1、 Raw material report:

1. Nickel: on December 8, the latest price of nickel in London was US $20165, down US $30, or 0.15%. The latest price of Shanghai nickel was 148450 yuan, up 1920 yuan, or 1.31%.   Domestic high carbon ferrochrome fecr55c1000 (50 basis) in Jiangsu, Zhejiang and Shanghai is 9300 yuan / ton.

2. Stainless steel continuous: the latest price was 16355 yuan, down 460 yuan, down 2.77%. The position was 49140 hands and the trading volume was 41270 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 18200 yuan / ton, 17600 yuan / ton of 304 / No.1; 21900 yuan / ton of 321 / No.1; 26800 yuan / ton of 316L / No.1.

Middle plate (trimming, thickness: 14-20mm, width: 1500mm) 304 material - 19800 yuan / ton, 321 material 24400 yuan / ton, 316L material 29000 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: 17600 yuan / ton for 304 material; 20900 yuan / ton for 321 hot rolling; 26700 yuan / ton for 316L hot rolling.

3、 Reference price of stainless steel pipe rod

1. [Guoqing round steel ￠ 65-130] price: 16700 yuan / ton for s30400 material, 24300 yuan / ton for 316L material, 18800 yuan / ton for TP321 material, 17600 yuan / ton for 321 material. 24400 yuan / ton for s22053 material, 37600 yuan / ton for 310S material. 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: RMB 17000 / ton for s30400 material and RMB 24600 / ton for 316L material.

3. [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.

4. [Huaxin Lihua ￠ 65-130] s30400 material: 21800 yuan / ton, 316ls material: 30100 yuan / ton, 32107 material: 24000 yuan / ton.

5. [UBS round steel ￠ 65-130] 17-4PH material 15500 yuan / ton, 347 material 23000 yuan / ton, 316Ti material 26500 yuan / ton, 1.4571 material 27500 yuan / ton, s22053 material 24800 yuan / ton, s25073 material 31000 yuan / ton, F55 material 33000 yuan / ton, 310S material 38700 yuan / ton, 317L material 31000 yuan / ton, 254SMO material 59000 yuan / ton, 904L material 61000 yuan / ton, 825 material 84000 yuan / ton, 625 material 155000 yuan / ton and 800H material 78000 yuan / ton Yuan / ton, 600 materials, 158000 yuan / ton.

6. [Zhejiang Benji heat exchange tube] 25 * 2 * 6000 cold drawn specification - 30408 material 28.6 yuan / kg; s31603 material 38 yuan / kg;

7. [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、 Output statistics of stainless steel bars

According to Mysteel statistics, the total output of bars of 15 domestic stainless steel plants in November 2121 was 181100 tons, an increase of 24700 tons over October, an increase of 15.79%, and a year-on-year decrease of 13.51%, including:

1. The output of 200 series was 3000 tons, unchanged month on month.

2. The output of 300 series was 164600 tons, an increase of 14.86% month on month.

3. The output of 400 series was 13500 tons, an increase of 33.66% month on month.

6、 Market analysis

Indonesias high matte nickel production is expected to reach 300000 metal tons / year. On November 29, grimmer said that its Indonesia qingmeibang project is planned to be put into operation at the beginning of 2022, significantly ahead of the original plan to be put into operation at the end of 2022, and the supply of nickel sulfate raw materials will be further alleviated. Norilsk and vale also plan to increase the nickel production in 2022 compared with 2021.

The downstream orders of stainless steel are reduced, the spot price is callback again and again, the acceptance of high priced raw materials is reduced, and the raw material price is under pressure. At the same time, the economy of waste stainless steel in the current market is good, which reduces the purchase demand of steel mills for ferronickel.

The power rationing of stainless steel plants began to relax. Relevant data show that the crude steel output of 32 domestic stainless steel plants in December is planned to be 2.6879 million tons, which is expected to increase by 3.45% over November, including 3 series of 1.4595 million tons, which is expected to increase by 3.98% month on month. At present, although the stainless steel output gradually recovers, the downstream demand for stainless steel is still poor, and the overall consumption is still weak.

At present, stainless steel shows a pattern of weak supply and demand. Near the end of the year, some stainless steel plants plan to overhaul and reduce production, but the consumption is also in the off-season, and the price has no upward driving force. With the gradual increase of stainless steel inventory, the price remains weak.