股指期货持仓日度跟踪-20250728

Report Summary 1. Report Industry Investment Rating - Not provided in the given content 2. Core View of the Report - The report presents a daily tracking of the positions of stock index futures, including IF, IH, IC, and IM, showing that on July 25, 2025, the total positions of IF and IM decreased significantly, while those of IH and IC decreased slightly [1][5][11][17][22] 3. Summary by Related Catalogs IF - Total Position and Main Contract Position Changes: On July 25, the total position of the IF variety decreased by 11,192 hands, and the position of the main contract 2509 decreased by 7,721 hands [5] - Top Twenty Long Position Seats: Among the top twenty long position seats of the IF variety on that day, Guotai Junan Futures ranked first with a total position of 43,899 hands. Everbright Futures had the most long - position increase, with an intraday increase of 373 hands, while CITIC Futures had the most long - position decrease, with an intraday decrease of 2,766 hands [6] - Top Twenty Short Position Seats: Among the top twenty short position seats of the IF variety on that day, CITIC Futures ranked first with a total position of 48,478 hands. Shenyin Wanguo Futures had the most short - position increase, with an intraday increase of 99 hands, and CITIC Futures had the most short - position decrease, with an intraday decrease of 2,118 hands [8] IH - Total Position and Main Contract Position Changes: On July 25, the total position of the IH variety decreased by 3,451 hands, and the position of the main contract 2509 decreased by 2,625 hands [11] - Top Twenty Long Position Seats: Among the top twenty long position seats of the IH variety on that day, Guotai Junan Futures ranked first with a total position of 11,273 hands. Everbright Futures had the most long - position increase, with an intraday increase of 340 hands, and CITIC Futures had the most long - position decrease, with an intraday decrease of 1,001 hands [12] - Top Twenty Short Position Seats: Among the top twenty short position seats of the IH variety on that day, CITIC Futures ranked first with a total position of 19,640 hands. Everbright Futures had the most short - position increase, with an intraday increase of 940 hands, and CITIC Futures had the most short - position decrease, with an intraday decrease of 1,231 hands [13] IC - Total Position and Main Contract Position Changes: On July 25, the total position of the IC variety decreased by 4,233 hands, and the position of the main contract 2509 decreased by 2,797 hands [17] - Top Twenty Long Position Seats: Among the top twenty long position seats of the IC variety on that day, Guotai Junan Futures ranked first with a total position of 33,265 hands. Guotou Futures had the most long - position increase, with an intraday increase of 392 hands, and CITIC Futures had the most long - position decrease, with an intraday decrease of 1,211 hands [17] - Top Twenty Short Position Seats: Among the top twenty short position seats of the IC variety on that day, CITIC Futures ranked first with a total position of 41,584 hands. Haitong Futures had the most short - position increase, with an intraday increase of 456 hands, and Dongzheng Futures had the most short - position decrease, with an intraday decrease of 1,416 hands [18] IM - Total Position and Main Contract Position Changes: On July 25, the total position of the IM variety decreased by 11,290 hands, and the position of the main contract 2509 decreased by 8,546 hands [22] - Top Twenty Long Position Seats: Among the top twenty long position seats of the IM variety on that day, Guotai Junan Futures ranked first with a total position of 42,332 hands. Shenyin Wanguo Futures had the most long - position increase, with an intraday increase of 1,056 hands, and Guotai Junan Futures had the most long - position decrease, with an intraday decrease of 4,057 hands [22] - Top Twenty Short Position Seats: Among the top twenty short position seats of the IM variety on that day, CITIC Futures ranked first with a total position of 64,643 hands. J.P. Morgan had the most short - position increase, with an intraday increase of 536 hands, and Guotai Junan Futures had the most short - position decrease, with an intraday decrease of 4,459 hands [24]