1、 Raw material report:

1. Nickel: on December 3, the latest price of nickel in London was US $20054, up US $101, or 0.51%. The latest price of Shanghai nickel was 148630 yuan, down 170 yuan, or 0.11%.   Domestic high carbon ferrochrome fecr55c1000 (50 basis) in Jiangsu, Zhejiang and Shanghai is 9300 yuan / ton.

2. Stainless steel continuous: the latest price is 16870 yuan, up 55 yuan, or 0.33%. The position is 46740 hands and the trading volume is 21575 hands.

3. Price of Dainan waste stainless steel

201ni ≈ 1-1.5%; 5800-6000304ni ≥ 8%; primary material 12350-12550304ni ≈ 7.6-8%; reheating material 11750-11850;

316 return material 16750-16950316ni ≥ 10%; primary material 17150-17250316l Ni ≥ 10%, Mo ≈ 2% 17350-17450;

310S Ni = 18-19% 21550-21750430cr ≈ 16% - 18%; Mn ≈ 1% - 2% 4800-4950.431 return 3100-3200

2、 Wuxi stainless steel coil reference price

1. TISCO hot rolling guide price:

300 hot rolling series: 304 material 1800 rough edge 18600 yuan / ton, 17900 yuan / ton of 304 / No.1; 21900 yuan / ton of 321 / No.1; 26800 yuan / ton of 316L / No.1.

Medium plate (trimming, thickness: 14-20mm, width: 1500mm) 304 material - 20200 yuan / ton, 321 material 24600 yuan / ton, 316L material 29400 yuan / ton.

2. Dongte hot rolling guide price: 16900 yuan / ton for 304 material 4-12mm, 17100 yuan / ton for 14mm, 17600 yuan / ton for 16mm; 26100 yuan / ton for s31603 material 4-12mm, 26500 yuan / ton for 14mm, 27000 yuan / ton for 16mm; 26800 yuan / ton for 2205 hot rolled white coil.

3. Qingshan hot rolling: 304 material 16800 yuan / ton;

4. Zhangpu guide price: 17900 yuan / ton for 304 material; 21100 yuan / ton for 321 hot rolling; 26900 yuan / ton for 316L hot rolling.

3、 Reference price of stainless steel pipe rod

1. [Guoqing round steel ￠ 65-130] price: s30400 material 17200 yuan / ton, 316L material 24800 yuan / ton, TP321 material 19300 yuan / ton, 321 material 18100 yuan / ton. S22053 material 24400 yuan / ton, 310S material 37600 yuan / ton. 304 raw pipe round steel price + 800316l raw pipe round steel price + 900321 raw pipe round steel price + 850.

2. [Delong round steel ￠ 65-130] price: 17600 yuan / ton for s30400 material and 25100 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. [Huaxin Lihua ￠ 65-130] s30400 material: 21800 yuan / ton, 316ls material: 30100 yuan / ton, 32107 material: 24000 yuan / ton.

2. [Zhejiang Benji heat exchange tube] 25 * 2 * 6000 cold drawn specification - 30408 material 29.6 yuan / kg; s31603 material 38.7 yuan / kg;

4. [Zhejiang Benji welded pipe] 219-813 * 4-6 pickling specification - 30408 material 23.3 yuan / kg; s31603 material 34.5 yuan / kg; 32168 material 29500 yuan / kg

4、 Inventory statistics of stainless steel market on December 2

According to Mysteel statistics, the total inventory in the national mainstream market was 710600 tons, a decrease of 4300 tons or 0.60% compared with last week.

1. Wuxi market 441600 tons, a decrease of 14800 tons, a decrease of 3.24%;

2. Foshan market 157000 tons, a decrease of 7100 tons, a decrease of 4.35%;

3. The total inventory of 200 Series in the national mainstream market was 119700 tons, an increase of 0700 tons, an increase of 0.59%;

4. The mainstream market in China is 444100 tons this week, a decrease of 19000 tons, a decrease of 4.10%;

5. The national mainstream market 400 is 146800 tons this week, an increase of 13900 tons, an increase of 10.49%;

5、 Stainless steel output statistics

According to Mysteel statistics, in November 2121, the crude steel output of 32 domestic stainless steel plants was 2.5998 million tons, an increase of 343200 tons month on month, an increase of 15.21%, and a year-on-year decrease of 7.03%, including:

1. The output of 200 series was 747500 tons, an increase of 22.16% month on month.

2. The output of 300 series was 1.3881 million tons, an increase of 8.43% month on month, of which the output of 304 was 1.422 million tons, an increase of 12.89% month on month; the output of 316 and 316L was 91000 tons, an increase of 6.43% month on month.

3. The output of 400 series was 464200 tons, an increase of 13.47% month on month.

In October 2121, the crude steel output of Indonesian stainless steel plants was 430000 tons, an increase of 2.38% month on month and 45.27% year-on-year. This year, the output of Indonesia soared. In the current 12 months, the output of steel plants in the country is expected to exceed 4.5 million tons. Therefore, Indonesia will surpass India to become the second largest stainless steel producer in the world.

6、 Market analysis

The Philippines is gradually entering the rainy season. In addition, Indonesia continues to insist on stopping the export of nickel ore, and the tightening of raw materials is expected to rise. It is expected to begin to appear gradually at the end of the year. At present, the output of electrolytic nickel is stable, the output of ferronickel is lack of growth, and the tight supply situation still exists. The power restriction of stainless steel in the downstream slows down, and the output has increased. However, the demand of new energy industry is poor, and the removal of domestic inventory slows down. However, recently, the The price fell and the willingness to inquire downstream increased.

At present, the performance of stainless steel supply and demand is weak. After the stainless steel plants resume production one after another, there is no positive driving force in the short term. With the seasonal weakening of consumption, the stainless steel inventory gradually rises, and the price may remain weak. However, due to the extremely low level of futures warehouse receipts, the immediate profits of the stainless steel plants are in a state of loss, so the current price should not be excessively short.

U.S. Treasury Secretary Yellen said on the 2nd that since the emergence of delta strain at the beginning of this year has led to a serious slowdown in the U.S. economy and has not been completely solved so far, the Omicron mutant strain may exacerbate supply chain problems and curb demand, thus slowing down global economic growth. Under the influence of the epidemic, supply chain conditions occur frequently, breaking the balance between supply and demand in the market It will lead to inflation during the period. When the new strain strikes, the economic growth will be greatly reduced and the procurement will be reduced, which will be bad for the steel price in the medium and long term.