永安期货铁合金早报-20251028

Report Industry Investment Rating - Not provided in the content Core Viewpoints - Not provided in the content Summary by Relevant Catalogs Price - For silicon iron on October 28, 2025, the latest prices of Ningxia 72 and Inner Mongolia 72 are 5170 and 5220 respectively, with a daily change of -30 and a weekly change of 40. The latest prices of the main contract and 01 contract are 5564, with a daily change of 22 and a weekly change of 128 [2]. - For silicon manganese on the same day, the factory - ex prices of Inner Mongolia 6517, Ningxia 6517, Guangxi 6517, Guizhou 6517, and Yunnan 6517 are 5680, 5580, 5650, 5600, and 5600 respectively. The latest price of the main contract is 5802, with a daily change of 30 and a weekly change of 64 [2]. Supply - The report presents historical production data of 136 silicon - iron enterprises in China from 2021 - 2025, including monthly and weekly production and capacity utilization in different regions such as Inner Mongolia, Ningxia, and Shaanxi [5]. - It also shows the historical production data of silicon manganese in China from 2021 - 2025, including weekly production and enterprise operating rates [7]. Demand - The report shows historical data of demand - related indicators for silicon iron and silicon manganese in China from 2021 - 2025, such as the demand volume of silicon manganese (Steel Union caliber), and the procurement volume and price of silicon iron and silicon manganese by Hebei Iron and Steel Group [5][7][8]. Inventory - For silicon iron, it shows the historical inventory data of 60 sample enterprises in China and different regions (Ningxia, Inner Mongolia, Shaanxi) from 2021 - 2025, as well as the historical data of CZCE silicon - iron warehouse receipts, effective forecasts, and the sum of the two [6]. - For silicon manganese, it presents the historical data of CZCE silicon - manganese warehouse receipts, effective forecasts, the sum of the two, and the inventory of 63 sample enterprises in China from 2021 - 2025 [8]. Cost and Profit - The report shows the historical data of electricity prices in different regions (Inner Mongolia, Qinghai, Ningxia, Shaanxi) for ferroalloys from 2021 - 2025, as well as the historical data of prices, operating rates, production gross profits of related raw materials such as semi - carbonated manganese ore, manganese ore, and blue carbon [6]. - It also presents the historical cost and profit data of silicon iron and silicon manganese in different regions (Ningxia, Inner Mongolia, Guangxi) from 2021 - 2025, including production costs, profits converted to the main contract, and spot profits [6][8].