永安期货铁合金早报-20250813
Yong An Qi Huo·2025-08-13 01:20
- Report Industry Investment Rating - No relevant information provided 2. Core Viewpoints - No clear core viewpoints are explicitly stated in the provided content 3. Summary According to Relevant Catalogs Price - For silicon iron, the latest prices of natural lump in different regions vary: Ningxia 72 is 5500, Inner Mongolia 72 is 5450, etc. The prices of qualified lump and export prices are also provided. For silicon manganese, the latest prices of different grades in various regions are presented, such as Inner Mongolia 6517 at 5800 [1]. - Multiple price - related charts show the historical price trends of silicon iron and silicon manganese in different regions from 2021 - 2025, including market prices, contract closing prices, and basis prices [2][6] Supply - For silicon iron, the production data of 136 enterprises in China, including monthly and weekly production, and the capacity utilization rates in Inner Mongolia, Ningxia, and Shaanxi are presented. For silicon manganese, the weekly production in China and the procurement volume and price of Hebei Iron and Steel Group are provided [4][6] Demand - The demand - related data includes the estimated and actual production of crude steel in China, the production of stainless - steel crude steel, the production and export of metal magnesium, and the demand for silicon manganese in China [4][7] Inventory - For silicon iron, the inventory data of 60 sample enterprises in China and different regions (Ningxia, Inner Mongolia, Shaanxi), the number of warehouse receipts, effective forecasts, and the average available days of inventory in different regions are provided. For silicon manganese, the inventory data of 63 sample enterprises in China, the number of warehouse receipts, effective forecasts, and the average available days of inventory in China are presented [5][7] Cost and Profit - For silicon iron, the cost and profit data include electricity prices in different regions, the market price and production profit of semi - coke, the market price of silica and iron oxide scale, the production cost in Ningxia and Inner Mongolia, and the profit of export and conversion to the main contract. For silicon manganese, the cost - related data includes the price of chemical coke and various manganese ores, and the profit data in different regions (Inner Mongolia, Guangxi, etc.) are provided [5][7]