永安期货：铁合金早报-20250915

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 iron, on September 15, 2025, the latest prices of Ningxia 72 and Inner Mongolia 72 were 5250 and 5280 respectively, with daily changes of 0 and -30, and weekly changes of 50 and 30. The latest prices of the main contract and 01 contract were 5608 and 5574, with daily changes of -18 and -14, and weekly changes of 10 and 20 [1]. - For silicon manganese, on September 15, 2025, the latest prices of Inner Mongolia 6517, Ningxia 6517, and Guangxi 6517 were 5650, 5600, and 5650 respectively. The latest price of the main contract was 5832 [1]. Supply - The production data of 136 silicon iron enterprises in China from 2021 - 2025 are presented, including monthly and weekly production, and capacity utilization in Inner Mongolia, Ningxia, and Shaanxi [4]. - The production data of silicon manganese in China from 2021 - 2025 are presented, including weekly production and enterprise - level production data [6]. Demand - The demand data of silicon iron and silicon manganese in China from 2021 - 2025 are presented, including estimated and actual consumption in related industries such as steel and magnesium production [4][7]. Inventory - The inventory data of 60 sample silicon iron enterprises in China from 2021 - 2025 are presented, including total inventory and inventory in Ningxia, Inner Mongolia, and Shaanxi. Also, data on warehouse receipts, effective forecasts, and inventory available days are provided [5]. - The inventory data of silicon manganese in China from 2021 - 2025 are presented, including warehouse receipts, effective forecasts, and inventory of 63 sample enterprises [7]. Cost and Profit - The cost - related data of silicon iron and silicon manganese from 2021 - 2025 are presented, including electricity prices, raw material prices, and production costs. Profit - related data such as production profit, export profit, and profit after discounting to the main contract are also provided [5][7].