[Xuzhou Jinhong] on July 26, Xuzhou Jinhong fell 40 execution price: shear material 2140-2280, frame crushed material 2290, color steel tile crushed material 2090, special steel shavings 2290 steel shavings 2230-2270, ordinary shavings 2150-2210, iron filings briquetting 2190, iron filings cake 2150, filament 2030-2090, excluding tax.
On July 26, the purchase price of scrap steel in Guigang, Guangxi fell 20: cast iron, steel castings, mechanical parts 2500 yuan/ton, heavy scrap 2470 yuan/ton, first-class shearing 2230 yuan/ton, secondary shearing 2170 yuan/ton, light and thin material 1570 yuan/ton, crushed material 2120 yuan/ton, vehicle messy steel bar 2120 yuan/ton, pure steel bar head 2470 yuan/ton, steel briquetting 2580 yuan/ton, excluding tax.
On July 26, the latest price of Guangxi Yima fell 20: steel bar granulation, steel bar head 2540, new steel sheet 2540, die steel 2540, steel briquetting 2520, steelmaking bread iron (first-class) 2450, hot-rolled punch, cold-rolled punch, automobile punch 2530, silicon steel sheet 2530 motor shell, machine pig iron 2490, automobile wheel hub 2490, old flange, automobile girder 2490, automobile front and rear axle 2470, hot and cold-rolled punching sheet 2480, thick air cutting material 2470, 2450 for air cutting, 2340 for thick shear, 2230 for medium shear, 2170 for small shear, excluding tax.
On July 26, Lianyungang Yaxin noticed: the price of scrap steel was lowered by 40 yuan/ton: 1. Steel sheet, die steel, the price is 2550 yuan; 2. Heavy waste A, the price is 2,500 yuan; 3. 6 mm thick and heavy waste B, the price is 2450 yuan, and 4 mm thick medium waste new materials are 2330-2370 yuan. Rejected with a thickness of less than 3 mm, the grade of the car surface and the bottom of the car is different, and it will be treated as adulteration. SPECIFICATIONS: 50X50.
On July 26, Heilongjiang Jianlong Asteel started at 0:00, and the price of scrap steel was reduced by 30 yuan/ton.
【Shuangyashan Jianlong】On July 26, from 0:00 in Shuangyashan Jianlong, Heilongjiang, the price of scrap steel was uniformly lowered by 30 yuan/ton.
[Jianlong Beiman] at 0:00 on July 26, Heilongjiang Jianlong Beiman's receiving type was reduced by 30 yuan/ton.
[Liaoning Dalian Special Steel] on July 26, the latest price of Liaoning Dalian Special Steel scrap, heavy one 2750, heavy two 2720, heavy three 2690, heavy four 2660, charge one 2780, charge two 2700, shear 2640, medium scrap one 2610, medium scrap two 2380, medium waste three 2360, special crushing one 2640, special crushing two 2640, special crushing three 2590 crushing one 2540, small one 2120, tax included.
On July 26, Liaoning Anshan Baode scrap steel price adjustment, the price of shearing material was uniformly reduced by 40 yuan/ton, and the execution price of scrap steel was 1. Shear material ≥ 6mm: 2540 yuan, 2. Shear material 4-6mm: 2485 yuan.
On July 26, the latest execution price of Yangzhou Hengrun Marine Heavy Industry fell by 50: 2570 for scrap material one, 2530 for scrap material two, 2490 for scrap material three, 2540 for heavy waste one, 2500 for heavy waste two, and 2390 for heavy waste three excluding tax.
July 26 scrap headline morning report:
1. Yesterday's scrap steel weakly declined, the snail continued to fall, the billet was lowered, the scrap followed the price reduction, the current finished product sales are poor, steel enterprises are losing profits, scrap still has room for downward adjustment, and it is expected that the short-term scrap will decline in a narrow range.
2, today's scrap weakness downward, the black disk continues to fall, hitting market confidence, today Shagang led down 50, the surrounding steel enterprises followed the downward adjustment, at present, due to the difficulty of finished products to the warehouse, steel mill profit loss, scrap pressure downward, is expected to short-term scrap shock weak operation.
3. At present, the country is in high temperature and hot weather, the terminal start time is reduced, and the terminal demand continues to be sluggish. Superimposed on the switch between the old and new national standard steel bar standards, the market has certain concerns about the digestion of current resource inventory, and the spot market price is under obvious pressure. It is expected that the short-term thread disc price will continue to operate weakly. (Everbright Futures)
4. The spot market is running weakly, the transaction fluctuates at a low level, the profits of steel mills are poor, and the maintenance of steel mills increases, but because of the weak demand in the off-season, the inventory accumulates, and the spot pressure further increases. The policy of the Third Plenum has been implemented, the macro is weak, and the futures price may continue to fluctuate and weaken. (Golden Resources Futures)
5. Today's scrap steel is running weakly, following the introduction of the new national standard news for threads, the thread market continues to fluctuate downward, the market fear of falling sentiment increases, the current demand for finished steel is weak and difficult to change, steel mills lose profits, production enthusiasm is still not high, scrap support is insufficient, short-term price reduction intentions are still large, and it is expected that scrap steel shocks are weak operation.
6. At present, the valuation has gradually come to the bottom, the disk and the spot are close to the cost line, and some varieties are losing money (the disk profit rebounded last week but is still under the cost line). The output of threaded electric furnace and blast furnace is reduced, the supply and demand are relatively balanced, and the hot coil is in the balance of high supply and high demand. In the short term, high temperatures and heavy rainstorms have affected the operating rate of downstream construction sites; The rush effect brought by the delivery of the building has not appeared; The financial crunch is likely to last for at least the entire month. The short-term pressure on the spot market is still large, but many large state-owned enterprises and private enterprises have completed the round of storage, which has little impact on futures delivery, and there is still some room for spot trade and use. Therefore, this news may be being or has already been fully traded. Strategically, it may have bottomed out, but the upward momentum is insufficient, so it is recommended to start looking for more opportunities. Short steel mill profits continued, and 10-1 reverse hedging continued. (Zhongcai Futures)
7. Yesterday, the central bank announced a series of interest rates such as LP cuts, and the overall range did not exceed expectations. On the macro side, overseas, the employment data in United States has slowed down significantly, and the pressure to raise interest rates has gradually increased; Domestically, the July meeting was closed, but there was no obvious bullish release for the time being, and market sentiment returned to the downside. From the perspective of the industry, the production of both long and short processes increased last week, and the reduction in the production of ceremonial materials led to a decline in the supply of finished materials; On the demand side, the terminal demand for building materials continued to decline, and the off-season characteristics were highlighted; The domestic demand for plates is stable, and the downward pressure on overseas prices increases. On the whole, the production reduction is less than expected, resulting in the supply and demand structure of finished products or weakening again, and the industry maintains the logic of shock and decline. Operationally, maintain the idea of rebounding and empty. (Zhengxin Futures)
8. The overall steel output has fallen, the table demand has rebounded slightly, and the inventory has declined. The spot market is running weakly, and the transaction fluctuates at a low level. The policy is implemented, the macro is weak, and the future price may be adjusted by shocks. (Golden Resources Futures)
9. At present, at the time of the replacement of the old and new national standards, the market has shown certain concerns about the later shipments of the old national standard resources, especially the selling pressure in East China, and the spot prices have continued to fall to a low level, suppressing the trend of the disk. However, at present, the valuation of threads has been at a low level, and the supply pressure has eased due to the increase in production cuts by steel mills. It is expected that the short-term thread disc surface will be mainly sorted out at a low level. (Everbright Futures)
10. The total inventory of the five major timber off-season is depleted, and the contradiction between supply and demand is not obvious, but the premium structure of the disk has put pressure on the price. (Hongyuan Futures)