永安期货铁合金早报-20250610

Report Industry Investment Rating - Not provided in the content Core Viewpoint - Not provided in the content Summary by Directory Price - For silicon ferroalloy on June 10, 2025, the latest price of Ningxia 72 was 5100 yuan, with no daily change and a weekly decrease of 80 yuan; the latest price of Inner Mongolia 72 was 5150 yuan, with no daily change and a weekly decrease of 100 yuan; the latest price of Qinghai 72 was 5100 yuan, with a daily decrease of 50 yuan and a weekly decrease of 100 yuan; the latest price of Shaanxi 72 was 5100 yuan, with no daily change and a weekly decrease of 50 yuan; the latest price of Shaanxi 75 was 5750 yuan, with no daily change and a weekly decrease of 50 yuan; the latest price of Jiangsu 72 was 5280 yuan, with no daily change and a weekly decrease of 200 yuan; the latest price of Tianjin 72 was 5400 yuan, with a daily decrease of 100 yuan and no weekly change; the latest export price of Tianjin 72 was 1055 US dollars, with no daily or weekly change; the latest export price of Tianjin 75 was 1095 US dollars, with no daily or weekly change [2]. - For silicon manganese on June 10, 2025, the latest price of Inner Mongolia 6517 was 5450 yuan, with no daily change and a weekly increase of 50 yuan; the latest price of Ningxia 6517 was 5380 yuan, with no daily change and a weekly increase of 80 yuan; the latest price of Guangxi 6517 was 5500 yuan, with no daily change and a weekly increase of 50 yuan; the latest price of Guizhou 6517 was 5450 yuan, with no daily change and a weekly increase of 50 yuan; the latest price of Yunnan 6517 was 5450 yuan, with no daily change and a weekly increase of 50 yuan; the latest price of Guangxi 6014 was 5100 yuan, with no daily or weekly change; the latest price of Ningxia 6517 among traders was 5380 yuan, with no daily change and a weekly increase of 80 yuan; the latest price of Jiangsu 6517 among traders was 5540 yuan, with no daily change and a weekly increase of 90 yuan [2]. Supply - The monthly production volume of 136 silicon ferroalloy enterprises in China from 2021 - 2025 is presented, along with the weekly production volume of 136 silicon ferroalloy enterprises in China (with a production capacity accounting for 95%) during the same period; the monthly production capacity utilization rates of 136 silicon ferroalloy production enterprises in Inner Mongolia, Ningxia, and Shaanxi from 2021 - 2025 are also shown [5]. - The weekly production volume of silicon manganese in China from 2021 - 2025 is given, as well as the monthly procurement volume and price of silicon manganese 6517 by Hebei Iron and Steel Group during the same period [7]. Demand - The monthly estimated and revised production volume of crude steel in China from 2021 - 2025 is provided, along with the monthly production volume of stainless - steel crude steel in China during the same period; the monthly procurement volume of FeSi75 - B by Hebei Iron and Steel Group from 2021 - 2025 is also presented [5]. - The monthly demand volume of silicon manganese in China (according to Steel Union's data) from 2021 - 2025 is shown, along with the monthly export volume of silicon manganese in China during the same period [8]. Inventory - The weekly inventory of 60 sample silicon ferroalloy enterprises in China from 2021 - 2025 is presented, including the weekly inventory in Ningxia, Inner Mongolia, and Shaanxi; the daily total number of silicon ferroalloy warehouse receipts on CZCE from 2021 - 2025, the daily valid forecast, and the daily sum of warehouse receipts and valid forecast are also given; the monthly average available inventory days of silicon ferroalloy in East China, South China, and the North Region from 2021 - 2025 are shown [6]. - The daily total number of silicon manganese warehouse receipts on CZCE from 2021 - 2025, the daily valid forecast, and the daily sum of warehouse receipts and valid inventory are presented; the monthly average available inventory days of silicon manganese in China from 2021 - 2025 and the weekly inventory of 63 sample silicon manganese enterprises in China during the same period are also shown [8]. Cost and Profit - The electricity prices of ferroalloys in Qinghai, Ningxia, Shaanxi, and Inner Mongolia from 2021 - 2025 are presented, along with the market price of blue carbon small materials in Shaanxi, the operating rate of blue carbon in China, the production gross profit of blue carbon in China, the market price of 98% silica in the Northwest Region, and the market price of 70% Fe iron oxide scale in Shijiazhuang; the production cost of silicon ferroalloy in Ningxia and Inner Mongolia from 2021 - 2025, the profit of Ningxia silicon ferroalloy converted to the main contract, the spot profit of Ningxia silicon ferroalloy, the export profit of 75 silicon ferroalloy, and the profit of Inner Mongolia silicon ferroalloy converted to the main contract are also shown [6]. - The production cost - related prices of silicon manganese, such as the ex - factory price of chemical coke in Ordos, the aggregated prices of various manganese ores at Tianjin Port and Qinzhou Port, are presented; the profit of silicon manganese in Inner Mongolia, Guangxi, the North Region, and the South Region (according to Steel Union's data) from 2021 - 2025, the profit of Guangxi silicon manganese converted to the main contract, and the profit of Ningxia silicon manganese converted to the contract are also shown [7][8].