1、 Raw material report:

1. Nickel: on October 15, the latest price of nickel in London was $19390, up $96, or 0.50%. The latest price of Shanghai nickel was 145610 yuan, up 1950 yuan, or 1.36%.   Shanghai ferrochrome fecr55c1000 (50 basis) 10800 yuan / ton, down 200 yuan.

2. Stainless steel continuous: the latest price is 20505 yuan, up 435 yuan, or 2.17%. The position is 40050 hands and the trading volume is 62318 hands.

3. Price of Dainan waste stainless steel

201 Ni ≈ 1-1.5% 6050-6250304 Ni ≥ 8%; primary material 12900-13100304 Ni ≈ 7.6-8%; return material 12300-12400;

316 return material 17300-17500, Ni ≥ 10%; primary material 17700-17800316l, Ni ≥ 10% Mo ≈ 2% 17900-18100;

310S Ni = 18-19% 22100-22300430 Cr ≈ 16% - 18%; Mn ≈ 1% - 2% 5050-5200431 return material 2950-3050.

2、 Wuxi stainless steel coil reference price

1. TISCO hot rolling guide price:

300 hot rolling series: 304 material 1800 burr 21400 yuan / ton, 304 / No.1 20800 yuan / ton; 321 / No.1 23600 yuan / ton; 316L / No.1 29200 yuan / ton.

Medium plate (trimming, thickness: 14-20mm, width: 1500mm) 304 material - 22000 yuan / ton, 321 material 25600 yuan / ton, 316L material 31100 yuan / ton.

2. Dongte hot rolling guide price: 20600 yuan / ton for s30403 material 4-12mm, 20800 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; 29000 yuan / ton for 2205 hot rolled white coil.

3. Qingshan hot rolling: 304 material 20200 yuan / ton;

4. Zhangpu guide price: 21000 yuan / ton for 304 material; 23500 yuan / ton for 321 hot rolling; 29200 yuan / ton for 316L hot rolling.

3、 Reference price of stainless steel pipe rod

1. [Qingshan round steel ￠ 65-130] price: 19100 yuan / ton for s30400 material, 26900 yuan / ton for 316L material, 21700 yuan / ton for TP321 material and 20500 yuan / ton for 321 material.

2. [Delong round steel ￠ 65-130] price: 18500 yuan / ton for s30400 material and 26300 yuan / ton for 316L material.

2. [Yongxing bar ￠ 65-130 tube blank] 304 material 21000 yuan / ton, TP321 material 23900 yuan / ton, 316L material 30500 yuan / ton, 316gb material 33700 yuan / ton, s2205 material 29300 yuan / ton.

3. [Anhui Fukai] 19300 yuan / ton for TP304 material ￠ 150-250, 27000 yuan / ton for TP316L material ￠ 150-250, 26500 yuan / ton for s2205 material ￠ 65-130, 65000 yuan / ton for 904L material ￠ 65-130, 32000 yuan / ton for S32750 material ￠ 65-130, and 39000 yuan / ton for 310S material (inquiry).

4. [Huaxin Lihua ￠ 65-130] s30400 material is 20200 yuan / ton, 316ls material is 27900 yuan / ton, and 32107 material is 22400 yuan / ton.

2. [Zhejiang Benji heat exchange tube] 25 * 2 * 6000 cold drawn specification - 30408 material 31.6 yuan / kg; s31603 material 41 yuan / kg;

4. [Zhejiang Benji welded pipe] 219-813 * 4-6 pickling specification - 30408 material 27 yuan / kg; s31603 material 37.9 yuan / kg; 32168 material 33.5 yuan / kg

4、 Stainless steel inventory statistics

According to Mysteel statistics, on October 14, the total inventory of stainless steel in the national mainstream market was 697000 tons, a decrease of 27500 tons or 3.80% compared with last week.

1. Wuxi market 444100 tons, a decrease of 11100 tons, a decrease of 2.44%;

2. Foshan market was 175700 tons, a decrease of 11300 tons, a decrease of 6.03%;

3. The total inventory of 200 Series in the national mainstream market was 159100 tons, a decrease of 70000 tons or 4.18%;

4. The mainstream market in China is 404100 tons this week, a decrease of 7900 tons, a decrease of 1.91%;

5. The national mainstream market 400 is 133800 tons this week, a decrease of 12700 tons, a decrease of 3.80%;

5、 Market analysis

Affected by the novel coronavirus pneumonia and the double export of Indonesias ban on nickel exports, the total output of nickel ore in the world in 2020 was 2 million 500 thousand tons, down 4.2% compared to the same period in the previous year. Indonesia and Philippines are the major producers of nickel in the world. The two position in the worlds nickel supply has made the nickel industry policy have a greater impact on the global supply.

Indonesia intends to restrict the export of raw ores. Relying on its resource advantages, policy support and the introduction of foreign enterprises, Indonesia has formed an industrial cluster, which is expected to become the center of the global nickel industry chain. Due to the low grade of nickel ore in the Philippines and the impact of rainy season climate, nickel ore is mainly used for export, and it is also the main importer of nickel ore in China. In the future, China will accelerate the exploration and development of nickel ore and encourage Qingshan Chinese enterprises led by Indonesia have made win-win cooperation, accelerated the layout of high-quality nickel resources, improved ferronickel smelting technology and helped develop new energy industry.

Recently, there has been a limited film, and the supply and demand of stainless steel are weak. At present, the spot supply of 304 stainless steel is still not abundant, the futures warehouse receipts are also at a historical low, and the low inventory status improves the elasticity of price rise. Although some steel mills resume production recently, in the future, double control of energy consumption and power and production restriction may become an important factor on the supply side of stainless steel. Power and production restriction may occur repeatedly, while the demand side Limited movie sound may only be a short-term phenomenon.

The reduction of supply has brought strong support to the price of stainless steel. However, because the downstream consumption largely depends on the change of price, the weak consumption also limits the excessive rise of price. Therefore, stainless steel is suitable for bargain hunting rather than excessive pursuit.