永安期货铁合金早报-20250825

Report Summary 1. Report Industry Investment Rating No information provided in the given content. 2. Report's Core View No clear core view can be extracted from the provided data, which mainly consists of price, supply, demand, inventory, and cost - profit data of ferrous alloys. 3. Summary by Relevant Catalogs Price - For silicon - iron, on August 25, 2025, the latest price of Ningxia 72 silicon - iron natural block was 5300, with a daily change of - 30 and a weekly change of - 150; the export price of Tianjin 72 silicon - iron was 1055 (USD), with a daily change of 0 and a weekly change of 30 [2]. - For silicon - manganese, on the same day, the latest price of Inner Mongolia 6517 silicon - manganese at the production area was 5750, with a daily change of 0 and a weekly change of - 50; the trading price of Ningxia 6517 silicon - manganese was 5550, with a daily change of - 20 and a weekly change of - 250 [2]. Supply - The data shows the production and capacity utilization of 136 silicon - iron production enterprises in China from 2021 to 2025, including monthly production, weekly production, and monthly capacity utilization in Inner Mongolia, Ningxia, and Shaanxi [4]. - It also presents the production of silicon - manganese in China from 2021 to 2025, including weekly production and the procurement volume and price of Hebei Iron and Steel Group [6]. Demand - The demand - related data includes the estimated corrected monthly production of crude steel in China from 2021 to 2025, the monthly production of stainless - steel crude steel in China, and the demand for silicon - manganese in China (in ten thousand tons) [4][6][7]. Inventory - For silicon - iron, it shows the weekly inventory of 60 sample enterprises in China from 2021 to 2025, including the inventory in Ningxia, Inner Mongolia, and Shaanxi, as well as the daily warehouse receipt quantity, effective forecast, and the sum of warehouse receipts and effective forecasts [5]. - For silicon - manganese, it presents the daily warehouse receipt quantity, effective forecast, and the sum of warehouse receipts and effective inventory in China from 2021 to 2025, as well as the weekly inventory of 63 sample enterprises in China [7]. Cost and Profit - For silicon - iron, it shows the electricity prices in Inner Mongolia, Qinghai, Ningxia, and Shaanxi from 2021 to 2025, the market price of small - sized semi - coke in Shaanxi, and the production cost, disk - based profit, and spot profit of silicon - iron in Ningxia and Inner Mongolia [5]. - For silicon - manganese, it shows the profit of silicon - manganese in Inner Mongolia, Guangxi, the northern region, and the southern region from 2021 to 2025, as well as the disk - based profit of silicon - manganese in Ningxia and Guangxi [7].