仓单 铁合金早报 现货 盘面 | 品种 | 项目 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 最新 | 日变化 | 周变化 | 出厂价折盘面 | 最新 | | 日变化 | 周变化 | | 硅铁自然块 | 宁夏#72 | 5100 | 0 | 0 | 5360 | 主力合约 | 5436 | 166 | 62 | | | 内蒙#72 | 5100 | 0 | 0 | 5400 | 01合约 | 5422 | 176 | 92 | | 产区汇总价 | 青海#72 | 5100 | 0 | 0 | 5430 | 05合约 | 5456 | 176 | 104 | | | 陕西#72 | 5080 | 0 | -20 | 5380 | 09合约 | 5436 | 166 | 62 | | | 陕西#75 | 5600 | 0 | 0 | | 主力月基差 | -76 | -166 | -62 | | 硅铁合格块 | 江苏#72 | 5500 | -100 | -100 | | 1-5月差 | ...

黑色建材日报 2025-07-03 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 0755-23375125 langzj@wkqh.cn 万林新 从业资格号：F03133967 0755-23375162 wanlx@wkqh.cn 昨日铁矿石主力合约（I2509）收至 722.50 元/吨，涨跌幅+1.98 %（+14.00），持仓变化-6979 手，变化 至 64.79 万手。铁矿石加权持仓量 106.25 万手。现货青岛港 PB 粉 715 元/湿吨，折盘面基差 34.94 元/ 吨，基差率 4.61%。 受顶层会议强调"依法依规治理企业低价无序竞争"以及"推动落后产能有序退出"影响，昨日商品市场 中产能过剩品种普遍大幅拉涨，商品氛围明显偏强。供给方面，最新一期铁矿石发运量环比回落，矿山季 末冲量基本结束，澳洲和巴西发运量均有一定程度下降。近端到港量环比下行。需求方面，最新一期钢联 口径日均铁水产量 242.29 万吨，检修及复产高炉均有，为常规性检修以及检修结束后 ...

钢材：缺乏持续驱动，重回区间运行 资料来源：iFinD，mysteel，中辉期货 请务必阅读正文之后的免责条款部分 1 | 期货价格 | 最新 | 涨跌 | 期货价格 | 最新 | 涨跌 | | --- | --- | --- | --- | --- | --- | | 螺纹01 | 3016 | 1 | 热卷01 | 3136 | 8 | | 螺纹05 | 3022 | 2 | 热卷05 | 3134 | 5 | | 螺纹10 | 3003 | ୧ | 热卷10 | 3136 | 13 | | 现货价格 | 最新 | 涨跌 | 现货价格 | 最新 | 涨跌 | | 唐山普方坯 | 2900 | -20 | 张家港废钢 | 2100 | 0 | | 螺纹:唐山 | 3100 | -30 | 热卷:天津 | 3110 | 0 | | 螺纹:上海 | 3120 | -10 | 热卷:上海 | 3200 | O | | 螺纹:杭州 | 3160 | 1 0 | 热卷： 杭州 | 3210 | -20 | | 螺纹:广州 | 3160 | 0 | 热卷:广州 | 3180 | 0 | | 螺纹:成都 | 3160 | ...

价格 供应 5500 6500 7500 8500 9500 01/01 02/01 03/01 04/01 05/01 06/01 07/01 08/01 09/01 10/01 11/01 12/01 CZCE：硅锰：主力合约：收盘价（日） 2021 2022 2023 2024 2025 -1000 -500 0 500 1000 01/01 02/01 03/01 04/01 05/01 06/01 07/01 08/01 09/01 10/01 11/01 12/01 CZCE：硅锰：基差（江苏）（钢联口径） 2021 2022 2023 2024 2025 -1000 -500 0 500 1000 01/01 02/01 03/01 04/01 05/01 06/01 07/01 08/01 09/01 10/01 11/01 12/01 硅锰主力月 内蒙基差（日） 2021 2022 2023 2024 2025 -200 -100 0 100 200 300 400 500 600 01/01 02/01 03/01 04/01 05/01 06/01 07/01 08/01 09/01 1 ...

仓单 最新 日变化 周变化 出厂价折盘面 日变化 周变化 宁夏#72 5130 0 30 5390 主力合约 5344 -26 28 内蒙#72 5150 0 50 5450 01合约 5328 -14 46 青海#72 5150 0 0 5480 05合约 5362 -24 64 陕西#72 5100 0 0 5400 09合约 5344 -26 28 铁合金早报 现货 盘面 最新 硅铁自然块 产区汇总价 品种 项目 | | 天津#75 | 1075 | 0 | 0 | | 双硅主力价差 | -298 | 2 | -4 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 硅锰产区出厂价 | 内蒙#6517 | 5550 | 0 | 50 | 5850 | 主力合约 | 5642 | -28 | 32 | | | 宁夏#6517 | 5510 | 10 | 60 | 5860 | 01合约 | 5674 | -30 | 26 | | | 广西#6517 | 5500 | 0 | 0 | 5990 | 05合约 | 5702 | - ...

【华宝期货】黑色产业链周报 华宝期货 2025.6.30 目录 01 周度行情回顾 02 本周黑色行情预判 01 周度行情回顾 | 品种 | | | 期货主力合约收盘价格 | | | 现货价格 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 2025.6.27 | 2025.6.20 | | 价格変动 | | 2025.6.27 | | 2025.6.20 | | | 螺纹钢 | RB2510 | 2995 | 2992 | 1 | 0.10% | HRB400E: Φ20:汇总价格: 上海 | 3080 | 3090 | -10 | -0.32% | | 热轧卷板 | HC2510 | 3121 | 3116 | ર | 0.16% | Q235B: 5.75*1500*C: 市场价: 上海 | 3190 | 3200 | -10 | -0.31% | | 铁矿石 | 60551 | 716.5 | 703 | 13.5 | 1.92% | 日照港PB粉 | 707 | 710 | -3 ...

光期研究 见微知著 2025 年下半年铁合金策略报告 2025 年 0 6 月 1 光大证券 2020 年 半 年 度 业 绩 E V E R B R I G H T S E C U R I T I E S 铁合金：终端需求偏弱，合金价格反弹承压 p 2 锰硅：关注未来锰矿发运情况 总 结 供应：低利润甚至负利润下锰硅周产量仍在逐渐增加，后续仍有一定增量预期。依据钢联数据，目前北方大区锰硅生产即期利润约- 170元/吨，南方大区锰硅生产即期利润约-500元/吨，在如此幅度亏损下，锰硅产量当周值连续六周环比回升，且还有新增产能投放，随着 后续南方地区丰水期复产意愿增加，生产亏损环比收窄情况下，未来锰硅产量仍有增量预期。 需求：终端需求偏弱影响持续，钢厂锰硅储备意愿不强。吨钢消耗锰硅数量较多螺纹产量创下近年来同期新低，样本钢厂锰硅需求量 当周值同样如此，6月钢厂锰硅库存可用天数环比略有回升，但仍处于近年来同期较低水平，终端需求不足，下游备货意愿不强。 库存：样本企业库存逐渐累积，仓单加有效预报数量同比下降，仍有9万余张。自2月底开始，锰硅样本企业库存便开始逐渐回升，截 止6月末，约22.18万吨，同比增加14.8 ...

Group 1 - The core viewpoint of the article suggests that the steel market in the second half of the year will be influenced by multiple factors, with prices expected to initially decline before rising [1] - Domestic demand for steel is heavily reliant on policy support, with a projected decline in demand for construction steel, although urban renewal may offset some of the decrease [1] - Infrastructure steel demand may improve on a month-on-month basis, but lacks significant growth potential [1] Group 2 - The manufacturing sector is showing weakness in certain areas, requiring support from "two new" policies [1] - Direct exports are expected to remain high, but are unlikely to drive steel prices significantly [1] - Supply-side production is anticipated to fluctuate slightly, with ongoing reductions in crude steel production causing disruptions [1] Group 3 - Iron ore supply pressure is easing, with a projected increase of approximately 13.7 million tons in global iron ore shipments by 2025, while annual foreign ore arrivals are expected to decrease by 15 to 20 million tons year-on-year [1] - Under optimistic assumptions, average molten iron production is expected to be 2.39 million tons per day in Q3, decreasing to 2.28 million tons per day in Q4 [1] - Under pessimistic assumptions, crude steel production may be reduced by 10 to 20 million tons in Q4, leading to significant inventory pressure [1] Group 4 - Recommendations suggest seizing rebound opportunities in undervalued areas while paying attention to the downward pressure from crude steel reduction policies [1] - Risk factors include potential negative impacts from tariffs on exports and strict enforcement of crude steel reduction policies [1] - The demand outlook for coke is not optimistic, with no significant downward expectations for molten iron in the short term, but long-term demand for finished products remains under pressure [1] Group 5 - Coking coal mines are still profitable, but supply pressures persist, with short-term demand for molten iron supported by basic needs [1] - High levels of imports are stable, but price pressures exist, necessitating attention to coal mine safety regulations [1] - The cost of silicon manganese continues to exert pressure, with production control becoming increasingly difficult [1] Group 6 - The difficulty of destocking silicon iron is increasing, with challenges in inventory digestion as steel production declines [1] - The destocking process may accelerate during the peak season, with potential for valuation recovery, although the extent of rebound is limited [1] - Attention is required on production control measures from manufacturers [1]

2025年06月30日 | 国泰君安期货商品研究晨报 | | --- | 观点与策略 | 铜：美元弱势，支撑价格 | 3 | | --- | --- | | 锌：短期高位，关注量价 | 5 | | 铅：存旺季预期，支撑价格 | 6 | | 镍：矿端支撑有所松动，冶炼端限制上方弹性 | 7 | | 不锈钢：库存边际小幅去化，钢价修复但弹性有限 | 7 | | 碳酸锂：基本面承压叠加仓单矛盾，高波动或延续 | 9 | | 工业硅：减产消息扰动，关注上方空间 | 11 | | 多晶硅：关注市场情绪发酵 | 11 | | 铁矿石：预期反复，宽幅震荡 | 13 | | 螺纹钢：宽幅震荡 | 14 | | 热轧卷板：宽幅震荡 | 14 | | 硅铁：现货情绪提振，宽幅震荡 | 16 | | 锰硅：港口报价提振，宽幅震荡 | 16 | | 焦炭：震荡偏强 | 18 | | 焦煤：检查扰动持续发酵，震荡偏强 | 18 | | 动力煤：日耗修复，震荡企稳 | 20 | | 原木：主力切换，宽幅震荡 | 21 | | 对二甲苯：供应收缩，月差偏强 | 23 | | PTA：月差反套 | 23 | | MEG：单边偏弱 | 23 ...

2 硅铁&锰硅产业链周度报告 国泰君安期货研究所 黑色金属 李亚飞 投资咨询从业资格号： Z0021184 金园园 （联系人）从业资格号：F03134630 日期： 2025年6月29日 Guotai Junan Futures all rights reserved, please do not reprint 硅铁&锰硅观点：板块价格提振，矿端助推成本重心上移 | 基本面 | 条 | 硅 | 硅 | 铁 | 锰 | 目 | 当期值 | 当期值 | 比 | 同 | 比 | 比 | 同 | 比 | | | | | | | | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 环 | 环 | 周产量（周） ...