Group 1: Market Overview - The price of silicon iron has shown a slight decline, with the 75B silicon iron inquiry price at 6400 CNY/ton, down 150 CNY/ton from November[2] - The total inventory of silicon iron remains stable at 39,140 tons, with no significant changes in warehouse receipts[2] - The manganese silicon market has seen a price increase of 50-100 CNY/ton, with northern prices reported at 6050-66150 CNY/ton[5] Group 2: Cost and Supply Dynamics - The cost of silicon iron fluctuates between 5900-6400 CNY/ton, with many companies facing losses due to narrow cost margins[2] - Manganese ore prices have increased, with South32's January shipment price rising to 4.05 USD/ton, up 0.25 USD/ton[5] - Weekly supply and demand remain weak, with manufacturers slightly increasing inventory levels despite low delivery and steel mill stocks[2][5] Group 3: Technical Analysis - The Wenhua Commodity Index rose by 0.51%, with a net outflow of 4.045 billion CNY, indicating a general upward trend in the black series[2] - The main silicon iron contract closed at 6276 CNY, reflecting a 0.48% increase, while the settlement price was 6316 CNY[2] - The KDJ line is showing signs of a potential upward crossover, suggesting a possible short-term rebound in prices under strong macro expectations[6]
铁合金日报-1月期矿普涨，宏观预期增强，关注盘面拉升后的套保机会
Hua Rong Rong Da Qi Huo·2024-12-11 00:33