After the end of the rainy season in the Philippines, nickel iron factories have loosened prices, and molybdenum iron rarely stops rising-Zhejiang Benji Stainless Steel Co., Ltd

1、 Raw Material Report:

1. Nickel: On July 5th, the closing price of nickel in London was $21207, up $699, or 3.41%; The latest price of Shanghai Nickel 2308 is 165620 yuan, up 7480 yuan, or 4.73%. Shanghai high carbon ferrochrome FeCr55C1000 (50 base) is 9000 yuan/50 base tons. 257000 yuan/ton for Luoyang ferromolybdenum FeMo60.

2. The latest price of stainless steel SS2308 is 14860 yuan, up 110 yuan, or 0.75%; The holding volume is 70588 hands and the trading volume is 101806 hands.

3. Price of Dainan waste stainless steel

201 New materials 5500-5600304 Industrial 10700-10800304 New materials 10800-10900304 Particleboard 9800-9900;

316 shavings 17800-18000316 large furnace 19200-19400310 clinker 26900-27000;

430 No film 4400-4500431 Returned material 3050-3100.

2、 Wuxi stainless steel plate coil reference price

III

1. Taiyuan Iron and Steel Hot Rolling Guiding Price:

300 hot rolled series: 15800 yuan/ton for 304/NO.1; 17800 yuan/ton for 321/NO.1; 27300 yuan/ton for 316L/NO.1.

Middle plate (cut edge, thickness: 14-20mm, width: 1500mm) 304 material -16400 yuan/ton, 321 material 22600 yuan/ton, 316L material 31900 yuan/ton.

2. Dongte Hot Rolling Guiding Price:

S30408 material: 14300 yuan/ton for 4-12mm, 14500 yuan/ton for 14mm; 15000 yuan/ton for 16mm;

S31603 material: 26200 yuan/ton for 4-12mm, 26600 yuan/ton for 14mm; 27200 yuan/ton for 16mm;

310S hot-rolled flat plate 3: 37600 yuan/ton for 4mm, 36800 yuan/ton for 5-12mm, and 37800 yuan/ton for 14mm.

3. Dongte 2205 hot rolled at 27800 yuan/ton.

4. Qingshan hot rolling: 304 material 14200 yuan/ton;

5. Zhangpu guide price: 15200 yuan/ton for 304 materials, 18500 yuan/ton for 321 hot-rolled materials; 316L hot-rolled 26900 yuan/ton.

3、 Reference price of stainless steel pipe and rod

1. The July price of Qingshan round steel is ? 65-130. S30400 material is 14600 yuan/ton, 316L material is 25400 yuan/ton, TP321 material is 17700 yuan/ton, and 321 material is 16500 yuan/ton. 304 raw pipe round steel price+800316L raw pipe round steel price+1000321 raw pipe round steel price+900.

2. S30400 material is 14700 yuan/ton, and 316L material is 25200 yuan/ton.

3. Yongxing Bar Material ? 65-130: 304 material 17000 yuan/ton, TP321 material 19800 yuan/ton, 316L material 29500 yuan/ton, 316LGB material 33100 yuan/ton, S22053 material 31500 yuan/ton.

4. Fukai Market Price:

1) 2205 material ? 65-130 round steel 28400 yuan/ton; 27600 yuan/ton for continuous casting billets made of 2205 material, ? 170-250; 2) TP316L continuous casting billet ? 150-250: 26300 yuan/ton; 3) 2205 continuous casting billet ? 170-250: 27800 yuan/ton;

4) NO8810 electroslag ingot ? 360-900: 72000 yuan/ton; 5) NO8825 electroslag ingot ? 360-900: 108000 yuan/ton; 6) 17-4 electroslag ingot ? 360-900: 2200 yuan/ton;

7) 625 vacuum electroslag ingot ? 360-900: 226000 yuan/ton; 8) 6600 vacuum electroslag ingots ? 360-900: 171000 yuan/ton; 9) C-276 vacuum electroslag ingot ? 360-900: 247000 yuan/ton;

10) 718 vacuum electroslag ingot ? 360-900: 195000 yuan/ton;

11) Jiangyin Hanzhou 2205/F60 material is 28500 yuan/ton, 2507 material/F53 material is 37500 yuan/ton, and 630/17-4PH material is 18000 yuan/ton.

12) Wuxi Puhengjia 304L material: 18200 yuan/ton for ? 140-250, 18400 yuan/ton for ? 260-400; The 316L material costs 27700 yuan/ton for ? 140-250, and 27900 yuan/ton for ? 260-400.

5. Zhejiang Benji Pipe Reference Price

Stainless steel seamless pipe 30408 material, specification 25 * 2 * 6000, cold drawn pipe, pickled and weighed for delivery -28.8 yuan/kg;

Stainless steel seamless pipe S31603 material, specification 25 * 2 * 6000, cold drawn pipe, pickled and weighed for delivery -41.5 yuan/kg;

Stainless steel seamless pipe S32168 material, specification 25 * 2 * 6000, cold drawn pipe, pickled and weighed for delivery -32.8 yuan/kg;

Stainless steel welded pipe 30408 material, specifications 219-813 * 4-6, pickled and weighed for delivery -20.7 yuan/kg;

Stainless steel welded pipe S31603 material, specifications 219-813 * 4-6, pickled and weighed for delivery -34.6 yuan/kg;

Stainless steel welded pipe 32168 material, specification 219-813 * 4-6, pickled and weighed for delivery -28.1 yuan/kg.

4、 Statistical data (according to Mysteel research):

According to Mysteel research:

1. As of June 30th, the total amount of domestic trade stainless steel drifting in the sea was 24695 tons, a total of 11 ships, a decrease of 16159 tons compared to the previous period, with 24695 tons from Fujian port and 0 tons from Jiangsu port.

2. From June 25th to June 30th, the total amount of domestic stainless steel unloading to port was 53967 tons, a decrease of 40139 tons compared to the previous period; Foshan has 21786 tons, a decrease of 25884 tons compared to the previous period; Wuxi has 32181 tons, a decrease of 14255 tons compared to the previous period; 49200 tons from Fujian port and 4767 tons from Jiangsu port. (Jiangsu Steel Factory often uses small boats or cars for shipping to Wuxi, which is not within the monitoring range)

5、 Market analysis

304 stainless steel is in a pattern of increasing supply, neutral consumption, and weak cost neutrality. In June, the production of 300 series stainless steel was at a high level, while the performance of terminal consumption was average. Moreover, the high profit status of nickel iron combined with the continuous expansion of new production capacity may lead to a downward trend in the price center of nickel iron in the later stage, and the upward space for stainless steel prices is limited. In addition, a new batch of Russian nickel long-term cooperation orders will arrive in the near future, and domestic resources will be further replenished. Previously, there have been concentrated restocking activities in the middle and lower reaches. Please pay attention to the market transaction situation and restocking efforts this time.

The rainy season in the Philippines has ended, nickel ore shipments have rebounded, and nickel iron factories have loosened their prices. Recently, the market has seen a resurgence of low-priced iron transactions, which has put downward pressure on stainless steel on the cost side. In terms of stainless steel, although the social treasury continued to go out of stock this week, there was a slight accumulation of stock in the 300 series. We believe this is an important signal for the market, which is that market confidence has entered a low point, and merchants have a strong mentality of selling out profits. The disturbance of future supply may weaken.

Zhejiang Benji Stainless Steel Co., Ltd.,