永安期货铁合金早报-20251029

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 29, 2025, the latest prices of Ningxia 72 and Inner Mongolia 72 are 5170 and 5220 respectively, with daily changes of 0 and weekly changes of 40 and 70 [2]. - The latest price of Shaanxi 75 silicon ferroalloy is 5750, with a daily and weekly change of -50 [2]. - The export prices of Tianjin 72 and Tianjin 75 silicon ferroalloy are 1055 and 1105 (in US dollars) respectively, with no daily or weekly changes [2]. - For silicon manganese, the latest prices of Inner Mongolia 6517, Ningxia 6517, Guangxi 6517, Guizhou 6517, and Yunnan 6517 are 5680, 5580, 5650, 5600, and 5600 respectively, with no daily changes [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 in different regions such as Inner Mongolia, Ningxia, and Shaanxi [5]. - The production data of silicon manganese in China from 2021 - 2025 are also shown, including weekly production and the procurement volume and price of Hebei Iron and Steel Group [7]. Demand - The demand - related data of silicon ferroalloy and silicon manganese in China from 2021 - 2025 are provided, such as the estimated production of crude steel, the production of stainless - steel crude steel, and the demand for silicon manganese (Steel Union caliber) [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 and the number of warehouse receipts and effective forecasts [6]. - The inventory data of silicon manganese from 2021 - 2025 are also shown, including the number of warehouse receipts, effective forecasts, and the inventory of 63 sample enterprises in China [8]. Cost and Profit - The cost - related data of silicon ferroalloy from 2021 - 2025 are provided, such as electricity prices in different regions, the market price of semi - coke, and the production cost and profit in Inner Mongolia and Ningxia [6]. - The cost - related data of silicon manganese from 2021 - 2025 are also presented, including the price of chemical coke, the price of manganese ore, and the profit in different regions [7][8].