1、 Raw material report:

1. Nickel: on June 30, the three-month closing price of London nickel was $22698, down $1075, or 4.52%. Shanghai nickels latest price in a row was $173400, down $3520, or 1.99%. Shanghai made high carbon ferrochromium fecr55c1000 (50 basis) 9100 yuan /50 basis tons. 176000 yuan / ton of Shanghai ferromolybdenum femo60.

2. Continuous stainless steel: the latest price was 16425 yuan, down 345 yuan, or 2.06%. The position is 46496 hands, and the trading volume is 54170 hands.

3. Price of Dainan waste stainless steel

201 old pipe 4800-5000304 industrial 11900-12100304 new material 12100-12200304 shavings 11400-11500;

316 shavings 18400-18600316 large furnace 19400-19600310 clinker 29800-30000;

430 no film 4600-4800431 returned material 4000-4200

2、 Reference price of Wuxi stainless steel coil

1. Hot rolling guide price of TISCO:

300 hot rolling series: 19600 yuan / ton of 304/no.1; RMB 23600 / ton of 321/no.1; 29400 yuan / ton for 316l/no.1.

Medium plate (trim, thickness: 14-20mm, width: 1500mm) 304 material - 23100 yuan / ton, 321 material 29300 yuan / ton, 316L material 34300 yuan / ton.

2. Dongte hot rolling guide price: 17000 yuan / ton for 304 material 4-12mm, 17200 yuan / ton for 14mm; 16mm 17700 yuan / ton; 27800 yuan / ton for 316L material 4-12mm and 28200 yuan / ton for 14mm; 28700 yuan / ton for 16mm;

3. Jiuquan Iron and steel 2205 hot rolling 31000 yuan / ton, dongte 2205 hot rolling 28000 yuan / ton.

4. Qingshan hot rolling: 304 material 16900 yuan / ton;

5. Zhangpu guidance price;: 304 material 17800 yuan / ton, 321 hot rolling 21500 yuan / ton; 316L hot rolling 28000 yuan / ton.

3、 Reference price of stainless steel tube and rod

1. [June futures price of Qingshan round steel ￠ 65-130] price s30400 material 16200 yuan / ton,; 316L material 25600 yuan / ton, TP321 material 18800 yuan / ton, 321 material 17600 yuan / ton, s22053 material (ITU) 26300 yuan / ton, 310S material (ITU) 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: 15900 yuan / ton for s30400 material and 25300 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] s30400 material 20900 yuan / ton, 316ls material 31000 yuan / ton, 32107 material 23300 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 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 - 23.4 yuan /kg;

Stainless steel welded pipe s31603 material, specification 219-813*4-6 pickling and weighing delivery - 36.2 yuan /kg;

Stainless steel welded pipe 32168 material, specification 219-813*4-6 pickling and weighing delivery - 30.4 yuan /kg;

4、 Statistics

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

On June 30, the total social inventory of stainless steel in the national mainstream market was 846750 tons, an increase of 1302 tons over last week, an increase of 0.15%, and a year-on-year increase of 19.73%. Of which:

1. Cold rolled stainless steel inventory totaled 438500 tons, a decrease of 2.44%; Hot rolled stainless steel inventory totaled 408300 tons, an increase of 3.09%.

2. 200 refers to the total inventory of 143460 tons, a decrease of 1484 tons or 1.02%;

3. 300 is the total inventory of 447511 tons, a decrease of 1658 tons, a decrease of 0.37%;

4. 400 refers to the total inventory of 255779 tons, a decrease of 17210 tons, or 6.41%.

5. The total inventory in Wuxi market was 495451 tons, an increase of 9981 tons, or 2.06%.

6. The total inventory in Foshan market was 159815 tons, a decrease of 12464 tons, or 7.23%.

7. The total inventory of Jieyang, Zibo, Shenyang and Xian markets was 191484 tons, an increase of 3785 tons, an increase of 2.02%.

5、 Market analysis

The largest application of nickel consumption is stainless steel production. Everbright futures expects that the stainless steel output in June will be 2.7803 million tons, a year-on-year decrease of 2.43%, of which 300 series will be 1.424 million tons, a year-on-year decrease of 10.45%.

The reduction of stainless steel production has made some institutions worried about the prospect of nickel demand. Jinruiqi said that the sanctions are only a unilateral act of the UK, and the UK market has a limited impact on Russian nickel consumption, which does not cause the global liquidity problem of Russian nickel. In terms of fundamentals, the supply of nickel metal has rebounded logically, and the demand is weak as a whole, and the contradiction of resource shortage has been gradually alleviated, especially in the field of new energy. With the increase of the supply of intermediate products, the new energy demand of nickel beans has gradually weakened, while the supply of nickel and iron has been phased in excess.

In May, the import volume of ferronickel increased significantly to 492100 tons, with a year-on-year increase of 63.5%. On the demand side, in June, stainless steel enterprises reduced production, which had a great impact on nickel. After the rapid decline of short-term nickel price, on the one hand, there was profit for short positions, on the other hand, the price difference between pure nickel and nickel sulfate was adjusted to a certain extent, and the economy of pure nickel increased. There is still pressure on the short-term macro, and the nickel price may enter a volatile trend.