铁合金早报-20260331

Report Industry Investment Rating - No relevant information provided Core Viewpoints - No clear core viewpoints presented in the given content Summary by Directory Price - For silicon iron, the latest prices of 72% FeSi in different regions vary, with daily and weekly changes. For example, in Ningxia, the price is 5650 with a daily change of 50 and a weekly change of 100. The prices of 75% FeSi in Shaanxi and other grades in different regions also have corresponding price and change data [1]. - For silicon manganese, the closing price of the main contract, basis, and price differences between regions and grades are presented, such as the CZCE silicon manganese main - contract closing price, and the basis in Jiangsu and Inner Mongolia [4]. Supply - For silicon iron, the production data of 136 silicon - iron enterprises in China, including monthly production and weekly production with a 95% capacity - share, are provided. The capacity utilization rates of silicon - iron production enterprises in Inner Mongolia, Ningxia, and Shaanxi are also shown [2]. - For silicon manganese, the weekly production in China, the procurement price and quantity of HeSteel Group, and the prices of related raw materials like manganese ore are presented [4]. Demand - For silicon iron, the demand - related data include the estimated production of crude steel in China, the production of stainless - steel crude steel, the procurement volume of HeSteel Group, and the export quantity [2]. - For silicon manganese, the demand in China (in ten thousand tons), the export quantity, and the estimated production of crude steel are provided [5]. Inventory - For silicon iron, the inventory data of 60 sample enterprises in China and different regions (Ningxia, Inner Mongolia, Shaanxi), the CZCE silicon - iron warehouse - receipt quantity, effective forecast, and inventory average available days in different regions are presented [3]. - For silicon manganese, the CZCE silicon - manganese warehouse - receipt quantity, effective forecast, inventory + effective inventory, and the inventory of 63 sample enterprises in China are provided [5]. 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, and the production cost, profit of silicon iron in Ningxia and Inner Mongolia are presented [3]. - 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 [5].