短期成本端有所支撑 硅铁期货主力合约偏强震荡

Group 1 - The core viewpoint from Ruida Futures indicates that silicon iron is expected to operate in a volatile manner, with a focus on risk control due to the current market conditions [1] - Guoxin Futures emphasizes that the trend of silicon iron is dependent on changes in energy prices, suggesting a cautious approach to trading [2] Group 2 - The macroeconomic context includes the issuance of the "Steel Industry Stabilization Growth Work Plan (2025-2026)" by the Ministry of Industry and Information Technology, which focuses on stabilizing growth and preventing excessive competition [1] - Supply and demand dynamics show that after a period of profit improvement, production has quickly rebounded, with a neutral inventory level and short-term cost support [1] - Current market pricing for silicon iron is reflected in the recent tender by Hebei Steel, which set the price at 5800 yuan/ton, a decrease of 230 yuan/ton from the previous round [1] - The operational data from Mysteel indicates that the national operating rate for silicon iron enterprises is at 34.84%, remaining stable week-on-week, with a daily average production of 16,150 tons [2]