Who can help me analyze the trend of iron and steel industry in mid-June 165438+ 10?

The focus is on the tentative hoarding of goods by traders. The possibility of steel price falling sharply again is reduced: last week (165438+1October 17 -2 1), the steel market price showed obvious signs of stabilization and recovery. The prices of hot-rolled coils and cold-rolled coils rebounded sharply, with the highest increase reaching 8.8%; The construction steel market rose steadily and slightly; The price of medium plate rose slightly. Analysts believe that with the launch of the national 4 trillion investment plan and the cancellation of some steel export tariffs, the cumulative effect of the policy began to appear in the steel market, and traders began to tentatively hoard goods to boost the rebound of steel prices. However, there are still fluctuations in the steel market, and the market will enter the stage of repeated bottoming, but it is unlikely that the steel price will fall sharply. SASAC handpicked Pangang to "marry" Angang, and Angang is expected to become the industry overlord again: in August, the media rumored that SASAC originally instructed Baosteel to integrate Pangang. However, after several months of setbacks, SASAC changed his mind and chose Angang. If this discussion is true, it will achieve the status of Angang as the steel leader in China. The three iron ore giants delayed price negotiations: traditionally, the annual iron ore price negotiations started in the fourth quarter of each year (in recent years, it was 165438+ 10), but now the end of 165438+ 10 is approaching, but the negotiations are still silent. Experts in the industry said that in today's downturn of the steel industry, the decline of iron ore prices is inevitable, so the three major international iron ore giants are reluctant to sign long-term agreements that are not conducive to themselves under the current situation, but choose to delay for a while and watch the development of the steel market. Rizhao Steel denied the cancellation of the ship purchase transaction: It is reported that Shandong Rizhao Iron and Steel Holding Group Co., Ltd. purchased a bulk carrier of 10 to 18 this year. In the end, Rizhao Steel would rather give up the deposit of 15% (about 2 137. In the whirlpool of public opinion, Rizhao Steel is still producing at full capacity: the operation of Nippon Steel is not as bad as the outside world imagined, and the normal production of the company has not been affected. Recently, it is still producing at full capacity. At present, the company's iron ore inventory has fallen below 2 million tons, which is only enough for more than one month. Australian mining company FMG wants to join hands with China steel enterprises to cope with the financial crisis: FMG is the third largest iron ore supplier in Australia and an important imported iron ore supplier for China steel enterprises. China iron and steel enterprises are the most important markets for Australian iron ore enterprises. In the context of the current global financial crisis, the demand and price of steel products are falling rapidly, and iron ore suppliers are facing a critical moment of production reduction and unsalable sales. A high-level delegation of Australian FMG Company led by Frest made a special trip to Hunan on 24th, hoping to tide over the difficulties with China iron and steel enterprises through all-round cooperation. China's cancellation of steel export tariffs was opposed by the United States: as soon as China released the steel export restrictions, it was "jointly protested" by the American steel industry. The five major iron and steel associations in the United States recently issued a joint statement saying that China should stop export tax rebates and subsidies to promote cheap domestic steel exports, and asked the US government to take active measures against China's steel trade policy. The source of funds for the local government 18 trillion yuan investment plan attracts people's attention: following the State Council's 4 trillion yuan stimulus plan, the local government also announced its investment plan last week. According to the cost-benefit calculation of 24 provinces and cities that have announced investment plans, the total investment plan is close to 18 trillion yuan. It is understood that this data is only the intention of local governments at present, and whether it can be finally implemented depends on the approval of specific projects by the National Development and Reform Commission.

Summary of steel market Today, the overall domestic steel market fluctuated. Construction steel prices fell slightly; The price of hot coil rose again, and the price of cold plate continued to rise slightly; The medium plate market fell slightly; The price of coated board continues to rise; Profile prices are mainly stable; The market price of pipelines is rising. The specific market changes of various steel products are summarized as follows:

Construction steel: Today, the domestic market price of construction steel dropped slightly. According to the market monitoring of Lange Steel Information Research Center, the average price of 25mm rebar in domestic key cities is 3584 yuan, down from yesterday 13 yuan. Prices in key central cities Xi, Beijing and Tianjin decreased by 100 yuan respectively, while prices in 50 yuan and 30 yuan increased by 50 yuan, while prices in other markets remained stable. The average price of 6.5mm high-speed rail in domestic key cities is 3582 yuan, which is lower than yesterday in 4 yuan. Among key cities, Xi, Tianjin and Beijing are lower than 50 yuan, 30 yuan and 30 yuan respectively, while Chengdu, Hangzhou and Wuhan are higher than 30 yuan, 30 yuan and 20 yuan respectively. Other markets are relatively stable. Today, the domestic construction steel market price has dropped slightly. Due to the close to the end of the month, affected by the financial pressure and the price policy issued by steel mills, the price dropped slightly. At the same time, there are signs of increased resources in the northern market, and some businesses have begun to increase shipments due to increased resources and financial pressure. According to the latest data from the Bureau of Statistics, the export volume of steel bars and wire rods in China in May 438+10 was 58,700 tons and 296,700 tons respectively, which was 90,200 tons and 26 1.50 tons lower than that in September. In June, 5438+ 10, the total import of steel bars was 0.10.6 million tons, an increase of 0.4 million tons over September. Wire rod imports were 47,700 tons, an increase of 0.54 million tons compared with September. It can be seen that the export volume of construction steel continues to decline, the pressure on domestic market resources will increase, and the market will fluctuate slightly in the short term.

Hot coil: Today, the price of hot coil in domestic central cities has risen again, but some markets still fell slightly. The average price of 5.5mm hot-rolled coils in domestic key central cities was 3,260 yuan, up by 39 yuan compared with yesterday, among which Shanghai and Zhengzhou rose 100- 150 yuan, Tianjin, Beijing, Hangzhou and Guangzhou rose by 40-50 yuan compared with yesterday, Wuhan, Xi and Chengdu remained stable, and Shenyang fell by 50 yuan compared with yesterday. Affected by the rise and continuous rise of hot-rolled electronic disks yesterday, the domestic hot-rolled spot market prices rose again, and the prices in major markets such as Beijing, Tianjin and Shanghai rose by 50- 100 yuan. However, merchants are unwilling to raise prices, indicating that the price increase is imaginary, some market resources are seriously insufficient, and shipments are greatly affected, and there is no market for price. However, the settlement price of some steel mills and the order price of 65438+February have not yet been issued. If the market price rises, it is likely that the price of steel mills will not be in place, and the merchants will suffer in the end. It is also known that nearly 50,000 tons of hot coil resources in Shagang were successfully auctioned at a price of 2,600 yuan, which may have a certain downward effect on some market prices in the short term and have a negative impact on the whole hot coil market trend. However, the resource supply of steel mills is still lagging behind in general, and the shipments of Masteel and Shagang are only 40-50%. However, the production progress of a few steel mills, such as Baotou Steel, is normal, and resources are successfully put into the local market. The terminal demand is still weak, which also affects their prices. At present, businesses are still not optimistic about the market outlook. It is estimated that the domestic hot coil market will show a trend of ups and downs and consolidation in the near future.

Cold plate: today's opening, domestic cold-rolled coils rose slightly. According to the market monitoring of Lange Iron and Steel Information Research Center, the average price of 1.0mm cold plate in domestic key central cities is 4 130 yuan, which is 25 yuan higher than yesterday. After rising continuously, due to the lack of downstream demand support, cold-rolled coils finally began to slow down. Today, except for Tianjin, which is affected by the extreme shortage of stocks and the sharp rise in prices, other regions are basically running smoothly. At the critical moment at the end of the year, most steel mills focus on ordering next year, and the delivery situation is worrying. In terms of steel mills, the battle for leading steel mills has recently started. Baosteel's unprecedented low price policy this year hit the market and confronted Angang. The price war is getting worse. Based on Baosteel's preferential price policy in June 5438+February, steel traders are eager to place orders. Next year, Benxi Steel will officially launch the "acceptance plan", which means that the capital chain of steel traders will become more flexible. And a new round of competition between steel mills has just begun.

Medium plate: Today, the domestic market price of medium plate has dropped slightly, with a small range. According to the market monitoring of Lange Iron and Steel Information Research Center, the average price of 20mm medium plate in domestic key cities is 35 17 yuan, down from yesterday 15 yuan. 50 yuan fell in Zhengzhou, Guangzhou and Chengdu. With the recent fluctuation of the hot coil market price in the northern market, the price increase of the medium plate market has weakened. Although the quotation of merchants has not changed, the actual transaction price has dropped by about 50 yuan. The old factory of Tiangang has basically resumed normal production, resources have arrived one after another, and the specifications are relatively complete. In addition, according to dealers, the current market transaction situation has not improved significantly, and middlemen are not enthusiastic about getting goods. It is said that "the medium plate of Baotou Steel now has 30,000 tons of auction, and the price is 2,950 yuan. However, no matter the material and specifications, few people have received it. At present, it is only about 8,000 tons, and it is estimated that the price will have to be lowered later. " Dealers are not optimistic about the market price. The price of medium and heavy plate in the southern market is stable and the transaction is average. The situation that the price increase of hot coil market is difficult to keep has a negative impact on the medium plate market, and the market turnover is average. In terms of resources, the arrival of major steel mills is still not much recently, and the resources of Liugang and Shaogang are still mostly, and the arrival of second-tier steel mills is not much. In the absence of a large number of goods, merchants are more willing to ship at a stable price. For the market outlook, most dealers said that with the massive supplement of foreign resources, the market price is difficult to be firm.

Galvanized sheet: Today, the market price of galvanized sheet in domestic central cities is rising. According to the market monitoring of Lange Iron and Steel Information Research Center, the average price of galvanized sheet in domestic key central cities 1.0mm is 4,255 yuan, which is higher than yesterday's price by 20 yuan, with Wuhan and Fuzhou rising 150 yuan and 50 yuan respectively. Although the price of galvanized sheet in the domestic market has risen from time to time recently, the transaction is not supported and some market prices are adjusted back from time to time. Near the end of the month, it is expected that there will be follow-up resources replenishment next week, and the price is difficult to pull up. Generally speaking, there are still some differences in the mentality of merchants, but under the cognition that there will be no sharp and deep decline in the market outlook, the recent market conditions will continue to fluctuate slightly with the changes of various inventories and transactions.

Color coated board: Today, the market price of color coated board in domestic central cities rose slightly. According to the market monitoring of Lange Iron and Steel Information Research Center, the average price of 0.47mm color-coated board in domestic key central cities is 5480 yuan, up by 5 yuan compared with yesterday, and only the Wuhan market is up by 50 yuan. Last week, due to the overall increase in plate prices, the delivery volume of downstream traders and users of color-coated plates also increased significantly, especially for downstream steel structure processing enterprises and steel mills. At the same time, the rising prices of upstream chilled coils and galvanized coils also increase the cost of color-coated plates. However, although the price has risen recently, some manufacturers still face sales pressure. On the whole, the current demand depends more on hoarding goods, and winter is the off-season of industry terminal demand. At the same time, the upstream plate price has shown signs of turning around recently, so the price increase of color-coated plates will also be limited, and the market may face adjustment again in the later period.

Hot-rolled strip steel: Today's opening, domestic strip steel prices began to fall. According to the market monitoring of Lange Steel Information Research Center, the mainstream price of 2.5*( 145-355) strip steel in Tangshan market is 3,200 yuan (ton price, the same below), down 100 yuan from yesterday. In Bazhou market, the spot price of 2.5*( 183-355) strip steel is 3,300 yuan, down by 70 yuan compared with yesterday. In the Shanghai market, the spot price of 2.5*232 bar is 3,350 yuan, and the spot price of 5.0*685 bar is 3,080 yuan, which is the same as yesterday. After the North China Strip Steel Conference yesterday, the price of Tangshan billet began to loosen. Up to today, the spot price of Tangshan 150* 150 plain carbon steel billet is 2950 yuan, and the price of 165*225 is 3000 yuan, both down from last Friday. 150 yuan. At the same time of cost reduction, the price of strip steel in Bazhou market has been falling since yesterday. As of today, the spot price of 2.5*(232-355) bar steel in Bazhou market is 3,300 yuan, down from last Friday 150 yuan. Affected by these unfavorable factors, some steel mills in Tangshan began to lower the price of strip steel this morning, and some steel mills delayed the price, but the general direction of the downward adjustment will not change, but the extent of the downward adjustment has not yet been clear. At present, the market demand is still sluggish, and bar steel manufacturers in various places have limited production to varying degrees. In the East China market, due to the recent slight fluctuation of Shanghai hot coil and the cautious operation of strip steel merchants, the price is basically stable, but the transaction is still loose. As the weather turns cold, the number of starts will gradually decrease, so it is still difficult for mainland steel bars to really get out of the trough in the short term.

Welded pipe: Today, the price of welded pipe in domestic central cities has increased slightly. According to the market monitoring of Lange Steel Information Research Center, the average price of 4-inch (3.75mm) welded pipes in domestic key central cities was 3,874 yuan, up 10 yuan from last weekend, among which Tianjin and Tangshan both rose by 50 yuan. Under the influence of the recent price increase of strip steel, the price of pipe factory rose last weekend, which led to a significant rebound in the market price in North China. According to dealers, the market transactions are good after the price increase, and the daily shipments of large households are still around 300 tons. But in terms of raw materials, the price of carbon blank in Tangshan market 150 fell today 150 yuan to 2950 yuan. Considering that the downstream demand of welded pipes will gradually weaken, the price of raw materials will weaken, which may play a downward role in the market price of welded pipes.

Seamless pipe: today's opening, the domestic seamless pipe market is in a slow consolidation channel, the price of small and medium-sized resources is stable, the large caliber is obviously declining, and the market transaction is relatively dull. According to the monitoring of Lange Steel Information Research Center, the average price of national key cities 159*6mm is 5050 yuan, which is lower than that of 5 yuan yesterday. Although the price of seamless pipes in Shandong Province has recently increased by 100 yuan due to the shortage of steel billets, from the current seamless pipe market in Beijing and Tianjin, the prices of medium and small caliber resources have stabilized and the prices of large caliber resources have been chaotic. The price of the first-class agent of φ 273-325 pipe resources has decreased compared with the previous period, and the price of the second-and third-class dealers has decreased limited. However, the price advantage of Baotou Steel has obviously affected the market since it was lowered last week. At present, the price of φ 325 * 9 and 10 resources in Baotou Steel is about 6 100 yuan, and there is still room for profit. However, judging from the current social inventory, the resources of Angang and Baotou Steel are still tight, and some merchants have begun to purchase resources of Baotou Steel, and the arrival time is mostly early next month. Therefore, from the current domestic seamless pipe market, it is inevitable that the price of the big pipe market will fall.

Profile: Today, the profile market price in some central cities in China is mainly stable. According to the market monitoring of Lange Steel Information Research Center, the average price of 25# I-beam in domestic key central cities is 4,070 yuan, the average price of 25# channel steel is 4 1 yuan, and the average price of 5# angle steel is 3,755 yuan, all of which are the same as yesterday's price. Recently, the stock of profile market is at a low level, and the transaction has not improved significantly. Today, the market price is basically stable. At present, the angle steel resources of Shougang Hongye in North China market are very few, and some markets basically do not sell Shougang angle steel, mainly Tangshan resources. Only some dealers in Beijing market have Shougang angle steel, and other steel mills have few resources. Beijing, Tianjin and other markets 12# I-beam resources are basically out of stock. Although there are not many market resources, the willingness to purchase in large quantities is still not strong because merchants are still bearish on the later market. By the end of the month, it is unlikely that the price of relatively stable profiles will fluctuate again, and the willingness of merchants to adjust prices is not strong. Without the support of trading, it is expected that the market price will be dominated by low consolidation in the short term.

Summary of carbon-bonded steel in special steel: Today, the domestic carbon-bonded steel market shows a slight upward trend, mainly due to the sharp reduction of market resources in various places. Market traders are generally optimistic about the market trend in the spring after the year, and market confidence is gradually recovering. According to the market monitoring of Lange Iron and Steel Information Research Center, 45# carbon steel: the production of 80mm in Xiangtan Iron and Steel Company is 3,500 yuan, the production of φ 60mm is 3,450 yuan, the production of 50mm in Egang is 3,500 yuan, the production of φ 80 in Nangang is 3,550 yuan, and the production of φ 60mm in Shougang is 3,500 yuan. 40Cr alloy steel, 20mm produced by Shougang is 3850 yuan, φ 140mm is 4 150 yuan, and φ 160mm produced by Benxi Steel is 4200 yuan. Recently, the national government introduced economic stimulus policies to stimulate market demand, and steel mills also adopted measures such as reducing production and limiting production on a large scale to adapt to the market, and market confidence reversed. Due to the sharp decrease in market turnover in the early stage, the sharp drop in market inventory is also the reason to support the recent market price increase. However, the transaction performance of merchants in the market is still not weak. Due to the shortage of goods in the market, it is common for merchants to flee goods, which is often the main reason for pushing up market prices. To sum up, the current structural steel market is in a short-term equilibrium period, which only slightly enhances market confidence, but the long-term trend is still not optimistic. At present, it depends on how much the market will be stimulated after the spring of next year.

Stainless steel: Today, the domestic stainless steel market shows a slight upward trend. As the international raw material prices continue to rise, the domestic stainless steel market is further rising. According to the market monitoring of Lange Steel Information Research Center, the domestic market quotation is: Zhangpu Manufacturing: 304/2B 0.8mm cold coil10.9 million yuan, 2.0mm cold coil 1.8 1.00 yuan; 304/2B 2.0mm 17600 yuan produced by TISCO; 4.0-3.0mm hot rolled 304/ 1 flat plate 15800 yuan, with the same specification, Zhang Pu 16000 yuan, and 304/ 1 coiled plate TISCO 16800 yuan. In recent years, the stainless steel raw material market has been affected by the continuous rise in international nickel prices. Nowadays, domestic nickel prices have also started to rise, leading to an increase in the stainless steel market. According to industry insiders, due to the large decline in the previous period and the support of technical buying in the later period, a new wave of pull-up trend began to appear, but it was still not optimistic about the long-term trend and continued to sell goods. As a result, the support for price increases in major domestic cities such as Wuxi and Foshan is obviously insufficient today. Because the demand of end users has not been opened yet, the room for further increase is very limited, so the actual turnover of businesses is not high when the long-term trend is not optimistic. Although TISCO, Zhangpu and other first-line steel mills have cut equipment production, the actual inventory in the market is still greater than the demand, and the basic market situation has not changed. As well as the sharp decline in export volume, downstream users still adopt the strategy of "using now and adopting now", and the current market is only rising in vain. It is expected that the future market price will be mainly stable in the short term, but accompanied by a slight downward trend. It is expected that the international market procurement will climb, bringing about a warming trend in the market.

Charging dynamics165438+125 October, the performance of the domestic charging market fluctuated. Details are as follows:

Billet market: Today, prices in some parts of the domestic billet market continue to fall, the market quotation is chaotic, and the transaction situation is average. It is known from the market that the price of billet rose rapidly last week, but the demand did not improve significantly. Under the premise of continuous growth of billet inventory, the situation of billet unsalable is more obvious. At the same time, after the start of some small and medium-sized steel mills, the delivery price of billets is correspondingly lower because of their lower cost price, and these low-priced billets have a good transaction, which also affects the delivery of large and medium-sized steel mills. In the short term, the billet market will be difficult to be optimistic in the case of ups and downs in the steel market. According to the market monitoring of Lange Iron and Steel Information Research Center, the mainstream market of ordinary carbon 150* 150 billet in Tangshan area accepted 2,950 yuan including tax, the mainstream market of ordinary carbon 165*225 billet accepted 3,000 yuan including tax, and the price of low alloy 150 billet was 3,050 yuan, which was lower than yesterday. The price of ordinary carbon 150 billet in Handan area is 3,000 yuan, and the price of low alloy 150 billet is 3,050 yuan, which are down by 50 yuan and 100 yuan respectively. The price of ordinary carbon 150 billet in Shanxi Zhuang area is 3,000 yuan, and the price of low alloy 150 billet is 3 100 yuan, both of which are down by 50 yuan. The price of conventional carbon 150 billet in Zibo area is 3,000 yuan, and the price of low alloy 150 billet is 3 100 yuan, both of which fall in 50 yuan. Prices in other regions remained basically stable.

Iron concentrate market: the iron concentrate market is still not improving. The turmoil in the steel market has not yet supported the refined powder market, and some businesses' rising expectations have begun to falter. After negotiating the right price, they delivered the goods and no longer expected the price to continue to rise. Domestic ore and imported ore resources are in a state of "one share of the world" for the demand side, but from the purchasing attitude of various iron and steel enterprises, imported ore has obvious advantages. When the domestic ore situation is not good, steel mills use imported ore to supplement and avoid market risks from low-priced raw material resources. The long-term price negotiation of imported iron ore is at a standstill. It is understood that the three major iron ore suppliers have postponed the negotiation period, and the negotiation results are even more confusing. There will be no excessive fluctuation in the iron concentrate market in the near future. According to the market monitoring of Lange Steel Information Research Center, the wet-base market price of 66% acid powder excluding tax in Tangshan area is 600-630 yuan. The ex-factory price of 64% alkali powder wet basis excluding tax in Wu 'an area is 650-680 yuan. Shanxi 65% acid powder wet basis ex-factory price excluding tax 560-600 yuan. The market price of 66% acid powder wet basis excluding tax in Beipiao area is around 540 yuan. The ex-factory price of 66% acid powder wet basis excluding tax in Liaoyang area is around 520 yuan.

Pig iron market: The overall performance of pig iron market is still light. The turnover of steel refining market is still weak, and most manufacturers ship slowly, while the turnover of cast iron market has not improved significantly, and the market decline rate has slowed down. At present, although the inventory of most iron works is not high, it is still difficult to deliver goods, mostly to maintain old customers. The pig iron market will continue to run weakly in the near future, and it will take some time for the overall market demand to return. According to the market monitoring of Lange Steel Information Research Center, the spot price of Tangshan steel refining market is 2200 yuan. The market price of steelmaking in Wu 'an area is about 2250 yuan, and the market price of cast iron is about 2900 yuan. The steel-making market in Yicheng is quoted at 2400-2450 yuan, and the market price of cast iron is around 2900 yuan. The market price of Zibo iron and steel smelting is 2250-2350 yuan, and the market price of cast iron is about 2900 yuan, down about 100 yuan. The steelmaking price in Harbin is around 2,500 yuan, and the price of cast iron is around 2,800 yuan, down from 80 yuan.

Scrap market: Today, the scrap market is basically stable, with some areas rising. Scrap prices in parts of South China rose slightly. Traders said that the international and domestic markets are improving recently, while some businesses have abundant resources, and they want to withdraw funds quickly at the end of the year, and their willingness to ship is high. Some merchants have sufficient funds to hoard goods, which makes market transactions active, thus driving prices up. At present, the mainstream market lacks upward momentum, and winter is also the off-season of the steel market. In the case of no obvious improvement in the steel market, the scrap steel market will fluctuate. According to the market monitoring of Lange Iron and Steel Information Research Center, the quotation of Beijing heavy waste market is about 1800 yuan; The market price of heavy garbage in Tangshan area is about 2 100 yuan; The market price of heavy garbage in Nanjing is around 2380 yuan; The market price of heavy garbage in Dalian is about 1900 yuan; The market price of heavy garbage in Anyang area is about 2000 yuan; The market price of heavy waste in Foshan is around 2050 yuan, up by 100 yuan; The market price of heavy garbage in Jiangyin area is around 2330 yuan; The market price of heavy garbage in Linyi area is about 2 150 yuan; The market price of heavy garbage in Shanghai is around 2200 yuan; The market price of heavy garbage in Shijiazhuang area is about 2 130 yuan; Xi' an heavy waste market price is about 1800 yuan; The market price of heavy waste in Xuzhou area is around 2250 yuan; Markets in other parts of China remained basically stable.

Coke market: Today, the domestic coke market has basically maintained a stable operation, the demand situation has slightly improved, and the market wait-and-see atmosphere is still strong. Due to the decline in coal prices in most parts of China, the price of coking coal is higher, and the cost price of coking plant is higher. In the case of poor market demand, some small coking plants have slightly lowered their sales prices, but large and medium-sized coking plants have signed a certain amount of contracts with steel mills, so there is no hurry to reduce prices in the near future. It is also known that stimulated by favorable policies, the steel market has improved slightly recently, but market participants are still not optimistic about the later period. They believe that it is unlikely that steel prices will rise sharply in the later period and may fluctuate and adjust. In this case, it is unlikely that steel mills will resume production substantially, and it is estimated that the demand for coke will not increase substantially in the short term. Therefore, it is expected that coke will mainly run smoothly in the near future. According to the market monitoring of Lange Steel Information Research Center, the ex-factory prices of secondary metallurgical coke in Taiyuan, Linfen, Tangshan, Handan and Shanghai are 1050 yuan, 1400 yuan and 1300 yuan respectively. The ex-factory prices of secondary metallurgical cokes in Zibo, Huainan, Huaibei, Pingdingshan, Qitaihe and Qitaihe are 1450, 1350 and 1200 respectively.

Price adjustment of information steel mill of steel mill: On 25th, rebar and wire rod of JISCO were upgraded to 50 yuan, hot rolled coil was upgraded to 50 yuan, and medium plate was upgraded to 50 yuan; On the 25th, Cheng Gang wire rod and rebar were upgraded to 50 yuan; On the 25th, Yunnan Desheng Chengdu and Guiyang wire rod and rebar were upgraded to 30 yuan, and Kunming rebar was upgraded to 30 yuan; On the 25th, rebar in Kunming and Chongqing of Shuigang was upgraded to 30 yuan, and Guiyang was upgraded to 50 yuan. On the 25th, Hebei Qianjin lowered 70 yuan; On the 25th, Bazhou Hongsheng lowered 70 yuan; On the 25th, Bazhou New Asia was lowered to 70 yuan; On 25th, the rebar of Egang was upgraded to 80 yuan, and the rebar of Putropical was upgraded to 50 yuan.

Steel mill dynamics: Shougang reached an iron ore sales agreement with Australian mining enterprises; Hebei Iron and Steel Group signed a strategic cooperation agreement with Germany Simak Company; Tianjin Steel Rolling Phase I 900,000-ton cold-rolled plate project started; Ignition and drying of hot blast stove of JISCO 1# blast furnace: 800,000-ton concentrator of Jinte Iron and Steel of Xinxing Casting Pipe Group was completed and put into operation; Zhongtian Iron and Steel's 20,000 cubic meters oxygen generating unit started smoothly; Baosteel branch successfully trial-produced cold-rolled weather-resistant steel with iron standard; Lianyuan Steel's new product seismic reinforcement passed the on-site audit; Sinosteel in Taiwan Province Province may carry out blast furnace maintenance in 2009 ahead of schedule; The medium plate production line of Nangang is scheduled to be overhauled from1October 26th to early February15 days, and it is expected to resume production on February 25th110, which will affect the medium plate output by about 70,000 tons. In addition, the medium plate coil production line will be overhauled on February 25th.

International dynamics EU questioned mining giant's modification of iron ore pricing mechanism: The European Commission recently questioned BHP Billiton, a global mining giant, trying to modify the iron ore pricing mechanism, saying that this would affect whether it could approve BHP Billiton's acquisition of another Australian mining giant Rio Tinto. At present, the international iron ore pricing is mainly determined by several major iron ore suppliers and consumers such as BHP Billiton on an annual basis. The European Commission believes that BHP Billiton is changing the benchmark price system of annual public negotiations, and even advocates signing iron ore supply contracts at spot prices, which will harm the interests of steel enterprises. IML Australia and WISCO plan to jointly develop iron ore projects in South Australia: IML Australia and WISCO Group are planning to set up a joint venture company to jointly develop iron ore projects in South Australia, with each party holding 50% shares. WISCO will sign a memorandum of understanding with IML, and WISCO will assist IML to complete the feasibility report of bank financing for WilcherryHill and Hercules iron ore projects. 20 1 1 The project is expected to produce 4 million tons of iron ore annually. Malaysian steel giants begin to build a $9.8 billion joint venture steel plant in Vietnam: According to Vietnamese state media reports on Monday, Malaysian steel giants Golden Lion Group and Vietnam Shipbuilding Industry Group have started to build their $9.8 billion joint venture steel plant. This factory is the largest steel project in Vietnam, and construction started on Sunday (23rd) in Ningshun, a central province 320km northeast of Ho Chi Minh City. Golden Lion Group owns 74% of the joint venture company, and Vietnam Shipbuilding Industry Group owns the remaining 26%. MGI signed an agreement with Asia Pacific Resources and Shougang Group: MGI said on Monday that it had signed an agreement with Shougang Group and Asia Pacific Resources Co., Ltd., covering the capital increase plan of iron ore sales and full underwriting. After some customers of MGI failed to fulfill their long-term contracts, the two China companies started iron ore sales negotiations with MGI earlier this month. The two China companies also agreed to underwrite the A $96.5 million rights issue and subscribe for A $66 million shares. South Korea's cold rolling and steel pipe company asked Pohang to extend the settlement period: due to the severe economic downturn at home and abroad, the demand for steel products decreased rapidly, and the sales of Korean steel mills also decreased significantly. In this case, South Korea Cold Rolling Company asked Posco to extend the price settlement period of hot rolled coil. Not only the cold rolling company, but also the steel pipe company put forward the same requirements to Posco Steel. Due to the decrease in domestic and international demand, steel prices have fallen sharply, and steel enterprises purchasing hot-rolled coils have proposed to postpone the closing date, cancel the contract and reduce the price.

International market: the export quotation of billet in CIS turned down: in the past two weeks, driven by the return of Turkish steel mills to the market, the mixed heavy waste of 1 and 2 has more than doubled to 275 USD/ton (CFR). At the same time, steel mills in Russia and Ukraine also raised the export quotation of steel billets, and the delivery quotation of 165438 10 increased to 440-450 USD/ton (CFR), but now the transaction price has dropped to 390-400 USD/ton (CFR). Turkey also tried to pass on the rising cost of scrap steel and billet by raising the export quotation of rebar. Last week, the export price of rebar was raised to 500-600 USD/ton, but the demand did not improve significantly, and the buyer had a strong wait-and-see atmosphere. At present, the transaction price of small quantities of rebar is around 460-470 USD/ton (FOB). The EU's import license for China's iron and steel products was at a high level in June 5438+ 10: the application volume for China's iron and steel products in June 5438+ 10/80,000 tons, the highest monthly application volume since August 2007. In June 5438+ 10, the total import volume of all countries of origin was 2.86 million tons, an increase of 3.85% over September. China is still the largest importer of steel products in Europe, accounting for 4 1% of the total application. Russia ranked second, accounting for 8.7% of the total applications. In June, the EU imported 5438+ 10 from China: it applied to import 377,000 tons of steel from China, an increase of 10% compared with September and a substantial increase of 1.4 1% compared with the same period of last year. The number of applications to Russia was 92,000 tons, a slight increase from 89,000 tons in September. The number of applications to Egypt was 70,000 tons, and the number of applications to India decreased from 72,000 tons last month to 47,000 tons in June. The import license of all hot-rolled steel coils in the EU reached 745,000 tons, less than 772,000 tons in September. In June, the European Union imported 5438+ 10 cold-rolled coils from China. In October, the import application for China was110.5 million tons, down 6.5% from September, but up 62% from the same period last year. The import application to Russia dropped from 44,000 tons in September to 35,000 tons in June. In June, 5438+ 10, the application for all cold-rolled coil imports in the EU decreased from 228,000 tons in September to 6,543.8+097 million tons.