铁合金早报-20260204

Report Industry Investment Rating - Not provided in the given content Core Viewpoints - Not provided in the given content Summary by Relevant Catalogs Price - For silicon ferroalloy, on February 4, 2026, the latest price of Ningxia 72 was 5350, with a daily change of 0 and a weekly change of 70; the latest price of Inner Mongolia 72 was also 5350, with a daily change of 0 and a weekly change of 70. The export price of Tianjin 72 was 1055, with a daily change of 0 and a weekly change of 5 [1]. - For silicon manganese, on February 4, 2026, the latest price of Inner Mongolia 6517 was 5680, with a daily change of 0 and a weekly change of 0; the latest price of Ningxia 6517 was 5610, with a daily change of -10 and a weekly change of 40 [1]. Supply - The production data of 136 silicon ferroalloy enterprises in China from 2022 to 2026 are presented, including monthly and weekly production, as well as capacity utilization rates in Inner Mongolia, Ningxia, and Shaanxi [3]. - The production data of silicon manganese in China from 2022 to 2026 are presented, including weekly production and the procurement volume and price of Hebei Steel Group [5]. Demand - The demand - related data of silicon ferroalloy and silicon manganese in China from 2022 to 2026 are presented, such as the production of crude steel, stainless - steel crude steel, and the procurement volume of Hebei Steel Group [3][6]. Inventory - The inventory data of 60 sample silicon ferroalloy enterprises in China from 2022 to 2026 are presented, including the inventory in different regions and the inventory average available days in different regions [4]. - The inventory data of silicon manganese from 2022 to 2026 are presented, including the number of warehouse receipts, effective forecasts, and the inventory of 63 sample enterprises in China [6]. Cost and Profit - The cost - related data of silicon ferroalloy from 2022 to 2026 are presented, such as electricity prices in different regions, the market price of semi - coke, and the production cost in Ningxia and Inner Mongolia. The profit data include the profit of Ningxia silicon ferroalloy converted to the main contract, spot profit, and 75 silicon ferroalloy export profit [4]. - The cost - and profit - related data of silicon manganese from 2022 to 2026 are presented, including the profit in Inner Mongolia, Guangxi, the northern region, and the southern region, as well as the profit of Guangxi silicon manganese converted to the main contract [6].