1、 Raw material report:

1. Nickel: on September 13, the latest price of nickel in London was US $20308, down US $84, or 0.41%. The latest price of Shanghai nickel was 152940 yuan, up 510 yuan, or 0.33%.   Inner Mongolia ferrochrome fecr55c800 (50 basis) is 10000 yuan / ton, and Shanghai ferromolybdenum femo60 is 161000 yuan / ton.

2. Stainless steel continuous: the latest price was 19505 yuan, down 130 yuan, down 0.66%. The position was 44901 hands and the trading volume was 70283 hands.

3. Price of Dainan waste stainless steel

201 Ni ≈ 1-1.5% 6050-6250304 Ni ≥ 8%; primary material 12800-13000304 Ni ≈ 7.6-8%; return material 12200-12300;

316 return material 17200-17400, Ni ≥ 10%; primary material 17600-17700316l, Ni ≥ 10% Mo ≈ 2% 17800-18000;

310S Ni = 18-19% 22000-22200430 Cr ≈ 16% - 18%; Mn ≈ 1% - 2% 5050-5200431 return material 3300-3400.

2、 Wuxi stainless steel coil reference price

1. TISCO hot rolling guide price:

300 hot rolling series: 19700 yuan / ton for 304 / No.1; 22700 yuan / ton for 321 / No.1; 28000 yuan / ton for 316L / No.1.

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

2. Dongte hot rolling guide price: 19300 yuan / ton for s30408 material 4-12mm, 19500 yuan / ton for 14mm and 20000 yuan / ton for 16mm; 27600 yuan / ton for s31603 material 4-12mm, 28000 yuan / ton for 14mm and 28500 yuan / ton for 16mm; 24500 yuan / ton for 309S hot rolled white coil, 37800 yuan / ton for 310S hot rolled white coil and 27500 yuan / ton for 2205 hot rolled white coil.

3. Qingshan hot rolling: 304 material 19300 yuan / ton; 316L hot rolling 27600 yuan / ton

4. Zhangpu guide price: 19700 yuan / ton for 304 material; 21900 yuan / ton for 321 hot rolling; 27600 yuan / ton for 316L hot rolling.

3、 Reference price of stainless steel pipe rod

1. [Qingshan round steel ￠ 65-130] 17500 yuan / ton for s30400; 25300 yuan / ton for 316L; 19000 yuan / ton for 321; 20200 yuan / ton for f321.

2. [Delong round steel ￠ 65-130] 302 material: 17100 yuan / ton; 304 material: 17300 yuan / ton; 316L material: 25100 yuan / ton.

2. [Fukai bar] starting from 30 tons: 25000 yuan / ton for s22053 material ￠ 65-130, 63000 yuan / ton for 904L material ￠ 65-130, 32000 yuan / ton for tp317l material ￠ 65-130, 31000 yuan / ton for S32750 material ￠ 65-130 and 37500 yuan / ton for 2520 material ￠ 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. [Huaxin Lihua bar ￠ 65-130] 304 material 19600 yuan / ton; 316ls material 27300 yuan / ton; 32107 material 21800 yuan / ton;

5. [Zhejiang Benji heat exchange tube] 25 * 2 * 6000 cold drawn specification - 30408 material 29.6 yuan / kg; s31603 material 39.1 yuan / kg;

6. [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、 Inventory statistics of stainless steel mainstream markets (Foshan, Wuxi, Jieyang, Zibo, Shenyang and Xian):

According to the statistics of Mysteel stainless steel, on September 9, the inventory of stainless steel in the national mainstream market was 717100 tons, an increase of 0400 tons or 0.05% over last week.

1. Wuxi market 436400 tons, an increase of 7400 tons, an increase of 1.73%;

2. Foshan market 207700 tons, an increase of 4000 tons, an increase of 0.20%;

3. The national mainstream market was 196000 tons, an increase of 4300 tons, an increase of 2.25%;

4. The mainstream market in China was 404100 tons, an increase of 0900 tons, an increase of 0.07%;

5. The 400 mainstream markets in China were 116900 tons, a decrease of 4300 tons, a decrease of 3.51%;

5、 Market analysis

The recent double typhoons in the Philippines have affected the shipment of nickel ore. some ferronickel projects in Indonesia have delayed production due to the epidemic, and the supply release is less than expected. In addition, the recent sharp decline in LME inventory may also be the trigger for market concern.

Apparent consumption of stainless steel in Chinese mainland: the two quarter of 2021 was 6 million 814 thousand and 100 tons, an increase of 7.24% over the same period. From the perspective of apparent consumption, the overall supply is still relatively large. If the new capacity is available in the fourth quarter, this figure will also increase and test the ability to continuously upgrade consumption.

On September 9, Shanghai Futures Exchange issued a notice on the implementation of trading limits for some contracts of stainless steel varieties. After research and decision, it will be traded since September 14, 2021 (i.e. the night of September 13) Since, the maximum number of open positions of non futures company members and customers in stainless steel ss2110 and ss2111 contract days is 2000. The maximum number of open positions in the actual control relationship account group within a day shall be executed according to a single customer. The open positions of hedging transactions and market making transactions are not subject to this limit.

In August, the output of stainless steel crude steel was 2.8004 million tons, down 1.05%.

In October or the fourth quarter, on the one hand, the Qingshan high nickel matte incident in October may be implemented, affecting the structure of the industrial chain. On the other hand, Chinas stainless steel production will continue to be affected by the policy and tend to decline. Dual control of energy consumption and power and production restriction may become the key points of stainless steel supply in the future, but we also need to be vigilant against the potential negative effects caused by the change of import policy. Enter the golden nine silver ten After the traditional peak consumption season, the demand for stainless steel may be supported to some extent, but after the recent sharp rise in prices, the terminal consumption may be restrained, and the price of stainless steel should not catch up excessively.