铁合金早报-20260226

1. Report Industry Investment Rating - Not provided in the given content 2. Core Viewpoints - Not provided in the given content 3. Summary by Relevant Catalogs Price - For silicon iron, prices vary by region and grade, with daily and weekly changes observed in different production areas. For example, the latest price of 72% FeSi in Ningxia is 5150, with a daily change of -30 and a weekly change of -120 [1]. - For silicon manganese, prices also show fluctuations, and different contracts have different closing prices and basis differences [6]. Supply - The production of silicon iron by 136 enterprises in China shows monthly and weekly trends from 2022 - 2026, and the capacity utilization rates in Inner Mongolia, Ningxia, and Shaanxi also vary over time [4]. - The production of silicon manganese in China shows a weekly trend from 2022 - 2026, and the procurement volume and price of Hebei Steel Group also change monthly [6]. Demand - The demand - side indicators such as the estimated production of crude steel in China, the production of stainless - steel crude steel, and the procurement volume of silicon iron by Hebei Steel Group are presented with monthly data from 2022 - 2026 [4]. - The demand for silicon manganese in China (in ten thousand tons) shows a monthly change trend from 2022 - 2026 [4][7]. Inventory - The inventory of silicon iron in 60 sample enterprises in China, Ningxia, Inner Mongolia, and Shaanxi shows a weekly trend from 2022 - 2026, and the inventory average available days in different regions also vary [5]. - The inventory - related data of silicon manganese, including the total number of warehouse receipts, effective forecasts, and the sum of them, as well as the inventory of 63 sample enterprises in China, are presented with daily and weekly data from 2022 - 2026 [7]. Cost and Profit - The cost and profit of silicon iron in Ningxia and Inner Mongolia, including production cost, profit converted to the main contract, and spot profit, are presented with data from 2022 - 2026 [5]. - The profit of silicon manganese in Inner Mongolia, Guangxi, the northern and southern regions, and the profit converted to the main contract in Guangxi and Ningxia are presented with data from 2022 - 2026 [7].