Group 1: Report Industry Investment Rating - No information provided Group 2: Core Viewpoints of the Report - The settlement electricity price of ferrosilicon has decreased, and its price is weakly volatile. After the holiday, the inquiry sentiment for silicomanganese is strong, and it is waiting for the steel tender to be finalized [1] - The trend intensity of ferrosilicon is 0, and that of silicomanganese is also 0 [3] Group 3: Summary According to the Directory 1. Fundamental Tracking - Futures Data: The closing prices of ferrosilicon 2603 and 2605 are 5624 and 5594 respectively, down 48 and 34 from the previous trading day; the closing prices of silicomanganese 2603 and 2605 are 5874 and 5898 respectively, down 46 and 38 from the previous trading day. The trading volumes and open interests of each contract are also provided [1] - Spot Data: The price of ferrosilicon FeSi75 - B in Inner Mongolia is 5280 yuan/ton, down 40; the price of silicomanganese FeMn65Si17 in Inner Mongolia is 5650 yuan/ton; the price of manganese ore Mn44 block is 42.8 yuan/ton - degree, up 0.3; the price of semi - coke small material in Shenmu is 760 yuan/ton [1] - Price Difference Data: The spot - 03 futures price difference of ferrosilicon is - 344 yuan/ton, up 8; that of silicomanganese is - 224 yuan/ton, up 46. The near - far month price difference of ferrosilicon 2603 - 2605 is 30 yuan/ton, down 14; that of silicomanganese 2603 - 2605 is - 24 yuan/ton, down 8. The cross - variety price difference of silicomanganese 2603 - ferrosilicon 2603 is 250 yuan/ton, up 2; that of ferrosilicon 2605 - silicomanganese 2605 is 304 yuan/ton, down 4 [1] 2. Macro and Industry News - On January 5, the price of 72 ferrosilicon in Shaanxi, Inner Mongolia and other places increased, and the price of 75 ferrosilicon in Inner Mongolia increased by 50 yuan/ton. The price of 6517 silicomanganese in the north increased by 25 yuan/ton, and that in the south increased by 50 yuan/ton [2] - Hegang finalized the purchase price of 75B ferrosilicon in January at 5760 yuan/ton, up 100 yuan/ton from December, and the quantity is 3313 tons, an increase of 563 tons from December [2] - After the holiday, the new round of ferrosilicon electricity prices were settled. In Qinghai, it is 0.41 - 0.46 yuan/degree, slightly decreasing; in Ningxia, it is 0.35 - 0.41 yuan/degree, mostly flat, and a few decreased by 1 - 2 cents. The steel tender prices were gradually finalized, with Hegang at 5760 yuan/ton and Xinyu at 5820 yuan/ton, both with a 100 - yuan/ton increase [3]
硅铁:结算电价下移,价格偏弱震荡,锰硅:节后询价情绪浓厚,等待钢招落地
Guo Tai Jun An Qi Huo·2026-01-06 02:14