研究所 黑色金属研发报告 黑色金属日报 2026 年 1 月 13 日 铁合金日报 第一部分 市场信息 研究员：周涛 1/ 6 期货从业证号： F03134259 投资咨询证号： Z0021009 联系方式： :zhoutao_qh1@chinastock. com.cn | | | | 期 货 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 期货合约 | 收盘价 | 日变动 | 周变动 | 成交量 | 日变化 | 持仓量 | 日变化 | | SF主力合约 | 5682 | -16 | -94 | 162961 | -38469 | 224722 | -3885 | | SM主力合约 | 5916 | -14 | -2 | 143149 | -1617 | 260989 | 3675 | | | | | | 现 货 | | | | | 硅铁 | 现货价格 | 日变动 | 周变动 | 硅锰 | 现货价格 | 日变动 | 周变动 | | 72%FeSi内蒙 | 5450 | 0 | 90 | 硅锰6517内蒙 | 5750 | 50 | ...

黑色产业链日报 2026/01/13 咨询业务资格：沪证监许可【2012】1515号 研报作者：许亮 Z0002220 审核：唐韵 Z0002422 【免责声明】 本报告基于本公司认为可靠的、已公开的信息编制，但本公司对该等信息的准确性及完整性不作任何保证。本报告所载的意见、结论及预测仅反映报告发布时的观点、结论 和建议。在不同时期，本公司可能会发出与本报告所载意见、评估及预测不一致的研究报告。本公司不保证本报告所含信息保持在最新状态。本公司对本报告所含信息可在不发出通知的情 形下做出修改， 交易者（您）应当自行关注相应的更新或修改。本公司力求报告内容客观、公正，但本报告所载的观点、结论和建议仅供参考，交易者（您）并不能依靠本报告以取代行 使独立判断。对交易者（您）依据或者使用本报告所造成的一切后果，本公司及作者均不承担任何法律责任。本报告版权仅为本公司所有。未经本公司书面许可，任何机构或个人不得以翻 版、复制、发表、引用或再次分发他人等任何形式侵犯本公司版权。如征得本公司同意进行引用、刊发的，需在允许的范围内使用，并注明出处为"东亚期货"，且不得对本报告进行任何有 悖原意的引用、删节和修改。本公司保留追究相 ...

| 钢材产业期现日报 | | | | | | | --- | --- | --- | --- | --- | --- | | 投资咨询业务资格:证监许可 [2011] 1292号 | 2026年1月13日 | | 問敏波 | Z0010559 | | | | 钢材价格及价差 | | | | | | 现值 | 品种 | 即日 | 张跃 | 其方 | 单位 | | 3310 | 螺纹钢现货(华东) | 3290 | 20 | 177 | | | 3200 | 螺纹钢现货(华北) | 3200 | 0 | 67 | | | 3290 | 螺纹钢现货(华南) | 3280 | 10 | 157 | | | 3165 | 螺纹钢05合约 | 3168 | -3 | 145 | | | 3211 | 螺纹钢10合约 | 3213 | -2 | ਰੇਰੇ | | | 3133 | 螺纹钢01合约 | 3127 | 6 | 177 | | | 3280 | 热卷现货(华东) | 3270 | 10 | -20 | 元/吨 | | 3190 | 热卷现货(华北) | 3190 | 0 | -110 | | | 3290 | 热 ...

供应 需求 800 1300 1800 2300 01/01 02/01 03/01 04/01 05/01 06/01 07/01 08/01 09/01 10/01 11/01 12/01 硅铁：72%FeSi：出口价格：天津港 （美元/吨） 2022 2023 2024 2025 2026 800 1300 1800 2300 01/01 02/01 03/01 04/01 05/01 06/01 07/01 08/01 09/01 10/01 11/01 12/01 硅铁：75%FeSi：出口价格：天津港 （美元/吨） 2022 2023 2024 2025 2026 -2500 -1500 -500 500 1500 01/01 02/01 03/01 04/01 05/01 06/01 07/01 08/01 09/01 10/01 11/01 12/01 硅铁-硅锰主力合约价差（元/吨） 2022 2023 2024 2025 2026 2000 3000 4000 5000 6000 7000 8000 01/01 02/01 03/01 04/01 05/01 06/01 07/01 08/ ...

黑色建材日报 2026-01-13 钢材 黑色建材组 陈张滢 从业资格号：F03098415 交易咨询号：Z0020771 0755-23375161 chenzy@wkqh.cn 郎志杰 从业资格号：F3030112 交易咨询号：Z0023202 0755-23375125 langzj@wkqh.cn 赵 航 从业资格号：F03133652 0755-23375155 zhao3@wkqh.cn 螺纹钢主力合约下午收盘价为 3165 元/吨, 较上一交易日涨 21 元/吨（0.667%）。当日注册仓单 54421 吨, 环比减少 1212 吨。主力合约持仓量为 172.67 万手，环比增加 11840 手。现货市场方面, 螺纹钢天津汇总 价格为 3200 元/吨, 环比减少 0/吨; 上海汇总价格为 3310 元/吨, 环比增加 20 元/吨。 热轧板卷主力合 约收盘价为 3311 元/吨, 较上一交易日涨 17 元/吨（0.516%）。 当日注册仓单 112237 吨, 环比减少 0 吨。 主力合约持仓量为 142.75 万手，环比增加 10408 手。 现货方面, 热轧板卷乐从汇总价格为 3290 元 ...

研究所 黑色金属研发报告 黑色金属日报 2026 年 1 月 12 日 铁合金日报 第一部分 市场信息 研究员：周涛 期货从业证号： F03134259 投资咨询证号： Z0021009 联系方式： :zhoutao_qh1@chinastock. com.cn | 期 货 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 期货合约 | 收盘价 | 日变动 | 周变动 | 成交量 | 日变化 | 持仓量 | 日变化 | | SF主力合约 | 5698 | 66 | 74 | 201430 | -28502 | 233205 | -8483 | | SM主力合约 | 5930 | 26 | 56 | 144766 | -27388 | 257314 | 4207 | | 现 货 | | | | | | | | | 硅铁 现货价格 | | 日变动 | 周变动 | 硅锰 | 现货价格 | 日变动 | 周变动 | | 72%FeSi内蒙 | 5450 | 50 | 90 | 硅锰6517内蒙 | 5700 | 0 | 50 | | ...

【华宝期货】黑色产业链周报 华宝期货 2026.1.12 01 周度行情回顾 | 品种 | | | 期货主力合约收盘价格 | | | 现货价格 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 2026.1.9 | 2025.12.31 | 价格变动 | 涨跌幅 | | 2026.1.9 | | 2025.12.31 价格变动 | | | 螺纹钢 | RB2605 | 3144 | 3122 | 22 | 0.70% | HRB400E: Φ20: 汇总价格: 上海 | 3290 | 3300 | -10 | -0.30% | | 热轧卷板 | HC2605 | 3294 | 3270 | 24 | 0.73% | Q235B: 5.75*1500*C:市场价:上海 | 3270 | 3270 | 0 | 0.00% | | 铁矿石 | 12605 | 814.5 | 789.5 | 25 | 3.17% | 日照港PB粉 | 822 | 802 | 20 | 2.49% | | 焦炭 | 1 ...

【钢材】预期转好,产业偏淡 | | | | | | | | | ---------------- | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | | | | 2026/01/12 | 国贸期货出品 TG国贸期货 | | | | | | | | | | | | | 投资咨询业务资格:证监许可[2012] 31号 | | | | | | | | | | | | 黑色金属研究中心 | 执业证号 | 投资咨询证号 | | | | | | | | | | | 张宝慧 | F0286636 | Z0010820 | | | | | | | | | | | 黄志鸿 | F3051824 | Z0015761 | | | | | | | | | | | 董子勖 | F03094002 | Z0020036 | | | | | | | | | | | 薛夏泽 | F03117750 | Z0022680 | | | | | 远月合约收盘价 | RB2610 | HC2610 | 12609 ...

供应 需求 800 1300 1800 2300 01/01 02/01 03/01 04/01 05/01 06/01 07/01 08/01 09/01 10/01 11/01 12/01 硅铁：72%FeSi：出口价格：天津港 （美元/吨） 2022 2023 2024 2025 2026 800 1300 1800 2300 01/01 02/01 03/01 04/01 05/01 06/01 07/01 08/01 09/01 10/01 11/01 12/01 硅铁：75%FeSi：出口价格：天津港 （美元/吨） 2022 2023 2024 2025 2026 -2500 -1500 -500 500 1500 01/01 02/01 03/01 04/01 05/01 06/01 07/01 08/01 09/01 10/01 11/01 12/01 硅铁-硅锰主力合约价差（元/吨） 2022 2023 2024 2025 2026 2000 3000 4000 5000 6000 7000 8000 01/01 02/01 03/01 04/01 05/01 06/01 07/01 08/ ...

Group 1: Steel Market Overview - Rebar production increased by 28,200 tons week-on-week to 1.9104 million tons, but decreased by 83,700 tons year-on-year [3][16] - Social inventory of rebar rose by 75,200 tons week-on-week to 2.9018 million tons, a year-on-year decrease of 21,300 tons [3][16] - Factory inventory of rebar increased by 85,600 tons week-on-week to 1.4793 million tons, a year-on-year increase of 223,900 tons [3][16] - Rebar demand fell by 25,480 tons week-on-week to 1.7496 million tons, a year-on-year decrease of 150,900 tons [3][16] - Overall supply and demand data for rebar is weak, with inventory entering an accumulation phase [3][16] Group 2: Hot Rolled Coil Market - Hot rolled coil production increased by 10,000 tons week-on-week to 3.0551 million tons, a year-on-year increase of 16,200 tons [4][17] - Social inventory of hot rolled coil rose by 21,700 tons week-on-week to 2.9081 million tons, a year-on-year increase of 580,600 tons [4][17] - Factory inventory of hot rolled coil decreased by 50,000 tons week-on-week to 773,200 tons, a year-on-year increase of 1,700 tons [4][17] - Demand for hot rolled coil fell by 24,300 tons week-on-week to 3.0834 million tons, a year-on-year increase of 72,500 tons [4][17] Group 3: Iron Ore Market - Iron water production increased by 20,700 tons week-on-week to 2.296 million tons [5][18] - Global iron ore shipment volumes from Australia and Brazil decreased significantly, with Australia shipping 19.396 million tons, down 1.741 million tons week-on-week [5][18] - Port inventory of imported iron ore rose by 3.2265 million tons week-on-week to 170.4444 million tons [5][18] - Steel mill inventory of imported iron ore increased by 430,000 tons, mainly in North China, East China, and along the Yangtze River [5][18] Group 4: Coke Market - Coke prices in various regions decreased by 50-55 yuan/ton, while some prices increased by 30 yuan/ton [7][20] - Demand for coke remains weak, with rebar demand falling significantly [7][20] - Independent coke enterprises increased daily production by 850 tons, while steel mills' daily coke production increased by 50 tons [7][20] - Total coke inventory increased by 2,200 tons, with independent coke enterprises reducing inventory by 45,300 tons [7][20] Group 5: Scrap Steel Market - Scrap steel prices increased by 9.6 yuan/ton to 2,187.4 yuan/ton [9][22] - Daily average scrap steel arrival at steel mills decreased to 476,000 tons, a week-on-week decrease of 7,600 tons [10][23] - Scrap steel demand fell, with daily consumption decreasing to 505,000 tons [10][23] - Long-process steel mills' scrap steel inventory increased by 16,900 tons to 3.16 million tons [10][23] Group 6: Ferroalloy Market - Manganese silicon production decreased by 1.39% week-on-week to 191,000 tons [11][24] - Demand for manganese silicon remains limited, with major northern steel mills not actively purchasing [11][24] - Inventory levels remain high, with a week-on-week decrease of 11,000 tons to 382,500 tons [11][24] Group 7: Silicon Iron Market - Silicon iron production increased by 0.2% week-on-week to 99,100 tons, remaining at a five-year low [12][25] - Demand for silicon iron is limited, with consumption levels at historical lows [12][25] - Inventory increased by 4,550 tons week-on-week to 68,910 tons [12][25]