1、 Raw material report:

1. Nickel: on September 23, the latest price of nickel in London was US $19053, up US $224, or 1.19%. The latest price of Shanghai nickel was 144300 yuan, up 150 yuan, or 0.10%.   Shanghai ferrochrome fecr55c1000 (50 basis) 10125 yuan / ton.

2. Stainless steel continuous: the latest price is 22140 yuan, up 480 yuan, or 2.22%. The position is 46966 hands and the trading volume is 99418 hands.

3. Price of Dainan waste stainless steel

201 Ni ≈ 1-1.5% 6250-6450304 Ni ≥ 8%; primary material 13000-13200304 Ni ≈ 7.6-8%; return material 12400-12500;

316 return material 17400-17600, Ni ≥ 10%; primary material 17800-17900316l, Ni ≥ 10% Mo ≈ 2% 18000-18200;

310S Ni = 18-19% 22200-22400430 Cr ≈ 16% - 18%; Mn ≈ 1% - 2% 5250-5400431 return 3350-3450.

2、 Wuxi stainless steel coil reference price

1. TISCO hot rolling guide price:

300 hot rolling series: 304 material 1800 burr 22300 yuan / ton, 304 / No.1 21600 yuan / ton; 321 / No.1 24000 yuan / ton; 316L / No.1 29600 yuan / ton.

Medium plate (trimming, thickness: 14-20mm, width: 1500mm) 304 material - 22200 yuan / ton, 321 material 25600 yuan / ton, 316L material 31100 yuan / ton.

2. Dongte hot rolling guide price: 20900 yuan / ton for s30403 material 4-12mm, 21100 yuan / ton for 14mm, 21600 yuan / ton for 16mm; 29500 yuan / ton for s31603 material 4-12mm, 29900 yuan / ton for 14mm, 30400 yuan / ton for 16mm; 26500 yuan / ton for 309S hot rolled white coil, 37800 yuan / ton for 310S hot rolled white coil, 28000 yuan / ton for 2205 hot rolled white coil, and 32000 yuan / ton for 317L material.

3. Qingshan hot rolling: 304 material, 20800 yuan / ton;

4. Zhangpu guide price: 21400 yuan / ton for 304 material; 23300 yuan / ton for 321 hot rolling; 29100 yuan / ton for 316L hot rolling.

3、 Reference price of stainless steel pipe rod

1. [Qingshan round steel ￠ 65-130] was sealed. On September 15, the price was 17700 yuan / ton for s30400 material, 25500 yuan / ton for 316L material, 20400 yuan / ton for TP321 material and 19200 yuan / ton for 321 material.

2. [Yongxing bar ￠ 65-130] 304 material 20200 yuan / ton, TP321 material 23100 yuan / ton, 316 material 29500 yuan / ton, 316L material 32500 yuan / ton, s2205 material 28500 yuan / ton.

3. [Anhui Fukai ￠ 65-130] s2205 material 25500 yuan / ton, 904L material 64000 yuan / ton, S32750 material 31500 yuan / ton, 310S material 38000 yuan / ton.

4. [Huaxin Lihua ￠ 65-130] s30400 material 19600 yuan / ton, 316ls material 27300 yuan / ton, 32107 material 21800 yuan / ton.

2. [Zhejiang Benji heat exchange tube] 25 * 2 * 6000 cold drawn specification - 30408 material 31 yuan / kg; s31603 material 40.5 yuan / kg;

4. [Zhejiang Benji welded pipe] 219-813 * 4-6 pickling specification - 30408 material 27.3 yuan / kg; s31603 material 37.9 yuan / kg; 32168 material 34 yuan / kg

4、 Stainless steel inventory statistics

According to Mysteel statistics: on September 16, the total inventory of stainless steel in the national mainstream market was 747100 tons, an increase of 30100 tons over last week, an increase of 4.19%.

1. Wuxi market 458100 tons, an increase of 21700 tons, an increase of 4.96%;

2. Foshan market was 193300 tons, a decrease of 14400 tons, a decrease of 6.93%;

3. The total inventory of 200 Series in the national mainstream market was 186300 tons, a decrease of 9700 tons or 4.97%;

4. 300 is 404400 tons this week, an increase of 0300 tons, an increase of 0.06%;

5. 400 is 156500 tons this week, an increase of 39500 tons, an increase of 33.81%;

5、 August national stainless steel crude steel output

In this month, the national crude steel output was 2.8004 million tons, a decrease of 29800 tons or 1.05% over the previous month, including:

1. 200 is 823300 tons, an increase of 18400 tons over the previous month, an increase of 2.29%;

2. 300 is 1476300 tons, a decrease of 44200 tons or 2.91% over the previous month;

3. 400 is 50800 tons, a decrease of 4000 tons or 0.79% over the previous month;

6、 Market analysis

Affected by the recent dual control of energy and Indonesias control of ferronickel exports, stainless steel continued to rise wildly. The exchange intervened in futures trading in the previous period. Recently, it was informed that after research and decision, from the trading on September 23 (i.e. the night trading on September 22), the handling fee for closing the current position of stainless steel futures within 2110 and 2111 contract days was adjusted to 18 yuan / hand.

This week, the main contract of stainless steel futures broke through 20000 yuan / ton again, reaching a new high since listing. At present, the production of ferronickel and stainless steel in the upstream and downstream of the industrial chain is limited, and the situation of production restriction is increasing. Since September, there have been continuous news about the production restriction of stainless steel plants around the country. Due to the strengthening of energy consumption and dual control, Guangxi has imposed production restriction requirements on local iron and steel enterprises, and Jiangsu has also issued a notice on it Due to the requirements of nickel production enterprises to control energy consumption, the market is worried about the supply of ferronickel and stainless steel.

Before the festival, the price of futures stainless steel soared continuously because of limited production and power supply. At that time, the spot stainless steel knew later and did not follow up much. After the festival, the price of stainless steel in large manufacturers increased sharply yesterday due to limited production and shortage. When Qingshan futures opened in October, Hongwang and Yongjin 304 rose 2500 yuan / ton, Wuxi Delong 304 cold rolling rose 1600 yuan / ton, Zhangpu rose 400-1000 yuan / ton! Dongte rose 100 Yuan / ton! Businesses also have to follow up. The short-term limited production limit film is ringing, and it is expected that the trend of stainless steel is still strong in the short term.

The market is worried about reducing the demand for raw materials after the production of stainless steel is limited. On the fundamentals, the price of nickel ore remains strong, and the transaction price of ferronickel rises to 1480 yuan / nickel. There is strong support at the bottom. The current tight supply and strong consumption are the driving forces to promote the rise of nickel. Superimposed on the continuous decline of overseas nickel dominant inventory, the supply and demand of nickel market performs better.

The price of stainless steel in Shanghai continues to rise today, mainly due to the overweight of production restriction. In terms of fundamentals, the price of ferronickel remains high, the profit of stainless steel is low, and the downward space is limited. Local production restriction policies have a certain support for the price. Dual control of energy consumption and power restriction and production restriction have become the focus of stainless steel supply.