硅铁:主产区报价松动,宽幅震荡,锰硅,锰矿港口报价下移,宽幅震荡
Guo Tai Jun An Qi Huo·2025-10-15 02:26

Group 1: Investment Ratings - No investment rating for the industry is provided in the report Group 2: Core Views - The main产区 of ferrosilicon has seen a loosening in quotes, and it is in a wide - range shock. The port quotes of manganese ore for silicomanganese have moved down, and it is also in a wide - range shock [1] - The trend strength of ferrosilicon and silicomanganese is both 0, indicating a neutral view [3] Group 3: Summary by Related Catalogs 1. Fundamental Tracking Futures - Ferrosilicon 2511 closed at 5378, down 28 from the previous trading day, with a trading volume of 92,807 and an open interest of 74,528. Ferrosilicon 2601 closed at 5322, down 46, with a trading volume of 87,575 and an open interest of 173,437. Silicomanganese 2511 closed at 5726, down 8, with a trading volume of 8,789 and an open interest of 21,570. Silicomanganese 2601 closed at 5738, down 8, with a trading volume of 133,881 and an open interest of 382,892 [1] Spot - The price of ferrosilicon FeSi75 - B in Inner Mongolia was 5150 yuan/ton, down 50. The price of silicomanganese FeMn65Si17 in Inner Mongolia was 5650 yuan/ton. The price of manganese ore Mn44 block was 39.8 yuan/ton - degree, down 0.2. The price of small - sized semi - coke in Shenmu was 710 yuan/ton [1] Price Differences - The basis of ferrosilicon (spot - 11 futures) was - 228 yuan/ton, down 22. The basis of silicomanganese (spot - 01 futures) was - 88 yuan/ton, up 8. The near - far month spread of ferrosilicon 2511 - 2601 was 56 yuan/ton, up 18. The near - far month spread of silicomanganese 2511 - 2601 was - 12 yuan/ton, unchanged. The cross - variety spread of silicomanganese 2511 - ferrosilicon 2511 was 348 yuan/ton, up 20. The cross - variety spread of silicomanganese 2601 - ferrosilicon 2601 was 416 yuan/ton, up 38 [1] 2. Macro and Industry News - On October 13, the price of 72 ferrosilicon in Shaanxi was 5100 - 5200 yuan/ton, in Ningxia 5100 - 5200 yuan/ton, in Qinghai 5150 - 5250 yuan/ton, in Gansu 5150 - 5250 yuan/ton, and in Inner Mongolia 5200 - 5250 yuan/ton (down 50). The price of 75 ferrosilicon in Shaanxi was 5950 - 6000 yuan/ton, in Ningxia 5900 - 6000 yuan/ton, in Qinghai 5900 - 6000 yuan/ton, in Gansu 5850 - 5950 yuan/ton (down 50), and in Inner Mongolia 5950 - 6000 yuan/ton (down 50). The FOB price of 72 ferrosilicon was 1040 - 1050 US dollars/ton (down 10), and that of 75 was 1110 - 1140 US dollars/ton (down 10). The northern quote of 6517 silicomanganese was 5600 - 5700 yuan/ton, and the southern quote was 5650 - 5750 yuan/ton [1] - The spot price of manganese ore at Tianjin Port: Australian block Mn46% was quoted at 41 - 41.5 yuan/ton - degree (down 0.5), with a transaction price of around 41; Australian block Mn42% was quoted at 39.5 - 40 yuan/ton - degree (down 0.5), with a transaction price of around 39.5; South African block was quoted at 34 - 34.5 yuan/ton - degree, with a transaction price of around 34; Gabonese block was quoted at 40 - 40.5 yuan/ton - degree, with a transaction price of around 40. The manganese ore market is mainly affected by macro sentiment and downstream procurement rhythm. China's special port charges on US vessels have officially taken effect, but the proportion of vessels built or operated by the US in imported manganese ore vessels is relatively small [1][3]