"Four establishments" near the iron and steel industry differences increase
發(fā)布時(shí)間:[2018-3-4 17:19:20] 瀏覽量:2205次
After the Spring Festival, the price of steel continues to rise. 28, the reporter learned from the steel industry, Tangshan's daily price continues to rise by 10 yuan per ton. A number of domestic steel mills have raised the price of some varieties in the new price policy, indicating the confidence of the steel mills for the future. But there is also the head of the steel trade enterprise, which is cautiously optimistic.
According to recent research on steel manufacturers and market participants in Tangshan, Hangzhou and other places, the industry generally expects the steel market in the first half of the year. It is optimistic about some major infrastructure projects' steel demand.
But not all people are full of confidence. There are also Tangshan iron and steel industry respondents said that high prices may appear in the first half of the first half of the year, the risk may appear around May.
The head of a state-owned steel trade company accepted the interview with the Shanghai Daily reporter. The latest social steel inventory data was 16 million 160 thousand tons, a 32.6% increase from February 8th, which is 20% higher than that after 2017. It is far ahead of the industry's expectations. The high part of the stockpile inventory factors from the steel trade, a considerable part of the steel trading business started after promising downstream demand. The first week of March will be a key node, the steel trade stockpile cost is higher, if the steel inventory is expected, steel price fluctuations or reproduction. At present, steel traders are very divided about price. They believe that steel market will rely on policy support this year, but the policy is unpredictable, which is not optimistic for downstream demand. Out of the steel price fluctuation is too large concerns, his business is not much at present stockpile.
Xu Xiangchun said in an interview with reporters Zhengbao, steel market in addition to high inventory years ago the active stockpile, and part of the reason is that since November last year, part of the city limits the construction site, especially in January this year, the cold and snow weather, resulting in a large area of the middle East to stop construction, steel demand has been greatly affected, increased inventory.
After the Spring Festival, there will be a concentrated release of steel demand. Superimposed on the northern heating season in March 15th, the supply will be difficult to fully open at the end of the season, and the steel price will be cautiously optimistic in the short term. Xu Xiangchun also said that we should also see the hidden worry of the market, that is, the inventory is too high, and the market needs to have a digestion inventory process. If the increase is too fast, there will be greater pressure to make profits.
Xu Xiangchun believes that demand for the downstream steel demand this year is affected by the decline in infrastructure investment, such as real estate and PPP projects, and demand has been weakened. On the other hand, there is also a bright spot for demand. The construction of Xiong an new area has entered the stage of implementation. At the same time, the investment of manufacturing industry is going to stabilize and recover somewhat, which will also stabilize investment demand. This year's steel demand is not pessimistic or optimistic, or is basically the same as last year.
China Merchants Securities and steel team believes that the recent Tangshan issued a non heating season limited production advice, Henan announced the 2018 heating season production plan, requiring steel enterprises to limit production more than 30%. The core of the excess earnings of iron and Steel shares comes from the supply side, and the logic of the supply side in 2018 is expected to continue to be strengthened. With the official launch in early March the peak season demand at the end of February, in addition to limiting the production of heating season is not over yet, and parts of non heating season production continues, the gap between supply and demand or will emerge. At that time, the iron and steel stock market is expected to enter the second stage in spring.After the Spring Festival, the price of steel continues to rise. 28, the reporter learned from the steel industry, Tangshan's daily price continues to rise by 10 yuan per ton. A number of domestic steel mills have raised the price of some varieties in the new price policy, indicating the confidence of the steel mills for the future. But there is also the head of the steel trade enterprise, which is cautiously optimistic.
According to recent research on steel manufacturers and market participants in Tangshan, Hangzhou and other places, the industry generally expects the steel market in the first half of the year. It is optimistic about some major infrastructure projects' steel demand.
But not all people are full of confidence. There are also Tangshan iron and steel industry respondents said that high prices may appear in the first half of the first half of the year, the risk may appear around May.
The head of a state-owned steel trade company accepted the interview with the Shanghai Daily reporter. The latest social steel inventory data was 16 million 160 thousand tons, a 32.6% increase from February 8th, which is 20% higher than that after 2017. It is far ahead of the industry's expectations. The high part of the stockpile inventory factors from the steel trade, a considerable part of the steel trading business started after promising downstream demand. The first week of March will be a key node, the steel trade stockpile cost is higher, if the steel inventory is expected, steel price fluctuations or reproduction. At present, steel traders are very divided about price. They believe that steel market will rely on policy support this year, but the policy is unpredictable, which is not optimistic for downstream demand. Out of the steel price fluctuation is too large concerns, his business is not much at present stockpile.
Xu Xiangchun said in an interview with reporters Zhengbao, steel market in addition to high inventory years ago the active stockpile, and part of the reason is that since November last year, part of the city limits the construction site, especially in January this year, the cold and snow weather, resulting in a large area of the middle East to stop construction, steel demand has been greatly affected, increased inventory.
After the Spring Festival, there will be a concentrated release of steel demand. Superimposed on the northern heating season in March 15th, the supply will be difficult to fully open at the end of the season, and the steel price will be cautiously optimistic in the short term. Xu Xiangchun also said that we should also see the hidden worry of the market, that is, the inventory is too high, and the market needs to have a digestion inventory process. If the increase is too fast, there will be greater pressure to make profits.
Xu Xiangchun believes that demand for the downstream steel demand this year is affected by the decline in infrastructure investment, such as real estate and PPP projects, and demand has been weakened. On the other hand, there is also a bright spot for demand. The construction of Xiong an new area has entered the stage of implementation. At the same time, the investment of manufacturing industry is going to stabilize and recover somewhat, which will also stabilize investment demand. This year's steel demand is not pessimistic or optimistic, or is basically the same as last year.
China Merchants Securities and steel team believes that the recent Tangshan issued a non heating season limited production advice, Henan announced the 2018 heating season production plan, requiring steel enterprises to limit production more than 30%. The core of the excess earnings of iron and Steel shares comes from the supply side, and the logic of the supply side in 2018 is expected to continue to be strengthened. With the official launch in early March the peak season demand at the end of February, in addition to limiting the production of heating season is not over yet, and parts of non heating season production continues, the gap between supply and demand or will emerge. At that time, the iron and steel stock market is expected to enter the second stage in spring.
