铁合金早报-20260212

Report Industry Investment Rating No relevant information provided. Core Viewpoints No relevant information provided. Summary by Related Catalogs 1. Price - The latest prices of 72% FeSi in different regions are: 5270 in Ningxia, 5320 in Inner Mongolia, 5250 in Qinghai, 5250 in Shaanxi, 5750 in Jiangsu, and 5700 in Tianjin [1] - The latest prices of 75% FeSi in Shaanxi and Tianjin are 6000 and 1115 respectively [1] - The latest prices of 6517 FeMn in different regions are: 5650 in Inner Mongolia, 5570 in Ningxia, 5750 in Guangxi, 5700 in Guizhou, 5700 in Yunnan, and 5780 in Jiangsu [1] - The latest price of 6014 FeMn in Guangxi is 5050 [1] 2. Supply - The production data of ferrosilicon and ferromanganese from 2022 - 2026 are presented, including the monthly production of 136 ferrosilicon enterprises in China, weekly production of 136 ferrosilicon enterprises in China (with a 95% capacity - share), and weekly production of ferromanganese in China [4][6] - The capacity utilization rates of 136 ferrosilicon production enterprises in Inner Mongolia, Ningxia, and Shaanxi from 2022 - 2026 are shown [4] - The开工率 of 87 independent electric - arc furnace steel mills in China (with a 60.45% sample - share) from 2022 - 2026 is provided [4] 3. Demand - The demand - side data include the estimated and actual monthly production of crude steel in China, the production of stainless - steel crude steel in China, the procurement volume and price of FeSi75 - B by HeSteel Group, the procurement volume and price of 6517 FeMn by HeSteel Group, and the demand for ferromanganese in China (from the Steel Union's perspective) from 2022 - 2026 [4][6][7] - The export - related data such as the export price and quantity of ferrosilicon, and the export quantity of ferromanganese from 2022 - 2026 are also presented [4][7] 4. Inventory - The inventory data of ferrosilicon and ferromanganese from 2022 - 2026 are provided, including the weekly inventory of 60 sample ferrosilicon enterprises in China, Ningxia, Inner Mongolia, and Shaanxi, the total daily warehouse - receipt quantity of CZCE ferrosilicon, the daily effective forecast of ferrosilicon, the total daily warehouse - receipt quantity of CZCE ferromanganese, the total daily effective forecast of ferromanganese, and the inventory of 63 sample ferromanganese enterprises in China [5][7] - The average available inventory days of ferrosilicon in East China, South China, North China, and China, and the average available inventory days of ferromanganese in China from 2022 - 2026 are shown [5][7] 5. Cost and Profit - The cost - related data include the electricity prices in Inner Mongolia, Qinghai, Ningxia, and Shaanxi, the market price of small - sized semi - coke in Shaanxi, the开工率 of semi - coke in China, the production profit of semi - coke in China, the market price of 98% silica in Northwest China, the market price of 70% Fe iron oxide scale in Shijiazhuang from 2022 - 2026 [5] - The profit - related data include the production cost and the profit converted to the main contract price of ferrosilicon in Ningxia and Inner Mongolia, the spot profit of ferrosilicon in Ningxia, the export profit of 75% ferrosilicon, the profit of ferromanganese in Inner Mongolia, Guangxi, North China, and South China, the profit of Guangxi ferromanganese converted to the main contract price, and the profit of Ningxia ferromanganese converted to the contract price from 2022 - 2026 [5][7]