主要图表免责声明铁合金数据日报2022/9/30品种日内观点硅铁硅锰产业链数据环比项目数据硅铁节前增产态势依然保持，库存累计高位，硅锰下游需求开始回落，库存量居高不下，库存可用天数继续上升，整体供需依旧是呈现一个宽松的局面，往年金九银十的季节旺季并没有大幅改善当前双硅低迷的景象，成本利润端均无太大变化，逢高布空的策略不变。宁夏硅铁现价内蒙硅铁现价宁夏锰硅现价79007900720000项目数据环比7150锰硅2305结算价内蒙锰硅现价锰硅2301基差宁夏硅铁利润内蒙硅铁利润硅铁2305期现货市场34000硅铁2305结算价硅铁2301结算价锰硅2301结算价801881240-1820锰硅1-5价差86-118-34硅铁9-1价差-214-24-12-34-4417.2万利润持仓情况0.1万203.50内蒙锰硅利润-519.09150455.50宁夏锰硅利润-423.09150图2、硅锰现货价格（元/吨）图8、硅锰01合约基差1.4万-0.1万锰硅23050.2万0.0万图1、硅铁现货价格（元/吨）图7、硅锰05合约基差图6、硅铁01合约基差图3、硅铁现货利润（元/吨）图4、硅锰现货利润（元/吨）图9、硅铁9-1价差图10、硅铁1-5价差本报告由东吴期货研究所制作及发布。报告是基于本公司认为可靠的且目前已公开的信息撰写，本公司力求但不保证该信息的准确性和完整性，所表述的意见并不构成对任何人的投资建议，投资者需自行承担风险。未经本公司事先书面授权，不得对本报告进行任何有悖原意的引用、删节、修改、及用于其它用途。图5、硅铁05合约基差12基差及价差硅铁2301基差-224-960-12硅铁1-5价差锰硅9-1价差1067296硅铁2305基差锰硅2305基差7382-150硅铁23019.1万-0.3万锰硅2301图11、硅锰9-1价差图12、硅锰1-5价差300050007000900011000130001500017000190002020/1/12020/2/12020/3/12020/4/12020/5/12020/6/12020/7/12020/8/12020/9/12020/10/12020/11/12020/12/12021/1/12021/2/12021/3/12021/4/12021/5/12021/6/12021/7/12021/8/12021/9/12021/10/12021/11/12021/12/12022/1/12022/2/12022/3/12022/4/12022/5/12022/6/12022/7/12022/8/12022/9/1宁夏硅铁内蒙硅铁30005000700090001100013000150002020/1/12020/2/12020/3/12020/4/12020/5/12020/6/12020/7/12020/8/12020/9/12020/10/12020/11/12020/12/12021/1/12021/2/12021/3/12021/4/12021/5/12021/6/12021/7/12021/8/12021/9/12021/10/12021/11/12021/12/12022/1/12022/2/12022/3/12022/4/12022/5/12022/6/12022/7/12022/8/12022/9/1宁夏硅锰内蒙硅锰-2000020004000600080001000012000140002019/1/32020/1/32021/1/32022/1/3宁夏虚拟利润内蒙虚拟利润-1000-500050010001500内蒙虚拟利润宁夏虚拟利润-2000-1000010002000300040005000600070005/166/167/168/169/1610/1611/1612/161/162/163/164/16SF2005基差SF2005基差SF2105基差SF2205基差-2000-10000100020003000400050001/162/163/164/165/166/167/168/169/1610/1611/1612/16SF2001基差SF2101基差SF2201基差SF2301基差-1000010002000300040005/166/167/168/169/1610/1611/1612/161/162/163/164/16SM2005基差SM2105基差SM2205基差SM2305基差-1000-5000500100015002000250030001/162/163/164/165/166/167/168/169/1610/1611/1612/16SM2001基差SM2101基差SM2201基差SM2301基差-400-20002004006001/162/163/164/165/166/167/168/169/16SF1909-SF2001SF2009-SF2101SF2109-SF2201SF2209-SF2301-1000-50005001000150020002500300035005/206/96/297/198/88/289/1710/710/2711/1612/612/261/15SF2001-SF2005SF2101-SF2105SF2201-SF2205SF2301-SF2305-400-20002004006008001/162/163/164/165/166/167/168/169/16SM1909-SM2001SM2009-SM2101SM2109-SM2201SM2209-SM2301-1000-50005001000150020005/206/96/297/198/88/289/1710/710/2711/1612/612/261/15SM2001-SM2005SM2101-SM2105SM2201-SM2205SM2301-SM2305