Iron Alloy Online, July 10, 2025: Firstly, the rebound of coking coal has driven the rise of the black series. Secondly, market rumors say that Qinghai and Ningxia will suspend production for 8 days starting from July 15th, and implement staggered power rationing from 5 p.m. to 12 a.m. for 7 hours starting from the resumption of power supply on the evening of July 22nd, as well as cancel the electricity price discounts for high energy-consuming industries. The overall market sentiment has rebounded. Thirdly, small and medium-sized ferrosilicon factories have no inventory pressure. Today, the position increased by 20,000 hands in the morning, and the ferrosilicon futures market rose. Factory quotations have slightly increased. The cash natural block ex-factory price of 72# is 5,150-5,250 yuan/ton, up by 50 yuan/ton. The 75# remains stable at 5,550-5,650 yuan/ton.

According to the website's research and inquiries with factories in Qinghai and Ningxia, the factories have not received any notice of furnace shutdown or power rationing, and the current power supply is not affected. Currently, electricity prices are mainly determined through spot trading. Qinghai does not offer electricity price discounts, while enterprises in Ningxia were removed from the list of high energy-consuming industries in 2024. However, starting from April 1st this year, Ningxia will incorporate the surplus funds from the external power transmission electricity price into the system operation fee, reducing the electricity price for all industrial and commercial users in the region by 0.011 yuan per kilowatt-hour for a period of six months.