钢铁行业：需求不佳钢需弱现实能否改善？

目录：

1、预测：市场需求不佳，钢价继续下跌。

2、钢厂19日调整价格

3、经济边际复苏导致钢材需求疲软的现实能否得到改善？

4、下游负反馈影响加强，铁矿石价格跌幅加深。

1、市场需求不佳，钢材价格持续下跌。

我的钢铁网讯：本周现货市场价格整体继续下跌。 无论从期货还是基本面数据来看，现阶段市场整体的负面情绪已经蔓延至各个品种。 与此同时，商家心态也较为悲观。 鉴于需求不佳，市场多维持低价出货，整体价格较上周继续大幅下跌。

各品种全国市场库存

1、建筑钢材

本周全国建筑钢材价格大幅下跌。 具体来看，本周全国需求并未改善，市场信心受挫。 与此同时，螺杆市场的大幅下跌加剧了市场的悲观情绪，现货价格下跌的步伐逐渐加快，跌幅更深。 从数据来看，本周产量没有明显变化，工厂和社会仓库均有所增加，地面需求有所下降。 库存数据也未能给市场带来积极的情绪支撑，本周整体价格大幅下跌。

表1：全国建筑钢材库存汇总（6.10-6.19）

下周预测：

从供给来看：目前，面对季节性淡季需求表现不佳，加上钢企亏损扩大，检修减产比例或将加大。 因此，短期内供给端仍将处于同比低位，企业生产积极性较为一般。

需求方面：受疫情影响，全国少数城市需求尚未明显恢复。 现阶段全国需求已进入传统淡季期，高温多雨天气将考验需求。 另外，今年大环境压力较大，下游资金退出情况一般。 当市场情绪疲软时，需求释放的热情也会同步降低。

从心态上看：在大环境承压、需求持续疲弱的情况下，市场去库存压力加大。 此外，目前本轮周期的共振进一步加剧了市场的悲观情绪。 在这种情绪的影响下，商家更倾向于减少库存来规避风险。

综合来看，预计下周当地建筑钢材价格将以弱势为主。

2、热轧卷板

本周国内热轧板卷市场均价小幅下跌。 本周国内热轧板卷市场均价大幅下跌。 全国24个主要市场3.0mm热轧板卷均价为4731元/吨，较上周下降235元/吨； 4.75mm热轧板卷均价为4662元/吨，较上周下跌235元/吨。 吨。

华东市场：本周上海热轧板卷市场价格大幅下跌。 截至发稿，1500mm普碳热卷主流报价4640-4660元/吨，1800宽卷报价4840-4860元/吨。 1500mm低合金主流报价4870-4880元/吨，1800mm低合金主流报价5940-4950元/吨。

本周上海市场较上周下跌310元/吨。 所有纯现货交易者都进入了亏损状态。 但由于钢厂前期还没有消化掉高价原材料，因此在前期原材料的基础上，本轮下跌之后，已经遭受了巨大的损失。 从近期原材料来看，钢厂成本基本已经细分。 也有积极减产的情况，但减产幅度不大，没有出现大规模减产。

总体来看，目前的市场状况导致贸易商恐慌情绪加剧，继续接货意愿不强。 目前需求明显疲软，供给端依然较高。 粗钢日均仍高于去年同期。 后续压力依然较大，钢厂弱势，若工厂不大规模减产，市场或仍会对钢厂发力。 如果雨季过去，需求在相应政策刺激下开始回升，价格仍有可能得到补偿。 但仍需合理降低库存警惕风险。

华南市场：本周广州热轧板卷价格大幅下跌，需求清淡。 目前龙头钢厂4.75mm以上普通板卷价格在4500-4510元/吨之间，低合金板卷价格在4680-4700元/吨之间。 广州地区热卷价格较上周下跌300-320元/吨。

市场方面，本周在市场弱势下行的影响下，市场心态逐渐转弱，下游采购也变得更加谨慎。 因此，当地商家大多纷纷跟风，但全周市场成交仍较为清淡。 资源方面，近期已有小批量新资源陆续上市。 另外，由于去库存速度缓慢，市场热轧板卷现货库存进一步增加。 据同口径统计，目前当地热轧板卷现货库存为70.5万张。 吨，较上周增加4.5万吨。 综合来看，当前市场情绪偏空，需求持续疲软。 预计下周广东热轧板卷价格仍将弱势调整。

华北市场：本周黑色期货继续下跌。 现货钢价受需求及期货大幅跳水影响。 本周市场价格大幅下跌。 其中，天津热卷价格较上周下跌280元/吨，北京热卷价格较上周下跌180元/吨，唐山热卷价格较上周下跌290元/吨。元/吨与上周相比。 邯郸地区热卷价格较上周下跌160元/吨，石家庄地区热卷价格较上周下跌190元/吨。

市场方面，目前大部分市场下游需求疲软，整体采购热情不高，市场主流商家报价以下跌为主。 随着黑色期货暴跌，市场信心再度下滑，价格加速下跌。 周内美联储加息75个基点，海外经济预期收紧，热卷实际需求缓慢恢复，库存增加。 但需求恢复步伐缓慢，当前库存压力较大，处于往年同期较高水平。 需求的实现仍是一个漫长的过程，价格很难摆脱独立上涨的趋势。 目前大部分市场下游需求疲软，整体采购热情不高，市场主流商家报价以下跌为主。 目前的南北价差并不能提供批量出货到南方的优势。 此外，市场去库存缓慢，目前商家补货意愿不强。 综合来看，目前市场需求依然疲弱，预计下周京津冀市场热轧板卷价格将震荡弱势运行。

表2：全国主要地区热卷库存变化（6.10-6.19）

下周，市场基本面将继续呈现走弱趋势，市场资金吸纳的趋势将得到体现。 目前钢厂订单缺口在10%左右。 因此，为了保证现金流的正常运转，低价订单将继续维持，这将变相对市场价格造成压力。 其次，限产的预期正在逐步实现，但在没有实际执行的情况下很难改变整个逻辑。 因此，在信心难以提振的情况下，预计下周市场价格将徘徊在4450-4550元/吨之间。

3、中厚板

本周全国板材市场大幅下跌，成交不佳。

市场：

上海：本周上海市场中厚板价格大幅下跌。 截至发稿，市场主流普板价格为4970元/吨，主流锰板价格为5170元/吨，较上周下跌150元/吨。 普通锰价差200元/吨。 资源流通方面，周初成交表现尚可。 但随着期货持续下跌，周边跌势逐渐显现。 上海市场资金压力依然存在，成交惨淡，价格支撑不足。 跟随市场下跌，成交进一步减弱，贸易商心态略显不佳。 库存方面，市场需求低于预期，贸易商去库存缓慢，钢厂利润受到严重压缩。 预计工厂仓向社会仓转移将加速，市场资源承压。 从区域价差来看，目前上海普板与周边地区价差为-40-10元/吨，上海低合金与周边地区价差为-10元/吨。 下游需求不佳，市场运行略显疲软。 综合来看，预计下周上海市场中厚板价格将走弱调整。

京津冀：本周京津冀中厚板市场价格大幅下跌，成交量疲弱。 截至发稿，目前当地市场14-20mm普通中板报价为4780-4820元/吨。 供给方面，近期唐山等地限产传闻较多，但具体规定尚未出台。 Mystee调查结果显示，本周京津冀中厚板钢厂产能和产量维持正常水平，未出现检修或减产情况。 需求方面，受疫情和雨季影响明显，市场需求难以恢复。 市场上悲观情绪蔓延，对后市信心不足，市场报价混乱，部分贸易商低价出货撤资。 综合预计下周京津冀中厚板市场价格将震荡弱势运行。

广州：本周广州中厚板价格小幅下跌。 以绍钢Q235B为例，目前主流称重价格报价为5070-5090元/吨，而其他柳钢、宝钢、鞍钢等称重价格为5010-5070元/吨，而且价格也比较高。 上周下跌20-40元/吨。 市场方面，虽然本周市场震荡上行，但由于目前下游需求表现低迷，市场采购热情不高。 因此，大多数商家选择以价换量。 全周当地中厚板价格小幅下跌，但实际成交量依然表现平淡。 资源方面，近期有小批量新增资源补充，且由于整体去库存速度较慢，当地中厚板现货库存进一步增加。 综合来看，考虑到目前下游需求表现依然疲弱，且多数商家持谨慎态度，预计下周广东中厚板价格仍将弱势调整。

供给端：本周开工率为83.08%，环比持平； 钢厂周实际产量147.82万吨，环比增加4400吨； 钢厂产能利用率90.90%，环比上升0.27%； 钢厂库存74.01万吨，环比减少9400吨。

库存方面：全国中板库存总量为232.75万吨，较上周增加4.23万吨，其中华东、华北地区增幅最大。

表3：主要城市中板社会库存统计（2022.6.10-2022.6.19）

本周中厚板市场窄幅震荡。 钢厂供应小幅增加，市场需求情况不及上周。 从市场反馈来看，部分商家认为中厚板价格可能尚未见底，预计未来市场仍将继续下跌。 资源方面，本周社会库存开始积累，商家出货为主。 综合来看，预计下周中厚板市场或将继续下跌。

4、冷轧卷板

本周，全国冷轧板卷价格整体小幅回落，市场成交总体一般。 本周，全国冷轧板卷价格整体小幅下跌，市场成交总体一般。 从基本面看，冷轧产量环比小幅增长，​​工厂库存和社会库存双双下降，整体库存小幅下降。 市场方面，本周主要市场价格涨跌互现，全国均价整体小幅下跌。

价格：截至发稿，本周1.0mm冷轧板均价为5427元/吨，环比下跌6元/吨。 主要市场价格如下：天津市场1.0mm鞍钢天铁冷卷报价5300元/吨，环比下跌10元/吨； 上海市场1.0mm宝钢青山冷板卷报价5360元/吨，环比下跌30元/吨。 ; 广州1.0mm鞍钢冷卷报价5280元/吨，环比上涨30元/吨。

供应端：我的钢铁网监测的29家冷轧卷板生产企业中，本周开工率为85.11%，环比持平； 钢厂产能利用率83.19%，环比上升0.5个百分点； 钢厂周实际产量84.21万吨，环比增加5100吨； 钢厂库存40.43万吨，环比减少3200吨。

库存方面：九日网监测26个城市的库存情况。 本周冷轧板卷社会库存136.09，环比减少0.03，环比减少0.73，同比增加18.69（公历），同比（农历）增长17.13。 （单位：万吨） 9、日本网监测29个城市库存情况。 本周冷轧板卷社会库存214.20，环比减少0.53，环比减少0.71，同比（公历）增加29.47，环比减少0.71。同比增长27.60（农历）。 。 （单位：万吨）

表4：全国29个主要城市冷轧板卷社会库存统计（6.10-6.19）

展望下周全国冷轧板卷市场，笔者预计国内冷轧板卷价格或将震荡弱势运行。 供给方面，本周钢厂产量小幅增长，​​产能利用率维持较高水平。 工厂库存和社会库存均小幅下降，整体库存小幅下降。

需求方面，6月10日，我们从中国汽车工业协会获悉，5月份我国汽车销量186.2万辆，同比下降12.6%，环比增长57.6% 。 1-5月累计汽车销量955.5万辆，同比下降12.2%。 5月中国新能源汽车销量44.7万辆，同比增长105.2%； 1-5月累计销量200.3万辆，同比增长111.2%。 受利好因素影响，5月份汽车产销呈现明显恢复性增长。 乘用车产量高于同期水平，销量略低于同期水平，呈现良好复苏态势； 商用车市场复苏明显不足，产销量同比仍呈现明显下滑。 新能源汽车依然表现不俗。 本月出口表现也表现出色，出口量创年内新高。

就下周市场来看，目前下游制造业接单情况一般，消费反弹情况一般。 另外，当前冷轧整体库存压力较大，商家资金压力较大。 综合来看，预计下周全国冷轧板卷价格或将震荡弱势运行。

5. 简介

本周钢材市场价格维持弱势，整体跌幅较上周扩大。 本周原材料价格下跌，但现货市场表现的跌幅远远超过原材料的跌幅。 与此同时，期货市场也走弱，商家悲观情绪，近期现货市场整体成交低迷。 因此市场存在一定的恐慌情绪，价格继续跟随下跌。 目前全国主流城市角钢槽全国均价较上周下跌约136-146元/吨，H型钢全国均价较上周下跌约121-123元/吨与上周相比。

价格方面：截至本周五收盘，全国14个主要市场均价情况：200*100H型钢全国均价4791元/吨，较去年下跌121元/吨。星期; 300*300H型钢全国平均价格为4926元/吨吨，价格较上周下跌125元/吨； 400*200H型钢4898元/吨，价格较上周下跌121元/吨； 588*300H型钢4918元/吨，价格较上周下跌120元/吨； 5#角钢5047元/吨，价格较上周下跌133元/吨； 16#槽钢4966元/吨，价格较上周下跌134元/吨； 25#工字钢5125元/吨，环比价格下跌 上周价格下跌143元/吨，详见下文。

表5：全国主要城市H型钢价格汇总（6.10-6.19）

表6：全国主要城市角槽价格汇总（6.10-6.19）

供给方面：本周全国角槽开工率为31.7%，较上周下降1.8个百分点，产能利用率为29.66%，较上周下降2.04个百分点； 本周全国H型钢开工率为64.52%，较上周下降6.45%，产能利用率为55.32%，较上周下降12.47%。 全国工交槽钢厂总库存91.56万吨，较前一周增加0.33吨； 全国H型钢厂总库存19.5万吨，较上周增加1.04万吨。

库存方面：本周全国角槽库存69.24万吨，较上周减少5000吨； 全国H型钢库存73.29万吨，较上周增加1.34万吨。

下周预测：

1、短期需求仍无明显好转迹象，现货市场资金和仓储压力加大。 尽管现货市场目前处于倒挂状态，但由于短期多数看空心态，商家整体出货、套现意愿较强。 没有减少。

2、目前长短流程钢企基本处于盈亏线以下，钢企后续生产积极性将减弱。 虽然原材料有所下降，但市场成交不佳，导致现货商家订货意愿较低，钢企接单较多。 局势也受到了很大影响。

3、从中短期市场状况来看，即使当前疫情有所好转，但受汛期影响以及基础设施和住房建设下降，实际需求远不及预期。 因此，短期内市场成交不太可能出现明显好转。

综合预计，下周国内钢材市场价格将继续低位运行。

6、钢管

无缝管：据我的钢铁库存数据显示，截至6月17日，全国28个主要城市108*4.5mm无缝管均价为6190元/吨，较上周继续下跌53元/吨。 。 本周全国大部分地区无价格上涨。 有缝管价格跌幅扩大，多数价格下跌50-100元/吨。

原材料方面：本周全国管坯价格大幅下跌，其中山东管坯价格环比下跌190-230元/吨，江苏管坯价格下跌180元/吨-260元/吨。

市场：本周黑色期货价格大幅下跌，商家信心出现偏差。 本周炼钢成本大幅下降，钢材现货价格大幅下跌； 全国无缝管价格较上周继续大幅下跌，无缝管原材料价格较上周大幅下跌。 疫情略有好转，物流持续恢复。 但受高温、雨季等因素影响，下游开工不及预期，下游维持观望，无缝管整体需求出现偏差，市场多数商家对市场信心不足展望未来，全国大部分市场价格继续下跌50-100元/吨。

管厂方面：本周原料期货价格大幅下跌，全国管坯现货价格累计下跌180-260元/吨。 无缝管成本有所下降，本周多数管厂报价继续下跌50-100元/吨。 管坯价格正在下降。 管厂主要消化原材料管坯库存，管厂毛坯采购基本以按需采购为主。 本周管厂订单整体继续走弱，整体维持偏差水平。 无缝管总体供应维持。 正常水平，部分管材厂有检修计划，本周厂内库存维持高位。

心态方面：本周期钢价震荡下跌，市场心态偏空，企业信心低迷。

库存方面：本周社会库存小幅增加。 本周全国无缝管社会库存79.06万吨。

下周预测：本周全国无缝管均价继续下跌53元/吨，全国大部分城市无缝管价格继续下跌50-100元/吨。 全国疫情略有好转，物流逐步恢复。 受期货影响，管厂订单继续维持在弱势水平。 管厂毛坯按需补充，生产端基本保持正常水平。 部分管厂有检修计划，整体无缝管供应继续维持在相对中低水平，管厂库存继续维持高位。 无缝管原材料价格较上周大幅下跌。 淡季期间，市场信心不足，下游观望。 无缝管整体需求呈现偏差水平。 市场多数商家对后市持看空态度。 总体而言，成本下降的影响预计较小。 本周全国无缝管价格表现弱势。

下周的预测

总体来看，本周整体生产企业开始小幅减少，但相对而言，工厂仓库、社会仓库等继续增加，且在需求低迷的情况下，资源压力继续集中在贸易环节。 同时，多数产品对后续需求变化保持看空态度。 因此，从市场操作来看，短期内商家将以维持出货和套现为主。 随着周末临近，原材料价格持续下跌，成本已不足以有效支撑价格，实施减产检修还需要一段时间。 因此，综合预计下周国内钢材市场价格将继续弱势运行。 （我的钢网）

2、钢厂19日调整价格

6月19日唐山钢城快报

【唐山通用钢坯】

今日早盘，唐山迁安部分钢厂方坯出厂价暂定于4080元/吨，秦皇岛昌黎部分钢厂方坯出厂价暂定于4000元/吨。 现货含税含税出厂价4050元/吨。 早间钢坯市场整体弱势，下游成品钢材价格大幅下跌。

【型钢】

唐山型钢厂：价格大幅下调100元/吨。 目前主流钢厂报价工字钢4400元/吨，角钢4400-4430元/吨，槽钢4400元/吨。 早盘下跌后，市场交投低迷，下游接受较差，整体成交稀少。

【带钢】

唐山145带钢主流价格下调50-100元/吨至4200-4270元/吨。 厂家接单不顺畅，成交清淡。

唐山355带钢市场价格较昨日下午保持稳定，主流现货价格在4220元/吨。 市场远期价格较现货资源价格上涨5-10元，成交量疲软。

[热轧、冷轧基材]

唐山平板市场价格下调140元/吨。 市场主流1500宽平板报价4360元/吨，锰平板报价4530元/吨。 市场交投气氛冷清，成交不佳。

冷轧基材：唐山冷轧基材市场价格保持稳定，市场主流3.0*1010在4290元/吨； 3.0*1210 4290元/吨。 商家报价冷清，尚未有成交。

【中板】

唐山中厚板价格下跌100元/吨，其中14-30普板价格在4600元/吨，低合金价格在4830元/吨。 市场交投气氛冷清，成交无法完成。

【管道】

唐山焊管、镀锌管市场：焊管价格下调80元/吨，镀锌管价格下调100元/吨。 4英寸3.75mm新国标热镀锌管唐山京华报价5380元/吨； 4寸焊管唐山京华4620元/吨，已过磅含税。 回调行情发酵，市场价格下跌。

唐山市场扣扣钢管脚手架价格下调100元/吨，2.5m立杆6490-6640元/吨，0.9m横杆6200-6350元/吨，斜拉杆6080-6290元/吨，含税和称重。 价格持续下跌，成交清淡。

【建筑材料】

唐山建筑钢材市场价格下调20元/吨。 目前三级大螺纹市场价格4240元/吨，三级小螺纹4410元/吨，螺旋螺杆4450元/吨。 成交不佳，商家报价较少。

钢厂消息：6月19日，徐钢在“6月18日徐钢建筑钢材价格下调80元/吨”的基础上，调整了部分产品出厂​​价格。 具体调整如下：

螺纹钢执行价格下调50元/吨。 现Φ16-22mm HRB400E执行价格为4460元/吨，Φ12mm HRB400E执行价格为4590元/吨，Φ14mm HRB400E执行价格为4520元/吨，Φ25mm HRB400E执行价格为4490元/吨。吨。 ，Φ28-32mm HRB400E执行价格为4540元/吨；

以上调整都是包括税收的价格，实施日期为2022年6月19日。

Steel Mill新闻：6月19日，Jinxi Steel根据“ 6月16日的Jinxi钢铁价格调整信息”调整了某些产品的前物品价格。 具体调整如下：

1.热卷带钢的执行价格已降低320元/吨，目前的2.5mm*（232-355）Q235执行价格为4,250 yuan/ton；

2.热卷带钢的执行价格降低了300元/吨，目前的价格为3.5mm*（450mm以上）Q235热卷条钢为4,270元/吨。

以上调整都是包括税收的价格，实施日期为2022年6月19日。

Steel Mill News：6月19日，Ruifeng Steel根据“ Tangshan Ruifeng Hot Coil Strips的前提出价减少了130-150 yuan/ton 6月18日”。 具体调整如下：

1.热卷线圈的价格已降低70元/吨，执行价格为3.0mm*（1000-1020）*C Q195热卷线圈现在为4260 yuan/ton。

2.钢铁钢价格已降低70元/吨，当前执行价格为2.5mm*（460-650）Q195条钢钢是4280元/吨。

3.钢铁钢的执行价格降低了100元/吨，目前的价格为2.5mm*（650）Q195钢铁钢为4,300 ran/ton。

以上调整都是包括税收的价格，实施日期为2022年6月19日。

Steel Mill新闻：6月19日，Shanxi Jingang根据“ Shanxi Jingang的建筑钢铁产品的前物品价格在6月18日降低了70元/吨”。 具体调整如下：

1.高端价格上涨20元/吨，当前执行价格为4,710元/吨，并且执行价格为4,760元/吨；

2.钢筋的基本价格与上一时期保持不变。 The current execution price of Φ12mm HRB400E is 4740 yuan/ton, the execution price of Φ14mm HRB400E is 4720 yuan/ton, the execution price of Φ16mm HRB400E is 4590 yuan/ton, and the execution price of Φ18-22mm HRB400E is 4540 yuan. /吨，执行价格φ25mmhrb400e为4570元 /吨，φ28mmhrb400e的执行价格为4660 yuan / ton；

3.盘绕蜗牛的价格已提高20元/吨，目前的执行价格为8-10mm hrb400e盘绕的蜗牛为4,710元/吨。

钢铁厂新闻：6月19日，内蒙古Yaxin调整了某些产品的前物品价格。 基于“内蒙古Yaxin钢厂的前物质价格在6月18日降低100元/吨”，具体调整如下：

1.高端价格降低80元/吨。 当前的执行价格为HPB300的当前执行价格为4,630元/吨，执行价格为8-10mm HPB300为4,430元/吨，并且执行价格为4,450元/吨；

2.蜗牛的价格已降低80元/吨。 当前的执行价格φ8-10mmhrb400e为4510元/吨，φ12mmhrb400e的执行价格为4530元/吨；

3.钢筋的执行价格降低了80元/吨。 φ12-14mmhrb400e的执行价格现在为4580元/吨，执行价格φ16mmhrb400e为4470元/吨/吨，执行价格φ18-25mmhrb400e是4440 yuan/ton yuan/ton的执行价格，并且执行价格为φ28-32mmmhrb400e是4440元/吨。 价格为4,490元/吨；

以上调整都是包括税收的价格，实施日期为2022年6月19日。

Steel Mill新闻：6月19日，Laigang Yongfeng根据“ Laigang Yongang的建筑钢价在6月18日降低80元/吨”，调整了某些产品的前物品价格。 具体调整如下：1。钢筋的执行价格降低了50元/吨。 The execution price of Φ18mm and Φ22mm HRB400E is now 4370 yuan/ton, the execution price of Φ10mm HRB400E is 4520 yuan/ton, the execution price of Φ12mm HRB400E is 4520 yuan/ton, and the execution price of Φ14mm HRB400E is 4490 yuan/吨。 , the execution price of Φ16mm, Φ20mm, Φ25mm HRB400E is 4440 yuan/ton, the execution price of Φ28mm, Φ32mm HRB400E is 4520 yuan/ton, the execution price of Φ36-40mm HRB400E is 4670 yuan/ton, the execution price of Φ18mm ，φ22mmhrb500e为4630元/吨。 ;

2.蜗牛的价格降低了50元/吨。 目前的执行价格为8-10mm hrb400e为4,610元/吨，执行价格φ6mmhrb400e为4,960元/吨/吨/吨，执行价格为φ12mmhrb400e为4,810 yuan/ton/ton，并且执行价格是φ8-10mmhrb500E元/吨；

3.高端价格降低了50元/吨。 当前的执行价格φ8-10mmHPB300为4,610元/吨，执行价格φ6mmHPB300为4,910元/吨，执行价格为4,810 yuan/tonφ12mmhpb300;

以上调整都是包括税收的价格，实施日期为2022年6月19日。

Steel Mill新闻：6月19日，Maanshan Iron and Steel Group根据“ Maanshan Iron＆Steel Construction Steel Propert在6月18日将100元/吨降低”。 具体调整如下：

1.钢筋减少60元/吨。 Hefei中φ16-25mmHRB400E的当前执行价格为4,690元/吨，Ma'anshan中的当前执行价格为4,680元/吨；

2.高端价格降低了60元/吨。 Hefei中φ6-10mmHPB300的当前执行价格为5,000元/吨，Ma'anshan中的当前执行价格为φ6-10mmhpb300，为4,990元/吨； 3.用60元/吨降低Pansnail。 ，Hefei地区的当前执行价格为5060元/吨，Maanshan地区的当前执行价格为5050 yuan/ton；

以上调整都是包括税收的价格，实施日期为2022年6月19日。

钢铁厂新闻：6月19日，Shiheng Special Stey根据“ Shiheng Special Steeper的建筑钢产品价格在6月18日降低了100元/吨的建筑钢产品价格”。 具体调整如下：1。钢筋的执行价格降低了50元/吨。 The execution price of Φ18mm and Φ22mm HRB400E is now 4370 yuan/ton, the execution price of Φ10mm HRB400E is 4520 yuan/ton, the execution price of Φ12mm HRB400E is 4520 yuan/ton, and the execution price of Φ14mm HRB400E is 4490 yuan/吨。 , the execution price of Φ16mm, Φ20mm, Φ25mm HRB400E is 4440 yuan/ton, the execution price of Φ28-32mm HRB400E is 4520 yuan/ton, the execution price of Φ36-40mm HRB400E is 4670 yuan/ton, and the execution price of φ18mmhrb500e为4630元/吨；

2.蜗牛的价格降低了50元/吨。 目前的执行价格为8-10mm hrb400e为4,610元/吨，执行价格φ6mmhrb400e为4,960元/吨/吨/吨，执行价格为φ12mmhrb400e为4,810 yuan/ton/ton，并且执行价格是φ8-10mmhrb500E元/吨；

3.高端价格降低了50元/吨。 当前的执行价格φ8-10mmHPB300为4,610元/吨，执行价格φ6mmHPB300为4,910元/吨，执行价格为4,810 yuan/tonφ12mmhpb300;

4.圆钢的价格降低了50元/吨，目前的执行价格为φ12-16mmHPB300圆形钢钢为4570元/吨。

以上调整都是包括税收的价格，实施日期为2022年6月19日。

Steel Mill News：6月19日，Shougang Chang Steel根据“ Shougang Long Steel的前提出价在6月18日降低了100元/吨”。 具体调整如下：

1.高线减少100元/吨，目前的执行价格为4,510元/吨，执行价格为φ8-10mmhpb300为4,410 yuan/ton;

2.蜗牛的价格已降低100元/吨。 当前的执行价格为HRB400E的当前执行价格为4,630元/吨，执行价格为4,430元/吨，执行价格为4,430元/吨，执行价格为φ10mmhrb400e为4,430 yuan/ton;

3.钢筋的执行价格降低了100元/吨。 The execution price of Φ12mm HRB400E is now 5030 yuan/ton, the execution price of Φ14mm HRB400E is 5010 yuan/ton, the execution price of Φ16mm HRB400E is 4860 yuan/ton, and the execution price of Φ18-22mm HRB400E is 4830 yuan. /吨，执行价格φ25mmhrb400e为4860元/吨，执行价格φ28-32mmhrb400e为4950 yuan/ton；

以上调整都是包括税收的价格，实施日期为2022年6月19日。

报废价格调整

我的钢网络新闻：根据我的钢铁应用程序，截至6月19日发稿时，总共55台钢制厂降低了其废品购买价格。

▎北中国

6月19日[Hebei Tangshan Songting]降低了100次，豆子的执行价格为3310，钢杆头为3310，一年级为3310，二年级为3280，高质量的3310，Horseshoes 3140，Punch，3140，Punch，3140 3140用于剩菜剩饭，高质量重A的3250，重量A3220，重量B3190，重量C3130，排除税，单位：Yuan/Ton。

6月19日，[Qian'an Shougang，Hebei Province]将价格降低200-240，包装一级3700，包装级别2670，包装级别3650，一级散装材料3680，第二级散装材料3650，重型3700中型一级3680中型二级级别3660，包括税，单位：yuan/ton。

6月19日[long'an，Qinhuangdao，Hebei]调整后减少200个：轨道，圆形钢头，钢坯头，霉菌钢，火车轮，厚角，较厚的角，凸缘3100，重刮板3040-3080，Tower Crane Iron 2900 Iron 2900 crane Iron 2900 ，马蹄3000-3050，20厚的I梁3070，15纯i梁厚3020-3060，10 i梁厚2950，短通道钢钢小材料3020-3040，铅螺钉3050-3060，不包括税收，单位：元/吨。

6月19日[Hebei Qinhuangdao baigong]减少了180：普通废品A3210八厚，普通的废料B3130四厚，特殊级别的废料3170厚度≥2.0mm，无镀锌材料，最大长度，最大长度

6月19日，[Hebei Wu'an Taihang Steel]将价格降低了20，但距离入场时间为重量。

6月19日[jingye]废钢执行价格：钢棒块状3302，花铁煤球3311，中等型1 10厚3348，中等型2 6厚3312，厚3312，重型3 15厚3348，重型4 20厚3361，厚3361，厚3361，厚3361，二级剪切材料为3126，第三层剪切材料为3026，不包括税收，单位：yuan/ton。

6月19日[内蒙古宗塔特殊钢]所有收到的材料类型都减少了200个（包括税），收到的材料类型和标准保持不变，注意严格的质量控制，最新的交货价格：特殊3010年级高质量2980高质量两2950高质量III级2880重型废物类1 2920不包括税收，单位：yuan/ton。

6月19日[内蒙古奇芬·吉安分支管道行业]调整后的部分减少了50：灰色机器铁3370-3470，散热器抛光和损坏的材料3370-3470，豆打孔合格的材料3590，剪切合格的材料3470-3570，屑3470-3570，scrap scrap钢制新纸3420，旧床单3320，边缘电线无镀锌3390，镀锌3190，钢杆头3390-3490，不包括税收，单位：yuan/ton。

6月9日[内蒙古武汉钢]在185年减少了。调整后：重型类别1≥15mm3240，中等类别4≥8mm3145，中等类别2≥6mm3095，中等类别3≥4mmm2995，Steel Bar Briquette 6mm 3150 ，花铁，3150，排除税，单位：yuan/ton。

6月19日（内蒙古内gzhen hangfeng特殊钢）减少了50。调整后：重量废物8或以上2870，剪切材料水平1 2780，需要5-6个厚度，剪切材料水平2 2700需要3-4厚度，钢，钢酒吧煤球2750，铁线和龙骨煤球2320，加工生铁2720，散热器2670，铁档案在交货时定价，钢丝绳2270. 2770用于汽车的前后车轴，不包括税收，不包括税收，单位：Yuan/ton。

▎east中国

6月19日[江苏沙贡]下降了100，执行价格：调整后，执行价格为：沉重的3680重量3680重，两个3650重的三3620钢制钢棒颗粒-3800高质量刮擦钢 - 3800高质量钢 - 3800清洁刮擦钢 - 3800 Furnace one 3700 Furnace two 3670 Shearing 3590 Crushed material one 3590 Crushed material two 3550 medium one 3560 medium two 3520 small one 3430 small two 3380 waste 3150 briquetting one 3370 briquetting two 3320 raw material briquetting one 3320 chopped original one 3410 chopped original two 3360 ，包括税，单位：元/吨，特定的废钢价格应基于2022-F12的价格。

6月20日[江苏·昌格钢厂（Jingjiang）]调整后减少了100：购买主要和次要压碎材料，吊销船板羊毛3520，船板3620，盖章零件/材料/材料/马蹄铁3610，重物废物浪费/炉电3700，钢板羊毛3700，钢板废料3800，钢棒颗粒3830，13％税，单位：yuan/ton。

6月20日[江苏Zhenjiang hongtai]下降了100，调整后的执行价格为：3040新钢板，重量重量和钢杆头3010，马蹄铁的2970，2940的钢制钢酒吧，2940，钢制钢酒吧，2940，2940，冷2940，2940 - 卷，热卷和盖章，硅钢芯片2900，重量废物2950，压碎材料2660-2900，剪切材料2810-2840，钢剃须刀2540-2590，不包括税。

6月19日，[江苏·宗习长]将价格降低了100个，购买执行价格为：3140新钢板，高质量和重型钢杆头3110，马蹄铁3070，3040钢制钢酒吧，3040，3040040，3040040用于冷卷，热卷和打孔的床单和硅钢板。 3000，重量废物3050，压碎材料2760-3000，剪切材料2910-2940，钢剃须刀2640-2690，不包括税收。

6月19日，[Jiangsu Lianyungang Yaxin]将价格降低了70：1。钢板和霉菌钢3200； 2. 12毫米厚的高质量重量废物A3170; 3. 6毫米厚的重废物B3080; 4. 4毫米厚的中型废物新材料2950 -2970，不包括税收，单位元/吨。 如果厚度小于3毫米，则将被拒绝。 如果汽车表面和汽车底部的等级不同，则将被视为掺假。 规格：50ｘ50。 长度需要重新处理：（1）50元/吨将以超过30％的扣除，（2）100元/吨将以超过50％的额外扣除，（3）化学植物材料，含油的植物材料材料，高硫废料钢和油漆桶废料将被豁免。 拒绝。 所有密封容器（如千斤顶、汽车液压千斤顶、各种气瓶、储罐、密封管件等）必须完全隔绝。 如果不完全切断，将处以每根1万元以上的重罚。

6月19日[Jiangsu Lianyungang Yaxin]废钢价格：1。钢板，模具钢3320; 2. 12毫米厚的高质量重料A3290; 3. 6毫米厚的重刮B3200，4。4毫米厚的中型废料新材料3070 -3100，不包括税收，单位：yuan/ton。

6月19日，[Jiangsu Zhangjiagang Yonggang]零售价降低了100。

从6月19日的10:00开始，[江苏中国资源钢]废钢价格将降低50％。

6月19日，[江苏huaigang特殊钢]降低了150，调整后的执行价格为：钢棒3630，汽车切片3580，炉子3580，炉子3530，一个3530，重一个3510，重型一个3480，两个3480，重型三3450，剪切3450，剪切3450，剪切3450，剪切3450，剪切3450，剪切3450 3380，中等一个3310，xiaoyi 2760，2410统一，轻质材料2260，压碎一个3440，块1 3280，包括税收

6月19日[江苏江宁Xingcheng Steel Factory]被80个废料钢减少了。 特定废料钢的价格是基于公告。

6月19日（第二个）[江苏lianyungang xingxin]另外30次减少30，累积降低100，并且调整后的执行价格：最大3270钢板模具为3270，超过10的重量废物为3240 3210，3170，3170重量6或更多的废物收入，4个厚重的重量3070，加固切割颗粒以3320收集，无税，单位：yuan/ton。

[江苏智（Nantong）铁和钢] 6月19日，最新的执行价格：3800炉子材料，3720-3750炉灶，3640-3700，3450-3580包括税，单位：元/吨。

6月19日（第二个）[江苏东方东方（Danyang Feida）]降低了60，最新的执行价格：重量浪费3290，33290，3180-3270，SCRAP BLOCK 2920-3080 2920-3080，BOTIQUE压力块2760-2830，Botique压力块2760-2830 2760-2830 2760-2830 ，精品压力块2760-2830，工业压力块2680，无税。

6月19日[Nanjing Iron and Steel，Jiangsu]减少了100。

6月19日[江苏州的长州股东]减少了100个，调整后的执行价格：调整后：炉1 3470，炉子23440，重量为3420，重23390，重23390，称重3360 ，13％，包括税，单位：yuan/ton。

6月19日[江苏东方特殊钢]减少了100，调整后：炉子3300，炉子材料2,3270，炉子材料3240，重量浪费1 3210，重量废物23160，重量浪费33010，削减废物1 2390，否。 ，不，不，否，否，包括税，单位：yuan/ton。

6月19日[江苏扬昌·达芬·利安欣（Jiangsu Yancheng Dafeng Lianxin）]降低了50，调整后的执行价格：8厚3250，重1个10厚3220，重3170厚3170，Jongzi停止和锻造3100。

[Jiangsu Lianyungang Xingxin] 6月19日，降低了100次，调整后执行：钢板模具收到的钢板模具最多3330，重量超过10或更多，最多3270，高质量的重量废物3240，6重量浪费超过6或6个或6个以上的沉重废物超过6个或更多厚的废物，超过6个厚的废物和6个以上的沉重废物的沉重废物。 接收3200、4厚的重量，3,150，钢筋以3350收集，无税，单位：yuan/ton。

6月19日[Jiangsu Lianyungang Ganyu Huaxin废料回收有限公司（Laixin Iron and Steel）]减少了100，调整后的执行价格：细炉（新的钢板，新板，霉菌钢等）3180-- 3270，重量废物2920-3090，中国废物2840，硅钢皮肤停止，碎材料停止，Chong Doudou One 3330，Chong Doudou 2 3280，Chong Doudou 33230，增强头3340，无税，税收，单位：Yuan/Ton。

6月19日[江苏·韦奇（Jiangsu Wuxi）新三大大洲]减少了110，最新价格：3750钢板上方3750，3700霉菌钢，马蹄铁3640-3700，重量浪费6厚3590-3640，3770，3770，13％税收，包括13％的税收单位：单位：单位：单位：单位：单位：单位：单位：单位：单位：单位：单位：yuan / ton。

6月19日[江苏亨格伦海洋]减少了50，调整后：转角材料1 3320，拐角材料2,3280，拐角材料3240，重量浪费一号3250，重量浪费两个3210，重量3210，重量废物33160，增强块，增强块3250.排除税，单位：元/吨。

6月20日[山东的Weifang Special Steel]减少了50，没有发票零售投资者：重量废物3360，特殊级别的废品钢3310（停止收集）； 增值税通用发票：重量废物3393，特殊级别的废钢3343; 包括3％增值税发票：3496，特殊 - 级废料钢3442; 包括13％的增值税发票：重量废物3696，特殊 - 级别废钢3641（停止收集），单位：yuan/ton。

6月19日[Shandong Lai Steel Yongfeng]降低了100，在调整了Yongfeng Steel Dandruff Block 3185、3185之后，关闭了3185，关闭了压碎的蛋糕，第三级剪贴钢是2515，而第四级压碎的材料是3175.。 单位：元/吨。

从6月19日的8:00开始，[Shandong West King]材料类型的一部分很低：3220元，3220元，高品质的重量废物3,200元，3170 Yuan，yuan，3130 yuan for Botiques，3110 yuan I级别I级别I级别I，班级I，班级，班级，班级，班级II 3040元，2870元的轻质材料，剩余的材料价格不变，不包括税，单位：yuan/ton。

[Shandong Luli Steel Factory]减少了50件，新材料为1-3410，新材料为2-3330，增强头3410，重量废物3410，中型废物1-3360，中等至3310，统一3190，3190， 3190、3190、3190、3190、3190、3190、3190、3190、3190、3190、3190、3190、3190、3190、3190、3190、3190、3190、3190、3190、3190、3190、3190、3190、3190、3190、3190、3190、3190、3190、3190、3190、3190、3190、3190、3190、3190、3190、CHANG钢销售3050，光和轻型材料2880，钢销售电压2790，特殊压碎材料3210，第一级压碎材料3170，次级压碎材料3120，不包括税款。

[Shandong Stone Heng Special Steel钢]减少了100，具体价格为：3％增值税价格：重型3240，增强头3320，工业下部踏板3330，特殊压碎材料3310，包含3％增值税，单位：Yuan/ Yuan/ Yuan/吨。

[Shandong Meide Group]减少了50-80：4080工业角材料； 工业角材料（厚度<6mm）4020元； 干磨炉材料3960 yuan; Linkang Electric Furnace材料3700元，增强头4010，新的压碎废物钢3830元，3,830元，有资格的工业废料钢，3700元的高品质的刮擦钢，3660电动炉材料，3540个3540的电炉材料； 3440元人民币销售块，3450统一，包括税款。 单位：元/吨。

6月19日[Shandong Minyuan Iron and Steel]被30：Chongzi 3500-3530，Chongzi钢管头部混合3490，钢杆，钢管头部，钢管头，霉菌钢，空白头，圆形钢头3530，8厚的钢板材料8或更多的钢板材料3530、6厚的钢板3480、3380羊毛边缘，3390-3500出色的称重，3350厚度为8厚，3290厚度为3290，重量3290重量浪费6厚，碎剪切3030，包含3％VAT。 单位：元/吨。

6月19日[江西侯库钢]调整了废钢的采购价格，所有成分均通过100和单位进行了调整：yuan/ton。

[Jiangxi Taixin]减少了50，执行价格：重量废物3090，重量浪费两个3060，中型废物3020，小废物2820-2920，统一材料2390-2540，包装材料2420-2980，Steel Planer 2850，CNC，CNC洗发水2800，2730普通剃须，切割钢棒的谷物，3130-3160生铁，不包括税收，单位：yuan/ton。

[Zhejiang Yuxin] 6月19日，累积减少减少了150，调整后的执行价格：3240强加固晶粒，3090新的钢板材料，3070个出色的重量，重量3050，中型3050，中至2970-2990，中型2920-2940，小剪切，小切口2860-2880，小木2810-2840，普通剃须2660-2680，CNC洗发水2780-2810，热和冷滚动的打孔，镀锌，镀锌2960吨。

▎▎▎

[Henan Dance Steel]减少了80：130的削减，下降后的执行价格：重废钢3870，中型废钢3780，小剪贴钢3620，轻巧的材料2300，高质量压碎3850，普通的压碎3530，单个安装，单个安装单杆生铁3730，增强钢，3870，上述价格是税收的，包括税收，其他政策保持不变，单位：yuan/ton。

[Henan Dance Steel] 6月19日，60岁，下跌后，跌倒后执行了价格：重型废品3950，中型废钢3860，削减了4,000台钢制，上述价格为税款，包括税款，其他政策保持不变，保持不变，单位：元/吨。

6月19日[Hunan Lian Steel]所有废钢品种均减少了50（无税），单位：yuan/ton。

6月19日[Hunan Cold Steel]，各种废钢减少了60，单位：yuan/ton。

[Henan Minyuan Iron and Steel] 6月19日：70：工厂废物3250-3350，硅钢板3160，薄片切成薄片钢3110，特殊材料3350，马蹄铁3220，浓缩废物钢3100，重量废物3180-3300 ，均匀的废物钢3050 3050，Chong Dou 3250-3350，3370增强头，3200-3300增强头，3150钢块块，不包括税收，单位：Yuan/Ton。

6月19日，[Henan Anyang Sha钢Yongxing Waste Steel]钢筋的头部和增强截面减少了150，其他废钢材材料均匀调整。

6月19日[Anyang Yaxin，Henan]开发了50个，执行价格：3430高于10厚的3430，3380高于6厚，3260机器铁，3410钢切头，特殊级别16级厚3420，重量高于3380，称重B6及3330，3330，3330，排除税，单位：元/吨。

6月19日[Henan中的Xinyang Iron and Steel]将废钢的价格降低了100。

▎中国南部

6月20日[Wuzhou Yima，Guangxi] Downs 40：3230钢制药丸； 3230新钢板； 模具钢3230; 热药，冷丸，汽车药3210; 电机外壳，机器铁3180; 汽车前后桥的3170； 3170冷卷的销钉，硅钢板3210，防风3130，剪切3100，不包括税收，单位：yuan/ton。

6月19日[Wuzhou Yima，Guangxi]删除100：3270钢制药丸； 新钢板3270; 模具钢3270; 热的药丸，冷丸，汽车丸3250; 电机外壳，机器3220； 汽车前后桥的3210； 3210个冷卷销，3250硅钢板，3170剪风，剪切3140，无税，单位：yuan/ton。

6月19日[Guangxi Fangchenggang Guanggang]降低了60，当前重量1类别为3830，2个类别的重量为3800，打孔类型1型3680，打孔2类型3830，3830型3830，3830，4型4类型3760 3760 ，3760，3760，3760，3760，3760，3760，3760，3760，3760，3760，3760，3760和3760 punch。 类别1类别3830、3450块，3450个块，2740，剪切1型3620，剪刀2类型3590，剪切3550，剪切3550，剪切4型3510，处理大材料1类3040，2890 of 2890 of 2890 of 2890 of 2890处理，包括税收，包括税收，单位：YUAN/ YUAN/ YUAN// YUAN// YUAN//吨。

6月19日[Guangxi Liu Steel]降级60：1类别1类别3840，2类别3810，1类型1类型3710，2次打孔类型3840，3840 punch，4种打孔3780，切割1类3680，切割2 cut 2 3640，剪切3600，剪切4类型3570，块1类型3850，3510块2830，2830块，包括税，单位：yuan/ton。

6月19日[广西XIN贸易]反驳70：DISHENG IROIN 3090-3150，重量浪费3060-3100，一流的增强谷物3430，二等钢谷仓3410，最多3280的增强块，切割2-4厚的2-4厚2990 ，排除税，单位：元/吨。

▎中国西南

6月19日（两个）[重庆足航空公司钢铁公司]减少了30，累积60：（6-8厚）2840-2890，（4-6厚）2790-2840，（2-3厚）2680 -2730，自动机器人前后桥。 发动机已被拆除2870，汽车外壳约为2340，中型中级商店为2430-2480，运河颜色钢制瓷砖的罐1960-2060和Car Dandruff 2680。看不到不会被接受，它将被拒绝。 严格禁止将零件（塑料袋，灰烬），轮胎，易燃和爆炸性的危险货物密封，曾经从严重的惩罚中发现。

6月19日[重庆昌阳钢]降低了50：超过8个重量废物。 加固头3040 2.（6-18）厚切割2960 3.（416）厚切割2860 1 2910 4.（2 1 3）厚切割2740-2790。 MAO材料：Gongxian Angle 2910，桥模板2910，工厂货物2780，中和上部2600，中2530，Car Dandruff2710。注意：看不见的煤球将不接受，并且不会接受油腻的汽车垃圾。 排除税，单位：元/吨。

6月20日[Yunnan Muoguang废料公司]开发了100：干净的重废钢尺寸规格30cmx30cm-级别1-级铁3050，机械铁尺寸规定60cmx60cm和1级铁3050.隔离税，单位：Yuan/Ton/Ton

[Yunnan Muoguang废料公司]开发50：干净的重废钢尺寸规格30cmx30cm-级别1-级铁3150，机械铁尺寸法规60cmx60cm和1级铁3150.不包括税收，单位：Yuan/Ton。

6月19日（三次）[Guiyang Changle]另外150，累计减少了250，是商品的具体价格。 排除税，单位：元/吨。

东北地区

6月20日[Anshan Baohe，Liaoning]切割材料减少了100，具体价格受制造商的价格表约束

[Liaoning linggang]在6月19日减少了80，执行价格：最新的选拔价格：544材料类型3350，864材料类型3310，1064材料类型3290，排除税款，单位：yuan/ton。

[Liaoning Dalian Special Steel钢]减少100，执行价格：称重1 3500 2 3470称重三个3450称重四个3410熔炉1 3510炉2 3470剪刀3360剪刀3490粉碎一个3490特殊压碎的两个3490特殊粉碎三个3440粉碎3440粉碎1 3440粉碎1 3440粉碎1 3390小型和2900 ，包括税，单位：yuan/ton。 （我的铁和钢网）

3.可以改善经济利润恢复钢吗？

根据今天国家统计局的数据，5月，国内生产需求逐渐恢复，经济运营呈阳性变化，主要指标改善了边际改善，国民经济已经恢复了势头。

固定资产投资的增长率已在该月份反弹

从1月到5月，全国固定资产投资（不包括农民）为205964亿元人民币，同比增长6.2％，增长率从1月到4月下降了0.6个百分点。 根据兰格铁和钢铁研究中心的数据，5月，每月每月增长4.5％，比上个月增加了2.7个百分点，但3月没有增长。

图1三项主要投资的累积增长率

从子场的角度来看，从1月到5月对基础设施的投资同比增长6.7％，比1月至4月相比增加了0.2个百分点（有关详细信息，请参见图1）。 五月的月份增长率显而易见，但仍低于三月增长率。 基础设施稳定增长的增长是显着的。 由于超重基础设施投资的政策被密集发布，因此发行和使用特殊债券的使用加速了。 5月，土木工程建筑行业的新订单指数反弹了上个月的5个以上点。 6月，基础设施投资将继续运行。

从1月到5月，房地产开发投资同比下降4.0％，并且该月的下降缩小。 在其他主要指标中，本月商业住房销售领域的下降幅度有所缩小，但是年度收缩年度收缩的收缩超过30％。 市场状况缓慢并没有改变。 本月的住房建设区域年龄下降了39.4％ - 年龄，自2000年以来，累计建设区域的增长率为负增长。 一个月； 一个月； 一个月； The new start -up area decreased by 41.9%year -on -year, and real estate investment was still under pressure.

Consumption repair is relatively slow

In May, the total retail sales of social consumer goods was 3354.7 billion yuan, a decrease of 6.7%year -on -year, and the decline was narrowed by 4.4 percentage points from the previous month (see Figure 2 for details). During the retail of goods, food, drinks, tobacco, alcohol, Chinese and Western medicines, and oil and product categories have achieved positive growth. Other main categories are still decreased year -on -year. The retail sales of automotive and home appliances related to the demand of the steel industry decreased by 16.0%and 10.6%year -on -year, respectively, and decreased. Narrow 15.6 and expand 2.5 percentage points, respectively.

Figure 2 Society zero -month value and year -on -year growth trend

The epidemic has continuously impacted residents' consumption capacity and consumer confidence. The total retail sales of social consumer goods growth for three consecutive months, and consumption recovery slowly dragged down the economic formation in the second quarter. In terms of promoting consumption, policies or further efforts, as the order of life gradually returns to normal and the order of life and the normal return to normal and normally, and the order of life and the normal return to normal and normally, and the order of life and the normal return to normal and normally, and the order of life and the normal return to normal and normally, and the order of life and the normal return to normal and normally Policies are stimulated, and consumption is expected to recover slowly 。

Export toughness appears again

In May, the total export value (with the US dollar) increased by 16.9%year -on -year, a 13.0 percentage point from April (see Figure 3 for details), and the export growth rate of mechanical and electrical products related to the steel industry has risen significantly.

Figure 3 my country's import and export growth trend

Affected by the impact of supply, the growth rate of exports in April fell sharply. The marginal impact of the epidemic in May was weakened. Enterprises in the Yangtze River Delta region gradually resumed work and re -production, and exports rebounded significantly, forming an important support for the domestic economy. With the efforts of foreign trade measures, exports may continue to maintain a high degree of prosperity in June.

Industrial production has improved from decrease to increased steel downstream

In May, the added value of industries above designated size increased by 0.7%year -on -year, and the growth rate was from negative to positive, but the growth rate was significantly lower than March. Among them, the added value of manufacturing in May increased by 0.1%year -on -year (see Figure 4 for details). Among the main steel products, the output of industrial robots and metal cutting machines still increased negatively, the decline in automobile output was significantly narrowed, and the output of power generation equipment turned to positive growth. 。

Figure 4 The growth rate of manufacturing added value growth

The economy is in the stage of restoration after the epidemic, and the production of manufacturing has improved, but May only increased by 0.1%year -on -year. The metal products industry, general equipment manufacturing, and automobile manufacturing industry in the main downstream industries are still negative growth. With the acceleration of the re -production of enterprises, especially the further recovery of investment demand and consumer demand will drive the demand for manufacturing products, and manufacturing production will continue to accelerate.

Steady growth measures will land, and the economy will continue the recovery situation

After the period of the most serious impact of the epidemic in April, the economy entered the restoration stage in May, the stable and stable growth policies have been developed, and the economic operation has changed positively. The marginal improvement of the main economic indicators is improved.

The growth rate of the main indicators in May is still low. The growth rate of fixed asset investment and industrial added value has not risen to the level in March. The consumption continues to grow negatively. The economic restoration and the characteristics of weak supply and demand are still available. June is an important window period for steady growth. A package of policies and measures are expected to gradually effective. The economy will continue to recover, the stable growth role will be further emerged, consumption is expected to achieve positive growth, and industrial production will continue to accelerate.

Steel demand continues to replenish

In May, the production and manufacturing production of the construction industry was restored. The demand for steel improved from the previous month. At the supply side, the production of steel mills rose to a high level. The year -on -year decrease of crude steel output was narrowed. 。

In June, the economy further recovered, and the demand for steel that was suppressed in the early stage would be replenished. Specifically, the steady growth of infrastructure investment will increase, and the demand for steel in infrastructure will continue to be released; real estate sales will show signs of stability, but the new construction will still shrink significantly. Returning space, the demand for steel will continue to be released. (Lan Ge Iron and Steel Research)

4. The impact of downstream negative feedback has strengthened, and the decline in the price of iron ore deepened

My Iron and Steel Network News: The overall ore prices are running weakly this week. On the one hand, downstream demand is still declining, building materials have maintained a low level, the demand has not seen turns, and the market pessimism has increased. The black market weakened down; on the other hand, the spot price of coke in some areas rose to the ground in two rounds. Increased, multiple favorable factors gradually accumulated, and the optimistic emotions of iron ore fell, which led to a weak decline in prices this week.

As of June 17, the price index of MYSTEEL62%Australian Powder's long -term spot price index was US $ 121.50/ton, a month -on -month decrease of 20.35 US dollars/ton; Mysteel 62%Australian powder spot index was 898 yuan/ton, a decrease of 90 yuan/ton. In terms of varieties, this week's prices are still mainly declined by mainstream high -quality ore prices, while low -quality mines such as super -special powder have relatively resisted and falling due to high demand prices, and the decline is relatively small.

In terms of fundamental perspective, this week's shipping was repaired due to the improvement of the weather in Australia. However, due to the low initial shipping in Hong Kong, the short -term supply of short -term supply will not be changed due to the low initial shipping in the early stage. Demand side, the re -production blast furnace was successively produced normally in the previous period, and the scale of new inspection and repair was limited. In this issue, iron water continued to be slightly increased at high levels, and demand was slightly measured. However, under the continuous losses Continuously slowing down, the port daily daily sparse port fell to the horizontal line of 3.06 million tons/day, and the drop in the port inventory was narrowing.

Part 1. price review

1.1 Iron ore port spot and long -term spot price

Port spot spot and long -term spot: Mysteel 62%Australian powder index of $ 121.50/ton this Friday, a decrease of 20.35 US dollars/ton month -on -month; MYSTEEL 62%Australian powder spot index was 898 yuan/ton, a decrease of 90 yuan/ton; MYSTEEL 65%ball The group premium index was US $ 39.25/ton, an increase of $ 1.25/ton from the previous month; Mysteel 62.5%of the mining premium index was US $ 0.1510/ton, a decrease of US $ 0.0550/ton. This week, the PB fan's long -term floating premium was 1.0 US dollars/ton, a decrease of $ 0.4,000/ton month -on -month.

1.2 Iron ore futures price and delivery profit

In terms of derivatives: On Friday afternoon, the main contract of Lilian Railway closed at 821.5, down 93 month -on -month; as of this Thursday, the SGX main contract closed at US $ 135.04/ton, down 7.33 US dollars/ton month -on -month; Baba Fan 09 Contract Factory Library's delivery profit-105.62 yuan/ton, a month-on-month decrease of 12.18 yuan/ton, an increase of 185.28 yuan/ton last year.

1.3 Passing of iron ore

In terms of price difference: This week's high and low price difference has narrowed. As of Friday, the price difference between PB powder and super powder of Qingdao Port was 120 yuan/ton, a narrowing of 41 yuan/ton month -on -month; the premium premium of Brazil was reduced. Yuan/ton, narrowed by 12 yuan/ton month -on -month; the price difference between powder blocks expanded. The price difference between the PB block and PB powder of Qingdao Port is 235 yuan/ton, an increase of 8 yuan/ton from the previous month. In terms of the current basis: PB powder difference 160.82, weakened by 4.24 month -on -month; super -special powder variance 24.48, 41.29 stronger month -on -month.

1.4 Imported iron ore profits and steel plant profits

In terms of profits: As of Friday, Qingdao Port PB Fan immediately passed the import profit of 21.9 yuan/ton, an increase of 52.88 yuan/ton from the previous month; Block imported profit was 148.5 yuan/ton, an increase of 72.53 yuan/ton from the previous month. In this issue, the steel plant of the steel plant in Hebei region was-392.59 yuan/ton, a decrease of 295.91 yuan/ton month-on-month, and the price difference between scrap steel and iron was -219.3 yuan/ton, narrowing by 270.88 yuan/ton. (The profit of the steel plant is calculated based on the actual research cost, and the cost is updated every week).

Part 2. Market review

2.1 Imported port price and weekly changes in port ports (unit: yuan/ton)

2.2 Interpretation of each area

East China Region: The decline in the decline in the mining price of the mining price is narrowing and the decline in the Hong Kong and Hong Kong storage of Hong Kong

The price of iron ore in the region has continued down the downward trend this week. As of Friday, the price of PB powder in Qingdao Port was 889 yuan/ton, a decrease of 88 yuan/ton month -on -month; PB block was 1124 yuan/ton, a decrease of 96 yuan/ton month -on -month. Chao special powder 769 yuan/ton, a decrease of 47 yuan/ton month -on -month, the price of low powder mines is relatively strong.

In terms of data, the amount of iron ore from Shandong this week was 504,000 tons of iron ore, a decrease of 520,000 tons from the previous month. Tons, a month -on -month decrease of 780,000 tons, the decline in Hong Kong has narrowed significantly. The average daily production of sample companies in East China is 363,300 tons, and the overall production situation fluctuates slightly. At present, the inventory of the steel mill was 1.91773 million tons, an increase of 285,100 tons from the previous month. The average number of days in the region can be reduced to 15.9 days. This week, due to the large fluctuations in the prices of the mine, the steel mills with spot procurement are weak. The number of days of some steel mills in Shanxi has dropped to 10 days.

In terms of varieties, this week's low -quality powder ore, such as super -special powder, demand for superimposed varieties, and the price is relatively resistant to decline. The price difference with PB powder has shrunk to 120 yuan/ton. It has weakened, and in the context of the continued sluggish profit of steel mills, the choice of varieties will be more cautious.

In summary, this week is high -temperature in the north, and the seasonal rainy season in the south has led to weak steel demand and the inventory has continued to accumulate. Coupled with the rise in coke prices, the profit of steel mills continued to be squeezed. This week, the profit margin of the steel mill 42%hit a new low during the year, affected by the downstream, and the overall performance of iron ore prices showed weakness. It is expected that the price of iron ore will continue to operate weakly next week.

North China Iron ore: Tangshan to Port maintained low -level two port inventory continued to decline

The price of iron ore in Tangshan this week has plummeted. As of this Friday, Caofeidian Port PB powder was 889 yuan/ton, a decrease of 94 yuan/ton last week; 788 yuan/ton in super powder, down 42 yuan/ton month -on -month; card powder 1110 yuan/ton, a decrease of 84 yuan/month month -old Tons; Newman sieve 1185 yuan/ton, a decrease of 85 yuan/ton month -on -month.

From the perspective of the regional fundamentals this week, the supply side of Tangshan two ports to Hong Kong this week was 2.341 million tons, a decrease of 1.574 million tons from the previous week. The starting rate was 76.24%, a decrease of 0.99%month -on -month. This week Shugang was 590,000 tons, a decrease of 70,000 tons from last week. It is reflected in the inventory side. This week, the total inventory of Tangshan's two ports was 20.377 million tons, a decrease of 1.36 million tons from the previous week.

This week, the situation of the two ports from Tangshan has continued to decline, and the inventory of ports still shows the trend of demolition. In terms of traders, under the influence of the Federal Reserve's interest rate hikes and the production of steel mills reduction, the market has pessimistic emotions, which are mostly shipped, and the market price is low. Due to the poor market demand for the production of the material, Chengcheng maintains a state of accumulation. This week, the steel mills have begun to reduce production. The cost of superimposed raw materials is high, resulting in a weak purchase demand. Most of the mainstream varieties purchased by procurement are PB and mixed powder.

From the perspective of varieties, due to the gradual decrease in the trade resources of low -quality powder in the market, the price is relatively strong than other varieties, and the trade resources of Chinese powder are relatively abundant and decentralized, and the price support很平均。 In summary, although port resources are gradually declining, compared with weak market demand, the supply of resources is relatively sufficient. In addition, the steel mills still have expected increase in maintenance in the later period. It is expected that the market price of imported mines in Tangshan will run weakly in the short term.

Along the river area: ore prices are generally traded

The spot price of imported mining ports along the Yangtze River area has a decline this week, and the overall market is weak.As of Friday, Jiangyin Port PB powder was 915 yuan/ton, a decrease of 95 yuan/ton month -on -月; PB block of 1157 yuan/ton, a decrease of 97 yuan/ton month -on -month; 62.5%BRBF1,000 yuan/ton, a decrease of 100 yuan/ton month -on -month

In terms of varieties, the performance of gold cloth powder in the area this week is more prominent. The price difference between the price of PB powder has shrunk by 14 yuan/ton to 96 yuan/ton last week, and contracted 26 yuan/ton last month. With its cost -effective advantage, Jinsuba Fan has reduced the profit of steel mills, and most of the mines have been favored by steel mills under the background of deduction. At the same time, non -mainstream medium and low -quality powder ores, such as SP10 powder, golden treasure powder, printed powder, PMI powder and other steel factories, have also increased.

In terms of steel mills, the total number of days in the imported mine in the sample can be 37 days. Specifically, the inventory of the steel mills has increased slightly this week. The average daily iron water is basically flat this week, and the average number of days in the factory can be 18 days. In terms of spot transactions, the purchase of steel mills this week is average, and it is mostly replenished on demand. The main procurement varieties this week are: PB powder, microphone, super powder, gold cloth powder, card powder.

In terms of traders, the enthusiasm of traders in the region this week is average, and some traders take the cost of selling for sale, or the sealing will not be available. Recently, the overall trade resources in the region have high inventory, and most of the ports in the Jiangoi ports are straightforward and the fees enter the river have a large decline. Mine etc. In the short term, the profit of steel mills has not seen obvious rotation, and the iron ore spot market is expected to remain weakly running in the background of strong demand.

Part 3. Basic aspect

3.1 Review of the basic situation of iron ore

Supply: In this issue, MySteel, Australia, Brazil's 19th MTR ore, has a total of 26.418 million tons, an increase of 5.641 million tons from the previous month. The number of 45 ports to Hong Kong was 18.907 million tons, a decrease of 3.145 million tons from the previous month.

Requirements: MYSTEEL's research rate of 247 steel plant blast furnaces was 83.83%, a decrease of 0.28%from the previous week, a decrease of 3.57%year -on -year; 41.99%, a month -on -month decrease of 16.88%, a year -on -year decrease of 44.16%; the average daily iron water output was 2.4329 million tons, an increase of 00,300 tons, a year -on -year decrease of 17,200 tons.

Inventory: MySteel counts the inventory of 45 port imported iron ore in the country in the country, which is 126.6526 million tons, a month -on -month decrease of 1.80 million tons; the average daily sparse port volume was 3.0624 million tons of 123,500 tons. 93 ships in Hong Kong increased by 8.

3.2 The incremental increase in Australia's shipping obviously is basically stable in Brazil's transportation

In this issue, MySTEEL Australia and Brazil 's 19th MTR ore shipping volume was 26.418 million tons, an increase of 5.641 million tons, of which Australian transport volume was 19.027 million tons, an increase of 5.522 million tons, which was 528,000 tons in the去年同期。 7.391 million tons, an increase of 119,000 tons month -on -month. Specific to the mine, the weather in Australia has improved, and the amount of transportation of each mine has picked up. Among them, the amount of Liang Tuo's transportation volume increased by 3.169 million tons to 6.346 million tons month -on -month. ; Brazil's mines are mainly fluctuating slightly, among which Vale has increased by 151,000 tons to 5.878 million tons month -on -month.

3.3 China -Hong Kong volume reduction obviously increases slightly in Brazil to Hong Kong

The volume of 47 ports from China was 20.938 million tons, a decrease of 1.822 million tons from the previous month. The number of 45 ports to Hong Kong was 18.907 million tons, a decrease of 3.145 million tons from the previous month. Among them, the volume of Australian Mine to Hong Kong was 12.859 million tons, a month -on -month decrease of 2.901 million tons, and a decrease of this year's low level; the volume from Brazil to Hong Kong increased by 251,000 tons to 3.264 million tons. 数千吨。 From the perspective of the area, except for the southern region, the remaining regions have reduced volume. Among them, North China and East China have a large decrease, with a total of 2.473 million tons.

3.4 Mine capacity utilization rate slightly fell down to domestic iron fine powder cost -effective and improved iron fine powder inventory

The utilization rate of mines has fallen slightly in this period. Except for the restoration of the production of mining companies in the Northeast region, the production of the Shanxi Mine in North China has decreased slightly due to the impact of safety inspections; the East China Mine has a narrow profit space and conventional maintenance, and the output of raw ore and fine powder has decreased slightly.

In terms of inventory: The market demand in North China and Northeast China has improved, and the procurement of steel mills has improved. Some traders have the situation of getting goods, and the shipments of the mining enterprises have improved. Due to the demand for the demand for steel manufacturers in the Southwest region, it has accelerated. Most areas in this issue show the trend of libraries.

3.5 Iron water output holds a stable steel plant's profit decline significantly

Mysteel surveyed the starting rate of 247 steel plants at 83.83%, a decrease of 0.28%month -on -month, a decrease of 3.57%year -on -year; the utilization rate of iron refining capacity of the blast furnace was 90.15%, an increase of 0.01%month -on -month, a year -on -year decrease of 1.47%; the profit margin of the steel plant was 41.99%. , Decreased by 16.88%month -on -month, a year -on -year decrease of 44.16%; the average daily iron water output was 2.4329 million tons, an increase of 00,300 tons, a year -on -year decrease of 17,200 tons.

In this issue, MySTEEL investigated the average daily iron output of the sample of 247 steel factories of 2.4329 million tons, an increase of 0.03 million tons from the previous month. A total of 7 new blast furnaces were maintained, and 5 blast furnaces were re -production. Specifically, there are blast furnace maintenance in all regions across the country this week. Under the pressure of the inventory and cost of steel mills, the routine maintenance increases, and most of the short -term maintenance is mainly; The region is mostly a blast furnace for the short -term short -term inspection. It is reflected in the output of iron water, and the output of each region fluctuates slightly. In addition, the profit margin of steel mills this week fell to 42%reached a new low this year.

3.6 The decline in the inventory of the port at the Hong Kong Low Low Port and the drop in the port of port narrowing from the previous month

MySteel counts the inventory of 45 imports of 45 ports across the country is 126.6526 million tons, a month -on -month decrease of 1.807 million tons; the average daily daily number of ports was 3.0624 million tons of 123,500 tons. 93 ships in Hong Kong increased by 8. According to the statistics, the total imports of iron ore imported from 47 ports across the country were 13.333342 million tons, and 880,700 tons were reduced from the previous month.

During this cycle, the port iron mines continued to maintain a downward trend. Therefore, although the number of ports still hovered at a low level, the inventory of the port of port still narrowed. Specifically, the areas with a large amount of inventory this week are mainly North China and the Northeast. The main due to the low period of the cycle is low. At the same time, the characteristics of the concentration in Hong Kong are obvious. In contrast, the ports of the river areas have good conditions in port delivery operations in the near future. In addition, the cyclical lifting of the radiation steel plant is still low, and the port inventory in the region has increased to increase.

3.7 Steel factory consumption daily stable imports of imported mine stocks rose slightly

The total amount of iron ore imports in the national steel mills was 109.304 million tons, an increase of 1.0956 million tons from the previous month. 0.43 days.

In this issue, the inventory of imported mines in the national steel mill has continued to increase, slightly higher than the average level in the second quarter, and the number of inventory weeks has also increased. From the perspective of the area, the area has increased, of which the area along the river is large, which is mainly caused by the increase in shipments of the Changxie. In terms of daily consumption, although the routine maintenance of the blast furnace has increased in this period, there are also early -test inspection of the re -production of blast furnaces. On the whole, the daily consumption of imported mines is mainly slightly fluctuating.

3.8 Long -term spot: Long -term spot price decline has obviously improved mainstream varieties.

This week's long -term iron ore prices fell sharply. On Friday, the lowest price since February this year has continued to weaken. Although the profitability of the mainstream variety this week has restored, the risk aversion has led to the general market transactions.

The overall market transaction in the long -term market has continued to decrease, and the primary and secondary markets have reduced a small amount. Among them, the main transaction varieties of the primary market are MNPJ, while the secondary market is mainly PB powder shipping goods. The transaction of low aluminum Yangyi resources and ba mixed resources is still available, because the overall low aluminum resources are still relatively short, and the premium premium of Yangdi resources has been further narrowed.

At present, the determination of direct sales of mining and some long -term associations has led to an increase in sales resources in the market, and traders are more cautious. Most of the premiums of mainstream goods have declined. This week, the premium of block ore has a sharp decline, and some market participants said that this is basically consistent with market expectations. The screening of mines in the rainy season in June, coupled with the high position of the mainstream block mine resources in the current stage of the current stage, is inevitable. 因此，这是不可避免的。 Due to limited time resources, the premium market is currently at a high stage.

3.9 Port spot spot: Port spot transactions turn weak and low -quality resources. Resources have declined significantly

The average per day of the port of ports was 769,000 tons per day, a decrease of 16.3%month -on -month; the spot price of the port was weak, and the market traffic atmosphere was weak. Traders' shipments were more positive. Steel manufacturers were cautious. 虚弱的。 In terms of varieties: All varieties have fallen, China Pin -Australian powder transactions have fallen high, low -quality mine resources have continued to fall, and the transactions of mainstream blocks have maintained a low level.

The loss of steel mills has expanded, and the purchase of steel mills is more considering economics. The price difference between low and low products continues to narrow, and the transactions of Chinese goods resources are better than low products; SME traders have weakened speculative demand, PB powder, gold cloth powder and The mainstream and low -product transactions such as Super Special Fan have weakened. The mainstream mineral resources have improved, the price difference of the powder and the premium of the mine have fallen. Recently, the price of coke has begun to rise, and the transaction of block ore has maintained a low level. On the whole, the spot transactions of ports this week have fallen, and the current transaction volume is still below the annual average, weaker than the same period last year.

Part 4. Market prediction next week

From the next week, there is no significant change in the maintenance of the Australian Pakistani berth. In the short term, Australia's shipping continues to rise. In the first half of the week, Brazil has a slight decline in transportation and affects the total amount of transportation throughout the week. Based on the rhythm of the early shipping and the period of the ship's period, iron ore is expected to enter the rising period of rising and rising, and the supply may improve in the short term.

需求端，高成材库存压力下钢厂利润再度被挤压，部分钢厂出现小幅减产检修行为，铁水或见顶回落，但仍有个别高炉在计划复产中，因此铁水减幅较小，整体需求仍居高位，港口疏港回落可能性较低。体现到库存端，到港增加后港口库存降幅有继续收窄动力，基本面继续好转。

此外，成材成交持续萎靡、表需不断减量的大背景下，成材端高库存的矛盾持续，给原料端带来负反馈，叠加原料自身基本面好转，价格下行压力加大，短期或继续偏Weak run. （我的钢铁网）