硅铁：宏观情绪扰动，宽幅震荡

Group 1: Report Industry Investment Rating - No information provided about the report industry investment rating Group 2: Core View of the Report - The manganese silicon market is subject to macro - sentiment disturbances and shows wide - range fluctuations [1] Group 3: Summary by Related Catalogs 1. Fundamental Tracking - Futures Data: For silicon iron, the closing price of SiFe2508 is 5326 (down 22 from the previous trading day), with a trading volume of 12,560 and an open interest of 32,874; SiFe2509 has a closing price of 5288 (down 28), a trading volume of 151,170, and an open interest of 218,647. For manganese silicon, MnSi2508 has a closing price of 5550 (down 52), a trading volume of 27,811, and an open interest of 24,513; MnSi2509 has a closing price of 5556 (down 54), a trading volume of 364,607, and an open interest of 405,076 [1] - Spot Data: The price of silicon iron (FeSi75 - B) in Inner Mongolia is 5100 yuan/ton; the price of silicon manganese (FeMn65Si17) in Inner Mongolia is 5500 yuan/ton; the price of manganese ore (Mn44 block) is 37.0 yuan/ton - degree; the price of semi - coke (small material) in Shenmu is 580 yuan/ton [1] - Price Difference Data: The spot - futures price difference of silicon iron (spot - 08 futures) is - 226 yuan/ton (up 22); that of manganese silicon (spot - 09 futures) is - 56 yuan/ton (up 54). The near - far month price difference of silicon iron (2508 - 2509) is 38 yuan/ton (up 6); that of manganese silicon (2508 - 2509) is - 12 yuan/ton (up 2). The cross - variety price difference of manganese silicon 2508 - silicon iron 2508 is 224 yuan/ton (down 30); that of manganese silicon 2509 - silicon iron 2509 is 268 yuan/ton (down 26) [1] 2. Macro and Industry News - On June 24, the price range of 72 silicon iron in different regions was as follows: Shaanxi 5000 - 5100, Ningxia 5100 - 5150 (down 50), Qinghai 5050 - 5200, Gansu 5050 - 5150, Inner Mongolia 5100 - 5150; 75 silicon iron in Shaanxi was 5600 - 5650, Ningxia 5550 - 5650, Qinghai 5550 - 5600, Gansu 5700 - 5750, Inner Mongolia 5600 - 5650. The FOB price of 72 silicon iron was 1000 - 1030 dollars/ton, and that of 75 was 1080 - 1110 dollars/ton. The northern price of 6517 silicon manganese was 5450 - 5500 yuan/ton, and the southern price was 5550 - 5600 yuan/ton due to tight supply [1] - Zhongtian Iron and Steel in Changzhou set the silicon iron purchase price at 5480 yuan/ton, down 300 yuan/ton from the previous round, with a purchase volume of 600 tons [1] 3. Trend Intensity - The trend intensity of silicon iron is 0, and that of manganese silicon is 0. The trend intensity ranges from - 2 (most bearish) to 2 (most bullish) [3]