1、 Raw material report:

1. Nickel: on April 6, the three-month closing price of London nickel was US $33467, up US $118, or 0.35%. The latest price of Shanghai nickel was 219010 yuan, down 1440 yuan, or 0.65%. Domestic high-carbon ferrochrome fecr55c1000 (50 basis) in Jiangsu, Zhejiang and Shanghai was 9500 yuan / 50 basis ton, and that of Shanghai ferromolybdenum femo60 was 179400 yuan / ton, up 1300.

2. Stainless steel continuous: the latest price is 20625 yuan, up 90 yuan, up 0.44%. The position is 47877 and the trading volume is 45717.

3. Price of Dainan waste stainless steel

201Ni≈1-1.5%7550-7850，，304Ni≥8％； Primary material 13100-13300304ni ≈ 7.6-8%; Return material 12600-12800;

316 return material 18150-18350316ni ≥ 10%; Grade I material 18350-18750316l, Ni ≥ 10%, Mo ≈ 2%, 18550-18750;

310S Ni=18-19% 22750-22950，430Cr≈16%-18%； Mn ≈ 1% - 2% 5750-5900431 return material 4300-4500.

2、 Wuxi stainless steel coil reference price

1. TISCO hot rolling guide price:

300 hot rolling series: 304 material 1800 rough edges 22500 yuan / ton; 21600 yuan / ton of 304 / No.1; 25700 yuan / ton of 321 / No.1; 31700 yuan / ton of 316L / No.1.

Medium plate (trimming, thickness: 14-20mm, width: 1500mm) 304 material - 23500 yuan / ton, 321 material 27700 yuan / ton, 316L material 33500 yuan / ton.

2. Dongte hot rolling guide price: 20500 yuan / ton for 304 material 4-12mm and 20700 yuan / ton for 14mm; 21200 yuan / ton for 16mm; 316L material: 30800 yuan / ton for 4-12mm and 31200 yuan / ton for 14mm; 31700 yuan / ton for 16mm; 2205 hot rolled white coil 30600 yuan / ton.

3. Qingshan hot rolling: 304 material 20100 yuan / ton;

4. Zhangpu guidance price;: 304 material 20700 yuan / ton, 321 hot rolling 24200 yuan / ton; 316L hot rolling 30700 yuan / ton.

3、 Reference price of stainless steel pipe rod

1. [may futures price of Qingshan round steel ￠ 65-130] price s30400, material 19400 yuan / ton,; 316L material 29000 yuan / ton, TP321 material 21900 yuan / ton, 321 material 20700 yuan / ton. 304 raw pipe round steel price + 800316l raw pipe round steel price + 900321 raw pipe round steel price + 850.

2. [may futures price of Guoqing special round steel ￠ 65-130] s22053 material 27800 yuan / ton, 310S material 45400 yuan / ton.

3. [Delong round steel ￠ 65-130] price s30400 material 20000 yuan / ton, 316L material 29500 yuan / ton.

4. [Yongxing bar ￠ 65-130] 304 material 22800 yuan / ton, TP321 material 26400 yuan / ton, 316L material 35000 yuan / ton, 316gb material 39600 yuan / ton, s2205 material 32500 yuan / ton.

5. [Huaxin Lihua ￠ 65-130] s30400 material: 23300 yuan / ton, 316ls material: 32800 yuan / ton, 32107 material: 25800 yuan / ton.

6. [Xinchen round steel ￠ 65-130 price negotiation] 17-4PH material 16500 yuan / ton, 347 material 24000 yuan / ton, 316Ti material 28000 yuan / ton, 1.4571 material 29500 yuan / ton, 317L material 33000 yuan / ton, s22053 material 25800 yuan / ton, s25073 material 32800 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, 718 material 150000 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 - 32.6 yuan / kg;

Stainless steel cold drawn pipe, material: s344 * 3.5 kg, delivery specification: stainless steel seamless pipe;

Stainless steel seamless pipe s32168 material, specification 25 * 2 * 6000 cold drawn pipe, pickling and weighing delivery - 36 yuan / kg;

Stainless steel welded pipe 30408 material, specification 219-813 * 4-6, pickling and weighing delivery - 27.5 yuan / kg;

Stainless steel welded pipe s31603 material, specification 219-813 * 4-6, pickling and weighing delivery - 39.6 yuan / kg;

Stainless steel welded pipe 32168 material, specification 219-813 * 4-6, pickling and weighing delivery - 33.7 yuan / kg;

4、 Market analysis

Recently, affected by the Lun nickel capital game, the nickel price fluctuates greatly. At present, the price is still out of the scope of supply and demand and in an irrational state. It is recommended to be treated with caution. In terms of fundamentals, at present, nickel is still in the pattern of low inventory, strong reality and weak expectation. The global refined nickel inventory is still declining and at a low level, with strong actual supply and demand. The state of low inventory and low warehouse receipt improves the elasticity of nickel price rise; The supply pressure of nickel midline is too high, but the water is far away and the thirst is near; Before the obvious inflection point of inventory, nickel supply and demand were still strong. At present, the Philippines has entered the rainy season, the impact of the climbing price of nickel ore has begun to appear, and the domestic trade base price of nickel ore in Indonesia has also risen sharply; At the same time, the uncertainty of nickel supply in Russia has heated up again, and the financial sentiment has pushed up the nickel price.

Recently, the price of nickel ore has been running strongly, the cost focus of the industrial chain has moved upward, and the quotation of domestic ferronickel plants has been strong. The factory price has temporarily stabilized to 1620-1640 yuan / nickel, but the acceptance of downstream stainless steel plants is not high, and the supply and demand sides are still in the stage of stalemate game. Recently, the stainless steel futures price has been affected by the nickel price and fluctuated at a high level. The sentiment in the spot market is weak and the transaction is cold. The high price and epidemic situation still inhibit consumption, and the willingness of the downstream to catch up is insufficient.

Although the subsequent stainless steel fundamentals may weaken further, the rapid rise in the price of stainless steel nickel chromium raw materials will form a certain support for the future trend of stainless steel price in terms of cost. In addition, the long and short sides of lunni will still have the possibility of further game, resulting in a significant increase in the uncertainty of the trend of stainless steel, and the future trend may be dominated by high-level shocks.