大越期货锰硅早报-20250804

Report Industry Investment Rating No relevant content provided. Core Viewpoints - The cost increase of raw materials supports the price of silicomanganese, and the silicomanganese futures market is oscillating at a high level. The market is expected to continue the strong oscillation in the short - term. The focus should be on the raw material price trends and changes in downstream actual procurement volume. The price of silicomanganese is expected to oscillate this week, with SM2509 oscillating between 5,900 - 6,050 yuan/ton [3]. Summary by Directory Manganese Silicon Supply - Capacity: Data shows the monthly capacity of Chinese silicomanganese enterprises from 2016 - 06 to 2025 - 06 [7]. - Annual Output: The annual output of silicomanganese in Guangxi, Guizhou, Inner Mongolia, Ningxia, Yunnan, other regions, and China from 2008 - 2025 is presented [8]. - Weekly, Monthly Output and Operating Rate: Data shows the weekly and monthly output of Chinese silicomanganese and the weekly operating rate of Chinese silicomanganese enterprises from 2020 - 01 - 01 to 2025 - 01 - 01 [11]. - Regional Output: Monthly output data of Inner Mongolia, Ningxia, and Guizhou, and daily average output data of Inner Mongolia, Ningxia, Guizhou, and Guangxi are provided [12][13]. Manganese Silicon Demand - Steel Tender Purchase Volume: The monthly purchase volume of silicomanganese 6517 by Hebei Iron and Steel Group, Shagang Co., Ltd. (discontinued), Nanjing Iron and Steel Co., Ltd., and the weekly demand in China are presented [14]. - Steel Tender Purchase Price: The monthly purchase prices of silicomanganese 6517 by Baoshan Iron and Steel Co., Ltd., Baowu E'gang, Chengde Jianlong, Heilongjiang Jianlong, Yangchun Iron and Steel, Jilin Jianlong, and Nanjing Iron and Steel Co., Ltd. are shown [16]. - Daily Average Hot Metal and Profit: The weekly daily average hot metal output and profitability of 247 Chinese steel enterprises from 2020 - 01 - 01 to 2025 - 01 - 01 are provided [18]. Manganese Silicon Import and Export - The monthly import and export volume of silicomanganese iron in China from 2020 - 01 to 2025 - 01 is presented [20]. Manganese Silicon Inventory - The weekly inventory of 63 sample silicomanganese enterprises in China, and the monthly average available inventory days in China, the Northern Region, and East China from 2019 - 09 - 30 to 2025 - 03 - 31 are shown [22]. Manganese Silicon Cost - Manganese Ore Import Volume: The monthly import volume of manganese ore in China, including imports from Gabon, South Africa, and Australia, from 2020 - 01 to 2025 - 04 is presented [24]. - Manganese Ore Port Inventory and Available Days: The weekly port inventory of manganese ore in China, Qinzhou Port, and Tianjin Port, and the weekly average available inventory days in China from 2020 - 01 - 01 to 2025 - 01 - 01 are shown [26]. - High - Grade Manganese Ore Port Inventory: The weekly port inventory of high - grade manganese ore in Qinzhou Port and Tianjin Port, including Australian, Gabonese, and Brazilian origin, from 2020 - 01 - 01 to 2025 - 01 - 01 is presented [28]. - Tianjin Port Manganese Ore Price: The daily price of manganese ore in Tianjin Port, including South African semi - carbonate manganese blocks, Australian manganese ore, and Gabonese manganese blocks, from 2020 - 01 - 01 to 2025 - 07 - 01 is shown [29]. - Regional Cost: The daily cost of silicomanganese in Inner Mongolia, the Northern Region, Ningxia, the Southern Region, and Guangxi is presented [30]. Manganese Silicon Profit - The daily profit of silicomanganese in the Northern Region, the Southern Region, Inner Mongolia, Ningxia, and Guangxi from 2020 - 01 - 01 to 2025 - 04 - 01 is presented [32].