永安期货铁合金早报-20251017
Yong An Qi Huo·2025-10-17 01:33

Report Industry Investment Rating - Not provided in the content Core Viewpoint - Not provided in the content Summary by Relevant Catalogs Price - For silicon ferroalloy on October 17, 2025, the latest prices of Ningxia 72 and Inner Mongolia 72 are 5130 and 5180 respectively, with no daily change and weekly changes of -50 and -20 [2]. - The latest price of Qinghai 72 silicon ferroalloy natural block is 5150, with no daily change and a weekly change of -50 [2]. - The latest price of Shaanxi 72 silicon ferroalloy natural block is 5100, with no daily change and a weekly change of -50 [2]. - The latest price of Shaanxi 75 silicon ferroalloy natural block is 6100, with no daily change or weekly change [2]. - The latest price of Jiangsu 72 silicon ferroalloy qualified block is 5570, with a daily change of 120 and a weekly change of 20 [2]. - The latest price of Tianjin 72 silicon ferroalloy from traders is 5650, with a daily change of 50 and a weekly change of -50 [2]. - The latest export prices of Tianjin 72 and Tianjin 75 silicon ferroalloy are 1060 and 1110 (in US dollars) respectively, with daily changes of 10 and 5 and weekly changes of 35 and 5 [2]. - For silicon manganese on October 17, 2025, the latest factory - ex prices of Inner Mongolia 6517, Ningxia 6517, Guangxi 6517, Guizhou 6517, and Yunnan 6517 are 5680, 5600, 5650, 5600, and 5600 respectively, with daily changes of 0, 0, -50, -50, -30 and weekly changes of 0, -20, -50, -80, -50 [2]. - The latest prices of Ningxia 6517 and Jiangsu 6517 silicon manganese from traders are 5600 and 5700 respectively, with daily changes of 0 and -20 and weekly changes of -20 and 0 [2]. Supply - The production data of 136 silicon ferroalloy enterprises in China from 2021 - 2025 are presented, including monthly and weekly production, and capacity utilization rates in Inner Mongolia, Ningxia, and Shaanxi [5]. - The production data of silicon manganese in China from 2021 - 2025 are presented, including weekly production, procurement prices, and procurement volumes of Hebei Iron and Steel Group [7]. Demand - The demand - related data of silicon ferroalloy and silicon manganese from 2021 - 2025 are presented, including China's estimated and actual crude steel production, metal magnesium production and prices, silicon ferroalloy export volume and price, stainless - steel crude steel production, and silicon manganese demand in China [5][8]. Inventory - The inventory data of 60 sample silicon ferroalloy enterprises in China from 2021 - 2025 are presented, including weekly inventory in different regions, CZCE silicon ferroalloy warehouse receipt quantity, effective forecast, and the sum of warehouse receipts and effective forecasts [6]. - The inventory data of silicon manganese from 2021 - 2025 are presented, including CZCE silicon manganese warehouse receipt quantity, effective forecast, the sum of warehouse receipts and effective inventory, and inventory of 63 sample enterprises in China [8]. Cost and Profit - The cost - related data of silicon ferroalloy from 2021 - 2025 are presented, including electricity prices in different regions, prices of raw materials such as blue charcoal and silica, production costs in Ningxia and Inner Mongolia, and profits from converting to the main contract and spot profits in Ningxia [6]. - The cost - related data of silicon manganese from 2021 - 2025 are presented, including prices of raw materials such as chemical coke and manganese ore, and profits in Inner Mongolia, Guangxi, the northern and southern regions [8].