沥青,空头优势增强
Bao Cheng Qi Huo·2025-11-18 08:51

Report Summary 1) Report Industry Investment Rating No information provided. 2) Core View of the Report The net short position of the asphalt futures 2601 contract has expanded, and the number of seats switching from long to short exceeds those switching from short to long, indicating an enhanced advantage for the bears. It is expected that the asphalt futures will maintain a weak and volatile trend in the future [6]. 3) Summary by Related Content Market Performance - Yesterday, the asphalt futures 2601 contract showed a volume - shrinking adjustment. The lowest price during the session dropped to 3027 yuan/ton, and it closed at 3032 yuan/ton. The open interest increased slightly by 1726 lots to 194477 lots [3]. Long - Position Changes of Top 20 Seats - Among the top 20 long - position seats of the asphalt futures 2601 contract, 10 seats increased their long positions. One seat, Dongzheng Futures, increased by 1412 lots. Eight seats increased between 100 and 1000 lots, and 1 seat increased by less than 100 lots [3]. Short - Position Changes of Top 20 Seats - Among the top 20 short - position seats, 13 seats increased their short positions. Three seats, Guotai Junan Futures, Galaxy Futures, and Dongzheng Futures, increased by over 1000 lots. Seven seats increased between 100 and 1000 lots, and 3 seats increased by less than 100 lots [4]. Position - Switching Operations - Two seats among the top 20 long and short seats carried out long - to - short operations, while no seats carried out short - to - long operations [6].