1、 Raw material report:

1. Nickel: on August 31, the three-month closing price of London nickel was 21411 US dollars, up 42 US dollars, or 0.20%. The latest price of Shanghai nickel was 169790 yuan, down 240 yuan, or 0.14%. Shanghai high carbon ferrochromium fecr55c1000 (50 basis) 7600 yuan / 50 basis tons. Luoyang ferromolybdenum femo60 is 173000 yuan / ton.

2. Stainless steel continuous: the latest price is 15420 yuan, up 105 yuan, or 0.69%. The position was 67008 and the trading volume was 40998.

3. Danan waste stainless steel price

201 old pipe 5000-5100304 industrial 11700-11800304 new material 11800-11900304 particle10800-10900;

316 shaving 16600-16800316 large furnace 17600-17800310 clinker 29800-30000;

430 no film 4400-4600431 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: 30100 yuan / ton.

2. Dongte hot rolling guide price: 15600 yuan / ton for 304 material 4-12mm and 15800 yuan / ton for 14mm; 16300 yuan / ton for 16mm; 316L material: 25000 yuan / ton for 4-12mm and 25400 yuan / ton for 14mm; 26000 yuan / ton for 16mm;

3. Jiuquan Iron and steel 2205 hot rolling 27800 yuan / ton, dongte 2205 hot rolling 25800 yuan / ton.

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

5. Zhangpus guiding price: 304 material 16600 yuan / ton, 321 hot rolling 19500 yuan / ton; 316L hot rolling 25500 yuan / ton.

3、 Reference price of stainless steel pipe rod

1. [September futures price of Qingshan round steel ￠ 65-130] price: s30400 material: 15400 yuan / ton,; 316L material 24500 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 19000 yuan / ton, 316ls material is 27600 yuan / ton, and 32107 material is 21200 yuan / ton.

5. [Guoqing round steel ￠ 65-130] s22053 material is 24100 yuan / ton, and s31008 material is 40400 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 25, 2022, the social inventory of stainless steel in the national mainstream market was 877302 tons, 4048 tons less than last week, a decrease of 0.46%, including:

The total inventory of cold-rolled stainless steel was 390227 tons, a decrease of 18877 tons over the previous week, a decrease of 4.61%;

The total inventory of hot rolled stainless steel was 487075 tons, an increase of 14829 tons over the previous week, an increase of 3.14%;

The total inventory of 200 series is 121862 tons, a decrease of 538 tons over the previous week, a decrease of 0.44%;

The total inventory of 300 series was 439377 tons, a decrease of 17353 tons or 3.80% over the previous week;

The total inventory of 400 series is 316063 tons, an increase of 13843 tons over the previous week, an increase of 4.58%.

Wuxis inventory was 476414 tons, an increase of 739 tons over the previous week, an increase of 0.16%.

Foshans inventory was 140644 tons, 11218 tons less than last week, a decrease of 7.39%.

The inventory of Zibo, Jieyang, Shenyang and Xian was 260244 tons, an increase of 6434 tons over the previous week, an increase of 2.53%.



5、 Market analysis

In August, the purchasing manager index of the manufacturing industry was 49.4%, lower than the critical point, 0.4 percentage points higher than that of the previous month, and the prosperity level of the manufacturing industry rebounded. Recently, the price center of ferronickel in the market has moved down slightly, and the factory price of domestic mainstream ferronickel has been lowered to 1260-1280 yuan / nickel point. Under this price, most domestic manufacturers are in a loss state.

In August, the price of stainless steel fell weakly. At the beginning of the month, the price of stainless steel was 15392.5 yuan / ton, and at the end of the month, the price of stainless steel fell to 14773.75 yuan / ton, with an overall decrease of 4.02% and a year-on-year decrease of 15.13%.

The domestic economic data of this month is not as expected, and the market demand has not improved significantly. Except for scrap steel, the upstream of stainless steel shows a downward trend. The decline of iron ore was the same as that of stainless steel, and nickel fell more. The price of nickel in the upstream was weak this month due to loose supply and poor demand for new energy and stainless steel in the downstream.

Dragged down by the real estate cycle, the stainless steel market is sluggish. Since March, the price of stainless steel has been falling endlessly. Although the raw material end is also in the decline channel, the spot price of stainless steel has fallen even more. In addition, high-temperature power and production restrictions have dragged down the downstream operation rate, and the steel plant has continued to reduce production. Affected by the domestic epidemic and the extrusion of Indonesian stainless steel on the domestic market, the stainless steel market is weak.

In terms of stainless steel, the production cost of 304 private cold rolling is around 15900 yuan / ton. Many steel mills have been in a small loss state, especially high-cost steel mills. It is common for steel mills to reduce production. The spot transactions are listed.

In September, with the arrival of the traditional peak season, the demand may be boosted to a certain extent, but the overall economy is sluggish, and the boost may not be large. It is expected that the stainless steel price in September may be better than that in August, but the increase may be limited.