1、 Raw material report:

1. Nickel: on August 19, the three-month closing price of London nickel was 22258 US dollars, up 478 US dollars, or 2.20%. The latest price of Shanghai nickel was 176910 yuan, up 6110 yuan, or 3.58%. Shanghai high carbon ferrochromium fecr55c1000 (50 basis) 7800 yuan / 50 basis tons. Luoyang ferromolybdenum femo60 is 160000 yuan / ton.

2. Stainless steel continuous: the latest price is 15275 yuan, up 55 yuan, or 0.36%. The position was 45767 and the trading volume was 33888.

3. Danan waste stainless steel price

201 old pipe 5000-5100304 industrial 11700-11800304 shaving 10800-10900;

316 shaving 16600-16800316 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 17500 yuan / ton for 1; 21500 yuan / ton of 321 / No.1; 26500 yuan / ton for 316L / No.1.

Medium plate (trimming, thickness: 14-20mm, width: 1500mm) 304 material - 20200 yuan / ton, 321 material: 26400 yuan / ton, 316L material: 30600 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: 24500 yuan / ton for 4-12mm and 24900 yuan / ton for 14mm; 25400 yuan / ton for 16mm;

3. Jiuquan Iron and steel 2205 hot rolling 28500 yuan / ton, dongte 2205 hot rolling 26500 yuan / ton.

4. Qingshan hot rolling: 304 material 15400 yuan / ton;

5. Zhangpus guiding price: 304 material 16500 yuan / ton, 321 hot rolling 19700 yuan / ton; 316L hot rolling 25500 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 18, 2022, the social inventory of stainless steel in the national mainstream market was 881350 tons, an increase of 27833 tons over the previous week, an increase of 3.26%, including:

The total inventory of cold-rolled stainless steel was 409104 tons, an increase of 16772 tons over the previous week, an increase of 4.27%;

The total inventory of hot rolled stainless steel was 472246 tons, an increase of 11061 tons over the previous week, an increase of 2.40%;

The total inventory of 200 series is 122400 tons, a decrease of 14841 tons from last week, a decrease of 10.811%;

The total inventory of 300 series was 456730 tons, an increase of 24476 tons over the previous week, an increase of 5.66%;

The total inventory of 400 series is 302220 tons, an increase of 18981 tons over the previous week, an increase of 6.41%.

Wuxis inventory was 475675 tons, a decrease of 24291 tons from last week, an increase of 5.38%.

Foshans inventory was 151862 tons, a decrease of 15833 tons over last week, a decrease of 9.47%.

The inventory of Zibo, Jieyang, Shenyang and Xian was 253813 tons, an increase of 19425 tons over the previous week, an increase of 8.29%.



5、 Market analysis

Global ferronickel (FNI), the second largest nickel ore producer in the Philippines, experienced a decline in nickel ore exports from January to June this year, due to shipment restrictions caused by bad weather and a drop in demand from China. Although its average selling price increased by 26.1% from US $31.10/wet ton last year to US $39.21/wet ton, its sales decreased by 15% to US $268.5 million in the same period. During this period, the company completed 19 batches of goods, totaling 1.035 million wet tons, lower than the 32 batches in the same period last year, totaling 1.74 million wet tons. FNI owns 20% of Guangdong century Qingshan nickel, a Chinese ferronickel producer, which is a subsidiary of Qingshan nickel, the worlds largest stainless steel producer.

On the market news side, on the one hand, LME UK warehouse banned Russian nickel; on the other hand, Indonesian President Joko raised the nickel export tax again. Recently, the nickel price has been stimulated by such news, but the impact is limited. Specific attention should be paid to the policy implementation and implementation time.

In terms of stainless steel, the recent downstream consumption performance of stainless steel is weak, the market sentiment is pessimistic, the overall transaction is light, and the weakness of stainless steel continues to decline.