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 December 3, 2025, the latest prices of Ningxia 72 and Inner Mongolia 72 were 5100 and 5170 respectively, with daily changes of 0 and weekly changes of -30 and 20; the latest prices of the main contract and 01 contract were 5448 and 5410, with daily changes of -18 and -10 and weekly changes of 0 and -14 [2] - For silicon manganese on December 3, 2025, the latest prices of Inner Mongolia 6517, Ningxia 6517, Guangxi 6517, and Guizhou 6517 were 5530, 5520, 5550, and 5520 respectively, with daily changes of 0, 10, 0, and 0 and weekly changes of 10, 40, 20, and 20; the latest price of the main contract was 5728, with a daily change of -10 and a weekly change of 92 [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 the capacity utilization rates of Inner Mongolia, Ningxia, and Shaanxi [4] - The production data of silicon manganese in China from 2021 - 2025 are presented, including weekly production and the procurement prices and quantities of Hebei Iron and Steel Group [6] Demand - The demand - related data of silicon ferroalloy and silicon manganese from 2021 - 2025 are presented, including the estimated and actual production of Chinese crude steel, the production of stainless - steel crude steel, the procurement quantity of Hebei Iron and Steel Group, and the demand of silicon manganese in China (Steel Union caliber) [4][7] Inventory - The inventory data of 60 sample silicon ferroalloy enterprises in China from 2021 - 2025 are presented, including weekly inventory, inventory in Ningxia, Inner Mongolia, and Shaanxi, and the number of warehouse receipts, effective forecasts, and the sum of the two [5] - The inventory data of silicon manganese from 2021 - 2025 are presented, including the number of warehouse receipts, effective forecasts, the sum of warehouse receipts and effective inventory, the inventory of 63 sample enterprises in China (weekly, in tons), and the average available inventory days in China [7] Cost and Profit - The cost - related data of silicon ferroalloy from 2021 - 2025 are presented, including electricity prices in Qinghai, Ningxia, Shaanxi, and Inner Mongolia, the market price of blue charcoal, the production cost of silicon ferroalloy in Ningxia and Inner Mongolia, and the profit of silicon ferroalloy in Ningxia (including folding the main contract and spot profit) and the export profit of 75 silicon ferroalloy [5] - The cost - related data of silicon manganese from 2021 - 2025 are presented, including the prices of chemical coke, semi - carbonated manganese blocks, and manganese ore, and the profit of silicon manganese in Inner Mongolia, Guangxi, the northern region, and the southern region (Steel Union caliber) [6][7]
永安期货铁合金早报-20251203
Yong An Qi Huo·2025-12-03 02:53