic cell industries [2] - However, there are concerns regarding the transmission of price increases to downstream components due to weak terminal demand, leading to cautious outlooks from analysts [2] Group 3: Oil and Gas Sector - The oil and gas sector showed a mild strengthening trend, with international oil prices rising over 3% amid increased pressure on Russia, pushing WTI crude oil closer to $70 per barrel [3] - SC crude oil opened high and closed up 2.7%, while high and low sulfur fuel oils rose by 1.48% and 2.49%, respectively, reaching new highs [3] - The market's concerns about trade tensions have eased, improving demand expectations for oil products, supported by the consumption peak in the Northern Hemisphere [3] Group 4: Cotton and Pulp Market - The cotton market continued its weak performance, with cotton futures experiencing a "six consecutive declines," with main contracts down 1.89% and 1.34% for cotton and cotton yarn, respectively [4][6] - The cotton market is currently in a traditional consumption off-season, but expectations for increased terminal consumption as the "golden September and silver October" approach are noted [4] - Pulp futures have also seen a decline of over 1% as market sentiment wanes, with high supply and inventory levels leading to significant pressure [7]