The global demand is strong, the shortage of ferromolybdenum is difficult to solve, and the stainless steel pipes containing molybdenum have risen sharply.-Zhejiang Benji Stainless Steel Co., Ltd

First, the raw material report:
1. Nickel: On August 5, the closing price of nickel in London was $15,024, down $42, or 0.28%; The latest price of Shanghai Nickel 2509 is 120,500 yuan, down by 0.25% in 300 yuan. Shanghai high carbon ferrochromium FeCr55C1000(50 basis) 7600 yuan /50 basis tons. The reference price of Luoyang ferromolybdenum FeMo60 is 271100 yuan/ton.
2. The latest price of stainless steel 2509 is 12,935 yuan, down by 0.12% in 15 yuan; The position was 85,781 lots and the turnover was 32,182 lots.
3, Fujian Qingtuo renewable resources Yongchang freight yard waste stainless steel purchase price (yuan/ton):
1) 304 new material and laser plate: 9750 yuan/ton, 304 new punching plate and thick plate tube: 9600 yuan/ton, 304 industrial material and plate tube: 9200 yuan/ton, and 304 oil punch: 9300 yuan/ton;
2), 316 new material, laser plate, edge wire 18400, 316 industrial material, plate short and thick tube 18200;
3), 2205 black material 17500, white material 18300; 2507 black material 19000, white material 20700; 2520 black material 21000, white material 23000.
Delivery place: A113, No.15 Road, Binhai No.1 Road, Longwan District, Wenzhou City (including tax invoicing and additional tax points)
Second, Wuxi stainless steel coil reference price
1, TISCO hot rolling guide price:
300 hot rolling series: 14,950 yuan/ton for 304/NO.1; 15,300 yuan/ton of 321/ NO.1; 26,200 yuan/ton for 316L/NO.1
Medium plate (trimmed, thickness: 14-20mm, width: 1500mm)304 material-16,100 yuan/ton, 321 material 18,300 yuan/ton, 316L material 27,700 yuan/ton.
2. Guide price of Dongte hot rolling:
S30408 12,500 yuan/ton made of 4-12mm and 12,500 yuan/ton made of 14mm; 12,500 yuan/ton for 16mm;
S31603 24150 yuan/ton made of 4-12mm and 24150 yuan/ton made of 14mm; 16mm 24150 yuan/ton;
310S hot rolled flat plate is 32,300 yuan/ton for 3mm, 32,000 yuan/ton for 4-12mm and 32,700 yuan/ton for 14mm.
3. Qingshan hot rolling: 304 material is 12,400 yuan/ton; Dingxin 2205 hot rolled 26,100 yuan/ton, Dingxin 310S material 3mm 32,200 yuan/ton, 4-10mm 31,900 yuan/ton.
4. Zhang Pu guide price: 12,700 yuan/ton for 304 material and 15,500 yuan/ton for 321 hot rolling; 316L hot rolled 24700 yuan/ton.
III. Reference price of stainless steel tubes and rods
1. [The price of Qingshan Round Steel is 65-130 in April] S30400 material is 12,450 yuan/ton, 316L material is 23,600 yuan, TP321 material is 15,150 yuan/ton, 321 material is 13,950 yuan/ton, and S22053 material is 24,500 yuan/ton, 310S s.
2. 【 Zhejiang Friendship New Material Continuous Casting Slab 】
1) 16,800 yuan/ton of 347H material (160-360); 23,000 yuan/ton of 316H material ~ 160-360.
2) 23,800 yuan/ton for 2205 material ￠160-360 and 23,600 yuan/ton for 65-105 (negotiable);
3) 29,100 yuan/ton for 2507 material (160-360) and 30,200 yuan/ton for 65-105;
4) 31,700 yuan/ton of 32,760 material (160-360)
5) 30,000 yuan/ton for 310S material ￠160-360, and 30,600 yuan/ton for 65-130.
6) 59,200 yuan/ton (negotiable) for 904L material (160-360).
3. 【 Yongxing Bar-65-130 】 304 is 15,500 yuan/ton, TP321 is 17,800 yuan/ton, 316L is 27,500 yuan/ton, 316LGB is 30,100 yuan/ton, and S22053 is 29,500 yuan/ton.
4. [Fukai Sales Price]:
1), 2205(F60) material ￠150-300 round steel 24900 yuan/ton (discussion); 65-130 round steel 25,100 yuan/ton (by electricity);
2) 32,300 yuan/ton for 310S material (150-300) and 33,300 yuan/ton for 65-130; 26,000 yuan/ton of 309S material ~ 65-130;
3), S32750(F53) material ￠150-300 round steel 30500 yuan/ton; 65-130 round steel 33300 yuan/ton. S32760(F55) material ￠65-130 round steel 37300 yuan/ton.
4), 316l ~ 65-130 round steel 27500 yuan/ton; 316ti ~ 65-130 round steel 28,100 yuan/ton; National standard 316l ~ 65-130 round steel 31500 yuan/ton; German standard 316 material-65-130 round steel 28,700 yuan/ton; 317L ~ 65-130 round steel 34700 yuan/ton;
5) 15,100 yuan/ton for 304 round steel (150-300) and 15,500 yuan/ton for 65-130; 18,000 yuan/ton of 321H material ~ 65-130; 20200 yuan/ton of 347H material ~ 65-130;
6), No.7718 ~ 200-250 round steel 172,000 yuan/ton; 65-130 round steel 173,000 yuan/ton;
7), No.8810 ~ 200-250 round steel 63500 yuan/ton; 65-130 round steel 64500 yuan/ton.
8), NO8926/1.4529 material ￠200-250 round steel 88000 yuan/ton, ￠65-130 round steel 76000 yuan/ton;
9) NO8825 material: 91,500 yuan/ton for 200-250 round steel and 94,500 yuan/ton for 65-130 round steel;
10), No.8028 ~ 200-250 round steel 80500 yuan/ton, ~ 65-130 round steel 81500 yuan/ton;
11), No.8120 ~ 200-250 round steel 84500 yuan/ton, ~ 65-130 round steel 86500 yuan/ton;
12), 630 material (17-4)￠150-300 round steel 15900 yuan/ton, ￠65-130 round steel 15900 yuan/ton; 631 material (17-7)-65-130 round steel 19,000 yuan/ton; 632 material (15-7mo) ~ 65-130 round steel 29,300 yuan/ton;
13) 187,000 yuan/ton of NO6625 material (200-250); 65-130 round steel 181,000 yuan/ton;
14) 117,000 yuan/ton of NO6601 material (200-250); 118,000 yuan/ton for 65-130.
15) 131,000 yuan/ton of NO6600 material (200-250); 133,000 yuan/ton for 65-130.
16) 205,000 yuan/ton for NO10276￠200-250-250; 65-130 round steel 207,000 yuan/ton;
17), XM-19 ~ 65-130 round steel 34300 yuan/ton;
18), S31254 material-65-130 round steel 62000 yuan/ton.
19), 904L material ￠65-130 round steel 63000 yuan/ton.
20), XM-19 material ￠65-130 round steel 34300 yuan/ton, 15-5PH(XM-12) material ￠65-130 round steel 18600 yuan/ton.
21) 159,000 yuan/ton of NO3030 material (200-250); 65-130 round steel 161000 yuan/ton.
155,000 yuan/ton of NO4400 material ~ 200-250;
22) 146,000 yuan/ton of NO4400 material (200-250); 65-130 round steel 148,000 yuan/ton.
23), 1.4460 material ￠65-130 round steel 23800 yuan/ton.
5. 【 Zhejiang Benji Pipe Reference Price 】
Stainless steel seamless pipe 30408 material, specification 25*2*6000 cold-drawn pipe pickling weighing delivery-24.9 yuan/kg;
Stainless steel seamless pipe S31603 material, specification 25*2*6000 cold-drawn pipe pickling weighing delivery-38.8 yuan/kg;
Stainless steel seamless pipe S32168 material, specification 25*2*6000 cold-drawn pipe pickling weighing delivery-28.9 yuan/kg;
Stainless steel welded pipe 30408 material, specification 219-813*4-6 pickling and weighing delivery-18.9 yuan/kg;
Stainless steel welded pipe S31603 material, specification 219-813*4-6 pickling and weighing delivery-32.6 yuan/kg;
Stainless steel welded pipe 32168 material, specification 219-813*4-6 pickling and weighing delivery-24.9 yuan /kg.
Fourth, statistical data:
According to Mysteel research:
On July 31st, 2025, the social stock of stainless steel 89 warehouse in the national mainstream market was 1,111,289 tons, which was 7,417 tons less than last week, with a decrease rate of 0.66%, of which:
The total inventory of cold-rolled stainless steel was 627,071 tons, an increase of 1,624 tons or 0.66% over last week.
The total inventory of hot-rolled stainless steel is 484,118 tons, which is 9,041 tons less than last week, with a decrease of 1.83%.
The total inventory of 200 series was 192,734 tons, a decrease of 9,420 tons or 4.66% compared with last week.
The total inventory of 300 series is 676,670 tons, an increase of 6,729 tons or 1.00% over last week;
The total inventory of 400 series is 241,785 tons, a decrease of 4,726 tons or 1.92% compared with last week;
The caliber inventory of Wuxi 50 warehouse is 619,478 tons, an increase of 4,644 tons over last week, with an increase of 0.76%;
The caliber inventory of Foshan 28 warehouse is 324,401 tons, which is 2,322 tons less than last week, with a decrease of 0.71%.
11 warehouses in Zibo, Jieyang, Shenyang and Xi an have a caliber inventory of 167,310 tons, a decrease of 9,739 tons or 5.50% compared with last week.

V. Market analysis
Due to the tight supply of molybdenum oxide and strong global demand, the price has risen to the highest level in two years. The price of ferromolybdenum in India rose by 80,000 rupees/ton (about 916 US dollars/ton) compared with July 23rd, and that in China rose by 10,000 yuan/ton compared with a week ago. As the shortage of raw materials is unlikely to be alleviated in the short term, a major Indian seller said that the price of ferromolybdenum is expected to rise further.
Affected by the continuous rising price of ferromolybdenum shortage, yesterday, Qingshan raised the 400 yuan/ton of 316L stainless steel bar and the 600 yuan/ton of 2205 stainless steel bar, so the molybdenum-containing stainless steel pipes were raised across the board.
The price of nickel ore in Indonesia is firm. It is reported that some ferronickel production capacity has turned to nickel matte again. It is expected that the supply of ferronickel and the domestic quantity of ferronickel will shrink in the later period, and the domestic ferronickel price will rise to 913.5 yuan/nickel point. Most domestic iron plants are still at a loss, and some downstream stainless steel plants have reduced production due to profit factors, and the domestic and international consumption is weak.

Zhejiang Benji Stainless Steel Co., Ltd.,