SLSVC(SH:600123) Yong An Qi Huo·2025-09-04 03:38Report Industry Investment Rating - Not provided in the given content Core Viewpoints - Not provided in the given content Summary by Categories Price - Silicon Iron: On September 4, 2025, the latest prices of 72 silicon iron in Ningxia and Inner Mongolia were 5200 and 5250 respectively, with no daily change but a weekly decrease of 150 and 100. The export price of 72 silicon iron in Tianjin was 1055 US dollars, with no daily or weekly change. The latest price of 75 silicon iron in Shaanxi was 5950, with no daily change but a weekly increase of 50 [2]. - Silicon Manganese: On September 4, 2025, the latest factory - ex prices of 6517 silicon manganese in Inner Mongolia, Ningxia, Guangxi, Guizhou, and Yunnan were 5680, 5500, 5700, 5650, and 5650 respectively, with no daily change but weekly decreases ranging from 70 to 120 [2]. Supply - Silicon Iron: The production data of 136 silicon iron enterprises in China from 2021 - 2025 are presented, including monthly and weekly production, and the monthly capacity utilization rates of enterprises in Inner Mongolia, Ningxia, and Shaanxi [4]. - Silicon Manganese: The weekly production data of silicon manganese in China from 2021 - 2025 are shown, as well as the monthly procurement prices and quantities of 6517 silicon manganese by HeSteel Group [6]. Demand - Silicon Iron: Related demand indicators such as China's estimated and statistical monthly crude steel production, national magnesium production, and the procurement prices and quantities of FeSi75 - B by HeSteel Group from 2021 - 2025 are provided [4]. - Silicon Manganese: The demand indicators of silicon manganese in China from 2021 - 2025, including estimated crude steel production, silicon manganese demand, and export volume, are presented [4][7]. Inventory - Silicon Iron: The weekly inventory data of 60 sample silicon iron enterprises in China, including those in Ningxia, Inner Mongolia, and Shaanxi, from 2021 - 2025 are provided, as well as daily warehouse receipt and effective forecast data [5]. - Silicon Manganese: The daily warehouse receipt, effective forecast, and total inventory data of silicon manganese from 2021 - 2025, as well as the weekly inventory data of 63 sample enterprises in China, are presented [7]. Cost and Profit - Silicon Iron: The cost - related data such as electricity prices in Qinghai, Ningxia, Shaanxi, and Inner Mongolia, and the market price of semi - coke in Shaanxi from 2021 - 2025 are provided. The profit data include the production cost, spot profit, and export profit of silicon iron in Ningxia and Inner Mongolia [5]. - Silicon Manganese: The cost - related data such as the factory - ex price of chemical coke in Ordos and the prices of various manganese ores at ports from 2021 - 2025 are provided. The profit data include the profits of silicon manganese in Inner Mongolia, Guangxi, the northern and southern regions [6][7].