永安期货铁合金早报-20250729

Report Industry Investment Rating - Not provided in the content Core Viewpoints - Not provided in the content Summary by Relevant Catalogs Price - For silicon iron, the latest prices of natural lump in different regions (Ningxia 72, Inner Mongolia 72, etc.) range from 5450 to 5800 yuan, with daily changes mostly 0 and weekly changes from 150 to 250 yuan; the latest prices of qualified lump in different regions (Jiangsu 72, Tianjin 72, etc.) range around 5850 yuan, with some having a daily change of -50 yuan and weekly changes from 200 to 250 yuan; the export prices in Tianjin (72, 75) are 1025 and 1070 US dollars respectively, with weekly changes of 20 and 15 US dollars [1]. - For silicon manganese, the latest prices of different grades in different regions range from 5100 to 6240 yuan, with daily changes from -100 to 30 yuan and weekly changes from 20 to 50 yuan [1]. Supply - For silicon iron, the monthly production of 136 Chinese silicon iron enterprises from 2021 - 2025 is shown in the data, and the weekly production of 136 silicon iron enterprises (with a 95% capacity share) also has corresponding data; the monthly capacity utilization rates of 136 silicon iron production enterprises in Inner Mongolia, Ningxia, and Shaanxi are presented [4]. - For silicon manganese, the weekly production of Chinese silicon manganese enterprises from 2021 - 2025 is shown in the data [6]. Demand - For silicon iron, the monthly pre - estimated and actual production of Chinese crude steel, the production of Chinese stainless - steel crude steel, the procurement volume and price of FeSi75 - B by Hebei Iron and Steel Group, and the production and export price of metal magnesium (Mg99.9%) are related to its demand [4]. - For silicon manganese, the monthly demand of Chinese silicon manganese (in million tons, according to the Steel Union's caliber), the procurement volume and price of 6517 silicon manganese by Hebei Iron and Steel Group, and the production of Chinese crude steel are related to its demand [4][6][7]. Inventory - For silicon iron, the weekly inventory of 60 sample Chinese enterprises, the weekly inventory in different regions (Ningxia, Inner Mongolia, Shaanxi), the daily total number of silicon iron warehouse receipts, the daily effective forecast, and the daily warehouse receipts + effective forecast are presented; the monthly average available inventory days in different regions (East China, South China, North China) and in China are also shown [5]. - For silicon manganese, the daily total number of silicon manganese warehouse receipts, the daily effective forecast, the daily warehouse receipts + effective inventory, the weekly inventory of 63 sample Chinese enterprises, and the monthly average available inventory days in China are presented [7]. Cost and Profit - For silicon iron, the electricity prices in different regions (Qinghai, Ningxia, Shaanxi, Inner Mongolia), the market price and production profit of blue charcoal in China, the market price of silica and oxidized iron scale, the production cost and profit in different regions (Ningxia, Inner Mongolia) are presented [5]. - For silicon manganese, the prices of different manganese ores in different ports (Tianjin, Qinzhou), the prices of chemical coke in Ordos, the profits in different regions (Inner Mongolia, Guangxi, North China, South China), and the profits of different regions (Ningxia, Guangxi) after converting to the main contract are presented [6][7].