大越期货锰硅早报-20251020

1. Report Industry Investment Rating - No relevant information provided 2. Core Viewpoint - The supply and demand fundamentals of manganese silicon have not changed significantly. The impact of macro policies on the market after the economic meeting in October remains to be verified. The short - term silicon - manganese market will maintain a "weak and temporarily stable" pattern. The future price of silicon - manganese alloy needs to focus on the guidance of steel procurement pricing and the impact of the economic meeting on the market. It is expected that the price of manganese silicon will fluctuate this week, with SM2601 oscillating between 5700 - 5850 [3]. 3. Summary by Directory Manganese Silicon Supply - Capacity: The document shows the monthly production capacity of Chinese silicon - manganese enterprises [7]. - Annual Production: It presents the annual production of silicon - manganese in different regions of China, including Guangxi, Guizhou, Inner Mongolia, Ningxia, Yunnan, and other areas, as well as the total annual production in China [9]. - Weekly, Monthly Production and开工率: The weekly and monthly production of silicon - manganese in China and the weekly operating rate of silicon - manganese enterprises in China are shown [12]. - Regional Production: It includes the monthly production of Inner Mongolia, Ningxia, and Guizhou, and the daily average production of Inner Mongolia, Ningxia, Guizhou, and Guangxi [13][14]. Manganese Silicon Demand - Steel Procurement Price: The monthly procurement prices of silicon - manganese 6517 by various steel companies such as Baoshan Iron & Steel Co., Ltd., Baowu E'gang, Chengde Jianlong, etc. are presented [17]. - Daily Average Hot Metal and Profit: The weekly daily average hot metal production and profitability of 247 steel enterprises in China are shown [19]. Manganese Silicon Import and Export - The monthly import and export quantities of ferromanganese - silicon in China are presented [21]. Manganese Silicon Inventory - The weekly inventory of 63 sample silicon - manganese enterprises in China, the monthly average available days of inventory in China, and the monthly average available days of inventory in the Northern Region and East China are shown [23]. Manganese Silicon Cost - Manganese Ore Import Volume: The monthly import volumes of manganese ore from different sources such as Gabon, Africa, and Australia to China are presented [25]. - Manganese Ore Port Inventory and Available Days: The weekly port inventory of manganese ore in China, the weekly port inventory in Qinzhou Port and Tianjin Port, and the weekly average available days of inventory in China are shown [27]. - High - grade Manganese Ore Port Inventory: The weekly port inventory of high - grade manganese ore from different origins such as Australia, Gabon, and Brazil in Qinzhou Port and Tianjin Port is presented [29]. - Tianjin Port Manganese Ore Price: The daily price of different types of manganese ore in Tianjin Port is presented [30]. - Regional Cost: The daily cost of silicon - manganese in different regions such as Inner Mongolia, the Northern Region, Ningxia, the Southern Region, and Guangxi is presented [31]. Manganese Silicon Profit - The daily profit of silicon - manganese in different regions such as the Northern Region, the Southern Region, Inner Mongolia, Ningxia, and Guangxi is presented [33].