多地伴有强降雨,钢材价格何去何从?
天物彩板专注彩板行业16年——更多多地强降雨对钢材价格的影响_山西氟碳彩钢板价格表请拨打网站上方电话咨询
近日,河北西南部、河南西北部、广西南部、广东雷州半岛、海南岛西北部、云南南部、浙江中部和北部沿海地区、台湾岛中部和北部的部分地区出现暴雨,包括河北南部、河南西部和北部,海南岛西北部雷州半岛台湾岛北部等地有大暴雨(100~160毫米)。上述部分地区伴有短期强降水(最大小时降雨量20~50mm,局部可超过70mm),局部有雷暴、大风等强对流天气。预计河南、河北等地的强降雨天气将明显减弱。
原料
[铁矿石]铁矿石市场在本周上涨后表现疲软。P&P指数波动,目前62%的P&P指数为213.6美元。随着铁矿石供应的不断改善和生产限制的不断发酵,贸易商的心态较弱,支持价格的意愿不强。在钢铁厂短期补货后,港口现货市场陷入低迷,观望情绪沉重,市场活动低迷。预计短期内,国内矿石市场将稳定观望,个别调整幅度在5-10元左右。
【焦炭】国内焦炭市场稳定而疲软。由于河南强降雨和焦煤到货不畅,平顶山地区的焦炭企业被迫将产量限制在20%-30%,短期内焦炭供应区域紧张。此外,由于低硫煤补充困难,西北地区一些焦炭企业降低了焦炭质量,转而使用高硫焦炭,因此低硫焦炭供应紧张。其他地区的焦炭企业大多维持正常的生产水平,库存压力较低。短期内,焦炭供需减少,预计焦炭市场将稳定而疲软地运行。
成本方面
津冀钢铁企业铁水无税成本为3573,相当于钢坯含税成本约4602。唐山钢坯出厂价为5180,利润约578元/吨。铁水库存成本预计约3717元(不含税),相当于钢坯含税成本约4765元,利润约415元/吨。
唐山总库存41.5万吨,比昨天增加6600吨,其中:海逸宏润昨天投入0.57吨,投入0.49吨,目前库存为208900吨;项羽现有库存5.93万吨,项羽现有库存15万吨;镇乡地产昨天入库0.26吨,出库0.09吨,目前库存4.68万吨。近年来,一些国外钢坯流入唐山,市场流通资源增加,钢坯库存增加。今天上午,唐山钢坯直运交易疲软,仓库现货部分报5230元,含税。交易员的心态谨慎,市场交易处于观望状态。
In recent days, some areas in southwestern Hebei, Northwestern Henan, southern Guangxi, Leizhou Peninsula in Guangdong, Northwestern Hainan Island, southern Yunnan, coastal areas in central and Northern Zhejiang and central and Northern Taiwan island
have experienced heavy rain, including southern Hebei, Western and Northern Henan, Leizhou Peninsula, Northwestern Hainan Island There are heavy rainstorms (100 ~ 160 mm) in some areas such as the north of Taiwan Island. Some of the above areas are
accompanied by short-term heavy precipitation (the maximum hourly rainfall is 20 ~ 50mm, which can exceed 70mm locally), and there are thunderstorm, gale and other strong convective weather locally. It is expected that the heavy rainfall weather in
Henan, Hebei and other places will be significantly weakened.
Raw materials
[iron ore] the iron ore market is weak after rising this week. The P & P index fluctuated, and now 62% of the P & P index is US $213.6. With the continuous improvement of iron ore supply and the continuous fermentation of production
restriction, traders' mentality is weak and their willingness to support the price is not strong. After the steel plant's short replenishment, the port spot has fallen into a downturn, with heavy wait-and-see mood and low market activity. It is expected
that in the short term, the domestic ore market will be stable and wait-and-see, with an individual adjustment range of about 5-10 yuan.
[coke] the domestic coke market is stable and weak. Due to heavy rainfall in Henan and poor arrival of coking
coal, coke enterprises in Pingdingshan area are forced to limit production by 20% - 30%, and the coke supply is regional tight in the short term. In addition, due to difficulties in replenishing low sulfur coal, some coke enterprises in Northwest China
have reduced coke quality and switched to high sulfur coke, so the supply of low sulfur coke is tight. Coke enterprises in other regions mostly maintain normal production level, with low inventory pressure. In the short term, coke supply and demand have
decreased, and the coke market is expected to operate stably and weakly.
Cost aspect
The cost of hot metal excluding tax in Tianjin Hebei steel enterprises is 3573, which is equivalent to the cost including tax of billet about 4602. The ex
factory price of Tangshan billet is 5180, and the profit is about 578 yuan / ton. The cost of hot metal inventory is expected to be about 3717 (excluding tax), which is equivalent to the cost of billet including tax of about 4765, and the profit is about
415 yuan / ton.
Tangshan has a total inventory of 415000 tons, an increase of 6600 tons compared with yesterday, including: Haiyi Hongrun put in 0.57 and put out 0.49 yesterday, and the current inventory is 208900 tons; The current stock of Xiangyu
is 59300 tons, and the current stock of Xiangyu is 150000 tons; The property Zhenxiang was warehoused yesterday by 0.26 and warehoused out by 0.09, and the current inventory is 46800 tons. Recently, some foreign billets have flowed into Tangshan, the
market circulation resources have increased, and the billet inventory has increased. This morning, the transaction of Tangshan billet direct delivery was weak, and the warehouse spot part was reported as 5230 yuan, including tax. The traders' mentality
was cautious, and the market trading was on the sidelines.