每日期货全景复盘9.11：焦煤价格反弹，为何机构认为空间有限？

Market Overview - The futures market shows a bullish sentiment with 51 contracts rising and 27 contracts falling, indicating increased trading activity in upward-moving varieties [2] - The top gainers include 中证2509 (+3.44%), 中证1000 2509 (+2.94%), and 沪深2509 (+2.64%), reflecting strong demand in these sectors [5] - The largest capital inflows were seen in 沪深300 2509 (1.584 billion), 中证500 2509 (1.533 billion), and 上证50 2509 (680 million), suggesting significant interest from major funds [8] Supply and Demand Dynamics - Malaysia's palm oil production decreased by 3.17% compared to the previous month, impacting supply levels [12] - The total inventory of float glass in China decreased by 2.33%, indicating improved demand and market conditions in most regions except for 华南 and 西南 [13] - The rebar steel production has seen a decline for two consecutive weeks, with a notable increase in social inventory, suggesting a potential oversupply situation [15] Commodity Specific Insights - Industrial silicon futures are stabilizing with a short-term upward trend, driven by market dynamics and potential policy changes affecting supply [22] - Coking coal futures are experiencing limited rebound potential due to ongoing supply-demand imbalances and market sentiment [23] - The European shipping index has dropped significantly by 5.28%, attributed to seasonal demand fluctuations and competitive pricing pressures [25] Future Outlook - Upcoming data releases include Brazil's soybean and corn production figures, which are expected to show record highs, and the U.S. CPI data that may influence market expectations [18][19] - The Chinese Ministry of Agriculture is set to release its monthly supply and demand report, which may further impact agricultural commodity prices [20]