铁合金早报-20260323
Yong An Qi Huo·2026-03-23 01:11
- 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, the latest prices of different regions and grades are presented, such as the latest price of 72 silicon iron in Ningxia is 5500, with a daily change of 20 and a weekly change of -30; the price of 72 silicon iron in Inner Mongolia is 5600, with a daily change of 50 and a weekly change of 20. The prices of different contracts (主力合约, 01合约, 05合约, 09合约) are also given, along with the basis and spread data [1]. - For silicon manganese, the closing price of the main contract, basis, price differences between regions and grades are shown, like the closing price of the CZCE silicon manganese main contract, the basis in Jiangsu and Inner Mongolia, and the price difference between Guangxi and Ningxia [5]. Supply - For silicon iron, the production data of 136 silicon - iron enterprises in China (monthly and weekly), the capacity utilization rates in Inner Mongolia, Ningxia, and Shaanxi are provided, as well as the export prices at Tianjin Port [3]. - For silicon manganese, the production volume in China (weekly), the procurement prices and volumes of HeSteel Group are presented [5]. Demand - For silicon iron, the demand - related data include the output forecast of crude steel in China, the production of stainless - steel crude steel in China, the procurement volume and price of HeSteel Group, and the export volume [3]. - For silicon manganese, the demand in China (in ten thousand tons), the export volume, and the output forecast of crude steel in China are shown [3][6]. Inventory - For silicon iron, the inventory data of 60 sample enterprises in China, Ningxia, Inner Mongolia, and Shaanxi (weekly), the number of warehouse receipts, effective forecasts, and the average available days of inventory in different regions are provided [4]. - For silicon manganese, the number of warehouse receipts, effective forecasts, the sum of warehouse receipts and effective inventory, the inventory of 63 sample enterprises in China (weekly), and the average available days of inventory in China are presented [6]. Cost and Profit - For silicon iron, the electricity prices in different regions (Inner Mongolia, Qinghai, Ningxia, Shaanxi), the market price of semi - coke in Shaanxi, the production cost and profit in Ningxia and Inner Mongolia are shown [4]. - For silicon manganese, the profit data in Inner Mongolia, Guangxi, the northern and southern regions, and the profit of Guangxi silicon manganese converted to the main contract are provided [6].