[National Fixed Investment] National fixed asset investment (excluding farmers) increased by 2.6% from January to November 2020
From January to November, the national fixed asset investment (excluding rural households) was 49.956 trillion yuan, a year-on-year increase of 2.6%, and the growth rate was 0.8 percentage points higher than that from January to October. Among them, private investment in fixed assets was 27,808.8 billion yuan, an increase of 0.2%, and a decrease of 0.7% from January to October. In terms of the month-on-month rate, fixed asset investment (excluding farmers) increased by 2.80% in November.
[Real estate industry] National real estate development investment and sales from January to November 2020
From January to November, the national real estate development investment was 12949.2 billion yuan, a year-on-year increase of 6.8%, and the growth rate was 0.5 percentage points higher than that from January to October. Among them, the residential investment was 9,583.7 billion yuan, an increase of 7.4%, and the growth rate increased by 0.4 percentage points.
[Coke production] In November, coke production was 40.46 million tons, a year-on-year increase of 4.5%
According to data from the National Bureau of Statistics, in November 2020, the national coke output was 40.46 million tons, a year-on-year increase of 4.5%; from January to November, the national coke output was 431.7 million tons, a year-on-year decrease of 0.2%.
[Industrial Production] The added value of industrial enterprises above designated size increased by 7.0% in November 2020
In November, the added value of industrial enterprises above designated size increased by 7.0% year-on-year in real terms (the growth rates of added value below are the actual growth rates after deducting price factors), and the growth rate was 0.1 percentage points higher than that in October. From a month-on-month perspective, in November, the added value of industrial enterprises above designated size increased by 1.03% over the previous month. From January to November, the added value of industrial enterprises above designated size increased by 2.3% year-on-year.
[Coal output] Raw coal output in November was 350 million tons, a year-on-year increase of 1.5%
According to data from the National Bureau of Statistics, in November 2020, the production of raw coal was 350 million tons, a year-on-year increase of 1.5%; the average daily output was 11.58 million tons, a month-on-month increase of 720,000 tons. From January to November, the production of raw coal was 3.48 billion tons, a year-on-year increase of 0.4%.
[National Power Generation] In November, the national power generation was 641.9 billion kWh, a year-on-year increase of 6.8%
According to data from the National Bureau of Statistics, in November 2020, the national power generation was 641.9 billion kWh, a year-on-year increase of 6.8%, and the growth rate was 2.2 percentage points higher than the previous month; the average daily power generation was 21.40 billion kWh, a month-on-month increase of 1.74 billion kWh. From January to November, the power generation amounted to 6,682.4 billion kWh, a year-on-year increase of 2.0%.
[Social electricity consumption] The electricity consumption of the whole society in November was 646.7 billion kWh, a year-on-year increase of 9.4%
According to statistics from the National Energy Administration, in November 2020, the electricity consumption of the whole society was 646.7 billion kWh, a year-on-year increase of 9.4%. In terms of different industries, the electricity consumption of the primary industry was 6.8 billion kWh, a year-on-year increase of 12.9%; the electricity consumption of the secondary industry was 467.9 billion kWh, a year-on-year increase of 9.9%; the electricity consumption of the tertiary industry was 97.4 billion kWh, a year-on-year increase of 8.1%. %; the domestic electricity consumption of urban and rural residents was 74.6 billion kwh, a year-on-year increase of 7.3%. From January to November, the total electricity consumption of the whole society was 6,677.2 billion kWh, a year-on-year increase of 2.5%. In terms of different industries, the electricity consumption of the primary industry was 77.8 billion kWh, a year-on-year increase of 9.9%; the electricity consumption of the secondary industry was 4,503.3 billion kWh, a year-on-year increase of 2.1%; the electricity consumption of the tertiary industry was 1,092.7 billion kWh, a year-on-year increase of 0.8 %; the domestic electricity consumption of urban and rural residents was 1,003.4 billion kWh, a year-on-year increase of 6.0%.
【steel industry】
[Steel output] Crude steel output in November was 87.66 million tons, an increase of 8.0% year-on-year
According to data from the National Bureau of Statistics, in November 2020, my country's crude steel output was 87.66 million tons, a year-on-year increase of 8.0%. In November, the country's average daily crude steel output was 2.922 million tons, a month-on-month decrease of 1.7%; from January to November, my country's crude steel production The output was 961.16 million tons, a year-on-year increase of 5.5%.
In November 2020, my country's pig iron output was 72.01 million tons, a year-on-year increase of 4.7%; the average daily pig iron output in November was 2.400 million tons, down 2.3% from the previous month; from January to November, my country's pig iron output was 812.9 million tons, a year-on-year increase of 4.2% .
In November 2020, my country's steel output was 117.34 million tons, a year-on-year increase of 10.8%; the average daily steel output in November was 3.911 million tons, a month-on-month increase of 2.3%; from January to November, my country's steel output was 1,202.03 million tons, a year-on-year increase of 7.0%.
[Ten-day crude steel production] Crude steel production of key steel companies rebounded in early December
According to statistics from the China Iron and Steel Association, in the first ten days of December 2020, the average daily crude steel output of key steel enterprises was 2.2025 million tons, an increase of 96,800 tons or 4.6% from the previous month, and an increase of 11.97% year-on-year.
Baosteel Desheng builds 5.7 million tons of stainless steel boutique base
On the morning of December 14th, Baosteel Desheng held a series of publicity and education activities to present "130 Years of Baowu in China" and a ceremony to celebrate the commissioning of 1780 hot-rolled hot load, a key project in Fujian Province. Before the ceremony, Wang Ning, Deputy Secretary of the Fujian Provincial Party Committee and Governor, Zhao Long, Member of the Standing Committee of the Provincial Party Committee and Executive Vice Governor, and Lin Baojin, Member of the Standing Committee of the Provincial Party Committee and Secretary of the Fuzhou Municipal Party Committee, met with Chen Derong, Secretary of the Party Committee and Chairman of China Baowu, and his party to further strengthen the The two sides conducted in-depth and friendly exchanges on cooperation and other matters.
The successful commissioning of 1780 hot rolling under hot load is a milestone event in the development history of Baosteel Desheng. The project adheres to the concept of high-quality, green and intelligent development, and is committed to building a safer, smarter and higher-quality domestic first-class stainless steel production line by adopting advanced intelligent equipment and technology at home and abroad. This project makes up for the shortcomings of Baosteel Desheng's long-term lack of matching production lines. The production varieties are expanded from 200 series and 300 series to 400 series, high-quality carbon steel, etc. The product quality and market competitiveness have been significantly improved. A solid foundation has been laid for the construction of a high-quality stainless steel base.
[Steel Market Overview] Today's domestic steel market prices are up and down, building materials are up and down, hot coils are down slightly, cold-rolled are up and down, welded pipes are partially adjusted, medium and heavy plates are mainly stable, and seamless pipes are up slightly , Excellent and special steel rose steadily, coating rose and fall, strip steel decreased, billet rose steadily, furnace charge ore was weak, and the rest of the varieties rose. The specific market changes of various steel varieties are summarized as follows:
Construction Steel:
Summary: Domestic building materials prices rose and fell on the 15th
On December 15, the domestic construction steel market prices were mixed; the leading market, the prices in Beijing, Shanghai, Guangzhou and Tianjin dropped slightly. According to the monitoring data of Lange Steel Cloud Business Platform, the average price of Ф6.0mm high wire in domestic key cities is 4437 yuan (ton price, the same below), which is 7 yuan lower than the previous transaction; the average price of Ф25mm third-grade rebar in key domestic cities 4067 yuan, down 12 yuan from the previous trading day. In terms of leading cities: Beijing high-speed wire (6mm) was 4,750 yuan, unchanged; 3-grade rebar (25mm) mainstream specification was 3,890 yuan, down 20; Shanghai market high-wire was 4,520 yuan, flat; 3-grade rebar was 4,150 yuan, down 10.
In terms of futures, the night market fluctuated at a low level and rose to a high level in the afternoon; when the market opened today, the market price generally weakened and adjusted. It is understood that the market price in Beijing is mixed today, and the overall transaction is picking up. The mainstream price of thread is 3,860 yuan, and the total shipment volume of 10 large households is 8,200 tons. In Hangzhou, the price rose slightly. The mainstream price was 4180-4190 yuan. The overall transaction was acceptable. Ten sample traders shipped 12,200 tons. Today, the Guangzhou market price is weak. At present, the mainstream price of first-line resources is: 4340-4360 yuan / ton, and the second-line mainstream price is 4230-4300 yuan / ton. Merchants reported that the transaction was average today, and ten sample traders shipped 13,600 tons. Based on the above analysis, it is expected that the market conditions may be adjusted within a narrow range on December 16.
Hot rolled:
At the opening of the market today, domestic HRC prices fell slightly. At present, the hot-rolled price of 5.5mm in key domestic cities is 4,469 yuan, down 14 yuan from yesterday and up 124 yuan from the same period last week.
The market opened in the morning, and the futures volume fluctuated upwards. The continuous rise of the steel billet factory drove the market sentiment, and the downstream purchasing sentiment warmed up. The merchants maintained their strong willingness to support the price yesterday, and some first-tier cities lowered the price by about 10-20 yuan. The price has risen in recent days. The high price has led to cautious purchases at the terminal. This correction is also reasonable. However, the cost of steel mills is still high. The price is still strong. Now some steel companies are overhauling their rolling lines, and the production of hot coils has relatively decreased. In addition, there are not many new resources in the market recently, and the inventory is not obvious. Accumulation, there is little pressure on the inventory of merchants, and there is limited room for price reduction. In the absence of good news, it is expected that the domestic hot coil market price will fluctuate weakly in the short term.
Cold rolled:
Cold-rolled: Domestic cold-rolled coil prices were mixed on December 15, and the overall transaction was average. According to the monitoring statistics of Lange Steel's cloud platform, the average price of domestic 1mm cold coil is 5,476 yuan (ton price, the same below), an increase of 5 yuan compared with the previous working day. The price of 1.0mm cold-rolled coil in Shanghai is 5,640 yuan, the price of 1.0mm cold-rolled coil in Guangzhou is 5,390 yuan, and the price of 1.0mm cold-rolled coil in Tianjin is 5,350 yuan.
The national cold-rolled spot prices continued to rise and fall. In terms of market sentiment, affected by the shock and correction of the black-based futures disk, the market sentiment weakened, and the spot hot-rolled price fell in most markets. According to the feedback of some cold-rolled merchants, today's cold-rolled transactions began to weaken. Steel mills raised their prices sharply, and the market prices were forced to increase. Cold-rolled prices were artificially high. goods. In terms of downstream industries, the overall order intake is average, high-level purchases are less, and downstream purchases are more on-demand. On the whole, it is expected that the national cold-rolled price will continue to fluctuate at a high level on December 16.
Welded pipe:
Pipe factory: Today, the price policy of North China welded pipe and galvanized pipe factory has partially adjusted by 20-30 yuan. Today, the shipment of the pipe factory has not changed, but the billet has continued to rise, and the price of natural gas has skyrocketed. The actual transaction price of the current main pipe factory is 4270-4320 yuan for 4-inch (3.75mm) welded pipes, and 4800-4850 yuan for galvanized pipes. In the market, the current market price of 4-inch (3.75mm) welded pipe is 4250-4600 yuan, and galvanized pipe is 4700-5300 yuan. The current high market is unstable, the cooling range is gradually expanding, and the enthusiasm for downstream operations is still weak. In this issue, the trend of snails has turned red, and the raw material side continues to be strong. It is expected that the price of welded and plated pipes will remain stable and some will depend on testing.
Midboard:
On December 15th, the market price of medium and heavy plates in key domestic cities was mainly stable. According to the monitoring data of Lange cloud business platform, the average price of 16-25mm common plate in key cities in China was 4,276 yuan, which was basically the same as the previous transaction day. It rose by 149 yuan in the same period last week, up 325 yuan from the same period last month. In terms of leading cities, Handan is stable at 4,130 yuan; Tianjin is 4,160 yuan, down 20 yuan; Guangzhou is 4,550 yuan, stable; Shanghai is 4,380 yuan, stable. In terms of locked prices of steel mills, Puyang, Jingye 4,200 yuan, Tiangang 4,180 yuan, down 20 yuan from the previous trading day; Shuixin 4,100 yuan, down 10 yuan from the previous trading day; the other steel mills' locked prices were basically the same.
Today, the futures market continued to consolidate at a low level. The billet quotation in early trading tentatively rose by 10 yuan. Affected by this, the spot market basically maintained a cautious wait-and-see attitude. The mid-board quotations in various regions were basically stable, with some minor adjustments of 10-20 yuan. In terms of transactions, due to the sharp drop in temperature, the demand side was affected, and merchants' shipments were not ideal. In addition, the current price is still relatively high, and the downstream has a strong fear of high, so the market trading and inquiries are sparse, and the level of shipments is to the next level. In terms of steel mills, a small number of medium plate steel companies are currently overhauling their rolling lines, and the overall output of medium plates has dropped slightly. In addition, the factory's inventory is not high, and the steel mills and traders are not under pressure, so the price drop is not enough. On the whole, the positive and negative effects are combined, and there is little room for price fluctuations in the short term. It seems that the domestic plate market price may continue to consolidate at a high level tomorrow.
Tube:
Seamless pipes: On December 15, domestic seamless pipes continued to rise slightly. According to the monitoring data of Lange Steel Cloud Business Platform, the average price of 108*4.5mm seamless pipes in key cities in China is 4,848 yuan, an increase of 15 yuan from the previous trading day. Today, Changzhou Dongfang raised its price by 40 yuan, and the current ex-factory price of 20# hot-rolled billet Dongfang is 4770 yuan. In terms of pipe factories, today the Shandong pipe factory has raised a total of 30-100 yuan, and the current ex-factory price of 108*4.5mm in Linyi pipe factory is 4580-4850 yuan.
Part of the market rose slightly today, with an increase of about 50 yuan. According to the feedback of seamless pipe traders from all over the world, the current price has risen too fast, the downstream acceptance is limited, the overall shipment situation is not optimistic, the overall demand performance is unstable, and the merchants are pessimistic. , Due to the strong price of upstream raw materials, which has formed a strong support for the market price, the merchants are currently mainly digesting the low-priced inventory in the early stage, and the enthusiasm for purchasing has not been high recently. In summary, it is expected that the domestic seamless pipe market price will run smoothly in the near future.
Excellent Special Steel:
On December 15, the domestic market price of excellent special steel rose steadily. According to the monitoring data of Lange Steel cloud business platform, the average price of 45# carbon-bonded steel 85mm in key domestic cities is 4,656 yuan, and the average price of 40cr combined steel 85mm is 4,842 yuan, an increase of 30 yuan from the previous trading day.
In terms of steel mills: today, Changzhou Dongfang raised the price of excellent special steel by 40 yuan, Xiwang raised the price of excellent special steel by 50 yuan, and Xining raised the price of excellent special steel by 100 yuan. The ex-factory prices of other steel mills were temporarily stable.
Market: Taking the market price of 45# carbon steel as an example, the warehouse price: Huaigang 4750 yuan, Hanggang 4750 yuan, Dongfang 4700 yuan, Yuanli 4750 yuan, Zhongtian 4680 yuan, Nangang 4750 yuan, Laigang 4840 yuan, Hunan Steel 4550 yuan. Direct price: Qinggang 4600 yuan, Weigang 4600 yuan, Juneng 4500 yuan, Xiwang 4420 yuan, Guangfu 4400 yuan, Fu Lun 4430 yuan, Jiangxin 4430 yuan, Luli 4450 yuan, Ronggang 4350 yuan.
On the whole, the price of domestic special steel market is stable and rising today. At present, the price is still at a high position, and the price of raw materials is still rising. The ninth round of coke increase has been implemented in some areas. Under the condition that raw materials squeeze profit margins, steel mills are also more willing to support prices. In the current high price situation, the market's fear of heights is obvious, and the mentality is more cautious. Due to the current reduction in production, both steel mills and social inventories have declined. The downstream terminal is gradually transitioning to the off-season, and the demand continues to decline. However, the rising price of raw materials is a strong support for the special steel. It is expected that the domestic market price of the special steel will continue to run at a high level in the short term.
Coating:
On December 15, the domestic coating market prices were mixed. According to the testing data of Lange Steel Cloud Business Platform, the average price of 1.0mm galvanized sheet in domestic key cities is 5547 yuan (ton price, the same below), which is 10 yuan higher than the previous working day; the current domestic key city is 0.47 yuan The average price of mm color-coated sheet is 6540 yuan (ton price, the same below), which is 2 yuan lower than the price of the previous trading day.
Today's domestic coating prices were mixed. Hot coil black futures fluctuated, the spot price of raw materials fell slightly, and the galvanized price of private steel mills in the north fell. According to traders' feedback,