铁合金早报-20250529

Report Industry Investment Rating - No relevant content provided 2. Core Viewpoints - No clear core viewpoints provided in the given text 3. Summary by Related Catalogs Price - For silicon ferroalloy on May 29, 2025, the latest price of Ningxia 72 silicon ferro - natural block is 5250 yuan, with no daily change and a weekly decrease of 100 yuan; the latest price of Inner Mongolia 72 is 5320 yuan, with no daily change and a weekly decrease of 80 yuan; the latest price of Qinghai 72 is 5300 yuan, with a daily decrease of 50 yuan and a weekly decrease of 100 yuan; the latest price of Shaanxi 72 is 5250 yuan, with no daily change and a weekly decrease of 100 yuan; the latest price of Shaanxi 75 is 5900 yuan, with no daily or weekly change [2]. - For silicon manganese on May 29, 2025, the factory - ex price of Inner Mongolia 6517 is 5550 yuan, with no daily change and a weekly decrease of 30 yuan; the factory - ex price of Ningxia 6517 is 5400 yuan, with no daily change and a weekly decrease of 130 yuan; the factory - ex price of Guangxi 6517 is 5550 yuan, with no daily change and a weekly decrease of 50 yuan; the factory - ex price of Guizhou 6517 is 5500 yuan, with no daily change and a weekly decrease of 80 yuan; the factory - ex price of Yunnan 6517 is 5500 yuan, with no daily change and a weekly decrease of 70 yuan [2]. Supply - There are long - term data trends of the production of 136 silicon ferro enterprises in China (monthly and weekly, with a capacity proportion of 95%), and the capacity utilization rates of 136 silicon ferro production enterprises in Inner Mongolia, Ningxia, and Shaanxi (monthly) from 2021 - 2025 [4]. - There are long - term data trends of the production of silicon manganese in China (weekly) from 2021 - 2025 [6]. Demand - There are long - term data trends of the demand for silicon manganese in China (in ten thousand tons, according to the Steel Union's caliber) from 2021 - 2025 [4][7]. - There are long - term data trends of the procurement volume and price of FeSi75 - B by Hebei Iron and Steel Group (monthly) from 2021 - 2025 [4]. Inventory - There are long - term data trends of the inventory of 60 sample silicon ferro enterprises in China, Ningxia, Inner Mongolia, and Shaanxi (weekly), the total number of silicon ferro warehouse receipts on CZCE (daily), silicon ferro effective forecasts (daily), and the sum of warehouse receipts and effective forecasts (daily) from 2021 - 2025 [5]. - There are long - term data trends of the total number of silicon manganese warehouse receipts on CZCE (daily), silicon manganese effective forecasts (daily), silicon manganese warehouse receipts + effective inventory (daily), and the inventory of 63 sample silicon manganese enterprises in China (weekly, in tons) from 2021 - 2025 [7]. Cost Profit - There are long - term data trends of the electricity prices of ferroalloys in Qinghai, Ningxia, Shaanxi, and Inner Mongolia, the market mainstream price of small - sized semi - coke in Shaanxi, the semi - coke production start - up rate in China (weekly), the semi - coke production gross profit in China (daily), the market price of 98% silica in the northwest region of China (daily), and the market price of 70% Fe iron oxide scale in Shijiazhuang (daily) from 2021 - 2025 [5]. - There are long - term data trends of the production cost, the profit of converting to the main contract, and the spot profit of silicon ferro in Ningxia, the export profit of 75 silicon ferro (in RMB), the production cost and the profit of converting to the main contract of silicon ferro in Inner Mongolia from 2021 - 2025 [5]. - There are long - term data trends of the profit of silicon manganese in Inner Mongolia, Guangxi, the northern region, and the southern region (according to the Steel Union, in yuan/ton), the profit of converting Guangxi silicon manganese to the main contract, and the profit of converting Ningxia silicon manganese to the contract from 2021 - 2025 [7].