Summary of today's scrap market
Yesterday, the country's scrap steel was stable and strong. Today, 14 have risen and 0 have declined. At present, the market resources are tight, the overall arrival level of steel enterprises is average, and close to the May Day holiday, some of them still have the need to replenish the warehouse, the short-term support of scrap steel is strong, and some of the short-term steel enterprises may still have the possibility of going up, but considering the current limited profits, the scrap steel is expected to be limited.
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April 23 Zhangjiagang scrap arrival statistics: 3,000 tons of cargo were unloaded in Zhangjiagang yesterday, an increase of 400 tons from the previous day, and about 26 scrap ships at the wharf this morning (+2 compared with yesterday morning), with about 63 cars (+16 compared with yesterday morning)
On April 23, the national scrap steel operation was strong. The steel mills that rose in price were mainly distributed in Jiangsu, Jiangxi, Hebei, Guangdong, Anhui and other places, with an increase of 20-80 yuan/ton, and the steel mills that fell in price were distributed in Hebei, Guangdong and Guangxi, with a decrease of 20 yuan/ton. Shagang rose 80 today, driving the surrounding major steel mills to follow suit. The market feedback is that the output of scrap wool has decreased, and the receipt of the base has decreased.
On the whole, the market bullish sentiment is driven again, but the trend of finished products at this stage is still suppressed, between the profit aspect to a certain extent to inhibit the upside of scrap steel, but considering that the current stage of site resources is limited, and most of the steel enterprises arrive in less than the daily demand and the inventory is gradually bottoming out, some low prices or still have the possibility of making up for the rise, it is expected that the short-term more stable and narrow range of strong operation.
Analysis of the price trend of scrap steel in various provinces and cities today
【East China】
Jiangsu Daily Commentary: Today's local scrap is stable and strong, with an increase of 10-80. At present, the mainstream transaction prices of steel enterprises: 2650-2700 for 6 thick steel sheets, 2650-2700 for 6 heavy waste, 2490-2540 for 2-4 shears, 2480-2560 for shavings, and 2610-2660 for organic pig iron. Today, about 63,700 tons of scrap steel from 26 sample steel mills in Jiangsu arrived, a decrease of about 00,100 tons from the previous working day and a decrease of about 0.2% from the previous working day. At present, the overall demand in the province is still insufficient for daily consumption, and close to May Day, some steel enterprises still have the need to replenish the warehouse, and the short-term scrap is still relatively strong, but considering the rise in coke, the rise in the cost of molten iron, to a certain extent, narrowed the profit margins of steel enterprises, and there is still pressure on the continuous price increase.
Shandong Daily Review: Today's scrap steel in the province is steadily raised, including Taishan Iron and Steel +30 and Shiheng Special Steel +30. Today's arrival of steel mills in the province has declined compared with the previous day, and some have been lower than consumption. According to statistics, 21,700 tons of scrap steel from 23 sample steel mills have arrived, a decrease of 2.69% from the previous day. Yesterday, shagang raised 80 to boost the market, but considering the low price of shagang, the price increase was slightly delayed, and the steel mills in the province and the surrounding areas have taken the lead in raising several rounds, and the probability of steel mills in the province rising is small. Approaching May Day, coupled with the possibility of coke still rising, to a certain extent, good for scrap, it is expected that the short-term stable and narrow range adjustment, the shortage of steel mills may still be slightly raised, but on the whole, it is difficult to have a big rise and fall market.
Fujian Daily Review: Today's local scrap steel is running strongly. Sanbao rose 30, Sangang rose 40, Fuzhou Dadonghai rose 30, Fuzhou Lao Wuhang rose 30, Fuzhou Xinwuhang rose 30, Fuzhou Yixin rose 40, Qingtuo Industrial rose 30~40, and Dingsheng Steel rose 50. The mainstream transaction price of steel mills: 2660-2800 for steel sheet 6, 2610-2730 for heavy scrap 6, 2670-2820 for steel bar pelletizing, and 2620-2710 for cold-rolled material. Yesterday, a total of 17 sample steel mills in Fujian Province received about 41,400 tons of scrap steel, a decrease of 3,600 tons from the previous working day. After Shagang rose 80 years today, the prices of steel enterprises in the province rose slightly, with an increase of 30-50 yuan/ton. Merchants are looking forward to the rise of sentiment, coupled with the shortage of wool in the market, some businesses are reluctant to sell, so the arrival of steel enterprises may be lower, and the inventory of steel mills in the province is at a low level. The subsequent reduction in arrivals does not rule out a wave of slight increases, and it is expected that the main scrap steel in the province will rise steadily in the short term.
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Shanghai Daily Review: Today's local scrap steel is narrow and strong, and the current mainstream material types: steel plates, abrasives 2600-2680, cold-rolled materials 2500-2550, silicon steel sheets 2550-2600, steel bar pelletizing 2630-2680, baled steel bars 2530-2580, heavy waste 2530-2580, shavings 2230-2330, color steel tiles 2080-2130. Today, East China's leading steel enterprises Shagang led the rise of 80, most of the surrounding steel companies followed the rise of 30-50, the market bullish sentiment drove again, but at this stage the trend of finished products is still suppressed, between the profit to a certain extent to inhibit the upside of scrap steel, but considering the limited site resources at this stage, and most of the steel enterprises arrive in insufficient daily demand and inventory gradually bottomed out, some low prices or still have the possibility of making up for the rise, it is expected that the short-term multi-stable narrow range is mainly running.
Jiangxi Daily Commentary: Today's local scrap steel is mostly running strongly, including Pinggang and Jiugang, which have risen by 25-60. At present, the mainstream material price in Jiangxi market: total material 2210-2310, heavy waste 2330-2430, medium waste 2350-2400, color steel tile 2110-2210, light and thin material 2060-2100, wire rope 1900-1950. Today, about 15,000 tons of scrap steel arrived from 7 sample steel mills in Jiangxi, an increase of about 00,200 tons from the previous working day. Similar to yesterday's prediction, due to the rainy days, the arrival of steel mills was poor, and the shagang rose by 80 to stimulate the market, resulting in some local steel mills pulling up and absorbing goods. However, considering that the snail shock is green, the local electric furnace factories such as Taixin and Ji'an, which have risen many times before, operate more cautiously, so it is predicted that the short-term will be stable, and individual adjustments will be made in a narrow range according to the arrival situation.
Anhui Daily Review: Today's local scrap steel is running strongly, Langxi Hongtai, Huainan Hongtai rose 20, Masteel rose 80, Guangde Lixin rose 50, and the local mainstream factory price: steel sheet 2630-2680, heavy waste 2530-2630, shear material 2430-2530. A total of 14 sample steel mills in Anhui Province received 23,200 tons/day of scrap, an increase of 2,400 tons/day from the previous working day. Driven by the rise of shagang, the scrap steel in the province is also strong, but the increase is relatively small, after all, most steel mills have had several rounds of rise in the early stage. At present, although the market merchants are slightly more active in shipments, on the whole, the arrival in the province is not as good as the daily consumption, so in the short term, the scrap steel support is acceptable, and it is expected to run steadily.
Zhejiang Daily Review: Today's local scrap steel is running strongly. Taozhuang scrap part rose 30-50: steel bar pelletizing 2690-2710, horseshoe 2620-2670, cold and hot rolling 2580-2600, silicon steel sheet 2650-2660, plate edge 2610-2660, steel head 2570-2620, white galvanized 2500-2520, steel planer 2280-2330. The five sample steel mills in Zhejiang Province arrived 8,300 tons of scrap yesterday, a decrease of 00,200 tons from the previous period. Today, Shagang rose 80, the surrounding steel enterprises followed suit, the provincial yuan rose by 80, Yuxin rose, and the market as a whole rose by about 20~30. At present, coke is rising, the cost of molten iron is rising, and scrap steel is in short supply, and the support is good.
【North China】
Hebei Daily Commentary: Today's local scrap steel owners have risen steadily, including Ruifeng up 20, Aosen up 20, and Canggang up 20. The mainstream transaction price in Tangshan area: weight A2720-2750, flower iron briquetting 2750-2780, steel bar cutting head 2830-2850, excluding tax. At present, 122,100 tons of scrap steel have arrived from 48 sample steel mills in Hebei Province, an increase of about 2,200 tons from the previous period. Due to the futures holding green narrow range shocks, merchants in order to ensure that profits still maintain a fast-in and fast-out rhythm, the overall arrival in the province is still slightly higher than the daily consumption, it is estimated that the local steel mills on scrap steel price increase enthusiasm is not high, but considering that the May Day holiday is coming, and the price of competing raw materials coke, there is also a certain support for scrap prices, and it is estimated that in the short term, scrap steel will remain stable and receive mainly goods.
Tianjin Daily Review: Today's Tianjin scrap steel is stable, Dongli Tiangang steel bar briquetting 2746, Tiangang United steel bar cutting head 2840, Ronggang heavy A2700, Tianjin 3 sample steel enterprises arrived yesterday 05,600 tons, a decrease of 00,400 tons from the previous working day, and individual steel mills arrived poorly. The trend of finished steel is slightly weak, but the market resistance is obvious, and the scrap prices of surrounding steel enterprises are firm, and the low level of scrap steel of local steel mills may make up for the increase operation.
Shanxi Daily Review: Since the weekend, the market scrap price has risen steadily, Huaxinyuan has risen 20, and the purchase price of the mainstream material type of the existing Shanxi steel mill: steel bar pelletizing 2730-2780, 10 heavy waste 2630-2690, 10 thick scraps 2660-2710, steel briquetting 2630-2680, 1.8 specific gravity crushed material 2470-2520. Today, the arrival of scrap steel from 19 sample steel mills in Shanxi Province was 16,000 tons/day, an increase of 1,500 tons/day from the previous period. The current snail shock, steel enterprises are more willing to receive goods at a high price, and the price in the surrounding Hebei region is high, resulting in the outflow of some resources, and the short-term local scrap demand support is better, the price of scrap steel fluctuates at a high level, and the steel business owners are expected to run steadily.
Inner Mongolia Daily Review: Today, the local market is running steadily, 6 heavy waste 2350-2460, 8-12 heavy waste 2430-2530, 3-5 thick total material 2220-2320. Today, the steel mills in Inner Mongolia Province scrap steel arrived 07,160 tons, an increase of 00,200 tons over the previous working day, after the steel mills in the province raised the price of scrap steel, the price still has no good advantage over the peripheral steel mills, and some scrap steel sources are still flowing into Hebei, Shanxi and other places, but the arrival of steel mills can still meet the daily consumption, and with the second round of coke to rise and land, the cost of molten iron has moved up, and the cost performance of scrap steel has been slightly repaired, so even if the trend of today's spiral is weak, the short-term scrap price in the province still has some support, and it is expected that the short-term scrap will continue to operate steadily.
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【Tohoku Region】
Daily Review of the Three Eastern Provinces: Today's local scrap steel owners have risen steadily, with 2690-2740 plate armor and 2620-2670 heavy scrap, and 21,200 tons of scrap steel from 31 sample steel mills in the three northeastern provinces have arrived, an increase of 0.06 thousand tons from the previous month. At present, the second round of coke rises and lands, scrap steel compared with molten iron cost performance began to appear, steel mills intend to consume more scrap or replenish the warehouse, the region also has a certain demand for scrap, and then support its price;
【Northwest Territories】
Northwest Daily Review: Northwest steel scrap is running steadily, and the mainstream transaction prices in Shaanxi are: steel bar pelletizing 2680-2730, heavy scrap 10 thick 2600-2650, heavy waste 8 thick 2550-2600, and steel bar briquetting 2620-2670. 12,100 tons of scrap steel from 14 sample steel mills in the five northwestern provinces arrived, an increase of 1,300 tons month-on-month. The snail is running in shock, the market expectation has weakened, the site chooses to wait and see, the arrival of steel mills is still less than the daily consumption, and the inventory continues to be consumed. The follow-up holiday is approaching, all factories have replenishment needs, and the shortage of resources can still support scrap prices, and it is expected that local scrap will maintain stable receipt operation in the short term.
【Central China】
Hubei Daily Commentary: Since yesterday, the local market has remained stable after a long rise. From the perspective of steel mills, although East China steel enterprises have risen by 80, there is still a certain gap between the price and the market after the rise, and the stimulation of local steel mills is not enough; In the short term, despite the poor performance of snails, considering the approaching holidays, it is predicted that scrap steel will be more likely to rise and fall. A total of 16 sample steel mills in Hubei Province received 30,500 tons of scrap per day, an increase of 1,000 tons from the previous work. At present, the mainstream market price of steel bar pelletizing is 2630-2680 yuan/ton, 6-10 thick steel plate qualified material is 2480-2580 yuan/ton, 6-10 thick and heavy waste qualified material is 2430-2530 yuan/ton, more than 10 thick heavy waste qualified material is 2530-2580, 6-10 thick and heavy waste wool is 2380-2480, all cold and hot rolled white iron is 2460-2560 yuan/ton, and 2-4 thick shear material is 2260-2310 yuan/ ton, steel bar lump 2460-2510 yuan/ton, for reference only.
Hunan Daily Review: Since yesterday, local steel mills have risen by 30 yuan/ton. At present, the mainstream transaction price in Hunan market: heavy waste 6 thick 2500-2550, steel bar head 2620-2670, machine pig iron 2470-2520. A total of 4 sample steel mills in Hunan Province received 11,600 tons of scrap per day, a decrease of 2,000 tons from the previous working day. Similar to the previous forecast, due to the low quotation of local steel mills and the stimulus of shagang rising by 80, steel mills with bottomed out local inventories had to pull up and absorb goods. Considering that the May Day holiday is coming, if the snail remains stable, it is not ruled out that the possibility of pulling up again will be sucked up.
Henan Daily Review: Today, local scrap steel is running steadily. Now Anyang and Zhengzhou steel sheet 6-10 thickness 2580-2630 yuan/ton, heavy waste 6 thickness 2480-2530 yuan/ton, excluding tax. A total of 16 sample steel mills in Henan Province received 18,850 tons per day, a decrease of 00,069 tons from the previous working day. Although the snail held green shocks in this period, the arrival of steel mills did not change much. The holiday is approaching, many steel companies may have replenishment needs this week, superimposed yesterday's shagang rose 80, does not rule out the province's steel mills have pulled up the action of absorbing goods. It is predicted that there is a possibility of a slight increase in the short term.
【South China】
Guangdong Daily Commentary: Today's local scrap steel owners have risen steadily. Shaogang rose 20-40, and Guoxin rose 50. At present, the mainstream of ordinary punching in Zhongshan is 2430-2480 (Xiaolan pure cold sheet 2530-2580), die steel 2600-2650, ordinary punching mainstream in Foshan is 2430-2480, pure cold plate is 2510-2560, silicon steel sheet is 2500-2550, steel bar head is 2510-2610, and 6 heavy waste (wool) is 2500-2550. At present, 58,400 tons of scrap steel have arrived in 32 sample steel mills in Guangdong Province, a decrease of 1,800 tons from the previous month. Due to the impact of rainfall in many places in Guangdong, the difficulty of receiving goods at the base has increased, and the arrival of steel mills has decreased significantly, and the current daily consumption is barely maintained.
Guangxi Daily Commentary: Today's local scrap steel is stable and rising, of which Yima rose 20-50 and Guangzhou Iron and Steel rose 20-40. At present, the scrap steel market in Liuzhou is temporarily stable: 2270-2320 punching edge material, 2600-2650 cold and hot rolling, 2550-2600 metal punching (including galvanizing), 2600-2650 pure automobile sheet, 2570-2620 steel particles, 2530-2580 steel briquetting, 2430-2530 heavy waste, 2450-2500 large molds, 2500-2550 small molds, and 2430-2480 pig iron cast steel. The 14 sample steel mills in Guangxi Province received 24,900 tons of scrap steel, a decrease of 00,300 tons from the previous month. Today's market is volatile operation, considering that it is about to usher in the 10,000 May Day holiday, some of the short-stock steel mills in the province have replenishment needs, and some steel mills that have been shut down in the early stage have plans to resume production, and the market as a whole is stable and improving.
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【Southwest China】
Yungui Daily Review: Today's local scrap steel is running steadily. The external market price increases, the local expectation of rising sentiment, coupled with the tight market wool resources and reluctant to sell, shipments slowed down, and the arrival of steel mills declined significantly, but compared with profits, the cost of raw materials is higher, and the price increase of scrap steel is cautious. Among the 13 sample steel mills in Yunnan-Guizhou today, 15,700 tons of scrap arrived yesterday, a decrease of 3,500 tons from the previous working day. The mainstream reference price is 2520-2620 yuan/ton for Yunnan steel bar pelletizing, 2420-2470 yuan/ton for high-quality and heavy corner materials, 2550-2620 yuan/ton for Guizhou steel bar pelletizing, and 2470-2520 yuan/ton for pig iron heavy waste, and the price of good materials is high.
Sichuan and Chongqing Daily Review: The main stable operation of scrap steel in Sichuan and Chongqing, the mainstream transaction price in Sichuan: pig iron steel parts range from 2480-2530, steel bar heads range from 2490-2570, excellent and heavy scrap range from 2450-2550, medium scrap ranges from 2400-2480, and shear materials range from 2290-2350. According to today's survey, the arrival of scrap steel from 19 sample steel mills in Sichuan and Chongqing was 34,200 tons/day, an increase of 1,600 tons/day from the previous period. The snail is volatile operation, the market wait-and-see sentiment is strong, the enthusiasm for receiving goods at the site is strong, the shipping rhythm is average, and the arrival of steel enterprises fluctuates slightly. The resumption of production in the province has increased, and the overall arrival is difficult to meet the needs of daily consumption, and the shortage of resources has supported scrap prices. At present, although the price of finished steel is stable, the actual demand is insufficient, the profits of steel enterprises are limited, and the price adjustment is more cautious.
Overseas scrap prices and information for April 23
1. Pakistan scrap: imports in March decreased by 0.9% compared with February
Data released by the Federal Statistics Office of Pakistan (PFBS) showed that Pakistan's scrap imports in March this year were 252,900 tons, down 0.9% month-on-month and 38.6% year-on-year. The month's imports were 114.92 million US dollars, an increase of 0.6% month-on-month and a year-on-year increase of 48.1%.
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2. Taiwan scrap: Fengxin kept the prices of rebar, scrap and section steel flat this week
Fengxin Steel announced the product prices this week, rebar, scrap and section steel prices were flat at NT$19,700/ton (4,379 yuan), 10,900 yuan/ton (2,423 yuan) and 26,700 yuan/ton (5,935 yuan), Japan's H2 scrap price fell to $365/ton (2,645 yuan), the US container scrap price fell to $363/ton (2,630 yuan), and the Australian iron ore price rose from $111.2/ton to $116.9/ton ( 847 yuan).