硅钙
Search documents
铁合金早报-20260212
Yong An Qi Huo· 2026-02-12 02:51
Report Industry Investment Rating No relevant information provided. Core Viewpoints No relevant information provided. Summary by Related Catalogs 1. Price - The latest prices of 72% FeSi in different regions are: 5270 in Ningxia, 5320 in Inner Mongolia, 5250 in Qinghai, 5250 in Shaanxi, 5750 in Jiangsu, and 5700 in Tianjin [1] - The latest prices of 75% FeSi in Shaanxi and Tianjin are 6000 and 1115 respectively [1] - The latest prices of 6517 FeMn in different regions are: 5650 in Inner Mongolia, 5570 in Ningxia, 5750 in Guangxi, 5700 in Guizhou, 5700 in Yunnan, and 5780 in Jiangsu [1] - The latest price of 6014 FeMn in Guangxi is 5050 [1] 2. Supply - The production data of ferrosilicon and ferromanganese from 2022 - 2026 are presented, including the monthly production of 136 ferrosilicon enterprises in China, weekly production of 136 ferrosilicon enterprises in China (with a 95% capacity - share), and weekly production of ferromanganese in China [4][6] - The capacity utilization rates of 136 ferrosilicon production enterprises in Inner Mongolia, Ningxia, and Shaanxi from 2022 - 2026 are shown [4] - The开工率 of 87 independent electric - arc furnace steel mills in China (with a 60.45% sample - share) from 2022 - 2026 is provided [4] 3. Demand - The demand - side data include the estimated and actual monthly production of crude steel in China, the production of stainless - steel crude steel in China, the procurement volume and price of FeSi75 - B by HeSteel Group, the procurement volume and price of 6517 FeMn by HeSteel Group, and the demand for ferromanganese in China (from the Steel Union's perspective) from 2022 - 2026 [4][6][7] - The export - related data such as the export price and quantity of ferrosilicon, and the export quantity of ferromanganese from 2022 - 2026 are also presented [4][7] 4. Inventory - The inventory data of ferrosilicon and ferromanganese from 2022 - 2026 are provided, including the weekly inventory of 60 sample ferrosilicon enterprises in China, Ningxia, Inner Mongolia, and Shaanxi, the total daily warehouse - receipt quantity of CZCE ferrosilicon, the daily effective forecast of ferrosilicon, the total daily warehouse - receipt quantity of CZCE ferromanganese, the total daily effective forecast of ferromanganese, and the inventory of 63 sample ferromanganese enterprises in China [5][7] - The average available inventory days of ferrosilicon in East China, South China, North China, and China, and the average available inventory days of ferromanganese in China from 2022 - 2026 are shown [5][7] 5. Cost and Profit - The cost - related data include the electricity prices in Inner Mongolia, Qinghai, Ningxia, and Shaanxi, the market price of small - sized semi - coke in Shaanxi, the开工率 of semi - coke in China, the production profit of semi - coke in China, the market price of 98% silica in Northwest China, the market price of 70% Fe iron oxide scale in Shijiazhuang from 2022 - 2026 [5] - The profit - related data include the production cost and the profit converted to the main contract price of ferrosilicon in Ningxia and Inner Mongolia, the spot profit of ferrosilicon in Ningxia, the export profit of 75% ferrosilicon, the profit of ferromanganese in Inner Mongolia, Guangxi, North China, and South China, the profit of Guangxi ferromanganese converted to the main contract price, and the profit of Ningxia ferromanganese converted to the contract price from 2022 - 2026 [5][7]
铁合金早报-20260209
Yong An Qi Huo· 2026-02-09 02:57
1. Report Industry Investment Rating - No relevant information provided 2. Core Viewpoints - No clear core viewpoints presented in the given content 3. Summary by Related Catalogs 3.1 Price - For silicon iron, on February 9, 2026, the latest price of Ningxia 72 was 5300 with no daily change and a weekly change of -50; Inner Mongolia 72 was 5370 with no daily change and a weekly change of 40; etc [1]. - For silicon manganese, on the same day, the latest price of Inner Mongolia 6517 was 5650 with no daily change and a weekly change of -50; Ningxia 6517 was 5610 with no daily change and a weekly change of -10; etc [1]. 3.2 Supply - There are data on the production volume of silicon iron and silicon manganese in China over the years, including monthly production of 136 silicon - iron enterprises in China, weekly production of 136 silicon - iron enterprises in China (with a capacity share of 95%), and weekly production of silicon manganese in China [4][6]. - Capacity utilization rates of 136 silicon - iron production enterprises in Inner Mongolia, Ningxia, and Shaanxi are also provided [4]. 3.3 Demand - There are data on the demand for silicon iron and silicon manganese in China over the years, such as the demand for silicon manganese in China (in ten thousand tons, according to Steel Union's caliber) [4][7]. - Data on the production of related products like crude steel, stainless - steel crude steel, and metal magnesium are also presented to reflect the demand situation [4]. 3.4 Inventory - For silicon iron, there are data on the inventory of 60 sample enterprises in China, Ningxia, Inner Mongolia, and Shaanxi on a weekly basis, as well as data on warehouse receipts, effective forecasts, and inventory average available days in different regions [5]. - For silicon manganese, there are data on warehouse receipts, effective forecasts, inventory + effective inventory, and the inventory of 63 sample enterprises in China on a weekly basis [7]. 3.5 Cost and Profit - For silicon iron, there are data on electricity prices in different regions, the market price of semi - coke, the production cost and profit of silicon iron in Ningxia and Inner Mongolia [5]. - For silicon manganese, there are data on the profit of silicon manganese in Inner Mongolia, Guangxi, the northern and southern regions, and the profit of Guangxi silicon manganese converted to the main contract [7].
铁合金早报-20260205
Yong An Qi Huo· 2026-02-05 02:10
Report Industry Investment Rating - Not provided in the given content Core Viewpoints - Not provided in the given content Summary by Directory Price - The latest prices of 72% FeSi in different regions are as follows: 5300 in Ningxia, 5350 in Inner Mongolia, 5300 in Qinghai, 5300 in Shaanxi, 5750 in Jiangsu, and 5750 in Tianjin. The latest price of 75% FeSi in Shaanxi is 6000, and in Tianjin is 1115. The latest price of 6517 FeSi in Inner Mongolia is 5650, in Ningxia is 5610, in Guangxi is 5750, in Guizhou is 5700, and in Yunnan is 5700. The latest price of 6014 FeSi in Guangxi is 5100 [1]. - The closing prices of silicon - manganese and silicon - iron futures contracts in different years from 2022 - 2026 are presented, including主力合约, 01, 05, 09 contracts, etc. [1][2][5] - The price differences between different grades and regions of silicon - iron and silicon - manganese are also provided, such as the basis, month - to - month spreads, and the spread between silicon - iron and silicon - manganese [1][2][5] Supply - The production data of 136 silicon - iron enterprises in China are shown, including monthly and weekly production, and capacity utilization rates in Inner Mongolia, Ningxia, and Shaanxi from 2022 - 2026 [3]. - The production data of silicon - manganese in China, including weekly production, and the procurement data of HeSteel Group (quantity and price) from 2022 - 2026 are presented [5] Demand - The demand - related data of silicon - iron and silicon - manganese are provided, such as the estimated and actual production of crude steel in China, the production of stainless - steel crude steel, the export volume of silicon - iron, and the demand for silicon - manganese in China from 2022 - 2026 [3][5][6] Inventory - The inventory data of silicon - iron and silicon - manganese are provided, including the inventory of 60 sample enterprises in different regions, the number of warehouse receipts, effective forecasts, and the average available days of inventory in different regions from 2022 - 2026 [4][6] Cost and Profit - The cost - related data of silicon - iron and silicon - manganese are provided, such as electricity prices in different regions, the market price of semi - coke, and the market price of manganese ore from 2022 - 2026 [4][5] - The profit - related data of silicon - iron and silicon - manganese are provided, including the production profit, the profit converted to the main contract, and the export profit from 2022 - 2026 [4][6]
铁合金早报-20260112
Yong An Qi Huo· 2026-01-12 02:46
1. Report Industry Investment Rating - Not provided in the content 2. Core Viewpoints of the Report - Not provided in the content 3. Summary by Relevant Catalogs Price - For silicon ferroalloy, on January 12, 2026, the latest price of Ningxia 72 silicon ferroalloy natural block was 5320, with a daily change of -50 and a weekly change of 50; the latest price of the main contract was 5632, with a daily change of -36 and a weekly change of 8 [2]. - For silicon manganese, on the same day, the latest price of Inner Mongolia 6517 silicon manganese alloy at the production area ex - factory price was 5700, with a daily change of -50 and a weekly change of 50; the latest price of the main contract was 5904, with a daily change of 12 and a weekly change of 30 [2]. Supply - The production volume of 136 silicon ferroalloy enterprises in China (monthly) is presented from 2022 - 2026, with the data ranging from 350,000 to 550,000 [5]. - The production volume of silicon manganese in China (weekly) from 2022 - 2026 is shown, with the data ranging from 5500 to 9000 [7]. Demand - The estimated and revised production volume of crude steel in China (monthly, in 10,000 tons) from 2022 - 2026 is provided, with the data ranging from 6500 to 10000 [5]. - The demand for silicon manganese in China (in 10,000 tons, according to Steel Union's caliber) from 2022 - 2026 is presented, with the data ranging from 12 to 26 [8]. Inventory - The inventory of 60 sample silicon ferroalloy enterprises in China (weekly) from 2022 - 2026 is shown, with the data ranging from 30,000 to 110,000 [6]. - The inventory of 63 sample silicon manganese enterprises in China (weekly, in tons) from 2022 - 2026 is presented, with the data ranging from 6500 to 9500 [8]. Cost - Profit - The electricity price for ferroalloys in different regions (daily) from 2022 - 2026 is provided, such as Inner Mongolia, Qinghai, Ningxia, and Shaanxi [6]. - The production cost and profit of silicon ferroalloy in Ningxia and Inner Mongolia from 2022 - 2026 are presented [6]. - The profit of silicon manganese in different regions (such as Inner Mongolia, Guangxi, the northern region, and the southern region) from 2022 - 2026 is shown [8].
铁合金早报-20260108
Yong An Qi Huo· 2026-01-08 02:24
1. Report Industry Investment Rating - No information provided 2. Core Viewpoint - No information provided 3. Summary by Related Catalogs Price - For silicon iron, on January 8, 2026, the latest prices of Ningxia 72 and Inner Mongolia 72 were 5370 and 5350 respectively, with daily changes of 100 and 70 and weekly changes of 70 and 30. The export price of Tianjin 72 was 1025 (USD), with a weekly change of 5 [2]. - For silicon manganese, on January 8, 2026, the latest prices of Inner Mongolia 6517, Ningxia 6517, Guangxi 6517, Guizhou 6517, and Yunnan 6517 were 5650, 5600, 5720, 5700, and 5680 respectively, with daily changes of 20, 40, 20, 20, and 0, and weekly changes of 0, 30, -30, 0, and -20 [2]. Supply - The monthly production of 136 silicon iron enterprises in China from 2022 - 2026 is presented, and the weekly production of 136 silicon iron enterprises in China (with a capacity - share of 95%) from 2022 - 2026 is also shown. The monthly capacity utilization rates of 136 silicon iron production enterprises in Inner Mongolia, Ningxia, and Shaanxi from 2022 - 2026 are provided [5]. - The weekly production of silicon manganese in China from 2022 - 2026 is presented, and the monthly procurement volume and price of silicon manganese 6517 by Hebei Iron and Steel Group from 2022 - 2026 are also shown [7]. Demand - The monthly estimated and revised production of crude steel in China from 2022 - 2026, the monthly production of stainless - steel crude steel in China from 2022 - 2026, and the monthly procurement volume of FeSi75 - B by Hebei Iron and Steel Group from 2022 - 2026 are presented. The monthly demand for silicon manganese in China from 2022 - 2026 is also shown [5][8]. Inventory - The weekly inventory of 60 silicon iron sample enterprises in China, Ningxia, Inner Mongolia, and Shaanxi from 2022 - 2026 is presented. Also, the daily warehouse receipt quantity, effective forecast, and the sum of warehouse receipts and effective forecasts of silicon iron from 2022 - 2026 are provided. The monthly average available days of silicon iron inventory in East China, South China, North China, and China from 2022 - 2026 are shown [6]. - The daily warehouse receipt quantity, effective forecast, and the sum of warehouse receipts and effective forecasts of silicon manganese from 2022 - 2026 are presented. The weekly inventory of 63 silicon manganese sample enterprises in China from 2022 - 2026 and the monthly average available days of silicon manganese inventory in China from 2022 - 2026 are also provided [8]. Cost - Profit - The electricity prices in Inner Mongolia, Qinghai, Ningxia, and Shaanxi from 2022 - 2026, the market mainstream price of small - sized blue coke in Shaanxi from 2022 - 2026, the production cost and profit of silicon iron in Ningxia and Inner Mongolia from 2022 - 2026, and the export profit of 75 - grade silicon iron from 2022 - 2026 are presented [6]. - The profits of silicon manganese in Inner Mongolia, Guangxi, the North Region, and the South Region from 2022 - 2026, the prices of chemical coke, manganese ore, and other raw materials from 2022 - 2026, and the profit of Guangxi silicon manganese converted to the main contract from 2022 - 2026 are shown [7][8].
铁合金早报-20260105
Yong An Qi Huo· 2026-01-05 02:13
Report Industry Investment Rating - Not provided in the report Core Viewpoints - Not explicitly stated in the report Summary by Relevant Catalogs Price - For silicon ferroalloy, on January 5, 2026, the latest price of Ningxia 72 silicon ferroalloy natural block was 5300, with no daily change and a weekly increase of 70; the main contract price was 5672, with a daily decrease of 78 and a weekly increase of 16. The export price of Tianjin 72 silicon ferroalloy was 1020, with no daily or weekly change. For silicon manganese, the latest ex - factory price of Inner Mongolia 6517 silicon manganese was 5650, no daily change and a weekly increase of 80, and the main contract price was 5920, with a daily decrease of 22 and a weekly increase of 88 [2] Supply - The report presents historical data on the production volume of 136 silicon ferroalloy enterprises in China (monthly and weekly), and the production volume of silicon manganese in China (weekly). It also shows the capacity utilization rates of 136 silicon ferroalloy production enterprises in Inner Mongolia, Ningxia, and Shaanxi (monthly) [4][6] Demand - The report provides historical data on the estimated production volume of crude steel in China (monthly), the production volume of stainless - steel crude steel in China (monthly), and the procurement volume and price of FeSi75 - B by Hebei Iron and Steel Group (monthly). It also shows the demand volume of silicon manganese in China (in ten thousand tons, according to Steel Union's data) [4][7] Inventory - For silicon ferroalloy, the report shows the inventory data of 60 sample enterprises in China, Ningxia, Inner Mongolia, and Shaanxi (weekly), as well as the total number of warehouse receipts of silicon ferroalloy on CZCE (daily), effective forecasts (daily), and the sum of warehouse receipts and effective forecasts (daily). For silicon manganese, it presents the total number of warehouse receipts on CZCE (daily), effective forecasts (daily), and the sum of warehouse receipts and effective inventory (daily), along with the inventory data of 63 sample enterprises in China (weekly, in tons) [5][7] Cost and Profit - For silicon ferroalloy, the report shows the electricity prices in Inner Mongolia, Qinghai, Ningxia, and Shaanxi (daily), the market mainstream price of small - sized semi - coke in Shaanxi (daily), the production cost of silicon ferroalloy in Ningxia and Inner Mongolia (yuan/ton), and the profit of silicon ferroalloy in Ningxia (spot and converted to the main contract) and the export profit of 75 - grade silicon ferroalloy (in RMB). For silicon manganese, it shows the profit of silicon manganese in Inner Mongolia, Guangxi, the northern region, and the southern region (according to Steel Union, in yuan/ton), and the profit of Guangxi silicon manganese converted to the main contract [5][7]
铁合金早报-20251230
Yong An Qi Huo· 2025-12-30 01:22
Report Information - Report Title: Ferroalloy Morning Report - Report Date: December 30, 2025 [1] Price Information Ferrosilicon - Latest prices of natural lump ferrosilicon in different regions: Ningxia 72 at 5250, Inner Mongolia 72 at 5270, Qinghai 72 at 5250, Shaanxi 72 at 5220, Shaanxi 75 at 5650 [2] - Latest prices of qualified lump ferrosilicon: Jiangsu 72 at 5700, Tianjin 72 at 5750 [2] - Export prices of ferrosilicon in Tianjin: 72 at 1020 (USD), 75 at 1070 (USD) [2] - Changes in ferrosilicon prices: Some prices have weekly changes, e.g., Ningxia 72 up 30, Inner Mongolia 72 up 20 [2] - Basis, spreads, and price differences: Such as the main - month basis at - 126, 1 - 5 month spread at - 98, etc. [2] Silicomanganese - Latest factory - ex prices in different regions: Inner Mongolia 6517 at 5590, Ningxia 6517 at 5520, Guangxi 6517 at 5700, etc. [2] - Latest trader prices: Ningxia 6517 at 5520, Jiangsu 6517 at 5750 [2] - Changes in silicomanganese prices: Some prices have weekly changes, e.g., Inner Mongolia 6517 up 40, Ningxia 6517 down 20 [2] - Basis, spreads, and price differences: Such as the main - month basis at 28, 1 - 5 month spread at - 68, etc. [2] Supply - related Information Ferrosilicon - Production volume and capacity utilization data are presented in long - term trends, including 136 - company monthly production, weekly production of 136 companies (95% capacity), and monthly capacity utilization in different regions [4] Silicomanganese - Weekly production volume data and long - term trends are shown [6] Demand - related Information Ferrosilicon - Data on export prices, import prices, and related demand - side indicators such as steel production forecasts and metal magnesium production are presented in long - term trends [3][4] Silicomanganese - Data on demand in China (in million tons) and related demand - side indicators like steel production forecasts are presented in long - term trends [4][7] Inventory - related Information Ferrosilicon - Inventory data of 60 sample enterprises in China and different regions, as well as warehouse receipt and effective forecast data, are presented in long - term trends [5] Silicomanganese - Warehouse receipt, effective forecast, and inventory data, as well as inventory average available days in China, are presented in long - term trends [7] Cost - profit - related Information Ferrosilicon - Data on electricity prices in different regions, market prices of raw materials like semi - coke, semi - coke production profit, and ferrosilicon production cost and profit in different regions are presented in long - term trends [5] Silicomanganese - Data on raw material prices such as chemical coke and manganese ore, and silicomanganese production profit in different regions are presented in long - term trends [6][7]
铁合金早报-20251222
Yong An Qi Huo· 2025-12-22 01:36
Report Industry Investment Rating - Not provided in the content Core Viewpoints - Not provided in the content Summary by Relevant Catalogs Price - For silicon ferroalloy on December 22, 2025, the latest spot price of Ningxia 72 is 5200 with a daily change of 0 and a weekly change of 100; Inner Mongolia 72 is 5250 with a daily change of 0 and a weekly change of 130; the latest price of the main contract is 5640 with a daily change of 48 and a weekly change of 170 [2]. - For silicon manganese on December 22, 2025, the latest ex - factory price of Inner Mongolia 6517 is 5540 with a daily change of 0 and a weekly change of 20; the main contract price is 5808 with a daily change of 28 and a weekly change of 78 [2]. Supply - The content shows the historical production data of 136 silicon ferroalloy enterprises in China (monthly and weekly), and the capacity utilization rate data of silicon ferroalloy production enterprises in Inner Mongolia, Ningxia, and Shaanxi (monthly) from 2021 - 2025 [5]. - It also shows the historical production data of silicon manganese in China (weekly) from 2021 - 2025 [7]. Demand - The content presents data on the estimated and actual production of crude steel in China (monthly, in ten thousand tons), the production of stainless - steel crude steel in China (monthly, in ten thousand tons), and the demand for silicon manganese in China (in ten thousand tons) from 2021 - 2025 [5][8]. - It also shows the procurement volume and price data of silicon ferroalloy (FeSi75 - B) and silicon manganese (6517) by HeSteel Group (monthly) from 2021 - 2025 [5][7]. Inventory - For silicon ferroalloy, it includes data on the inventory of 60 sample enterprises in China (weekly), CZCE silicon ferroalloy warehouse receipt quantity (daily), effective forecast (daily), and inventory average available days in different regions (monthly) from 2021 - 2025 [5]. - For silicon manganese, it includes data on CZCE silicon manganese warehouse receipt quantity (daily), effective forecast (daily), warehouse receipt + effective inventory (daily), inventory of 63 sample enterprises in China (weekly, in tons), and inventory average available days in China (monthly) from 2021 - 2025 [8]. Cost and Profit - For silicon ferroalloy, it shows data on production costs and profits in Ningxia and Inner Mongolia from 2021 - 2025 [5]. - For silicon manganese, it shows profit data in Inner Mongolia, Guangxi, the northern region, and the southern region, as well as data on Guangxi silicon manganese converted to the main contract profit and Ningxia silicon manganese converted to the contract profit from 2021 - 2025 [8].
铁合金早报-20251219
Yong An Qi Huo· 2025-12-19 00:46
Report Information - Report Title: Ferroalloy Morning Report - Date: December 19, 2025 [1] 1. Report Industry Investment Rating - No information provided 2. Core Viewpoints - No clear core viewpoints are presented in the report 3. Summary by Relevant Catalog 3.1 Price 3.1.1 Silicon Iron (SiFe) - Spot prices of SiFe vary by region and grade. For example, the latest price of Ningxia 72 SiFe natural block is 5,200 yuan, with a daily change of 80 yuan and a weekly change of 100 yuan. The latest price of Tianjin 72 SiFe export is 1,020 US dollars, with no daily or weekly change [2] - Futures prices also vary by contract. The latest price of the SiFe main contract is 5,592 yuan, with a daily change of 46 yuan and a weekly change of 174 yuan [2] 3.1.2 Silicon Manganese (SiMn) - Spot prices of SiMn also vary by region and grade. The latest price of Inner Mongolia 6517 SiMn is 5,540 yuan, with no daily change and a weekly change of 20 yuan [2] - Futures prices of SiMn also vary by contract. The latest price of the SiMn main contract is 5,780 yuan, with a daily change of 22 yuan and a weekly change of 68 yuan [2] 3.2 Supply 3.2.1 Silicon Iron - The production capacity utilization rate of 136 SiFe production enterprises in Inner Mongolia, Ningxia, and Shaanxi shows different trends over the years from 2021 - 2025 [4] - The monthly production of 136 SiFe enterprises in China from 2021 - 2025 is presented, and the weekly production of 136 SiFe enterprises (with a capacity share of 95%) in China also shows different trends [4] 3.2.2 Silicon Manganese - The weekly production of SiMn in China from 2021 - 2025 is presented, and the capacity utilization rate and production of SiMn enterprises show different trends [6] 3.3 Demand 3.3.1 Silicon Iron - The demand for SiFe is related to the production of products such as crude steel, stainless - steel crude steel, and metal magnesium. The monthly production forecasts and actual production of these products from 2021 - 2025 are presented [4] - The export volume of SiFe from China from 2021 - 2025 is also presented [4] 3.3.2 Silicon Manganese - The demand for SiMn is related to the production of crude steel. The monthly production forecasts and actual production of crude steel from 2021 - 2025 are presented [4] - The demand for SiMn in China (in ten thousand tons) from 2021 - 2025 is presented, and the export volume of SiMn from China from 2021 - 2025 is also presented [7] 3.4 Inventory 3.4.1 Silicon Iron - The weekly inventory of 60 sample SiFe enterprises in China, Ningxia, Inner Mongolia, and Shaanxi from 2021 - 2025 is presented [5] - The daily warehouse receipt quantity, effective forecast, and the sum of warehouse receipt and effective forecast of SiFe from 2021 - 2025 are also presented [5] - The average available inventory days of SiFe in East China, South China, North China, and China from 2021 - 2025 are presented [5] 3.4.2 Silicon Manganese - The daily warehouse receipt quantity, effective forecast, and the sum of warehouse receipt and effective inventory of SiMn from 2021 - 2025 are presented [7] - The weekly inventory of 63 sample SiMn enterprises in China from 2021 - 2025 is presented, and the average available inventory days of SiMn in China from 2021 - 2025 are also presented [7] 3.5 Cost and Profit 3.5.1 Silicon Iron - The electricity prices in Inner Mongolia, Qinghai, Ningxia, and Shaanxi from 2021 - 2025 are presented, which are important factors in the cost of SiFe production [5] - The market price of semi - coking coal in Shaanxi from 2021 - 2025 is presented [5] - The production cost, the profit converted to the main contract, and the spot profit of SiFe in Ningxia and Inner Mongolia from 2021 - 2025 are presented [5] 3.5.2 Silicon Manganese - The prices of raw materials such as chemical coke, manganese ore from different origins, and different grades from 2021 - 2025 are presented, which are important factors in the cost of SiMn production [6] - The profit of SiMn in Inner Mongolia, Guangxi, the northern region, and the southern region from 2021 - 2025 is presented, as well as the profit of SiMn in Guangxi and Ningxia converted to the main contract [7]
永安期货铁合金早报-20251215
Yong An Qi Huo· 2025-12-15 02:36
Report Industry Investment Rating - Not provided in the content Core Viewpoints - Not provided in the content Summary by Relevant Catalogs Price - For silicon iron, on December 15, 2025, the latest prices in different regions varied, such as 5100 in Ningxia 72, 5120 in Inner Mongolia 72, etc. The daily and weekly price changes also differed by region and variety [2]. - For silicon manganese, on the same date, the prices in various production areas also showed differences, like 5520 in Inner Mongolia 6517, 5480 in Ningxia 6517, etc., with corresponding daily and weekly changes [2]. Supply - The production data of 136 silicon iron enterprises in China, including monthly and weekly production, as well as capacity utilization rates in Inner Mongolia, Ningxia, and Shaanxi, were presented from 2021 - 2025 [5]. - The weekly production data of silicon manganese in China from 2021 - 2025 were also provided, along with the procurement prices and quantities of Hebei Iron and Steel Group [7]. Demand - The report showed the demand - related data of silicon iron and silicon manganese in China from 2021 - 2025, including the estimated production of crude steel, the production of stainless - steel crude steel, the procurement volume of Hebei Iron and Steel Group, and export quantities [5][7][8]. Inventory - The inventory data of silicon iron, including 60 sample enterprises' inventory in different regions (China, Ningxia, Inner Mongolia, Shaanxi), CZCE's silicon iron warehouse receipt quantity, effective forecast, etc., were shown from 2021 - 2025 [6]. - For silicon manganese, the inventory - related data such as CZCE's warehouse receipt quantity, effective forecast, inventory of 63 sample enterprises in China, and inventory average available days in China were presented from 2021 - 2025 [8]. Cost and Profit - The cost - profit data of silicon iron, including electricity prices in different regions (Inner Mongolia, Qinghai, Ningxia, Shaanxi), prices of raw materials like semi - coke, and production costs and profits in Ningxia and Inner Mongolia, were provided from 2021 - 2025 [6]. - For silicon manganese, the cost - profit data such as profits in different regions (Inner Mongolia, Guangxi) and the profit of Guangxi silicon manganese converted to the main contract were shown from 2021 - 2025 [8].