永安期货铁合金早报-20250820

1. Report Industry Investment Rating - Not provided in the content 2. Core View of the Report - Not provided in the content 3. Summary by Relevant Catalogs Price - For silicon ferroalloy, different regions have different spot prices and changes. For example, the latest price of Ningxia 72 silicon ferroalloy natural block is 5400, with a daily change of -80 and a weekly change of -100; the latest price of the main contract is 5678, with a daily change of -202 and a weekly change of -142 [2]. - For silicon manganese alloy, different regions also have different factory - ex prices and changes. For example, the latest factory - ex price of Inner Mongolia 6517 silicon manganese alloy is 5800, with a daily change of -20 and a weekly change of 0; the latest price of the main contract is 5842, with a daily change of -184 and a weekly change of -268 [2]. Supply - The production data of silicon ferroalloy and silicon manganese alloy are presented, including the monthly and weekly production of 136 silicon ferroalloy enterprises and the weekly production of silicon manganese alloy in China [4][6]. - The capacity utilization rates of 136 silicon ferroalloy production enterprises in Inner Mongolia, Ningxia, and Shaanxi are also shown [4]. Demand - The demand - related data of silicon ferroalloy and silicon manganese alloy are provided, such as the estimated production of crude steel in China (monthly, in 10,000 tons), the production of stainless - steel crude steel in China (monthly, in 10,000 tons), and the procurement volume and price of silicon ferroalloy and silicon manganese alloy by Hebei Iron and Steel Group [4][6][7]. Inventory - The inventory data of silicon ferroalloy and silicon manganese alloy are given, including the weekly inventory of 60 sample enterprises of silicon ferroalloy in different regions (China, Ningxia, Inner Mongolia, Shaanxi), the daily inventory - related data (warehouse receipts, effective forecasts, etc.) of silicon ferroalloy and silicon manganese alloy, and the average available days of inventory in different regions [5][7]. Cost and Profit - The cost - related data of silicon ferroalloy and silicon manganese alloy are presented, such as the electricity price in different regions for ferroalloys, the market price of raw materials (lanthanum charcoal, silica, etc.), and the production cost and profit data of silicon ferroalloy and silicon manganese alloy in different regions [5][7].