Philippine shipping is blocked,stainless steel prices rise
Philippine shipping blocked nickel rises, electricity curtailment affects stainless steel production capacity release
Raw material of stainless steel report:
1. Nickel: On August 13, the latest nickel price in London was 19643.5 US dollars, down 34.5 US dollars, or 0.18%. The latest consecutive nickel price in Shanghai was 146,720 yuan, up 2040 yuan, or 1.42%. Shanghai FeCr55C1000 (50 base) is 10125 yuan/ton, Shanghai FeMo60 is 165000 yuan/ton.
2. Continuous stainless steel: the latest price is 18,400 yuan, down 135 yuan, or 0.73%. The open interest was 42888 hands, and the trading volume was 60416 hands.
3. The price of waste stainless steel in Dainan
201 Ni≈1-1.5%5650-5850, 304 Ni≥8%; first grade material 12500-12700, 304 Ni≈7.6-8%; reheating material 11900-12000;
316 reheating material 16900-17100, Ni≥10%; first grade material 17300-17400, 316L Ni≥10%Mo≈2% 17500-17700;
310S Ni=18-19% 22700-21900, 430 Cr≈16%-18%; Mn≈1%-2% 4650-4800, 431 furnace charge 3200-3300.
The reference price of Wuxi stainless steel coil
Raw material of stainless steel report:
1. Nickel: On August 13, the latest nickel price in London was 19643.5 US dollars, down 34.5 US dollars, or 0.18%. The latest consecutive nickel price in Shanghai was 146,720 yuan, up 2040 yuan, or 1.42%. Shanghai FeCr55C1000 (50 base) is 10125 yuan/ton, Shanghai FeMo60 is 165000 yuan/ton.
2. Continuous stainless steel: the latest price is 18,400 yuan, down 135 yuan, or 0.73%. The open interest was 42888 hands, and the trading volume was 60416 hands.
3. The price of waste stainless steel in Dainan
201 Ni≈1-1.5%5650-5850, 304 Ni≥8%; first grade material 12500-12700, 304 Ni≈7.6-8%; reheating material 11900-12000;
316 reheating material 16900-17100, Ni≥10%; first grade material 17300-17400, 316L Ni≥10%Mo≈2% 17500-17700;
310S Ni=18-19% 22700-21900, 430 Cr≈16%-18%; Mn≈1%-2% 4650-4800, 431 furnace charge 3200-3300.
The reference price of Wuxi stainless steel coil
1. TISCO Hot Rolling Guide Price:
300 hot-rolled series: 19800 yuan/ton for 304/NO.1; 22200 yuan/ton for 321/NO.1; 27700 yuan/ton for 316L/NO.1.
Medium plate (trimming, thickness: 14-20mm, width: 1500mm) 304 material-21300 yuan/ton; 304L material 21,300 yuan/ton, 321 material 24700 yuan/ton, 316L material 29900 yuan/ton.
2. Dongte hot rolling guide price increased by 300: S30403 material 4-12mm 18800 yuan/ton, 14mm material 19,000 yuan/ton, 16mm material 19500 yuan/ton; S31603 material 4-12mm material 27100 yuan/ton, 14mm 27500 yuan/ton RMB/ton, 28,000 RMB/ton for 16mm; 309S hot-rolled white-skin coil at RMB 26,500/ton, 310S hot-rolled white-skin coil at RMB 37,800/ton, and 2205 hot-rolled white-skin coil at RMB 27,500/ton.
3. Qingshan hot-rolled: 304 material is 18,800 yuan/ton; 316L hot-rolled is 26,000 yuan/ton
4. Zhangpu guidance price: 304 material 20,300 yuan/ton; 321 hot-rolled 22,100 yuan/ton; 316L hot-rolled 27,800 yuan/ton.
The reference price of stainless steel tube and rod
1. [Qingshan Round Steel ￠65-130] 302 material is 15700 yuan/ton; TP304 material is 17000 yuan/ton; 316L material is 25020 yuan/ton; 321 material is 18200 yuan/ton; F321 material is 19400 yuan/ton.
2. [Delong round steel ￠65-130] 304 material is 16,900 yuan/ton, 316L material is 25,000 yuan/ton.
3. [Fukai Bar ￠65-130] 30 tons minimum order: S22053 material 24300 yuan/ton, TP316L material ￠150-250 24500 yuan/ton, TP304 material ￠150-250 17400 yuan/ton, 904L material 59,500 yuan/ton for ￠65-130, 32,000 yuan/ton for TP317L material ￠65-130, 30000 yuan/ton for S32750 material ￠65-130, 36,000 yuan/ton for 2520 material ￠65-130.
4. [Yongxing Bar ￠65-130] 304 material 20200 yuan/ton; TP321 material 23100 yuan/ton; 316 material 29500 yuan/ton; 316L material 32500 yuan/ton; S22053 material 28500 yuan/ton.
5. [Beite heat exchange tube] 25*2*6000 cold drawn specifications-30408 material 29.2 yuan/kg; S31603 material 39 yuan/kg;
6. [Beite welded pipe] 219-813*4-6 pickling specifications-30408 material 25.7 yuan/kg; S31603 material 36.2 yuan/kg; 32168 material 30.1 yuan/KG
Stainless steel inventory statistics
On August 12, the stainless steel market stocks in Wuxi and Foshan totaled 597,600 tons, an increase of 1,300 tons or 0.22% from last week.
1. The Wuxi market this week was 417,300 tons and last week was 420,300 tons, a decrease of 0.71%;
2. The Foshan market was 180,300 tons this week and 176,600 tons last week, an increase of 2.47%;
3. The 200 series was 149,200 tons this week and 162,300 tons last week, a decrease of 8.03%;
4. The 300 series was 371,400 tons this week and 361,100 tons last week, an increase of 2.83%;
5. The 400 series has 77 thousand tons this week and 72,900 tons last week, an increase of 5.72%;
Market analysis of Stainless steel
There are market rumors that tariff policies will be adjusted again this month, and rumors that cold- and hot-rolled pipes, plates and other steel products may be levied on export tariffs of 10%-20%. This news has caused widespread concern in the market. At present, the price difference between China's hot coil and the Asian average is roughly the same, and the export advantage is relatively small, and the levy of tariffs will comprehensively hinder export transactions. Taking into account the impact of tariffs on overseas purchase intentions, the current steel mills are aiming to complete previous orders, suspend receiving new orders, and market quotations are low.
The Philippines was affected by the typhoon and the epidemic, and shipping was blocked. The downstream profitable mines sought to redistribute profits. Traders were reluctant to sell, and the price center steadily rose.
The base price of domestic nickel ore trade in Indonesia continued to rise in August, up 4% month-on-month. The domestic high-nickel iron remained at 1390 yuan/nickel, and the ferrochrome remained at 10400-10500 yuan/ton. The cost remained at a relatively high level. Electricity curtailment affected the release of stainless steel production capacity. , The epidemic has affected the shipment of stainless steel in some areas. The inventory is still not tired this week, the demand performance is acceptable, and the basis remains at a high level. Pay attention to the long opportunities after the suppression.
News and data
1. China Southern Power Grid released a daily report on the situation of peak avoidance in Guangxi Chongzuo network area: On August 10, China Southern Power Grid released a daily report on the situation of peak avoidance in Chongzuo network area in Guangxi. The peak power is 9,474,600 kilowatt-hours. In addition, the Debao area also received a maintenance notice for the unit, which is expected to be shut down for 5 days. It is understood that the current power curtailment in Guangxi is still severe, and the occasional power supply of the high-carbon ferrochrome smelter is basically shut down.
2. The 300 series production schedule of a large stainless steel plant in South China has not been adjusted
Recently, market rumors "a large-scale stainless steel mill in South China plans to reduce the output of 300 series stainless steel and increase the output of 400 series stainless steel". According to Mysteel's research, the steel plant did not have such a plan. The 300 series stainless steel still maintains the original production schedule, and the 400 series does not have a production increase plan.
3. A cold-rolled steel plant in Shandong affected by the incoming materials, the output of the 200 series was 30,000 tons
Recently, a cold-rolled stainless steel mill in Shandong has been affected by the delay of incoming materials and its production is limited. The impact is mainly on the output of 200-series cold-rolled stainless steel. It is expected that the impact will last for 10-15 days and affect the output of about 30,000 tons.
300 hot-rolled series: 19800 yuan/ton for 304/NO.1; 22200 yuan/ton for 321/NO.1; 27700 yuan/ton for 316L/NO.1.
Medium plate (trimming, thickness: 14-20mm, width: 1500mm) 304 material-21300 yuan/ton; 304L material 21,300 yuan/ton, 321 material 24700 yuan/ton, 316L material 29900 yuan/ton.
2. Dongte hot rolling guide price increased by 300: S30403 material 4-12mm 18800 yuan/ton, 14mm material 19,000 yuan/ton, 16mm material 19500 yuan/ton; S31603 material 4-12mm material 27100 yuan/ton, 14mm 27500 yuan/ton RMB/ton, 28,000 RMB/ton for 16mm; 309S hot-rolled white-skin coil at RMB 26,500/ton, 310S hot-rolled white-skin coil at RMB 37,800/ton, and 2205 hot-rolled white-skin coil at RMB 27,500/ton.
3. Qingshan hot-rolled: 304 material is 18,800 yuan/ton; 316L hot-rolled is 26,000 yuan/ton
4. Zhangpu guidance price: 304 material 20,300 yuan/ton; 321 hot-rolled 22,100 yuan/ton; 316L hot-rolled 27,800 yuan/ton.
The reference price of stainless steel tube and rod
1. [Qingshan Round Steel ￠65-130] 302 material is 15700 yuan/ton; TP304 material is 17000 yuan/ton; 316L material is 25020 yuan/ton; 321 material is 18200 yuan/ton; F321 material is 19400 yuan/ton.
2. [Delong round steel ￠65-130] 304 material is 16,900 yuan/ton, 316L material is 25,000 yuan/ton.
3. [Fukai Bar ￠65-130] 30 tons minimum order: S22053 material 24300 yuan/ton, TP316L material ￠150-250 24500 yuan/ton, TP304 material ￠150-250 17400 yuan/ton, 904L material 59,500 yuan/ton for ￠65-130, 32,000 yuan/ton for TP317L material ￠65-130, 30000 yuan/ton for S32750 material ￠65-130, 36,000 yuan/ton for 2520 material ￠65-130.
4. [Yongxing Bar ￠65-130] 304 material 20200 yuan/ton; TP321 material 23100 yuan/ton; 316 material 29500 yuan/ton; 316L material 32500 yuan/ton; S22053 material 28500 yuan/ton.
5. [Beite heat exchange tube] 25*2*6000 cold drawn specifications-30408 material 29.2 yuan/kg; S31603 material 39 yuan/kg;
6. [Beite welded pipe] 219-813*4-6 pickling specifications-30408 material 25.7 yuan/kg; S31603 material 36.2 yuan/kg; 32168 material 30.1 yuan/KG
Stainless steel inventory statistics
On August 12, the stainless steel market stocks in Wuxi and Foshan totaled 597,600 tons, an increase of 1,300 tons or 0.22% from last week.
1. The Wuxi market this week was 417,300 tons and last week was 420,300 tons, a decrease of 0.71%;
2. The Foshan market was 180,300 tons this week and 176,600 tons last week, an increase of 2.47%;
3. The 200 series was 149,200 tons this week and 162,300 tons last week, a decrease of 8.03%;
4. The 300 series was 371,400 tons this week and 361,100 tons last week, an increase of 2.83%;
5. The 400 series has 77 thousand tons this week and 72,900 tons last week, an increase of 5.72%;
Market analysis of Stainless steel
There are market rumors that tariff policies will be adjusted again this month, and rumors that cold- and hot-rolled pipes, plates and other steel products may be levied on export tariffs of 10%-20%. This news has caused widespread concern in the market. At present, the price difference between China's hot coil and the Asian average is roughly the same, and the export advantage is relatively small, and the levy of tariffs will comprehensively hinder export transactions. Taking into account the impact of tariffs on overseas purchase intentions, the current steel mills are aiming to complete previous orders, suspend receiving new orders, and market quotations are low.
The Philippines was affected by the typhoon and the epidemic, and shipping was blocked. The downstream profitable mines sought to redistribute profits. Traders were reluctant to sell, and the price center steadily rose.
The base price of domestic nickel ore trade in Indonesia continued to rise in August, up 4% month-on-month. The domestic high-nickel iron remained at 1390 yuan/nickel, and the ferrochrome remained at 10400-10500 yuan/ton. The cost remained at a relatively high level. Electricity curtailment affected the release of stainless steel production capacity. , The epidemic has affected the shipment of stainless steel in some areas. The inventory is still not tired this week, the demand performance is acceptable, and the basis remains at a high level. Pay attention to the long opportunities after the suppression.
News and data
1. China Southern Power Grid released a daily report on the situation of peak avoidance in Guangxi Chongzuo network area: On August 10, China Southern Power Grid released a daily report on the situation of peak avoidance in Chongzuo network area in Guangxi. The peak power is 9,474,600 kilowatt-hours. In addition, the Debao area also received a maintenance notice for the unit, which is expected to be shut down for 5 days. It is understood that the current power curtailment in Guangxi is still severe, and the occasional power supply of the high-carbon ferrochrome smelter is basically shut down.
2. The 300 series production schedule of a large stainless steel plant in South China has not been adjusted
Recently, market rumors "a large-scale stainless steel mill in South China plans to reduce the output of 300 series stainless steel and increase the output of 400 series stainless steel". According to Mysteel's research, the steel plant did not have such a plan. The 300 series stainless steel still maintains the original production schedule, and the 400 series does not have a production increase plan.
3. A cold-rolled steel plant in Shandong affected by the incoming materials, the output of the 200 series was 30,000 tons
Recently, a cold-rolled stainless steel mill in Shandong has been affected by the delay of incoming materials and its production is limited. The impact is mainly on the output of 200-series cold-rolled stainless steel. It is expected that the impact will last for 10-15 days and affect the output of about 30,000 tons.
