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硅铁:产区结算电价下调 盘面下行
Jin Tou Wang· 2025-05-07 02:10
Core Viewpoint - The recent decline in silicon iron futures is primarily attributed to the reduction in electricity prices in Ningxia for April, while supply pressures have eased slightly due to increased daily production and a decrease in factory inventory [5] Supply - The operating rate of 136 independent silicon iron enterprises is reported at 30.75%, a decrease of 0.17% from the previous period, with an average daily output of 14,150 tons, which is an increase of 10 tons [3] Demand - Weekly demand for silicon iron from five major steel types is stable at 20,560.4 tons, while total production of five major materials has increased by 78,500 tons to 8,836,900 tons. Total inventory has decreased by 871,700 tons to 14,471,000 tons, with social inventory down by 597,400 tons and factory inventory down by 274,300 tons [4] - The price of metallic magnesium remains stable, with downstream purchasing driven by basic needs, and limited acceptance of high prices in the market. Mainstream transaction prices for 99.90% magnesium ingots are around 16,300-16,500 yuan/ton [4] Cost and Profit - The overall market for Lantan remains stable, with production costs in Inner Mongolia at 5,681 yuan/ton, Qinghai at 5,792 yuan/ton, and Ningxia at 5,460 yuan/ton. Profit margins are negative in Inner Mongolia at -231 yuan/ton and slightly positive in Ningxia at -10 yuan/ton [2] Market Outlook - The short-term outlook for silicon iron prices is expected to be weak due to the impact of electricity costs, although supply-demand tensions have eased. The market will need to monitor future changes in electricity prices, especially since Ningxia will no longer be part of the electricity spot market settlement in May [5]