铁合金日报-超级宏观周，盘面波动谨慎

Group 1: Silicon Iron Market Analysis - The cost of silicon stone in Qinghai and Ningxia ranges from 180 to 230 CNY/ton, while the price of Shenfu Lan coal is between 890 and 940 CNY/ton[2] - The current spot price for 72 silicon iron is reported at 6050-6150 CNY/ton, and for 75 silicon iron at 6650-6800 CNY/ton[2] - The average daily production of silicon iron from 120 surveyed plants is 16,785 tons, with a month-on-month increase of 170 tons, and November production is expected to exceed 500,000 tons[2] Group 2: Manganese Silicon Market Analysis - Manganese ore prices continue to rise, with half-carbonate at Tianjin Port quoted at 33-34 CNY/ton, and Gabon at 38 CNY/ton[3] - The spot price for manganese silicon 6517 is reported at 6000-6150 CNY/ton in the north and 6050-6150 CNY/ton in the south, reflecting a general increase of 50 CNY[3] - Manganese silicon warehouse receipts increased by 1,579 to a total of 34,456 receipts, with a combined total of 226,230 tons, marking a month-on-month increase of 8,900 tons[3] Group 3: Technical Analysis and Market Sentiment - The Wenhua Commodity Index rose by 0.41% to 175.17, with a net capital inflow of 3.941 billion CNY[2] - The main contract for silicon iron closed at 6436 CNY, up 0.06%, with a capital inflow of 620,000 CNY and an increase of 1,431 contracts[2] - The market sentiment for silicon iron is generally cautious, with a focus on integer support levels and pressure near the 60-week moving average[2] Group 4: Macro Economic Indicators - The logistics industry prosperity index for October is reported at 52.6%, indicating continued growth in demand and an increase of 0.2% month-on-month[8] - The Caixin Services PMI for October recorded at 52.0, up 1.7 percentage points from September, marking a three-month high[8] - The Eurozone manufacturing PMI for October improved to 46.0, indicating a slowdown in the contraction rate, although still below the neutral mark of 50[9]