永安期货铁合金早报-20250826

Report Title - The report is titled "Iron Alloy Morning Report" [1] Report Date - The report date is August 26, 2025 [2] Price Summary Silicon Ferrosilicon - Spot prices vary by region and grade. For example, the latest price of 72 silicon ferrosilicon in Ningxia and Inner Mongolia is 5300 yuan/ton, with daily changes of 0 and weekly changes of -180 and -150 respectively. The export price of 72 silicon ferrosilicon in Tianjin is 1055 US dollars, with a daily change of 0 and a weekly change of 30 [2] - Futures prices also show different trends. The latest price of the main contract is 5680 yuan/ton, with a daily change of 38 and a weekly change of -200 [2] Silicon Manganese - Spot prices of silicon manganese also vary by region. The latest price of 6517 silicon manganese in Inner Mongolia is 5750 yuan/ton, with a daily change of 0 and a weekly change of -70. The main contract price is 5898 yuan/ton, with a daily change of 66 and a weekly change of -128 [2] Supply Summary Silicon Ferrosilicon - The production data of 136 silicon ferrosilicon enterprises in China shows the monthly and weekly production trends from 2021 to 2025. The production capacity utilization rate of 136 silicon ferrosilicon production enterprises in Inner Mongolia also shows different trends over the years [5] Silicon Manganese - The weekly production data of silicon manganese in China from 2021 to 2025 is presented, as well as the annual trends of the procurement price and quantity of 6517 silicon manganese by Hebei Iron and Steel Group [7] Demand Summary Silicon Ferrosilicon - The demand - related data includes the production of crude steel in China, the production of metal magnesium, the production of stainless - steel crude steel, and the procurement volume of FeSi75 - B by Hebei Iron and Steel Group, which reflect the demand for silicon ferrosilicon in different industries [5] Silicon Manganese - The demand for silicon manganese in China is measured by the steel - linked caliber, and the data shows the demand trends from 2021 to 2025. The production of crude steel also affects the demand for silicon manganese [5][8] Inventory Summary Silicon Ferrosilicon - The inventory data of 60 sample enterprises in China shows the weekly inventory trends from 2021 to 2025. The inventory data also includes the inventory in different regions such as Ningxia, Inner Mongolia, and Shaanxi. The warehouse receipt and effective forecast data are also presented [6] Silicon Manganese - The inventory - related data includes the total number of warehouse receipts, effective forecasts, and the sum of warehouse receipts and effective inventory of silicon manganese on the CZCE. The inventory of 63 sample enterprises in China and the average available days of inventory in China are also shown [8] Cost and Profit Summary Silicon Ferrosilicon - The cost - related data includes electricity prices in different regions such as Qinghai, Ningxia, Shaanxi, and Inner Mongolia. The production cost, profit from converting to the main contract, and spot profit of silicon ferrosilicon in Ningxia and Inner Mongolia are also presented [6] Silicon Manganese - The profit data of silicon manganese in different regions such as Inner Mongolia, Guangxi, the northern region, and the southern region are presented, measured by the steel - linked caliber. The profit from converting Guangxi silicon manganese to the main contract and the profit from converting Ningxia silicon manganese to the contract are also shown [8]