铁合金早报-20250827

Report Industry Investment Rating - Not provided in the given content Core Viewpoints - Not provided in the given content Summary by Relevant Catalogs Price - For silicon ferroalloy on August 27, 2025, the latest price of Ningxia 72 silicon ferroalloy natural lump is 5350 yuan, with a daily increase of 50 yuan and a weekly decrease of 50 yuan; the factory - price converted to the futures market is 5650 yuan. The price of Inner Mongolia 72 is 5350 yuan, with a daily increase of 50 yuan and a weekly decrease of 50 yuan, and the factory - price converted to the futures market is 5700 yuan. The export price of Tianjin 72 silicon ferroalloy is 1055 US dollars, with a weekly increase of 30 US dollars [2]. - For silicon manganese on August 27, 2025, the factory - price of Inner Mongolia 6517 silicon manganese is 5750 yuan, with a weekly decrease of 50 yuan, and the factory - price converted to the futures market is 6050 yuan; the price of Ningxia 6517 is 5620 yuan, with a weekly decrease of 210 yuan, and the factory - price converted to the futures market is 6020 yuan [2]. Supply - The production data of 136 silicon ferroalloy production enterprises in China from 2021 - 2025 are presented, including monthly production, weekly production (with a capacity share of 95%), and capacity utilization rates in Inner Mongolia, Ningxia, and Shaanxi [4]. - The production data of silicon manganese in China from 2021 - 2025 are also provided, including weekly production and the procurement volume and price of Hebei Iron and Steel Group [6]. Demand - The demand data of silicon ferroalloy and silicon manganese in China from 2021 - 2025 are shown, such as the demand volume of silicon manganese (in ten thousand tons, according to the Steel Union's caliber), and the procurement volume of Hebei Iron and Steel Group for silicon ferroalloy and silicon manganese [4][6][7]. Inventory - The inventory data of 60 sample enterprises of silicon ferroalloy in China from 2021 - 2025 are provided, including weekly inventory in China, Ningxia, Inner Mongolia, and Shaanxi, as well as the number of warehouse receipts, effective forecasts, and the sum of warehouse receipts and effective forecasts [5]. - The inventory data of silicon manganese from 2021 - 2025 are presented, including the number of warehouse receipts, effective forecasts, the sum of warehouse receipts and effective inventory, and the inventory of 63 sample enterprises in China (in tons, weekly) [7]. Cost and Profit - The cost and profit data of silicon ferroalloy from 2021 - 2025 are shown, including electricity prices in different regions, the market price of semi - coke, the production cost in Ningxia and Inner Mongolia, and the profit converted to the main futures contract and the spot profit in Ningxia [5]. - The cost and profit data of silicon manganese from 2021 - 2025 are provided, including the profit in Inner Mongolia, Guangxi, the northern and southern regions (according to the Steel Union's caliber), and the profit of Guangxi silicon manganese converted to the main futures contract [7].