Mysteel data Southwest steel mill supply fell sharply, inventory continued to increase

Mondo Finance Updated on 2024-02-01

If you want to know more exciting content, come and pay attention to my steel overview: this week's rebar *** obvious**, raw materials ** slightly**, steel mill production costs are upside down, production enthusiasm is low, and the price of construction steel in southwest China is basically flat. In terms of steel mills, the output of construction steel in Yunnan, Guizhou, Sichuan and Chongqing continued to decline this week, and the decline was obvious. What is the specific situation, the author will make a brief analysis below.

First, the production of Southwest Steel Mill.

1. Thread production.

This week, the rebar capacity utilization rate of Southwest Steel Mill was 5365%, down 860%;The operating rate is 6000%, down 800%;The weekly output is 46170,000 tons, down 7 from last week400,000 tons.

Sichuan region: rebar capacity utilization rate of 4621%, down 1549%;The operating rate was 5238%, down 1429%;Weekly output of 17450,000 tons, down 5 from last week850,000 tons.

Chongqing region: rebar capacity utilization rate of 4393%, down 187%;The operating rate was 60%, flat month-on-month; Weekly output 470,000 tons, down 020,000 tons.

Yunnan region: rebar capacity utilization rate of 7003%, down 156%;The operating rate was 75%, flat month-on-month; Weekly output of 17970,000 tons, down 040,000 tons.

Guizhou region: rebar capacity utilization rate of 5067%, down 796;The operating rate is 500%, down 125%;Weekly output of 6050,000 tons, down 0950,000 tons.

2. Wire rod production.

This week, the wire rod capacity utilization rate of Southwest Steel Mill was 5068%, down 1663%;The operating rate is 5938%, down 1563%;Weekly output 21640,000 tons, down 7 from last week10,000 tons.

Sichuan region: wire rod capacity utilization rate of 4125%, down 2419%;The operating rate was 5385%, down 2308%;Weekly output of 7470,000 tons, down 4 from last week380,000 tons.

Chongqing region: wire rod capacity utilization rate 3179%, down 4624%;The operating rate was 0%, down 50% month-on-month; Weekly output 110,000 tons, down 1 from last week60,000 tons.

Yunnan region: wire rod capacity utilization rate 6604%, up 109%;The operating rate was 7692%, flat month-on-month; Weekly output 10870,000 tons, up 0180,000 tons.

Guizhou region: wire rod capacity utilization rate of 4711%, down 2784%;The operating rate was 50%, down 25% month-on-month, and the weekly output was 220,000 tons, down 1 from last week30,000 tons.

Second, the inventory changes of southwest steel mills.

This week, the total inventory of construction steel in Southwest Steel Mill was 127180,000 tons, an increase of 5 from last week040,000 tons. Specifically, the Sichuan regional factory warehouse 60720,000 tons, an increase of 0230,000 tons; Chongqing regional warehouse 1560,000 tons, an increase of 3 from last week00,000 tons; Yunnan regional warehouse 43560,000 tons, an increase of 1 from last week910,000 tons; Guizhou regional warehouse 730,000 tons, a decrease of 010,000 tons.

Summary: This week, the capacity utilization rate of the rolling line of the southwest steel mill was 5266%, down 1126%;The operating rate is 5976%, down 1098%。In terms of steel mills, at the end of the year, steel mills stopped production and maintenance, and the overall output decreased significantly. In terms of factory warehouses, pre-holiday demand continued to shrink, and steel mill inventories continued to increase.

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