Report Industry Investment Rating - Not provided in the document Core Viewpoints - Not provided in the document Summary by Relevant Catalogs Price - For silicon ferroalloy on October 9, 2025, the latest price of Ningxia 72 silicon ferroalloy natural block was 5230, with a daily change of -20 and a weekly change of -100; the latest price of Inner Mongolia 72 was 5250, with a daily change of -50 and a weekly change of -100; the latest price of Shaanxi 75 was 6100, with a weekly change of 100. The latest price of Jiangsu 72 silicon ferroalloy qualified block was 5750, with a weekly change of -150; the latest price of Tianjin 72 was 5700, with a daily change of -50 and a weekly change of -100. The latest export prices of Tianjin 72 and 75 silicon ferroalloy were 1025 and 1105 respectively, with no daily or weekly changes [2] - For silicon manganese on October 9, 2025, the latest factory - ex prices of Inner Mongolia 6517 and Ningxia 6517 silicon manganese were 5680 and 5620 respectively, with weekly changes of -50 and -80; the latest price of Guangxi 6517 was 5700, with a weekly change of -50; the latest price of Guizhou 6517 was 5680, with a weekly change of -20; the latest price of Yunnan 6517 was 5650, with a weekly change of -50; the latest price of Guangxi 6014 was 5100, with a weekly change of -100. The latest trading prices of Ningxia 6517 and Jiangsu 6517 silicon manganese were 5620 and 5750 respectively, with weekly changes of -80 and -100 [2] Supply - The production data of 136 silicon ferroalloy enterprises in China from 2021 - 2025 are presented, including monthly and weekly production, and monthly capacity utilization rates in Inner Mongolia, Ningxia, and Shaanxi. The production data of silicon manganese in China from 2021 - 2025 are also presented, including weekly production and the procurement volume and price of Hebei Iron and Steel Group [4][6] Demand - The demand - related data include the estimated and actual monthly production of crude steel in China from 2021 - 2025, the production and export price of magnesium metal, the demand for silicon manganese in China, and the procurement volume and price of silicon ferroalloy and silicon manganese by Hebei Iron and Steel Group [4][6][7] Inventory - For silicon ferroalloy, the inventory data of 60 sample enterprises in China, Ningxia, Inner Mongolia, and Shaanxi from 2021 - 2025 are presented, as well as the number of warehouse receipts, effective forecasts, and the average available days of inventory in different regions. For silicon manganese, the inventory data of 63 sample enterprises in China from 2021 - 2025 are presented, as well as the number of warehouse receipts, effective forecasts, and the average available days of inventory in China [5][7] Cost - profit - For silicon ferroalloy, the cost - profit data include electricity prices in different regions, the market price and production profit of semi - coke, the market price of silica, the production cost and profit in Ningxia and Inner Mongolia, and the export profit of 75 - grade silicon ferroalloy. For silicon manganese, the cost - profit data include the ex - factory price of chemical coke, the price of manganese ore, and the profit in Inner Mongolia, Guangxi, and other regions [5][6][7]
永安期货铁合金早报-20251009
Yong An Qi Huo·2025-10-09 00:38