Core Insights - The main contract for soybean meal (菜粕) 2601 has seen a price increase of 8.04% as of August 13, with a trading volume of 327,700 contracts and a net long position of 47,329 contracts among the top 20 positions [1][3]. Trading Volume and Positions - Total trading volume for all soybean meal contracts reached 1,371,700 contracts, a decrease of 9,355 contracts from the previous day [1]. - The top 20 positions for long holdings amounted to 582,000 contracts, an increase of 40,900 contracts from the previous day [1]. - The top 20 positions for short holdings totaled 543,100 contracts, an increase of 37,000 contracts from the previous day [1]. Major Players - The top three long positions are held by: - QianKun Futures with a total holding of 70,201 contracts - CITIC Futures with 64,644 contracts - JPMorgan with 61,838 contracts [1][3]. - The top three short positions are held by: - Guotai Junan with 61,794 contracts - Dongzheng Futures with 58,934 contracts - CITIC Futures with 42,334 contracts [1][3]. Changes in Positions - Among the top 20 positions, the largest increases in long positions were seen in: - Haitong Futures with an increase of 12,074 contracts - Dongzheng Futures with an increase of 4,887 contracts - Huatai Futures with an increase of 2,624 contracts [1][3]. - The largest decreases in long positions were recorded by: - JPMorgan with a decrease of 8,918 contracts - QianKun Futures with a decrease of 3,404 contracts - CITIC Futures with a decrease of 2,343 contracts [1][3]. Overall Market Data - The total trading volume for soybean meal contracts on August 13 was 1,809,861 contracts, with a net change of 328,596 contracts [4]. - The total long positions across all contracts were 485,527 contracts, while total short positions were 475,995 contracts [4].

Core Viewpoint - As of August 12, the Shanghai Stock Exchange 50 Index futures main contract closed at 2509, with a change of +0.61%, and a trading volume of 36,500 contracts, indicating a net short position among the top 20 positions with a difference of 10,723 contracts [1][2]. Group 1: Trading Volume and Positions - The total trading volume for all contracts was 57,400 contracts, an increase of 8,277 contracts from the previous day [1]. - The top 20 positions showed a long position of 65,000 contracts, a decrease of 1,400 contracts from the previous day [1]. - The top 20 positions had a short position of 81,000 contracts, a decrease of 1,056 contracts from the previous day [1]. Group 2: Major Players - The top three long positions were held by Guotai Junan with a total holding of 12,328 contracts, CITIC Futures with 10,449 contracts, and Galaxy Futures with 4,033 contracts [1]. - The top three short positions were held by CITIC Futures with 18,378 contracts, Guotai Junan with 12,633 contracts, and GF Futures with 9,283 contracts [1]. - The top three long position increases were from Huawen Futures (+234 contracts), Yong'an Futures (+135 contracts), and Everbright Futures (+115 contracts) [1]. Group 3: Changes in Positions - The top three long position decreases were from Dongzheng Futures (-215 contracts), Huatai Futures (-207 contracts), and GF Futures (-144 contracts) [1]. - The top three short position increases were from Bank of China Futures (+302 contracts), Nanhua Futures (+168 contracts), and招商期货 (+160 contracts) [1]. - The top three short position decreases were from Huatai Futures (-309 contracts), Guotai Junan (-94 contracts), and Guoxin Futures (-147 contracts) [1].

Group 1 - The core viewpoint of the article highlights the trading performance of soybean meal futures, specifically the main contract 2601, which saw an increase of 3.98% in price, with a trading volume of 614,000 lots as of August 12 [1][2] - Total trading volume for all soybean meal contracts reached 1.381 million lots, an increase of 547,800 lots compared to the previous day [1] - The top 20 positions in the market showed a net long position with a difference of 45,480 lots, indicating a bullish sentiment among traders [1] Group 2 - The top three long positions were held by Citic Futures with a total position of 76,031 lots, Qian Kun Futures with 73,176 lots, and JPMorgan with 69,447 lots [1] - The top three short positions were held by Guotai Junan with 54,070 lots, Citic Futures with 47,340 lots, and Dongzheng Futures with 45,905 lots [1] - Among the top 20 positions, the largest increase in long positions was seen in Qian Kun Futures with an increase of 10,544 lots, followed by Everbright Futures with an increase of 4,322 lots, and COFCO Futures with an increase of 3,916 lots [1] Group 3 - The overall long positions in the top 20 increased to 556,000 lots, up by 9,326 lots from the previous day, while short positions decreased to 525,700 lots, down by 4,450 lots [1] - The trading data indicates a significant shift in market sentiment, with more traders taking long positions in soybean meal futures [1] - The article provides detailed statistics on the trading activities of various futures companies, showcasing their respective positions and changes in holdings [3][4]

Group 1 - The main contract for alumina (2509) closed at a price increase of 4.16% as of August 12, with a trading volume of 296,300 contracts and a net long position of 428 contracts among the top 20 positions [1][2] - Total trading volume for all alumina contracts reached 696,100 contracts, an increase of 356,700 contracts compared to the previous day [1][3] - Among the top 20 positions, long positions totaled 239,200 contracts, up by 16,300 contracts, while short positions totaled 269,500 contracts, an increase of 7,117 contracts [1][4] Group 2 - The top three long positions were held by Dongzheng Futures (21,383 contracts), CITIC Futures (18,350 contracts), and Guotai Junan (18,074 contracts) [1][3] - The top three short positions were held by Guotai Junan (37,564 contracts), Galaxy Futures (20,764 contracts), and CITIC Futures (20,347 contracts) [1][4] - The largest increase in long positions among the top 20 was seen in CITIC Futures (7,295 contracts, up by 2,473 contracts), while the largest decrease was in Dongzheng Futures (3,350 contracts, down by 1,903 contracts) [1][3]

Core Insights - The cotton futures market showed a slight increase with the main contract 2601 rising by 0.47% as of August 11, with a trading volume of 138,900 contracts and a net short position of 12,121 contracts among the top 20 positions [1][3] Trading Volume and Positions - Total trading volume for all cotton futures contracts reached 300,600 contracts, an increase of 12,020 contracts from the previous day [1][4] - Among the top 20 positions, long positions totaled 552,900 contracts, increasing by 285 contracts, while short positions totaled 581,600 contracts, increasing by 8,247 contracts [1][4] Major Players - The top three long positions were held by: - CITIC Futures with a total position of 87,528 contracts, an increase of 1,877 contracts - Guotai Junan with a total position of 57,612 contracts, an increase of 1,462 contracts - COFCO Futures with a total position of 45,667 contracts, an increase of 943 contracts [1][3] - The top three short positions were held by: - COFCO Futures with a total position of 75,558 contracts, an increase of 495 contracts - CITIC Futures with a total position of 65,642 contracts, an increase of 3,300 contracts - Guotai Junan with a total position of 60,449 contracts, a decrease of 2,635 contracts [1][4] Position Changes - Among the top 20 positions, the largest increases in long positions were from: - CITIC Futures with an increase of 1,877 contracts - Guotai Junan with an increase of 1,462 contracts - COFCO Futures with an increase of 943 contracts [1][3] - The largest increases in short positions were from: - Galaxy Futures with an increase of 3,670 contracts - CITIC Futures with an increase of 3,300 contracts - Guotai Junan with an increase of 1,810 contracts [1][4]

随着国际原油价格触底反弹，近一周来，燃料油期货2101合约也在多头信心逐步恢复的情况下，呈现振 荡回升走势。不过，昨日2101合约在1880—1990元/吨区间遭遇空头强力打击，期价冲高回落。 近一周以来，燃料油2101合约持仓量呈现稳中有增的态势。其中，多空前20席位均增仓，只是空头增仓 数量远超多头。数据显示，多头前20席位的持仓量从9月10日的305349手小幅增加至9月17日的317318 手，累计增加11969手;空头前20席位的持仓量从9月10日的436528手大幅增加至9月17日的457959手，累 计增加21431手。随着燃料油期价反弹，多头持续推涨信心不足，相反空头则步步阻击，不断施压，净 空头寸趋于回升，由9月10日的净空131179手小幅增加至9月17日的140641手，净增9462手，增幅达 7.21%。 空头前20席位中，增持的席位有11家，减持的席位有9家。增持方面，海通期货席位增持数量居前，大 幅增加13916手。同时，中信期货席位、华泰期货席位、国泰君安席位、东证期货席位、南华期货席 位、国投安信席位、鲁证期货席位和天风期货席位增持数量也较多，分别增加6267手、2187手、3 ...

Core Insights - The main contract for soda ash (contract 2509) closed at a price increase of 2.01% as of August 5, with a trading volume of 993,600 lots and a net short position among the top 20 positions of 109,594 lots [1][3]. Trading Volume and Positions - Total trading volume for all soda ash contracts reached 2,509,000 lots, with an increase of 58,500 lots compared to the previous day [1]. - Among the top 20 positions, long positions totaled 1,098,100 lots, a decrease of 61,200 lots from the previous day, while short positions totaled 1,400,800 lots, a decrease of 45,600 lots [1]. Major Players - The top three long positions were held by Guotai Junan (total position 105,247), CITIC Futures (total position 83,012), and Dongzheng Futures (total position 69,631) [1]. - The top three short positions were held by Guotai Junan (total position 191,270), CITIC Futures (total position 178,585), and Yong'an Futures (total position 178,125) [1]. Changes in Positions - The top two long position increases were from Zheshang Futures (holding 10,995, increase of 2,285) and Yong'an Futures (holding 19,138, increase of 1,700) [1]. - The top three long position decreases were from Dongzheng Futures (holding 26,779, decrease of 11,134), Guotai Junan (holding 51,087, decrease of 9,304), and Guangfa Futures (holding 17,311, decrease of 8,281) [1]. - The top three short position increases were from Dongzheng Futures (holding 51,092, increase of 1,111), Guotou Futures (holding 10,925, increase of 991), and CITIC Jiantou (holding 11,792, increase of 717) [1]. - The top three short position decreases were from Guotai Junan (holding 97,325, decrease of 22,495), Yong'an Futures (holding 73,093, decrease of 10,406), and Guangfa Futures (holding 10,463, decrease of 6,574) [1].

Core Insights - The main focus of the article is on the trading performance and positioning of coking coal futures as of July 31, 2025, highlighting a decrease in trading volume and changes in long and short positions among major market participants [1][3][4]. Trading Performance - As of July 31, 2025, the main contract for coking coal (2509) experienced a decline of 4.93%, with a trading volume of 42,100 contracts, which is a decrease of 16,000 contracts from the previous day [1]. - The total trading volume for all coking coal contracts was 58,500 contracts, down by 16,000 contracts compared to the previous day [1]. Positioning Data - Among the top 20 positions, long positions totaled 30,100 contracts, an increase of 363 contracts from the previous day, while short positions totaled 36,500 contracts, a decrease of 957 contracts [1]. - The top three long positions were held by CITIC Futures (5,299 contracts), Guotai Junan (3,789 contracts), and Galaxy Futures (2,191 contracts) [1]. - The top three short positions were held by CITIC Futures (4,923 contracts), Wuchan Zhongda (4,374 contracts), and Huatai Futures (2,723 contracts) [1]. Changes in Long and Short Positions - The top three increases in long positions were from Huatai Futures (1,295 contracts, up by 270), Galaxy Futures (1,780 contracts, up by 226), and Yong'an Futures (1,469 contracts, up by 163) [1]. - The top three decreases in long positions were from Guotai Junan (2,187 contracts, down by 352), CITIC Futures (2,110 contracts, down by 290), and Haitong Futures (573 contracts, down by 89) [1]. - The top three increases in short positions were from Wuchan Zhongda (2,253 contracts, up by 83), Green Dahu (609 contracts, up by 79), and GF Futures (386 contracts, up by 72) [1]. - The top three decreases in short positions were from Fangzheng Zhongqi (1,677 contracts, down by 488), Guotai Junan (1,933 contracts, down by 139), and Huatai Futures (699 contracts, down by 129) [1].

Group 1 - The core viewpoint of the article indicates that as of July 30, the main peanut futures contract closed at 2510, with a slight increase of 0.20%, while trading volume decreased to 36,900 contracts [1] - The total trading volume for all peanut futures contracts was 59,200 contracts, a decrease of 3,790 contracts compared to the previous day [1] - The top 20 positions showed a net short position with a difference of 20,486 contracts, where long positions totaled 118,000 contracts, down by 990 contracts, and short positions totaled 143,900 contracts, up by 1,691 contracts [1] Group 2 - The top three long positions were held by Citic Futures with a total holding of 11,498 contracts, Dongzheng Futures with 10,733 contracts, and Citic Jiantou with 7,714 contracts [1] - The top three short positions were held by Citic Futures with 18,095 contracts, JPMorgan with 13,402 contracts, and Dongzheng Futures with 10,571 contracts [1] - Among the top 20 positions, the largest increase in long positions was seen in Citic Jiantou with an increase of 768 contracts, Huatai Futures with an increase of 382 contracts, and Zhongtai Futures with an increase of 232 contracts [1] Group 3 - The largest decrease in long positions was recorded for Citic Futures with a reduction of 397 contracts, Dongzheng Futures with a reduction of 384 contracts, and Galaxy Futures with a reduction of 239 contracts [1] - The largest increase in short positions was noted for Zhongrong Huixin with an increase of 673 contracts, Chuangyuan Futures with an increase of 596 contracts, and Citic Futures with an increase of 586 contracts [1] - The largest decrease in short positions was observed for Dongzheng Futures with a reduction of 328 contracts, Yong'an Futures with a reduction of 227 contracts, and Ruida Futures with a reduction of 164 contracts [1]

Core Insights - The main contract for the 30-year Treasury futures closed at 2509 on July 30, with a change of +0.40% and a trading volume of 159,200 contracts [1][2] - The total trading volume for all contracts reached 189,600 contracts, an increase of 2,670 contracts from the previous day [1][3] - The top 20 positions showed a net long position with a difference of 2,244 contracts [1] Trading Volume and Positions - The top three long positions were held by CITIC Futures (28,724 contracts), Guotai Junan (17,475 contracts), and Ping An Futures (9,798 contracts) [1][4] - The top three short positions were held by CITIC Futures (15,534 contracts), Guotai Junan (15,519 contracts), and Galaxy Futures (13,569 contracts) [1][4] - The total long positions for the top 20 seats amounted to 129,400 contracts, a decrease of 1,957 contracts from the previous day, while total short positions were 131,400 contracts, a decrease of 3,689 contracts [1][3] Changes in Positions - The top three long position increases were from GF Futures (4,335 contracts, +1,387), Galaxy Futures (7,272 contracts, +807), and Green DHH Futures (1,006 contracts, +328) [1][3] - The top three long position decreases were from Guojin Futures (4,472 contracts, -2,821), Dongzheng Futures (8,169 contracts, -1,154), and Hongyuan Futures (6,875 contracts, -774) [1][3] - The top three short position increases were from Guojin Futures (3,542 contracts, +895), Guoxin Futures (3,097 contracts, +283), and招商 Futures (3,070 contracts, +160) [1][3] - The top three short position decreases were from Dongzheng Futures (11,053 contracts, -1,417), CITIC Futures (11,730 contracts, -1,215), and Galaxy Futures (6,753 contracts, -1,085) [1][3]