Group 1: Market Analysis - Manganese silicon warehouse receipts increased by 568 to 55,965, with forecast receipts rising by 2,232 to 9,607, totaling 327,860 tons, a week-on-week increase of 14,000 tons[5] - Silicon iron spot prices for 72 silicon iron natural blocks are reported at 5,900-6,050 CNY/ton, while 75 silicon iron is at 6,350-6,400 CNY/ton, with a recent procurement price of 6,600 CNY/ton for 75B silicon iron, up by 40 CNY/ton[2] - The overall market sentiment is cautious due to high supply levels and declining steel mill profitability, despite macroeconomic policy expectations boosting confidence[5] Group 2: Technical Indicators - The Wenhua Commodity Index rose by 0.06%, closing at 171.8, with a net capital inflow of 2.484 billion CNY, indicating a mixed performance in the black series[2] - The main contract for manganese silicon closed at 6,348 CNY, up 0.47%, with a capital outflow of 59.62 million CNY and a reduction of 11,848 contracts[6] - Technical analysis shows a small upward trend in the daily K-line, with KDJ lines indicating a weak golden cross, suggesting a potential short-term rebound[6] Group 3: Economic Indicators - China's total import and export value for the first 11 months reached 39.79 trillion CNY, a year-on-year increase of 4.9%, with exports at 23.04 trillion CNY, up 6.7%[12] - The U.S. is expected to release November CPI data, with inflation anticipated to rise from 2.6% to 2.7%, and core CPI expected to remain between 3.2% and 3.3%[12] - The Asian Development Bank has downgraded growth forecasts for developing economies in the Asia-Pacific region from 5.0% to 4.9% for 2024, citing potential impacts from U.S. policy changes[12]
铁合金日报-锰硅仓单和预报量重回30万吨+，静待宏观刺激和河钢定价
Hua Rong Rong Da Qi Huo·2024-12-12 00:33