铁合金早报-20250509

1. Report Industry Investment Rating - No relevant information provided 2. Core Viewpoints - No clear core viewpoints presented in the given content 3. Summary by Related Catalogs Price - For silicon ferroalloy, prices vary by region and grade. For example, the latest price of 72 silicon ferroalloy in Ningxia is 5350, with a weekly change of -150, and the factory price converted to the futures price is 5610 [1]. - The price trends of silicon ferroalloy and silicon manganese alloy in different regions from 2021 - 2025 are presented through various price charts, including market prices, futures contract closing prices, and basis prices [2][6]. Supply - The production data of 136 silicon ferroalloy enterprises in China from 2021 - 2025 are shown, including monthly and weekly production, and capacity utilization rates in Inner Mongolia, Ningxia, and Shaanxi [4]. - The production data of silicon manganese alloy, such as weekly production in China, procurement volume and price of Hebei Iron and Steel Group, and enterprise start - up rates from 2021 - 2025 are provided [6]. Demand - Demand - related data include the estimated and actual production of crude steel in China, production of stainless - steel crude steel, and demand for silicon manganese alloy in China from 2021 - 2025 [4][7]. - The procurement volume of FeSi75 - B by Hebei Iron and Steel Group is also presented as an indicator of demand for silicon ferroalloy [4]. Inventory - Inventory data of silicon ferroalloy include the inventory of 60 sample enterprises in China, Ningxia, Inner Mongolia, and Shaanxi, as well as warehouse receipts, effective forecasts, and inventory average available days in different regions from 2021 - 2025 [5]. - For silicon manganese alloy, inventory data such as warehouse receipts, effective inventory, and inventory of 63 sample enterprises in China from 2021 - 2025 are provided [7]. Cost and Profit - Cost - related factors for silicon ferroalloy include electricity prices in different regions (Qinghai, Ningxia, Shaanxi, Inner Mongolia), market prices of raw materials like blue charcoal, and production costs in Ningxia and Inner Mongolia from 2021 - 2025 [5]. - Profit data of silicon ferroalloy include spot profit in Ningxia, export profit of 75 - grade silicon ferroalloy, and profit converted to the main futures contract in Inner Mongolia and Ningxia from 2021 - 2025 [5]. - For silicon manganese alloy, profit data in Inner Mongolia, Guangxi, and the profit converted to the main futures contract in Guangxi and Ningxia from 2021 - 2025 are presented [6][7].