Mysteel comentario rápido: largo – pérdida de hierro mineral de limitar el comercio puede impulsar los precios del acero comienzan a elevarse?
0n primer día de septiembre , marcar el comienzo de una ola de precios del mercado spot grande de acero, Shagang bajar el precio de los materiales de construcción 160-250 yuanes / ton, los precios de la varilla de 250 yuanes / ton.Now la HRB400 Ф 16-25 mmrebar 3720 día 2 yuanes / ton.On septiembre, barras de acero, tornillo de la placa y otros materiales de construcción precios también se han reducido, incluyendo tres barras de refuerzo (ruler) por 100-120 yuanes / ton.
But this afternoon in iron ore continued to power, the black series of varieties higher.Iron ore was up 5.97 por ciento a 630 at the close of trading.Rebar main reported 3407 points, arriba 2.68%;Hot volume main reported 3460, arriba 2.28%;Coke main to 1196, arriba 1.81%.
Looking back on July and August, the absolute price index of MyIpic imported ore dropped by 175.3 yuanes / ton, and the absolute price index of Myspic rebar dropped by more than 400 yuanes / ton, reaching a new low in two years.So does today’s rise mean the start of a rebound in prices for raw materials and materials?
Tang xiaolan, iron ore analyst of Mysteel, believes that steel mill inventory is at the lowest level in three years, and the policy of production restriction was implemented in Tangshan last weekend, which is basically the same as that in August. The intensity of production restriction is lower than expected, and some financial funds start to favor the short-term replenishing-inventory of steel mills and long iron ore.
sin embargo, the overall contradiction in the current market is not obvious, the terminal demand has not shown significant improvement, and the port inventory has accumulated for two weeks in a row, and it is expected that there is still a probability of accumulation, which may restrain the price rise.The market price of imported ore is expected to fluctuate this week.
For material, screw social inventory has been declining for three weeks.As of August 29, the inventory of rebars in 35 cities surveyed by Mysteel was 6,094,800 toneladas, abajo 3.5% week on week and up 39.13% year on year.The inventory in the rebar factory was 2.699 millón de toneladas, arriba 3.32% week on week and 49.03% año con año. The inventory was digested, but the overall rate was slow.
Wan chao, an analyst at Mysteel, said the general tone of the steel market for most of September was likely to be to resolve the early supply and demand conflicts.Recently, the supply side thread production week by week, year-on-year growth, the end of August low transaction volume, September demand may have improved.The blast furnace production enterprise spot profit may, the market loss is serious, meets the overcharge, reduces the risk mentality to be still heavy.At present, the fundamental contradictions are expected to ease, but remains to be seen.The speed to storage becomes the key to determine when the price stagely stabilizes.Prices are expected to continue to fall in September, high space limited.