铁合金早报-20260116

Report Summary 1. Report Industry Investment Rating There is no information provided regarding the report industry investment rating. 2. Core Viewpoint There is no clear core viewpoint presented in the provided content. 3. Summary by Relevant Catalogs Price - In the iron alloy market, the latest prices of different grades of silicon - iron and silicon - manganese in various regions are presented, along with their daily and weekly changes. For example, the latest price of Ningxia 72 silicon - iron is 5320, with no daily change and a 50 decrease weekly, and its factory price converted to the futures price is 5620 [1]. - Price trends of silicon - iron and silicon - manganese in different regions from 2022 - 2026 are shown, including market prices, export and import prices, and basis differences [2][6]. Supply - Data on the production of silicon - iron and silicon - manganese are provided, such as the monthly production of 136 silicon - iron enterprises in China from 2022 - 2026, and the weekly production of 136 silicon - iron enterprises in China (with a 95% capacity share) [4]. - The capacity utilization rates of 136 silicon - iron production enterprises in Inner Mongolia, Ningxia, and Shaanxi from 2022 - 2026 are presented [4]. - Information about the production and supply of related products like metal magnesium and stainless - steel crude steel is also included, such as the monthly production of stainless - steel crude steel in China from 2022 - 2026 [4]. Demand - Demand - related data such as the estimated and actual production of crude steel in China from 2022 - 2026 are provided, along with the demand for silicon - manganese in China (according to the Steel Union's data) [4][7]. - The procurement volume and price of silicon - iron and silicon - manganese by Hebei Iron and Steel Group are presented [4][6]. Inventory - Inventory data of silicon - iron and silicon - manganese are shown, including the weekly inventory of 60 sample silicon - iron enterprises in China and in different regions (Ningxia, Inner Mongolia, Shaanxi), and the daily inventory - related data such as the total number of silicon - iron warehouse receipts on CZCE [5]. - For silicon - manganese, inventory data such as the total number of warehouse receipts, effective forecasts, and the combined inventory on CZCE are provided, along with the inventory of 63 sample silicon - manganese enterprises in China (weekly, in tons) [7]. Cost and Profit - Cost - related data such as electricity prices for iron alloys in different regions (Inner Mongolia, Qinghai, Ningxia, Shaanxi) from 2022 - 2026, and the market price of semi - coke in Shaanxi are presented [5]. - Profit - related data such as the production profit of semi - coke in China, the production cost and profit of silicon - iron in Ningxia and Inner Mongolia, and the profit of silicon - manganese in Inner Mongolia, Guangxi, and different regions are provided [5][7].