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和crush双向爆灯只差一瓶茉莉茶

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上游工厂库存分化，硅铁小幅累库但压力不大，硅锰库存高位。成本端，焦炭第一轮提涨逐步落地，锰矿价格偏稳。在低供应状态下，再度大跌挤压利润的必要性下降。需求端，钢厂生产强度走平，复产进度受利润和安全生产约束导致不及预期，冬季补库进入尾声。预计价格维持震荡格局。　　观点：观望。　　（张少达 期货交易咨询从业信息：Z0017566，仅供参考）责任编辑：赵思远

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