永安期货铁合金早报-20250723

Report Industry Investment Rating - Not provided in the given content Core Viewpoints - Not provided in the given content Summary by Related Catalogs Price - For silicon ferroalloy, the latest prices of natural lumps in different regions (Ningxia 72 at 5300, Inner Mongolia 72 at 5300, etc.) and their daily and weekly changes are presented, along with prices of qualified lumps, trader prices, and export prices. The主力合约 price is 5874, with daily and weekly changes of 206 and 380 respectively [1]. - For silicon manganese, the latest prices of different grades in various regions (Inner Mongolia 6517 at 5700, etc.) and their daily and weekly changes are shown, along with prices of different contracts and spreads [1]. - Multiple price - related charts for silicon ferroalloy and silicon manganese from 2021 - 2025 are provided, including market prices, import/export prices, and basis prices [2][6] Supply - For silicon ferroalloy, data on production such as the output of 136 Chinese enterprises (monthly and weekly), and capacity utilization in different regions (Inner Mongolia, Ningxia, etc.) are presented [4]. - For silicon manganese, the weekly production in China and the production of related enterprises are shown, along with the prices and supply - related information of raw materials like manganese ore [6] Demand - For silicon ferroalloy, demand - related data includes the production of crude steel in China (monthly estimated and actual), the production of stainless - steel crude steel, and the procurement volume and price of Hebei Iron and Steel Group [4]. - For silicon manganese, the demand in China (in ten thousand tons) and the procurement volume and price of Hebei Iron and Steel Group are provided [4][7] Inventory - For silicon ferroalloy, inventory data of 60 sample enterprises in China and different regions (Ningxia, Inner Mongolia, etc.), as well as warehouse receipt data and effective forecasts are presented [5]. - For silicon manganese, inventory - related data such as warehouse receipt quantity, effective forecast, and inventory of 63 sample enterprises in China are provided [7] Cost and Profit - For silicon ferroalloy, cost - related factors include electricity prices in different regions (Inner Mongolia, Qinghai, etc.), the market price of blue charcoal, and the production cost and profit in different regions (Ningxia, Inner Mongolia) are calculated [5]. - For silicon manganese, the profit in different regions (Inner Mongolia, Guangxi, etc.) and the profit after converting to the main contract are presented [7]