永安期货铁合金早报-20250930

1. Report Industry Investment Rating - No relevant content provided. 2. Report's Core View - No clear core view is presented in the given content. It mainly provides data on iron alloy prices, supply, demand, inventory, and cost - profit in the iron alloy industry. 3. Summary by Related Catalogs Price - For silicon iron, on September 30, 2025, the latest price of Ningxia 72 was 5250 yuan, with a daily change of - 80 yuan and a weekly change of - 130 yuan; the latest price of Tianjin 72 export was 1025 US dollars, with no daily or weekly change. The latest price of Tianjin 75 export was 1105 US dollars, also with no daily or weekly change [2]. - For silicon manganese, on September 30, 2025, the latest price of Inner Mongolia 6517 was 5680 yuan, with a daily change of - 20 yuan and a weekly change of - 50 yuan [2]. Supply - For silicon iron, data on the production of 136 silicon - iron enterprises in China (monthly and weekly), and the capacity utilization rate of 136 silicon - iron production enterprises in Inner Mongolia, Ningxia, and Shaanxi (monthly) are presented from 2021 - 2025 [5]. - For silicon manganese, data on the production of silicon manganese in China (weekly), and the purchase price and quantity of silicon manganese 6517 by Hebei Iron and Steel Group (monthly) are provided from 2021 - 2025 [7]. Demand - For silicon iron, data on the demand - related indicators such as the estimated and actual production of crude steel in China, the production of stainless - steel crude steel in China, the purchase volume of FeSi75 - B by Hebei Iron and Steel Group, and the export volume of silicon iron are presented from 2021 - 2025 [5]. - For silicon manganese, data on the demand - related indicators such as the estimated production of crude steel in China, the demand for silicon manganese in China (in ten thousand tons), and the export volume of silicon manganese are provided from 2021 - 2025 [5][8]. Inventory - For silicon iron, data on the inventory of 60 sample enterprises in China, Ningxia, Inner Mongolia, and Shaanxi (weekly), the number of warehouse receipts and effective forecasts of silicon iron in CZCE (daily), and the average available inventory days of silicon iron in different regions are presented from 2021 - 2025 [6]. - For silicon manganese, data on the number of warehouse receipts, effective forecasts, and the sum of warehouse receipts and effective inventory of silicon manganese in CZCE (daily), the inventory of 63 sample enterprises in China (weekly), and the average available inventory days of silicon manganese in China are provided from 2021 - 2025 [8]. Cost Profit - For silicon iron, data on the electricity price of iron alloys in different regions, the market price of raw materials such as semi - coke, silica, and iron oxide scale, the production cost of silicon iron in Ningxia and Inner Mongolia, and the profit of silicon iron in Ningxia (spot and converted to the main contract) and the export profit of 75 silicon iron are presented from 2021 - 2025 [6]. - For silicon manganese, data on the profit of silicon manganese in Inner Mongolia, Guangxi, and the northern and southern regions (in yuan per ton), and the converted profit of silicon manganese in Ningxia and Guangxi to the main contract are provided from 2021 - 2025 [8].