主要图表免责声明铁合金数据日报2023/1/17品种日内观点硅铁硅锰产业链数据环比项目数据16日双硅低开低走，日内震荡，收盘均有不同程度的下跌。成本端来看，冶金焦价格持稳、电价持稳，天津港锰矿报价小幅上调，硅铁硅锰成本基本持稳，现货报价无变动利润区间不变。整体供给端双硅均有增量，需求量下滑势头减弱，库存量略微去库，厂家以交割前期订单为主，基本面持续走弱。目前黑色系情绪波动，受到铁矿石价格波动影响，存在回调趋势，春节前后这段时间有垒库需求，仓单增多，中期建议轻仓操作，双硅以高空为主。宁夏硅铁现价内蒙硅铁现价宁夏锰硅现价80008000735000项目数据环比7300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-68-198-1120硅铁2305结算价硅铁2301结算价锰硅2301结算价837286800-310112锰硅5-9价差78-37268硅铁1-5价差308-130-6000.0万利润持仓情况-0.2万742.50内蒙锰硅利润-324.5350826.50宁夏锰硅利润-332.5350图2、硅锰现货价格（元/吨）图8、硅锰01合约基差8.9万-0.3万锰硅230517.8万-2.0万图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1-5价差图10、硅铁5-9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-112基差及价差硅铁2301基差-680-238198112硅铁5-9价差锰硅1-5价差787588硅铁2305基差锰硅2305基差766072硅铁23010.0万-0.6万锰硅2301图11、硅锰1-5价差图12、硅锰5-9价差300050007000900011000130001500017000190002020/1/12020/2/12020/3/12020/4/12020/5/12020/6/12020/7/12020/8/12020/9/12020/10/12020/11/12020/12/12021/1/12021/2/12021/3/12021/4/12021/5/12021/6/12021/7/12021/8/12021/9/12021/10/12021/11/12021/12/12022/1/12022/2/12022/3/12022/4/12022/5/12022/6/12022/7/12022/8/12022/9/12022/10/12022/11/12022/12/12023/1/1宁夏硅铁内蒙硅铁30005000700090001100013000150002020/1/12020/2/12020/3/12020/4/12020/5/12020/6/12020/7/12020/8/12020/9/12020/10/12020/11/12020/12/12021/1/12021/2/12021/3/12021/4/12021/5/12021/6/12021/7/12021/8/12021/9/12021/10/12021/11/12021/12/12022/1/12022/2/12022/3/12022/4/12022/5/12022/6/12022/7/12022/8/12022/9/12022/10/12022/11/12022/12/12023/1/1宁夏硅锰内蒙硅锰-2000020004000600080001000012000140002019/1/32020/1/32021/1/32022/1/32023/1/3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-2000-10000100020003000400050001/162/163/164/165/166/167/168/169/1610/1611/1612/161/16SF2001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-1000-5000500100015002000250030001/162/163/164/165/166/167/168/169/1610/1611/1612/161/16SM2001基差SM2101基差SM2201基差SM2301基差-1000-50005001000150020002500300035005/206/96/297/198/88/289/1710/710/2711/1612/612/261/15SF2001-SF2005SF2101-SF2105SF2201-SF2205SF2301-SF2305-1000-50005001000150020005/206/96/297/198/88/289/1710/710/2711/1612/612/261/15SM2001-SM2005SM2101-SM2105SM2201-SM2205SM2301-SM2305-2000-1500-1000-500050010001500200025009/1610/1611/1612/161/162/163/164/16SF2005-SF2009SF2105-SF2109SF2205-SF2209SF2305-SF2309-1000-5000500100015009/1810/1811/1812/181/182/183/184/18SM2005-SM2009SM2105-SM2109SM2205-SM2209SM2305-SM2309