【锰硅：从6000涨到10000 锰硅今年能重演历史吗？】金十期货4月14日讯，现货端，截止4月11日，锰硅市场价为5650-5900元/吨；天津6517锰硅现货市场报价5750元/吨，环比上日持稳，折盘面5940/吨。基本面来看，供应逐渐减量，上周锰硅主产区生产企业减停产情况增加，钢联数据显示锰硅日产已经连续四周环比下降，后续大厂仍有减产计划，但终端需求改善仍待时间。锰矿端来看，South32发布5月南非半碳酸块报盘4.05美元/吨度，港口锰矿价格仍在震荡走弱，截止4月10日加蓬锰矿Mn44.5%汇总价格40.5元/吨，南非半碳酸Mn36.5%汇总价格34.5元/吨，成本端支撑亦有限。中辉期货分析师吴明近认为，锰硅上周大跌与自身基本面关系不大，主要是伴随宏观情绪短期走弱。锰硅供应减量、利润持续恶化的情况下，一旦国内外宏观预期有所改善，锰硅有望迎来技术型反弹机会。策略上，打开锰硅主连周k图会发现，从2024年4月开始，锰硅资金热度持续，盘面大起大落，下方在5900--6000附近获得支撑、企稳后基本都有不同程度的反弹行情。从主力09来看，中长线倾向于在6000大关附近低位埋伏或更具性价比，有效上破6150--6160关键压制或进一步打开主升空间、有望重演去年的超级行情。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.