1、 Raw material report:

1. Nickel: on December 20, the latest price of nickel in London was $19349, up $9, or 0.05%. The latest price of Shanghai nickel was 142530 yuan, down 2370 yuan, or 1.64%. Domestic high carbon ferrochrome fecr55c1000 (50 basis) made in Jiangsu, Zhejiang and Shanghai is 9100 yuan / ton, and that of Shanghai ferromolybdenum femo60 is 153500 yuan / ton.

2. Stainless steel continuous: the latest price is 16140 yuan, up 95 yuan, up 0.59%. The position is 59568 hands and the trading volume is 36064 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 rough edge 17200 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: 16800 yuan / ton for 304 material 4-12mm, 17000 yuan / ton for 14mm and 17500 yuan / ton for 16mm; S31603 material: 25900 yuan / ton for 4-12mm, 26300 yuan / ton for 14mm and 26800 yuan / ton for 16mm; 2205 hot rolled white coil 26500 yuan / ton.

3. Qingshan hot rolling: 304 material 16600 yuan / ton;

4. Zhangpu guide price: 17100 yuan / 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: s30400 material 16000 yuan / ton, 316L material 24100 yuan / ton, TP321 material 18400 yuan / ton, 321 material 17200 yuan / ton. 304 raw pipe round steel price + 800316l raw pipe round steel price + 900321 raw pipe round steel price + 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: 15900 yuan / ton for s30400 material and 24200 yuan / 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 19600 yuan / ton, 316ls material 38100 yuan / ton, 32107 material 21700 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, 317L material 30300 yuan / ton, s22053 material 24300 yuan / ton, s25073 material 30500 yuan / ton, F55 material 32500 yuan / ton, 310S material 38200 yuan / ton, 254SMO material 58500 yuan / ton, 904L material 60500 yuan / ton, 825 material 84000 yuan / ton, 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 678900 tons, down 18100 tons from last week, a decrease of 2.60%.

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 113700 tons, a decrease of 0300 tons, an increase of 0.28%;

4. The mainstream market in China is 417100 tons this week, a decrease of 5600 tons, a decrease of 3.65%;

5. The national mainstream market 400 is 148000 tons this week, an increase of 6900 tons, a decrease 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、 Import and export

According to Mysteel statistics, in October 2021, the total domestic stainless steel export was about 318000 tons, a month on month decrease of 51500 tons, a decrease of 13.94%; Year on year increase of 33500 tons, an increase of 11.78%. From January to October 2021, the total domestic export of stainless steel was 3.6238 million tons, a year-on-year increase of 935300 tons, an increase of 34.79%. In October, the export volume decreased month on month, mainly because the hot-rolled coil with width ≥ 600mm decreased by 52400 tons month on month, a decrease of 47.38%.

Among them, the export volume of stainless steel seamless pipe in October was 17622 tons (20525 tons in the previous month), a month on month decrease of 14.15%; the export volume of stainless steel welded pipe in October was 15666 tons (14422 tons in the previous month), a month on month increase of 8.62%;

6、 Market analysis

This week, the national social inventory of 300 series stainless steel decreased by 12800 tons to 417200 tons, a decrease of 2.98%, of which the cold and hot rolling decreased simultaneously. Recently, the sentiment in the stainless steel market has warmed up, the futures price has continued to rise slightly, the spot price has also rebounded, the downstream purchase is moderate, and the transaction is better than that in the early stage.

At present, stainless steel shows a pattern of weak supply and demand. In December, in order to meet the annual output target, the stainless steel plant continues to produce at a loss. It is expected that production reduction and maintenance may begin in January. However, consumption is also in the off-season near the Spring Festival, and the price has no upward driving force. Pessimistic future expectations lead to continued pressure on the price.