1、 Raw material report:

1. Nickel: on May 27, the three-month closing price of London nickel was 27198 US dollars, up 410 US dollars, or 1.50%. The latest price of Shanghai nickel was 210810 yuan, up 7360 yuan, or 3.60%. Domestic high carbon ferrochrome fecr55c1000 (50 basis) in Jiangsu, Zhejiang and Shanghai is 10000 yuan / 50 basis ton. Shanghai ferromolybdenum femo60 was 169100 yuan / ton, down 900 yuan.

2. Stainless steel continuous: the latest price is 18530 yuan, down 90 yuan, down 0.48%. The position is 19904 and the trading volume is 22536.

3. Price of Dainan waste stainless steel

201 old pipe 6100-6200304 industrial 13800-14100304 new material 13900-14200304 shavings 13100-13200;

316 shavings 19700-19900316 large furnace 21300-21500310 clinker 31300-31500;

430 film free 4700-4900431 return 4150-4350

2、 Wuxi stainless steel coil reference price

1. TISCO hot rolling guide price:

300 hot rolling series: 21600 yuan / ton of 304 / No.1; 25600 yuan / ton of 321 / No.1; 31700 yuan / ton of 316L / No.1.

Medium plate (trimming, thickness: 14-20mm, width: 1500mm) 304 material - 25000 yuan / ton, 321 material 31200 yuan / ton, 316L material 36600 yuan / ton.

2. Dongte hot rolling guide price: 19700 yuan / ton for 304 material 4-12mm and 19900 yuan / ton for 14mm; 20400 yuan / ton for 16mm; 316L material: 30200 yuan / ton for 4-12mm and 30600 yuan / ton for 14mm; 31200 yuan / ton for 16mm;

3. Jiuquan Iron and steel 2205 hot rolling 32000 yuan / ton, dongte 2205 hot rolling 31000 yuan / ton.

4. Qingshan hot rolling: 304 material 18900 yuan / ton;

5. Zhangpu guidance price;: 304 material 19700 yuan / ton, 321 hot rolling 23300 yuan / ton; 316L hot rolling 30200 yuan / ton.

3、 Reference price of stainless steel pipe rod

1. [May price of Qingshan round steel ￠ 65-130] price s30400, material 18500 yuan / ton,; 316L material 28100 yuan / ton, TP321 material 21000 yuan / ton, 321 material 19800 yuan / ton. 304 raw pipe round steel price + 800316l raw pipe round steel price + 900321 raw pipe round steel price + 850.

2. [Delong round steel ￠ 65-130] price: 18400 yuan / ton for s30400 material and 28000 yuan / ton for 316L material.

3. [Yongxing bar ￠ 65-130] 304 material 22800 yuan / ton, TP321 material 26400 yuan / ton, 316L material 35000 yuan / ton, 316gb material 39600 yuan / ton, s22053 material 32500 yuan / ton.

4. [Huaxin Lihua ￠ 65-130] s30400 material 22500 yuan / ton, 316ls material 32800 yuan / ton, 32107 material 24900 yuan / ton.

5. [reference price of Zhejiang Benji pipe]

Stainless steel seamless pipe 30408 material, specification 25 * 2 * 6000 cold drawn pipe, pickling and weighing delivery - 31 yuan / kg;

Stainless steel seamless pipe s31603 material, specification 25 * 2 * 6000 cold drawn pipe, pickling and weighing delivery - 43.1 yuan / kg;

Stainless steel seamless pipe s32168 material, specification 25 * 2 * 6000 cold drawn pipe, pickling and weighing delivery - 34.6 yuan / kg;

Stainless steel welded pipe 30408 material, specification 219-813 * 4-6, pickling and weighing delivery - 26.1 yuan / kg;

Stainless steel welded pipe s31603 material, specification 219-813*4-6 pickling and weighing delivery - 38.6 yuan /kg;

Stainless steel welded pipe 32168 material, specification 219-813*4-6 pickling and weighing delivery - 32.3 yuan /kg;

4、 Statistics

According to the social inventory statistics of stainless steel surveyed by Mysteel:

On May 26, the total social inventory of stainless steel in the national mainstream market was 914580 tons, an increase of 6335 tons over the previous week, a weekly increase of 0.70% and a year-on-year increase of 16.26%. Of which:

1. Cold rolled stainless steel inventory totaled 560669 tons, down 3.58%; The inventory of hot rolled stainless steel totaled 353911 tons, an increase of 8.30%.

2. 200 refers to the total inventory of 138908 tons, a decrease of 8312 tons or 5.65%;

3. 300 is the total inventory of 54/9146 tons, an increase of 7395 tons, an increase of 1.37%;

4. 400 is the total inventory of 226526 tons, with a weekly increase of 8252 tons, an increase of 3.31%.

5. The total inventory in Wuxi market was 570397 tons, a decrease of 3773 tons, or 0.66%.

6. The total inventory in Foshan market was 177254 tons, a decrease of 291 tons, or 0.16%.

7. The total inventory of Jieyang, Zibo, Shenyang and Xian markets was 166929 tons, an increase of 10399 tons, or 6.64%.

5、 Market analysis

Yesterday, China Baowu announced the transfer of steel-making capacity. Shandong Xinhai was assigned 1.16 million tons of steel-making capacity. With the 460000 tons of steel-making capacity replaced in the early stage, Shandong Xinhai has a total steel-making capacity of 1.62 million tons.

At present, the rainy season in the Philippines has come to an end, the supply of nickel ore has begun to rise, and the domestic supply of nickel ore has shown a recovery trend; At the same time, Indonesias nickel product exports have increased significantly, which will ease the tight supply situation. The downstream stainless steel profit shrinks and the output drops; Superimposed on weak domestic consumption and declining subsidies, the new energy sector has also weakened. The theme of recent news is to maintain growth, which means that there is great pressure on economic operation, and the deterioration of the economic environment has an impact on real enterprises.

The resumption of work in Shanghai is imminent. It is expected that there will be a wave of speculation about recovery in June. It is explained that the low inventory of nickel in Shanghai will become the main driving force of the speculation. The position of Shanghai stainless steel futures fell to less than 20000 hands. In addition, recently, the price of 304 stainless steel raw materials gradually declined, and the cost side gradually loosened. Stainless steel enterprises gradually fell into losses. The steel price began to fall, and the spot premium fell back to about 400 yuan. On the whole, the nickel price is still operating within the shock range, while stainless steel continues to weaken.

In April, the demand for stainless steel raw materials of major household appliances decreased, which was mainly dragged down by the Limited Logistics in many parts of the country, and the production and raw material transportation were dragged down to varying degrees, which gradually weakened the support for the stainless steel market.

In May, it is expected that the demand for stainless steel raw materials for major household appliances will rebound. Due to the supplementary production of some enterprises, the digestion of market supply will increase. To a certain extent, the increase in supply and demand is basically supported by the stainless steel market.

In June, it is estimated that the demand for stainless steel raw materials of major household appliances is still optimistic. With the continuation of supplementary production, it can still form a certain support for the digestion of stainless steel supply. However, considering the drag of the traditional off-season consumption, the continuity of its support remains to be seen.