铁合金日报-硅铁厂减产或超预期,关注美联储降息幅度
Hua Rong Rong Da Qi Huo·2024-09-19 00:33

Group 1: Silicon Iron Market Analysis - The cost of silicon iron ranges from 6000 to 6300 RMB/ton, with significant industry losses reported[4] - Recent production cuts in major regions, including a reduction of 7500 tons per month from a large Gansu plant and a daily decrease of 350-400 tons due to maintenance in another plant[4] - Silicon iron spot prices are reported at 6000-6100 RMB/ton for 72 silicon iron and 6500-6600 RMB/ton for 75 silicon iron[4] Group 2: Manganese Silicon Market Analysis - Manganese ore prices remain weak, with mainstream transactions at 32-33 RMB/ton for semi-carbonate and 41 RMB/ton for Gabon blocks[8] - Manganese silicon prices in the northern region are reported at 5600-5800 RMB/ton, while southern prices are slightly higher at 5700-5800 RMB/ton[8] - Manganese silicon warehouse receipts decreased by 2489 to 129734, indicating a continued reduction in inventory[8] Group 3: Technical and Market Trends - The Wenhua Commodity Index closed down 0.2% at 166.61, with a net inflow of 4.35 billion RMB[5] - The main contract for silicon iron closed at 6152 RMB, down 0.71%, with a settlement price of 6160 RMB[5] - The market sentiment is influenced by the anticipated interest rate cut by the Federal Reserve, expected to be between 25-50 basis points[6] Group 4: Economic Indicators - In August, the industrial added value increased by 4.5% year-on-year, while the total retail sales of consumer goods rose by 2.1%[12] - Fixed asset investment from January to August was 329385 billion RMB, showing a year-on-year growth of 3.4%[12]