Gabon's shipment volume to China may be halved in February. Can manganese silicon be treated more in the future market?

Gold Ten Futures Special CITIC Futures Comments: After the Spring Festival, the supply and demand of downstream building materials will rebound seasonally. At that time, silicon manganese is likely to follow the resumption of production, but the upward potential for production may not be as high as the previous round of production. The current too fast rise may overdraw some of the future "positive feedback on production". In addition, market rumors that Gabon's shipment volume to China in February will be halved or more than the constant, which further tightens the original low manganese ore inventory expectations. However, Gabon has not encountered any shipment bottlenecks at present. This news may need to be treated with caution. Silicon manganese is unlikely to reduce production in the short term, and the medium-term resumption of production space is slightly smaller. Due to the increase in speculation caused by the news, under high volatility, it may be possible to take a light position and try short every high. If the volatility converges and decreases, market participants can wait and see if the price can stabilize at around 6400, choose the opportunity to intervene in multiple orders, and wait for the positive feedback to resume production after the holiday to cash in.