20230811-银河期货-整体保持平稳_市场观望态度较强_23页_9mb
报告摘要
- Macro: Energy policy (能耗双控) has not significantly affected supply yet. Demand factors supporting steel prices include appliance, auto consumption stimulation and urban village renewal in major cities. Limited production/consumption policies may continue.
- Raw Material Market:
- Silicon: Spot market demand is strong but transportation hindrances (weather) restrict procurement. Raw material prices (anthracite, electrode, iron oxide) are high/falling, providing support. August steel purchase demand may peak near the end of the month.
- Manganese: Spot market is favorable. Steel purchase prices and rising costs (manganese ore, coking) support high firm pricing. Finished goods (metal magnesium) procurements are tight.
- Prices:
- SI (Silicon): 7072 for the week, down 1.7%.
- MN (Manganese): 6920, up 2.6%.
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