刚刚,开盘大跳水!
中国基金报·2025-07-28 02:20

Core Viewpoint - The domestic commodity futures market opened with widespread declines, particularly in the black series and new energy materials, indicating a bearish trend in the market [1]. Group 1: Market Performance - The black series, including coking coal, saw significant declines, with coking coal dropping over 7%, and other materials like polysilicon, coke, lithium carbonate, soda ash, alumina, and industrial silicon also experiencing declines exceeding 5% [2]. - Specific futures prices included coking coal at 1145.0, down 91.5 or 7.40%, and polysilicon at 49155, down 3315 or 6.32% [4]. - The overall trading volume for coking coal reached 273 million, with a total open interest of 41.76 million [4]. Group 2: Market Sentiment and Trends - Market sentiment was initially bullish due to policies encouraging production, leading to a significant increase in coking coal prices, with a weekly increase of 36% for JM2509 [5]. - However, the market is now facing a cooling effect due to exchange interventions and a more rational outlook on crude steel demand, which may negatively impact price trends [5]. - The industrial silicon market is experiencing upward pressure, but resistance is expected as prices exceed 9500 yuan per ton, suggesting a potential for wide fluctuations [5]. Group 3: Agricultural Futures - In the agricultural sector, red date futures saw a daily increase of 6%, reaching 11150 yuan per ton, while other commodities like rapeseed, peanuts, and apples also experienced price increases [6]. - The Ministry of Agriculture and Rural Affairs, along with nine other departments, issued a plan to promote agricultural product consumption, aiming to inject new momentum into the agricultural market through financial support [6].