Domestic molybdenum market supply is less than demand, stainless steel short-term prices or strong shocks-Zhejiang Benji Stainless Steel Co., Ltd

1. Raw material report:
1. Nickel: On July 31, London nickel closed at $22,293, down $14, or 0.07%; Shanghai nickel 2309 latest price 171930 yuan, down 130 yuan, down 0.08%; Shanghai high carbon ferrochrome FeCr55C1000(50 base) 8900 yuan /50 base ton. Luoyang ferro molybdenum FeMo60 263000 yuan/ton, up 1500 yuan.
2, stainless steel SS2309 latest price 15340 yuan, up 70 yuan, up 0.46%; The open position was 84,878 lots and the trading volume was 114,232 lots.
3, Dynan waste stainless steel price
201 New material 5400-5500, 304 Industrial 10400-10500, 304 new material 10600-10800, 304 shavings 9400-9500;
316 Shavings 17600-17700, 316 large furnace 19100-19200, 310 clinker 26800-26900;
430 No film 4150-4250, 431 return charge 3250-3300.
Second, Wuxi stainless steel coil reference price
1, TISCO hot rolling guide price:
300 hot rolling series: 304/NO.1 16100 yuan/ton; 17600 yuan/ton of 321/ NO.1; 27,700 yuan/ton for 316L/NO.1.
Middle plate (cut edge, thickness: 14-20mm, width: 1500mm) 304 material - 16700 yuan/ton, 321 material 22800 yuan/ton, 316L material 31900 yuan/ton.
2, Dongte hot rolling guide price:
S30408 material 4-12mm 14700 yuan/ton, 14mm 14900 yuan/ton; 15400 yuan/ton for 16mm;
S31603 material 4-12mm 26700 yuan/ton, 14mm 27100 yuan/ton; 27600 yuan/ton for 16mm;
310S hot rolled plate 3, 4mm 36900 yuan/ton, 5-12mm 36100 yuan/ton, 14mm 37100 yuan/ton.
3, Dongte 2205 hot rolling 27900 yuan/ton.
4, Qingshan hot rolling: 304 material 14,500 yuan/ton;
5, Zhangpu guide price: 304 material 15,500 yuan/ton, 321 hot rolled 18,500 yuan/ton; 316L hot rolling 27,200 yuan/ton.
Third, stainless steel pipe rod reference price
1, [Qingshan round steel price ￠65-130 August price] S30400 material 14,700 yuan/ton, 316L material 26300 yuan/ton, TP321 material 17,600 yuan/ton, 321 material 16,400 yuan/ton. 304 round steel price +800,316L series round steel price +1000,321 series round steel price +900.
2, 【 Delong round steel ￠65-130】S30400 material 14800 yuan/ton, 316L material 26100 yuan/ton.
3, [Yongxing bar ￠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; 2205 material continuous casting billet 170-250 ￠27600 yuan/ton;
2), TP316L continuous casting billet - 150-250:26300 yuan/ton; 3), NO8810 electroslag ingot ￠360-900:72000 yuan/ton;
4), NO8825 electroslag ingot ￠360-900:108000 yuan/ton; 5), 17-4 electroslag ingot ￠360-900:22,000 yuan/ton;
6), 625 vacuum electroslag ingot ￠360-900:226000 yuan/ton; 7), 6600 vacuum electroslag ingot - 360-900:171000 yuan/ton;
8), C-276 vacuum electroslag ingot ￠360-900:247000 yuan/ton; 9), 718 vacuum electroslag ingot ￠360-900:195,000 yuan/ton;
10), Jiangyin Hanzhou 2205/F60 material 28500 yuan/ton, 2507 material /F53 material 37500 yuan/ton, 630/17-4PH material 18000 yuan/ton.
11), Wuxi Puhengjia 304L material 17100 yuan/ton of 140-250, 17300 yuan/ton of 260-400; 316L material - 27500 yuan/ton of 140-250, 27700 yuan/ton of 260-400.
5, 【 Zhejiang Benji pipe reference price 】
Stainless steel seamless pipe 30408 material, specifications 25*2*6000 cold drawn pipe pickling delivery - 27.9 yuan /kg;
Stainless steel seamless pipe S31603 material, specifications 25*2*6000 cold drawn pipe pickling delivery - 42.3 yuan /kg;
Stainless steel seamless pipe S32168 material, specifications 25*2*6000 cold drawn pipe pickling delivery - 32 yuan /kg;
Stainless steel welded pipe 30408 material, specification 219-813*4-6 pickling pound delivery -- 21.1 yuan /kg;
Stainless steel welded pipe S31603 material, specification 219-813*4-6 pickling pound delivery -- 35.1 yuan /kg;
Stainless steel welded pipe 32168 material, specification 219-813*4-6 pickling pound delivery - 28.1 yuan /kg.
Iv. Statistical Data:
According to Mysteel:
As of July 28, the total volume of domestic stainless steel in transit was 13,683 tons, a total of 8 ships, a decrease of 27,887 tons from the previous period, 13,683 tons from Fujian port, and 0 tons from Jiangsu port.
From July 21 to July 28, the total amount of stainless steel discharged from domestic trade to the port was 77,771 tons, a decrease of 4271 tons compared with the previous period; Foshan 45,539 tons, an increase of 7,783 tons over the previous period; Wuxi 32,232 tons, a decrease of 12054 tons from the previous period; 73,004 tons from Fujian port and 4,767 tons from Jiangsu port. (Jiangsu steel factory shipments to Wuxi mostly use boats or motor transport, not within the scope of monitoring)
5. Market analysis
In July, the stainless steel market broke through the shock range near the end of the month, "carry-over" rose, and the monthly price as a whole closed up slightly. On the one hand, the price of raw materials has risen, on the other hand, favorable policies have been introduced continuously, macro expectations have been strengthened, and news of level control policies and environmental protection production limits have been frequent, and market sentiment has improved. At present, the domestic molybdenum market supply is less than the demand situation, the molybdenum market as a whole will continue to run strong, but with the soaring price of ferro molybdenum, steel mills for high price raw materials to withstand limited, the industry chain upstream and downstream game situation has not been significantly broken, continue to pay attention to the pricing of steel mills. Yesterday, ferro molybdenum rose 2000 yuan, Qingshan today raised August 316L round steel 200 yuan/ton.
Looking forward to August, the steel market still need to remain cautious, the policy landing and demand release still need time, nickel ore prices are also a certain extent of the steel price rise space to form constraints, stainless steel market short-term prices or strong shocks, to rebound ideas.以上翻译结果来自有道神经网络翻译（YNMT）? 通用场景

Zhejiang Benji Stainless Steel Co., Ltd.,