Report Industry Investment Rating - No relevant information provided Core Viewpoints - No relevant information provided Summary by Related Catalogs Price - For silicon ferroalloy, on January 21, 2026, the latest prices of Ningxia 72 and Inner Mongolia 72 were 5250 yuan, with daily changes of 0 and -20 yuan respectively, and weekly changes of -70 and -100 yuan respectively. The latest price of the silicon ferroalloy export (in US dollars) in Tianjin 72 was 1045 US dollars, with a daily change of 0 and a weekly change of 20 US dollars [1]. - For silicon manganese, on January 21, 2026, the latest prices of Inner Mongolia 6517, Ningxia 6517, Guangxi 6517, Guizhou 6517, and Yunnan 6517 were 5680, 5570, 5750, 5700, and 5700 yuan respectively, with different daily and weekly changes [1]. Supply - The production data of 136 silicon ferroalloy enterprises in China from 2022 - 2026 are presented, including monthly production and weekly production (with a capacity share of 95%). The capacity utilization rates of 136 silicon ferroalloy production enterprises in Inner Mongolia, Ningxia, and Shaanxi from 2022 - 2026 are also provided [3]. - The production data of silicon manganese in China from 2022 - 2026 are presented, including weekly production, and the procurement prices and quantities of silicon manganese 6517 by Hebei Iron and Steel Group from 2022 - 2026 are also provided [5]. Demand - The demand data of silicon ferroalloy and silicon manganese in China from 2022 - 2026 are presented, including the estimated production of crude steel in China, the production of stainless - steel crude steel in China, and the demand for silicon manganese in China (according to the Steel Union's caliber) [3][6]. Inventory - The inventory data of 60 sample silicon ferroalloy enterprises in China, Ningxia, Inner Mongolia, and Shaanxi from 2022 - 2026 are presented, including weekly inventory. The inventory - related data of silicon ferroalloy such as warehouse receipts, effective forecasts, and the sum of warehouse receipts and effective forecasts from 2022 - 2026 are also provided [4]. - The inventory data of 63 sample silicon manganese enterprises in China from 2022 - 2026 are presented, including weekly inventory. The inventory - related data of silicon manganese such as warehouse receipts, effective forecasts, and the sum of warehouse receipts and effective forecasts from 2022 - 2026 are also provided [6]. Cost and Profit - The cost - related data of silicon ferroalloy in Ningxia and Inner Mongolia from 2022 - 2026 are presented, including production costs, profits converted to the main contract, and spot profits. The export profit of 75 silicon ferroalloy from 2022 - 2026 is also provided [4]. - The profit data of silicon manganese in Inner Mongolia, Guangxi, the northern region, and the southern region from 2022 - 2026 are presented, including profits according to the Steel Union's caliber and the profit of Guangxi silicon manganese converted to the main contract [6].
铁合金早报-20260121
Yong An Qi Huo·2026-01-21 02:12