Group 1: Silicon Iron Market Analysis - The current price range for 72 silicon iron is 6000-6100 CNY/ton, while 75 silicon iron is priced at 6600-6800 CNY/ton, reflecting a weekly decline of 50-100 CNY/ton[4] - The cost of silicon iron production in major regions is approximately 6080 CNY/ton, with most enterprises operating at a loss[5] - The weekly supply of silicon iron is 116,800 tons, which is a 0.69% increase from the previous week, while demand has decreased by 2.29%[10] Group 2: Manganese Silicon Market Insights - The price for manganese silicon is reported at 6100-6150 CNY/ton in the north and 6150-6200 CNY/ton in the south, with a recent increase of 100-200 CNY/ton[12] - Manganese ore prices have slightly increased by 1.5-2 CNY/ton, with the current price at Tianjin Port being 33 CNY/ton for semi-carbonate[13] - The weekly supply of manganese silicon is 189,630 tons, which is a 0.40% decrease from the previous week, while demand has decreased by 1.46%[21] Group 3: Inventory and Production Trends - The total inventory of silicon iron warehouses has increased by 2,990 tons to 35,360 tons, indicating a growing supply[23] - Manganese silicon warehouse inventory has risen by 21,480 tons to 237,710 tons, suggesting a continued accumulation of stock[23] - The average operating rate for silicon iron enterprises is 39.89%, with a daily production of 16,685 tons, reflecting a slight increase[10] Group 4: Cost and Profitability Analysis - The production cost for silicon iron in Qinghai is 6,126.5 CNY/ton, with a loss of 26.5 CNY/ton, while costs in Ningxia and Inner Mongolia are around 6,117.5 CNY/ton and 6,615.5 CNY/ton, respectively[6] - The average profit margin for manganese silicon in Inner Mongolia is 59.31 CNY/ton, while losses in southern regions remain significant[17]
铁合金周报-超级宏观预期主导盘面大幅波动,双硅供需错配继续走扩
Hua Rong Rong Da Qi Huo·2024-11-11 00:33