铁合金早报-20260210

1. Report Industry Investment Rating - No relevant information provided 2. Core Viewpoints - No clear core viewpoints are presented in the provided content 3. Summary by Related Catalogs Price - For silicon iron, prices in different regions such as Ningxia, Inner Mongolia, Qinghai, and Shaanxi vary, with some showing daily and weekly changes. For example, Ningxia 72 silicon iron is priced at 5,270, with a daily change of -30 and a weekly change of -80 [1]. - The prices of silicon manganese also have different trends in different regions and contracts. For instance, the CZCE silicon manganese main - contract closing price has shown different fluctuations from 2022 - 2026 [6]. Supply - The production of silicon iron by 136 Chinese enterprises (monthly and weekly) and their capacity utilization rates in Inner Mongolia, Ningxia, and Shaanxi are presented. The weekly production of 136 silicon iron enterprises (with a 95% capacity share) has been tracked from 2022 - 2026 [4]. - The production of silicon manganese in China (weekly) and the purchase volume and price of silicon manganese 6517 by Hebei Steel Group (monthly) are provided [6]. Demand - The demand - related data for silicon iron includes the production of crude steel, metal magnesium, and stainless - steel crude steel in China, as well as the export volume of silicon iron [4]. - For silicon manganese, the demand data includes the estimated production of crude steel in China, the demand in China, and the export volume [7]. Inventory - The inventory data of silicon iron includes the inventory of 60 sample enterprises in China, Ningxia, Inner Mongolia, and Shaanxi (weekly), as well as CZCE silicon iron warehouse receipts, effective forecasts, and the sum of them (daily) [5]. - For silicon manganese, the inventory data includes CZCE silicon manganese warehouse receipts, effective forecasts, and the sum of them (daily), the inventory of 63 sample enterprises in China (weekly), and the average available inventory days in China [7]. Cost and Profit - The cost - related data of silicon iron includes electricity prices in Inner Mongolia, Qinghai, Ningxia, and Shaanxi, the market price of semi - coke in Shaanxi, and the production cost in Ningxia and Inner Mongolia. The profit data includes the main - contract profit and spot profit of Ningxia silicon iron and the export profit of 75 silicon iron [5]. - For silicon manganese, the profit data includes the profit in Inner Mongolia, Guangxi, the northern and southern regions, and the main - contract profit of Guangxi silicon manganese [7].