Yongan Futures(SH:600927) Yong An Qi Huo·2025-06-25 02:54Report Industry Investment Rating - Not provided in the given content Core Viewpoints - Not provided in the given content Summary by Relevant Catalogs Price - For silicon ferroalloy on June 25, 2025, the latest price of Ningxia 72 silicon ferroalloy natural block was 5100 yuan, with no daily change and a weekly increase of 50 yuan; the main contract price was 5288 yuan, a daily decrease of 28 yuan and a weekly increase of 24 yuan [2]. - The latest price of Tianjin 72 silicon ferroalloy export (in US dollars) was 1020, with no daily change and a weekly decrease of 35 [2]. - For silicon manganese, the latest ex - factory price of Inner Mongolia 6517 was 5500 yuan, with no daily change and a weekly increase of 50 yuan; the main contract price was 5556 yuan, a daily decrease of 54 yuan and a weekly increase of 20 yuan [2]. Supply - The production volume of 136 silicon ferroalloy enterprises in China (monthly) and the production volume of 136 silicon ferroalloy enterprises in China (weekly, with a production capacity share of 95%) are presented from 2021 - 2025 [4]. - The production volume of silicon manganese in China (weekly) is shown from 2021 - 2025 [6]. Demand - The estimated and revised monthly production volume of crude steel in China from 2021 - 2025 is provided, which reflects the demand situation to some extent [4][7]. - The demand volume of silicon manganese in China (in ten thousand tons, according to the Steel Union's data) from 2021 - 2025 is presented [4][7]. Inventory - The inventory of 60 sample silicon ferroalloy enterprises in China (weekly) and the inventory of silicon ferroalloy in Ningxia (weekly) from 2021 - 2025 are shown [5]. - The total number of silicon manganese warehouse receipts (daily), effective forecasts (daily), and the sum of warehouse receipts and effective forecasts (daily) from 2021 - 2025 are presented [7]. Cost and Profit - The electricity prices of ferroalloys in Qinghai, Ningxia, Shaanxi, and Inner Mongolia from 2021 - 2025 are provided, which are important cost factors [5]. - The production cost and profit of silicon ferroalloy in Ningxia and Inner Mongolia from 2021 - 2025 are presented [5]. - The profit of silicon manganese in Inner Mongolia, Guangxi, and other regions from 2021 - 2025 is shown [7].