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大越期货锰硅周报-20251125
Da Yue Qi Huo· 2025-11-25 02:32
Report Summary 1. Report Industry Investment Rating No investment rating information is provided in the report. 2. Core Viewpoint of the Report The current silicon - manganese market presents a stalemate and game pattern of "strong cost - end and weak demand - end". Affected by the strong cost and downstream price - pressing, the adjustment of the spot market is limited. It is expected that the market will continue to fluctuate in the short term [2]. 3. Summary According to Related Catalogs Manganese Silicon Supply - **Capacity**: The report shows the monthly capacity of Chinese silicon - manganese enterprises [6][7]. - **Annual Output**: It presents the annual output of silicon - manganese in Guangxi, Guizhou, Inner Mongolia, Ningxia, Yunnan, other regions, and China as a whole [8][9]. - **Weekly, Monthly Output and开工率**: The weekly and monthly output of Chinese silicon - manganese and the weekly开工率 of Chinese silicon - manganese enterprises are provided [10][11]. - **Regional Output**: It includes the monthly output of Inner Mongolia, Ningxia, and Guizhou, and the daily average output of Inner Mongolia, Ningxia, Guizhou, and Guangxi [12][13]. Manganese Silicon Demand - **Steel Tendering Purchase Price**: The monthly purchase prices of silicon - manganese 6517 by Baoshan Iron & Steel Co., Ltd., Baowu E'gang, Chengde Jianlong, and other steel enterprises are shown [15][16]. - **Daily Average Hot Metal and Profit**: The weekly daily average output of hot metal and the weekly profitability of 247 steel enterprises in China are presented [17][18]. Manganese Silicon Import and Export The monthly import and export quantities of silicon - manganese in China are provided [19][20]. Manganese Silicon Inventory 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 are shown [21][22]. Manganese Silicon Cost - **Manganese Ore Import Volume**: The monthly import volume of manganese ore by trade method, from Gabon, southern Africa, and Australia to China is presented [23][24]. - **Manganese Ore Port Inventory and Available Days**: 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 are shown [25][26]. - **High - Grade Manganese Ore Port Inventory**: The weekly port inventory of high - grade manganese ore from Australia, Gabon, and Brazil in Qinzhou Port and Tianjin Port is presented [27][28]. - **Tianjin Port Manganese Ore Price**: The daily summary prices of South African semi - carbonate manganese ore, Australian manganese ore, and Gabonese manganese ore in Tianjin Port are provided [29]. - **Regional Cost**: The daily costs of silicon - manganese in Inner Mongolia, the northern region, Ningxia, the southern region, and Guangxi are shown [30][31]. Manganese Silicon Profit The daily profits of silicon - manganese in the northern region, the southern region, Inner Mongolia, Ningxia, and Guangxi are presented [32][33].