1、 Raw material report:

1. Nickel: on January 6, the latest price of nickel in London was US $20673, down US $464, or 2.20%. The latest price of Shanghai nickel was 151720 yuan, down 1740 yuan, or 1.73%. Domestic high carbon ferrochrome fecr55c1000 (50 basis) in Jiangsu, Zhejiang and Shanghai was 8300 yuan / 50 basis ton, down 150 yuan. Shanghai ferromolybdenum femo60 156500 yuan / ton, up 1000 yuan.

2. Stainless steel continuous: the latest price was 17070 yuan, down 195 yuan, down 1.13%. The position is 61535 and the trading volume is 19304.

3. Price of Dainan waste stainless steel

201Ni≈1-1.5% 6400-6600，304Ni≥8％； Primary material 12150-12350304ni ≈ 7.6-8%; Return material 11650-11750;

316 return material 17200-17400316ni ≥ 10%; Grade I material 17700-17800316l, Ni ≥ 10%, Mo ≈ 2%, 17600-17800;

310S Ni=18-19% 21800-22000，430Cr≈16%-18%； Mn ≈ 1% - 2% 4600-4750431 return 3200-3300.

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, 304 / No.1 17900 yuan / ton; 22000 yuan / ton of 321 / No.1; 26900 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: 17600 yuan / ton for 304 material 4-12mm, 17800 yuan / ton for 14mm and 18300 yuan / ton for 16mm; S31603 material: 26100 yuan / ton for 4-12mm, 26500 yuan / ton for 14mm and 27100 yuan / ton for 16mm; 2205 hot rolled white coil 26000 yuan / ton.

3. Qingshan hot rolling: 304 material 17300 yuan / ton;

4. Zhangpu guide price: 17700 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: 16200 yuan / ton for s30400 material, 24100 yuan / ton for 316L material, 18600 yuan / ton for TP321 material and 17400 yuan / ton for 321 material. 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 23800 yuan / ton, 310S material 37000 yuan / ton.

3. [Delong round steel ￠ 65-130] price: 16000 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 19000 yuan / ton, 316ls material 27300 yuan / ton, 32107 material 21200 yuan / ton.

6. [UBS round steel ￠ 65-130] 17-4PH material 15500 yuan / ton, 347 material 22200 yuan / ton, 316Ti material 25800 yuan / ton, 1.4571 material 26800 yuan / ton, s22053 material 24300 yuan / ton, s25073 material 31000 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, 400 material 180000 yuan / ton, 825 material 84000 yuan / ton, 625 material 155000 yuan / ton, 800H material 78000 yuan / ton, 600 material 158000 yuan / ton.

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 24 yuan / kg; S31603 material: 33.5 yuan / kg; 32168 material 29600 yuan / kg

4、 Inventory statistics of stainless steel market on December 30

According to Mysteel statistics, the total inventory in the national mainstream market was 565900 tons, a decrease of 46100 tons or 7.53% compared with last week.

1. Wuxi market 380700 tons, a decrease of 46900 tons, a decrease of 10.97%;

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 95200 tons, a decrease of 5000 tons or 4.99%;

4. The national mainstream market 300 is 344600 tons this week, a decrease of 28800 tons, a decrease of 7.71%;

5. Chinas mainstream market 400 is 126000 tons this week, a decrease of 12300 tons, a decrease of 8.88%;

5、 Market analysis

Recently, the Philippine government said it would lift the ban on open-pit mining and may increase the supply of nickel ore in the long term. However, at present, the Philippines has entered the rainy season, the downward trend of nickel ore supply remains unchanged, and the price of nickel ore has begun to rise. At present, the output of electrolytic nickel at the supply side remains stable, and the output of ferronickel lacks growth.

The total stainless steel inventory in the national mainstream market fell to 565900 tons, down 46100 tons from last week, a decrease of 7.53%. Recently, with the recovery of market sentiment and approaching the end of the year, the downstream replenishment is appropriate, and the spot transaction is improved, which supports the price. However, after the price continues to rebound, the profit situation of the industrial chain is improved compared with that in the early stage, there are more new capacity in the middle line, and the short-term price may not continue to catch up.

In January, stainless steel showed a pattern of weak supply and demand, and the price driving force was not obvious. The stainless steel price was suppressed by new production capacity and supported by cost. In January, it may maintain a volatile trend.