市场流动性：2025.8.1多板块成交持仓有变动

Summary of Market Transactions and Positions as of August 1, 2025 Core Insights - The report provides a detailed overview of transaction volumes and positions across various market sectors, indicating significant changes in trading activity compared to previous periods [1]. Group 1: Stock Index Sector - Stock index transactions amounted to 550.37 billion yuan, showing a decrease of 26.82% from the previous period [1] - The holding amount in this sector was 1103.066 billion yuan, reflecting a decline of 3.12% [1] - The transaction-to-holding ratio stood at 49.35% [1] Group 2: Government Bonds Sector - Government bond transactions totaled 382.529 billion yuan, down by 7.03% [1] - The holding amount for government bonds was 865.329 billion yuan, with a slight decrease of 0.25% [1] - The transaction-to-holding ratio was recorded at 44.77% [1] Group 3: Base Metals Sector - Base metals transactions reached 449.204 billion yuan, a significant drop of 25.58% [1] - The holding amount in this sector was 482.903 billion yuan, decreasing by 1.72% [1] - The transaction-to-holding ratio was notably high at 107.44% [1] Group 4: Precious Metals Sector - Precious metals transactions were 278.766 billion yuan, reflecting a substantial decline of 36.55% [1] - The holding amount for precious metals was 438.786 billion yuan, with a minor decrease of 0.28% [1] - The transaction-to-holding ratio was 82.47% [1] Group 5: Energy and Chemicals Sector - Energy and chemicals transactions totaled 447.496 billion yuan, down by 12.28% [1] - The holding amount in this sector was 414.450 billion yuan, showing a slight decrease of 1.19% [1] - The transaction-to-holding ratio was 93.58% [1] Group 6: Agricultural Products Sector - Agricultural products transactions amounted to 320.812 billion yuan, with a minor decrease of 0.97% [1] - The holding amount for agricultural products was 571.980 billion yuan, reflecting a slight increase of 0.67% [1] - The transaction-to-holding ratio was 49.16% [1] Group 7: Black Building Materials Sector - Black building materials transactions reached 495.117 billion yuan, down by 9.48% [1] - The holding amount in this sector was 372.928 billion yuan, decreasing by 1.44% [1] - The transaction-to-holding ratio was notably high at 125.45% [1]