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【硅锰】06月01日期货收盘评述-我的钢铁网
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width: 82px" x:str="">成交量</td> <td height="19" style="height: 19px; width: 72px" x:str="">涨跌</td> <td height="19" style="height: 19px; width: 79px" x:str="">持仓</td> <td height="19" style="height: 19px; width: 72px" x:str="">涨跌</td> <td height="19" style="height: 19px; width: 72px" x:str="">仓单</td> <td height="19" style="height: 19px; width: 109px" x:str="">有效预报仓单</td> </tr> <tr height="19"> <td height="19" style="height: 19px; width: 81px" x:num="44322">5月6日</td> <td height="19" style="height: 19px; width: 90px" x:num="7368">7368</td> <td height="19" style="height: 19px; width: 79px" x:num="0.0314">3.14%</td> <td height="19" style="height: 19px; width: 82px" x:num="271847">271847</td> <td height="19" style="height: 19px; width: 72px" x:num="-32414">-32414</td> <td height="19" style="height: 19px; width: 79px" x:num="143866">143866</td> <td height="19" style="height: 19px; width: 72px" x:num="-341">-341</td> <td height="19" style="height: 19px; width: 72px" x:num="14947">14947</td> <td height="19" style="height: 19px; width: 109px" x:num="9827">9827</td> </tr> <tr height="19"> <td height="19" style="height: 19px; width: 81px" x:num="44323">5月7日</td> <td height="19" style="height: 19px; width: 90px" x:num="7436">7436</td> <td height="19" style="height: 19px; width: 79px" x:num="0.0092">0.92%</td> <td height="19" style="height: 19px; width: 82px" x:num="344484">344484</td> <td height="19" style="height: 19px; width: 72px" x:num="72637">72637</td> <td height="19" style="height: 19px; width: 79px" x:num="158984">158984</td> <td height="19" style="height: 19px; width: 72px" x:num="15118">15118</td> <td height="19" style="height: 19px; width: 72px" x:num="15647">15647</td> <td height="19" style="height: 19px; width: 109px" x:num="9327">9327</td> </tr> <tr height="19"> <td height="19" style="height: 19px; width: 81px" x:num="44326">5月10日</td> <td height="19" style="height: 19px; width: 90px" x:num="7612">7612</td> <td height="19" style="height: 19px; width: 79px" x:num="0.0237">2.37%</td> <td height="19" style="height: 19px; width: 82px" x:num="383921">383921</td> <td height="19" style="height: 19px; width: 72px" x:num="39437">39437</td> <td height="19" style="height: 19px; width: 79px" x:num="168435">168435</td> <td height="19" style="height: 19px; width: 72px" x:num="9451">9451</td> <td height="19" style="height: 19px; width: 72px" x:num="15647">15647</td> <td height="19" style="height: 19px; width: 109px" x:num="9495">9495</td> </tr> <tr height="19"> <td height="19" style="height: 19px; width: 81px" x:num="44327">5月11日</td> <td height="19" style="height: 19px; width: 90px" x:num="7476">7476</td> <td height="19" style="height: 19px; width: 79px" x:num="-0.0179">-1.79%</td> <td height="19" style="height: 19px; width: 82px" x:num="291666">291666</td> <td height="19" style="height: 19px; width: 72px" x:num="-92255">-92255</td> <td height="19" style="height: 19px; width: 79px" x:num="162821">162821</td> <td height="19" style="height: 19px; width: 72px" x:num="-5614">-5614</td> <td height="19" style="height: 19px; width: 72px" x:num="16400">16400</td> <td height="19" style="height: 19px; width: 109px" x:num="8742">8742</td> </tr> <tr height="19"> <td height="19" style="height: 19px; width: 81px" x:num="44328">5月12日</td> <td height="19" style="height: 19px; width: 90px" x:num="7662">7662</td> <td height="19" style="height: 19px; width: 79px" x:num="0.0249">2.49%</td> <td height="19" style="height: 19px; width: 82px" x:num="410149">410149</td> <td height="19" style="height: 19px; width: 72px" x:num="118483">118483</td> <td height="19" style="height: 19px; width: 79px" x:num="187943">187943</td> <td height="19" style="height: 19px; width: 72px" x:num="25122">25122</td> <td height="19" style="height: 19px; width: 72px" x:num="17203">17203</td> <td height="19" style="height: 19px; width: 109px" x:num="8207">8207</td> </tr> <tr height="19"> <td height="19" style="height: 19px; width: 81px" x:num="44329">5月13日</td> <td height="19" style="height: 19px; width: 90px" x:num="7218">7218</td> <td height="19" style="height: 19px; width: 79px" x:num="-0.0579">-5.79%</td> <td height="19" style="height: 19px; width: 82px" x:num="548420">548420</td> <td height="19" style="height: 19px; width: 72px" x:num="138271">138271</td> <td height="19" style="height: 19px; width: 79px" x:num="182703">182703</td> <td height="19" style="height: 19px; width: 72px" x:num="-5240">-5240</td> <td height="19" style="height: 19px; width: 72px" x:num="17203">17203</td> <td height="19" style="height: 19px; width: 109px" x:num="8793">8793</td> </tr> <tr height="19"> <td height="19" style="height: 19px; width: 81px" x:num="44330">5月14日</td> <td height="19" style="height: 19px; width: 90px" x:num="7118">7118</td> <td height="19" style="height: 19px; width: 79px" x:num="-0.0139">-1.39%</td> <td height="19" style="height: 19px; width: 82px" x:num="462116">462116</td> <td height="19" style="height: 19px; width: 72px" x:num="-86304">-86304</td> <td height="19" style="height: 19px; width: 79px" x:num="169682">169682</td> <td height="19" style="height: 19px; width: 72px" x:num="-13021">-13021</td> <td height="19" style="height: 19px; width: 72px" x:num="19403">19403</td> <td height="19" style="height: 19px; width: 109px" x:num="6988">6988</td> </tr> <tr height="19"> <td height="19" style="height: 19px; width: 81px" x:num="44333">5月17日</td> <td height="19" style="height: 19px; width: 90px" x:num="7180">7180</td> <td height="19" style="height: 19px; width: 79px" x:num="0.0087">0.87%</td> <td height="19" style="height: 19px; width: 82px" x:num="237266">237266</td> <td height="19" style="height: 19px; width: 72px" x:num="-224850">-224850</td> <td height="19" style="height: 19px; width: 79px" x:num="164941">164941</td> <td height="19" style="height: 19px; width: 72px" x:num="-4741">-4741</td> <td height="19" style="height: 19px; width: 72px" x:num="20193">20193</td> <td height="19" style="height: 19px; width: 109px" x:num="6585">6585</td> </tr> <tr height="19"> <td height="19" style="height: 19px; width: 81px" x:num="44334">5月18日</td> <td height="19" style="height: 19px; width: 90px" x:num="7442">7442</td> <td height="19" style="height: 19px; width: 79px" x:num="0.0365">3.65%</td> <td height="19" style="height: 19px; width: 82px" x:num="324895">324895</td> <td height="19" style="height: 19px; width: 72px" x:num="87629">87629</td> <td height="19" style="height: 19px; width: 79px" x:num="158606">158606</td> <td height="19" style="height: 19px; width: 72px" x:num="-6335">-6335</td> <td height="19" style="height: 19px; width: 72px" x:num="20483">20483</td> <td height="19" style="height: 19px; width: 109px" x:num="290">290</td> </tr> <tr height="19"> <td height="19" style="height: 19px; width: 81px" x:num="44335">5月19日</td> <td height="19" style="height: 19px; width: 90px" x:num="7442">7442</td> <td height="19" style="height: 19px; width: 79px" x:num="0">0</td> <td height="19" style="height: 19px; width: 82px" x:num="444788">444788</td> <td height="19" style="height: 19px; width: 72px" x:num="119893">119893</td> <td height="19" style="height: 19px; width: 79px" x:num="152428">152428</td> <td height="19" style="height: 19px; width: 72px" x:num="-6178">-6178</td> <td height="19" style="height: 19px; width: 72px" x:num="20369">20369</td> <td height="19" style="height: 19px; width: 109px" x:num="7159">7159</td> </tr> <tr height="19"> <td height="19" style="height: 19px; width: 81px" x:num="44336">5月20日</td> <td height="19" style="height: 19px; width: 90px" x:num="7580">7580</td> <td height="19" style="height: 19px; width: 79px" x:num="0.0185">1.85%</td> <td height="19" style="height: 19px; width: 82px" x:num="545233">545233</td> <td height="19" style="height: 19px; width: 72px" x:num="100445">100445</td> <td height="19" style="height: 19px; width: 79px" x:num="169558">169558</td> <td height="19" style="height: 19px; width: 72px" x:num="17130">17130</td> <td height="19" style="height: 19px; width: 72px" x:num="20369">20369</td> <td height="19" style="height: 19px; width: 109px" x:num="7653">7653</td> </tr> <tr height="19"> <td height="19" style="height: 19px; width: 81px" x:num="44337">5月21日</td> <td height="19" style="height: 19px; width: 90px" x:num="7536">7536</td> <td height="19" style="height: 19px; width: 79px" x:num="-0.0058">-0.58%</td> <td height="19" style="height: 19px; width: 82px" x:num="507981">507981</td> <td height="19" style="height: 19px; width: 72px" x:num="-37252">-37252</td> <td height="19" style="height: 19px; width: 79px" x:num="162446">162446</td> <td height="19" style="height: 19px; width: 72px" x:num="-7112">-7112</td> <td height="19" style="height: 19px; width: 72px" x:num="20369">20369</td> <td height="19" style="height: 19px; width: 109px" x:num="7553">7553</td> </tr> <tr height="19"> <td height="19" style="height: 19px; width: 81px" x:num="44340">5月24日</td> <td height="19" style="height: 19px; width: 90px" x:num="7460">7460</td> <td height="19" style="height: 19px; width: 79px" x:num="-0.0101">-1.01%</td> <td height="19" style="height: 19px; width: 82px" x:num="490567">490567</td> <td height="19" style="height: 19px; width: 72px" x:num="-17414">-17414</td> <td height="19" style="height: 19px; width: 79px" x:num="146914">146914</td> <td height="19" style="height: 19px; width: 72px" x:num="-15532">-15532</td> <td height="19" style="height: 19px; width: 72px" x:num="20152">20152</td> <td height="19" style="height: 19px; width: 109px" x:num="8708">8708</td> </tr> <tr height="19"> <td height="19" style="height: 19px; width: 81px" x:num="44341">5月25日</td> <td height="19" style="height: 19px; width: 90px" x:num="7302">7302</td> <td height="19" style="height: 19px; width: 79px" x:num="-0.0212">-2.12%</td> <td height="19" style="height: 19px; width: 82px" x:num="535104">535104</td> <td height="19" style="height: 19px; width: 72px" x:num="-17413">-17413</td> <td height="19" style="height: 19px; width: 79px" x:num="152413">152413</td> <td height="19" style="height: 19px; width: 72px" x:num="-15531">-15531</td> <td height="19" style="height: 19px; width: 72px" x:num="20498">20498</td> <td height="19" style="height: 19px; width: 109px" x:num="8719">8719</td> </tr> <tr height="19"> <td height="19" style="height: 19px; width: 81px" x:num="44342">5月26日</td> <td height="19" style="height: 19px; width: 90px" x:num="7276">7276</td> <td height="19" style="height: 19px; width: 79px" x:num="-0.0036">-0.36%</td> <td height="19" style="height: 19px; width: 82px" x:num="236326">236326</td> <td height="19" style="height: 19px; width: 72px" x:num="-298778">-298778</td> <td height="19" style="height: 19px; width: 79px" x:num="153044">153044</td> <td height="19" style="height: 19px; width: 72px" x:num="631">631</td> <td height="19" style="height: 19px; width: 72px" x:num="20498">20498</td> <td height="19" style="height: 19px; width: 109px" x:num="9545">9545</td> </tr> <tr height="19"> <td height="19" style="height: 19px; width: 81px" x:num="44343">5月27日</td> <td height="19" style="height: 19px; width: 90px" x:num="7162">7162</td> <td height="19" style="height: 19px; width: 79px" x:num="-0.0157">-1.57%</td> <td height="19" style="height: 19px; width: 82px" x:num="331608">331608</td> <td height="19" style="height: 19px; width: 72px" x:num="95282">95282</td> <td height="19" style="height: 19px; width: 79px" x:num="156793">156793</td> <td height="19" style="height: 19px; width: 72px" x:num="3749">3749</td> <td height="19" style="height: 19px; width: 72px" x:num="21215">21215</td> <td height="19" style="height: 19px; width: 109px" x:num="9425">9425</td> </tr> <tr height="19"> <td height="19" style="height: 19px; width: 81px" x:num="44344">5月28日</td> <td height="19" style="height: 19px; width: 90px" x:num="7464">7464</td> <td height="19" style="height: 19px; width: 79px" x:num="0.0422">4.22%</td> <td height="19" style="height: 19px; width: 82px" x:num="409391">409391</td> <td height="19" style="height: 19px; width: 72px" x:num="77783">77783</td> <td height="19" style="height: 19px; width: 79px" x:num="137233">137233</td> <td height="19" style="height: 19px; width: 72px" x:num="-19560">-19560</td> <td height="19" style="height: 19px; width: 72px" x:num="21449">21449</td> <td height="19" style="height: 19px; width: 109px" x:num="9050">9050</td> </tr> <tr height="19"> <td height="19" style="height: 19px; width: 81px" x:num="44347">5月31日</td> <td height="19" style="height: 19px; width: 90px" x:num="7772">7772</td> <td height="19" style="height: 19px; width: 79px" x:num="0.0413">4.13%</td> <td height="19" style="height: 19px; width: 82px" x:num="524831">524831</td> <td height="19" style="height: 19px; width: 72px" x:num="115440">115440</td> <td height="19" style="height: 19px; width: 79px" x:num="171425">171425</td> <td height="19" style="height: 19px; width: 72px" x:num="34192">34192</td> <td height="19" style="height: 19px; width: 72px" x:num="21970">21970</td> <td height="19" style="height: 19px; width: 109px" x:num="9269">9269</td> </tr> <tr height="19"> <td height="19" style="height: 19px; width: 81px" x:num="44348">6月1日</td> <td height="19" style="height: 19px; width: 90px" x:num="7772">7772</td> <td height="19" style="height: 19px; width: 79px" x:num="0">0</td> <td height="19" style="height: 19px; width: 82px" x:num="450140">450140</td> <td height="19" style="height: 19px; width: 72px" x:num="-74691">-74691</td> <td height="19" style="height: 19px; width: 79px" x:num="178980">178980</td> <td height="19" style="height: 19px; width: 72px" x:num="7555">7555</td> <td height="19" style="height: 19px; width: 72px" x:num="21830">21830</td> <td height="19" style="height: 19px; width: 109px" x:num="8992">8992</td> </tr> </tbody> </table> <p>期货方面:硅锰09合约高开震荡,录得十字阴线。在宁夏能耗双控预期下硅锰表现在黑色系中极其坚挺抗跌,在<a href='https://m.mysteel.com/market/p-967-----03-0--------1.html' target='_blank' style='color:#3861ab'>炉料</a>-成材普遍反弹后又率先突破5月高点。然而不同于现货升水期货的其他炉料品种,近月以来硅锰期现基差仍未能收敛,缺乏基本面支撑的盘面难以长期独立走强。5月硅锰产量环比继续大增,考虑到事件冲击后硅锰产能过剩之难题并未有效化解,09合约的想象力溢价或将逐渐退却。建议套保空单轻仓持有。</p> <p>现货方面:万众瞩目的宁夏能耗双控政策文件并未如期发布,去产能落地之难度或强于预期。期货主升浪难以带动现货的弱现实,盘面高波动与现货低波动的错配为点价交易提供机会。交割库及社库出货情况表现偏弱,而在限电放宽趋势下的内蒙产量回升确定性较强,5月内蒙硅锰产量环比再增5.4万吨印证了潜在供给过剩压力。而广西、内蒙已进入夏季错峰生产时期,考虑到今年夏天<a href='https://m.mysteel.com/market/p-967-----0502-0--------1.html' target='_blank' style='color:#3861ab'>煤炭</a>供应紧张、华南地区缺水情况难以扭转,不排除生产旺季的限电举措成为常态这也会带来价格回落过程中的剧烈反弹风险。上游方面,在澳矿情绪炒作退潮后现货矿重归平静,<a href='https://m.mysteel.com/market/p-968-----0311-0--------1.html' target='_blank' style='color:#3861ab'>进口矿</a>与港口价格仍旧倒挂。今日硅锰6517#北方主流报价升至7150-7200元/吨(含税现金出厂加工块),为近半个月来首度提价。锰矿方面:天津港澳块报价暂稳40元/吨度,半碳酸报价34-34.5元/吨度。</p> <!--指标说明附件--> <br /> </div> </div> </article> <article class="content-block m-copyRight"> 资讯编辑:王慧敏 021-26093807 </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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