2025 年 7 月 3 日 硅铁：宏观情绪提振，震荡偏强 锰硅：宏观情绪提振，震荡偏强 金园园（联系人） 期货从业资格号：F03134630 jinyuanyuan2@gtht.com 【基本面跟踪】 硅铁、锰硅基本面数据 | | 期货合约 | | 收盘价 | 较前一交易日 | 成交量 | 持仓量 | | --- | --- | --- | --- | --- | --- | --- | | | 硅铁2508 | | 5446 | 166 | 8,955 | 21,646 | | 期 货 | 硅铁2509 | | 5436 | 166 | 274,236 | 195,900 | | | 锰硅2508 | | 5712 | 9 6 | 6,962 | 13,908 | | | 锰硅2509 | | 5726 | 102 | 305,351 | 382,828 | | | 项 目 | | | 价 格 | 较前一交易日 | 单 位 | | | | 硅铁:FeSi75-B:汇总价格:内蒙 | | 5100 | - | 元/吨 | | | | 硅锰:FeMn65Si17:内蒙 | | 5500 | - | 元/吨 | ...

2025 年 6 月 30 日 硅铁：现货情绪提振，宽幅震荡 锰硅：港口报价提振，宽幅震荡 李亚飞 投资咨询从业资格号：Z0021184 liyafei2@gtht.com | | 期货合约 | 收盘价 | 较前一交易日 | 成交量 | 持仓量 | | --- | --- | --- | --- | --- | --- | | | 硅铁2508 | 5394 | -28 | 24,264 | 25,828 | | 期 货 | 硅铁2509 | 5370 | -14 | 134,138 | 205,175 | | | 锰硅2508 | 5666 | - 6 | 23,906 | 21,552 | | | 锰硅2509 | 5670 | - 6 | 207,897 | 396,428 | | | 项 目 | | 价 格 | 较前一交易日 | 单 位 | | --- | --- | --- | --- | --- | --- | | | 硅铁:FeSi75-B:汇总价格:内蒙 | | 5150 | - | 元/吨 | | 现 货 | 硅锰:FeMn65Si17:内蒙 | | 5550 | +30.0 | 元/吨 | ...

2025 年 6 月 27 日 硅铁：现货情绪提振，宽幅震荡 锰硅：现货情绪提振，宽幅震荡 李亚飞 投资咨询从业资格号：Z0021184 liyafei2@gtht.com 金园园（联系人） 期货从业资格号：F03134630 jinyuanyuan2@gtht.com 【基本面跟踪】 硅铁、锰硅基本面数据 | | 期货合约 | 收盘价 | 较前一交易日 | 成交量 | 持仓量 | | --- | --- | --- | --- | --- | --- | | | 硅铁2508 | 5422 | 1 4 | 24,040 | 30,275 | | 期 货 | 硅铁2509 | 5384 | 1 0 | 197,830 | 221,410 | | | 锰硅2508 | 5672 | 2 0 | 23,926 | 22,884 | | | 锰硅2509 | 5676 | 2 2 | 266,707 | 398,460 | | | 项 目 | | 价 格 | 较前一交易日 | 单 位 | | | 硅铁:FeSi75-B:汇总价格:内蒙 | | 5150 | +50.0 | 元/吨 | | 现 货 | 硅锰:FeMn ...

库存 成本利润 30000 40000 50000 60000 70000 80000 90000 100000 110000 01/01 01/24 02/16 03/11 04/03 04/26 05/19 06/11 07/04 07/27 08/19 09/11 10/04 10/27 11/19 12/12 硅铁：60家样本企业：库存：中国（周） 2021 2022 2023 2024 2025 5000 10000 15000 20000 25000 01/01 01/26 02/20 03/17 04/11 05/06 05/31 06/25 07/20 08/14 09/08 10/03 10/28 11/22 12/17 硅铁：60家样本企业：库存：宁夏（周） 2021 2022 2023 2024 2025 0 10000 20000 30000 40000 50000 60000 01/01 01/26 02/20 03/17 04/11 05/06 05/31 06/25 07/20 08/14 09/08 10/03 10/28 11/22 12/17 硅铁：60家样本企业：库存：内 ...

李亚飞 投资咨询从业资格号：Z0021184 liyafei2@gtht.com 金园园（联系人） 期货从业资格号：F03134630 jinyuanyuan2@gtht.com 【基本面跟踪】 硅铁、锰硅基本面数据 2025 年 6 月 26 日 硅铁：宏观情绪扰动，宽幅震荡 锰硅：宏观情绪扰动，宽幅震荡 | | 期货合约 | 收盘价 | 较前一交易日 | 成交量 | 持仓量 | | --- | --- | --- | --- | --- | --- | | | 硅 铁2508 | 5408 | 8 2 | 21,115 | 32,649 | | 期 货 | 硅 铁2509 | 5374 | 8 6 | 178,400 | 226,267 | | | 锰 硅2508 | 5652 | 102 | 28,610 | 24,163 | | | 锰 硅2509 | 5654 | 9 8 | 327,757 | 401,426 | | | 项 目 | | 价 格 | 较前一交易日 | 单 位 | | 现 货 | 硅 铁:FeSi7 5-B:汇总价格:内 蒙 | | 5100 | - | 元/吨 | | | 硅 锰: ...

Group 1 - The electric carbide market is experiencing intense supply and demand dynamics, with prices showing volatility. On June 15, prices in the Wuhai region increased by 50 yuan per ton to 2400 yuan, but just two days later, on June 17, prices fell back to 2350 yuan due to weak price support and supply-demand battles [1] - Starting from June 13, the Inner Mongolia region implemented production limits due to electricity cost pressures, leading to a rapid contraction in supply, which initially supported price increases. However, several manufacturers have resumed production, significantly increasing market supply [2] - The demand side is showing weakness, particularly in the BDO industry, which is facing oversupply issues. It is projected that domestic BDO capacity will exceed 7 million tons by 2025, with utilization rates around 50%, severely limiting BDO's demand for electric carbide [3] Group 2 - The electric carbide market is currently in a phase of increasing supply, with several manufacturers resuming production and some downstream manufacturers undergoing maintenance, which has led to a passive increase in electric carbide supply [2] - There is a noticeable downward price linkage in the electric carbide market, driven by individual manufacturers' pricing strategies and the overall market dynamics. For instance, the Inner Mongolia Junzheng Chemical Company announced a price reduction of 50 yuan, prompting other manufacturers to follow suit [5][6] - The current market is also facing low raw material prices for Lantan, which has limited the cost support for electric carbide prices. The overall market sentiment suggests that the downward price trend may continue until a new equilibrium between supply, demand, and prices is established [7]

2025 年 6 月 25 日 硅铁：宏观情绪扰动，宽幅震荡 锰硅：宏观情绪扰动，宽幅震荡 李亚飞 投资咨询从业资格号：Z0021184 liyafei2@gtht.com | | 项 目 | | 价 格 | 较前一交易日 | 单 位 | | --- | --- | --- | --- | --- | --- | | | 硅铁:FeSi75-B:汇总价格:内蒙 | | 5100 | - | 元/吨 | | 现 货 | 硅锰:FeMn65Si17:内蒙 | | 5500 | - | 元/吨 | | | 锰矿:Mn44块 | | 37.0 | - | 元/吨度 | | | 兰炭:小料:神木 | | 580 | - | 元/吨 | | | 期现价差 | 硅铁 （现货-08期货） | -226 | +22 | 元/吨 | | | | 锰硅 （现货-09期货） | -56 | +54 | 元/吨 | | 价 差 | 近远月价差 | 硅铁2508-2509 | 3 8 | 6 | 元/吨 | | | | 锰硅2508-2509 | -12 | 2 | 元/吨 | | | 跨品种价差 | 锰硅2508-硅铁2508 | 2 ...

2025 年 6 月 23 日 硅铁：板块情绪共振，宽幅震荡 锰硅：矿端报价坚挺，宽幅震荡 李亚飞 投资咨询从业资格号：Z0021184 liyafei2@gtht.com 金园园（联系人） 期货从业资格号：F03134630 jinyuanyuan2@gtht.com 【基本面跟踪】 硅铁、锰硅基本面数据 | | 期货合约 | 收盘价 | 较前一交易日 | 成交量 | 持仓量 | | --- | --- | --- | --- | --- | --- | | | 硅铁2507 | 5482 | 1 2 | 8,913 | 45,521 | | 期 货 | 硅铁2509 | 5300 | -10 | 162,739 | 221,331 | | | 锰硅2507 | 5606 | 3 8 | 1,691 | 17,549 | | | 锰硅2509 | 5616 | 3 2 | 445,810 | 394,983 | | | 项 目 | | 价 格 | 较前一交易日 | 单 位 | | | 硅铁:FeSi75-B:汇总价格:内蒙 | | 5100 | - | 元/吨 | | --- | --- | --- | - ...

聚氯乙烯市场周报 研究员：林静宜 期货从业资格号F03139610 期货投资咨询从业证书号Z0021558 助理研究员：徐天泽 期货从业资格号F03133092 添加客服 关 注 我 们 获 取 更 多 资 讯 业务咨询 目录 瑞达期货研究院 「2025.06.20」 1、周度要点小结 2、期现市场 3、产业情况 4、期权市场分析 「 周度要点小结」 3 价格：国际油价受伊以冲突恶化影响走强，带动PVC乙烯法原料价格上涨。受此驱动，本周PVC盘面震荡 上涨。截至2025年6月20日收盘，V2509合约报收于4903元/吨，较上周收盘上涨0.91%。 基本面：供应端，本周河南宇航20万吨、新疆中泰40万吨装置停车检修，PVC产能利用率环比-0.63%至 78.62%。需求端，本周PVC下游开工率环比-1.49%至44.31%，其中管材开工率环比-2.81%至40.13%，型 材开工率环比-1.3%至36.25%。库存方面，本周PVC社会库存环比-0.74%至56.93万吨，去库趋势放缓，库 存压力不大。成本方面，本周国内部分电石装置成本性降负减产，电石价格上涨，带动电石法全国平均成 本上涨至5052元/吨附近； ...

铁合金早报 库存 成本利润 30000 40000 50000 60000 70000 80000 90000 100000 110000 01/01 01/24 02/16 03/11 04/03 04/26 05/19 06/11 07/04 07/27 08/19 09/11 10/04 10/27 11/19 12/12 硅铁：60家样本企业：库存：中国（周） 2021 2022 2023 2024 2025 5000 10000 15000 20000 25000 01/01 01/26 02/20 03/17 04/11 05/06 05/31 06/25 07/20 08/14 09/08 10/03 10/28 11/22 12/17 硅铁：60家样本企业：库存：宁夏（周） 2021 2022 2023 2024 2025 0 10000 20000 30000 40000 50000 60000 01/01 01/26 02/20 03/17 04/11 05/06 05/31 06/25 07/20 08/14 09/08 10/03 10/28 11/22 12/17 硅铁：60家样本企 ...