永安期货铁合金早报-20260128

1. Report Industry Investment Rating - No relevant information provided. 2. Core Viewpoints - No relevant information provided. 3. Summary by Related Catalogs Price - The latest prices and their daily and weekly changes of silicon - iron and silicon - manganese in different regions are presented. For example, the latest price of Ningxia 72 silicon - iron is 5280, with a daily change of - 20 and a weekly change of 30 [1]. - The prices of silicon - iron and silicon - manganese in different contracts (such as main contracts, 01 contracts, etc.) and their daily and weekly changes are also given. For instance, the main contract price of silicon - iron is 5604, with a daily change of - 24 and a weekly change of 52 [1]. - The price differences between different varieties and time periods (e.g., 1 - 5 month spread, 5 - 9 month spread) are provided [1]. Supply - The production and capacity utilization of 136 silicon - iron enterprises in China are shown, including monthly and weekly data, and the capacity utilization in Inner Mongolia, Ningxia, and Shaanxi [3]. - The production of silicon - manganese in China, the procurement volume and price of HeSteel Group for silicon - manganese 6517 are also presented [5]. Demand - The estimated production of crude steel in China, the production of stainless - steel crude steel, and the demand for silicon - manganese in China are provided [3][6]. - The procurement volume of HeSteel Group for FeSi75 - B silicon - iron is also given [3]. Inventory - The inventory data of 60 sample silicon - iron enterprises in China, including the total inventory and the inventory in Ningxia, Inner Mongolia, and Shaanxi, are presented [4]. - The inventory - related data of silicon - manganese, such as the total number of warehouse receipts, effective forecasts, and the sum of warehouse receipts and effective forecasts, are provided [6]. Cost and Profit - The electricity prices of iron - alloy in different regions (Qinghai, Ningxia, Shaanxi, Inner Mongolia), the market price of semi - coke, and the production cost and profit of silicon - iron in Ningxia and Inner Mongolia are shown [4]. - The cost - related data of silicon - manganese, including the price of chemical coke, the price of manganese ore, and the profit of silicon - manganese in Inner Mongolia, Guangxi, and other regions, are provided [5][6].