1、 Raw material report:

1. Nickel: on December 14, the latest price of nickel in London was US $19738.5, down US $7.5, or 0.04%. The latest price of Shanghai nickel was 143600 yuan, down 1270 yuan, or 0.88%. Domestic high carbon ferrochrome fecr55c1000 (50 basis) made in Jiangsu, Zhejiang and Shanghai is 9100 yuan / ton, and that of Shanghai ferromolybdenum femo60 is 150500 yuan / ton.

2. Stainless steel continuous: the latest price is 16015 yuan, up 280 yuan, up 1.78%. The position is 43892 hands and the trading volume is 14636 hands.

3. Price of Dainan waste stainless steel

201Ni≈1-1.5% 5700-5900，304Ni≥8％； Primary material 12250-12450304ni ≈ 7.6-8%; Return material 11650-11750;

316 return material 16650-16850316ni ≥ 10%; Grade I material 17050-17150316l, Ni ≥ 10%, Mo ≈ 2%, 17250-17350;

310S Ni=18-19% 21450-21650，430Cr≈16%-18%； Mn ≈ 1% - 2% 4700-4850431 return 3100-3200.

2、 Wuxi stainless steel coil reference price

1. TISCO hot rolling guide price:

300 hot rolling series: 304 material 1800 burr 17600 yuan / ton, 304 / No.1 17200 yuan / ton; 21900 yuan / ton of 321 / No.1; 26800 yuan / ton of 316L / No.1.

Medium plate (trimming, thickness: 14-20mm, width: 1500mm) 304 material - 18900 yuan / ton, 321 material 24100 yuan / ton, 316L material 28100 yuan / ton.

2. Dongte hot rolling guide price: 16400 yuan / ton for 304 material 4-12mm, 16600 yuan / ton for 14mm and 17100 yuan / ton for 16mm; S31603 material: 25800 yuan / ton for 4-12mm, 26200 yuan / ton for 14mm and 26700 yuan / ton for 16mm; 2205 hot rolled white coil 26800 yuan / ton.

3. Qingshan hot rolling: 304 material 16100 yuan / ton;

4. Zhangpu guidance price: RMB 17000 / ton for 304 materials; 321 hot rolling 20700 yuan / ton; 316L hot rolling: 26300 yuan / ton.

3、 Reference price of stainless steel pipe rod

1. [Qingshan round steel ￠ 65-130] price: 15800 yuan / ton for s30400 material, 24100 yuan / ton for 316L material, 18200 yuan / ton for TP321 material and 17000 yuan / ton for 321 material. Price of 304 raw pipe round steel + 800316l raw pipe round steel + 900321 raw pipe round steel + 850.

2. [Guoqing special round steel ￠ 65-130] s22053 material 23700 yuan / ton, 310S material 36900 yuan / ton.

3. [Delong round steel ￠ 65-130] price: RMB 17000 / ton for s30400 material and RMB 24600 / ton for 316L material.

4. [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.

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

6、 [UBS round steel ￠ 65-130] 17-4PH material 15500 yuan / ton, 347 material 21900 yuan / ton, 316Ti material 25800 yuan / ton, 1.4571 material 26800 yuan / ton, s22053 material 24300 yuan / ton, s25073 material 30500 yuan / ton, F55 material 32500 yuan / ton, 310S material 38200 yuan / ton, 317L material 30300 yuan / ton, 254SMO material 58500 yuan / ton, 904L material 60500 yuan / ton, 825 material 84000 yuan / ton and 625 material 15500 yuan / ton 0 yuan / ton, 78000 yuan / ton for 800H material, 158000 yuan / ton for 600 material.

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

8. [Zhejiang Benji welded pipe] 219-813 * 4-6 pickling specification - 30408 material 22.8 yuan / kg; s31603 material 33.2 yuan / kg; 32168 material 28700 yuan / kg

4、 Inventory statistics of stainless steel market on December 9

According to Mysteel statistics, the total inventory in the national mainstream market was 697000 tons, a decrease of 13600 tons or 1.92% compared with last week.

1. Wuxi market 435300 tons, a decrease of 6300 tons, a decrease of 1.42%;

2. Foshan market 148000 tons, a decrease of 90000 tons, a decrease of 5.75%;

3. The total inventory of 200 Series in the national mainstream market was 113400 tons, a decrease of 6400 tons or 5.32%;

4. The mainstream market in China is 430000 tons this week, a decrease of 14100 tons, a decrease of 3.18%;

5. The national mainstream market 400 is 153600 tons this week, an increase of 6900 tons, an increase of 4.66%;

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

According to Qingshan industrial news, on December 8, Qingshan high nickel matte in Indonesia was officially put into operation. After the news came out yesterday, the nickel price fell intraday. However, the new production capacity of high nickel matte was put into operation as early as the market expected, and the market reaction was relatively calm. Nickel prices fell slightly yesterday, and transactions in the spot market were weak. With the accelerated production of high matte nickel and wet production capacity, nickel prices may usher in a phased downward market.

In the medium and long term of next year, Indonesias nickel is still profitable, its production capacity continues to be large, and it also makes a great supplement to nickel sulfate raw materials; The macro leading and new energy policy subsidies decline, and the demand expectation is more cautious. Therefore, it has become a consensus to reduce the price expectation at the end of the year.

Recently, the price of stainless steel continues to fall, the price of cold and hot rolling hangs upside down, and the stainless steel plant has a large loss. It is expected that the short-term price will maintain a weak operation, but the downward space is relatively limited for the time being. At present, stainless steel shows a pattern of weak supply and demand. In January, some stainless steel plants planned to overhaul and reduce production, but the consumption is also in the off-season, and the price has no upward driving force. Under the pressure of inventory, the price continues to be under pressure.