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中钢协:8月中旬重点统计钢铁企业钢材库存量1567万吨
Xin Hua Cai Jing· 2025-08-25 09:55
Group 1 - The core viewpoint of the article is that the steel inventory of key enterprises in the steel industry has shown a mixed trend, with an increase compared to the previous period but a decrease compared to the same period last year [1] Group 2 - As of mid-August 2025, the steel inventory of key enterprises reached 15.67 million tons, which is an increase of 600,000 tons or 4.0% from the previous period [1] - Compared to the beginning of the year, the inventory has increased by 3.3 million tons, reflecting a growth of 26.7% [1] - The inventory has seen a slight increase of 10,000 tons or 0.1% compared to the same period last month [1] - Year-on-year, the inventory has decreased by 780,000 tons, representing a decline of 4.7% [1] - Compared to the same period two years ago, the inventory has decreased by 960,000 tons, which is a decline of 5.8% [1]
钢银电商:本周全国钢市累库约34万吨 建材库存续增超4%
Xin Hua Cai Jing· 2025-08-25 00:09
Group 1 - The total inventory of steel materials in 38 cities across the country increased by 34.01 million tons week-on-week, reaching 854.17 million tons, with a growth rate of 4.15% [1] Group 2 - The total inventory of construction steel reached 464.19 million tons, an increase of 21.60 million tons (+4.88%) compared to the previous week [3] - The total inventory of hot-rolled coils was 204.34 million tons, up by 7.80 million tons (+3.97%) from the previous week [3] - The inventory of medium and heavy plates increased to 66.15 million tons, with a rise of 3.10 million tons (+4.92%) week-on-week [3] - The inventory of cold-rolled and coated steel reached 119.49 million tons, increasing by 1.51 million tons (+1.28%) compared to the previous week [3]
钢材:螺纹和热卷基本面分化 钢材维持震荡格局
Jin Tou Wang· 2025-08-21 02:15
Market Performance - The futures market showed resilience with a rebound after an initial decline, and an increase in open interest was noted. The basis strengthened, with steel billet prices stable at 3090 yuan per ton and actual transaction prices for rebar in East China remaining at 3170 yuan per ton. The October futures contract was at a discount of 38 yuan to the spot price, while hot-rolled coil was at a discount of 28 yuan to the spot price [1] Cost and Profit - On the cost side, coking coal production continues to recover, while coal mines maintain inventory reduction, with marginal conditions not weakening. Iron ore inventories at ports have slightly increased, and steel production has seen a minor uptick, although seasonal demand for steel is declining. The expectation of reduced coking coal supply persists, leading to significant price volatility. Steel profits are currently declining, with the profit ranking from high to low being steel billet > hot-rolled coil > rebar > cold-rolled coil [2] Supply - From January to July, iron element production increased by 18 million tons, a growth of 3.1%. In August, production rebounded compared to July, primarily due to a notable increase in daily scrap steel consumption. Current molten iron production is stable at 2.41 million tons, with daily scrap steel consumption at 55800 tons, up by 0.6%. The total production of the five major steel products increased by 24000 tons to 8.716 million tons. By product type, rebar production decreased by 7000 tons to 2.205 million tons, while hot-rolled coil production increased by 7000 tons to 3.156 million tons. Since July, production of the five major products has exceeded apparent demand, leading to inventory pressure [3] Demand - From January to July, the apparent demand for the five major steel products remained flat year-on-year (-0.2%), while production decreased more than demand (-1.3%). The increase in iron element production (+3%) is primarily directed towards non-five major products and steel billets. Domestic demand has decreased year-on-year, while external demand has increased significantly, with substantial growth in both direct and indirect steel exports. Overall steel demand has increased year-on-year, with average daily production rising, while apparent demand remained flat and inventory decreased year-on-year. In terms of month-on-month performance, the seasonal decline was not significant. The impact of tariffs on demand was offset by the increase in direct exports. Rebar apparent demand decreased, dragging down overall apparent demand. The apparent demand for the five major products decreased by 15000 tons to 831000 tons, with rebar down by 201000 tons to 190000 tons, and hot-rolled coil up by 8000 tons to 315000 tons [4] Inventory - This week saw a significant increase in inventory, primarily driven by traders, while steel mills' inventory growth was limited. The inventory of the five major products increased by 40600 tons to 1.416 million tons, with rebar up by 30500 tons to 587200 tons, and hot-rolled coil up by 840 tons to 357500 tons. By product type, rebar showed a clear increase in inventory due to supply exceeding demand, while plate inventory remained stable with limited accumulation [5] Overall View - The market showed resilience with initial declines followed by rebounds. The spot market followed the fluctuations of futures, with a strengthening basis. Data indicates a continuous decline in rebar apparent demand and significant inventory accumulation. Hot-rolled coil supply and demand remained stable without significant deterioration. Current data shows a notable decline in rebar demand in August, leading to increased inventory levels. The differentiation in monthly price differences between rebar and hot-rolled coil indicates a weakening trend for rebar and a strengthening trend for hot-rolled coil. Technically, hot-rolled coil failed to break downwards, returning to a fluctuating pattern. Considering the current steel demand and coking coal supply situation, the steel market is expected to maintain a high-level fluctuating pattern, with a recommendation for a wait-and-see approach [6]
钢银电商:本周全国城市钢材库存环比增加4.44% 建材累库超6%
Xin Hua Cai Jing· 2025-08-18 00:16
Summary of Key Points Core Viewpoint - The national steel inventory in 38 cities has increased, indicating a rise in supply levels across various steel categories as of August 18, 2023 [1][2]. Inventory Data - The total steel inventory across 135 warehouses reached 8.2016 million tons, an increase of 348,800 tons (4.44%) compared to the previous week [1][2]. - The inventory of construction steel amounted to 4.4259 million tons, up by 253,800 tons (6.08%) from the previous week [1][2]. - Hot-rolled coil inventory was recorded at 1.9654 million tons, increasing by 58,600 tons (3.07%) week-on-week [1][2]. - Medium and heavy plate inventory totaled 630,500 tons, with a week-on-week increase of 10,100 tons (1.63%) [1][2]. - Cold-rolled and coated inventory reached 1.1798 million tons, rising by 26,300 tons (2.28%) compared to the previous week [1][2]. Weekly Inventory Comparison - The following table summarizes the inventory levels for different steel types over the past weeks: - Construction Steel: - July 28: 3.9746 million tons - August 4: 4.1124 million tons - August 11: 4.1721 million tons - August 18: 4.4259 million tons - Hot-rolled Coil: - July 28: 1.7968 million tons - August 4: 1.8618 million tons - August 11: 1.9068 million tons - August 18: 1.9654 million tons - Medium and Heavy Plate: - July 28: 607,000 tons - August 4: 606,500 tons - August 11: 620,400 tons - August 18: 630,500 tons - Cold-rolled and Coated: - July 28: 1.1319 million tons - August 4: 1.1460 million tons - August 11: 1.1535 million tons - August 18: 1.1798 million tons - Total Inventory: - July 28: 7.5103 million tons - August 4: 7.7267 million tons - August 11: 7.8528 million tons - August 18: 8.2016 million tons [2].
永安期货钢材早报-20250815
Yong An Qi Huo· 2025-08-15 09:15
Report Overview - The report is a steel morning report released by the Black Team of the Research Center on August 15, 2025, covering aspects such as spot prices, price and profit, production and inventory, basis and spreads [1] Spot Prices Rebar - Spot prices of rebar in different regions (Beijing, Shanghai, Chengdu, Xi'an, Guangzhou, Wuhan) showed varying degrees of decline from August 8 to August 14, with decreases ranging from 20 to 70 yuan [1] Hot - Rolled Coils - For hot - rolled coils in Tianjin, Shanghai, and Lecong, the price changes were relatively small, with 0 yuan in Tianjin, - 20 yuan in Shanghai, and - 10 yuan in Lecong from August 8 to August 14 [1] Cold - Rolled Coils - Cold - rolled coils in Tianjin, Shanghai, and Lecong also had price fluctuations, with a decrease of 70 yuan in Tianjin, 0 yuan in Shanghai, and - 30 yuan in Lecong from August 8 to August 14 [1]
钢材:钢厂库存累库不多 限产在即 钢价有支撑
Jin Tou Wang· 2025-08-15 02:12
Core Viewpoint - The steel market is experiencing a decline in futures prices while spot prices remain under pressure, indicating a potential shift in supply and demand dynamics [1] Supply - Iron element production from January to July increased by 18 million tons, a growth rate of 3.1%. In August, production rebounded compared to July, primarily due to a significant increase in scrap steel consumption [3] - Current pig iron production is stable at 2.41 million tons, with daily scrap consumption at 558,000 tons, reflecting a 0.6% increase month-on-month [3] - The total production of the five major steel products increased by 24,000 tons to 8.716 million tons, with rebar production decreasing by 7,000 tons to 2.205 million tons and hot-rolled coil production increasing by 7,000 tons to 3.156 million tons [3] Demand - From January to July, the apparent demand for the five major steel products remained flat year-on-year, with a slight decrease of 0.2%, while production fell by 1.3% [4] - Domestic demand decreased year-on-year, while external demand increased significantly, with both direct and indirect steel exports rising [4] - The apparent demand for rebar decreased, negatively impacting overall demand, with total apparent demand for the five major products down by 150,000 tons to 8.31 million tons [4] Inventory - This week saw a significant increase in inventory, primarily driven by traders, while steel mill inventory saw a modest rise. The total inventory of the five major products increased by 406,000 tons to 14.16 million tons [5] - Rebar inventory rose by 305,000 tons to 5.872 million tons, while hot-rolled coil inventory increased slightly by 8,400 tons to 3.575 million tons [5] Cost and Profit - On the cost side, coking coal production continues to recover, while iron ore inventories at ports have slightly increased. The supply is expected to decline seasonally, but steel mill production remains high, limiting inventory accumulation pressure [2] - Costs are rising, but steel prices are also increasing, leading to improved profitability for steel mills, with profits ranked from high to low as: billet > hot-rolled coil > rebar > cold-rolled coil [2] Market Outlook - The black metal market continues to show weakness, with technical indicators suggesting a double top formation. Despite stable high production levels, significant inventory accumulation is observed [6] - The current high production levels at steel mills and seasonal demand decline in August are expected to lead to increased inventory, although the pressure on steel mills remains limited [6] - Short-term expectations indicate that production limits may alleviate the pressure from high production and trader inventories, with prices anticipated to remain stable at high levels until demand clarity emerges [6]
钢材:钢厂库存累库不多 钢价有支撑
Jin Tou Wang· 2025-08-13 02:07
Core Viewpoint - The steel market shows signs of price increases driven by rising costs and demand recovery, with specific price movements noted in various steel products [1][2][4]. Supply - Iron element production from January to July increased by 18 million tons, a growth rate of 3.1%, with production in July remaining stable compared to June [3] - The production of rebar rose by 100,000 tons to 2.21 million tons, indicating a notable recovery in rebar production [3] - Hot-rolled steel production decreased by 79,000 tons to 3.14 million tons, showing a significant decline [3] Demand - From January to July, the apparent demand for the five major steel products remained nearly flat, with a slight decrease of 0.2%, while production fell by 1.3% [4] - Domestic demand decreased year-on-year, but external demand increased significantly, with direct and indirect steel exports rising [4] - The apparent demand for rebar increased by 74,000 tons to 2.108 million tons, while hot-rolled steel demand decreased by 138,000 tons to 3.06 million tons [4] Inventory - Inventory levels have increased for two consecutive weeks, primarily due to rising trader inventories, while steel mill inventory growth was not significant [5] - The inventory of the five major steel products rose by 235,000 tons to 13.754 million tons, with rebar inventory increasing by 103,900 tons to 5.567 million tons [5] - The supply-demand balance for rebar has improved, while the supply-demand situation for plate products remains weak [5]
1月—5月份重点企业钢材产销率为99.3%
Zhong Guo Chan Ye Jing Ji Xin Xi Wang· 2025-08-06 23:24
1月—5月份,全国累计生产粗钢4.3亿吨,同比下降1.7%,累计日产285.9万吨;生产钢材6.1亿吨,同比 增长5.2%,累计日产401.2万吨。纳入营销月报统计的重点统计钢铁企业(下称重点企业)生产钢材3.3亿 吨,同比增长4.4%。重点企业销售钢材3.2亿吨,同比增长4.4%,与产量增幅相当。 5月份,全国生产粗钢8655万吨、同比下降6.9%,日产279.3万吨、环比下降2.6%;生产钢材12743万 吨、同比增长3.4%,日产411.1万吨、环比下降1.4%。重点企业生产钢材6630.8万吨,同比增长2.7%、 环比增长4.1%;重点企业销售钢材6651.9万吨,同比增长2.2%、环比增长3.6%。 据此计算,1月—5月份重点企业钢材产销率为99.3%,较1月—4月份(99.0%)上升0.3个百分点,较去年 同期(98.8%)上升0.5个百分点,较去年全年(99.1%)上升0.2个百分点。其中,5月份重点企业钢材产销率 为100.3%,一定程度上说明需求较旺。 重点企业钢材生产情况 从品种大类来看,1月—5月份重点企业生产的铁道用钢材、长材、板带材、管材、其它钢材等五大类品 种,在钢材总量中的占比分 ...
中钢协:7月下旬重点统计钢铁企业钢材库存量环比下降5.6%
Zheng Quan Shi Bao Wang· 2025-08-06 02:53
人民财讯8月6日电,中钢协发布2025年7月下旬重点企业钢材库存旬报,2025年7月下旬,重点统计钢铁 企业钢材库存量1478万吨,环比上一旬减少88万吨,下降5.6%;比年初增加241万吨,增长19.5%;比 上月同旬减少67万吨,下降4.3%;比去年同旬减少127万吨,下降7.9%,比前年同旬增加29万吨,增长 2.0%。 ...
钢材:市场预期降温 钢材转为震荡
Jin Tou Wang· 2025-08-06 02:10
Core Viewpoint - The steel market is experiencing a price increase, with rising spot prices and a weakening basis, indicating a potential shift in supply-demand dynamics [1][6]. Supply - Iron element production from January to July increased by 18 million tons, a growth rate of 3.1%, with production levels stabilizing in July compared to June [3]. - The production of rebar and hot-rolled steel has shown stability and slight recovery, with rebar production at 2.11 million tons and hot-rolled steel at 3.23 million tons [3]. Demand - The demand for the five major steel products remained stable year-on-year, with a slight decrease of 0.2%, while production saw a larger decline of 1.3% [4]. - Domestic demand has decreased, but external demand has increased significantly, offsetting the decline in domestic consumption [4]. Inventory - Recent production levels have aligned with demand, leading to a stabilization of inventory levels, with total inventory for the five major materials increasing by 154,000 tons to 13.52 million tons [5]. - Rebar inventory increased by 77,000 tons to 5.46 million tons, while hot-rolled steel inventory rose by 28,000 tons to 3.48 million tons [5]. Cost and Profit - The cost of production is rising due to the recovery of coking coal supply, while steel prices are also increasing, leading to improved profit margins for steel mills [2]. - The current profit ranking for steel products is as follows: billet > hot-rolled > rebar > cold-rolled [2]. Market Outlook - The black metal market is showing signs of recovery, with a balance between supply and demand during the off-season, and expectations of a transition to peak demand [6]. - Short-term inventory pressure is low, and the upcoming shift to peak demand is expected to support steel prices [6].