1、 Raw material report:

1. Nickel: on August 8, the latest price of nickel in London was 22196.5 US dollars, up 183.5 US dollars, or 0.83%. The latest price of Shanghai nickel was 173600 yuan, down 3300 yuan, or 1.87%. Shanghai high carbon ferrochromium fecr55c1000 (50 basis) 8000 yuan / 50 basis tons. Luoyang ferromolybdenum femo60 is 163000 yuan / ton.

2. Stainless steel continuous: the latest price is 15575 yuan, down 50 yuan, down 0.32%. The position was 45753 and the trading volume was 65812.

3. Danan waste stainless steel price

201 old pipe 4850-4850304 industrial 11800-11900304 particle10900-11000;

316 shaving 17300-17400316 large furnace 17600-17800310 clinker 29800-30000;

430 no film 4400-4500431 return material 3850-4050

2、 Reference price of Wuxi stainless steel plate coil

1. TISCO hot rolling guide price:

300 hot rolling series: 304 / No 17700 yuan / ton for 1; 21700 yuan / ton of 321 / No.1; 26800 yuan / ton for 316L / No.1.

Medium plate (trimming, thickness: 14-20mm, width: 1500mm) 304 material - 20400 yuan / ton, 321 material: 26600 yuan / ton, 316L material: 30900 yuan / ton.

2. Dongte hot rolling guide price: 15500 yuan / ton for 304 material 4-12mm, 15700 yuan / ton for 14mm; 16200 yuan / ton for 16mm; 316L material: 24600 yuan / ton for 4-12mm and 25000 yuan / ton for 14mm; 25500 yuan / ton for 16mm;

3. Jiuquan Iron and steel 2205 hot rolling is 29000 yuan / ton, and dongte 2205 hot rolling is 26500 yuan / ton.

4. Qingshan hot rolling: 304 material 15500 yuan / ton;

5. Zhangpus guiding price: 304 material 16600 yuan / ton, 321 hot rolling 20000 yuan / ton; 316L hot rolling 25800 yuan / ton.

3、 Reference price of stainless steel pipe rod

1. [Qingshan round steel August futures price ￠ 65-130] price s30400 material 15400 yuan / ton,; 316L material 24300 yuan / ton, TP321 material 17900 yuan / ton, 321 material 16700 yuan / ton, s22053 material (ITU) 24000 yuan / ton, 310S material (ITU) 40300 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 15200 yuan / ton, 316L material 24000 yuan / ton.

3. [Yongxing bar ￠ 65-130] 304 material 18800 yuan / ton, TP321 material 21500 yuan / ton, 316L material 29000 yuan / ton, 316gb material 32800 yuan / ton, s22053 material 29000 yuan / ton.

4. [Huaxin Lihua ￠ 65-130] s30400 material is 19800 yuan / ton, 316ls material is 29400 yuan / ton, and 32107 material is 22200 yuan / ton.

5. [Guoqing round steel ￠ 65-130] s22053 material 24000 yuan / ton, s31008 material 40300 yuan / ton.

6. [Zhejiang Benji pipe reference price]

Stainless steel seamless pipe 30408 material, specification 25 * 2 * 6000 cold drawn pipe, pickling and weighing delivery - 28.5 yuan / kg;

Stainless steel seamless pipe s31603 material, specification 25 * 2 * 6000 cold drawn pipe, pickling and weighing delivery - 39 yuan / kg;

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

Stainless steel welded pipe 30408 material, specification 219-813 * 4-6 pickling and weighing delivery - 21.9 yuan / kg;

Stainless steel welded pipe s31603 material, specification 219-813 * 4-6 pickling and weighing delivery - 33 yuan / kg;

Stainless steel welded pipe 32168 material, specification 219-813 * 4-6 pickling and weighing delivery - 29.4 yuan / kg.



4、 Statistics

According to Mysteel research and Statistics:

On August 11, 2022, the social inventory of stainless steel in the national mainstream market was 853517 tons, 25975 tons less than last week, a decrease of 2.95%, including:

The total inventory of cold-rolled stainless steel was 392332 tons, a decrease of 29407 tons or 6.97% over the previous week;

The total inventory of hot rolled stainless steel was 225211 tons, a decrease of 3923 tons or 1.71% over the previous week;

The total inventory of 200 series is 137241 tons, an increase of 2569 tons over the previous week, an increase of 1.91%;

The total inventory of 300 series is 432254 tons, a decrease of 24372 tons over the previous week, a decrease of 5.34%;

The total inventory of 400 series was 284022 tons, a decrease of 4172 tons or 1.45% over the previous week.

Wuxis inventory was 451384 tons, 2028 tons less than last week, a decrease of 0.45%.

Foshans inventory was 167745 tons, a decrease of 19487 tons from last week, an increase of 10.41%.

The inventory of Zibo, Jieyang, Shenyang and Xian was 234388 tons, a decrease of 4460 tons or 1.87% over the previous week.



5、 Market analysis

The return of Indonesian resources caused a certain impact, and the actual transactions were few. The rebound of nickel price did not effectively lift the stainless steel plate. The supply pressure of the middle line of stainless steel is high, the cost is declining, the consumption is not optimistic, and the expectation of the middle line is pessimistic. However, the short-term price decline has partially realized the expectation of the middle line. The domestic ferronickel industry chain, which accounts for one-third of the ferronickel industry, has a poor profit situation, and it is difficult for the mining end to have a significant profit margin. There are still large uncertainties between the consumer end and the Indonesian policy in the later period, and the price of 304 stainless steel is undervalued relative to other links of the industry chain, The current price should not be too short.