大越期货锰硅周报-20250721

Report Summary 1. Report Industry Investment Rating No information provided. 2. Core Viewpoints - This week, the quotation of silicon - manganese alloy plants was firm, and the transaction price increased slightly. On the spot side, due to the strong cost support of manganese ore, the cost line of silicon - manganese spot rose, and alloy plants were reluctant to sell at low prices. On the futures side, the silicon - manganese futures market fluctuated around 5,800 yuan/ton this week, and the macro - sentiment of alloy plants was positive. In the short term, the silicon - manganese market atmosphere is warm, and continuous attention should be paid to market transaction conditions [2]. - Some varieties of manganese ore prices have risen, and downstream steel mills are cautious about silicon - manganese procurement. It is expected that silicon - manganese prices will fluctuate mainly next week [2]. 3. Summary by Relevant Catalogs Manganese - Silicon Supply - Capacity: The document presents the monthly capacity of Chinese silicon - manganese enterprises from 2016 - 06 to a future date [5][6]. - Production - Annual: The annual production of silicon - manganese in different regions (Guangxi, Guizhou, Inner Mongolia, Ningxia, Yunnan, and other regions) and the whole of China from 2008 to a future date is shown [7][8]. - Production - Weekly, Monthly, and Capacity Utilization Rate: The weekly and monthly production of silicon - manganese in China and the weekly capacity utilization rate of Chinese silicon - manganese enterprises from 2020 - 01 - 01 to a future date are provided [9][10]. - Regional Production: The monthly production of Inner Mongolia, Ningxia, and Guizhou, and the daily average production of Inner Mongolia, Ningxia, Guizhou, and Guangxi are presented. The data covers a long - term period [11][12]. Manganese - Silicon Demand - Steel Tender Purchase Quantity: The monthly purchase quantity of silicon - manganese 6517 by HeSteel Group, Shagang Co., Ltd., and Nanjing Iron & Steel Co., Ltd., as well as the weekly demand in China are shown [13]. - Steel Tender Purchase Price: The monthly purchase prices of silicon - manganese 6517 by Baoshan Iron & Steel Co., Ltd., Baowu E'gang, Chengde Jianlong, Heilongjiang Jianlong, Yangchun Iron & Steel, Jilin Jianlong, and Nanjing Iron & Steel Co., Ltd. from 2020 - 01 to a future date are provided [14][15]. - Daily Average Hot Metal and Profitability: The weekly daily average hot - metal production and profitability of 247 Chinese steel enterprises from 2020 - 01 - 01 to a future date are presented [16][17]. Manganese - Silicon Import and Export The monthly import and export volumes of ferromanganese - silicon in China from 2020 - 01 to a future date are shown [18][19]. Manganese - Silicon Inventory The weekly inventory of 63 sample enterprises in China, and the monthly average available days of inventory in China, the Northern Region, and the East China Region from 2019 - 09 - 30 to a future date are presented [20][21]. Manganese - Silicon Cost - Manganese Ore - Import Volume: The monthly import volume of manganese ore, including imports from Gabon, Africa South, Australia, and the overall import volume by trade method from 2020 - 01 to a future date are shown [22][23]. - Manganese Ore - Port Inventory and Available Days: The weekly port inventory of manganese ore in China, Qinzhou Port, and Tianjin Port, and the weekly average available days of inventory in China from 2020 - 01 - 01 to a future date are provided [24][25]. - Manganese Ore - High - Grade Ore Port Inventory: The weekly port inventory of high - grade manganese ore from different origins (Australia, Gabon, Brazil) in Qinzhou Port and Tianjin Port from 2020 - 01 - 01 to a future date is presented [26][27]. - Manganese Ore - Tianjin Port Manganese Ore Price: The daily price of different types of manganese ore in Tianjin Port from 2020 - 01 - 01 to a future date is shown [28]. - Regional Cost: The daily cost of silicon - manganese in Inner Mongolia, the Northern Region, Ningxia, the Southern Region, and Guangxi is presented [29][30]. Manganese - Silicon Profit The daily profit of silicon - manganese in the Northern Region, the Southern Region, Inner Mongolia, Ningxia, and Guangxi from 2020 - 01 - 01 to a future date is shown [31][32].