永安期货铁合金早报-20250905

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 September 5, 2025, the latest prices of 72 silicon ferroalloy in Ningxia and Inner Mongolia were 5200 and 5220 respectively, with daily changes of 0 and -30, and weekly changes of -120 and -130 [2]. - The latest price of 72 silicon ferroalloy in Qinghai was 5200, with a daily change of -50 and a weekly change of -150; the latest price of 72 silicon ferroalloy in Shaanxi was 5200, with a daily change of 0 and a weekly change of -100; the latest price of 75 silicon ferroalloy in Shaanxi was 5950, with a daily change of 0 and a weekly change of 50 [2]. - For silicon manganese on September 5, 2025, the latest prices of 6517 silicon manganese in Inner Mongolia, Ningxia, Guangxi, Guizhou and Yunnan were 5680, 5500, 5680, 5650 and 5650 respectively, with different daily and weekly changes [2]. Supply - The production data of 136 silicon ferroalloy enterprises in China from 2021 - 2025 are presented, including monthly production, weekly production (with a capacity - share of 95%), and monthly capacity utilization rates in Inner Mongolia, Ningxia and Shaanxi [4]. - The production data of silicon manganese in China from 2021 - 2025 are presented, including weekly production and the purchase prices and quantities of 6517 silicon manganese by Hebei Iron and Steel Group [6]. Demand - Various demand - related data from 2021 - 2025 are shown, such as the estimated and statistical monthly production of crude steel in China, the purchase volume and price of FeSi75 - B silicon ferroalloy by Hebei Iron and Steel Group, and the demand for silicon manganese in China (Steel Union's caliber) [4][6][7]. Inventory - The inventory data of 60 sample silicon ferroalloy enterprises in China from 2021 - 2025 are presented, including weekly inventory in China, Ningxia, Inner Mongolia and Shaanxi, as well as daily warehouse receipts, effective forecasts, and inventory average available days in different regions [5]. - The inventory - related data of silicon manganese from 2021 - 2025 are shown, including daily warehouse receipts, effective forecasts, warehouse receipts + effective inventory, and the inventory average available days in China, as well as the inventory of 63 sample enterprises in China (weekly, in tons) [7]. Cost Profit - The cost - profit data of silicon ferroalloy from 2021 - 2025 are presented, including electricity prices in different regions, the market price of blue charcoal, production costs and profits in Ningxia and Inner Mongolia, and the export profit of 75 silicon ferroalloy [5]. - The cost - profit data of silicon manganese from 2021 - 2025 are shown, including the profit in Inner Mongolia, Guangxi, the northern and southern regions (Steel Union's caliber), and the profit of Guangxi silicon manganese converted to the main contract [7].