硅铁：板块情绪偏弱，偏弱震荡

Report Industry Investment Rating - The manganese - silicon sector has a weak sentiment and is expected to fluctuate weakly [1] Core View - The report provides the latest data on silicon - iron and manganese - silicon fundamentals, including futures prices, trading volumes, open interests, spot prices, and price differences. It also presents relevant macro and industry news [1][2] Summary by Related Catalogs Fundamental Tracking - Futures Data: For silicon - iron, the 2509 contract closed at 5744 yuan, down 50 yuan from the previous trading day, with a trading volume of 92,937 and an open interest of 72,388; the 2510 contract closed at 5724 yuan, down 54 yuan, with a trading volume of 73,995 and an open interest of 58,183. For manganese - silicon, the 2509 contract closed at 6050 yuan, down 24 yuan, with a trading volume of 177,497 and an open interest of 172,038; the 2510 contract closed at 6054 yuan, down 32 yuan, with a trading volume of 45,940 and an open interest of 48,032 [1] - Spot Data: The spot price of silicon - iron (FeSi75 - B) in Inner Mongolia is 5450 yuan/ton; the spot price of silicon - manganese (FeMn65Si17) in Inner Mongolia is 5800 yuan/ton; the price of manganese ore (Mn44 block) is 40.3 yuan/ton - degree; the price of semi - coke (small material) in Shenmu is 620 yuan/ton [1] - Price Difference Data: The spot - 09 futures price difference of silicon - iron is - 294 yuan/ton, up 50 yuan; the spot - 09 futures price difference of manganese - silicon is - 250 yuan/ton, up 24 yuan [1] Macro and Industry News - On August 14, the price range of 72 silicon - iron in different regions: 5400 - 5500 yuan/ton in Shaanxi, 5500 - 5600 yuan/ton in Ningxia, 5400 - 5500 yuan/ton in Qinghai, 5500 - 5600 yuan/ton in Gansu, and 5500 - 5600 yuan/ton in Inner Mongolia. The price range of 75 silicon - iron: 5850 - 5900 yuan/ton in Shaanxi (+50), 5800 - 5850 yuan/ton in Ningxia, 5750 - 5800 yuan/ton in Qinghai, 5800 - 5850 yuan/ton in Gansu, and 5800 - 5850 yuan/ton in Inner Mongolia. The FOB price of 72 silicon - iron is 1040 - 1060 dollars/ton (+10), and that of 75 is 1100 - 1130 dollars/ton (+10). The northern quotation of 6517 silicon - manganese is 5850 - 5950 yuan/ton, and the southern quotation is 5900 - 6000 yuan/ton [2] - Hegang has finalized the purchase price of 75B silicon - iron in August at 6030 yuan/ton, up 430 yuan/ton from July, with a quantity of 2835 tons, an increase of 135 tons from July. A steel mill in Zhejiang set the price of silicon - manganese at 6122 yuan/ton (acceptance, tax - included, delivered to the factory, based on the standard), with a purchase volume of 1000 tons. A steel mill in Jiangxi set the price of 6517 silicon - manganese at 6180 yuan/ton (based on the standard, acceptance, tax - included, delivered to the factory), up 80 yuan/ton from the beginning - of - month price [2] Trend Intensity - The trend intensity of silicon - iron is 0, and that of manganese - silicon is 0, with the range of trend intensity being integers in the [- 2,2] interval [3]