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铁合金早报-20250507
Yong An Qi Huo·2025-05-07 13:26

Report Industry Investment Rating - Not provided in the given content Core Viewpoints - Not provided in the given content Summary by Relevant Catalogs Price - Silicon Iron: Market prices of 72% FeSi in different regions (Inner Mongolia, Qinghai, Ningxia, Shaanxi, Jiangsu, Tianjin) from 2021 - 2025 are presented, along with prices of 75% FeSi in Shaanxi, silicon iron export and import average prices, and various price differentials such as basis, month - to - month spreads, and the spread between silicon iron and silicon manganese [1][2]. - Silicon Manganese: Market prices, basis in different regions (Jiangsu, Inner Mongolia), price differentials (north - south, high - low grade), and prices of related raw materials (chemical coke, manganese ore) from 2021 - 2025 are shown [6]. Supply - Silicon Iron: Output data of 136 Chinese silicon iron enterprises (monthly and weekly), capacity utilization rates in Inner Mongolia, Ningxia, and Shaanxi, and export prices at Tianjin Port from 2021 - 2025 are provided [4]. - Silicon Manganese: Chinese silicon manganese output (weekly), prices of raw materials (chemical coke, manganese ore), and prices of related products (high - carbon ferromanganese, electrolytic manganese) from 2021 - 2025 are given [6]. Demand - Silicon Iron: Data on Chinese silicon iron export quantity, procurement volume and price of Hebei Iron and Steel Group, and production data of related industries (crude steel, stainless steel, metal magnesium) from 2021 - 2025 are included [4]. - Silicon Manganese: Chinese silicon manganese demand (in ten thousand tons), procurement volume and price of Hebei Iron and Steel Group, and crude steel production forecast data from 2021 - 2025 are presented [6][7]. Inventory - Silicon Iron: Inventory data of 60 sample enterprises in China, Inner Mongolia, Ningxia, and Shaanxi (weekly), warehouse receipt quantity, effective forecast, and inventory average available days in different regions from 2021 - 2025 are shown [5]. - Silicon Manganese: Warehouse receipt quantity, effective forecast, inventory + effective inventory, and inventory data of 63 sample enterprises in China (weekly) from 2021 - 2025 are provided [7]. Cost and Profit - Silicon Iron: Electricity prices in different regions, prices of raw materials (blue charcoal, silica, iron oxide scale), production costs and profits in Ningxia and Inner Mongolia from 2021 - 2025 are given [5]. - Silicon Manganese: Profits in Inner Mongolia, Guangxi, northern and southern regions, and Guangxi's profit converted to the main contract from 2021 - 2025 are presented [7].