Price Trends - Silicon iron prices in major production areas range from 5900 to 6100 CNY/ton for 72 silicon iron and 6250 to 6350 CNY/ton for 75 silicon iron, with a recent procurement price of 6538 CNY/ton from a large steel plant in Jiangsu, down 42 CNY/ton from the previous round[1] - Manganese silicon prices are reported at 5770-5970 CNY/ton in the north and 6000-6100 CNY/ton in the south, with a recent bid price of 6350 CNY/ton from a steel plant in Guangxi[32] Market Dynamics - The daily production of silicon iron decreased by 985 tons week-on-week to 15680 tons[1] - The Wuhua Commodity Index increased by 0.48% to 169.34, with a net capital outflow of 1.032 billion CNY[2] Supply and Demand - Both supply and demand are weak, with a more noticeable reduction in supply; delivery and steel mill inventories are on the rise[10] - Manganese silicon warehouse receipts decreased by 264 to 60511, while forecast receipts increased by 539 to 14833, indicating a week-on-week increase of 1375 tons in total receipts[13] Cost Analysis - The cost of silicon iron production is influenced by various factors, including the price of raw materials such as silicon stone at 180-230 CNY/ton and coal at 750-800 CNY/ton[8] - The production costs for silicon iron in major regions are expected to decline due to falling prices of raw materials, leading to widespread industry losses[29]
铁合金日报-宏观小作文,盘面略反弹
Hua Rong Rong Da Qi Huo·2024-12-25 00:33