铁合金早报-20260206

1. Report Industry Investment Rating - No information provided 2. Core Viewpoints - No information provided 3. Summary by Relevant Catalogs Price - For silicon iron, the latest prices of 72 silicon iron in different regions on February 6, 2026, are as follows: 5300 yuan in Ningxia, 5370 yuan in Inner Mongolia, 5300 yuan in Qinghai, 5300 yuan in Shaanxi, and 5750 yuan in Jiangsu and Tianjin. The price of 75 silicon iron in Shaanxi is 6000 yuan, and the export price of 72 silicon iron in Tianjin is 1055 US dollars, while that of 75 silicon iron is 1115 US dollars. There are also price changes on a daily and weekly basis [1]. - For silicon manganese, the latest prices of 6517 silicon manganese in different regions on February 6, 2026, are: 5650 yuan in Inner Mongolia, 5610 yuan in Ningxia, 5750 yuan in Guangxi, and 5700 yuan in Guizhou and Yunnan. The price of 6014 silicon manganese in Guangxi is 5100 yuan. There are corresponding daily and weekly price changes [1]. - The report also shows the historical price trends of silicon iron and silicon manganese from 2022 - 2026, including market prices in different regions, export and import prices, and prices of related contracts [2][6]. Supply - For silicon iron, the production data of 136 silicon - iron enterprises in China, including monthly and weekly production, and capacity utilization rates in Inner Mongolia, Ningxia, and Shaanxi from 2022 - 2026 are presented. The production of silicon iron in China shows certain trends over time [4]. - For silicon manganese, the weekly production of silicon manganese in China from 2022 - 2026 is shown, as well as the procurement volume and price of 6517 silicon manganese by Hebei Iron and Steel Group on a monthly basis [6]. Demand - For silicon iron, factors related to demand include the production of crude steel in China, the production of stainless - steel crude steel, the procurement volume of FeSi75 - B by Hebei Iron and Steel Group, and the export volume of silicon iron. These data are presented from 2022 - 2026 [4]. - For silicon manganese, the demand data include the estimated demand in China (Steel Union's caliber), the production of crude steel in China, and the export volume of silicon manganese from 2022 - 2026 [4][7]. Inventory - For silicon iron, the inventory data of 60 sample enterprises in China, including inventory in different regions such as Ningxia, Inner Mongolia, and Shaanxi on a weekly basis, as well as the inventory average available days in different regions and the total inventory (including warehouse receipts and effective forecasts) are presented from 2022 - 2026 [5]. - For silicon manganese, the inventory data include the total warehouse receipts, effective forecasts, and the sum of them, as well as the inventory of 63 sample enterprises in China on a weekly basis and the inventory average available days in China from 2022 - 2026 [7]. Cost and Profit - For silicon iron, the cost - related factors include electricity prices in different regions (Inner Mongolia, Qinghai, Ningxia, Shaanxi), the market price of semi - coke in Shaanxi, etc. The profit data include the production cost and profit in Ningxia and Inner Mongolia, and the export profit of 75 - grade silicon iron from 2022 - 2026 [5]. - For silicon manganese, the profit data include the profit in Inner Mongolia, Guangxi, the northern and southern regions, and the disk - based profit in Guangxi and Ningxia from 2022 - 2026 [7].