永安期货铁合金早报-20251020

Report Industry Investment Rating - Not provided in the content Core Viewpoints - Not provided in the content Summary by Relevant Catalogs Price - For silicon ferroalloy, on October 20, 2025, the latest price of Ningxia 72 silicon ferroalloy natural block was 5130 yuan, with no daily change and a weekly decrease of 50 yuan; the latest price of Inner Mongolia 72 was 5180 yuan, with no daily change and a weekly decrease of 20 yuan; the latest price of Shaanxi 75 was 5800 yuan, with a daily and weekly decrease of 300 yuan. The export price of Tianjin 72 was 1060 US dollars, with no daily change and a weekly increase of 35 US dollars [2]. - For silicon manganese, on October 20, 2025, the factory - ex price of Inner Mongolia 6517 was 5680 yuan, with no daily and weekly change; the factory - ex price of Ningxia 6517 was 5600 yuan, with no daily change and a weekly decrease of 20 yuan [2]. Supply - The production data of 136 silicon ferroalloy production enterprises in China (monthly and weekly) and their capacity utilization rates in Inner Mongolia, Ningxia, and Shaanxi (monthly) are provided from 2021 - 2025. Also, the production data of silicon manganese in China (weekly) from 2021 - 2025 are presented [4][6]. Demand - The demand - related data include the estimated and actual production of crude steel in China (monthly), the demand for silicon manganese in China (in ten thousand tons, according to Steel Union's caliber), and the procurement volume and price of silicon ferroalloy and silicon manganese by Hebei Iron and Steel Group (monthly) from 2021 - 2025 [4][6][7]. Inventory - For silicon ferroalloy, the inventory data of 60 sample enterprises in China (weekly), and their inventory in Ningxia, Inner Mongolia, and Shaanxi (weekly) from 2021 - 2025 are provided. Also, the warehouse receipt quantity, effective forecast, and the sum of them (daily) are presented, as well as the average available inventory days in different regions (monthly) [5]. - For silicon manganese, the warehouse receipt quantity, effective forecast, and the sum of them (daily), the inventory of 63 sample enterprises in China (weekly, in tons), and the average available inventory days in China (monthly) from 2021 - 2025 are provided [7]. Cost and Profit - For silicon ferroalloy, the electricity prices in Inner Mongolia, Qinghai, Ningxia, and Shaanxi (daily), the market price of blue carbon small materials in Shaanxi (daily), the production cost and profit in Ningxia and Inner Mongolia (in yuan/ton) from 2021 - 2025 are provided [5]. - For silicon manganese, the profit data in Inner Mongolia, Guangxi, the northern and southern regions (in yuan/ton, according to Steel Union's caliber) from 2021 - 2025 are provided [7].