主要图表免责声明铁合金数据日报2023/2/21品种日内观点硅铁硅锰产业链数据环比项目数据双硅昨日盘面宽幅震荡，小幅收跌。从成本线来看，天津港加蓬矿、半碳酸价格继续下调0.2元/吨度、澳矿下调0.4元/吨度，兰炭价格暴跌至1155元/吨后持稳，硅锰成本线走弱，现货持续下跌，硅锰利润微薄，基本按需采购，硅铁端兰炭的超低价还未能流入库存，硅铁成本支撑较弱。整体基本面来看，双硅都是供大于求，需求略有好转，整体偏弱，但硅铁相较于硅锰更为弱势，操作上可以考虑空硅铁多硅锰的价差套利，此外需要注意二月钢招区间对双硅价格的影响。宁夏硅铁现价内蒙硅铁现价宁夏锰硅现价77007900730000项目数据环比7250锰硅2305结算价内蒙锰硅现价锰硅2309基差宁夏硅铁利润内蒙硅铁利润硅铁2305期现货市场-6-10-360硅铁2305结算价硅铁2309结算价锰硅2309结算价788077900-4236锰硅5-9价差108-1806硅铁9-1价差8-8204-100.7万利润持仓情况0.1万1008.50内蒙锰硅利润-346.64655.111640.50宁夏锰硅利润-480.646515.111图2、硅锰现货价格（元/吨）图8、硅锰09合约基差20.9万-0.2万锰硅230516.4万-0.6万图1、硅铁现货价格（元/吨）图7、硅锰05合约基差图6、硅铁09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-16基差及价差硅铁2309基差-90-1501016硅铁5-9价差锰硅9-1价差907450硅铁2305基差锰硅2305基差734210硅铁23091.1万0.0万锰硅2309图11、硅锰9-1价差图12、硅锰5-9价差300050007000900011000130001500017000190002020/1/12020/2/12020/3/12020/4/12020/5/12020/6/12020/7/12020/8/12020/9/12020/10/12020/11/12020/12/12021/1/12021/2/12021/3/12021/4/12021/5/12021/6/12021/7/12021/8/12021/9/12021/10/12021/11/12021/12/12022/1/12022/2/12022/3/12022/4/12022/5/12022/6/12022/7/12022/8/12022/9/12022/10/12022/11/12022/12/12023/1/12023/2/1宁夏硅铁内蒙硅铁30005000700090001100013000150002020/1/12020/2/12020/3/12020/4/12020/5/12020/6/12020/7/12020/8/12020/9/12020/10/12020/11/12020/12/12021/1/12021/2/12021/3/12021/4/12021/5/12021/6/12021/7/12021/8/12021/9/12021/10/12021/11/12021/12/12022/1/12022/2/12022/3/12022/4/12022/5/12022/6/12022/7/12022/8/12022/9/12022/10/12022/11/12022/12/12023/1/12023/2/1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-1000010002000300040005/166/167/168/169/1610/1611/1612/161/162/163/164/16SM2005基差SM2105基差SM2205基差SM2305基差-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-SM2309-2000020004000600080009/1610/1611/1612/161/162/163/164/165/166/167/168/16SF2009基差SF2109基差SF2209基差SF2309基差-1000-500050010001500200025003000350040009/1610/1611/1612/161/162/163/164/165/166/167/168/16SM2009基差SM2109基差SM2209基差SM2309基差-400-300-200-10001002003004005001/172/173/174/175/176/177/178/179/17SM2009-SM2101SM2109-SM2201SM2209-SM2301SM2309-SM2401