Group 1 - The main inflows in commodity futures (main contracts) yesterday were in lithium carbonate, nickel, PTA, iron ore, and palm oil, with inflows of 913 million, 744 million, 251 million, 146 million, and 137 million respectively [1] - The main outflows were in gold, copper, silver, hot-rolled coil, and rebar, with outflows of 807 million, 306 million, 187 million, 181 million, and 134 million respectively [1] - Overall, commodity futures experienced a moderate inflow, with the chemical, non-ferrous metals, and agricultural products sectors showing inflows, while the black and financial futures sectors showed outflows [1] Group 2 - Key sectors to focus on for inflows include lithium carbonate, nickel, PTA, and palm oil, while attention should also be given to the outflows from gold, copper, silver, soybean meal, and crude oil [1] - The black sector showed outflows, particularly in hot-rolled coil and rebar, while iron ore saw inflows despite the overall trend [1] - In the financial sector, the focus should be on the CSI 1000 index futures and 30-year treasury futures [1]

Group 1 - The main inflows in commodity futures (main contracts) yesterday were in manganese silicon, ethylene glycol, LPG, styrene, and corn starch, with inflows of 403 million, 386 million, 328 million, 305 million, and 169 million respectively [1] - The main outflows were in silver, lithium carbonate, soybean oil, soda ash, and coking coal, with outflows of 533 million, 369 million, 332 million, 299 million, and 276 million respectively [1] - Overall, commodity futures experienced a moderate outflow, with black, agricultural products, and non-ferrous metals showing outflows, while the chemical and financial futures sectors showed inflows [1] Group 2 - The chemical sector saw significant inflows, particularly in ethylene glycol, LPG, and styrene, while rubber experienced outflows [1] - The financial sector focused on the CSI 1000 index futures and 10-year treasury futures [1] - Attention is drawn to the significant outflows in silver, lithium carbonate, soybean oil, and coking coal, alongside the notable inflows in manganese silicon, corn starch, and polysilicon [1]

Group 1 - The main inflow of funds in commodity futures last Friday was observed in soybean meal, methanol, corn, PTA, and soda ash, with inflows of 840 million, 728 million, 579 million, 402 million, and 372 million respectively [1] - The main outflows were seen in silver, gold, crude oil, hot-rolled coil, and aluminum, with outflows of 483 million, 310 million, 225 million, 92 million, and 91 million respectively [1] - Overall, commodity futures experienced a significant inflow of funds last Friday, particularly in the agricultural and chemical sectors, with a focus on soybean meal, methanol, corn, and PTA [1] Group 2 - The financial futures, agricultural products, and chemical sectors showed inflow, while the black and non-ferrous metal sectors experienced outflows [1] - Key outflows were noted in silver, gold, and hot-rolled coil, while silicon iron, polysilicon, and lithium carbonate showed contrary inflows [1] - In the financial sector, attention is drawn to the CSI 1000 index futures and 30-year treasury futures [1]

Group 1 - The main inflows in commodity futures (main contracts) yesterday were in polysilicon, coking coal, palm oil, gold, and lithium carbonate, with inflows of 533 million, 462 million, 397 million, 222 million, and 146 million respectively [1] - The main outflows were in soda ash, soybean meal, iron ore, copper, and industrial silicon, with outflows of 248 million, 168 million, 132 million, 124 million, and 102 million respectively [1] - Overall, commodity futures showed a slight inflow, with non-ferrous metals, black metals, and agricultural products experiencing inflows, while the chemical and financial futures sectors saw outflows [1] Group 2 - Key commodities with significant inflows include gold, silver, coking coal, and timber, while notable outflows were observed in soybean meal, iron ore, copper, and white sugar [1] - The chemical sector experienced substantial outflows, particularly in soda ash, rubber, and glass, while there were notable inflows in bottle sheets and LPG [1] - In the financial sector, attention is focused on the 30-year treasury bonds and the CSI 300 index futures [1]

Core Insights - The article highlights significant capital inflows and outflows in various commodity futures, indicating a shift in market sentiment and investment strategies [1] Group 1: Capital Inflows - Major commodities with capital inflows include gold (CNY 1.76 billion), silver (CNY 1.71 billion), coking coal (CNY 1.62 billion), bottle flakes (CNY 0.41 billion), and logs (CNY 0.30 billion) [1] - The overall trend shows a substantial inflow into specific commodities, particularly precious metals and certain industrial materials [1] Group 2: Capital Outflows - Key commodities experiencing capital outflows include palm oil (CNY 3.34 billion), crude oil (CNY 2.85 billion), polysilicon (CNY 2.43 billion), copper (CNY 1.65 billion), and soybean oil (CNY 1.39 billion) [1] - The article notes that the black and non-ferrous metal sectors are also showing slight outflows, with a focus on polysilicon and industrial silicon [1] Group 3: Sector Analysis - The overall commodity futures market is experiencing a significant outflow, particularly in the agricultural and chemical sectors, with notable attention on palm oil, crude oil, soybean oil, and rubber [1] - Conversely, there is a noteworthy inflow in bottle flakes, logs, and fuel oil, indicating potential investment opportunities in these areas [1] - The financial sector is highlighted with a focus on the 2-year government bonds and the CSI 300 index futures [1]

单品种看，上周五资金主要流入的商品期货（主连合约）品种有焦煤、铜、黄金、不锈钢和豆油，分别流入15.07 亿元、3.43 亿 元、2.11 亿元、1.50 亿元和1.37 亿元；主要流出的品种有多晶硅、白银、原油、螺纹钢和纯碱，分别流出3.22 亿元、2.17 亿 元、1.63 亿元、1.63 亿元和1.46 亿元。从主力合约看，黑色和有色金属板块呈流入状态，农产品、化工和金融板块呈流出状 态。 整体看，上周五商品期货（主连合约）资金呈微幅流入状态，黑色和有色金属板块流入较多，重点关注流入较多的焦煤、铜、 黄金和不锈钢，同时关注逆势流出的多晶硅、白银和螺纹钢。农产品和化工板块流出较多，重点关注流出较多的纯碱、PTA和 棉花，同时关注逆势流入的豆油、红枣和纸浆。金融板块重点关注30年期国债期货和沪深300股指期货。（徽商期货 方正） 图为金融期货主连合约资金流向（亿元） 图为商品期货主连合约资金流向（亿元） 图为商品期货资金流入前十名（亿元） 图为商品期货资金流出前十名（亿元） 图为板块资金流入额（亿元） ...