1、 Raw material report:

1. Nickel: on April 19, the three-month closing price of London nickel was US $33175, up US $164, or 0.5%. The latest price of Shanghai nickel was 243210 yuan, up 11360 yuan, or 4.90%. Domestic high carbon ferrochrome fecr55c1000 (50 basis) made in Jiangsu, Zhejiang and Shanghai is 9700 yuan / 50 basis ton. Shanghai ferromolybdenum femo60 is 187700 yuan / ton.

2. Stainless steel continuous: the latest price is 20415 yuan, up 730 yuan, up 3.71%. The position is 44938 and the trading volume is 77289.

3. Price of Dainan waste stainless steel

201Ni≈1-1.5%7250-7450，304Ni≥8％； Primary material 12800-13000304ni ≈ 7.6-8%; Return material 12300-12500;

316 return material 17850-18050316ni ≥ 10%; Grade I material 18050-18250316l, Ni ≥ 10%, Mo ≈ 2%, 18350-18550;

310S Ni=18-19% 22450-22650，430Cr≈16%-18%； Mn ≈ 1% - 2% 5450-5600431 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 22600 yuan / ton; 21900 yuan / ton of 304 / No.1; 26000 yuan / ton of 321 / No.1; 32000 yuan / ton of 316L / No.1.

Medium plate (trimming, thickness: 14-20mm, width: 1500mm) 304 material - 24500 yuan / ton, 321 material 30700 yuan / ton, 316L material 36000 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: 30900 yuan / ton for 4-12mm and 31300 yuan / ton for 14mm; 31800 yuan / ton for 16mm;

3. Jiuquan Iron and steel 2205 hot rolling 31800 yuan / ton, dongte 2205 hot rolling 30900 yuan / ton.

4. Qingshan hot rolling: 304 material 19800 yuan / ton;

5. Zhangpu guidance price;: 304 material 20500 yuan / ton, 321 hot rolling 23700 yuan / ton; 316L hot rolling: 30500 yuan / ton.

3、 Reference price of stainless steel pipe rod

1. [may futures price of Qingshan round steel ￠ 65-130] price s30400, material 20000 yuan / ton,; 316L material 29400 yuan / ton, TP321 material 22200 yuan / ton, 321 material 21000 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 28200 yuan / ton, 310S material 45600 yuan / ton.

3. [Delong round steel ￠ 65-130 sealing plate] price: RMB 20000 / ton for s30400 material and RMB 29500 / ton for 316L material.

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 33400 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 seamless pipe s31603 material, specification 25 * 2 * 6000 cold drawn pipe, pickling and weighing delivery - 44.5 yuan / kg;

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;

5、 Market analysis

The conflict between Russia and Ukraine continues, Russian nickel is still unable to supply to the world, and the global supply and demand pattern remains tight. Although the Castle Peak incident has cooled down, the overall impact is not over, especially the bears in Castle Peaks own seat are not fully understood. Under these two major premises, it is still difficult for the external nickel price to return to the early platform, and the 27000-30000 front line will be strongly supported. At the same time, the price difference of nickel at home and abroad is still relatively large, which does not reach balance, and the short-term fluctuation will be relatively large. At present, the nickel price is still affected by the Lun Ni game, which is divorced from supply and demand. The downstream enterprises are in a loss. Under the dual impact of high cost and epidemic situation, the ternary Industrial Chain plans to reduce production and the short-term consumption is weak. However, the Lun Ni capital game has not ended, and the price is difficult to return to rationality in the short term.

On April 14, the total inventory of stainless steel in the national mainstream market was 844412 tons, an increase of 9899 tons, an increase of 1.14%.

Nickel prices continued to rise and stainless steel jumped. TISCO stainless increased its capital by 390 million yuan, holding a total of 51% equity of Shandong Xinhai industry. The situation of epidemic prevention and control in the surrounding areas of Wuxi is serious again. After the slight relaxation of Wuxi transportation control last week, it tends to be strict again today, superimposing the high freight rate, and the downstream returns to the wait-and-see state. At present, the social inventory in Wuxi continues to accumulate, mainly due to the increase of front-end warehouse of steel mills. Under the condition of high price of steel mills, traders mostly maintain the mentality of reluctant to sell. Domestic nickel prices continued to rise due to transportation difficulties. Shanghai plans to promote the orderly resumption of 666 enterprises. In the short term, pay attention to the sealing and control situation in Shanghai on April 20. At present, the national epidemic prevention situation is grim, and the nickel price may continue to rise, followed by stainless steel. At present, stainless steel shows the pattern of high cost, low profit, strong supply, weak demand, high inventory in the middle and upper reaches and low inventory in the lower reaches. The short-term supply and demand is weak, the consumption is weak under the inhibition of high price and epidemic situation, and the inventory shows an anti seasonal accumulation.