Mysteel early reading on behalf of the committee members for the steel industry to make suggestions,

Mondo Finance Updated on 2024-03-05

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Hu Wangming, member of the 14th National Committee of the Chinese People's Political Consultative Conference, Secretary of the Party Committee and Chairman of China Baowu Iron and Steel Group, prepared around the current development difficulties, pain points and future high-quality development of the steel industry"Proposal on Cultivating Leading Enterprises of Renewable Resources and Building a National Transaction Service Platform" and "Proposal on Promoting Open Collaborative Innovation and Strengthening National Strategic Scientific and Technological Forces" and other two proposals, actively make suggestions and perform their duties.

Zhao, deputy to the National People's Congress, Secretary of the Party Committee and Chairman of Shougang Group, brought 3 articles"Promote the low-carbon and green transformation of the steel industry".specific recommendations. The first is to set up a national steel low-carbon technology innovation center; the second is to introduce a package of policies; The third is to guide and encourage the comprehensive utilization of solid waste resources such as steel slag.

Hu Shu'e, a representative of the National People's Congress, an expert from the Science and Technology Quality Center and Iron and Steel Research Institute of Shandong Iron and Steel Rizhao Company, suggestedVigorously promote steel structure housing, and promote the low-carbon integrated development of the steel industry and the construction industry.

Wen Fei, a representative of the National People's Congress and a technician in the ironmaking blast furnace workshop of Ping'an Iron and Steel of Fangda Group, said that at present, many iron and steel enterprises are facing problems such as insufficient innovation ability and low degree of informatization, and cannot realize the conversion of new and old kinetic energy through intelligence. Therefore, he suggested,It is necessary to promote the wide application of intelligent manufacturing technology in the steel industry.

Wang Lanyu, deputy secretary of the Party Committee and general manager of HBIS Group, deputy to the National People's Congress, suggested"Accelerate the realization of the value of low-carbon products of steel materials".It aims to strengthen the core competitiveness of the steel industry on the road of green and low-carbon development, promote the transformation and upgrading of China's industrial structure, and contribute to the realization of low-carbon development goals.

The Second Session of the 14 th National Committee of the Chinese People's Political Consultative Conference (CPPCC) opened in Beijing, and party and state leaders attended the session. The Second Session of the 14th National People's Congress will open on the morning of March 5 and close on the afternoon of March 11, with a duration of seven days and a total of three plenary sessions。The main agenda of the congress includes the review of the work report, the review of the draft national economic and social development plan for 2024 and the draft of the local budget for 2024. During the meeting, three press conferences will be held, and the main responsible comrades of relevant departments will be invited to answer questions on topics such as diplomacy, economy, and people's livelihood. A "delegates' channel" will be arranged before each plenary session and a "ministers' channel" will be arranged after the plenary session.

The Press Office will hold a briefing at 11:30 a.m. on 5 March 2024Huang Shouhong, head of the drafting group of the "* Work Report" and director of the ** Research Office, interpreted the "** Work Report" and answered questions from reporters.

Cai Jianchun, a member of the National Committee of the Chinese People's Political Consultative Conference and general manager of the Shanghai Stock Exchange, suggestedoptimize the policy environment and promote the merger and reorganization of listed companies; Relying on the new law, special regulations for infrastructure REITs will be formulated at the first level;Explore the implementation of a "three-in-one" trial work mechanism in the Shanghai Financial Court, and limit the pilot phase to areas such as capital market-related cases and foreign-related financial cases.

Nan Cunhui, member of the Standing Committee of the National Committee of the Chinese People's Political Consultative Conference (CPPCC) and chairman of Chint Group, suggested that the competent department of ecology and environment should adopt departmental rules and regulations in conjunction with relevant financial authoritiesClarify the financial attributes of carbon emission rights as soon as possible, and support the development of guarantee financing business with carbon emission rights as the targetto support financial institutions in the process of disposal and repayment of existing assets and debts, and to give priority to repayment with carbon emission rights collateral.

National *** announcement, from 24 o'clock on March 4,Domestic gasoline and diesel were raised by 125 yuan and 120 yuan per ton respectively.

Fed's Bostic said inflation is on track to return "slowly" to its 2% targetIt would be appropriate for the Fed to make two 25 basis point rate cuts before the end of the year.

On March 4, the country's main port iron ore transaction was 53000000 tons, down 7% month-on-month; 237 mainstream first-class construction steel transactions 11120,000 tons, an increase of 38% month-on-month.

From February 26th to March 3rd, the total amount of iron ore arriving in 47 ports in China was 2,52440,000 tons,Month-on-month, an increase of 40560,000 tons;The total volume of arrivals at China's 45 ports was 23.77 million tons, an increase of 346 percent from the previous month40,000 tons,

From February 26th to March 3rd, the total shipment of iron ore in Australia and Brazil was 254450,000 tons,Month-on-month, an increase of 46600,000 tons。Australia shipments 183610,000 tons, an increase of 426 from the previous month00,000 tons, of which 1450 were sent from Australia to China80,000 tons, an increase of 417 from the previous month80,000 tons.

On March 4, the average cost of 40 independent electric arc furnace construction steel mills was 3,991 yuan, down 29 yuan tons from last Friday. The average profit loss was 49 yuan tons, and the profit of valley power was 54 yuan tons.

Judging from the field investigation results of Shanxi coking coal minesMost coal mines have resumed production after the Spring Festival, but only a few coal mines are still in a state of shutdown, and the resumption time is undetermined。After two consecutive rounds of coke price reductions after the year, the market was more bearish, the purchase of coking coal decreased, and the inventory of some coal mines continued to accumulate, which was under pressure.

On March 3, some enterprises in Daegu Zhuang have received environmental protection production restriction notices, and the enterprises involved are billet rolling mills and galvanizing mills, except for individual environmental protection enterprises, billet rolling mills, galvanized pipe factories and galvanized strip mills have stopped and limited production. In terms of hot-rolled strip, at present, 6 local companies in Daeguzhuang have stopped production, affecting the average daily output of 1550,000 tons.

Heavy Steel plans to stop production and overhaul the double-high bar rolling mill from March 5It is estimated that the maintenance time is 10 days, and the average daily output will be affected by 040,000 tons,

According to mysteel is not completely finished,In February 2024, 10 steel projects started or put into production。Among them, Xingshan Iron and Steel, Taishan Iron and Steel and Wen'an Iron and Steel projects started; Yongtong Cast Pipe, Yonggang and Guangdong Jinshenglan projects were put into production.

Qian'an Iron and Steel Co., Ltd., Shougang Co., Ltd., plans to start construction in October 2024 through capacity replacementOne new 160-ton electric furnace was built, with a production capacity of 1.3 million tons

Beijing has accelerated the development of new quality productive forces to ensure a "good start" in the first quarter. In the first quarter, Beijing's investment was scheduled according to the growth of about 5%, and it is planned to start construction of 160 major projects in cities and districts, and as of the end of February, 116 have been started. At present, the total investment of projects in the city's major project reserve exceeds 28 trillion yuan, the overall realization of "open one and prepare three".

Since February, there have been ten provincial-level administrative regions such as Sichuan, Chongqing, Yunnan, Guangdong, Inner Mongolia, Tianjin, Shanxi, Hubei and Guizhou, as well as the Ningbo Supervision Bureau11 local regulatory bureaus held meetings and deployed work on real estate financing after the white list of real estate projects.

According to incomplete statistics from Mysteel, as of March 4, 12 new energy vehicle companies released new energy vehicle sales data for February 2024. On a year-on-year basis,Seven car companies achieved positive growth, of which Cialis was 36004% growth ranked first

The Federation of Passenger Cars estimates that the wholesale sales of new energy passenger car manufacturers in China in February will be 450,000 unitsIt decreased by 9% year-on-year and 34% month-on-month, mainly due to the weak consumption of automobiles around the Spring Festival holiday. Tesla's wholesale sales in China in February were 60,365 units.

According to the latest data from the first commercial vehicle network, in February 2024, China's heavy truck market sales will be about 580,000 units (invoicing, including exports and new energy).This is a 40% decrease from January 2024, 7 in the same period last year70,000 units decreased by 25% to a decrease of about 190,000 units.

According to the tracking of the international ship network, from February 26, 2024 to March 3, 2024,A total of 49+6 new ship orders were received by shipyards around the world; Among them, Chinese shipyards received orders for 23 new ships;Japanese shipyard received 5 new ship orders; Korean shipyard received 8+2 new ship orders.

09:45 China Caixin Services and Composite PMI (Feb);

16:45 Italy Services and Composite PMI (Feb);

16:50 France services and composite PMI final value (Feb);

16:55 Germany services and composite PMI final value in February;

17:00 Eurozone services and composite PMI final value in February, Italy's final GDP in Q4;

17:30 UK services and composite PMI final value (Feb);

18:00 Eurozone January PPI.

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