中国期货每日简报

桂晨曦Gui Chenxi从业资格号Qualification No：F3023159投资咨询号Consulting No.：Z0013632 CITIC Futures International Service Platform：https://internationalservice.citicsf.com 摘要Abstract Macro News:Kremlin says Putin-Trump meeting in China in September not ruled out. Futures Prices:On July 29, equity index futures rose while CGB futures fell; most commodityfutures declined, with metals performing relatively strongly. Commentary:Manganese Silicon,Crude Oil,TSR 20 Risks:Macroeconomic fluctuations, geopolitical situations, and reversals in policy trends. 宏观方面：克宫表示不排除普京和特朗普9月在华会晤。 期货方面：7月29日，股指期货上涨，国债期货下跌；商品期货多数下跌，金属偏强。 今日点评：锰硅、原油、20号胶 风险提示：宏观经济波动、地缘政治变化、政策趋向扭转。 Related Reports近期报告 20250726 Rising Policy Expectations Drive Alloy Futures Prices to Limit Up政策预期升温，合金期价涨停20250725 Live Hog Anti-Involution led to Soybean Meal Price Drop生猪反内卷导致饲料豆粕价格下跌【中信期货国际化 CITIC Futures】 响点评【中信期货国际化CITIC Futures】 * Click on the hyperlink of report titles to read historical reports Content目录 1. China Futures期货异动.................................................................................................41.1 Overview行情概述.......................................................................................................41.2 Daily Raise上涨品种....................................................................................................51.2.1 Manganese Silicon锰硅.....................................................................................................................................51.2.2 Crude Oil原油....................................................................................................................................................61.3 Daily Drop下跌品种......................................................................................................71.3.1 TSR 20 20号胶...................................................................................................................................................72. China News中国要闻.....................................................................................................82.1 Macro News宏观新闻...................................................................................................82.2 Industry News行业新闻...............................................................................................9 Charts图表 图表1：China Futures Price Top 10 Daily Rise.............................................................................4中国期货主力连续合约涨幅前十......................................................................................................4图表2：China Futures Price Top 10 Daily Drop............................................................................4中国期货主力连续合约跌幅前十......................................................................................................4图表3：Recent Trend of Manganese Silicon................................................................................5锰硅价格震荡后大幅上扬.................................................................................................................5图表4：7/29, Manganese Silicon Increased By 2.8%...................................................................57月29日，锰硅上涨2.8%.............................................................................................................5图表5：Recent Trend of Crude Oil...............................................................................................6原油价格近期有所企稳反弹.............................................................................................................6图表6：7/29, Crude Oil Increased By 1.9%..................................................................................67月29日，原油上涨1.9%.............................................................................................................6图表7：Recent Trend of TSR 20..................................................................................................720号胶价格上周持续上涨后大幅回落..............................................................................................7图表8：7/29, TSR 20 Decreased By 2.4%...................................................................................77月29日，20号胶下跌2.4%........................................................................................................7图表9：The Change of Futures Prices and Open Interests........................................................10中国期货涨跌幅与持仓变化...........................................................................................................10图表10：China Futures Price.....................................................................................................11中国期货概览................................................................................................................................11 1.China Futures期货异动 1.1Overview行情概述 On July 29,equityindex futures rose whileCGBfutures fell; most commodity futures declined,with metals performing relatively strongly, and energy & chemicals as well as agricultural productsremaining weak. The top threegainersare pol