【 Macro and Industry News 】
The total shipment volume of South African manganese ore in this period was 380,000 tons, up 48.38% compared with last week and down 25.16% compared with the same period last year; The total shipment volume of Australian manganese ore in this period was 52,500 tons, down 28.14% compared with last week, down 70.26% compared with the same period last year; The total shipment volume of Gabon manganese ore in this period was 163,100 tons, up by 118.84% compared with last week and 53.98% compared with the same period last year.
[trend strength]
Trend strength of ferrosilicon: 0; Trend strength of manganese silicon: 0
Note: The trend strength is an integer in the range of -2,2. Strength degree is classified as follows: weak, weak, neutral, strong, strong, -2 indicates the most bearish, 2 indicates the most bullish.
[Views and Suggestions]
Ferrosilicon and manganese silicon day wide shock, demand is still the dominant logic of the current double silicon price operation. From the perspective of plate negative feedback chain conduction, the sheet needs continuous pressure, and the output is correspondingly weakened, which has a direct impact on the demand for double silicon. At present, the profit of the double silicon industry chain has not formed constraints on the upstream supply, and the industrial contradiction of relatively loose double silicon supply has not been resolved, and the price pressure still exists. However, as the market price continues to fall, the marginal response of silicon price to weak demand tends to weaken, which intensifies the lateral volatility of short-term price. In the short term, the industrial pattern is still weak, the demand is expected to repeat the situation still exists, double silicon overall or low shock to the idea of treatment.
