铁合金早报-20250722

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 July 22, 2025, the latest prices of Ningxia 72 and Inner Mongolia 72 were 5280 and 5300 respectively, with daily changes of 50 and weekly changes of 80 and 100 [2]. - The latest price of Qinghai 72 silicon ferroalloy natural block was 5300, with a daily change of 50 and a weekly change of 100 [2]. - The latest price of Shaanxi 72 silicon ferroalloy was 5230, with a daily change of 50 and a weekly change of 80; the price of Shaanxi 75 was 5650, with no daily change and a weekly change of 50 [2]. - The latest price of Jiangsu 72 silicon ferroalloy qualified block was 5600, with no daily or weekly change; the price of Tianjin 72 for traders was 5600, with a daily change of 100 and a weekly change of 70 [2]. - The export prices of Tianjin 72 and Tianjin 75 silicon ferroalloy were 1005 and 1055 respectively, with no daily change and a weekly change of -5 [2]. - For silicon manganese on July 22, 2025, the ex - factory prices of Inner Mongolia 6517, Ningxia 6517, Guangxi 6517, Guizhou 6517, and Yunnan 6517 were 5680, 5680, 5700, 5650, and 5650 respectively, with daily changes of 50, 50, 30, 30, 30 and weekly changes of 80, 130, 50, 50, 50 [2]. - The price of Guangxi 6014 silicon manganese was 5100, with no daily or weekly change; the prices of Ningxia 6517 and Jiangsu 6517 for traders were 5680 and 5880 respectively, with daily changes of 50 and 90 and weekly changes of 130 and 130 [2]. Supply - Information on the production and capacity utilization of 136 silicon ferroalloy enterprises in China is provided, including monthly production, weekly production (with a capacity share of 95%), and monthly capacity utilization in Inner Mongolia, Ningxia, and Shaanxi [4]. - The production and capacity utilization of silicon manganese enterprises in China are also presented, such as weekly production and enterprise - level capacity utilization [7]. Demand - Data on the demand for silicon ferroalloy and silicon manganese in China are provided, including the demand for silicon manganese (in ten thousand tons, according to the Steel Union's caliber), and the procurement volume and price of silicon ferroalloy and silicon manganese by Hebei Iron and Steel Group [4][7][8]. - Information on the production of related downstream products such as crude steel, metal magnesium, and stainless - steel crude steel is also included, which reflects the demand for ferroalloys [4]. Inventory - For silicon ferroalloy, the inventory data of 60 sample enterprises in China, Ningxia, Inner Mongolia, and Shaanxi on a weekly basis are provided, as well as the daily data of CZCE silicon ferroalloy warehouse receipts, effective forecasts, and the sum of warehouse receipts and effective forecasts [6]. - For silicon manganese, the daily data of CZCE silicon manganese warehouse receipts, effective forecasts, and the sum of warehouse receipts and effective forecasts, as well as the inventory data of 63 sample enterprises in China on a weekly basis are presented [8]. Cost and Profit - For silicon ferroalloy, data on electricity prices in Qinghai, Ningxia, Shaanxi, and Inner Mongolia, the market price and production profit of semi - coke, and the production cost and profit of silicon ferroalloy in Ningxia and Inner Mongolia are provided [6]. - For silicon manganese, the cost - related data such as the ex - factory price of chemical coke and the price of manganese ore, and the profit data in Inner Mongolia, Guangxi, the northern region, and the southern region are presented [7][8].