【Overview of hot spots】
Operating conditions are better than expected, 129 companies are expected to have positive results in the first half of the year
Recently, the semi-annual report performance forecast of A-share companies has gradually increased. Judging from the 563 companies that have disclosed their performance forecasts for the first half of the year, the overall operating conditions are better than expected. At the same time, the operating conditions of some companies improved in the second quarter.
Second half of China's economy: "Recovery" is still the key word GDP growth rate is expected to rebound sharply
Institutions generally believe that in the second half of the year, China's economy will accelerate its recovery, and the growth rate is expected to return to the pre-epidemic level. The improvement in domestic demand provides the driving force for the steady upward trend of the economy. It is expected that investment and consumption will work together in the second half of the year.
The Ministry of Industry and Information Technology organized a video exchange meeting on advanced energy-saving technologies in key energy-using industries
According to the news from the Ministry of Industry and Information Technology on June 22, recently, in order to track the development trend of energy-saving technologies in key energy-consuming industries and further do a good job in the exchange and promotion of advanced energy-saving technologies, the Department of Energy Conservation and Comprehensive Utilization of the Ministry of Industry and Information Technology has adopted an online video conference format. , respectively organized and held advanced energy-saving technology exchange meetings in the iron and steel, petrochemical, chemical, building materials and non-ferrous metal industries. Experts from relevant industry associations and institutions and representatives of some enterprises attended the meeting.
【steel industry】
From October 1st, mines that fail to meet the requirements in Hebei Province will be closed
The 17th meeting of the Standing Committee of the 13th Hebei Provincial People's Congress passed the "Regulations on Comprehensive Management of Non-coal Mines in Hebei Province", which will be implemented on October 1. The "Regulations" propose that non-coal mine construction projects should carry out environmental impact assessments in accordance with the law, mining mineral resources in accordance with the principles of production, management, and recovery. Greening, transformation and utilization, natural restoration and other measures are carried out. Enterprises that do not have the conditions for safe production and have not obtained a safe production license in accordance with the law are not allowed to engage in production activities.
From January to May, Chongqing Iron and Steel has reduced costs by 300 million yuan
The person in charge of Chongqing Iron and Steel said that among the 70 process technical indicators selected by the company to benchmark against domestic benchmarking steel companies such as Shaoguan Iron and Steel, the gap in 41 indicators is narrowing, especially in the steelmaking and rolling links. At present, the process cost of Chongqing Iron and Steel's long product yield and hot charging rate has dropped significantly. From January to May, the company has reduced the cost by 300 million yuan.
[Steel Market Overview] Today's domestic steel market prices are running smoothly, building materials are rising and falling, hot coils are generally rising, medium and heavy plates are mainly stable, strip steel is flat, cold rolling is rising slightly, coating is running smoothly, seamless pipes, Welded pipes have risen, profiles have become stronger, and excellent special steel has risen steadily. The specific market changes of various steel varieties are summarized as follows:
Construction steel: On June 22, the domestic construction steel market prices were mixed. Dominating the market, prices in Guangzhou are temporarily stable, while prices in Beijing, Tianjin and Shanghai are slightly adjusted. According to the monitoring data of Lange Steel Cloud Business Platform, the average price of Ф6.0mm high wire in domestic key cities is 3,977 yuan (ton price, the same below), an increase of 4 yuan compared with the previous trading day; the average price of Ф25mm third-grade rebar in key domestic cities The price was 3740 yuan, up 6 yuan from the previous trading day. In terms of leading cities: Beijing High Line (6mm) was 4460 yuan, unchanged; 3rd grade rebar (25mm) mainstream specification was 3770 yuan, up 20 yuan; Shanghai market high wire was 3870 yuan, unchanged; 3rd grade rebar was 3600 yuan, down 10 yuan . The futures snails traded at a high level in the night session, volatile at the opening in the morning, and ran at a low level in the afternoon, and finally closed in a green light. There was not much change in the market. The market opened today, and the market price was mixed. At present, the demand in some areas is still supported, but the support is not strong. It is understood that the market price in Beijing rose slightly today, and the overall transaction was acceptable. The mainstream price of thread was 3,720 yuan, and the total shipment volume of 10 large households was 9,100 tons, down 900 tons from last Friday. The mainstream price in Hangzhou is 3630 yuan, and the overall shipment is not good, and the large shippers are around 800-1000 tons; today, the price of building materials in Guangzhou has fluctuated, and the transactions of traders are acceptable. At present, the mainstream quotation of first-line resources is 3770-3780 yuan / ton , Large households can produce about 1200 tons. Based on the above analysis, it is expected that the market conditions will be adjusted within a narrow range on June 23.
Hot Rolled: Opening today. Domestic HRC prices generally rose. The current hot-rolled price of 5.5mm in key domestic cities is 3789 yuan, an increase of 17 yuan from the previous transaction and an increase of 46 yuan from the same period last week. Today's futures volume opened higher and lower, and the direct delivery of Tangshan billets pushed up by 30 yuan/ton over the weekend. Supported by the cost of raw materials, the merchants in the spot market had a strong mentality. Today, the domestic hot coil price generally increased by about 20-30 yuan. Merchants have a positive attitude in shipping before the holiday. The big bidders are still firm in the early trading, but the futures are diving, and the spot merchants are less accepting of high prices. The market is flexible in their shipments. The overall transaction is average. There are shortages of individual specifications in the region. In Shanghai and other places, after the futures rose sharply by 50 yuan last Friday, it is temporarily stable and wait-and-see today. The transaction of low-priced resources is relatively good, and the supply and demand are relatively balanced. According to the statistics of our website, 35 sample steel enterprises this week. The output of hot coil was 3.06 million tons, a weekly increase of 50,000 tons; the factory warehouse was 940,000 tons, a weekly decrease of 20,000 tons. The social pool of 29 cities across the country was 2.2697 million tons, a weekly decrease of 76,900 tons. Considering the support of the raw material side, it is expected that the mainstream price of HRC may be dominated by strong shocks in the short term.
Medium and heavy plate: On June 22, the price of the domestic medium and heavy plate market was mainly stable. According to the monitoring data of the Lange cloud business platform, the average price of 16-25mm common plate in key domestic cities was 3,833 yuan, an increase of 5 compared with the previous transaction day. Yuan, basically flat. In terms of leading cities, Handan is 3,720 yuan to maintain stability. Shanghai 3870 yuan, Guangzhou 3940 yuan, a tentative increase of 10 yuan compared with yesterday, Tianjin 3710 yuan, a tentative increase of 10 yuan, and the quotations of other key cities are temporarily stable. In terms of the locked price of steel mills, Tang Zhonghou was 3740 yuan, up 10 yuan year-on-year, Anshan Iron and Steel International Trade was 3850 yuan, up 60 yuan year-on-year, Jingye 3770 yuan, up 20 yuan, Tiangang 3750 yuan, up 10 yuan, and the remaining steel mills were temporarily stable. . Although the hot coil and the thread have been rising for more than two days over the weekend, the feedback of the medium and heavy plate is stable. Today's prices are mostly wait-and-see, and only some cities have tentatively increased. Today's futures are running sluggishly, and transactions are in general. It is reported that the current inventory of medium and heavy plates in Wu'an is 235,000 tons, an increase of 13,000 tons compared with last week. The medium and thick plates are more stable. Although the weekend prices were trending from last week, the plate varieties did not follow the upward adjustment of threaded hot coils, but mostly focused on maintaining stability and watching. For the market outlook, most merchants say that they mainly follow the market, and they dare not easily predict the market situation. It is better for steel mills to set orders than to lock prices. At present, steel mills and traders mostly focus on maintaining stability and watching, and it is expected that prices will continue to maintain the main stable pattern tomorrow.
Strip steel: According to the monitoring data of Lange Steel Cloud Business Platform: Wuxi hot-rolled strip (2.5*355mm) Zhongtian 3750 yuan, maintaining stability, Laiwu hot-rolling strip 2.5* (232-355) Laigang 3830 yuan, maintaining stability. Tangshan Xiaozhai’s factory was stable, and the mainstream steel mills reported 3,650 yuan including tax, but the transaction was not good. Later, it dropped by 20 yuan during the session to 3,630 yuan. The transaction situation improved, and Nissan was successively cleared. The price of the medium-broadband part increased by 10 yuan, and the ex-factory price of Tangshan Ruifeng strip steel was 3,690 yuan for the medium-broadband and 3,700 yuan for the broadband. Prices in North China rose slightly, while prices in South China and Central China were generally stable today. On the whole, boosted by the rise in billet prices, the overall strip steel prices increased slightly, and the opening prices were basically stable, but the high-priced transactions weakened. Black commodities fluctuated widely, and the price difference of rolls and snails turned from negative to positive. Today's transaction price was 3,631 yuan, up 0.06%. As the Dragon Boat Festival holiday is approaching, traders' mentality is relatively stable, and there is little chance for demand to be released before the holiday. It is expected that the price of strip steel will also be on a flat trend in the next few days.
Cold-rolled: On June 22, the price of domestic cold-rolled coil increased slightly, and the overall transaction was not good. According to the monitoring statistics of Lange Steel's cloud platform, the average domestic price of 1mm cold coil is 4,154 yuan (ton price, the same below), an increase of 12 yuan compared with the previous working day. The price of 1.0mm cold-rolled coil in Shanghai is 4,160 yuan, the price of 1.0mm cold-rolled coil in Guangzhou is 4,180 yuan, and the price of 1.0mm cold-rolled coil in Tianjin is 4,040 yuan. Today, the spot price of cold-rolled coils across the country increased slightly, and the overall transaction was not good. At present, judging from the bidding policies of major state-owned enterprises, the later cost is a major support for the spot price trend. In the absence of a centralized increase in the arrival of market resources, the overall market transaction of cold-rolled coils is flat, and the overall transaction is still tepid. Some merchants with high quotations in the non-fire state have no shipments. Recently, steel mills such as Maanshan Iron and Steel, Liuzhou Iron and Steel, Baosteel and other steel mills have received a small amount of cold-rolled products, and the overall inventory is still at a low level. This week, there are only three working days. On the whole, it is expected that the price of cold-rolled coils may fluctuate on June 23.
Coating: On June 22, the domestic coating market prices were consolidated. According to the testing data of Lange Steel Cloud Business Platform, the average price of 1.0mm galvanized sheet in domestic key cities is 4458 yuan (ton price, the same below), which is 4 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 5864 yuan (ton price, the same below), which is 2 yuan higher than the price of the previous trading day. Today, the price of domestic coated coils is running smoothly. Today's black futures are down weakly, and the market turnover is average. Today, the price of private galvanizing is weakly adjusted, among which the representative steel mills are: Zhaojian 4270 yuan/ton, Xinyu 4260 yuan/ton, Dongheng 4240 yuan/ton, except Dongheng lowered 20 yuan, the rest are stable. The prices of state-owned steel mills were basically stable today. Recently, the high temperature weather in the north continued, coupled with the repeated impact of the epidemic, the transaction was not good. According to the feedback from traders, the market demand in North China is weak, and the transaction volume of large households in Tianjin is around 700 tons. In the southern market, the rainy season affects downstream purchases to a certain extent. In addition, the current price is at a high level, and the recent shipments have been unstable. In terms of mentality, traders are cautious about the market outlook, and short-term operations are mostly based on shipments and warehouse reductions. On the whole, it is expected that the domestic coating market price may fluctuate on June 23.
Welded pipe: Today, the price of domestic welded pipe and galvanized pipe rose slightly. According to the monitoring data of Lange Steel Cloud Business Platform, the average price of 4-inch (3.75mm) welded pipes in key domestic cities is 4,132 yuan, an increase of 8 yuan from last Friday. Xi'an rose by 20 yuan, and the quotations of other central cities were temporarily unchanged from last Friday. At present, the factory price of Hebei mainstream pipe factory is about 3800 yuan for 4-inch (3.75mm) welded pipe, and 4450 for galvanized pipe 4-inch (3.75mm). Today, some pipe factories in North China increased their prices by 20 yuan with Ruifeng, and other pipe factories temporarily maintained their prices after the weekend increase. At present, the transaction of pipe factories is average. Due to the impact of the Beijing epidemic, the management and control of pipe factories in Tianjin and Hebei are stricter, and they are sent to areas with severe epidemics. It is difficult to find a car, and the transaction is obviously limited. Market: From 6 o'clock today, Beijing will implement the strictest regulations for leaving Beijing (all Beijing personnel must have the latest nucleic acid test report, and no nucleic acid test report or a test report that has expired for more than 7 days will not be allowed to leave Beijing. Affected by this, the inflow of resources in the Beijing area was restricted, and the transaction prices of individual merchants in the market increased slightly, ranging from 20-40 yuan, but some construction sites were stopped, resulting in a decline in transaction volume; in addition, transactions in central and southern regions such as Zhengzhou, Guangzhou and other places were deserted , Replenishment is negative, and individual merchants report that it is difficult to guarantee the agreement volume this month. In general, the market weakness continues, and it is difficult to improve in the short term. The downward adjustment pressure on the price of welded steel pipes still exists, but the extent of cost support is limited.
Seamless pipe: The price of seamless pipe in the top ten leading cities in the country has risen. According to the monitoring data of Lange Steel Cloud Business Platform, as of June 22, 2020, the average price of seamless pipe 108*4.5mm is 4508 yuan, which is higher than the previous transaction. It was up 15 yuan on a daily basis. According to the feedback from traders, the shipment has increased compared with last week, and the profit margin of small and medium-sized pipes is still small. Today's billet Huaigang increased by 30, now 20 hot rolled 4050 yuan, Weigang increased by 30, now 20 hot rolled 3780, continuous casting 3680. Changzhou Dongfang increased by 10, now 20 hot rolled 3970. Today, individual pipe factories are also raised by 50 yuan. The current pipe factories have low profit margins and great pressure, and they dare not schedule too much production. Shandong pipe factories have a high degree of overlap. The feedback from traders is that the overall market demand is still low, the transaction volume is increasing slowly, and the price is difficult to rise. They are not optimistic about the recent market. , a small amount of replenishment.
Profiles: On the 22nd, the domestic profile market prices stabilized and strengthened. According to the monitoring data of the Lange cloud business platform, the average price of 25# I-beam steel in key central cities in China is 3891 yuan (ton price, the same below), which is 13 yuan higher than the market price yesterday; the average price of 25# channel steel is 3884 yuan. Yuan, which is 12 yuan higher than yesterday's market price; the average price of 5# angle steel is 3911 yuan, which is 11 yuan higher than yesterday's market price. During the weekend, the billet price continued to rise, accumulatively rising by 30 yuan. Tangshan, a representative city in the north, has actively followed up with the increase, and the price of Anshan Baode, a steel mill in the northeast, has been raised by 20 yuan/ton. After the rise, the transaction in the resource market declined, and the overall wait-and-see mood struck. At present, the mainstream price of I-beam in Tangshan area is 3600-3620 yuan, the price of channel steel is 3580-3590 yuan, and the price of angle steel is 3620-3680 yuan. In the morning opening period, the merchants were in low spirits, and some intraday discounts made profits and shipped. The southern cities were basically stable and strengthened, and adjusted within a narrow range. The market demand is difficult to sustain heavy volume. The Dragon Boat Festival holiday is coming soon, and the merchants have no strong intention to stock up, and the overall bearish sentiment is still high. In the afternoon, the ex-factory price of Qian'an billet including tax was stable at 3,340 yuan. It is expected that the domestic profile market price will weaken in a narrow range tomorrow.
Excellent and special steel: On June 22, the domestic market price of excellent and 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 3991 yuan, and the average price of 40cr composite steel 85mm is 4,178 yuan, an increase of 17 yuan from the previous trading day. Market: Market: Taking the market price of 45# carbon steel as an example, Huaigang is 3920 yuan, Hanggang is 3900 yuan, Dongfang is 3890 yuan, Yuanli is 3910 yuan, Zhongtian is 3900 yuan, Nangang is 3900 yuan, and Luli is 3710 yuan. Yuan, Laigang 3850 yuan, Xiwang 3910 yuan (Linyi warehouse), Guangfu 3740 yuan, Fulun 3720 yuan, Jiangxin 3710 yuan, Weigang 3900 yuan, Xianggang 3950 yuan.
In terms of steel mills: Huaigang, Nangang, Weigang, Hanggang, and Quzhou Yuanli raised their prices for excellent special steel by 30 yuan over the weekend. stable. Shandong Guangfu's accumulative increase of 50 yuan for Zhongyuan, 30 yuan for general yuan, and 40 yuan for Dayuan. Changzhou Dongfang raised 10 yuan for excellent special steel. On the whole, the price of domestic special steel market is stable and rising today. Some resources in the market follow the choice of steel mills to go up, and most market prices are still stable. The demand has declined compared with the previous period, and the recent market situation of excellent special steel is still not optimistic. Although most market prices are stable, there are still cases of secret sales. It is expected that the domestic high-quality special steel market price will be dominated by weak operation tomorrow.
Steel billet: On June 22, the direct delivery price of steel billet in Tangshan area increased by 30 yuan/ton compared with last Friday. The price including tax is quoted at 3340 yuan / ton, and the price including tax for warehouse spot is quoted at 3420-3