永安期货铁合金早报-20251112

Report Information - Report Date: 2025/11/12 [1] - Report Type: Ferroalloy Morning Report Core Viewpoints - The report provides a comprehensive overview of the ferroalloy market, including price, supply, demand, inventory, cost, and profit data for silicon iron and silicon manganese from 2021 to 2025 [2][4][5][6][7] Key Points by Category Price - Silicon Iron: Prices vary by region and grade, with daily and weekly changes. For example, the latest price of Ningxia 72 silicon iron natural block is 5180 yuan, up 30 yuan daily and weekly [2] - Silicon Manganese: Similar to silicon iron, prices vary by region and grade, with different daily and weekly changes. For instance, the latest price of Inner Mongolia 6517 silicon manganese is 5620 yuan, unchanged daily and weekly [2] Supply - Silicon Iron: Production data includes monthly and weekly output, capacity utilization, and开工率 of 136 silicon iron production enterprises in China from 2021 - 2025 [4] - Silicon Manganese: Production data such as weekly output, procurement volume, and开工率 of silicon manganese in China are presented from 2021 - 2025 [6] Demand - Silicon Iron: Demand - related data includes exports, consumption in industries like steel and magnesium production, and procurement by enterprises such as Hebei Iron and Steel Group from 2021 - 2025 [4] - Silicon Manganese: Demand data includes domestic demand in China (steel - related) and export volume from 2021 - 2025 [7] Inventory - Silicon Iron: Inventory data covers 60 sample enterprises in China, including total inventory, regional inventory, and warehouse receipts + effective forecasts from 2021 - 2025 [5] - Silicon Manganese: Inventory data includes warehouse receipts, effective forecasts, and inventory of 63 sample enterprises in China from 2021 - 2025 [7] Cost and Profit - Silicon Iron: Cost factors include electricity prices, raw material prices (such as semi - coke), and profit data includes production profit, export profit, and profit after conversion to the main contract [5] - Silicon Manganese: Cost factors involve raw material prices (such as manganese ore) and profit data includes regional profit and profit after conversion to the main contract from 2021 - 2025 [6][7]