股指期货持仓日度跟踪-20250730

Report Summary 1. Investment Rating No investment rating for the industry is provided in the report. 2. Core View The report presents a daily tracking of the positions of stock index futures, including the total positions and the changes in the positions of the top 20 long and short seats for IF, IH, IC, and IM futures on July 29, 2025 [1][5][12]. 3. Summary by Related Catalogs IF Futures - Total position: The total position of the IF variety decreased by 4,319 contracts on July 29, with the position of the main contract 2509 decreasing by 3,158 contracts [5]. - Top 20 long seats: Guotai Junan Futures ranked first with a total position of 43,469 contracts. Huatai Futures had the largest increase in long positions, adding 518 contracts, while Guotou Futures had the largest decrease, reducing 1,197 contracts [6]. - Top 20 short seats: CITIC Futures ranked first with a total position of 48,016 contracts. Guoxin Futures had the largest increase in short positions, adding 335 contracts, while CITIC Futures had the largest decrease, reducing 1,370 contracts [8]. IH Futures - Total position: The total position of the IH variety decreased by 1,993 contracts on July 29, with the position of the main contract 2509 decreasing by 403 contracts. The total position remained relatively stable overall [13]. - Top 20 long seats: Guotai Junan Futures ranked first with a total position of 11,110 contracts. Guotou Futures had the largest increase in long positions, adding 162 contracts, while CITIC Futures had the largest decrease, reducing 707 contracts [14]. - Top 20 short seats: CITIC Futures ranked first with a total position of 19,561 contracts. Shenyin Wanguo Futures had the largest increase in short positions, adding 233 contracts, while CITIC Futures had the largest decrease, reducing 781 contracts [15]. IC Futures - Total position: The total position of the IC variety decreased by 3,909 contracts on July 29, with the position of the main contract 2509 decreasing by 2,825 contracts [20]. - Top 20 long seats: Guotai Junan Futures ranked first with a total position of 34,825 contracts. Guotai Junan Futures had the largest increase in long positions, adding 576 contracts, while Dongzheng Futures had the largest decrease, reducing 1,277 contracts [21]. - Top 20 short seats: CITIC Futures ranked first with a total position of 39,535 contracts. Guotai Junan Futures had the largest increase in short positions, adding 694 contracts, while Dongzheng Futures had the largest decrease, reducing 1,525 contracts [22]. IM Futures - Total position: The total position of the IM variety decreased by 8,839 contracts on July 29, with the position of the main contract 2509 decreasing by 5,877 contracts. The total position decreased significantly [26]. - Top 20 long seats: Guotai Junan Futures ranked first with a total position of 44,516 contracts. Guotai Junan Futures had the largest increase in long positions, adding 401 contracts, while Zhongtai Futures had the largest decrease, reducing 1,127 contracts [26]. - Top 20 short seats: CITIC Futures ranked first with a total position of 64,606 contracts. Yong'an Futures had the largest increase in short positions, adding 145 contracts, while CITIC Futures had the largest decrease, reducing 1,789 contracts [28].