Mysteel：2023年四季度海外锰矿山季报摘要及国内表现-我的钢铁网

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<p>国内硅锰产量月均值99.03万吨，环比增7.09%，同比增18.08% 。</p> <p>国内进口锰矿月均值：266.18万吨，环比降1.46%，同比增4.03%。</p> <p>硅锰(6517) 指数均值：6361.83元/吨，环比降5.29%，同比降11.85%。</p> <p>天津港南非半碳酸 36%现货价格均值：30.5元/吨度，环比降3.48%，同比降11.98%。</p> <p>天津港口澳块43.5%现货价格均值：36.8元/吨度，环比降10.66%，同比降17.82%。</p> <p><strong>2023年四季度海外主要锰矿山报告（摘要）</strong><strong> </strong></p> <p><strong>OM控股集团（OM Holding Limited）</strong></p> <p>2023年四季度，16座熔炉中有15个正在运行，其中8座熔炉（包括6座<a href='https://m.mysteel.com/market/p-968-----030301-0--------1.html' target='_blank' style='color:#3861ab'>硅铁</a>熔炉和2座工业硅熔炉）生产硅铁，另外7个炉子生产锰合金。</p> <table border="1" cellspacing="0"> <tbody> <tr> <td valign="center" width="177"> <p align="center">单位（吨）</p> </td> <td valign="center" width="177"> <p align="center">2023年四季度</p> </td> <td valign="center" width="177"> <p align="center">2023年三季度</p> </td> <td valign="center" width="177"> <p align="center">2023年全年</p> </td> </tr> <tr> <td colspan="4" valign="center" width="710"> <p align="center">产量</p> </td> </tr> <tr> <td valign="center" width="177"> <p align="center">硅铁</p> </td> <td valign="center" width="177"> <p align="center">40635</p> </td> <td valign="center" width="177"> <p align="center">39296</p> </td> <td valign="center" width="177"> <p align="center">139529</p> </td> </tr> <tr> <td valign="center" width="177"> <p align="center">锰合金</p> </td> <td valign="center" width="177"> <p align="center">84571</p> </td> <td valign="center" width="177"> <p align="center">86934</p> </td> <td valign="center" width="177"> <p align="center">294432</p> </td> </tr> <tr> <td valign="center" width="177"> <p align="center">锰烧结矿</p> </td> <td valign="center" width="177"> <p align="center">43099</p> </td> <td valign="center" width="177"> <p align="center">38832</p> </td> <td valign="center" width="177"> <p align="center">154273</p> </td> </tr> <tr> <td colspan="4" valign="center" width="710"> <p align="center">销量</p> </td> </tr> <tr> <td valign="center" width="177"> <p align="center">硅铁</p> </td> <td valign="center" width="177"> <p align="center">43346</p> </td> <td valign="center" width="177"> <p align="center">34353</p> </td> <td valign="center" width="177"> <p align="center">135545</p> </td> </tr> <tr> <td valign="center" width="177"> <p align="center">锰合金</p> </td> <td valign="center" width="177"> <p align="center">113585</p> </td> <td valign="center" width="177"> <p align="center">67586</p> </td> <td valign="center" width="177"> <p align="center">290770</p> </td> </tr> <tr> <td valign="center" width="177"> <p align="center">锰烧结矿</p> </td> <td valign="center" width="177"> <p align="center">-</p> </td> <td valign="center" width="177"> <p align="center">1625</p> </td> <td valign="center" width="177"> <p align="center">1625</p> </td> </tr> </tbody> </table> <p>2023年四季度，硅铁产量环比增长3.4%（1339吨）。一台硅铁炉子在12月底开始进行热调试和性能测试，硅铁炉总数达到8台。</p> <p>锰合金产量小幅下降2.7%，或2363吨。</p> <p>2023年四季度，硅铁和锰合金的销量环比分别大幅增长26.2%和68.1%。</p> <p>工业硅转换项目的制造设备已抵运现场，更换工作已于2024年1月中旬开始，计划于2024年2月底完成。在此期间，两座工业硅熔炉都在生产硅铁，以最大限度地提高熔炉的利用率。</p> <p>2023年四季度，矿石和合金的成交量约为387271吨（包括内部交易），较上季度下降了35.9%，这主要是由于四季度锰矿石交易量的减少。</p> <p>2023年四季度，硅铁价格从1360美元/吨略微下降至1825美元/吨，硅锰价格则从945美元/吨下降至至900美元/吨，均为CIF 日本。价格下降的主要原因是年末全球需求量有所减少，以及中国硅铁冶炼厂的生产率提高。</p> <p align="justify"><strong>详情请点击此链接：<a href="https://thj.mysteel.com/a/24013117/A748FACD8ACA6ADA.html" info="0,34609229">https://thj.mysteel.com/a/24013117/A748FACD8ACA6ADA.html</a></strong></p> <p><strong>英美资源（Anglo American）</strong></p> <p>英美资源（Anglo American）2023年四季度锰矿产量为847800吨，环比下降16%，同比下降14%。主要是由于澳大利亚的产量下降和南非的生产率下降。</p> <p><img src="//img01.mysteelcdn.com/wz/uploaded/steel/2024/03/26/0424977a4fd8443e960a6d3c07f44ee4.png" alt="" width="553" height="85" /> </p> <p>（英美资源集团40%的可销售产品份额）</p> <p><strong>详情请点击此链接：<a href="https://thj.mysteel.com/a/24022217/46D5B13DAA4BDF21.html" info="0,34663439">https://thj.mysteel.com/a/24022217/46D5B13DAA4BDF21.html</a></strong></p> <p><strong>South32</strong></p> <table border="1" cellspacing="0"> <tbody> <tr> <td valign="center"> <p align="center">单位：万湿吨</p> </td> <td valign="center"> <p align="center">1H23</p> </td> <td valign="center"> <p align="center">1H24</p> </td> <td valign="center"> <p align="center">HoH</p> </td> <td valign="center"> <p align="center">2Q23</p> </td> <td valign="center"> <p align="center">1Q24</p> </td> <td valign="center"> <p align="center">2Q24</p> </td> <td valign="center"> <p align="center">QoQ</p> </td> </tr> <tr> <td valign="center"> <p align="center">锰矿产量</p> </td> <td valign="center"> <p align="center">293.7</p> </td> <td valign="center"> <p align="center">279</p> </td> <td valign="center"> <p align="center">-5%</p> </td> <td valign="center"> <p align="center">144.7</p> </td> <td valign="center"> <p align="center">151.8</p> </td> <td valign="center"> <p align="center">127.2</p> </td> <td valign="center"> <p align="center">-16%</p> </td> </tr> </tbody> </table> <p>2024财年上半年，南非锰业完成了计划维护，而产量下降影响了澳大利亚锰业的二次生产，锰矿总产量下降了5%。</p> <p><strong>澳大利亚锰业（60%股份）</strong></p> <table border="1" cellspacing="0"> <tbody> <tr> <td valign="center"> <p align="center">单位：万湿吨</p> </td> <td valign="center"> <p align="center">1H23</p> </td> <td valign="center"> <p align="center">1H24</p> </td> <td valign="center"> <p align="center">HoH</p> </td> <td valign="center"> <p align="center">2Q23</p> </td> <td valign="center"> <p align="center">1Q24</p> </td> <td valign="center"> <p align="center">2Q24</p> </td> <td valign="center"> <p align="center">同比</p> </td> <td valign="center"> <p align="center">环比</p> </td> </tr> <tr> <td valign="center"> <p align="center">锰矿产量</p> </td> <td valign="center"> <p align="center">184.4</p> </td> <td valign="center"> <p align="center">167.9</p> </td> <td valign="center"> <p align="center">-9%</p> </td> <td valign="center"> <p align="center">94.6</p> </td> <td valign="center"> <p align="center">89</p> </td> <td valign="center"> <p align="center">78.9</p> </td> <td valign="center"> <p align="center">-17%</p> </td> <td valign="center"> <p align="center">-11%</p> </td> </tr> <tr> <td valign="center"> <p align="center">锰矿销量</p> </td> <td valign="center"> <p align="center">165.2</p> </td> <td valign="center"> <p align="center">186.4</p> </td> <td valign="center"> <p align="center">13%</p> </td> <td valign="center"> <p align="center">87.3</p> </td> <td valign="center"> <p align="center">84</p> </td> <td valign="center"> <p align="center">92.4</p> </td> <td valign="center"> <p align="center">6%</p> </td> <td valign="center"> <p align="center">-2%</p> </td> </tr> </tbody> </table> <p align="justify">2024财年上半年，澳大利亚锰业的产量下降9%（16.5万湿吨）至167.9万湿吨，2024财年的指导产量保持不变，为340万湿吨。由于公路运输能力的提高和替代运输方案的实施，2023财年下半年的销售额增长了13%。</p> <p><strong>南非锰业（40%股份）</strong></p> <table border="1" cellspacing="0"> <tbody> <tr> <td valign="center"> <p align="center">单位：万湿吨</p> </td> <td valign="center"> <p align="center">1H23</p> </td> <td valign="center"> <p align="center">1H24</p> </td> <td valign="center"> <p align="center">HoH</p> </td> <td valign="center"> <p align="center">2Q23</p> </td> <td valign="center"> <p align="center">1Q24</p> </td> <td valign="center"> <p align="center">2Q24</p> </td> <td valign="center"> <p align="center">同比</p> </td> <td valign="center"> <p align="center">环比</p> </td> </tr> <tr> <td valign="center"> <p align="center">锰矿产量</p> </td> <td valign="center"> <p align="center">109.3</p> </td> <td valign="center"> <p align="center">111.1</p> </td> <td valign="center"> <p align="center">2%</p> </td> <td valign="center"> <p align="center">53.1</p> </td> <td valign="center"> <p align="center">62.8</p> </td> <td valign="center"> <p align="center">48.3</p> </td> <td valign="center"> <p align="center">-9%</p> </td> <td valign="center"> <p align="center">-23%</p> </td> </tr> <tr> <td valign="center"> <p align="center">锰矿销量</p> </td> <td valign="center"> <p align="center">103.2</p> </td> <td valign="center"> <p align="center">108.2</p> </td> <td valign="center"> <p align="center">5%</p> </td> <td valign="center"> <p align="center">55.9</p> </td> <td valign="center"> <p align="center">51.8</p> </td> <td valign="center"> <p align="center">56.4</p> </td> <td valign="center"> <p align="center">1%</p> </td> <td valign="center"> <p align="center">9%</p> </td> </tr> </tbody> </table> <p>2024财年上半年，南非锰业的产量增长了2%（1.8万湿吨），达到111.1万湿吨。但因Mamatwan矿的维护计划，2024财年二季度的产量环比下降了23%（14.5万湿吨）。2024财年的指导产量保持不变，为200万湿吨。</p> <p>因有上一季度结转的一批货物，2024财年二季度的销售额环比增长9%。</p> <p><strong>详情请点击此链接：<a href="https://thj.mysteel.com/a/24012409/FA6CC646493D211F.html" info="0,34579922">https://thj.mysteel.com/a/24012409/FA6CC646493D211F.html</a></strong></p> <p><strong>埃赫曼·康密劳（Eramet·Comilog）</strong></p> <p>2023年全年锰矿产量为740万吨，同比减少2%；锰矿运输量为660万吨，同比减少8%。</p> <p>锰合金产量为63.5万吨，同比减少6%；销量为63.5万吨，同比减少8%</p> <p>受上半年价格大幅下降和加蓬偶发性物流事件影响，2023年业绩有所下降。</p> <p><strong>2023年价格低迷：与上半年相比，下半年销售价格持续下行</strong><strong>。</strong></p> <p><strong>供需平衡略有盈余</strong></p> <p>矿石和合金的价格呈下降趋势，合金在2022年初达到了创纪录的水平（2023年12月中碳锰铁价格比2022年1月下降了60%）。迄今为止，Mn44%矿石指数价格为4.3美元/吨度，CIF中国。</p> <p><img src="//img08.mysteelcdn.com/wz/uploaded/steel/2024/03/26/0efb7e8b2c8c4a218466ca53d2c2153f.png" alt="" width="600" height="361.97183098591546" /> </p> <p><strong>下半年的产量弥补了上半年交通事故带来的影响</strong></p> <p><img src="//img02.mysteelcdn.com/wz/uploaded/steel/2024/03/26/0f5ebdea57094bfd87ccd10ea2e0bfd3.png" alt="" width="554" height="710" /> </p> <p><strong>价值重于产量战略：减少合金生产；价格下降导致利润紧缩</strong></p> <p>为适应市场条件，为使熔炉更换计划更有利于产品组合，锰合金销售量下降 8%，降至64万吨，同时，产量下降6%。</p> <p><img src="//img07.mysteelcdn.com/wz/uploaded/steel/2024/03/26/771de11913034ec7b86865d38d72c210.png" alt="" width="600" height="447.09141274238226" /> </p> <p><strong>详情请点击此链接：<a href="https://thj.mysteel.com/a/23072817/D1E672E82FFFB0CD.html" info="0,33132675">https://thj.mysteel.com/a/23072817/D1E672E82FFFB0CD.html</a></strong></p> <p><strong>Jupiter</strong></p> <p><strong>朱比特（Jupiter）</strong><strong>2</strong><strong>024财年二季度（截止2023年12月31日）生产及销售情况如下：</strong></p> <p><img src="//img08.mysteelcdn.com/wz/uploaded/steel/2024/03/26/e2c873c024be493f816567272ac35dae.png" alt="" width="600" height="355.29010238907847" /> </p> <p>注释1：</p> <p>Tshipi的大部分矿石以CIF价出售。2024财年二季度（截止2023年12月31日），按CIF价计算共售出488590吨（占全部数量的81%），按FOB价计算共售出136091吨（占全部数量的15%）。剩余的销售量（占全部数量的18%）是在矿山出厂价销售的基础上执行的。</p> <p><strong>采矿和生产</strong></p> <p><img src="//img06.mysteelcdn.com/wz/uploaded/steel/2024/03/26/354cc197e931415896710ffdc36abcd7.png" alt="" width="600" height="266.5557404326123" /> </p> <p>废料开采量比上一季度下降了 11%，主要原因是圣诞节期间劳动力供应不足以及极端天气造成的生产工时损失，雨季主要发生在本季度，并将持续到2024年2月。</p> <p>本季度产量大幅增加，Tshipi 公司在此期间创下了加工记录。截至 2023年12月底，Tshipi 所有产品的库存均保持稳定。</p> <p><strong>物流和销售</strong></p> <p><img src="//img06.mysteelcdn.com/wz/uploaded/steel/2024/03/26/384c2643bf244eb591bbaed96c4506e1.png" alt="" width="600" height="233.2191780821918" /> </p> <p>本季度受市场环境影响，南非公路运量依然低迷，铁路运量仍有机会增加。铁路货运量受到萨尔达尼亚至伊丽莎白港间铁路脱轨事故的影响。Tshipi于2023 年 10 月完成了其第一艘通过东伦敦的船舶的装运，并将于 2023年11月和12月完成更多的装运量。</p> <p>本季度的销售量增长有所放缓。这主要是时间因素造成的，本财年第一季度的销售量非常大，预计第三季度的销售量会更大。从活动时间的角度来看，在2023年12月进行的两次发货计入了2024年1月。</p> <p>因此，本财政年度的销售量仍在按计划进行。</p> <p><strong>市场展望</strong></p> <p>本季度锰矿石海运价格窄幅震荡，原因是中国锰矿石港口库存水平仍然较高，硅锰市场供过于求，对合金价格造成压力。</p> <p>本季度，因船只可利用性等因素，锰矿石生产商受到海运费上涨的负面影响。原因包括其他大宗商品需求的增加和巴拿马运河淤塞造成的延误。</p> <p>锰矿石价格支撑已经开始，这与中国港口锰矿石库存减少有关（2024 年 1 月底与一个月前相比减少了 11%）。这是由于锰矿石生产国对中国的出口减少，原因包括持续低价、物流中断和其他亚洲国家的需求。锰矿石港口库存的减少还与冶炼厂在农历新年假期前的补货活动相吻合。中国目前的库存量比2023年一季度的水平低 19%，当时的锰矿石的FOB价格比当前价格高15%（2023年一季度的海运费较当前低 10%）。</p> <p><img src="//img01.mysteelcdn.com/wz/uploaded/steel/2024/03/26/ef3b67b7388e45809a3756e59bbece60.png" alt="" width="600" height="170.35175879396982" /> </p> <p><strong>详情请点击此链接：<a href="https://thj.mysteel.com/a/23080910/E80027AB39568CC3.html" info="0,33159158">https://thj.mysteel.com/a/23080910/E80027AB39568CC3.html</a></strong></p> <p><strong>202</strong><strong>3</strong><strong>年</strong><strong>四</strong><strong>季度国内锰矿市场回顾</strong></p> <p><img src="//img06.mysteelcdn.com/wz/uploaded/steel/2024/03/26/85e4a496a1af4707b34114480a5ed61a.png" alt="" width="600" height="386.70520231213874" /> </p> <p>10月锰矿现货价格及情绪跟随盘面波动，下游厂家压价明显，锰矿采购需求未得到释放，成交放慢一定程度影响锰矿市场的信心，进入11月，锰矿价格跌幅放缓，汇率下降，锰矿现货成本支撑走弱，南方由于电费高位，及云南进入枯水期，在亏损加剧下12月预计减停产增加，锰矿依旧较为被动，价格持续震荡走弱，年底锰矿到港量减少，港口库存去库良好，海运费上涨持续发酵，南非半碳酸成本较有支撑，矿商顺势挺价，锰矿市场迎来回暖。</p> <p><strong>2023年四季度海外各大矿山对华锰矿装船报价（美元/干吨度，CIF中国）</strong></p> <p><strong><img src="//img01.mysteelcdn.com/wz/uploaded/steel/2024/03/26/6615dfcd70284ee4b7ac9c31036b2997.png" alt="" width="600" height="464.44954128440367" /> </strong></p> <p><strong>2023年四季度锰矿进口情况</strong></p> <p><img src="//img06.mysteelcdn.com/wz/uploaded/steel/2024/03/26/64b75c9f67d94ec4a4de50851b69d01d.png" alt="" width="600" height="340.9733124018838" /> </p> <p>2023年四季度，中国锰矿进口总量798.54万吨，环比减少0.78%，同比增加4.03%。其中，从南非进口锰矿387.07万吨，同比增加2.38%；从加蓬进口130.65万吨，同比减少12.2%；从澳大利亚进口147.07吨，同比增加16.81%；从巴西进口5.51万吨，同比减少32.48%。</p> <p><strong>国内港口锰矿库存变化</strong></p> <p><img src="//img04.mysteelcdn.com/wz/uploaded/steel/2024/03/26/ae3072b6a4494660af47b2d36f1ee5de.png" alt="" width="600" height="448.26589595375725" /> </p> <p>从周度均值来看，2023年四季度天津港库存周度均值453.87万吨，环比增加3.71%，同比减少4.29%；钦州港库存周度均值124.47万吨，环比减少8.97%，同比增加7.09%。</p> <p><strong>2023年四季度硅锰市场回顾</strong></p> <p>2023年四季度，全国硅锰价格指数周度均值6422元/吨，环比减少3.01%，同比减少10.89%。</p> <p><img src="//img06.mysteelcdn.com/wz/uploaded/steel/2024/03/26/07d6b2631782422c8675bf40923ff23f.png" alt="" width="600" height="410.1156069364162" /> </p> <p>10月，硅锰现货价格跟随盘面弱势下行，月初价格围绕在6830元/吨左右，因盘面价格下跌明显，盘面出货顺畅，影响现货成交，在10月钢招后，价格出现较大下跌，一路下跌至6520元/吨左右，同时出现被动累库情况。10月整体供需结构仍然维持供应过剩局势，北方延续高开工状态，南方开工相对平稳，但随着价格下行，出现了不同程度的降负荷及检修情况。</p> <p>11月，硅锰上半月盘面价格徘徊在6750上下，现货在6500-6550元/吨范围内，钢招落地6730元/吨，随后期现价格同步下滑，盘面下跌明显，一路跌至6400附近，现货被动跟跌，价格至6350元/吨附近，成交情况不佳，部分产区出现被动累库情况。11月整体开工小幅下滑，主要集中在宁夏及南方等高成本区域。</p> <p>12月，硅锰价格波动不大，期货价格有小幅反弹，但临近年末资金流出，价格出现下跌，整体来看盘面价格均徘徊在现货价格上方，期现价差较好，盘面高位为出货提供了机会，临近月末价格回调，市场情绪回落。</p> <p><img src="//img08.mysteelcdn.com/wz/uploaded/steel/2024/03/26/389ae560a511447b93a2916eb845cc1a.png" alt="" width="600" height="399.71098265895955" /> </p> <p>据<a href='https://m.mysteel.com/' target='_blank' style='color:#3861ab'>Mysteel</a>统计，2023年四季度，全国硅锰产量达297.08万吨，环比减少2.6%，同比增加18.07%。</p> <p><strong>2024年一季度市场展望</strong></p> <p>1月锰矿市场整体上行，外盘报价坚挺，矿商惜售情绪增加，部分有未完成采购的厂家顺势促成锰矿出现高位成交，临近年末价格依旧保持在较高位置。2月锰矿市场价格冲高后维持高位盘整，半碳酸矿表现最为明显，氧化矿价格盘整震荡。</p> <p>进入3月，钢铁市场需求增量逐步释放，钢厂端库存持续消耗，内蒙工厂开工率维持高位，宁夏产区处境艰难，进一步展开减停产计划，对锰矿整体需求有所减少，对价格形成一定制约，外盘价格持续上行，对锰矿的现货价格形成支撑。</p> <p>编、译：卞旻爱、高馨怡</p>  <br /> </div> </div> </article> <article class="content-block m-copyRight"> 资讯编辑：李美旦 021-26093962 </br> 资讯监督：黄佳音 021-26093225 </br> 资讯投诉：陈杰 021-26093100 </br> </article> <article class="content-block m-copyRight h-statement"> <p 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