永安期货铁合金早报-20250714

Report Industry Investment Rating - Not provided in the given content Core Viewpoints - Not provided in the given content Summary by Relevant Catalogs Price - On July 14, 2025, the latest price of silicon - iron natural block (Ningxia 72) was 5200 yuan, with a daily change of 50 yuan and a weekly change of 50 yuan; the latest price of silicon - iron qualified block (Jiangsu 72) was 5600 yuan, with a daily change of 0 yuan and a weekly change of 100 yuan; the latest price of silicon - manganese产区出厂价 (Inner Mongolia 6517) was 5600 yuan, with a daily change of 50 yuan and a weekly change of 50 yuan [2] - There are long - term price trend charts for various silicon - iron and silicon - manganese products from 2021 - 2025, including market prices, export and import prices, and contract closing prices [3][4][6] Supply - There are data on the production volume of 136 silicon - iron enterprises in China (monthly and weekly), and the capacity utilization rate and start - up rate of 136 silicon - iron production enterprises in Inner Mongolia, Ningxia, and Shaanxi (monthly and weekly) from 2021 - 2025 [4] - The weekly production volume data of silicon - manganese in China from 2021 - 2025 are provided [6] Demand - There are data on the estimated and actual production volume of crude steel in China (monthly, in ten thousand tons), the production volume of stainless - steel crude steel in China (monthly, in ten thousand tons), and the demand volume of silicon - manganese in China (in ten thousand tons) from 2021 - 2025 [4][6][7] - Data on the procurement volume and price of FeSi75 - B by Hebei Iron and Steel Group (monthly) and the procurement volume and price of FeMn65Si17 by Hebei Iron and Steel Group (monthly) are provided [4][6] Inventory - There are data on the inventory of 60 sample silicon - iron enterprises in China, Ningxia, Inner Mongolia, and Shaanxi (weekly), and the inventory data of silicon - iron in CZCE (including warehouse receipts, effective forecasts, and their sum, daily) from 2021 - 2025 [5] - There are data on the inventory of silicon - manganese in CZCE (including warehouse receipts, effective forecasts, and their sum, daily), and the inventory data of 63 sample silicon - manganese enterprises in China (weekly, in tons) from 2021 - 2025 [7] Cost and Profit - There are data on the electricity price of ferroalloys in Qinghai, Ningxia, Shaanxi, and Inner Mongolia (daily), the market price of small - sized semi - coke in Shaanxi (daily), the start - up rate of semi - coke in China (weekly), and the production profit of semi - coke in China (daily) from 2021 - 2025 [5] - Data on the production cost, profit from converting to the main contract, and spot profit of silicon - iron in Ningxia and Inner Mongolia, and the export profit of 75 - grade silicon - iron are provided [5] - Data on the profit of silicon - manganese in Inner Mongolia, Guangxi, the northern and southern regions, and the profit from converting Guangxi silicon - manganese to the main contract are provided [7]