燃料油 空头优势减弱

Core Viewpoint - The fuel oil futures contract 2601 experienced a decline in price, with a significant increase in open interest, indicating a mixed sentiment among traders [1][4]. Group 1: Market Performance - The price of fuel oil futures 2601 dropped to a low of 2649 yuan/ton, with the trading price center moving down to around 2680 yuan/ton [1]. - Open interest increased by 5289 contracts, reaching a total of 257,652 contracts, marking a growth of 2.10% [1]. Group 2: Long and Short Positions - Among the top 20 positions, both long and short positions increased, with long positions rising by 3060 contracts to 143,800 contracts, while short positions increased by 464 contracts to 194,617 contracts [1]. - The net short position decreased to 50,817 contracts, indicating a stronger accumulation of long positions compared to short positions [4]. Group 3: Trading Behavior - In the top 20 long positions, 15 entities increased their long positions, with three firms—Guotai Junan Futures, CITIC Futures, and Dongzheng Futures—adding over 500 contracts each [1]. - In the top 20 short positions, 13 entities increased their short positions, with five firms—CITIC Futures, Dongzheng Futures, Galaxy Futures, Ruida Futures, and Baocheng Futures—adding over 500 contracts each [2]. Group 4: Market Sentiment - Only one entity in the top 20 positions switched from long to short, indicating a cautious outlook on the potential for a rebound in fuel oil prices [4]. - Two entities switched from short to long, suggesting some traders see a potential for price recovery after recent declines [4].