Group 1 - The core viewpoint of the news is that Ulanqab City is actively promoting financial support for enterprises, particularly through innovative financing models and collaboration with banks to address financing challenges faced by businesses [1][2][3][4] - Jitie Ferroalloy Co., a leading enterprise in the ferroalloy industry, has successfully utilized the "1+N" supply chain financing model, which has enabled over 10 upstream companies to secure loans, enhancing their bargaining power [1] - Ulanqab City has implemented a comprehensive financial assistance strategy, including establishing a financing demand push mechanism and conducting regular financial matching events, resulting in a total loan issuance of 1.322 billion yuan [1][2] Group 2 - The city has upgraded its services by organizing financial service teams to conduct direct visits to key enterprises, ensuring that financial policies and support reach the market effectively [2] - Ulanqab City has introduced innovative guarantee models, such as the "Smart Livestock Loan" and "Smart Inventory Loan," which have provided 51 million yuan in loans to 11 enterprises, addressing collateral shortages for small and micro enterprises [3] - The city has launched targeted financial service plans for specific industries, including the ferroalloy and potato industries, facilitating a total of 5.042 billion yuan in financing for the ferroalloy sector and implementing a "Pledge Model" for the potato industry [4]

Report Industry Investment Rating No relevant content provided. Core Views of the Report - Last Friday, the overall atmosphere in the commodity market declined slightly, and the prices of finished steel products showed a weak and oscillating trend. With the landing of the Politburo meeting and the cooling of the "anti - involution" sentiment, the market sentiment became more rational, and the futures market trend started to weaken. If the subsequent demand cannot be effectively restored, steel prices may not maintain the current level, and the futures prices may gradually return to the supply - demand logic. It is recommended to continuously monitor the recovery progress of terminal demand and the support of cost factors for finished steel prices [3]. - For iron ore, the current supply is in the traditional off - season of overseas mines, and the pressure is not significant. The steel mill profitability rate continues to rise, and although the short - term increase in hot metal may be limited, there is no sign of a rapid decline. It is necessary to pay attention to the change in terminal demand and the possible risks on the raw material side [6]. - Regarding manganese silicon and ferrosilicon, the "anti - involution" has not changed the over - supplied industrial pattern of manganese silicon. In the future, attention should be paid to the possible marginal weakening of demand. For ferrosilicon, it is expected that there will be a marginal weakening of demand in the future. It is recommended that speculative funds wait and see, while hedging funds can seize hedging opportunities according to their own situations [10][11]. - For industrial silicon, the problems of over - capacity, high inventory, and insufficient effective demand still exist. Although the demand in August can provide some support, it is necessary to pay attention to the resumption of production in major production areas. For polysilicon, it is expected to increase production in August, and the inventory is likely to accumulate. It is recommended that both long and short positions participate with caution [14][16]. - For glass, it is expected to oscillate in the short term. In the long term, if there are substantial policies in the real estate sector, the futures prices may continue to rise; otherwise, supply - side contraction is required for a significant increase. For soda ash, it is expected to oscillate in the short term, and there are still supply - demand contradictions in the long term. It is recommended to wait and see in the short term and look for short - selling opportunities in the long term [18][19]. Summary by Relevant Catalogs Steel - **Price and Position Information**: The closing price of the rebar main contract was 3213 yuan/ton, down 18 yuan/ton (- 0.55%) from the previous trading day. The registered warehouse receipts were 94,978 tons, a net increase of 1487 tons. The position of the main contract was 1.61211 million lots, a net decrease of 16,057 lots. The summary price of rebar in Tianjin was 3320 yuan/ton, unchanged from the previous day; in Shanghai, it was 3340 yuan/ton, down 20 yuan/ton. The closing price of the hot - rolled coil main contract was 3428 yuan/ton, down 12 yuan/ton (- 0.34%) from the previous trading day. The registered warehouse receipts were 70,915 tons, unchanged. The position of the main contract was 1.392227 million lots, a net decrease of 36,360 lots. The summary price of hot - rolled coils in Lecong was 3450 yuan/ton, down 20 yuan/ton; in Shanghai, it was 3450 yuan/ton, down 10 yuan/ton [2]. - **Fundamentals**: Rebar showed a pattern of both supply and demand increasing this week, and social inventory has accumulated for two consecutive weeks, with the increase further expanding this week. Hot - rolled coils showed a pattern of both supply and demand decreasing, and inventory accumulation was significant. Currently, the inventories of both rebar and hot - rolled coils are on the rise, steel mill profits are good, and production remains high, but the demand - side support is insufficient [3]. Iron Ore - **Price and Position Information**: The main contract of iron ore (I2509) closed at 790.00 yuan/ton, with a change of - 0.38% (- 3.00), and the position changed by - 27,288 lots to 308,100 lots. The weighted position of iron ore was 916,400 lots. The spot price of PB fines at Qingdao Port was 770 yuan/wet ton, with a basis of 28.02 yuan/ton and a basis ratio of 3.43% [5]. - **Fundamentals**: In terms of supply, the overseas iron ore shipment volume decreased, with both Australian and Brazilian shipments declining. The shipment volume from non - mainstream countries increased, and the arrival volume increased. In terms of demand, the daily average hot metal production was 240.32 tons, a decrease of 0.39 tons. Port inventory fluctuated slightly, and steel mill imported ore inventory increased slightly. Terminal data showed that the apparent demand for five major steel products weakened, and inventory increased [6]. Manganese Silicon and Ferrosilicon - **Price Information**: On August 8, the main contract of manganese silicon (SM509) oscillated, closing down 0.30% at 6046 yuan/ton. The spot price of 6517 manganese silicon in Tianjin was 5950 yuan/ton, unchanged from the previous day, with a premium of 94 yuan/ton over the futures. The main contract of ferrosilicon (SF509) closed down 1.06% at 5772 yuan/ton. The spot price of 72 ferrosilicon in Tianjin was 5900 yuan/ton, down 100 yuan/ton from the previous day, with a premium of 128 yuan/ton over the futures [8]. - **Market Analysis**: In the short term, it is recommended that investment positions wait and see, while hedging positions can participate opportunistically. The over - supplied industrial pattern of manganese silicon has not changed, and there may be a marginal weakening of demand in the future. For ferrosilicon, there has been no significant change, and it is expected that there will be a marginal weakening of demand [9][11]. Industrial Silicon and Polysilicon - **Industrial Silicon**: The closing price of the main contract of industrial silicon (SI2511) was 8710 yuan/ton, up 0.64% (+ 55). The weighted contract position changed by - 1995 lots to 533,795 lots. The spot price of non - oxygen - blown 553 in East China was 9100 yuan/ton, unchanged; the basis of the main contract was 390 yuan/ton. The price of 421 was 9700 yuan/ton, unchanged; the basis of the main contract was 190 yuan/ton. The price is expected to oscillate weakly [13][14]. - **Polysilicon**: The closing price of the main contract of polysilicon (PS2511) was 50,790 yuan/ton, up 1.36% (+ 680). The weighted contract position changed by - 15,312 lots to 360,328 lots. The average spot price of N - type granular silicon was 44.5 yuan/kg, unchanged; the average price of N - type dense material was 46 yuan/kg, unchanged; the average price of N - type re - feeding material was 47 yuan/kg, unchanged. The basis of the main contract was - 3790 yuan/ton. It is expected to increase production in August, with inventory likely to accumulate. It is recommended that both long and short positions participate with caution [15][16]. Glass and Soda Ash - **Glass**: The spot price in Shahe was 1181 yuan, unchanged; in Central China, it was 1190 yuan, unchanged. As of August 7, 2025, the total inventory of national float glass sample enterprises was 61.847 million weight boxes, a net increase of 2.348 million weight boxes (+ 3.95%) from the previous period, and a year - on - year decrease of 8.18%. The inventory days were 26.4 days, an increase of 0.9 days from the previous period. It is expected to oscillate in the short term and follow macro - sentiment in the long term [18]. - **Soda Ash**: The spot price was 1235 yuan, down 20 yuan from the previous day. As of August 7, 2025, the total inventory of domestic soda ash manufacturers was 1.8651 million tons, an increase of 13,300 tons (0.72%) from Monday. The downstream demand was tepid, mainly for rigid - demand procurement. It is expected to oscillate in the short term, and there are still supply - demand contradictions in the long term [19].

1. Report Industry Investment Rating No relevant information provided. 2. Core View of the Report The alloy market is experiencing a tug - of - war between market sentiment and fundamentals, leading to an oscillating trend in alloy prices. The "anti - involution" has disrupted market sentiment, while on the fundamental side, the iron - water output has contracted, and alloy demand may weaken. If the supply of silicon - iron and manganese - silicon continues to expand, the alloy prices may face pressure after the subsiding of the market sentiment. [3][5] 3. Summary According to Relevant Catalogs 3.1 Overall Market Conditions - This week, the alloy prices showed an oscillating trend. On Wednesday, the silicon - iron price was further boosted by the "anti - involution" sentiment. The weak employment data in the US has increased market expectations for interest - rate cuts. The iron - water output has decreased, and alloy demand may decline due to factors such as the expected September military parade. [5] - The silicon - iron 2509 contract closed at 5,772 yuan/ton, up 90 yuan/ton week - on - week, with 1,444,373 lots traded and 119,038 lots held (a decrease of 36,059 lots week - on - week). The manganese - silicon 2509 contract closed at 6,046 yuan/ton, up 84 yuan/ton week - on - week, with 1,547,336 lots traded and 227,914 lots held (a decrease of 43,349 lots week - on - week). [8] - The national silicon - iron spot prices were weak, with the 75B silicon - iron main - producing area quotes ranging from 5350 - 5500 yuan/ton, down 50 - 150 yuan/ton week - on - week. The national silicon - manganese spot quotes were in the range of 5700 - 6000 yuan/ton, with price fluctuations of 10 - 100 yuan/ton. [9] 3.2 Silicon - Iron Fundamental Data - **Supply**: The weekly silicon - iron output was 10.91 tons, a 4.3% week - on - week increase. The weekly开工率 was 34.32%, up 0.56 percentage points week - on - week. The increase in production was mainly contributed by Inner Mongolia and Gansu. [20][21] - **Demand**: In the steel - making demand, the blast - furnace capacity utilization rate of 247 steel enterprises was 90.09%, down 0.15 percentage points week - on - week, and the daily average iron - water output was 240.32 tons, down 0.39 tons week - on - week. In non - steel demand, the stainless - steel crude - steel output in June was 287.11 tons, down 14.59 tons month - on - month, and the July production schedule was expected to decline. The total metal - magnesium output in July was 6.86 tons, down 0.5% month - on - month. The silicon - iron export volume in June was 3.47 tons, down 3.96% month - on - month. [31][37] - **Inventory**: As of August 8, the inventory of 60 silicon - iron sample enterprises was 71,770 tons, up 6,180 tons week - on - week. The silicon - iron warehouse - receipt quantity was 19,646 lots, down 2396 lots week - on - week, equivalent to a de - stocking of 11,980 tons. The average available days of steel - mill silicon - iron inventory in July was 14.25 days, down 1.13 days. [42] - **Profit**: The weekly silicon - iron futures profit was 465 yuan, a 24% week - on - week increase, and the spot profit was 93 yuan, a 61.73% week - on - week decrease. [4] 3.3 Manganese - Silicon Fundamental Data - **Supply**: The weekly manganese - silicon output was 19.58 tons, a 2.6% week - on - week increase. The weekly开工率 was 43.43%, up 1.25 percentage points week - on - week. Inner Mongolia's production was at a historical high. [55] - **Raw Materials**: Overseas manganese - ore enterprises have raised their quotes, and the port prices of various manganese - ore varieties in Tianjin Port have slightly increased. The global manganese - ore departure volume has decreased, while the recent arrival volume at ports has increased. [63][67] - **Demand**: In the steel - making demand, the blast - furnace capacity utilization rate of 247 steel enterprises was 90.09%, down 0.15 percentage points week - on - week, and the daily average iron - water output was 240.32 tons, down 0.39 tons week - on - week. The weekly output of rebar increased by 10.12 tons, supporting the overall demand for manganese - silicon. [78] - **Inventory**: As of August 8, the inventory of 63 manganese - silicon sample enterprises was 161,500 tons, down 2,500 tons week - on - week. The manganese - silicon warehouse - receipt quantity was 76045 lots, down 1809 lots week - on - week, equivalent to a de - stocking of 9,045 tons. The average available days of steel - mill manganese - silicon inventory in July was 14.24 days, down 1.25 days. [83][87] - **Profit**: The weekly manganese - silicon futures profit was 229.42 yuan, a 12.21% week - on - week increase, and the spot profit was - 16.58 yuan, a 55.84% week - on - week increase. [4]

Report Industry Investment Rating - Not provided in the given content Core Viewpoints of the Report - The ferroalloy market shows a pattern of simultaneous growth in supply and demand, with a relatively stable fundamental situation. However, there is a need to be vigilant about the potential pressure caused by the continuous increase in supply in the later stage. After the cooling of the "anti - involution" trading sentiment, the weights of the delivery and basis logic for the 09 contract are gradually increasing, and it is expected to fluctuate around the warehouse receipt cost this week [4]. Summary According to Relevant Catalogs Chapter 1: Comprehensive Analysis and Trading Strategies Comprehensive Analysis - **Fundamentals**: In terms of supply, despite the previous call for self - restraint in production by leading enterprises, the production of ferrosilicon and silicomanganese continued to rise slightly this week due to price increases. On the demand side, the apparent demand for five major steel products decreased slightly, and the molten iron output of 247 steel mills also declined, but remained at a high level. Steel production increased slightly month - on - month, and the number of steel mill tenders also rose, providing support for alloys. In terms of cost, electricity prices were stable this week, and port manganese ore prices were generally firm, with overseas mines mostly raising their September US dollar quotes slightly. Overall, the alloy market shows a pattern of simultaneous growth in supply and demand, with a stable fundamental situation [4]. - **Market sentiment**: The leading "anti - involution" varieties showed differentiation this week. Although polysilicon and coking coal both closed up on the weekly line, their upward momentum slowed down significantly, and their driving effect on other commodities also weakened. After entering August, the weights of delivery and basis logic for the 09 contract began to gradually increase, and it is expected that commodity performance will continue to differentiate [4]. Strategy - **Single - side trading**: Operate around the warehouse receipt cost [5]. - **Arbitrage**: Consider cash - and - carry arbitrage when the basis is at a low level [5]. - **Options**: Adopt a wait - and - see approach [5]. Chapter 3: Weekly Data Tracking Supply and Demand Data Tracking - **Demand**: The average daily pig iron output of 247 sample steel mills was 2.4032 million tons, a decrease of 0.0039 million tons month - on - month. The weekly demand for ferrosilicon in five major steel products was 20,300 tons, an increase of 300 tons month - on - month; the weekly demand for silicomanganese in five major steel products was 125,200 tons, an increase of 1,500 tons month - on - month [10]. - **Supply**: The operating rate of 136 independent ferrosilicon enterprises was 34.32%, an increase of 0.56% month - on - month; the national ferrosilicon production was 109,100 tons, an increase of 4,700 tons month - on - month. The operating rate of 187 independent silicomanganese enterprises was 43.43%, an increase of 1.25% month - on - month; the national silicomanganese production was 195,800 tons, an increase of 5,000 tons month - on - month [11]. - **Inventory**: In the week of August 8th, the inventory of 60 independent ferrosilicon enterprises was 72,000 tons, an increase of 6,200 tons month - on - month; the inventory of 63 independent silicomanganese enterprises was 161,500 tons, a decrease of 2,500 tons month - on - month [12]. Spot Price - Basis - Graphs show the market prices of Inner Mongolia silicomanganese FeMn65Si17 and Inner Mongolia ferrosilicon 72%FeSi, as well as the basis of the main contract for Inner Mongolia silicomanganese and ferrosilicon from 2021 - 2025 [17]. Production Situation of Double - Silicon Enterprises - Graphs present the weekly production and operating rates of Chinese silicomanganese and ferrosilicon enterprises from 2021 - 2025 [23]. Steel Mill Production Situation - Graphs display the blast furnace capacity utilization rate, weekly total steel production, profitability rate, social total steel inventory, and daily molten iron output of 247 steel mills from 2021 - 2025 [29]. Silicomanganese Cost and Profit - There are tables and graphs showing the production costs, profits, and monthly production proportions of silicomanganese in different regions on August 7, 2025 [31]. Cost - Manganese Ore Price - Graphs show the prices of South African Mn36.5% semi - carbonate manganese lumps at Tianjin Port, South African South32 semi - carbonate manganese lumps FOB quotes, Tianjin Port manganese ore prices, and manganese ore forward FOB quotes from 2021 - 2025 [39]. Ferrosilicon Cost and Profit - There are tables and graphs presenting the production costs, profits, and monthly production proportions of ferrosilicon in different regions on August 7, 2025 [41]. Cost - Carbon Element and Electricity Price - Graphs show the prices of Fugu blue carbon small materials, Yulin thermal coal lump coal, Ningxia chemical coke, and regional electricity prices from 2021 - 2025 [48][51]. Double - Silicon Steel Tendering Prices of Representative Hebei Steel Mills - Graphs display the procurement prices of ferrosilicon FeSi75 - B and silicomanganese 6517 by Hebei Iron and Steel Group from 2020 - 2025 [53]. Silicomanganese and Ferrosilicon Supply - Monthly Production - Graphs show the cumulative and monthly production of Chinese silicomanganese and ferrosilicon from 2021 - 2025 [60][63]. Manganese Ore and Ferrosilicon Import and Export - Graphs present the monthly net imports of Chinese manganese ore and the monthly net exports of ferrosilicon from 2012 - 2025 [68]. Magnesium Metal Demand - Graphs show the price of Fugu magnesium metal Mg99.9% and the cumulative production of magnesium metal in Yulin, Shaanxi from 2013 - 2025 [70]. Silicon - Iron Inventory of Alloy Plants vs. Steel Mills - Graphs display the silicon - iron inventory of alloy plants, the regional silicon - iron inventory of alloy plants, the available days of silicon - iron inventory in steel mills, and the regional available days of silicon - iron inventory in steel mills from 2021 - 2025 [74]. Manganese Ore Inventory of Alloy Plants, Steel Mills, and Ports - Graphs show the available days of silicomanganese inventory in steel mills, the regional available days of silicomanganese inventory in steel mills, the total manganese ore inventory at Tianjin Port, and the silicomanganese inventory of alloy plants from 2021 - 2025 [77].

Report Summary 1. Report Industry Investment Rating No relevant information provided. 2. Core View of the Report The macro - aspect shows that the Fed's expectation of a September interest rate cut is rising, and tariff disturbances are increasing, leading to repeated fluctuations in market sentiment. The silicon - iron main contract should be treated as oscillating [6]. 3. Summary by Directory 3.1 Week - on - Week Summary - **Macro**: On July 30, the China Iron and Steel Association's meeting focused on "controlling production capacity, combating involution, strengthening collaboration, and promoting transformation". The new rural highway improvement plan aims to reconstruct 300,000 kilometers of rural roads by 2027 [6]. - **Overseas**: Trump proposed about 100% tariffs on chips and semiconductors, with Apple promising a $600 billion investment. Trump also imposed a 25% additional tariff on Indian goods, and India is negotiating within a 21 - day window [6]. - **Supply and Demand**: After profit improvement, production has rebounded rapidly in recent weeks, and inventory has also increased. The price of Ningxia semi - coke has risen, and steel demand is generally weak. Inner Mongolia's spot profit is 1 yuan/ton, and Ningxia's is 150 yuan/ton [6]. - **Technical**: The weekly K - line of the silicon - iron main contract is below the 60 - day moving average, showing a bearish weekly trend [6]. - **Strategy**: Treat the silicon - iron main contract as oscillating due to the macro - situation [6]. 3.2 Futures and Spot Market - **Futures Market**: As of August 8, the silicon - iron futures contract's open interest was 463,000 lots, a week - on - week increase of 63,000 lots. The 1 - 9 contract monthly spread was 186, a week - on - week increase of 56 points. The warehouse receipt quantity was 19,646, a week - on - week decrease of 2,396. The Ningxia silicon - iron price was 5,600 yuan/ton, unchanged from the previous week [12][17]. - **Spot Market**: As of August 8, the silicon - iron basis was - 242 yuan/ton, a week - on - week decrease of 70 points [20]. 3.3 Industry Chain Situation - **Production**: This week (August 7), the national silicon - iron capacity utilization rate was 34.32%, a week - on - week increase of 0.56%. The daily average output was 15,590 tons, a week - on - week increase of 4.45% (665 tons). The five major steel types' silicon - iron weekly demand was 20,266.3 tons, a week - on - week increase of 1.73%, and the national silicon - iron weekly supply was 109,100 tons [26]. - **Inventory**: This week (August 7), the national silicon - iron inventory was 71,700 tons, a week - on - week increase of 9.42% (6,180 tons). Inner Mongolia's inventory increased by 6,400 tons to 40,800 tons, while Ningxia's decreased by 300 tons to 9,100 tons [29]. - **Upstream**: As of August 4, the electricity prices in Ningxia and Inner Mongolia for silicon - manganese and silicon - iron were unchanged. As of August 7, the average price of Ningxia semi - coke was 636 yuan/ton, a week - on - week increase of 45 yuan/ton [35]. - **Downstream**: This week, the daily average hot - metal output of 247 steel mills was 2.4032 million tons, a week - on - week decrease of 390,000 tons but an increase of 862,000 tons compared to last year. From January to June 2025, the total silicon - iron export volume was 200,100 tons, a 10.09% decrease compared to the same period last year [47].

Core Viewpoint - Inner Mongolia Xintaiyuan New Materials Co., Ltd. is leveraging 5G technology and AI to transform its chromium iron production into a "5G + Smart Factory" model, promoting green and intelligent manufacturing in the high-energy-consuming industry, while enhancing safety and resource efficiency for sustainable development [1][2]. Group 1: Challenges and Solutions - The company faces three main challenges in its transition to a smart factory: safety risks from labor-intensive operations, inefficient management due to data silos, and delayed regulatory responses [2]. - Initial deployment of 5G remote control faced issues such as signal interruptions due to high temperatures and electromagnetic interference, as well as low acceptance of new technology among traditional workers [4]. - To address these challenges, the team from China Mobile Inner Mongolia engaged directly with workers, providing demonstrations and explanations to alleviate concerns about technological changes [4][5]. Group 2: Technological Implementation and Achievements - A comprehensive service system was established, including a 5G simulation control platform for training, and a "three-level response" service system for real-time monitoring and emergency support [7]. - Significant improvements were noted, including a 5% reduction in energy consumption per electric furnace, an increase in resource utilization rate to 98%, and annual cost savings exceeding 10 million yuan [7]. - The implementation of a precise energy control system led to a reduction of approximately 12,000 tons of carbon emissions annually, and a 20% decrease in electricity consumption through the use of solar panels and energy management systems [7].

Group 1 - The core viewpoint of the news is the establishment of the first "5G + Smart Factory" demonstration project in the ferrochrome industry by Inner Mongolia Xintaiyuan New Materials Co., Ltd. in collaboration with China Mobile Inner Mongolia, driven by the dual goals of "dual carbon" and digital transformation [2][3] - Inner Mongolia Xintaiyuan New Materials Co., Ltd. is the largest ferroalloy producer in the Ulanqab region, with a total investment of 2 billion yuan, and possesses globally leading ferrochrome production processes and environmental protection systems [3] - The company faces three main challenges in achieving the "smart factory" goal: safety risks from labor-intensive operations, inefficient management due to data silos, and the lagging nature of reactive regulation [3] Group 2 - The integration of 5G technology into traditional high-energy-consuming industries faces significant challenges, including the complex production environment that affects the stability of 5G equipment and the low acceptance of new technologies by traditional workers [3][4] - China Mobile's Ulanqab branch has actively engaged with frontline workers to alleviate their concerns about technological changes through demonstrations and case analyses, while also optimizing 5G equipment to enhance its anti-interference capabilities and heat dissipation [4][5] - A "three-level response" service system has been established to ensure production safety, including real-time monitoring of equipment anomalies, a 24-hour emergency response team, and a rapid spare parts allocation channel [6] Group 3 - The technological transformation has led to significant achievements, including a reduction in safety risks with the implementation of 5G remote control and AI visual monitoring systems, achieving zero major accidents for the year [6] - Production efficiency has improved, with a 5% reduction in energy consumption per electric furnace and a resource utilization rate reaching an industry-leading 98%, resulting in annual cost savings exceeding 10 million yuan [6] - The implementation of a precise energy control system has reduced carbon emissions by approximately 12,000 tons annually, and the collaboration of solar panels with energy management systems has decreased the factory's electricity demand by 20%, contributing positively to the "dual carbon" goals [6]

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 5500 0 -100 5800 主力合约 5834 -74 138 内蒙#72 5500 0 -100 5850 01合约 6012 -56 170 青海#72 5500 50 -100 5830 05合约 6090 -44 190 陕西#72 5450 0 -100 5750 09合约 5834 -74 138 陕西#75 5850 0 -100 主力月基差 -34 74 -238 江苏#72 5600 0 -200 1-5月差 -78 -12 -20 天津#72 6000 -50 0 5-9月差 256 30 52 铁合金早报 现货 盘面 最新 硅铁自然块 产区汇总价 硅铁合格块 贸易商价 品种 项目 硅锰产区出厂价 硅锰贸易商价 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） 2021 2022 2023 2024 2025 800 1 ...

黑色建材日报 2025-08-08 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 万林新 从业资格号：F03133967 0755-23375162 wanlx@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 3231 元/吨, 较上一交易日跌 3 元/吨（-0.09%）。当日注册仓单 93491 吨, 环 比增加 4235 吨。主力合约持仓量为 162.8167 万手，环比减少 24402 手。现货市场方面, 螺纹钢天津汇总 价格为 3320 元/吨, 环比减少 10/吨; 上海汇总价格为 3360 元/吨, 环比减少 10 元/吨。 热轧板卷主力 合约收盘价为 3440 元/吨, 较上一交易日跌 11 元/吨（-0.31%）。 当日注册仓单 70915 吨, 环比减少 0 吨。主力合约持仓量为 142.8587 万手，环比减少 31588 手。 现货方面, 热轧板卷乐从汇总价格为 3470 元/吨, 环比减少 0 元 ...

Group 1 - The core viewpoint emphasizes the importance of innovation platforms in gathering various innovative resources, which are crucial for technological innovation and organized research [1] - Since 2024, Luliang City has introduced a series of supportive policies to address the scarcity and weak capacity of innovation platforms, encouraging enterprises and research institutions to collaborate in building these platforms [2][3] - The city aims to enhance the performance assessment of innovation platforms and optimize their layout to improve quality and efficiency [2][3] Group 2 - The Shanxi Multi-functional Magnesium Alloy Forming Technology Innovation Center, established in Luliang, focuses on high-strength, heat-resistant magnesium alloys and aims to become a national leader in this field [2] - Luliang is recognized as a major base for high-quality coking coal, alumina production, and fragrant liquor, but faces challenges in attracting top research talent due to a lack of innovation platforms [2][3] - The city has committed to providing financial support for various innovation platforms, with funding of 5 million yuan for national-level platforms, 3 million yuan for provincial-level, and 1 million yuan for municipal-level platforms [2][3] Group 3 - Luliang's innovation platform construction is aligned with the city's key industrial chains and aims to foster collaboration between leading enterprises and research institutions [3] - As of 2024, Luliang has successfully approved five provincial-level innovation platforms and recognized 21 municipal-level platforms, increasing the total number of innovation platforms to 40 [3] - The city has also seen a rise in high-tech enterprises, with a total of 155, enhancing the collective strength of technological innovation [3] Group 4 - The Luliang Jiaocheng Yiwang Ferroalloy Co., Ltd. has developed a carbon-manganese iron smelting process, utilizing waste slag to produce inorganic fiber density boards, filling a domestic gap [4] - The company aims to leverage innovation platforms to address resource recycling technology challenges and enhance its green development [4] - Luliang has introduced 71 high-level scientific talents through various collaborative models, significantly improving the talent pool for ongoing innovation [5] Group 5 - The establishment of the Jiaocheng Expansion Zone marks a significant step in integrating into the regional innovation system and fostering new productive forces [6] - This zone aims to support the growth of high-growth enterprises and pillar industries, creating a collaborative development environment [6] - Luliang's policies and financial support are designed to guide the establishment of innovation platforms and address industrial technology challenges [6] Group 6 - Luliang's technology department is implementing an innovation platform support project to facilitate shared resources and collaborative research [7] - The city is focusing on performance evaluation and dynamic management of innovation platforms to ensure effective funding and support [7] - Plans are in place to clarify the positioning of each innovation platform and adjust them dynamically to form a systematic layout [7] Group 7 - The city aims to establish 10 new municipal-level or higher innovation platforms this year to enhance the overall capability and competitiveness of Luliang's innovation platforms [8]