Group 1: Silicon Iron Market Analysis - The main cost range for silicon iron is between 6080-6200 CNY/ton, with increasing losses reported among producers[1] - Current spot prices for 72 silicon iron are reported at 5950-6050 CNY/ton, while 75 silicon iron is at 6600-6800 CNY/ton[1] - Hebei's procurement volume for November is 1500 tons, a decrease of 536 tons from October, indicating a potential shift in pricing strategy[1] Group 2: Market Trends and Technical Analysis - The Wenhua Commodity Index closed at 173.31, down 0.48%, with a net capital outflow of 1.924 billion CNY[2] - The main silicon iron futures contract closed at 6354 CNY, up 0.63%, with a reduction in open interest by 2788 contracts[2] - The market sentiment remains generally weak, with a focus on integer support levels and pressure near the 60-week moving average[3] Group 3: Manganese Silicon Market Insights - Manganese silicon prices range from 5930-6100 CNY/ton in the north and 6050-6150 CNY/ton in the south, with slight adjustments noted[5] - Hebei's procurement volume for manganese silicon in November is 12,300 tons, an increase of 300 tons from October, suggesting a potential market impact[5] - Manganese silicon warehouse receipts increased by 1988 contracts, while forecast receipts decreased by 2793 contracts, indicating a mixed inventory outlook[5] Group 4: Macro Economic Indicators - The U.S. one-year inflation expectation for October has dropped to 2.87%, the lowest in four years, with a previous value of 3.00%[11] - The European Central Bank is expected to further cut interest rates, potentially reaching a neutral level in the first half of next year[11] - OPEC has revised down its global oil demand growth forecast for 2024 to 1.82 million barrels per day, down from 1.93 million barrels per day previously[12]
铁合金日报-河钢终于开标啦!!!关注美国10月CPI预期差
Hua Rong Rong Da Qi Huo·2024-11-14 00:33