成本端制约锰硅下降幅度,下方空间有限,区间震荡为主
2024-06-06 00:51:13
金十期货6月6日讯,据光大期货分析,周三,锰硅主力合约下跌1.86%,报收8324元/吨,宁夏地区现货市场价为8100元/吨,较前一日下降100元/吨。锰硅期价跌幅收窄,现货波动相对较小。钢招价格下调,市场趋于谨慎,成本端支撑较强。基本面来看,随着近期锰硅价格重心上移,锰硅生产即期利润持续扩大,企业复产意愿较强,开机率环比增加,下游铁水产量增幅放缓,需求端支撑力度下降。但原材料成本支持较强,港口锰矿价格仍十分坚挺,成本端制约锰硅下降幅度,下方空间有限,区间震荡为主。持续关注锰矿、开机及库存表现。
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