硅铁:主产地陆续停产,硅铁价格支撑,锰硅,黑色板块共振,锰硅偏弱震荡
Guo Tai Jun An Qi Huo·2025-04-09 01:53

Group 1: Industry Investment Ratings - Not provided in the report Group 2: Core Views - For silicon ferroalloy, prices are supported by the successive shutdowns in major production areas. For manganese silicon, it shows a weak and volatile trend due to the resonance of the black - plate sector [1] - The trend strength of silicon ferroalloy is 1, and that of manganese silicon is 0 [3] Group 3: Summary by Relevant Catalogs 1. Fundamental Tracking Futures Data - Silicon ferroalloy 2505: closing price 5952 yuan/ton, up 58 yuan from the previous trading day, trading volume 66,794, open interest 90,745 [1] - Silicon ferroalloy 2506: closing price 5866 yuan/ton, up 58 yuan from the previous trading day, trading volume 145,389, open interest 189,424 [1] - Manganese silicon 2505: closing price 5962 yuan/ton, down 60 yuan from the previous trading day, trading volume 185,990, open interest 328,693 [1] - Manganese silicon 2506: closing price 5986 yuan/ton, down 58 yuan from the previous trading day, trading volume 40,425, open interest 93,887 [1] Spot Data - FeSi75 - B silicon ferroalloy in Inner Mongolia: price 5660 yuan/ton [1] - FeMn65Si17 silicon - manganese in Inner Mongolia: price 5800 yuan/ton [1] - Mn44 block manganese ore: price 42.0 yuan/ton - degree, down 0.5 yuan/ton - degree from the previous trading day [1] - Small - sized semi - coke in Shenmu: price 610 yuan/ton [1] Spread Data - Silicon ferroalloy (spot - 05 futures): - 292 yuan/ton, down 58 yuan/ton from the previous trading day [1] - Manganese silicon (spot - 05 futures): - 162 yuan/ton, up 60 yuan/ton from the previous trading day [1] - Silicon ferroalloy 2505 - 2509: 14 yuan/ton, up 8 yuan/ton from the previous trading day [1] - Manganese silicon 2505 - 2509: - 94 yuan/ton, down 10 yuan/ton from the previous trading day [1] - Manganese silicon 2505 - silicon ferroalloy 2505: 10 yuan/ton, down 118 yuan/ton from the previous trading day [1] - Manganese silicon 2509 - silicon ferroalloy 2509: 118 yuan/ton, down 100 yuan/ton from the previous trading day [1] 2. Macro and Industry News - On April 8, the price of 72 silicon ferroalloy in Shaanxi was 5500 - 5600 yuan/ton, in Ningxia 5600 - 5700 yuan/ton, in Qinghai 5600 - 5700 yuan/ton, in Gansu 5700 yuan/ton, and in Inner Mongolia 5600 - 5700 yuan/ton (down 50 yuan/ton). The price of 75 silicon ferroalloy in Shaanxi was 6200 - 6250 yuan/ton, in Ningxia 6100 - 6150 yuan/ton, in Qinghai 6150 yuan/ton, in Gansu 6150 - 6200 yuan/ton, and in Inner Mongolia 6100 - 6150 yuan/ton (cash - inclusive natural lump ex - factory price, yuan/ton). The FOB price of 72 silicon ferroalloy was 1050 - 1080 US dollars/ton, and that of 75 was 1100 - 1120 US dollars/ton (tax - inclusive). The 6517 silicon - manganese was weakly stable, with north - south quotes at 5800 - 5950 yuan/ton (up 50 yuan/ton, cash ex - factory tax - inclusive quote) [1] - A silicon - manganese plant in Ningxia reduced production by 1 silicon - manganese furnace today, with daily output reduced by 200 tons, and is expected to shut down for 1 month, subject to market conditions later. A new material company in Gansu shut down 2 40500kva and 5 12500kva furnaces, involving common silicon and high - purity silicon ferroalloy, with a cumulative reduction in daily output of about 400 tons. All the silicon - ferroalloy electric furnaces of an iron - alloy plant in Gansu shut down today, and another manufacturer plans to shut down 1 25500kva silicon - ferroalloy furnace, reducing daily output by 70 tons [1] - A steel plant in Shandong's Rizhao company set the price of 75B silicon ferroalloy at 6030 yuan/ton in cash on April 3, down 60 yuan/ton from the previous round, with a purchase volume of 350 tons. A steel plant in Guangdong set the purchase price of 75B silicon ferroalloy at 6280 yuan/ton in acceptance. Another steel plant in Guangdong set the purchase price of 75B silicon ferroalloy at 6190 yuan/ton in cash, with a volume of 800 tons [2][3]