铁合金早报-20260320

Report Industry Investment Rating - Not provided in the content Core Viewpoints - Not provided in the content Summary by Directory Price - The latest prices of 72% FeSi in different regions vary, with prices in Ningxia at 5480, Inner Mongolia at 5550, Qinghai at 5500, and Shaanxi at 5460. The prices of 75% FeSi in Shaanxi is 6050. The prices of 6517 FeSi in Inner Mongolia, Ningxia, Guangxi, Guizhou, and Yunnan are 5920, 5860, 6050, 6000, and 6000 respectively. The prices of 6014 FeSi in Guangxi is 5500 [1]. - The latest prices of silicon manganese in different regions and contracts are also presented, including the closing price of the main contract, basis, and spreads between different contracts [1][5]. Supply - The production data of 136 silicon - iron enterprises in China, including monthly production, weekly production, and capacity utilization in Inner Mongolia, Ningxia, and Shaanxi, are provided. The production data of silicon manganese in China, including weekly production, are also presented [3][5]. Demand - The demand - related data include the estimated and actual production of crude steel in China, the production of stainless - steel crude steel in China, the purchase volume and price of FeSi75 - B by HeSteel Group, and the demand for silicon manganese in China [3][5][6]. Inventory - The inventory data of silicon - iron include the inventory of 60 sample enterprises in China, Ningxia, Inner Mongolia, and Shaanxi, as well as the warehouse receipt quantity, effective forecast, and the sum of warehouse receipt and effective forecast. The inventory data of silicon manganese include the warehouse receipt quantity, effective forecast, and the sum of warehouse receipt and effective inventory, as well as the inventory of 63 sample enterprises in China [4][6]. Cost and Profit - The cost - related data include the electricity price in different regions, the market price of semi - coke, the market price of silica, and the market price of iron oxide scale. The profit - related data include the production cost, profit from converting to the main contract, and spot profit of silicon - iron in Ningxia and Inner Mongolia, as well as the profit of silicon manganese in Inner Mongolia, Guangxi, the northern and southern regions [4][6].