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市场情绪好转,钢价震荡偏强
Hua Tai Qi Huo·2025-07-30 03:23

Group 1: Market Analysis of Glass and Soda Ash - Glass futures declined 7.19% at the close due to a high previous settlement price, with strong wait - and - see sentiment in the spot market. Supply remains unchanged, real - estate drags on demand, speculative demand increases, inventory continues to decline but stays high. Long - term supply - demand is still loose. [1] - Soda ash futures also declined, with near - month contracts falling more than far - month ones. The main contract dropped 3.58% at the close. Both light and heavy soda ash are sold at reduced prices, and downstream procurement is cautious. Supply is high and in summer maintenance, capacity release is relatively restricted, and it may further increase later. [1] Group 2: Strategies for Glass and Soda Ash - Glass: Expected to fluctuate [2] - Soda ash: Expected to fluctuate [2] Group 3: Market Analysis of Silicon Manganese and Silicon Iron - Silicon manganese futures rose 184 yuan/ton to 6212 yuan/ton, driven by a sharp increase in finished - product prices. Production increased, iron - water production slightly decreased, and inventory decreased slightly but remained high. Manganese ore shipments from Australia basically recovered, and enterprise hedging willingness increased after the price increase. [3] - Silicon iron futures closed at 6110 yuan/ton, up 270 yuan/ton. Demand remains resilient, factory inventory is at a medium - high level. Short - term market sentiment improved, and long - term capacity is relatively loose. [3] Group 4: Strategies for Silicon Manganese and Silicon Iron - Silicon manganese: Expected to fluctuate [4] - Silicon iron: Expected to fluctuate [4] Group 5: Graphical Information - There are multiple graphical analyses including Shanghai rebar and hot - rolled coil spot prices, futures contract closing prices, cost, profit, and basis charts for various products such as steel, iron ore, coke, soda ash, glass, silicon manganese, and silicon iron. [5]