铁合金早报-20260108

1. Report Industry Investment Rating - No information provided 2. Core Viewpoint - No information provided 3. Summary by Related Catalogs Price - For silicon iron, on January 8, 2026, the latest prices of Ningxia 72 and Inner Mongolia 72 were 5370 and 5350 respectively, with daily changes of 100 and 70 and weekly changes of 70 and 30. The export price of Tianjin 72 was 1025 (USD), with a weekly change of 5 [2]. - For silicon manganese, on January 8, 2026, the latest prices of Inner Mongolia 6517, Ningxia 6517, Guangxi 6517, Guizhou 6517, and Yunnan 6517 were 5650, 5600, 5720, 5700, and 5680 respectively, with daily changes of 20, 40, 20, 20, and 0, and weekly changes of 0, 30, -30, 0, and -20 [2]. Supply - The monthly production of 136 silicon iron enterprises in China from 2022 - 2026 is presented, and the weekly production of 136 silicon iron enterprises in China (with a capacity - share of 95%) from 2022 - 2026 is also shown. The monthly capacity utilization rates of 136 silicon iron production enterprises in Inner Mongolia, Ningxia, and Shaanxi from 2022 - 2026 are provided [5]. - The weekly production of silicon manganese in China from 2022 - 2026 is presented, and the monthly procurement volume and price of silicon manganese 6517 by Hebei Iron and Steel Group from 2022 - 2026 are also shown [7]. Demand - The monthly estimated and revised production of crude steel in China from 2022 - 2026, the monthly production of stainless - steel crude steel in China from 2022 - 2026, and the monthly procurement volume of FeSi75 - B by Hebei Iron and Steel Group from 2022 - 2026 are presented. The monthly demand for silicon manganese in China from 2022 - 2026 is also shown [5][8]. Inventory - The weekly inventory of 60 silicon iron sample enterprises in China, Ningxia, Inner Mongolia, and Shaanxi from 2022 - 2026 is presented. Also, the daily warehouse receipt quantity, effective forecast, and the sum of warehouse receipts and effective forecasts of silicon iron from 2022 - 2026 are provided. The monthly average available days of silicon iron inventory in East China, South China, North China, and China from 2022 - 2026 are shown [6]. - The daily warehouse receipt quantity, effective forecast, and the sum of warehouse receipts and effective forecasts of silicon manganese from 2022 - 2026 are presented. The weekly inventory of 63 silicon manganese sample enterprises in China from 2022 - 2026 and the monthly average available days of silicon manganese inventory in China from 2022 - 2026 are also provided [8]. Cost - Profit - The electricity prices in Inner Mongolia, Qinghai, Ningxia, and Shaanxi from 2022 - 2026, the market mainstream price of small - sized blue coke in Shaanxi from 2022 - 2026, the production cost and profit of silicon iron in Ningxia and Inner Mongolia from 2022 - 2026, and the export profit of 75 - grade silicon iron from 2022 - 2026 are presented [6]. - The profits of silicon manganese in Inner Mongolia, Guangxi, the North Region, and the South Region from 2022 - 2026, the prices of chemical coke, manganese ore, and other raw materials from 2022 - 2026, and the profit of Guangxi silicon manganese converted to the main contract from 2022 - 2026 are shown [7][8].