永安期货铁合金早报-20250523

1. Report Industry Investment Rating - No relevant information provided. 2. Core View - No clear core view presented in the provided content. 3. Summary by Related Catalogs Price - For silicon - iron, prices vary by region and grade. For example, the latest price of Ningxia 72 is 5350 yuan, with no daily change and a weekly decrease of 50 yuan; the latest price of Inner Mongolia 6517 is 5580 yuan, with no daily change and a weekly decrease of 70 yuan [1]. - For silicon - manganese, the closing price of the main contract of CZCE silicon - manganese shows different trends over the years from 2021 - 2025 [6]. Supply - The production of 136 silicon - iron enterprises in China (weekly, with a capacity share of 95%) and the monthly production of 136 silicon - iron enterprises in China show different trends from 2021 - 2025. The capacity utilization rates of 136 silicon - iron production enterprises in Inner Mongolia, Ningxia, and Shaanxi also vary over time [4]. - The weekly production of silicon - manganese in China from 2021 - 2025 is presented, and the capacity utilization rate of silicon - manganese enterprises in China is also shown [6]. Demand - The estimated and actual production of crude steel in China (monthly, in ten thousand tons), the production of stainless - steel crude steel in China (monthly, in ten thousand tons), and the demand for silicon - manganese in China (in ten thousand tons, according to the Steel Union's caliber) are provided for the years 2021 - 2025 [4][7]. Inventory - The inventory of 60 sample silicon - iron enterprises in China, Ningxia, Inner Mongolia, and Shaanxi (weekly), the number of CZCE silicon - iron warehouse receipts (daily), and the inventory average available days of silicon - iron in different regions (monthly) are shown from 2021 - 2025 [5]. - The inventory - related data of silicon - manganese, including the number of CZCE silicon - manganese warehouse receipts (daily), the effective forecast (daily), the sum of warehouse receipts and effective inventory (daily), and the inventory of 63 sample silicon - manganese enterprises in China (weekly, in tons), are presented for 2021 - 2025 [7]. Cost and Profit - The electricity prices of ferroalloys in different regions (daily), the market price of semi - coke, the production cost and profit of silicon - iron in Ningxia and Inner Mongolia, and the export profit of 75 - grade silicon - iron are provided for 2021 - 2025 [5]. - The profit of silicon - manganese in Inner Mongolia, Guangxi, the northern and southern regions (according to the Steel Union's caliber, in yuan per ton), and the profit of silicon - manganese converted to the main contract in Guangxi and Ningxia are shown from 2021 - 2025 [7].