永安期货铁合金早报-20250630

Report Industry Investment Rating - Not provided in the content Core Viewpoints - Not provided in the content Summary by Relevant Catalogs Price - For silicon ferroalloy, on June 30, 2025, the latest price of Ningxia 72 silicon ferroalloy natural block was 5130, with a weekly increase of 30; the latest price of Inner Mongolia 72 was 5150, with a weekly increase of 50; the export price of Tianjin 72 was 1020 US dollars, with a weekly decrease of 20 [2]. - For silicon - manganese alloy, on June 30, 2025, the latest price of Inner Mongolia 6517 silicon - manganese alloy at the production area was 5550, with a daily increase of 30 and a weekly increase of 50; the latest price of Ningxia 6517 was 5500, with a daily increase of 30 and a weekly increase of 100 [2]. Supply - The production data of 136 silicon ferroalloy enterprises in China from 2021 - 2025 are presented, including monthly production, weekly production (with a capacity share of 95%), and monthly capacity utilization rates in Inner Mongolia, Ningxia, and Shaanxi [4]. - The production data of silicon - manganese alloy in China from 2021 - 2025 are presented, including weekly production and the purchase volume and price of Hebei Iron and Steel Group [7]. Demand - The demand - related data of silicon ferroalloy and silicon - manganese alloy in China from 2021 - 2025 are presented, such as the estimated and actual production of crude steel, the production and price of metal magnesium, the export volume of silicon ferroalloy, and the demand for silicon - manganese alloy [4][5][8]. Inventory - The inventory data of 60 sample silicon ferroalloy enterprises in China from 2021 - 2025 are presented, including weekly inventory in China, Ningxia, Inner Mongolia, and Shaanxi, as well as the number of warehouse receipts and effective forecasts [6]. - The inventory data of silicon - manganese alloy from 2021 - 2025 are presented, including the number of warehouse receipts, effective forecasts, and the inventory of 63 sample enterprises in China [8]. Cost and Profit - The cost - profit - related data of silicon ferroalloy from 2021 - 2025 are presented, such as electricity prices in different regions, the market price and production profit of semi - coke, and the production cost and profit of silicon ferroalloy in Ningxia and Inner Mongolia [6]. - The cost - profit - related data of silicon - manganese alloy from 2021 - 2025 are presented, including the prices of raw materials such as chemical coke and manganese ore, and the profit of silicon - manganese alloy in Inner Mongolia, Guangxi, and other regions [7][8].