永安期货铁合金早报-20250818

1. Report Industry Investment Rating - There is no information about the industry investment rating in the provided content. 2. Core Viewpoints - There are no explicit core viewpoints presented in the given content. The report mainly offers a comprehensive set of data on the ferroalloy market, including prices, supply, demand, inventory, and cost - profit aspects. 3. Summary by Related Catalogs Price - Silicon Iron: On August 18, 2025, the latest price of Ningxia 72 silicon iron natural block was 5450 yuan, with a daily change of - 50 yuan and a weekly change of 50 yuan; the price of Inner Mongolia 72 was 5450 yuan, with no daily or weekly change; the price of Shaanxi 75 was 5800 yuan, with no change. The export price of Tianjin 72 was 1025 US dollars, and that of Tianjin 75 was 1075 US dollars, both with no change [2]. - Silicon Manganese: The latest price of Inner Mongolia 6517 silicon manganese was 5800 yuan, with no change; Ningxia 6517 was 5800 yuan, with a daily change of - 70 yuan; Guangxi 6517 was 5900 yuan, with a weekly change of 30 yuan [2]. Supply - Silicon Iron: The report shows historical data on the production of 136 silicon - iron enterprises in China (monthly and weekly), and the capacity utilization rate of these enterprises in Inner Mongolia, Ningxia, and Shaanxi (monthly) from 2021 - 2025 [4]. - Silicon Manganese: It provides historical data on the production of silicon manganese in China (weekly) from 2021 - 2025, as well as the procurement price and quantity of Hebei Iron and Steel Group (monthly) [6]. Demand - Silicon Iron: Related demand data includes the production forecast of Chinese crude steel (monthly), the production of Chinese stainless - steel crude steel (monthly), and the procurement volume of Hebei Iron and Steel Group (monthly) from 2021 - 2025 [4]. - Silicon Manganese: The report presents the demand volume of silicon manganese in China (in ten thousand tons, according to the Steel Union's data) from 2021 - 2025 [7]. Inventory - Silicon Iron: It contains historical data on the inventory of 60 sample enterprises in China (weekly), the inventory in Ningxia, Inner Mongolia, and Shaanxi (weekly), and the inventory in different regions (monthly) from 2021 - 2025 [5]. - Silicon Manganese: The report shows historical data on the total number of warehouse receipts, effective forecasts, and the sum of warehouse receipts and effective inventory (daily), as well as the inventory of 63 sample enterprises in China (weekly, in tons) from 2021 - 2025 [7]. Cost - Profit - Silicon Iron: Data includes electricity prices in different regions (daily), the market price of blue charcoal (daily), the production profit of blue charcoal (daily), and the production cost and profit of silicon iron in Inner Mongolia and Ningxia from 2021 - 2025 [5]. - Silicon Manganese: It provides the profit of silicon manganese in Inner Mongolia, Guangxi, the northern and southern regions (in yuan per ton, according to the Steel Union's data), and the profit of Guangxi and Ningxia silicon manganese converted to the main contract from 2021 - 2025 [7].