[Material News]
Iron ore re-enters the bear market or continues to fall below $60Iron ore experienced a turbulent year and fell back in February and June-August. Although China's steel output has remained at a record high, contributing to iron ore, policymakers plan to limit production in winter to curb pollution. The Australian central bank predicted last week that iron ore prices will weaken, referring to the increase in supply and the risk that China's steel output may peak. “We expect iron ore prices to fall further, with an average price of only $55 in the fourth quarter,†Bain said. In the second quarter of the year, Kaitou’s forecast for iron ore ranked first. “This depends to a large extent on whether the capacity shutdown will reach the planned level.â€
China's Qinhuangdao coal price is unchanged at 623 yuan per ton
China Coal Transportation and Marketing Association: China's Qinhuangdao coal price was unchanged at 623 yuan per ton, and the inventory increased to 5.84 million tons.
National Bureau of Statistics: Coke prices rose by 4.3% in mid-September
On September 25, it was learned from the National Bureau of Statistics that the price changes of important production materials in the circulation area were announced in mid-September. According to the monitoring of the prices of the 50 major production materials in the nine major categories of circulation in 24 provinces (autonomous regions and municipalities), Compared with the first ten days of September 2017, the prices of 30 kinds of products increased, 15 decreased, and 5 were flat. In mid-September, the price of national coke (secondary metallurgical coke) was reported at 2156.4 yuan/ton, up 89 yuan/ton from the first half of September, an increase of 4.3%.
The profit of the national mining industry increased by 12.4 times year-on-year.
The China International Mining Conference, co-sponsored by the Ministry of Land and Resources, the Tianjin Municipal People's Government and the China Mining Association, was held at the Tianjin Meijiang Convention and Exhibition Center. The reporter learned from the meeting: In the past year, China's geological prospecting has made positive progress, domestic mineral production began to pick up, the national mining industry realized a total profit of 12.4 times, and the company's efficiency improved significantly.
It is expected that coal will be completely retired in 2030
Denmark attaches great importance to the development and sustainable development of renewable energy. It is called the green country and it is expected that the use of coal will be completely retired by 2030. We provide a very good education, and our medical care is free and everyone enjoys it equally. Not only China and Denmark, the world faces very serious challenges. By 2060, the population may reach 7 billion or even 10 billion, how can such a large population feed them.
Shandong: From October, diesel trucks cannot enter and leave the port to transport coal.
The Shandong Provincial Department of Transportation and other three departments recently jointly issued the "Notice on Strengthening Pollution Control of Heavy-Duty Diesel Vehicles", stipulating that since October 1st, the ports around the Bohai Sea will no longer sign contracts for the transportation of coal trucks to collect and transport coal. Diesel trucks are not allowed to enter or leave the port area. The notice stipulates that the proportion of railway transportation within the port area should be further improved. From October 1st, diesel trucks will still be used to transport coal from the port. The port and shipping administration will order the port enterprises to suspend coal loading and unloading operations and complete the rectification within two months. During the rectification period, the maritime department will not allow coal transportation vessels to operate on the port, and the road transportation management department will cancel the road transport certificate for the carrier vehicles.
11 coal mining enterprises all shut down and completely exited the coal production field
In the first half of this year, with the closure of the Songji Coal Industry Chenjiahe Coal Mine and the Jianyanhe Coal Mine, 11 coal mine enterprises in Yidu City were all shut down and completely withdrawn from the coal production field. The mine is closed and must not be closed. While doing a good job in worker resettlement and enterprise transformation, Yidu City will shift its focus to comprehensive environmental management and ecological restoration. Under the premise of ensuring the safety of the production and life of the masses, Yidu City will adhere to the combination of palliative treatment and treatment, and stratification in a scientific and orderly manner. It is planned to conduct a comprehensive survey on the situation of the towns and mines such as Songmuping and Wangjiatun, which have a history of coal mining in the city, and to find out the “home†of geology, water flow, tunnels, etc. On this basis, hire geological experts and related professional institutions to carry out the system. Remediation, the land, water conservancy, environmental protection, safety supervision and other business departments to participate in, comprehensive management, to achieve the ultimate effect of long-term governance.
"Gas on behalf of coal", open Tangshan winter heating "clean and warm" mode
Clean and warm in winter, Tangshan is actively taking action. At the same capacity, natural gas emits 56% of coal, 71% of oil, 20% of coal and oil, and less than 1% of coal and oil. The contribution of energy saving and emission reduction is becoming more and more obvious. Through the measures of “gas-generation coal†and other measures, the concentration of fine particulate matter in the heating period this winter is expected to drop by more than 18% compared with the same period of 2016. In 2017, Lunan District, Lubei District and Gaoxin District completed clean heating. By 2020, the scattered coal-fired pollution in rural areas of the city was fundamentally controlled, and the total discharge was reduced by more than 90% compared with 2015.
Coal de-capacity exceeds expectations of enterprises or welcomes mergers and acquisitions
In the structural reform of the supply side, the de-capacity is at the top of the five tasks of “three to one, one reduction, one subsidy†(to deplete production, destocking, deleveraging, cost reduction, and short-boarding), and it is also the key to China's economic transformation and upgrading. Especially in the coal field, this year, the de-capacity work has made progress. As of the end of July, the total coal production capacity was 128 million tons, and 85% of the annual target tasks were completed. In this context, the merger and reorganization of the coal industry has started. Nowadays, the supply and demand pattern of the coal market is improving day by day, and the effectiveness of the de-capacity work is being released.
Suppressing "super coal madness"
The "Notice" requires that the release of high-quality coal production capacity be accelerated. These include strict implementation of the requirements for increase and decrease, reduction and replacement, speed up the handling of relevant procedures, and promote the construction projects to be invested in construction according to law. Relevant government departments shall expedite the approval procedures for construction projects in accordance with the requirements of decentralization, decentralization, and optimization of service requirements; and actively coordinate and speed up the follow-up procedures for mining licenses, land use, environmental impact assessment and safety production licenses for approved projects. The completed projects shall be carried out in a timely manner in joint trial operation and completion acceptance. In response to the recent rapid increase in coal prices, the Notice requires transportation companies to strengthen capacity arrangements and transportation organizations, tap potential to increase coal capacity, and prioritize transportation needs of key ports, key users and key areas. For the production and transportation of coal, it is necessary for the three parties to sign a medium- and long-term contract with complete quantity and quantity and capacity guarantee. It is necessary to strengthen the supervision and assessment of the implementation of the contract and further improve the contracted performance level.
[Steel price trend]
Research on the operating rate of major steel products (9.18-9.22)
This week, 164 blast furnaces in Tangshan area were overhauled, and the blast furnace operating rate was 80.48%, which was flat compared with the same period last week. This week, the total volume of the blast furnace was 17110m3, and the capacity utilization rate was 85.79%. In the later period, some steel mills have blast furnace maintenance plans, and the blast furnace capacity utilization rate has decreased or not, and it still maintains the normal level in the previous period.
Weekend steel market overview and next week's forecast (9.18-9.22)
At the weekend, the overall trend of steel strip and steel billet was weak. On Saturday, the billet fell 50 yuan / ton, the strip steel fell 50-70 yuan / ton, the transaction was not good. Some markets have a price intention on Sunday, with strips falling first and some lows rebounding. The mainstream price of Tang Xiao narrow belt is 3,800 yuan / ton, and the overall transaction is average. Tang 232-355 market first suppressed and then rose, compared with yesterday morning, the small factory bare price 3460-3470 yuan / ton, market futures resources increased, reported to 3460 yuan / ton, low-cost resources have acquisition phenomenon. There is no quotation for billet spot resources, no transaction, and the transaction of direct-sending resources is still acceptable. This afternoon or the decline is narrowed, and the range is about 30 yuan/ton.
The overall social inventory of construction steel is slightly reduced
At present, the latest statistics on cold rolling stocks in the main markets of the country are 1.147 million tons, an increase of 0.41 million tons from the previous week, which is 42,000 tons less than the same period of last year, a decrease of 3.53%. From the perspective of regional inventory changes, the East China region decreased by 0.24 million tons from last week, the Central China region decreased by 0.07 million tons from last week, the South China region decreased by 0.2 million tons from last week, and the southwest region increased by 0.7 million tons from last week. 0.26 million tons, the northwest region was unchanged from last week, and the inventory in the northeast region was reduced by 0.04 million tons compared with last week, mainly due to the increase in inventory in the southwest region.
Observation: Heavy pounds slaughtering the intentional thread reverses Yes or No?
All kinds of news are all over the sky, and the overall downturn is the negative trend in the near future. Of course, the logic circle of rising production capacity - rising commodity prices - improving the global economy - driving China's exports - raising China's growth rate will not be so fragile, saying that it is still too early to break. After all, the price has risen for so long, and the front is too rude to treat each other, and it will be fanned back by the other party. This is also good, the price of the 19th National Congress quickly fell, just squeezed the water accumulated in the previous capital market, and also provided room for mediation. After all, the market trend of so many years proves that copying the European and American economic theory is purely applicable to the Chinese market. It also needs to be treated differently.
The steel market fell more than 300 in a week, can the steel price rebound before the holiday?
This week, the domestic steel market price is weak. This week, mainly due to the impact of futures decline, steel billets plummeting and lowering of ex-factory prices by upstream producers, it is difficult to give market support in terms of mentality and cost. From the demand side, as the overall trend of steel products is mainly down this week, most demand units have always maintained a wait-and-see attitude, and the appropriateness of procurement has slowed down. However, for next week, as it is the last week before the festival, the downstream will increase the situation of stocking before the holiday, and this week, the trader has let the most of the previous resources digested, and the current reserves are retained. Mostly for recent arrival resources. On the whole, it is expected that the domestic steel market price will be dominated by consolidation and weakening next week.
In mid-September, the market price hit another high point in the year, but the tone was turbulent.
At present, the fundamentals of the mid-board market are relatively poor. The prices of coke and ore in the upstream charge have continued to decline. The price of steel billets may be adjusted downwards due to the decrease in cost. This indirectly leads to a weakening of the cost support of medium and heavy plates, and the market price is under pressure. At the same time, black product futures are still within the medium-term downtrend channel, and the mentality of the spot market is difficult to change. Therefore, the recent lack of rising factors in the price of the mid-board market is unlikely to fall. In the long run, due to the 50% increase in the heating season, the market will see a turn in late October.
Domestic spot steel prices and iron ore prices both fell and the decline widened
The short-term factors related to the domestic steel market have been superimposed recently. Although the terminal will prepare for stocking before the National Day holiday, the steel price trend may form a certain boost. However, in the case of weak market mentality, the merchants will increase the intensity of the shipment in order to avoid the risk of post-holiday, and the steel price declines. Still difficult to change.
[Steel Factory News]
China Steel Association rumors that the steel industry "profiteering" rumors
Recently, a news that “the profit per ton of steel mills exceeds 1,000 yuan and the profits are recurring†has been widely spread. In response, the China Industry Association, which has 358 member companies including Shougang, responded that in the first seven months of this year, the average profit per ton of steel of steel association members was 179 yuan, which is far from the profit per ton of steel circulated in the society. Talking about the profit level of the industry is still based on the net profit. The gross profit as the evaluation standard will not only distort the facts, but also mislead the society's understanding of the industry, and even artificially intensify the contradiction between the upstream and downstream industries.
Environmental protection and strong winds hit the chemical industry and other industries
From the perspective of the chemical industry, Wang Yuxian said that at present, China's chemical companies are showing a polarization. The main bulk chemical production is concentrated in the hands of large-scale private enterprises such as three barrels of oil and refining. The supporting environmental protection measures of these enterprises are generally relatively perfect. Due to the impact on the local economy and the great social impact, the impact of environmental supervision is limited. On the other hand, there are a large number of scattered small chemical plants and small-scale products enterprises, and there is a long-term lack of supervision. This part of enterprises will be the focus of environmental supervision. Environmental supervision has been positive for chemical companies in the long run, and the policy threshold can eliminate some of the less efficient small enterprises.
In the middle and late 10th, the environmental protection group is stationed in Shandong. What is the current status of the iron factory?
After a round of rounds of environmental inspections, the ironworks are now legally and compliant, and the production is also cautious. The rotation of the environmental protection department is also very cooperative, so we maintain such low inventory. Taking into account the environmental expectations of the late heating season, everyone is more reasonable to control production, so the current supply and demand in the metro city is relatively balanced. In the short-term, due to the large decline in the steel market and the downward pressure on raw materials, there may be downward pressure on pig iron prices. Market trading will temporarily maintain the current pattern. It is recommended that everyone exercise caution.
Policy Dividend Releases Bayi Turning Loss Parent Company "Bottom"
It is understood that Bayi intends to purchase the underlying assets with a valuation of approximately 4.345 billion yuan, which is the overall assets, operating liabilities and business of the ironmaking system, energy system and in-plant logistics of Bayi Iron and Steel Company, as well as the manufacturing management department and procurement center. Assets, operating liabilities and business. As for the difference of about 1.835 billion yuan between the assets placed and the assets injected, it will be paid by Bayi to the company to pay cash.
In the first ten days of September, the average daily output of crude steel in key enterprises was 1,867,500 tons.
According to the statistics of China Steel Association, the average daily output of crude steel of member steel enterprises in the first ten days of 2017 was 1,867,500 tons, an increase of 2.03 million tons, an increase of 1.1%; the national average daily output was 2,396,600 tons, a decrease of 90,700 tons. , a decrease of 0.4%. As of the end of September, the inventory of steel products of member companies was 12.358 million tons, an increase of 33,600 tons, an increase of 0.27%.
Baosteel shares 4.6 billion shares in Shanghai Rural Commercial Bank or share multiple incomes such as listing
On September 18, Baosteel announced that the company acquired Shanghai Rural Commercial Bank Co., Ltd. (hereinafter referred to as “Shanghai Agricultureâ€) held by Australia and New Zealand Banking Group Co., Ltd. (hereinafter referred to as “ANZ Bankâ€) for a consideration of 4.595 billion yuan. The firm ") 10% equity. The pick-up of Baosteel Co., Ltd. was not a “temporary startâ€. It was reported that Baosteel Co., Ltd. had an intention to take over in early January this year, but for some reason, the deal could not be reached. The "returning the carbine" also confirmed the expectation of Baosteel's investment in Shanghai Rural Commercial Bank. In recent years, regional rural commercial banks have been favored by capital, and some analysts have said that they can participate in rural commercial banks or share multiple investment returns such as listing.
The profit per ton of steel is 800? The China Steel Association said that the data is exaggerated and the average profit of steel enterprises is 179 yuan.
Steel prices continued to rise as capacity went on and the market recovered. In the early stage of the society, it was said that the profit per ton of steel reached 800 yuan. Recently, Gu Jianguo, executive vice president of China Steel Association, wrote an article saying that from the loss of one hundred yuan of steel to 800 yuan of steel, the contrast is too big, not The actual information has some negative effects. In fact, from January to July, the steel company members' average profit per ton of steel was 179 yuan. In September, steel prices fell slightly. Wang Guoqing told the reporter of "Daily Economic News": "Considering environmental protection supervision, heating season reduction and other factors, steel supply may shrink in the second half of the year, which will support steel prices." However, Gu Jianguo also mentioned that steel Association members generally hope that the industry will maintain a stable operation, and the entire industry is pursuing sustained profitability, rather than simply high steel prices.
Steel Association: Steel mill profits are exaggerated should allow compliance arc furnace to resume production
Although the industry's profitability has improved, the key financial indicators are still not optimistic. For example, the asset-liability ratio of member companies is close to 70%, and the ratio of liquidity to quick-moving ratio is still at a historical low. In addition, the level of corporate profitability is directly related to the price of major raw materials. In recent months, the price of raw materials has risen rapidly, and the increase has exceeded the increase in steel prices. In July, under the background of rising steel production and sales volume and rising prices, the steel business members' profits were mainly flat with that of June, indicating that the growth of steel sales and high prices did not bring about an increase in industry profits. This phenomenon has also appeared in the past, and even in some months, there has been an extreme phenomenon in which steel prices have risen sharply, and most member companies have lost or even lost profits. Although the current steel prices are still in the range that downstream users can afford, the excessive rise in steel prices will bring certain cost pressures to the downstream steel industry, which is not conducive to creating a balanced industrial chain. Judging from the current situation of steel coordination research, member companies generally hope that the industry will maintain a stable operation, and the whole industry is pursuing sustained profitability, rather than simply high steel prices.
Safety inspection + winter limited production stoppage, steel mill or passive shutdown maintenance!
Under the influence of multiple factors such as sharp decline in futures, steel mills lowering steel mills, and lower-than-expected demand, the national steel price was weak this week. The current price was 4298.2 yuan/ton, down by 43.39 yuan/ton on a week-on-week basis, a decrease of 1.0%. It is reported that the current steel mills have good profitability and high production enthusiasm. However, considering environmental protection safety inspection and production stoppage in winter, steel mills may passively increase production and maintenance. It is expected that the utilization rate of rebar and wire capacity will maintain the current level next week.
Tangshan area responds to heavy pollution weather enterprises to limit production by 50%
Through the joint research meeting of the Tangshan Meteorological Bureau, the Municipal Environmental Monitoring Center Station and the Municipal Environmental Protection Dispatching Command Expert Group, it is expected that the weather diffusion conditions will be worsened from September 25, which is not conducive to the spread of pollutants. Moderate pollution is dominant, and severe pollution occurs in a short time. According to the consultation results and the "Tangshan City 2017-2018 autumn and winter air pollution comprehensive management tackling action work plan" provisions, the municipal government decided to start emergency response measures in the city from 0:00 on September 25. The relevant matters are hereby notified as follows: First, the city's enterprise pellets shaft furnace, sintering machine limited production of 50%. Second, the coking time of the coking enterprises in the city will be extended to more than 36 hours. 3. The construction site of Lunan District, Lubei District and High-tech Development Zone will stop the earthwork work, and the demolition site will stop operations. 4. The municipal government will notify you of the time when the emergency response measures will be lifted.
Notice on Printing and Controlling Intensified Management and Control Plan for Atmospheric Air Pollution Prevention and Control in Autumn and Winter of 2017-2018
During the heating season, all the city, cement, brick and glass enterprises will limit production by more than 30%, and coking enterprises will extend the coke time to more than 36 hours. When there is heavy pollution of orange and above warning or calm weather, the production of cement clinker production enterprises will be limited, and the coking time of coking enterprises will be extended to more than 48 hours. Cement grinding stations, brick and tile enterprises will stop production. The implementation of peak production of cement enterprises, all cement enterprises in the city will be suspended from 15 days before New Year's Eve to 30 days after the Spring Festival.
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