January 13: Public Health Emergency Geometry of Tianjin Steel Market Impact (Series 5)

I. Tianjin public health emergencies and policy provisions

As of 9 o'clock on January 13, there were 42 new locally confirmed cases of Omicron in Tianjin. At present, Tianjin has basically completed the second round of nucleic acid testing in the whole region, and all employees in Tianjin have implemented the green code pass.

Second, the distribution area of the steel market in Tianjin

The Tianjin steel market is mainly concentrated in some areas such as Dongli District, Jinnan District, Beichen District and Daegu Zhuang in Jinghai District, and the main business varieties include rebar, steel pipe, plate, etc. Jinnan District is at the cusp of this public health emergency, and the impact in the region is the most serious. At present, the raw material supply channels of Tianjin steel enterprises affected by logistics factors are difficult to open, and the sales area is limited to Tianjin.

Third, the impact of public health emergencies on logistics

According to feedback, the current willingness of vehicles from other places to come to Tianjin is very limited, and vehicles leaving Tianjin need to show the real and effective stamp certificate approved by the unit or the street town, the negative nucleic acid test certificate within 48 hours, and the green code of the health code. Trading in the Tianjin steel market is limited to Tianjin locally. Large trucks entering and leaving Tianjin Port need to provide a negative nucleic acid test certificate within 48 hours to resume normal operation; in terms of shipping, ships dock at port and ship delivery to restore normal order, but the traditional Spring Festival holiday is approaching, and shipping and delivery remain light.

Fourth, the loading and unloading situation of Tianjin Port

Tianjin port to resume normal operations, vehicle import terminals need to provide 48 hours within the nucleic acid test certificate, port shipping is carried out normally, except for Ningbo Town Seaport clearly stipulates that ships in Tianjin Port are not allowed to dock, most other ports can berth normally.

According to the announcement issued by Tianjin Port on January 13, in order to fully implement the deployment requirements of Tianjin Municipality and Binhai New Area on epidemic prevention and control, effectively safeguard the interests of customers, and further enhance the convenience of customer collection and port collection, truck drivers leaving Tianjin need to show "one code and two certificates" (health code is green code, 48-hour nucleic acid test negative certificate, departure certificate) at the checkpoint of the expressway and ordinary highway, and the terminal companies and yard logistics enterprises affiliated to Tianjin Port Group can apply for the departure certificate for customers leaving Tianjin.

Fifth, the operation of the warehouse

As of January 13, the Tianjin market warehouse received and unloaded goods normally, but due to the poor logistics and transportation caused by public health emergencies, although foreign vehicles can enter Tianjin normally, the return journey needs to be isolated, resulting in a sluggish willingness of vehicles coming to Tianjin. Coupled with the approaching of the traditional Spring Festival holiday, the steel market has become weaker, and the overall storage inventory in the Tianjin market has shown a low level. According to the statistics of Lange Steel Network, as of 11 o'clock on January 13, the inventory of thick plates in Tianjin warehouse was 70,000-80,000 tons, mainly concentrated in the warehouse in Dongli District.

region	name	state	remark
Dongli District	DokbeiKu	Normal loading and unloading	48-hour nucleic acid negative report, health code
Xinyiku		Negative nucleic acid reported at 48 hours
Kaixingku		48-hour nucleic acid test report itinerary code, health code
Guzhen Logistics Park (Military Grain City Warehouse)
Kaiming Library
SDIC		Except for the jinnan control area, other areas have a 48-hour nucleic acid test report itinerary code and health code
Clad steel		48-hour nucleic acid test report
C&D aggregate library		48-hour nucleic acid test report, itinerary code, health code
Property sinks treasury		Nucleic acid testing within 48 hours
07 library
Arsenal
Beichen District	Zhongchu Land Port

Sixth, the operation of the steel market

It is understood that the current operating rate of TG is basically flat compared with last Friday, with a daily output of about 60,000 tons, and the normal operation of production.

The follow-up impact remains to be seen

At present, public health emergencies have a more direct impact on the steel market. Tianjin steel market logistics and other transportation performance is still not smooth, coupled with the Spring Festival is approaching, the market is currently trading weak, the transaction situation fell to a low level. (Lange Steel Network)