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On February 6, the press office held a press conference, and Sheng Qiuping, vice minister of the Ministry of Commerce, said that this year, the Ministry of Commerce will adhere to the "three important" positioning of commercial work, take the "consumption promotion year" as the main line, continue to organize a series of consumption promotion activities, and introduce targeted policies and measures to stimulate potential consumption. On the one hand, it is necessary to stabilize and expand traditional consumption, deepen the transformation of automobile consumption from purchase management to use management, and promote the high-quality development of the automotive aftermarketBoost bulk consumption such as new energy vehicles and home appliances；On the other hand, we will cultivate and expand new types of consumption, and vigorously develop digital consumption, green consumption, and healthy consumptionActively cultivate new consumption growth points such as smart homes and domestic trendy products.
According to the results of the new "C50 Wind Direction Index" of the Financial Associated Press, the median value of new RMB loans by market institutions in January was 46 trillion yuan, 49 trillion yuan; In addition, the median value of new social finance in January was 57 trillion yuan,or a year-on-year increase。In terms of prices, the median value of the CPI for January was -06%，The year-on-year growth rate has declined；The median value for the January PPI was -25%，The year-on-year decline narrowed.
According to mysteel's incomplete statistics, on February 6,Hunan, Anhui and other places issued blizzard warning signals；Hubei issued an orange warning signal for low temperature, rain, snow and freezing; Shaanxi, Shanxi, and Henan issued road icing warning signals. Among them, most areas of Hubei Province have serious snow and icy roads, and most of the road sections in Hubei Province have resumed traffic on the 6th after all-out rush to pass. From the 6th to the 8th, there was still heavy snow and freezing rain in the southern part of Hubei, and the situation was still tense. On February 6, the central bank carried out a 14-day reverse repurchase operation of 339 billion yuan, and the winning interest rate was 195%, the same as before. Because there was a reverse repurchase of 563 billion yuan due on the same day,The net return was 224 billion yuan.
Shanghai Interbank Offered Rate on February 6: Overnight SHIBOR reported 17270%，*4.70 basis points. 7-day shibor reported 19660%，*2.00 basis points. 3-month SHIBOR reported 23450%, down 050 basis points. On February 6, according to the China Federation of Logistics and Purchasing,The global manufacturing PMI in January 2024 was 493%, up 1. from the previous month3 percentage points, getting rid of the 9-month running trend of less than 49%, hitting a new high since March 2023. In terms of sub-regions, Asia's manufacturing PMI rose to more than 50% again; Although the manufacturing PMI in Europe and the Americas is still below 50%, it has increased to varying degrees from the previous month; Africa's manufacturing PMI fell slightly from the previous month.
On February 6, Mysteel counted the total inventory of imported iron ore in China's 45 ports to 13,130790,000 tonsThis is an increase of 1.87 million tonnes from last Monday, 47 ports with a total inventory of 13,700790,000 tonsAn increase of 2.22 million tons month-on-month. From January 29 to February 4, the total iron ore inventory in the seven major ports of Australia and Brazil was 119320,000 tonsMonth-on-month, it decreased by 71%, the absolute level of inventories is at a moderately low level since the fourth quarter. According to the survey data of Mysteel construction enterprises, the actual steel procurement volume in January 2024 was 5.75 million tons, a decrease of 231%；The planned steel procurement volume in February was 4.04 million tons, which is estimated according to the actual purchase volume decline in January and the planned purchase volume of merchantsThe month-on-month decline is expected to be around 30%.
As of February 6,The cost of molten iron in steel mills in Jiangsu is 2878 yuan tons (excluding tax)., Zhangjiagang heavy scrap **2640 yuan ton (excluding tax), molten iron is 185 yuan ton higher than scrap ** (note: taking into account the loss caused by scrap steel into the furnace and other problems, this data is only the theoretical value of the immediate cost of the day). On February 6, the total scrap inventory of 300 parents and short-process representative steel mills across the country was 718250,000 tons, down 1 from yesterday510,000 tons, down 021%；Inventory turnover days 119 days, an increase of 01 day; The total daily consumption is 42370,000 tons, down 0 from yesterday91%；The total number of daily arrivals is 40860,000 tons, down 2 from yesterday45%。
According to incomplete statistics from Mysteel, as of February 6, 2024, Jiangsu, Shandong, Henan, Hebei, Shanxi, Tianjin, Fujian, Sichuan and other places have released a list of construction projects in 2024It involves 90 projects related to the steel industry.
China Iron and Steel Association: In late January 2024, the daily output of crude steel of iron and steel enterprises will be 201660,000 tonsMonth-on-month, it decreased by 369%, an increase of 148%；Steel inventory 1219920,000 tons, down 20 from the previous decade55%, down 1 from the same month last month03%。
According to the National Bureau of Statistics, in 2023, China's raw coal output above designated size will be 46600 million tons, a year-on-year increase of 29%，An all-time high。At the same time, India and Indonesia, the world's second- and third-largest coal producers, both produced record highs. In 2023, India produced 101.1 billion tons, a year-on-year increase of 109%，For the first time in history, it exceeded the 1 billion ton mark；Indonesia's coal production is 775.2 billion tonsAn all-time high"Shanxi Province Mine Safety Production Centralized Investigation and Rectification Action Plan".Issued, strictly implement the safety supervision body of each mine, as well as the contact guarantee of coal mines and metal and non-metal underground mines, mine monitoring, safety inspections, etc.; the performance of duties by the mine safety supervision commissioner and the five-member coal mine safety supervision team; Formulation and implementation of regulatory enforcement plans, especially safety supervision of high-risk mines such as large shifts, large mining depths, and heavy disasters, as well as mines that have been suspended for a long time; Overcoming difficulties in safety production in key coal mine counties and non-coal mine key counties.
Recently, the General Office of the Shandong Provincial Party Committee and the Provincial General Office issued the "Opinions on Ten Actions to Promote the High-quality Development of the Industrial Economy", which mentions that it is necessary to further expand, optimize and strengthen the Ri-Lin, Lai-Tai steel base, accelerate the construction of capacity replacement projects such as the second phase of Shandong Iron and Steel Yongfeng Lingang, and promote the positive progress of the second phase of the high-quality base project cooperated by Shandong Iron and Steel Group and China Baowu, and innovate and break through key varieties such as high-performance marine steel and special alloy steelStrive to account for about 48% of the output of high-end fine steel.
Tangshan Donghua Iron and Steel Enterprise Group plans to start construction of a new 1,580 cubic meter blast furnace on January 20, 2024 through capacity replacementThe production capacity is 1.37 million tons.
According to incomplete statistics from Mysteel, as of February 6, 11 provinces have announced provincial key project investment plans for 2024, with a total of 8,788 projects. Among them, 8 provinces, including Guangdong, Fujian, Hubei, Henan, Hebei, Beijing, Sichuan and Jiangsu, announced their annual planned investmentAbout 4 in total62 trillion yuan.
From January 29th to February 4th, the total area of newly built commercial housing transactions (contracts) in 10 key cities was 208280,000 square metersWeek-on-week increased by 67%。During the same period, the total area of second-hand housing transactions (contracts) in 10 key cities was 181980,000 square meters, an increase of 10 week-on-week8%。
On February 6, the Beijing Municipal Commission of Housing and Urban-Rural Development announced that from now on, four types of families who are qualified to buy houses in Beijing can buy a set of commercial housing in Tongzhou District. The biggest change in the new policy is that families who have settled and worked in Tongzhou District can buy a house as long as they meet Beijing's overall purchase restriction policyThe requirement of 3 years of settlement, social security or tax payment has been abolished.
Changshan County, Quzhou City, Zhejiang Province, issued a new real estate policy, involving 21 measures such as housing purchase subsidies, which will be implemented from February 5, 2024. For families with three children, if the per capita living area in the current urban area is less than 30 square meters, the newly built commercial housing with an area of not less than 120 square meters shall be purchased in the urban area of Changshan CountyA one-time payment of 200,000 yuan will be issued；Families who meet the above conditions and have applied for farmers' "agglomeration vouchers" will be issued with an additional 100,000 yuan in house tickets. The room ticket is used to deduct the purchase price and is non-transferable.
According to incomplete statistics from Mysteel, as of February 5, 2024,14 listed automakers disclosed their 2023 performance forecasts。Among them, China National Heavy Duty Truck and Foton Motor are expected to double their net profits; Great Wall Motor expects net profit to decline year-on-year. On February 5, the "Minjiang No. 1" 1,000-ton dual-purpose cargo ship successfully arrived at Nanping Port for delivery, which is the largest dual-purpose vessel in the history of Minjiang shippingIt marks that Fujian's inland rivers will enter the era of 1,000-ton freight。"Minjiang No. 1" is designed to pack 54 TEUs, with a full load of 1,000 tons of freight.
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