大越期货锰硅早报-20250929

Report Industry Investment Rating No information provided. Core Viewpoints of the Report - The current fundamental driving force of the silicon-manganese market is limited, and more attention should be paid to emotional changes. It is expected that the price of silicon-manganese alloy will fluctuate within a narrow range before the National Day [3]. - The basis of the 01 contract is -48 yuan/ton, with the spot at a discount to the futures, which is bearish [3]. - The inventory of 63 independent silicon-manganese enterprises in the country is 221,800 tons, and the average available days of inventory for 50 steel mills in the country is 15.49 days, which is neutral [3]. - The MA20 is flat, and the futures price of the 01 contract closes below the MA20, which is neutral [3]. - The net position of the main force is short, and the short position increases, which is bearish [3]. - It is expected that the price of silicon-manganese will fluctuate this week, and SM2601 will fluctuate between 5,800 and 6,020 [3]. Summary by Relevant Catalogs Manganese-Silicon Supply Capacity - There is a chart showing the monthly production capacity of silicon-manganese enterprises in China [7][8]. Annual Production - There is a chart showing the annual production of silicon-manganese in Guangxi, Guizhou, Inner Mongolia, Ningxia, Yunnan, other regions, and the whole country [9][10]. Weekly, Monthly Production and Operating Rate - There is a chart showing the weekly and monthly production of silicon-manganese in China and the weekly operating rate of silicon-manganese enterprises in China [12][11]. Regional Production - There are charts showing the monthly production of silicon-manganese in Inner Mongolia, Ningxia, and Guizhou, and the daily average production of silicon-manganese in Inner Mongolia, Ningxia, Guizhou, and Guangxi [13][14]. Manganese-Silicon Demand Steel Tendering Purchase Price - There are charts showing the monthly purchase prices of silicon-manganese 6517 by Baoshan Iron & Steel Co., Ltd., Baowu Egang, Chengde Jianlong, Heilongjiang Jianlong, Yangchun Iron & Steel, Jilin Jianlong, and Nanjing Iron & Steel Co., Ltd. [16][17]. Daily Average Hot Metal and Profitability - There is a chart showing the weekly daily average hot metal production and profitability of 247 steel enterprises in China [18][19]. Manganese-Silicon Import and Export - There is a chart showing the monthly import and export quantities of ferromanganese-silicon in China [20][21]. Manganese-Silicon Inventory - There are charts showing the weekly inventory of 63 sample silicon-manganese enterprises in China, the monthly average available days of silicon-manganese inventory in China, the northern region, and the eastern region [22][23]. Manganese-Silicon Cost Manganese Ore Import Volume - There is a chart showing the monthly import volume of manganese ore by trade method, from Gabon to China, from southern Africa to China, and from Australia to China [24][25]. Manganese Ore Port Inventory and Available Days - There are charts showing the weekly port inventory of manganese ore in China, Qinzhou Port, and Tianjin Port, and the weekly average available days of manganese ore inventory in China [26][27]. High-Grade Manganese Ore Port Inventory - There is a chart showing the weekly port inventory of Australian, Gabonese, and Brazilian manganese ore in Qinzhou Port and Tianjin Port [28][29]. Tianjin Port Manganese Ore Price - There is a chart showing the daily prices of South African semi-carbonate manganese ore, Australian manganese ore, and Gabonese manganese ore in Tianjin Port [30]. Regional Cost - There is a chart showing the daily cost of silicon-manganese in Inner Mongolia, the northern region, Ningxia, the southern region, and Guangxi [31][32]. Manganese-Silicon Profit - There is a chart showing the daily profit of silicon-manganese in the northern region, the southern region, Inner Mongolia, Ningxia, and Guangxi [33][34].