20250707-永安期货-铁合金早报_5页_901kb

Iron Alloy Market Report Summary

Date

2025/7/7

Overview

• This report provides a detailed analysis of key iron alloy markets, focusing on silico iron (FeSi) and silico manganese (SiMn).
• Data includes current prices, daily and weekly changes, supply-demand indicators, inventory levels, cost-profit margins, and regional insights.

Silico Iron (FeSi) Summary

• Key Prices:
  • 宁夏#72: 5150 RMB/ton (no daily change, +20 RMB weekly).
  • 内蒙#72: 5130 R1 RMB/ton (+30 RMB daily, -20 RMB weekly).
  • 广西#6517: 5570 RMB/ton (+20 RMB daily, +70 RMB weekly).
• Changes: Daily changes are mostly flat or positive, while weekly changes show mixed trends, with some regions seeing increases (+70 weekly for some grades).
• Export Prices: 天津#72 at 1020 USD/ton, other regions vary.
• Profits: Vary by region; e.g.,宁夏 show negative/near-zero profit margins under certain conditions.

Silico Manganese (SiMn) Summary

• Key Prices:
  • 内蒙古#6517: 5550 RMB/ton (no daily change).
  • 陕西#6517: 5520 RMB/ton (+20 RMB daily).
• Changes: Minimal daily changes, but weekly changes indicate variability across regions.
• Regional Insights: Prices and profit margins differ significantly, with higher costs noted in some areas.

Supply and Demand

• Production: High capacity utilization in China; for example, crude steel production is closely monitored, influenced by five-month and nine-month demand differences.
• Demand: Linked to steel output and metal magnesium demand; exports play a key role, with limited capacity adjustments observed.
• Inventory: Inventory levels are elevated in some regions, such as China, with average inventory duration varying.

Cost and Profit Analysis

• Costs: Electricity prices vary by region;high costs in certain areas like内蒙古 affect overall profitability.
• Profits: Generally low or negative in detailed cases, especially with rising electricity expenses.

Key Trends

• Overall market shows mixed trends, with flat or minor increases in prices facing competitiveness and environmental constraints.
• Trade dynamics and global factors, such as export-import differences, influence regional markets.

Data source: Mysleel and Yuean Research Center; analysis includes structured assessment, but readers should use only as reference for their decisions.