永安期货铁合金早报-20251229

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 29, 2025, the latest prices of Ningxia 72 and Inner Mongolia 72 were 5250 and 5270 respectively, with daily changes of 0 and weekly changes of 50 and 20. The export price of Tianjin 72 was 1020 (USD) with no daily or weekly changes [2]. - For silicon manganese, on the same day, the latest prices of Inner Mongolia 6517, Ningxia 6517, Guangxi 6517, and Guizhou 6517 were 5590, 5520, 5700, and 5650 respectively, with daily changes of 20, 0, 30, and 30, and weekly changes of 50, 20, 80, and 80 [2]. Supply - The monthly production of 136 silicon ferroalloy enterprises in China from 2021 - 2025 is presented, as well as the weekly production of 136 silicon ferroalloy enterprises (with a 95% capacity share) [5]. - The monthly production of silicon manganese in China from 2021 - 2025 is shown, along with the procurement volume and price of Hebei Iron and Steel Group for silicon manganese 6517 [7]. Demand - The monthly estimated and actual production of crude steel in China from 2021 - 2025 is provided, and the demand for silicon manganese in China (in ten thousand tons) from 2021 - 2025 is also given [5][8]. Inventory - The weekly inventory of 60 sample silicon ferroalloy enterprises in China, Ningxia, Inner Mongolia, and Shaanxi from 2021 - 2025 is presented, as well as the daily number of silicon ferroalloy warehouse receipts and effective forecasts [6]. - The daily warehouse receipts, effective forecasts, and total inventory of silicon manganese in China from 2021 - 2025 are shown, along with the inventory of 63 sample silicon manganese enterprises in China (in tons) [8]. Cost - Profit - The electricity prices in Qinghai, Ningxia, Shaanxi, and Inner Mongolia for ferroalloys from 2021 - 2025 are presented, as well as the market price of semi - coke small materials in Shaanxi and its production profit in China [6]. - The profit of silicon manganese in Inner Mongolia, Guangxi, the northern and southern regions from 2021 - 2025 is shown, along with the profit of silicon manganese converted to the main contract in Guangxi and Ningxia [8].