1、 Raw material report:

1. Nickel: on April 25, the three-month closing price of London nickel was US $32802, down US $273.5, or 0.83%. The latest price of Shanghai nickel was 221030 yuan, down 17850 yuan, or 7.47%. Domestic high carbon ferrochrome fecr55c1000 (50 basis) in Jiangsu, Zhejiang and Shanghai is 10000 yuan / 50 basis ton. Shanghai ferromolybdenum femo60 is 183300 yuan / ton.

2. Stainless steel continuous: the latest price is 19060 yuan, down 1075 yuan, down 5.34%. The position is 25502 hands and the trading volume is 51943 hands.

3. Price of Dainan waste stainless steel

201 old pipe 6100-6200304 industrial 14400-14500304 new material 14500-14600304 shavings 13400-13600;

316 shavings 19900-20000316 large furnace 21500-21600310 clinker 31700-31800;

430 no film 4800-4900431 return 4250-4450.

2、 Wuxi stainless steel coil reference price

1. TISCO hot rolling guide price:

300 hot rolling series: 304 material 1800 rough edges 22300 yuan / ton; 22000 yuan / ton of 304 / No.1; 26100 yuan / ton of 321 / No.1; 32100 yuan / ton of 316L / No.1.

Medium plate (trimming, thickness: 14-20mm, width: 1500mm) 304 material - 24800 yuan / ton, 321 material 31000 yuan / ton, 316L material 36300 yuan / ton.

2. Dongte hot rolling guide price: 20700 yuan / ton for 304 material 4-12mm and 20900 yuan / ton for 14mm; 21400 yuan / ton for 16mm; 316L material: 31200 yuan / ton for 4-12mm and 31600 yuan / ton for 14mm; 16mm 32100 yuan / ton;

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

4. Qingshan hot rolling: 304 material, 19900 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 tube and rod

1. [April price of Qingshan round steel ￠ 65-130] price s30400, material 20300 yuan / ton,; 316L material 30100 yuan / ton, TP321 material 22500 yuan / ton, 321 material 21300 yuan / ton. 304 raw pipe round steel price + 800316l raw pipe round steel price + 900321 raw pipe round steel price + 850.

2. [the May futures price of Guoqing special round steel ￠ 65-130 shall be subject to the negotiation price of ITU] s22053 material is 28200 yuan / ton, and 310S material is 45600 yuan / ton.

3. [Delong round steel ￠ 65-130] price: RMB 20000 / ton for s30400 material and RMB 29000 / 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 22800 yuan / ton, 316ls material 33100 yuan / ton, 32107 material 25200 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

Recently, the inventory of nickel city has decreased slightly, and the action on nickel price is expected to weaken

The price of stainless steel once went up sharply this week, but the terminal procurement did not keep up. Under the background that the epidemic control in Wuxi is still strict, it is difficult to ship, while the logistics in Foshan is relatively smooth, but the downstream purchase intention is not reflected. The stainless steel inventory continues to increase this week, reflecting the markets hesitation in the future. However, steel mills also have a strong willingness to support the price, because stainless steel production has shown a small loss. Overall, there are long and short factors, and the future stainless steel price or shock operation is the main factor.

The iron and steel industry has entered a high-quality development stage. Chinas per capita crude steel consumption has reached the level of the past peak of per capita crude steel consumption in developed countries. The industry reduction is imperative. The national development and Reform Commission proposed to continue to reduce the crude steel output in 2022, which will still be the window period of integration and reorganization at present and in the next few years. The development logic of the iron and steel industry is also changing. Capacity integration and reduction optimization are inevitable laws. The improvement of concentration and product structure optimization will become the main theme of industrial development. Secondly, on this basis, the comprehensive competitiveness of iron and steel enterprises and products will be improved.

While leading enterprises become bigger and stronger, small and medium-sized enterprises in the industry are also promoting integration and reorganization. Last July, Hebei Puyang iron and Steel Co., Ltd. completed the equity reorganization of Xing steel. This year, Donghua iron and Steel Group reorganized Chunxing special steel through capacity replacement. The guidance on promoting the high-quality development of the iron and steel industry issued in February this year requires the industry concentration to be further improved, but no specific concentration target is put forward. The optimization and development of the industry requires the strong development of head enterprises and the release of vitality of tail enterprises.



With the promotion of capacity integration, the improvement of steel industry concentration is a deterministic trend. Reducing the number of enterprises can optimize the competitive structure of the industry, reduce disorderly competition, stabilize market price fluctuations to a certain extent and promote the stability of steel prices. The integration of tail enterprises is also conducive to focusing on subdivided fields, improving the bargaining power of upstream and downstream, weakening the periodicity of the industry and promoting more stable profits of the industry and enterprises.