1、 Raw material report:

1. Nickel: on May 14, the three-month closing price of London nickel was US $27262, down US $464, or 1.67%. The latest price of Shanghai nickel was 202060 yuan, up 1540 yuan, or 0.77%. Domestic high carbon ferrochrome fecr55c1000 (50 basis) in Jiangsu, Zhejiang and Shanghai is 10000 yuan / 50 basis ton. Shanghai ferromolybdenum femo60 is 178300 yuan / ton.

2. Continuous stainless steel: the latest price is 18895 yuan, up 80 yuan, or 0.43%. The position is 50055 and the trading volume is 37085.

3. Price of Dainan waste stainless steel

201 old pipe 6100-6200304 industrial 14300-14400304 new material 14400-14500304 shavings 13400-13600;

316 shavings 20000-20100316 large furnace 21600-21700310 clinker 31600-31700;

430 no film 4750-4850431 return 4150-4350

2、 Wuxi stainless steel coil reference price

1. TISCO hot rolling guide price:

300 hot rolling series: 22300 yuan / ton of 304 / No.1; 26500 yuan / ton of 321 / No.1; 32600 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: 20600 yuan / ton for 304 material 4-12mm and 20800 yuan / ton for 14mm; 21300 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 32000 yuan / ton, dongte 2205 hot rolling 31500 yuan / ton.

4. Qingshan hot rolling: 304 material 19750 yuan / ton;

5. Zhangpu guidance price;: 304 material 20400 yuan / ton, 321 hot rolling 23900 yuan / ton; 316L hot rolling 30800 yuan / ton.

3、 Reference price of stainless steel pipe rod

1. [May price of Qingshan round steel ￠ 65-130] price s30400, material 19300 yuan / ton,; 316L material 29000 yuan / ton, TP321 material 21600 yuan / ton, 321 material 20400 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 prevail] s22053 material is 28200 yuan / ton, and 310S material is 45600 yuan / ton.

3. [Delong round steel ￠ 65-130] price: 19100 yuan / ton for s30400 material and 28700 yuan / 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 - 31.9 yuan / kg;

Stainless steel seamless pipe s31603 material, specification 25 * 2 * 6000 cold drawn pipe, pickling and weighing delivery - 44.1 yuan / kg;

Stainless steel seamless pipe s32168 material, specification 25 * 2 * 6000 cold drawn pipe, pickling and weighing delivery - 35.3 yuan / kg;

Stainless steel welded pipe 30408 material, specification 219-813 * 4-6, pickling and weighing delivery - 27.1 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、 Statistics

According to the survey of Mysteel, the social inventory statistics of stainless steel:

On May 12, the total social inventory of stainless steel in the national mainstream market was 899702 tons, a decrease of 10011 tons compared with last week, a decrease of 1.11% on a weekly basis and an increase of 8.79% year-on-year. Among them, the total inventory of 200 series was 150679 tons, with a week-on-week increase of 2079 tons, an increase of 1.40%; The total inventory of 300 series is 551659 tons, with a decrease of 25855 tons on a week-on-week basis, a decrease of 4.48%; The total inventory of 400 series was 197364 tons, with a week-on-week increase of 13765 tons, an increase of 7.50%.

5、 Market analysis

Marcos Jr. was elected president of the Philippines as he wished. He has always advocated maintaining neutrality between China and the United States and taking the development of the Philippine economy as the main goal. However, judging from the increasingly severe relationship between China and the United States, this centrist style may make his political career short-lived. In any case, after the new election, China Philippines relations will enter a new chapter, which is unlikely to be in a sweet period as in the duterte period. Then, including the South China Sea issue and the Philippine ore export issue may become the focus in the future.

The downstream demand for ferronickel was light, and the short-term price remained volatile. With the subsequent reduction of steel mills and the obvious growth rate of iron production in Indonesia, the supply of ferronickel will be gradually surplus, and the downward trend of iron price is obvious. In the field of new energy, pure nickel dissolved nickel sulfate continued to suffer losses. Affected by logistics and cost problems, the year-on-year growth rate of nickel sulfate production fell sharply, and it is difficult to see an improvement trend in the short term. In terms of inventory, global inventory remained low, and nickel prices were still supported. The key factor to suppress the recent fluctuation of nickel industry demand is to increase the macro fluctuation of nickel industry, but the key is to pay attention to the collapse of nickel industry demand this year.

The epidemic situation is a "double-edged sword", although the situation of epidemic prevention and control will hinder the release of demand and affect investment enthusiasm; However, with the phased victory and relaxation of epidemic prevention and control, the policy will also be accelerated and overweight, which will also form a phased boost to the market. At present, Jilin, which has a great impact, has gradually returned to normal. According to the previous press conference in Shanghai, it is expected to resume work and production in mid and late May; Experienced a long period of falling prices, and frequently fluctuated at low levels, and there was bottoming on the disk; If the epidemic prevention and control is relaxed, the market does not rule out speculation in advance to start the expectation of demand, so as to stimulate the bottom rebound of current prices.