铁合金早报-20251231

Report Industry Investment Rating - Not provided in the content Core Viewpoints of the Report - Not provided in the content Summary by Relevant Catalogs Price - For silicon ferroalloy, on December 31, 2025, the latest prices of Ningxia 72 and Inner Mongolia 72 were 5300 and 5320 respectively, with daily changes of 50 and weekly changes of 50. The latest prices of the main contract and 01 contract were 5750 and 5564 respectively, with daily changes of 74 and 30, and weekly changes of 102 and 46 [2]. - For silicon manganese, on the same date, the latest ex - factory price of Inner Mongolia 6517 was 5650, with a daily change of 60 and a weekly change of 80. The latest main contract price was 5942, with a daily change of 80 and a weekly change of 120 [2]. Supply - The monthly production data of 136 silicon ferroalloy enterprises in China from 2021 - 2025 are presented, showing the overall supply trend of the silicon ferroalloy industry [5]. - The weekly production data of silicon manganese in China from 2021 - 2025 are provided, reflecting the supply situation of the silicon manganese industry [7]. Demand - The monthly estimated and actual production of crude steel in China from 2021 - 2025 are shown, which is related to the demand for ferroalloys [5][8]. - The monthly demand data of silicon manganese in China (Steel Union caliber) from 2021 - 2025 are presented, indicating the market demand for silicon manganese [5][8]. Inventory - The weekly inventory data of 60 sample silicon ferroalloy enterprises in China, Ningxia, Inner Mongolia, and Shaanxi from 2021 - 2025 are provided, along with the daily data of CZCE silicon ferroalloy warehouse receipts, effective forecasts, and the sum of them [6]. - The daily data of CZCE silicon manganese warehouse receipts, effective forecasts, and the sum of them from 2021 - 2025 are presented, as well as the weekly inventory data of 63 sample silicon manganese enterprises in China from 2021 - 2025 [8]. Cost and Profit - Cost - related factors such as electricity prices in different regions (Inner Mongolia, Qinghai, Ningxia, Shaanxi) and the market price of semi - coking coal in Shaanxi from 2021 - 2025 are shown, affecting the production cost of ferroalloys [6]. - The production profit data of silicon ferroalloy in Ningxia and Inner Mongolia, as well as the export profit data of 75 - grade silicon ferroalloy from 2021 - 2025 are presented [6]. - The profit data of silicon manganese in Inner Mongolia, Guangxi, the northern region, and the southern region from 2021 - 2025 are provided [8].