Group 1: Silicon Iron Market Analysis - The cost of silicon stone in Qinghai and Ningxia is between 180-230 CNY/ton, while the price of Shenfu lan coal is 900-930 CNY/ton, indicating a decrease in cost volatility and a significant reduction in industry losses[1] - The current spot price for 72 silicon iron is 6000-6100 CNY/ton, and for 75 silicon iron, it is 6600-6700 CNY/ton, reflecting a recovery in market confidence[1] - Silicon iron warehouse receipts decreased by 221 to 10,136, with total warehouse receipts and forecasts down by 1,105 tons, indicating continued inventory reduction[1] Group 2: Manganese Silicon Market Analysis - The shipping price for South African manganese ore Mn36% is reported at 3.7 USD/ton, with prices for various manganese ores ranging from 32.5-45 CNY/ton, reflecting a cautious market sentiment[2] - The current spot price for manganese silicon is 5800-5850 CNY/ton, with procurement prices from major steel mills like WISCO at 6200 CNY/ton for 2000 tons, indicating a rising price trend[2] - Manganese silicon warehouse receipts decreased by 2,124 to 118,520, with total warehouse receipts and forecasts down by 10,620 tons, showing a continued inventory reduction trend[2] Group 3: Technical Analysis and Market Trends - The Wanhua Commodity Index closed up 1.26% at 172.45, with a net capital outflow of 6.12 billion CNY, indicating a strong performance in the black series commodities[1] - The main contract for silicon iron closed at 6430 CNY, up 2.39%, with a capital inflow of 991 million CNY, suggesting a bullish market outlook[1] - The steel mills' average daily production of crude steel increased by 2.7% to 1,989 million tons, indicating a recovery in demand and production[12]
铁合金周报-国内宏观刺激政策拉高维度,放大格局,重塑商品估值
Hua Rong Rong Da Qi Huo·2024-09-30 00:33