On July 4, the latest price of Guangxi Yima rose 60: steel bar punching, steel bar head 2580, new steel sheet 2580, die steel 2580, steel briquetting 2560, steelmaking bread iron (first grade) 2490, hot-rolled punch, cold-rolled punch, automobile punch 2570, silicon steel sheet 2570 motor shell, machine pig iron 2530, automobile wheel hub 2530, old flange, automobile girder 2530, automobile front and rear axle 2510, hot, cold-rolled punching 2520, thick air cutting material 2510, Air cutting material 2490, thick shears 2380, medium shears 2270, small shears 2210, excluding tax.
【Qinhuangdao Hongxing】On July 4, Qinhuangdao Hongxing scrap rose 20. Reference price, 1, fine steel: 2790, 2, high-quality steel: 2770, 3, heavy: 2750 (more than 30 thick), 4, heavy waste A: 2710 (more than 10 thick), 5, heavy waste B: 2650 (more than 8 thick), 6, heavy waste C: 2590 (more than 6 thick), 7, silicon steel sheet 2710 (triangle, melon seed material), 8, cold plate scrap A2710 (more than 2 thick, no galvanizing), cold plate scrap B2680 (more than 1 thick, no galvanizing) Small cold press 2710 (40 * 40 * 60, no galvanizing), car scrap C2630 08 aluminum small briquetting (40 * 40 * 60) 2630 small piece bread iron 2630, 9, fine steel bar head 2790 mainstream steel bar head 2770 shredded steel bar head 2740, 10, new sheet 2790 (15 thick or more) 2770 (10 thick or more) 2740 (6 thick or more), 11, 6 thick horseshoe 2740 4 thick horseshoe 2720 2 thick horseshoe 2700, 12, large steel shavings 2580-2600, small steel shavings 2530-2550, general sales level 2480-2500, general sales level 2400-2450.
[Weifang Special Steel] on July 4, Shandong Weifang Special Steel scrap rose; After the adjustment of % VAT ordinary invoice----- heavy scrap: 2848 yuan/ton, special scrap: 2797 yuan/ton, 3% increase - value tax special invoice----- heavy scrap: 2903 yuan / ton, special grade scrap: 2853 yuan / ton, 13% increase - value tax special ----- heavy scrap: 3059 yuan / ton, special grade scrap: 3005 yuan / ton (qualification needs to be reviewed), the above specifications and prices will be implemented from 6 am on July 4, 2024.
【Yunnan Muguang】Yunnan Muguang Company, from July 1, the company purchased scrap iron, where there is no processed seal, once found, each fine of 100 yuan, large seals to increase the penalty.
On July 4, Guangdong Yangchun New Steel, the prices of all varieties rose by 20. The latest price, heavy scrap (dump truck) 2550, medium scrap (dump truck) 2500, small scrap (dump truck) 2380, whole vehicle (dump truck) 2510, steel briquetting steelmaking 2620, steel briquetting ironmaking 2600, primary briquetting 2460, secondary briquetting 2440, tertiary briquetting 2370, excluding tax, the specific price to the factory shall prevail.
【Xicheng】The latest price of scrap steel in Xicheng, Jiangyin, on July 4: heavy scrap 2561, charge 1: 2543, charge 2: 2515, shear 1: 2460, shear 2: 2433, shear 3: 2387, total waste 2350, miscellaneous waste 1: 2111-2341, miscellaneous waste 2: 2010-2111, miscellaneous waste 3: 1808-2010, galvanized small material 2414, steel shavings 2469, ordinary shavings 2424, shavings filament 2304, crushed material 1: 2488, Crushed material 2: 2442, crushed material 3: 2405, excluding tax.
On July 4, the price of scrap steel in the old Donghai was raised, and the specific price list will prevail later.
【Zhongshou Special Steel】Tangshan Zhongshou Special Steel's first-hand account, scrap purchase price of special first-class crushed material 2670, first-class crushed material 2650, 2-3 charge 2570, 3-6 charge 2620, 6-8 thick charge 2650, new galvanized cold plate small material 2560-2630, 08 aluminum loose sheet 2560-2630, pig iron radiator 2650, new pipe head 2580, shelf pipe 2590, small steel shavings 2540, engine block 2570, new iron sheet 2690.
【Hongtai】Jiangsu Zhenjiang Hongtai latest price: new steel sheet 2620, heavy waste 2550-2590, steel briquetting 2490, medium waste 2490, shearing 2300-2430, punch 2560-2590, hot and cold rolling, punching 2520, hot and cold rolling 2490, galvanizing 2440-2470, silicon steel sheet 2530, primary crushed material 2560, secondary crushed material 2460, steel shavings 2380, CNC shavings 2330, ordinary shavings 2280, light steel keel / Wire rope 2230, scrap steel total 2060, excluding tax.
July 4 Scrap Headlines Morning Post:
1. Yesterday's scrap steel operation in a narrow range, steel enterprises affected by the weather The overall arrival volume is small, and some of them are replenished, but the current off-season performance of finished products is average, steel mill profits are not good, and the rise of scrap is limited, and it is expected that the short-term scrap steel will run in a narrow range.
2. Today's scrap steel is running in a narrow range, the current steel mills are generally arriving, the profits of steel companies are not good, and the enthusiasm for production has declined, but the recent black futures shock is strong, the billet has risen slightly, and the market is looking forward to the rise of sentiment, which is good for scrap to a certain extent, and the scrap market resources are still tight, and it is expected that the short-term scrap will run in a narrow range.
3. Yesterday's accumulated disk trend was "V" shaped, and the trend of finished materials was weaker than that of raw materials. The spread of the rebar 10-01 contract has widened, and the market has strong expectations for the far month. From an industrial point of view, the reality is that molten iron is high and steel is under pressure, and the terminal demand has not yet improved. In this context, it is difficult to form a trend upward tension drive. In the future, it is necessary to pay special attention to whether the inventory pressure of finished materials can be eased, and whether the demand can improve: and whether there is more than expected offensive stimulus in the future.
4. On the macro side, the central bank intervened in the bond market yesterday, the sentiment of the capital market improved, and the bond market fell to the real estate market, driving the black sector. Fundamentals, last week's molten iron slightly bee, steel production increased sharply, building materials increased the most, the table demand rebounded slightly, the overall steel inventory, thread storage hot coil to the warehouse. The fundamentals of steel are weak, the policy supports, and the futures price may fluctuate.
5. Recently, real estate transactions have improved, market sentiment has improved, and black commodities have strengthened, but the off-season for building materials still restricts steel demand, and the spot market is cautious. In the later stage, we will continue to pay attention to the changes in real estate data after the implementation of the real estate policy, as well as the improvement of local bonds on infrastructure in the third quarter, and track the resilience of consumption and inventory changes in the off-season.
6. Yesterday's finished timber prices rebounded after the corner, and the price fluctuated and strengthened. The central bank's announcement of the integration of government bonds into the program boosted black market sentiment. In July, the market entered the hype of the Third Plenum and the Politburo meeting, which boosted market prices. In terms of threads, the ratio of thread output to bad has rebounded sharply, and we should pay attention to the performance of accumulated grain production in the future. In terms of demand, the demand for threads has entered the seasonal off-season, and the high temperature and rainy weather have affected the construction site, and the current low point of thread demand in the off-season has basically appeared. In terms of inventory, the accumulated inventory is in the stage of accumulation of inventory compared with the previous month, and the inventory is in the stage of Li Jie's accumulation, so pay attention to the performance of the next thread inventory. In terms of hot coils, the output of hot coils has rebounded, and the supply is still high. In terms of demand, the hot coil meter needs to rebound, and some terminals have entered the off-season of Lee. In terms of inventory, the inventory of hot coil decreased month-on-month, and the inventory was generally depleted. It is expected that the price of finished products will remain strong and volatile.
7. On the demand side, entering the off-season, with high temperatures in the north and heavy rainfall in the south, the rate of construction site funds in place has declined for two consecutive weeks. The total inventory of the five major steel products was 17.739 million tons, an increase of 123,300 tons week-on-week, an increase of 0.70%. Judging from the data of the five major varieties, the overall pattern of weak supply and demand is present, the inventory has begun to accumulate, and there is a certain pressure on the fundamentals. On the whole, the current macro reality environment is weak, and it is expected that short-term steel prices may operate under pressure.
8. As building materials enter the off-season, production and sales have weakened, but they have not yet constituted a strong contradiction between supply and demand, and exports are still strong and resilient, forming a strong support for prices. In the later stage, we will pay attention to the changes in real estate data after the implementation of the real estate policy, as well as the improvement of local bonds on infrastructure, track the resilience of consumption and inventory changes in the off-season, and it is expected that the price of building materials will maintain a range-bound pattern in the short term.
9. The current domestic macro atmosphere is weak, and the macro policy is not expected to be favorable. In terms of threads, thread production has rebounded, the profits of steel mills have been compressed recently, and the profits of steel mills in the long and short process have declined, which will limit the recovery space of thread production. On the demand side, the thread table needs to increase slightly, and the thread demand is in the seasonal off-season, and high temperature and rainy weather affect the construction site. At present, the low point of demand in the off-season for threads has basically appeared. In terms of inventory, the total inventory of threads rebounded month-on-month, and the inventory accumulation was in line with expectations. In terms of hot coils, the output of hot coils rebounded month-on-month, and the pressure on the supply of hot coil production has not been alleviated. On the demand side, the apparent demand for hot coil rebounded month-on-month, and some terminal industries are about to enter the seasonal off-season. In terms of inventory, the inventory of hot coil fell month-on-month, the inventory was generally depleted, and the inventory with high supply constraints was deregulated. At present, the macro policy is not expected to be favorable, the contradiction under the basic direction is not large, and the short-term price of finished products is mainly low.
10. At present, the black system as a whole is in the range of shocks, only the steel lacks sufficient fundamental support, so the price trend is weak, but under the support of the cost, the steel does not have the basis for a deep decline for the time being. Therefore, it is judged that before the emergence of new influencing factors, steel prices may maintain a shock pattern.