铁合金早报-20260317

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. For example, the latest price of Ningxia 72 is 5500, with a daily change of -30 and a weekly change of -150 [1]. - For silicon manganese, prices also show different trends, such as the closing price of the main contract of CZCE silicon manganese having different values over time [5]. Supply - The production of silicon iron and silicon manganese has different trends over time. For example, the output of 136 silicon iron enterprises in China (weekly, with a capacity share of 95%) shows different values from 2022 - 2026 [3]. - The capacity utilization rates of silicon iron production enterprises in Inner Mongolia, Ningxia, and Shaanxi also vary over time [3]. Demand - The demand for silicon iron and silicon manganese is related to factors such as the production of steel and metal magnesium. For example, the estimated production of crude steel in China (monthly, in ten thousand tons) affects the demand for these alloys [3][6]. - The export volume of silicon iron and silicon manganese also shows different trends over time [3][6]. Inventory - The inventory of silicon iron and silicon manganese is monitored in different regions and by different sample enterprises. For example, the inventory of 60 sample enterprises of silicon iron in China (weekly) shows different values from 2022 - 2026 [4]. - The inventory of silicon manganese, including warehouse receipts, effective forecasts, and the sum of them, also has different trends [6]. Cost and Profit - The cost and profit of silicon iron and silicon manganese are affected by factors such as electricity prices, raw material prices, and market prices. For example, the electricity prices in Inner Mongolia, Qinghai, Ningxia, and Shaanxi have different trends over time, which affect the production cost of silicon iron [4]. - The profit of silicon iron and silicon manganese in different regions, such as Inner Mongolia, Ningxia, and Guangxi, also shows different trends [4][6].