First, the steel spot and *** summary
On December 22, the domestic steel market was the main oneThe ex-factory price of Tangshan Qian'anpu billet rose 20 to 3680 yuan including tax。In terms of transactions, the morning snail strengthened, the steel spot market transaction was acceptable, and the low-level transaction increasedIn the late afternoon, the snail rally slowed down, and the shipment of high-level resources was poor.
On December 22, the main force of the snail **, the price was 4004, up 126%, DIF is close to DEA upwards, and the RSI three-line indicator is located at 58-67, which is running between the middle and upper bands of the Bollinger Bands.
On December 22, 7 steel mills raised the ex-factory price of construction steel by 20-50 yuan.
Second, the variety of steel daily
Rebar:On December 22, the average price of 20mm** seismic rebar in 31 major cities across the country was 4,071 yuan ton, 16 yuan ton compared with the previous trading day. This week, ** continued to rise, while the demand side weakened due to weather and other reasons, and the contradiction between supply and demand has intensified, but stimulated by macro good news, driven by emotion *** In the short term, with the intensification of the contradiction between supply and demand fundamentals, and the digestion of superimposed good news, the spot market will return to the fundamentals of supply and demandIt is expected that next week, domestic construction steel will be mainly run.
Hot rolled coil:On December 22, 4 major cities across the country 4The average price of 75mm hot-rolled coil was 4104 yuan ton, compared with 24 yuan ton on the previous trading day. The raw material side continues to run strongly, and the finished material has support and has been running strongly at a high level. From the end of the world, the output of steel mills is in, and the inventory is showing a trend of destocking, and the destocking is faster. On the demand side, the downstream terminal still maintains a cautious attitude and just needs to purchase. ** High, most terminals will not choose to purchase,It is expected that in the short term, the national hot-rolled coil** or will maintain a high level of operation.
Cold rolled coils:On December 22, 24 major cities across the country 1The average price of 0mm cold coil was 4772 yuan ton, 7 yuan ton compared with the previous trading day. Recently, the black **continued**, which enlivened the market trading atmosphere, coupled with the purchasing sentiment of the terminal "buy up but not buy down", the overall transaction in the day was acceptable. In terms of mentality, most of the best traders believe that the current seasonal demand is in the off-season, and it is difficult for demand to increase significantly, and they are still cautious about the market outlookIt is expected that the national cold-rolled coil spot ** will be slightly adjusted next week.
Plate:On December 22, the average price of 20mm plain board in 24 major cities across the country was 4,106 yuan ton, 17 yuan ton compared with the previous trading day. Towards the end of the year, there are more maintenance plans for steel enterprises, superimposed raw materials are at a high level, the cost side profits are compressed, and the production enthusiasm of steel mills is declining. On the whole, the pull of the futures market has some support for market sentiment, and the macro positive expectations are still thereIt is expected that the national plate will be strong next week.
3. Raw fuel per day
Iron ore:On December 22, the mainstream varieties of imported iron ore in Shandong port were running strongly, with a total of 10-15. **Business** enthusiasm is acceptable, mostly with the market, up to now the spot transaction is acceptable;The market sentiment in the far month is acceptable, and there are a small number of transactions in PB powder at the end of JanuaryIn terms of buying, steel mills in the region replenish the warehouse on demand, mostly hold a wait-and-see state, and there are fewer inquiries. At present, the mainstream of PB powder is 1030-1035;The main stream of card powder is 1110-1115;The mainstream of Mack powder is 1015-1020;PB block mainstream at 1190. (Unit: Yuan wet ton).
Scrap:On December 22, the scrap steel market was stable and strong, with an overall increase of 10-30 yuan tons. At present, the cost of raw materials is high, the profits of steel mills are backlogged downward, and the price difference of iron scrap supports scrap steel, but near the end of the year, the maintenance of electric furnace plants is coming, and the demand for finished products is falling seasonally, and the daily consumption of blast furnaces still has room to declineIt is expected that in the short term, the national scrap steel ** will be stable and strong.
Coke:On December 22, the coke market temporarily operated steadily, the four rounds of coke price increases were basically shelved, with the rise and fall of some coking coal, the profitability of coke enterprises was restored, some coke enterprises increased production slightly, coke production increased slightly, and coke inventories of coke enterprises remained low;On the demand side, the losses of steel mills have intensified, the output of hot metal may continue to decline, and the finished steel market as a whole has been in the seasonal off-season, and the market demand is close to a low pointIt is expected that the domestic metallurgical coke market will operate steadily for the time being
Fourth, the steel market
According to MySteel research, the blast furnace ironmaking capacity utilization rate of 247 steel mills this week was 8475%, minus 008%；The average capacity utilization rate of 87 independent electric arc furnace steel mills was 6701%, a decrease of 014 percentage points.
According to mysteel research, on December 21, the steel transaction volume of 237 ** commercial construction companies was 13710,000 tons, an increase of 203%。In the second half of the week, steel prices rose to stimulate the phased improvement of transactions, but it may be difficult for steel demand to continue to improve under the off-season pattern. Driven by the rising cost, short-term steel prices may be on the strong side, and it is still necessary to beware of the adjustment risks that may be caused by speculation in some varieties.