Recently, due to the cold weather in the north, the increase in transportation costs, coupled with the limited power supply in Inner Mongolia, the low start of construction in Ningxia, and the recovery of the disk surface, the recovery sentiment of silicon-manganese spot has gradually become obvious. Today's silicon-manganese plant in Inner Mongolia is in the range of 6200-6250 yuan tons, and the factory is mainly based on long-term orders, and the spot is limited. Ningxia factories are currently mostly wait-and-see, and the offer is cautious, and individual factories are ** to 6300 yuan tons. The southern factory is relatively stable, and 6350-6400 yuan tons is still the mainstream. From the perspective of retail transaction mentality, the northern factory is lower than 6200, and the southern factory is lower than 6350 yuan.
Today's futures cash quotient ** on the basis remains unchanged, Ping Luoku 02-300;Fengzhen warehouse or Inner Mongolia factory mentions 02-260, and the mainstream shipment** is about 6200. At present, the downstream steel mills have completed the bidding work in December, and the pricing is maintained at about 6550 yuan tons in East China, and it is difficult to continue to press down. The bearish sentiment of the silicon-manganese market has slowed down, and it is believed that the market outlook will be slightly boosted.
On the whole, it is difficult to find low-price sources of spot and spot futures, and the factory sentiment has risen, but the follow-up market consolidation space is still limited in the short term.