铁合金早报-20260205

Report Industry Investment Rating - Not provided in the given content Core Viewpoints - Not provided in the given content Summary by Directory Price - The latest prices of 72% FeSi in different regions are as follows: 5300 in Ningxia, 5350 in Inner Mongolia, 5300 in Qinghai, 5300 in Shaanxi, 5750 in Jiangsu, and 5750 in Tianjin. The latest price of 75% FeSi in Shaanxi is 6000, and in Tianjin is 1115. The latest price of 6517 FeSi in Inner Mongolia is 5650, in Ningxia is 5610, in Guangxi is 5750, in Guizhou is 5700, and in Yunnan is 5700. The latest price of 6014 FeSi in Guangxi is 5100 [1]. - The closing prices of silicon - manganese and silicon - iron futures contracts in different years from 2022 - 2026 are presented, including主力合约, 01, 05, 09 contracts, etc. [1][2][5] - The price differences between different grades and regions of silicon - iron and silicon - manganese are also provided, such as the basis, month - to - month spreads, and the spread between silicon - iron and silicon - manganese [1][2][5] Supply - The production data of 136 silicon - iron enterprises in China are shown, including monthly and weekly production, and capacity utilization rates in Inner Mongolia, Ningxia, and Shaanxi from 2022 - 2026 [3]. - The production data of silicon - manganese in China, including weekly production, and the procurement data of HeSteel Group (quantity and price) from 2022 - 2026 are presented [5] Demand - The demand - related data of silicon - iron and silicon - manganese are provided, such as the estimated and actual production of crude steel in China, the production of stainless - steel crude steel, the export volume of silicon - iron, and the demand for silicon - manganese in China from 2022 - 2026 [3][5][6] Inventory - The inventory data of silicon - iron and silicon - manganese are provided, including the inventory of 60 sample enterprises in different regions, the number of warehouse receipts, effective forecasts, and the average available days of inventory in different regions from 2022 - 2026 [4][6] Cost and Profit - The cost - related data of silicon - iron and silicon - manganese are provided, such as electricity prices in different regions, the market price of semi - coke, and the market price of manganese ore from 2022 - 2026 [4][5] - The profit - related data of silicon - iron and silicon - manganese are provided, including the production profit, the profit converted to the main contract, and the export profit from 2022 - 2026 [4][6]