铁合金早报-20251209

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 9, 2025, the latest price of Ningxia 72 silicon ferroalloy natural block was 5100 yuan, unchanged from the previous day and week; Inner Mongolia 72 was 5150 yuan, down 20 yuan from the previous day and week; the export price of Tianjin 72 was 1020 US dollars, unchanged from the previous day and down 10 US dollars from the previous week [2]. - For silicon manganese, on December 9, 2025, the latest price of Inner Mongolia 6517 silicon manganese alloy was 5530 yuan, unchanged from the previous day and week; Ningxia 6517 was 5510 yuan, down 10 yuan from the previous day and unchanged from the previous week [2]. Supply - The report presents historical data on the output of 136 silicon - ferroalloy enterprises in China (monthly and weekly, with a capacity share of 95%), and the capacity utilization rate of 136 silicon - ferroalloy production enterprises in Inner Mongolia, Ningxia, and Shaanxi (monthly) [4]. - It also shows historical data on the weekly output of silicon manganese in China [6]. Demand - The report provides historical data on the estimated and revised production volume of crude steel in China (monthly, in ten thousand tons), the production volume of stainless - steel crude steel in China (monthly, in ten thousand tons), and other data related to the demand for ferroalloys [4]. Inventory - For silicon ferroalloy, it includes historical data on the inventory of 60 sample enterprises in China, Ningxia, Inner Mongolia, and Shaanxi (weekly), the total number of warehouse receipts of silicon ferroalloy on CZCE (daily), and the average available inventory days in different regions [5]. - For silicon manganese, it shows historical data on the total number of warehouse receipts of silicon manganese on CZCE (daily), the total number of valid forecasts (daily), and the inventory of 63 sample enterprises in China (weekly, in tons) [7]. Cost and Profit - For silicon ferroalloy, the report presents historical data on electricity prices in different regions, the market mainstream price of semi - coking coal, and the production cost and profit of silicon ferroalloy in Ningxia and Inner Mongolia [5]. - For silicon manganese, it shows historical data on the profit of silicon manganese in Inner Mongolia, Guangxi, the northern and southern regions (in yuan per ton) and other related cost - profit data [7].