1、 Raw material report:

1. Nickel: on June 15, the three-month closing price of London nickel was $25259, down $670, or 2.58%. The latest price of Shanghai nickel was 197360, down $4770, or 2.36%. Domestic high carbon ferrochromium fecr55c1000 (50 basis) made in Jiangsu, Zhejiang and Shanghai is 9500 yuan /50 basis ton. 178000 yuan / ton of Shanghai ferromolybdenum femo60.

2. Continuous stainless steel: the latest price was 17620 yuan, down 260 yuan, down 1.45%. The position is 51506 hands, and the trading volume is 21935 hands.

3. Price of Dainan waste stainless steel

201 old pipe 5800-6000304 industrial 13500-13700304 new material 13700-13900304 shavings 12600-12800;

316 shavings 19500-19700316 large furnace 20300-20400310 clinker 31200-31300;

430 no film 4800-5000431 returned material 4100-4300

2、 Reference price of Wuxi stainless steel coil

1. Hot rolling guide price of TISCO:

300 hot rolling series: 20600 yuan / ton of 304/no.1; Rmb24600 / ton of 321/no.1; 30400 yuan / ton for 316l/no.1.

Medium plate (trim, thickness: 14-20mm, width: 1500mm) 304 material - 23900 yuan / ton, 321 material 30100 yuan / ton, 316L material 35100 yuan / ton.

2. Dongte hot rolling guide price: 18700 yuan / ton for 304 material 4-12mm, 18900 yuan / ton for 14mm; 16mm RMB 19400 / ton; 29200 yuan / ton for 316L material 4-12mm and 29600 yuan / ton for 14mm; 16mm 30100 yuan / ton;

3. Jiuquan Iron and steel 2205 hot rolling 31000 yuan / ton, dongte 2205 hot rolling 29300 yuan / ton.

4. Qingshan hot rolling: 304 material 18200 yuan / ton;

5. Zhangpu guidance price;: 304 material 19100 yuan / ton, 321 hot rolling 22500 yuan / ton; 316L hot rolling 29200 yuan / ton.

3、 Reference price of stainless steel tube and rod

1. [June futures price of Qingshan round steel ￠ 65-130] price s30400 material 17700 yuan / ton,; 316L material 27500 yuan / ton, TP321 material 20500 yuan / ton, 321 material 19300 yuan / ton, s22053 material 26500 yuan / ton, 310S material 45100 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: 17500 yuan / ton for s30400 material and 27400 yuan / ton for 316L material.

3. [Yongxing bar ￠ 65-130] 304 material: 21800 yuan / ton, TP321 material: 25400 yuan / ton, 316L material: 33500 yuan / ton, 316gb material: 38100 yuan / ton, s22053 material: 32000 yuan / ton.

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

5. [Guoqing steel ￠ 65-130] s22053 material 26500 yuan / ton, s31008 material 45100 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 - 30.4 yuan /kg;

Stainless steel seamless pipe s31603 material, specification 25*2*6000 cold drawn pipe, pickling and weighing delivery - 42.5 yuan /kg;

Stainless steel seamless pipe s32168 material, specification 25*2*6000 cold drawn pipe, pickling and weighing delivery - 34.4 yuan /kg;

Stainless steel welded pipe 30408 material, specification 219-813*4-6 pickling and weighing delivery - 25.1 yuan /kg;

Stainless steel welded pipe s31603 material, specification 219-813*4-6 pickling and weighing delivery - 37.6 yuan /kg;

Stainless steel welded pipe 32168 material, specification 219-813*4-6 pickling and weighing delivery - 30.9 yuan /kg;

4、 Statistics

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

On June 9, the total social inventory of stainless steel in the national mainstream market was 905232 tons, an increase of 4816 tons over the previous week, an increase of 0.53%, and an increase of 16.40% year-on-year. Of which:

1. Cold rolled stainless steel inventory totaled 511500 tons, a decrease of 5.45%; The inventory of hot rolled stainless steel totaled 393700 tons, an increase of 9.54%.

2. 200 refers to the total inventory of 138253 tons, a decrease of 4272 tons or 3.00%;

3. 300 refers to the total inventory of 514482 tons, a decrease of 11598 tons or 2.20%;

4. 400 is the total inventory of 252497 tons, an increase of 20686 tons, an increase of 8.92%.

5. The total inventory in Wuxi market was 552975 tons, a decrease of 2937 tons, or 0.53%.

6. The total inventory in Foshan market was 164549 tons, a decrease of 15213 tons, or 8.46%.

7. The total inventory of Jieyang, Zibo, Shenyang and Xian markets was 187708164742 tons, an increase of 22966 tons, an increase of 13.94%.

5、 Market analysis

The global capital market has ushered in a huge shock wave!

On June 13, 2022, the stock and bond markets of major countries and regions in the world experienced a collective sharp decline. Most of the major stock indexes in the Asia Pacific region closed down at more than 3% in the daytime, the European Stoxx 50 index fell more than 2% in the evening, and the three major futures indexes of US stocks hovered between 2%-3% for most of the time.

The performance of the bond market is actually more terrifying. The bonds of developed European countries fell sharply across the board, and the yield of 10-year Treasury bonds generally rose by more than 4%; U.S. Treasury bonds fell sharply, and the yield of benchmark treasury bonds rose to the highest level in more than 10 years; The yield on the 10-year Treasury note rose 13 basis points to 3.28%, surpassing the peak in 2018 and reaching the highest level since 2011.

The supply of nickel ore in the Philippines began to pick up, and the domestic supply of nickel ore showed a recovery trend. In May, the output of domestic refineries increased significantly; The nickel iron project in Indonesia was put into operation smoothly, the import volume continued to increase, the supply of nickel iron in the domestic market was surplus, the focus of negotiation continued to move down, the cost performance advantage of nickel pig iron was prominent, and the amount of refined nickel used by steel mills was further reduced. The downstream new energy sector began to weaken due to the impact of the epidemic, and the future market is expected to gradually improve; The stainless steel profit shrinks and the output decreases slightly, which may gradually increase the demand. Recently, the decline of inventory in the global nickel market has slowed down, and the nickel price is expected to be under pressure.

300 series stainless steel has abundant production capacity and great supply elasticity. After the problem of raw materials is solved in the later stage, the stainless steel supply is gradually abundant, limiting the upward space of prices; However, with the recovery of macro sentiment, the impact of the epidemic has eased, and consumption is expected to improve;