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 70 oxidized iron skin in Hebei has increased by 50 CNY/ton to 1030-1070 CNY/ton[1] - The current spot price for 72 silicon iron is reported at 6050-6200 CNY/ton, and for 75 silicon iron at 6700-6800 CNY/ton[1] - The total silicon iron warehouse receipts increased by 101 to 4898 receipts, with a total of 32370 tons, reflecting a week-on-week increase of 2500 tons[1] Group 2: Manganese Silicon Market Analysis - The price of manganese ore at Tianjin Port is reported at 32-32.5 CNY/ton, with Gabonese ore at 37-37.5 CNY/ton and Australian ore at 41-42 CNY/ton[6] - The current spot price for 6517 manganese silicon is between 5900-6050 CNY/ton in the North and 6000-6100 CNY/ton in the South[6] - Manganese silicon warehouse receipts increased by 1973 to 30911 receipts, with a total of 216230 tons, reflecting a week-on-week increase of 10025 tons[6] Group 3: Technical Analysis - The Wenhua Commodity Index closed at 174.78, up 0.34%, with a net inflow of 2.546 billion CNY[2] - The main silicon iron futures contract closed at 6504, down 0.52%, with a settlement price of 6478 CNY[2] - The KDJ line is narrowing downwards, indicating a potential downward trend in the market[2] Group 4: Supply and Demand Dynamics - Weekly demand for silicon iron decreased by 1.93% to 20953.2 tons, while supply remained stable at 116,000 tons[11] - The average operating rate of silicon iron enterprises is 39.78%, with a daily production of 16585 tons, indicating a stable supply situation[11] - The manganese silicon weekly supply increased by 1.82% to 190400 tons, while demand decreased by 2.02% to 127088 tons, indicating a widening supply-demand gap[32]
铁合金周报-宏观消息频出,双硅期现震荡收敛
Hua Rong Rong Da Qi Huo·2024-11-04 00:33