1、 Raw material report:

1. Nickel: on July 13, London nickels three-month closing price was $21374, down $465, or 2.13%. Shanghai nickels latest consecutive price was 163740 yuan, down 1600 yuan, or 0.25%. Shanghai made high carbon ferrochromium fecr55c1000 (50 basis) 9000 yuan /50 basis tons. Shanghai ferromolybdenum femo60 is 172000 yuan / ton.

2. Continuous stainless steel: the latest price is 16615 yuan, up 85 yuan, or 0.51%. The position is 40885 hands, and the trading volume is 61143 hands.

3. Dainan waste stainless steel price

201 old pipe 4800-5000304 industrial 11900-12100304 new material 12200-12300304 shavings 11300-11500;

316 shavings 17500-17700316 large furnaces 18300-18500310 clinker 29800-30000;

430 film free 4500-4700431 returned material 4000-4200

2、 Reference price of Wuxi stainless steel coil

1. TISCO hot rolling guide price:

300 hot rolling series: 19100 yuan / ton of 304/no.1; 321/ 23100 yuan / ton of No.1; 28900 yuan / ton of 316l/no.1.

Medium plate (trim, thickness: 14-20mm, width: 1500mm) 304 material - 21800 yuan / ton, 321 material 28000 yuan / ton, 316L material 32500 yuan / ton.

2. Dongte hot rolling guide price: 16900 yuan / ton for 304 material 4-12mm, 17100 yuan / ton for 14mm; 16mm 17600 yuan / ton; 316L material 4-12mm 27200 yuan / ton, 14mm 27600 yuan / ton; 28100 yuan / ton for 16mm;

3. Jiuquan Iron and steel 2205 hot rolling 31000 yuan / ton, dongte 2205 hot rolling 27500 yuan / ton.

4. Qingshan hot rolling: 304 material 16800 yuan / ton;

5. Zhangpu guidance price;: 304 material 17600 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 25300 yuan / ton, TP321 material 18800 yuan / ton, 321 material 17600 yuan / ton, s22053 material (electrical connection) 26300 yuan / ton, 310S material (electrical connection) 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 s30400 material 15800 yuan / ton, 316L material 24900 yuan / ton.

3. [Yongxing bar ￠ 65-130] 304 material 19800 yuan / ton, TP321 material 23100 yuan / ton, 316L material 31000 yuan / ton, 316gb material 35000 yuan / ton, s22053 material 31000 yuan / ton.

4. [Huaxin Lihua ￠ 65-130] s30400 material 21000 yuan / ton, 316ls material 31100 yuan / ton, 32107 material 23400 yuan / ton.

5. [reference price of Zhejiang Benji pipe]

Stainless steel seamless pipe 30408 material, specification 25*2*6000 cold drawn pipe pickling weighing delivery - 28.4 yuan /kg;

Stainless steel seamless pipe s31603 material, specification 25*2*6000 cold drawn pipe pickling weighing delivery - 39.8 yuan /kg;

Stainless steel seamless pipe s32168 material, specification 25*2*6000 cold drawn pipe pickling weighing delivery - 32.2 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 - 35.8 yuan /kg;

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

4、 Statistical data

According to Mysteel research and Statistics:

On July 7, 2022, the social inventory of stainless steel in the national mainstream market was 816300 tons, down 3.60% from last week, including:

The total inventory of cold-rolled stainless steel was 396000 tons, down 9.69% from last week;

The total inventory of hot-rolled stainless steel was 420300 tons, an increase of 2.94% over the previous week;

200 series 137100 tons, with a month on month decrease of 4.46%;

300 series 409700 tons, a month on month decrease of 8.45%;

400 series 269500 tons, with a month on month increase of 5.37%.

5、 Market analysis

The short-term supply and demand of 304 stainless steel are both weak. The loss of steel mills leads to the decline of production, while the consumption is weak in the continuous decline of prices, and the overall supply and demand performance is poor. However, the social inventory has fallen for six weeks in the continuous decline of prices, and has now fallen to the midstream level. Moreover, under the current price, almost all stainless steel plants and domestic ferronickel plants are in a state of loss, and it is difficult for the mining end to continue to make profits. The short-term price has fallen to the support level of industrial cost, and the industrial supply and demand support will be gradually obtained below, which should not be overly pessimistic. However, the short-term macro sentiment is still pessimistic, and prices may still be weak and volatile until the peripheral sentiment improves.