硅铁：板块情绪偏弱，偏弱震荡，锰硅，现货报价坚挺，宽幅震荡

Report Summary Industry Investment Rating - No specific industry investment rating is provided in the report. Core Viewpoints - The sentiment in the ferrosilicon sector is weak, with a tendency for a weak and volatile trend. The spot price of silicomanganese is firm, showing a wide - range oscillation [1]. - The trend strength of ferrosilicon and silicomanganese is both 0, indicating a neutral outlook [3]. Summary by Directory Fundamental Tracking - Futures Data: For ferrosilicon, the closing prices of the 2509 and 2510 contracts are 5710 and 5688 respectively, down 44 from the previous trading day. The trading volumes are 35,596 and 50,479, and the open interests are 53,054 and 63,542. For silicomanganese, the closing prices of the 2509 and 2510 contracts are 6026 and 6030 respectively, with the 2509 contract unchanged and the 2510 contract down 2 from the previous trading day. The trading volumes are 112,392 and 27,269, and the open interests are 142,698 and 51,731 [1]. - Spot Data: The price of ferrosilicon (FeSi75 - B) in Inner Mongolia is 5450 yuan/ton, and the price of silicomanganese (FeMn65Si17) in Inner Mongolia is 5820 yuan/ton, up 20 from the previous trading day. The price of manganese ore (Mn44 block) is 40.2 yuan/ton - degree, and the price of semi - coke (small material) in Shenmu is 650 yuan/ton [1]. - Price Difference Data: The basis of ferrosilicon (spot - 09 futures) is - 260 yuan/ton, up 44; the basis of silicomanganese (spot - 09 futures) is - 206 yuan/ton, up 20. The near - far month spread of ferrosilicon (2509 - 2601) is - 156 yuan/ton, up 2; the near - far month spread of silicomanganese (2509 - 2601) is - 94 yuan/ton, down 6. The cross - variety spread of silicomanganese 2509 - ferrosilicon 2509 is 316 yuan/ton, up 44; the cross - variety spread of silicomanganese 2601 - ferrosilicon 2601 is 254 yuan/ton, up 52 [1]. Macro and Industry News - On August 18, the price range of 72 ferrosilicon in different regions is: 5350 - 5450 in Shaanxi, 5450 - 5550 in Ningxia, 5400 - 5500 in Qinghai, 5450 - 5550 in Gansu, and 5500 - 5600 in Inner Mongolia. The price range of 75 ferrosilicon in different regions is: 5900 - 5950 in Shaanxi, 5800 - 5850 in Ningxia, Qinghai, Gansu, and Inner Mongolia. The FOB price of 72 ferrosilicon is 1040 - 1060 dollars/ton, and the FOB price of 75 ferrosilicon is 1100 - 1130 dollars/ton. The price range of 6517 silicomanganese in the north is 5850 - 5950 yuan/ton, and in the south is 5900 - 6000 yuan/ton [2]. - As of August 16, the manganese ore inventory in Tianjin Port is 367.64 million tons, up 5.25 million tons from the previous period; the inventory in Qinzhou Port is 75.61 million tons, down 6.9 million tons; the inventory in Caofeidian Port is 0 million tons; the inventory in Fangchenggang is 5 million tons, unchanged. The total manganese ore inventory is 448.25 million tons, down 1.65 million tons [2]. Trend Strength - The trend strength of ferrosilicon and silicomanganese is 0, with the range of trend strength being integers in the [- 2,2] interval, where - 2 represents the most bearish and 2 represents the most bullish [3].