永安期货铁合金早报-20251107

Report Industry Investment Rating - Not provided in the content Core Viewpoints - Not provided in the content Summary by Related Catalogs Price - For silicon ferroalloy, on November 7, 2025, the latest price of Ningxia 72 silicon ferroalloy natural block was 5150 yuan, with no daily change and a weekly decrease of 70 yuan; the main contract price was 5586 yuan, with a daily increase of 26 yuan and a weekly increase of 36 yuan [2]. - For silicon manganese alloy, on the same day, the ex - factory price of Inner Mongolia 6517 silicon manganese alloy was 5620 yuan, with no daily change and a weekly decrease of 60 yuan; the main contract price was 5798 yuan, with a daily increase of 22 yuan and a weekly decrease of 44 yuan [2]. Supply - The production data of 136 silicon ferroalloy production enterprises in China over the years from 2021 - 2025 are presented, including monthly production, weekly production (with a capacity ratio of 95%), and monthly capacity utilization rates in Inner Mongolia, Ningxia, and Shaanxi [4]. - The weekly production data of silicon manganese alloy in China from 2021 - 2025 are also provided [6]. Demand - The report shows the demand data of silicon manganese alloy in China (in ten thousand tons, according to the Steel Union's caliber) from 2021 - 2025, as well as the monthly production forecast data of crude steel in China [4][7]. - It also includes the monthly procurement volume and price data of FeSi75 - B by Hebei Iron and Steel Group, and the monthly procurement volume and price data of 6517 silicon manganese alloy by Hebei Iron and Steel Group [4][6]. Inventory - For silicon ferroalloy, the weekly inventory data of 60 sample enterprises in China, Ningxia, Inner Mongolia, and Shaanxi from 2021 - 2025 are presented, along with daily data on warehouse receipts, effective forecasts, and the sum of warehouse receipts and effective forecasts [5]. - For silicon manganese alloy, the daily data on warehouse receipts, effective forecasts, and the sum of warehouse receipts and effective inventory in China from 2021 - 2025 are provided, as well as the weekly inventory data of 63 sample enterprises in China [7]. Cost - Profit - The cost - profit data of silicon ferroalloy include electricity prices in Inner Mongolia, Qinghai, Ningxia, and Shaanxi, the market price of small - sized blue charcoal in Shaanxi, the production profit of blue charcoal in China, and the production cost and profit of silicon ferroalloy in Inner Mongolia and Ningxia [5]. - The cost - profit data of silicon manganese alloy include the profit data in Inner Mongolia, Guangxi, the northern region, and the southern region (according to the Steel Union's caliber), and the profit data of silicon manganese alloy in Ningxia and Guangxi converted to the main contract [7].