铁合金早报-20260327

1. Report Industry Investment Rating - No relevant information provided 2. Core Viewpoints - No clear core viewpoints are presented in the provided content 3. Summary by Directory Price - For silicon iron, the latest prices and their daily and weekly changes are provided for different regions and grades. For example, the latest price of Ningxia 72 silicon iron is 5620, with a daily change of 20 and a weekly change of 140. The prices of different contracts and spreads are also given, such as the主力合约 price of 5982, with a daily change of -106 and a weekly change of 158 [1]. - For silicon manganese, the closing price of the main contract, basis, spreads between different months, and prices of raw materials like chemical coke and manganese ore are presented, along with their historical trends from 2022 - 2026 [5]. Supply - For silicon iron, the production data of 136 silicon iron enterprises in China (monthly and weekly), capacity utilization rates in Inner Mongolia, Ningxia, and Shaanxi, and export prices at Tianjin Port are provided [3]. - For silicon manganese, the production volume in China (weekly), procurement prices and quantities by Hebei Iron and Steel Group, and the opening rates of silicon manganese enterprises in China are presented [5]. Demand - For silicon iron, factors related to demand include the production of crude steel, metal magnesium, and stainless - steel in China, as well as the procurement volume and price of FeSi75 - B by Hebei Iron and Steel Group [3]. - For silicon manganese, the demand in China (in ten thousand tons, according to Steel Union's caliber), and the export quantity in China are provided [6]. Inventory - For silicon iron, the inventory data of 60 sample enterprises in China, Ningxia, Inner Mongolia, and Shaanxi (weekly), as well as the warehouse receipt quantity, effective forecast, and inventory average available days in different regions are presented [4]. - For silicon manganese, the warehouse receipt quantity, effective forecast, inventory + effective inventory, and the inventory of 63 sample enterprises in China (weekly) are provided, along with the inventory average available days in China [6]. Cost and Profit - For silicon iron, the electricity prices in different regions, the market price of semi - coke, and the production cost and profit in Ningxia and Inner Mongolia are presented [4]. - For silicon manganese, the profit in Inner Mongolia, Guangxi, the northern and southern regions, and the profit of Guangxi silicon manganese converted to the main contract are provided [6].