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全线上涨!焦煤涨超6%!钢厂大涨60!钢价能否继续反弹?
Sou Hu Cai Jing· 2025-08-25 07:44
8月25日,钢材现货市场以涨为主,期货市场主要品种主力全部上涨,其中螺纹、热卷涨0.9%左右,铁 矿涨2.27%,焦炭涨4.36%,焦煤涨6.48%。因煤矿端安全生产事故再发带动市场做多情绪,今日焦煤大 涨,此外,鲍威尔暗示美联储或在9月降息,市场情绪转强,不过淡季钢市供需仍有压力,明日钢价... 一、多空因素分析 1.国常会:听取实施大规模设备更新和消费品以旧换新政策情况汇报 会议指出,大规模设备更新和消费品以旧换新政策,在稳投资、扩消费、促转型、惠民生等方面取得明 显成效。要在对政策实施情况进行认真总结评估的基础上,加强统筹协调,完善实施机制,更好发挥对 扩大内需的推动作用。要严厉打击骗补套补行为,确保补贴资金用到实处、见到实效。要进一步强化财 税金融等政策支持,创新消费投资场景,优化消费投资环境,综合施策释放内需潜力。会议有利于提振 市场信心,利好钢材价格走势。 https://www.cls.cn/detail/2123420 2.8月中旬21个城市5大品种钢材社会库存843万吨,环比增加40万吨 据中钢协,8月中旬,21个城市5大品种钢材社会库存843万吨,环比增加40万吨,上升5.0%。8月中 旬 ...
四川盛世钢联 | 2025年8月17日成都钢材工程项目材料预算在线报价
Sou Hu Cai Jing· 2025-08-17 11:40
Core Viewpoint - The Chengdu steel market is experiencing a fluctuating adjustment in mainstream product prices due to ongoing supply-demand contradictions, traditional off-season demand weakness, and changes in raw material costs [1][4]. Price Overview - Rebar (HRB400E 18-25mm) is quoted at 3170-3330 CNY/ton, down by 10-20 CNY/ton from the previous day, with limited high-price transactions [4]. - Medium and heavy plates (Q235B) are priced at 3870 CNY/ton for 8mm and 3500 CNY/ton for 20mm, facing downward pressure due to reduced manufacturing orders [4]. - Hot-rolled coils (Q235B/SS400) are quoted at 3420 CNY/ton for 3.0mm and 3360 CNY/ton for 4.75mm, with low demand from the automotive and home appliance sectors [4]. - Wire rod (HPB300 8-10mm) is priced at 3390-3490 CNY/ton, with general market transactions [5]. - Hot-rolled strip steel (Q235B 3.5mm*685) remains stable at 3440 CNY/ton, with a lack of strong price support from traders [6]. Market Dynamics Analysis - Demand Side: The off-season effect continues, with insufficient release of demand [6]. - Construction industry: Slow funding for infrastructure projects and limited real estate construction intensity lead to low new project initiation rates [7]. - Manufacturing: Weak demand for plate products, particularly medium and heavy plates, due to reduced downstream orders [8]. - Supply Side: High production and inventory pressures coexist [9]. - Local steel mills maintain high production levels, while external resources increase competition, leading to inventory pressure [9]. - Rumors of environmental production restrictions have not materialized, creating a contradiction between steel mills' pricing intentions and actual market transactions [10]. - Cost Side: Strong raw material prices support the bottom of steel prices [11]. - Iron ore and coke prices remain high, with steel billet costs rising to 3080 CNY/ton, compressing profit margins for steel mills [11]. - Macroeconomic and Futures Market: Policy expectations and financial attributes significantly influence the market [12]. - In July, special bond issuance exceeded 600 billion CNY, improving infrastructure investment expectations in Chengdu, but market sentiment remains cautious regarding policy implementation [12]. - Fluctuations in the futures market dominate spot market sentiment, with weak futures prices suppressing market confidence [12]. Market Outlook - In the short term, the Chengdu steel market is expected to continue fluctuating weakly [13]. - Demand Side: Insufficient enthusiasm for terminal procurement and ongoing off-season effects hinder significant improvements in transactions [13]. - Supply Side: High production levels and inventory pressures create significant resistance to price increases [14]. - Cost Side: Strong raw material prices provide support, but compressed profits may inhibit capacity release [15]. - In the long term, as infrastructure projects gradually materialize and environmental production restrictions are implemented, combined with the release of demand during the autumn construction peak, the market may see a recovery [15].
市场情绪逐渐降温 预计短期螺纹钢维持震荡偏弱
Jin Tou Wang· 2025-07-16 07:26
Market Overview - On Tuesday evening, rebar futures contract 10 experienced weak fluctuations, closing at 3107, down 0.45% [1] Fundamental Summary - Starting from July 16 at 9:30 AM, Shougang Changzhi has uniformly lowered the prices of rebar and ribbed steel by 20 CNY/ton, and for wire rod and line materials by 30 CNY/ton, while other varieties remain stable [2] - As of the week ending July 10, rebar production, social inventory, and apparent demand have shifted from increase to decrease, while factory inventory has shifted from decrease to increase. Rebar production was 2.1666 million tons, a decrease of 44,200 tons week-on-week, down 2%; apparent demand was 2.215 million tons, a decrease of 33,700 tons week-on-week, down 1.50% [2] - On July 15, domestic steel market prices showed mixed trends, with Tangshan Qian'an's ordinary square billet ex-factory price down 10 CNY, reported at 2950 CNY/ton. One steel mill raised the ex-factory price of construction steel by 50-80 CNY/ton. The average price of rebar in major cities nationwide was 3287 CNY/ton, down 4 CNY from the previous trading day [2] Institutional Perspectives - Guantong Futures stated that under the dual weakness of supply and demand, along with gradually cooling market sentiment, rebar prices are significantly under pressure, with limited rebound potential, and are expected to maintain a weak oscillating trend in the short term [3] - Ruida Futures noted that in the macro aspect, fixed asset investment grew by 2.8% in the first half of the year, with real estate development investment declining by 11.2%. In June, the industrial added value above designated size grew by 6.8% year-on-year, and retail sales of consumer goods grew by 4.8%. In terms of supply and demand, weekly rebar production was adjusted downwards, with a capacity utilization rate of 47.49%; factory inventory increased while social inventory decreased, with total inventory at 5.4037 million tons showing a slight decline again, and apparent demand down by 33,700 tons. Overall, the orderly exit of backward production capacity driven by anti-involution still supports the steel market, but weak real estate data drags down steel prices. Technically, the MACD indicator for RB2510 contract shows DIFF and DEA adjusting downwards, with green bars expanding. In terms of operations, short-term trading is suggested in the 3140-3090 range, with attention to risk control [3]
煤焦日报-20250603
Hong Yuan Qi Huo· 2025-06-03 09:26
Report Summary 1. Report Industry Investment Rating - Not provided in the given content 2. Core Viewpoints - The second round of coke price cuts has been implemented, with wet - quenched coke down by 50 yuan/ton and dry - quenched coke down by 55 yuan/ton. Both coking coal and coke are under pressure from weak fundamentals and are relatively weaker than other black - series products. [7] - As the impact of summer high temperatures and heavy rainfall increases, steel consumption seasonally weakens, and prices are expected to fluctuate weakly. Steel mills' molten iron production continues to decline slightly but remains at a relatively high level. [7] - Coke supply tends to be loose, and its futures price is expected to fluctuate weakly; coking coal supply is generally sufficient, and its spot market is weak, with the futures market also expected to fluctuate weakly. [7] 3. Summary by Related Catalogs Futures and Spot Prices - **Coke Futures**: For example, J2601 closed at 1260.1, down 18 from the previous day; J2605 closed at 1365.0, down 25; J2509 closed at 1308.0, down 24.0. [2] - **Coking Coal Futures**: JM2601 closed at 747.5, down 30.5; JM2605 closed at 778.5, down 16.5; JM2509 (8052WIC) closed at 726.0, down 33.0. [2] - **Spot Prices**: Coke spot prices such as Xingtai's factory - gate price remained unchanged; coking coal spot prices like Australian low - volatile and medium - volatile coal also remained stable. [2] - **Coking Profit**: The 01 - contract coking profit was 273.8, up 212 (the data might have some errors in the table); the 05 - contract coking profit was 259.6, up 18.5; the 09 - contract coking profit was 274.9, up 19.3. [2][3] Fundamentals - **Coke Fundamentals**: 247 steel enterprises' daily molten iron production decreased by 1.69 to 243.6, a month - on - month decrease of 0.69%; daily coke production of 247 steel enterprises increased slightly by 0.05 to 47.3, a month - on - month increase of 0.11%. [2] - **Coking Coal Fundamentals**: 110 coal - washing plants' daily refined coal production decreased by 1.0 to 51.8, a month - on - month decrease of 1.93%; 523 mines' daily refined coal production decreased by 2.3 to 76.3, a month - on - month decrease of 2.94%. [2] Important News - Mysteel's chief analyst predicted that the steel market in June would likely see weak supply and demand, and steel prices would hit new lows without production - control policies. [4] - Trump announced an increase in steel and aluminum import tariffs from 25% to 50% starting from June 4. [5] - During the Dragon Boat Festival, the expected cross - regional personnel flow was 6.57 billion person - times, with a daily average of 2.19 billion person - times, a year - on - year increase of 3.0%. [5] - The manufacturing PMI in May was 49.5%, up 0.5 percentage points from the previous month. [5] - During the holiday, the ex - factory price of Tangshan Qian'an billet decreased by 20 yuan/ton to 2870 yuan/ton. [6] - The price of Anze low - sulfur main coking coal fell below 1200 yuan/ton to 1180 yuan/ton, hitting a new low since 2017 with a further decline expected in the next month. [6] Trading Strategies - The second round of coke price cuts has been implemented. Due to weak fundamentals, both coking coal and coke are under pressure. [7] - Steel consumption is seasonally weakening, and steel mills are reducing inventory by controlling and reducing purchases, with a strong intention to suppress raw material prices. [7] - Coke supply is loose, and its futures price is expected to fluctuate weakly; coking coal supply is sufficient, and its market is also expected to be weak. [7]
娄底经开区:专精特新中小企业竞跑“出圈”
Zhong Guo Xin Wen Wang· 2025-05-30 09:50
Group 1 - The core viewpoint of the article highlights the recognition of 10 new specialized and innovative small and medium-sized enterprises (SMEs) in Hunan Province, including Zhiheng Intelligent Manufacturing Technology Co., Ltd., which contributes to the growth of the industrial ecosystem in the region [1][3] - Zhiheng Intelligent Manufacturing, established just over three years ago, has made significant strides in the core components of 500KV and below power transmission towers, achieving a revenue of 50 million yuan in 2024 with a year-on-year growth rate [3][4] - The company focuses on producing high-strength precision components for power transmission towers, holding a market share of approximately 9.6% in its niche segment, thus positioning itself as a "hidden champion" in the industry [3][4] Group 2 - The Loudi Economic Development Zone has implemented targeted policies to support specialized and innovative enterprises, establishing a three-tier cultivation system to provide tailored services and development plans for SMEs [3][5] - The region has set up special funding to encourage technological innovation, with Zhiheng Intelligent Manufacturing's R&D investment doubling in the past two years, exceeding 10% of its revenue in 2024 [4] - The zone emphasizes digital transformation for enterprises, launching the "Materials Valley" digital empowerment plan, which includes support for ERP system construction, benefiting companies like Zhiheng Intelligent Manufacturing [4][5]
成都钢材今日价格、价格行情、最新报价(2025年5月6日)
Sou Hu Cai Jing· 2025-05-06 05:30
Core Viewpoint - The Chengdu steel market is experiencing a narrow fluctuation in prices, with cautious trading atmosphere and slight adjustments in the prices of mainstream products like rebar and wire rod [1] Price Dynamics - Rebar prices in Chengdu have slightly weakened, with mainstream steel mill quotes concentrated in the range of 4270-4300 CNY/ton, while high-line and盘螺 prices remain relatively stable due to demand support [4] - The average price of rebar (HRB400E 20mm) is reported at 4280 CNY/ton, down by 10 CNY/ton from the previous day, while wire rod (HPB300 8mm) remains unchanged at 4450 CNY/ton [1][4] Market Analysis - Demand-side resilience is insufficient, with limited new construction projects in real estate and end-user purchases primarily based on need [4] - Social inventory of steel in Chengdu is reported at 38.2 million tons, down 1.5% week-on-week but still up 12% year-on-year, indicating slower-than-expected inventory reduction [4] - Raw material costs are providing support, with iron ore futures prices rising by 0.6% today, while coke prices remain stable, keeping production costs high for steel mills [4] Expert Opinion - The current market is characterized by weak supply and demand, with expectations of continued short-term fluctuations in steel prices due to strong price support from steel mills [4] Procurement Reminder - Some traders are facing significant inventory pressure, creating room for negotiation in actual transactions. It is advised for downstream purchasers to closely monitor futures market dynamics and steel mill pricing policies [5]