商品日报（8月1日）：焦煤跌超7% 碳酸锂逆势收涨

Group 1: Market Overview - The domestic commodity futures market saw a majority decline on August 1, with coking coal futures leading the drop at over 7% [1][2] - The China Securities Commodity Futures Price Index closed at 1423.84 points, down 9.41 points or 0.66% from the previous trading day [1] Group 2: Coking Coal - Coking coal futures approached the limit down, closing with a 7.34% decline, driven by weakening market sentiment and a shift from bullish to bearish outlook [2] - The previous bullish sentiment was based on "anti-involution" policies, but current production levels in key regions like Shanxi and Inner Mongolia have stabilized, leading to a reassessment of the market [2] Group 3: Industrial Silicon - Industrial silicon futures continued their downward trend, closing with a 4.06% decline, as market sentiment shifted back to fundamentals [3] - The supply-demand dynamics are changing, with increased production from major plants and a decrease in demand due to a fire at a downstream organic silicon plant [3] Group 4: Other Commodities - Glass and polysilicon futures recorded declines of 3.84% and 3.03% respectively, while coking coal also fell by 3% [4] - Lithium carbonate saw a rebound of 1.59%, attributed to a 7.3% decrease in domestic production and a significant drop in inventory [5] - Red dates futures increased by 1.58%, supported by concerns over lower production and increased demand in southern markets [7]