铁合金日报-宏观情绪渐起，河钢锰硅定价6280

Group 1: Silicon Iron Analysis - The cost of silicon iron remains stable, with prices for silicon stone at 180-230 CNY/ton and carbonized coal at 890-940 CNY/ton[1] - The current market price for 72 silicon iron is reported at 5900-6050 CNY/ton, while 75 silicon iron is at 6500-6700 CNY/ton, reflecting a significant decline due to falling magnesium prices[1] - Daily production of silicon iron increased by 20 tons to 17,005 tons, with both maintenance and resumption of production occurring[1] Group 2: Manganese Silicon Analysis - Manganese ore prices are fluctuating weakly, with semi-carbonate at 32-33 CNY/ton and Australian blocks at approximately 43 CNY/ton[9] - The final bidding price for manganese silicon by Hebei Steel in November is set at 6280 CNY/ton for a total of 12,300 tons, indicating stable pricing amid varying production levels[9] - Manganese silicon warehouse receipts remain unchanged at 45,931, with a notable increase in forecast receipts by 1,169 to 3,838[9] Group 3: Market Trends and Sentiment - The Wenhua Commodity Index rose by 0.94% with a net capital inflow of 1.296 billion CNY, indicating a rebound in the black series[2] - Recent macroeconomic sentiment has shown signs of change, with a focus on the pricing guidance from Hebei Steel[4] - The overall market sentiment remains cautious, with a neutral valuation due to mixed factors affecting supply and demand in the manganese silicon sector[12]