铁合金早报-20251230

Report Information - Report Title: Ferroalloy Morning Report - Report Date: December 30, 2025 [1] Price Information Ferrosilicon - Latest prices of natural lump ferrosilicon in different regions: Ningxia 72 at 5250, Inner Mongolia 72 at 5270, Qinghai 72 at 5250, Shaanxi 72 at 5220, Shaanxi 75 at 5650 [2] - Latest prices of qualified lump ferrosilicon: Jiangsu 72 at 5700, Tianjin 72 at 5750 [2] - Export prices of ferrosilicon in Tianjin: 72 at 1020 (USD), 75 at 1070 (USD) [2] - Changes in ferrosilicon prices: Some prices have weekly changes, e.g., Ningxia 72 up 30, Inner Mongolia 72 up 20 [2] - Basis, spreads, and price differences: Such as the main - month basis at - 126, 1 - 5 month spread at - 98, etc. [2] Silicomanganese - Latest factory - ex prices in different regions: Inner Mongolia 6517 at 5590, Ningxia 6517 at 5520, Guangxi 6517 at 5700, etc. [2] - Latest trader prices: Ningxia 6517 at 5520, Jiangsu 6517 at 5750 [2] - Changes in silicomanganese prices: Some prices have weekly changes, e.g., Inner Mongolia 6517 up 40, Ningxia 6517 down 20 [2] - Basis, spreads, and price differences: Such as the main - month basis at 28, 1 - 5 month spread at - 68, etc. [2] Supply - related Information Ferrosilicon - Production volume and capacity utilization data are presented in long - term trends, including 136 - company monthly production, weekly production of 136 companies (95% capacity), and monthly capacity utilization in different regions [4] Silicomanganese - Weekly production volume data and long - term trends are shown [6] Demand - related Information Ferrosilicon - Data on export prices, import prices, and related demand - side indicators such as steel production forecasts and metal magnesium production are presented in long - term trends [3][4] Silicomanganese - Data on demand in China (in million tons) and related demand - side indicators like steel production forecasts are presented in long - term trends [4][7] Inventory - related Information Ferrosilicon - Inventory data of 60 sample enterprises in China and different regions, as well as warehouse receipt and effective forecast data, are presented in long - term trends [5] Silicomanganese - Warehouse receipt, effective forecast, and inventory data, as well as inventory average available days in China, are presented in long - term trends [7] Cost - profit - related Information Ferrosilicon - Data on electricity prices in different regions, market prices of raw materials like semi - coke, semi - coke production profit, and ferrosilicon production cost and profit in different regions are presented in long - term trends [5] Silicomanganese - Data on raw material prices such as chemical coke and manganese ore, and silicomanganese production profit in different regions are presented in long - term trends [6][7]