钢材需求预期总体仍较弱 硅铁期货维持谨慎态度

Group 1 - The main contract for silicon iron futures experienced a rapid decline, reaching a low of 5454.00 yuan, closing at 5460.00 yuan with a drop of 1.30% [1] - The market sentiment is influenced by macroeconomic factors and cost support, with both silicon and manganese silicon prices showing an upward trend since mid-June, with silicon iron up 7.8% and manganese silicon up 6.1% [2] - The current market is characterized by "emotion-driven highs with demand support still present," indicating a cautious approach is necessary as prices have reached the hedging range for manufacturers [2] Group 2 - The Central Financial Committee's sixth meeting emphasized the orderly exit of backward production capacity, which is expected to improve commodity sentiment [3] - The production profits for ferroalloys are currently negative, with losses reported at -310 yuan/ton in Inner Mongolia and -250 yuan/ton in Ningxia [3] - Technical analysis indicates that the 4-hour K-line is above the 20 and 60 moving averages, suggesting a bullish outlook, but investors are advised to exercise risk control [3]