永安期货铁合金早报-20251111

Report Industry Investment Rating - Not provided in the given content Core Viewpoints - Not provided in the given content Summary by Relevant Catalogs Price - For silicon ferroalloy on November 11, 2025, the latest price of Ningxia 72 silicon ferroalloy natural block is 5150, with no daily or weekly change; the factory - price converted to the futures market is 5450. The main contract price is 5588, up 62 from the previous day and week [2]. - The latest price of Tianjin 72 silicon ferroalloy export (in US dollars) is 1045, down 10 from last week [2]. - For silicon - manganese alloy, the latest price of Inner Mongolia 6517 silicon - manganese alloy at the production area is 5620, down 30 from last week; the factory - price converted to the futures market is 5920. The main contract price is 5820, up 60 from the previous day and 26 from last week [2]. Supply - The production data of 136 silicon ferroalloy enterprises in China from 2021 - 2025 are presented, including monthly production, weekly production (capacity ratio 95%), and monthly capacity utilization in Inner Mongolia, Ningxia, and Shaanxi [5]. - The production data of silicon - manganese alloy in China from 2021 - 2025 are presented, including weekly production and related procurement data from Hebei Iron and Steel Group [7]. Demand - The demand data of silicon - manganese alloy in China from 2021 - 2025 are presented, including the demand volume in China (according to Ganglian's caliber), and the export volume of silicon - manganese alloy in China [5][8]. - The demand - related data of silicon ferroalloy are also shown, such as the procurement volume and price of Hebei Iron and Steel Group [5]. Inventory - The inventory data of 60 sample silicon ferroalloy enterprises in China from 2021 - 2025 are presented, including weekly inventory in China, Ningxia, Inner Mongolia, and Shaanxi, as well as inventory - related data such as warehouse receipts and available days [6]. - The inventory data of silicon - manganese alloy from 2021 - 2025 are presented, including the number of warehouse receipts, effective forecasts, and inventory of 63 sample enterprises in China [8]. Cost and Profit - The cost - profit - related data of silicon ferroalloy from 2021 - 2025 are presented, including electricity prices in different regions, the market price of blue charcoal, and production costs and profits in Ningxia and Inner Mongolia [6]. - The cost - profit - related data of silicon - manganese alloy from 2021 - 2025 are presented, including the price of raw materials such as chemical coke and manganese ore, and the profits in different regions [7][8].