1、 Raw material report:

1. Nickel: on June 27, the three-month closing price of London nickel was US $22401, a sharp drop of US $1637, or 6.81%. The latest price of Shanghai nickel was RMB 172800, or 7840, or 4.34%. Shanghai made high carbon ferrochromium fecr55c1000 (50 basis) 9400 yuan /50 basis tons. 179200 yuan / ton of Shanghai ferromolybdenum femo60, down 1500.

2. Continuous stainless steel: the latest price was 16895 yuan, down 315 yuan, or 1.95%. The position was 47641 and the trading volume was 91253.

3. Price of Dainan waste stainless steel

201 old pipe 5200-5400304 industrial 12400-12600304 new material 12700-12900304 shavings 11900-12100;

316 shavings 18700-18800316 large furnace 19600-19700310 clinker 30500-30700;

430 no film 4900-5000431 returned material 4000-4200

2、 Reference price of Wuxi stainless steel coil

1. Hot rolling guide price of TISCO:

300 hot rolling series: 20000 yuan / ton of 304/no.1; 24000 yuan / ton of 321/no.1; 29800 yuan / ton for 316l/no.1.

Medium plate (trim, thickness: 14-20mm, width: 1500mm) 304 material - 23600 yuan / ton, 321 material 29800 yuan / ton, 316L material 34800 yuan / ton.

2. Dongte hot rolling guide price: 18200 yuan / ton for 304 material 4-12mm, 18400 yuan / ton for 14mm; 16mm 18900 yuan / ton; 28400 yuan / ton for 316L material 4-12mm, 28800 yuan / ton for 14mm; 16mm 29300 yuan / ton;

3. Jiuquan Iron and steel 2205 hot rolling 31000 yuan / ton, dongte 2205 hot rolling 28500 yuan / ton.

4. Qingshan hot rolling: 304 material 17900 yuan / ton;

5. Zhangpu guidance price;: 304 material 18500 yuan / ton, 321 hot rolling 22200 yuan / ton; 316L hot rolling 28500 yuan / ton.

3、 Reference price of stainless steel tube and rod

1. [June futures price of Qingshan round steel ￠ 65-130] price s30400 material 16300 yuan / ton,; 316L material 25700 yuan / ton, TP321 material 18900 yuan / ton, 321 material 17700 yuan / ton, s22053 material 26300 yuan / ton, 310S material 45200 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: 16600 yuan / ton for s30400 material and 26400 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. [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 23, the total social inventory of stainless steel in the national mainstream market was 845448 tons, a decrease of 49900 tons compared with last week, a decrease of 5.57% and a year-on-year increase of 13.13%. Of which:

1. Cold rolled stainless steel inventory totaled 449400 tons, a decrease of 8.89%; The inventory of hot rolled stainless steel totaled 396000 tons, a decrease of 1.50%.

2. 200 is the total inventory of 144941 tons, an increase of 10501 tons, an increase of 7.81%;

3. 300 refers to the total inventory of 449169 tons, a decrease of 43191 tons, or 8.77%;

4. 400 refers to the total inventory of 251338 tons, a decrease of 17210 tons, or 6.41%.

5. The total inventory in Wuxi market was 485470 tons, a decrease of 48788 tons, or 9.13%.

6. The total inventory in Foshan market was 172279 tons, an increase of 6830 tons, an increase of 4.13%.

7. The total inventory of Jieyang, Zibo, Shenyang and Xian markets was 187699 tons, a decrease of 7942 tons, or 4.06%.

5、 Market analysis

With the further fermentation of the impact of Russia Ukraine issue on inflation, the market repriced the monetary policy path after the Federal Reserve turned to a more radical tightening path in June. In addition, the PMI of marikit manufacturing industry in Europe and the United States continued to decline in June, which was significantly lower than expected, and the market became more worried about the economic recession, dragging down the entire metal plate. It deepened peoples concern that the future economy will enter recession and transmitted it to the commodity market, resulting in a general decline in the commodity market in the near future. From oil to wheat, from natural gas to copper, commodities are being sold off.

Nonferrous metals also fell. Lunxi, which has fallen for two weeks in a row, continued to lead the decline, falling by 20% in the past week, almost twice as much as the previous week, and the price has halved from the peak in March this year. After a spectacular 66% surge in early March, LUNI nickel went down, falling for four weeks in a row in recent days and nearly 14% in the last week. The price was only 1/5 of the high point As an economic barometer, "Dr. copper" has fallen for three consecutive weeks, with Lun copper exceeding 7% in a week, the largest weekly decline in the past year.

Stainless steel production is still facing the pressure of loss. The steel plant may continue to expand maintenance and reduce production. At the same time, the terminal demand is still weak. Although the inventory has been removed, the pressure of de stocking still exists. In general, overseas macro pressure continues to appear, bringing significant pressure on nickel price. Stainless steel is supported by cost, and the downward trend is relatively slow.