1、 Raw material report:

1. Nickel: on March 2, the latest price of nickel in London was US $25355, up US $1073, or 4.42%. The latest price of Shanghai nickel was 179100 yuan, up 3290 yuan, or 1.87%. The domestic high-carbon ferrochrome fecr55c1000 (50 basis) in Jiangsu, Zhejiang and Shanghai was 9000 yuan / 50 basis ton, and the ferromolybdenum femo60 in Shanghai was 165500 yuan / ton, down 1000 yuan.

2. Stainless steel continuous: the latest price is 17615 yuan, down 60 yuan, down 0.34%. The position is 54747 and the trading volume is 41854.

3. Price of Dainan waste stainless steel

201Ni≈1-1.5% 7050-7250，304Ni≥8％； Primary material 12600-12800304ni ≈ 7.6-8%; Return material 12100-12300;

316 return material 17650-17850316ni ≥ 10%; Grade I material 18150-18250316l, Ni ≥ 10%, Mo ≈ 2%, 18050-18250;

310S Ni=18-19% 22250-22650，430Cr≈16%-18%； Mn ≈ 1% - 2% 5250-5400431 return material 4000-4100.

2、 Wuxi stainless steel coil reference price

1. TISCO hot rolling guide price:

300 hot rolling series: 304 material 1800 rough edge 20550 yuan / ton, 304 / No.1 20000 yuan / ton; 24000 yuan / ton of 321 / No.1; 29400 yuan / ton of 316L / No.1.

Medium plate (trimming, thickness: 14-20mm, width: 1500mm) 304 material - 21100 yuan / ton, 321 material 26000 yuan / ton, 316L material 30300 yuan / ton.

2. Dongte hot rolling guide price: 19400 yuan / ton for 304 material 4-12mm, 19600 yuan / ton for 14mm and 20100 yuan / ton for 16mm; S31603 material: 28900 yuan / ton for 4-12mm, 29300 yuan / ton for 14mm and 29800 yuan / ton for 16mm; 2205 hot rolled white coil 28500 yuan / ton.

3. Qingshan hot rolling: 304 material 18400 yuan / ton;

4. Zhangpu guide price: 19500 yuan / ton for 304 materials; 321 hot rolling 22200 yuan / ton; 316L hot rolling 28700 yuan / ton.

3、 Reference price of stainless steel pipe rod

1. [Qingshan round steel ￠ 65-130] price s30400, material 17700 yuan / ton,; 316L material (sealing plate) 26300 yuan / ton, TP321 material 20100 yuan / ton, 321 material 18900 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 25100 yuan / ton, 310S material 40400 yuan / ton.

3. [Delong round steel ￠ 65-130] price: 17600 yuan / ton for s30400 material and 26200 yuan / ton for 316L material.

4. [Yongxing bar ￠ 65-130 tube blank] 304 material 21000 yuan / ton, TP321 material 24000 yuan / ton, 316L material 31500 yuan / ton, 316gb material 35200 yuan / ton, s2205 material 29800 yuan / ton.

5. [Huaxin Lihua ￠ 65-130] s30400 material: 21300 yuan / ton, 316ls material: 30700 yuan / ton, 32107 material: 23700 yuan / ton.

6. [UBS round steel ￠ 65-130] 17-4PH material 16500 yuan / ton, 347 material 24000 yuan / ton, 316Ti material 28300 yuan / ton, 1.4571 material 29500 yuan / ton, 317L material 33000 yuan / ton, s22053 material 25800 yuan / ton, s25073 material 33000 yuan / ton, F55 material 35500 yuan / ton, 310S material 41500 yuan / ton, 254SMO material 62000 yuan / ton, 904L material 62500 yuan / ton, 825 material 90000 yuan / ton, 400 material 180000 yuan / ton, 625 material 170000 yuan / ton, 800H material 65000 yuan / ton, 600 material 158000 yuan / ton.

7. [reference price of Zhejiang Benji pipe]

Stainless steel seamless pipe 30408 material, specification 25 * 2 * 6000 cold drawn pipe, pickling and weighing delivery - 30.2 yuan / kg;

Stainless steel seamless pipe s31603 material, specification 25 * 2 * 6000 cold drawn pipe, pickling and weighing delivery - 40.6 yuan / kg;

Stainless steel seamless pipe s32168 material, specification 25 * 2 * 6000 cold drawn pipe, pickling and weighing delivery - 33.3 yuan / kg;

Stainless steel welded pipe 30408 material, specification 219-813 * 4-6, pickling and weighing delivery - 25.8 yuan / kg;

Stainless steel pickling material: s3.3-2193-1603 kg, delivery specification: stainless steel pipe;

Stainless steel welded pipe 32168 material, specification 219-813 * 4-6, pickling and weighing delivery - 30.6 yuan / kg;

4、 Market analysis

In terms of nickel, from the perspective of supply and demand, the price at the ore end is strong, the supply in the rainy season in the Philippines is declining, and the cost is high, which has cost support for nickel pig iron. In terms of ferronickel, the cost support is strong. Due to the requirements of the Winter Olympic Games, the ferronickel plant in Shandong continues to reduce the load production in February, and the ferronickel price is relatively strong. The electrolytic nickel price has become the strongest member in the nickel industry chain. Due to the continuous destocking at home and abroad and the high rise of water at home and abroad, the nickel price has continued to reach a new high.

According to the Ministry of industry and information technology, this year will focus on meeting the production needs of power batteries, moderately accelerate the development progress of domestic lithium, nickel and other resources, and crack down on unfair competition such as hoarding and raising prices. Yesterday, the transaction in refined nickel spot market was still cold, and the spot premium fell all the way due to abundant spot resources.

In terms of stainless steel, the spot quotation of stainless steel continues to rise after the Spring Festival. In terms of raw materials, ferronickel has strong cost support. Due to the rising price of chrome ore in South Africa, the cost of high-carbon ferrochrome has moved up, and the community control of Baise, Guangxi, has been lifted in an orderly manner. The local shutdown enterprises are expected to resume production after 18 days. On the whole, ferrochrome has a strong short-term operation. In terms of supply, affected by the Winter Olympics, three steel mills have reduced production to varying degrees, and the output of stainless steel in February is expected to decline month on month. In terms of inventory, on February 24, the total inventory of stainless steel in the national mainstream market was 840147 tons, an increase of 18020 tons over the previous period, or 2.19%. The overall inventory of stainless steel showed accumulation, but the accumulation range was less than expected. In terms of stainless steel pipes, the inventory of common specifications is insufficient, and the shortage is obvious. It is expected that due to the strong cost support of raw materials, stainless steel will maintain a high and volatile operation in the short term.

Stainless steel futures prices continued to fall yesterday, and steel mills fell into a state of loss under the current futures prices. Recently, the price of raw materials purchased by stainless steel plants is at a high level, which supports the cost of stainless steel. In March, the supply and demand of stainless steel were booming, and the output showed an expansion trend. However, with the delay of consumption after the Spring Festival and the macro policy of domestic warming, the consumption of stainless steel in March is still worth looking forward to.