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:China and the US agreed to extend the suspension of reciprocal tariffs Futures Prices:On July 30, equity index futures fell while CGB futures rose; most commoditiesgained, with poly-silicon, coke and coal leading the gains. Commentary:Poly-Silicon, Silicon Metal, Lithium Carbonate Risks:Macroeconomic fluctuations, geopolitical situations, and reversals in policy trends. 宏观方面：中美双方继续暂停相应关税。 期货方面：7月30日，股指期货下跌，国债期货上涨；多数商品上涨，多晶硅和煤焦涨幅靠前。 今日点评：多晶硅、工业硅、碳酸锂 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20250725 Lithium Carbonate Price Surge Amid Supply Concerns供应担忧推升碳酸锂大幅上行20250725 Rubber Price Influenced by Boarder Conflict between Cambodia and Thailand柬泰边境冲突升级对橡胶价格影响点评 * 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 Poly-Silicon多晶硅..............................................................................................................................................51.2.2 Silicon Metal工业硅............................................................................................................................................61.2.3 Lithium Carbonate碳酸锂..................................................................................................................................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 Poly-Silicon............................................................................................5多晶硅价格重回上涨........................................................................................................................5图表4：7/30, Poly-Silicon Increased By 8.9%..............................................................................57月30日，多晶硅上涨8.9%..........................................................................................................5图表5：Recent Trend of Silicon Metal..........................................................................................6工业硅价格近期回升........................................................................................................................6图表6：7/30, Silicon Metal Increased By 2.2%.............................................................................67月30日，工业硅上涨2.2%..........................................................................................................6图表7：Recent Trend of Lithium Carbonate.................................................................................7碳酸锂近期强劲上行........................................................................................................................7图表8：7/30, Lithium Carbonate Increased By 0.4%....................................................................77月30日，碳酸锂上涨0.4%..........................................................................................................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 30,equityindex futures fell whileCGBfutures rose; most commodities gained, withpoly-silicon, coke and coal leading the gains. Top three gainers are poly-silicon, coke and rapeseed meal: poly-