Report Industry Investment Rating - Not provided in the content Core Viewpoint - Not provided in the content Summary by Relevant Catalogs Price - On September 8, 2025, for silicon iron, the latest prices of Ningxia 72 and Inner Mongolia 72 were 5200 and 5250 respectively, with daily changes of 0 and 30, and weekly changes of -50 and -50. The latest prices of the main contract and 01 contract were 5598 and 5554, with daily changes of 102 and 92, and weekly changes of 32 and 20 [2]. - For silicon manganese, the latest prices of Inner Mongolia 6517 and Ningxia 6517 were 5680 and 5550 respectively, with daily changes of 0 and 50, and weekly changes of -20 and -50. The latest prices of the main contract and 01 contract were 5844 and 5844, with daily changes of 114 and 114, and weekly changes of 52 and 52 [2]. Supply - The data shows the production and capacity utilization of 136 silicon iron enterprises in China from 2021 - 2025, including monthly production, weekly production (with a capacity ratio of 95%), and monthly capacity utilization in Inner Mongolia, Ningxia, and Shaanxi [4]. - Also shows the production of silicon manganese in China from 2021 - 2025, including weekly production and the procurement volume and price of Hebei Iron and Steel Group [6]. Demand - The data presents the demand - related data of silicon iron and silicon manganese in China from 2021 - 2025, such as the estimated and actual production of crude steel, the production of stainless - steel crude steel, the procurement volume of Hebei Iron and Steel Group, and the demand for silicon manganese (according to the Steel Union's caliber) [4][6][7]. Inventory - For silicon iron, it shows the inventory data of 60 sample enterprises in China, Ningxia, Inner Mongolia, and Shaanxi from 2021 - 2025, as well as the warehouse receipt quantity, effective forecast, and the sum of warehouse receipts and effective forecasts [5]. - For silicon manganese, it shows the warehouse receipt quantity, effective forecast, the sum of warehouse receipts and effective inventory, and the inventory of 63 sample enterprises in China from 2021 - 2025 [7]. Cost Profit - For silicon iron, it includes the electricity prices in Inner Mongolia, Qinghai, Ningxia, and Shaanxi, the market price of semi - coke small materials in Shaanxi, the cost and profit of silicon iron production in Ningxia and Inner Mongolia, and the export profit of 75 silicon iron from 2021 - 2025 [5]. - For silicon manganese, it shows the profit of silicon manganese production in Inner Mongolia, Guangxi, the northern and southern regions, and the profit of Guangxi and Ningxia silicon manganese converted to the main contract from 2021 - 2025 [7].
铁合金早报-20250908
Yong An Qi Huo·2025-09-08 14:31