永安期货铁合金早报-20250919

1. Report Industry Investment Rating - No relevant information provided 2. Core Viewpoints - No specific core viewpoints are presented in the given content 3. Summary by Related Catalogs Price - For silicon ferroalloy, on September 19, 2025, the latest spot price of Ningxia 72 silicon ferroalloy natural block was 5350 yuan, with no daily change and a weekly increase of 100 yuan; the latest price of the main contract on the disk was 5756 yuan, a daily decrease of 10 yuan and a weekly increase of 130 yuan. Similar price data are provided for other regions and varieties [2]. - For silicon manganese, on September 19, 2025, the ex - factory price of Inner Mongolia 6517 silicon manganese was 5730 yuan, with no daily change and a weekly increase of 50 yuan; the latest price of the main contract on the disk was 5970 yuan, a daily decrease of 20 yuan and a weekly increase of 132 yuan [2]. Supply - The production data of 136 silicon ferroalloy enterprises in China from 2021 - 2025 are presented, including monthly and weekly production, and the capacity utilization rate of enterprises in Inner Mongolia, Ningxia, and Shaanxi [4]. - The production data of silicon manganese in China from 2021 - 2025 are provided, including weekly production and the start - up rate of enterprises [6]. Demand - The demand data of silicon ferroalloy and silicon manganese in China from 2021 - 2025 are presented, including the demand for silicon manganese (in ten thousand tons) and the procurement volume and price of Hebei Iron and Steel Group for silicon ferroalloy and silicon manganese [4][6][7]. Inventory - The inventory data of 60 sample silicon ferroalloy enterprises in China from 2021 - 2025 are provided, including weekly inventory in different regions, and the inventory data of silicon manganese, such as the inventory of 63 sample enterprises in China (in tons) [5][7]. Cost and Profit - The cost and profit data of silicon ferroalloy and silicon manganese from 2021 - 2025 are presented, including electricity prices in different regions, the market price of raw materials such as blue charcoal and manganese ore, and the production cost, profit on the disk, and spot profit of silicon ferroalloy and silicon manganese in different regions [5][6][7].