1、 Raw material report:

1. Nickel: on August 18, the latest price of nickel in London was $19316, up $123, or 0.64%. The latest price of Shanghai nickel was 144200 yuan, down 2180 yuan, or 1.49%.   Shanghai ferrochrome fecr55c1000 (50 basis) is 10400 yuan / ton, and Shanghai ferromolybdenum femo60 is 164500 yuan / ton.

2. Stainless steel continuous: the latest price was 18400 yuan, down 135 yuan, down 0.73%. The position is 42888 hands and the trading volume is 60416 hands.

3. Price of Dainan waste stainless steel

201 Ni≈1-1.5%5850-6050，304 Ni≥8％； Primary material 12700-12900304 Ni ≈ 7.6-8%; Return material 12100-12200;

316 return charge 17100-17300, Ni ≥ 10%; Primary material 17500-17600316l Ni ≥ 10% Mo ≈ 2% 17700-17900;

310S Ni=18-19% 22900-22100 ，430 Cr≈16%-18%； Mn ≈ 1% - 2% 4850-5000431 return 3230-3330.

2、 Wuxi stainless steel coil reference price

1. TISCO hot rolling guide price:

300 hot rolling series: 19200 yuan / ton of 304 / No.1; 22000 yuan / ton of 321 / No.1; 27700 yuan / ton of 316L / No.1.

Medium plate (trimming, thickness: 14-20mm, width: 1500mm) 304 material - 21300 yuan / ton; 304L material 21400 yuan / ton, 321 material 24700 yuan / ton, 316L material 30200 yuan / ton.

2. Dongte hot rolling guide price: 18900 yuan / ton for s30408 material 4-12mm, 19100 yuan / ton for 14mm and 19600 yuan / ton for 16mm; S31603 material: 27100 yuan / ton for 4-12mm, 27500 yuan / ton for 14mm and 28000 yuan / ton for 16mm; 309S hot-rolled white coil is 26500 yuan / ton, 310S hot-rolled white coil is 37800 yuan / ton, and 2205 hot-rolled white coil is 27000 yuan / ton.

3. Qingshan hot rolling: 304 material 18500 yuan / ton; 316L hot rolling 26000 yuan / ton

4. Zhangpu guide price: 19800 yuan / ton for 304 materials; 321 hot rolling 22100 yuan / ton; 316L hot rolling 27300 yuan / ton.

3、 Reference price of stainless steel pipe rod

1. [Qingshan round steel ￠ 65-130] 302 material 15700 yuan / ton; 17000 yuan / ton of TP304 material; 25020 yuan / ton for 316L material; 321 material 18200 yuan / ton; The price of f321 material is 19400 yuan / ton.

2. [Delong round steel ￠ 65-130] 304 material 16900 yuan / ton, 316L material 25000 yuan / ton.

2. [Fukai bar ￠ 65-130] starting from 30 tons: 24400 yuan / ton for s22053, 25000 yuan / ton for TP316L ￠ 150-250, 17500 yuan / ton for TP304 ￠ 150-250, 60000 yuan / ton for 904L ￠ 65-130, 33000 yuan / ton for tp317l ￠ 65-130, 30500 yuan / ton for S32750 ￠ 65-130 and 36500 yuan / ton for 2520 ￠ 65-130.

3. [Yongxing bar ￠ 65-130] 304 material 20200 yuan / ton; TP321 material: 23100 yuan / ton; 316 material 29500 yuan / ton; 316L material: 32500 yuan / ton; S22053 material 28500 yuan / ton.

4. [Zhejiang Benji heat exchange tube] 25 * 2 * 6000 cold drawn specification - 30408 material, 29.2 yuan / kg; S31603 material: 39 yuan / kg;

5. [Zhejiang Benji welded pipe] 219-813 * 4-6 pickling specification - 30408 material 25.7 yuan / kg; S31603 material: 36.2 yuan / kg; 32168 material: 30.1 yuan / kg

4、 Stainless steel inventory statistics

On August 12, the inventory of stainless steel market in Wuxi and Foshan totaled 597600 tons, an increase of 13000 tons or 0.22% over last week.

1. Wuxi market 417300 tons this week, 420300 tons last week, a decrease of 0.71%;

2. Foshan market was 180300 tons this week and 176000 tons last week, an increase of 2.47%;

3. 200 is 149200 tons this week, 162300 tons last week, a decrease of 8.03%;

4. 300 is 371400 tons this week, 361100 tons last week, an increase of 2.83%;

5. 400 is 77000 tons this week and 72900 tons last week, an increase of 5.72%;

5、 Market analysis

Affected by the sharp rise of the US dollar index, non-ferrous metals are under pressure, and nickel prices are also dragged down.

In July, the output of stainless steel crude steel was 2.8302 million tons, a decrease of 40500 tons compared with the previous month, a decrease of 1.41%. The supply of stainless steel in the spot market is still not abundant, the low inventory status improves the elasticity of price rise, the price of raw materials remains strong, and the subject of production restriction of the middle line stainless steel plant is still expected.

In terms of market transaction: due to the high cost and poor downstream demand, the market transaction is weak, but the bottom support still exists. At present, the market is weak in both supply and demand, and the price rise is relatively weak. However, the current price is still relatively high, downstream consumption is restrained to some extent, and the export demand has also fallen. Before the real implementation of the production restriction policy, Price action is still insufficient, short-term attention to the periodic rebound after the decline. So far, the high price of stainless steel has restrained consumption, but August September is the peak season of domestic demand, and the scarcity of inventory is conducive to supporting the price of stainless steel.

On the supply side, according to 51 stainless steel, a steel plant in Guangxi stopped production last week due to power rationing. It is estimated that the production capacity will be greatly reduced by 50% in August. On August 16, due to the shortage of hot rolling supply, the production continuity of a steel plant in Guangdong could not be guaranteed. It was planned to shut down for maintenance from August 18 to August 31. The orders originally scheduled to be delivered in August need to be postponed to September!