2022年春节期间全国建筑钢材运行情况

综述：回顾2022年春节前期，受“碳峰碳中和”、“采暖季限产”等政策影响，国内建筑钢材产量整体处于同期低位。昔年。 低供应水平提振了一些细分市场。 对冬前储存的热情； 由于供应整体收缩，我们看到今年春节前建筑钢材库存的恢复情况远不及2020-2021年同期。 相对较低的供应量和较低的库存能否推动节后价格上涨？ 节后需求能否如期恢复？ 一季度是否会有新项目落地？

根据春节期间市场的一些变化，我的钢铁也对各市场节日期间建筑钢材的品种和数据做了简要的概述，仅供大家参考：

核心思想：

价格变化：春节期间，各市场普遍休市。 报价与节前相比没有明显变化。 厂家心态稳定。 节后，除部分初冬仓储商家计划上调报价外，钢厂更愿意主动推高价格；

供应情况：春节期间，山西、山东、河南等限产地区产量维持节前水平，没有进一步走强的趋势。 目前产量处于年内绝对低位，节后供应将逐步恢复；

库存情况：春节期间，各市场到货情况基本符合节前预期。 华东、华南地区入境人员相对集中。 北方地区库存积累不及往年同期。 整体库存压力小于2020-2021年同期，但短期来看，冬季库存积累仍在。 通道内，短期库存仍有上升空间，预计峰值将略高于2018-2019年水平；

市场心态：钢厂心态普遍好于经销商，北方地区商家心态略好于南方。 由于供应和库存相对较低，加上节后消费复苏预期强烈，市场心态普遍乐观，节后价格将迎来上涨。 让我们有一个好的开始。

市场形势回顾

华东地区：（部分资源集中到货，节后价格普遍上涨）

上海

春节期间，上海建材市场整体休市，报价稀少。 只有极少数值班商户报价，但几乎没有成交。 整体价格与节前持平。 据调查，随着冬储资源逐渐到货，当地库存明显增加。 但由于节前商家主动去库存意愿明显，且需求表现持续较好，节前当地库存处于较低水平，节后库存压力较与去年。 需求方面，春节假期期间，国家宣布适当推进基础设施建设。 上海五个主要新城和临港新区的建设，不可避免地涉及到基础设施相关项目。 结合节前上海当地需求的良好表现，预计元宵节后当地需求或将呈现良好释放，当地建筑钢材价格将呈现上涨趋势。

山东

春节期间，山东建材运行平稳。 一方面，由于节日期间山东多地放假，市场需求停滞； 另一方面，节前主流市场成交在4730-4750元/吨区间，节前贸易商已获利150元/吨左右。 市场节后盈利预期较强，操作相对谨慎。 价格方面，节前省城地区螺纹钢主流报价4730元/吨，胶东地区螺纹钢主流成交价格4750元/吨，鲁南地区螺纹钢主流成交价格地区4750元/吨。 节假日期间多数贸易商将价格锁定在4750-4800元/吨，较节前小幅上涨30-50元/吨，但成交很少。 库存方面，据我的钢铁统计，社会库存85.48万吨（其中螺纹61.51万吨，盘卷23.97万吨），较节前增加8.55万吨。 从到货来看，省内资源莱钢、莱钢永丰产量较为稳定，其他钢资源量不大。 省外资源方面，东北地区（库存低，价差小，到货平均），江苏地区（限产严重，到货低），山西地区（部分限产，到货减少，节前居多）。区域资源到货（如订单资源到货）并不是特别充裕，区域流动性有所减弱。 综合来看，今年春节期间山东建材市场整体供需格局没有太大变化，市场处于有价无市的状态。 节后，多数商家认为，由于1-2月生产端产量较低，钢厂节后涨价的可能性较大，市场被动跟涨的可能性较大。 不过，冬奥会后产量将会有所回升，但面对不明朗的需求，套现情况将开始集中在2月中下旬。 但需求不明朗，市场仍会存在变数，安定下来即可。

江苏

南京：节前南京市场南钢螺纹钢主流成交价格为4800-4820元/吨。 节日期间，价格小幅上涨。 今早少数商家意向报价在4840元/吨左右； 节前沙钢主流成交价格为4750-4780元。 今日市场多数商家尚未复工，预计少数报价在4800-4820元/吨左右。 目前是大年初六，贸易商尚未恢复营业，其他钢厂尚未发布报价。 库存方面，今早统计显示，南京市场建筑钢材库存约33.99万吨，较节前增加7.33万吨。 另据了解，三个仓库待卸资源量约为3万吨。 虽然库存大幅增加，但节后商家看涨情绪明显。 预计明天复工后当地建筑钢材价格将呈现上涨走势。

浙江

杭州：目前休市，暂无报价。 预计农历正月初八至初十开市。 库存方面，据不完全统计，目前杭州库存约为70万吨-75万吨，节前约为20万吨。 库存水平同比有所下降。 总体而言，贸易商相对乐观，预计节后价格将坚挺。

宁波：目前市场尚无报价，商家基本会在初八、初九开始上班。 库存方面，据不完全统计，当地建筑钢材库存15万吨-17万吨，较节前有所增加。 冬储资源将于本月中旬陆续抵达当地，届时库存将持续增加。 预计节后宁波建材价格将呈现上涨趋势。

台州：市场尚未开市。 预计农历八月初九，商户将重新开业，并逐步复工。 目前，商家无报价，无成交。 库存较节前有所增加。 据不完全统计，市场整体库存12万吨-13万吨，较节前大幅增加。 有商家表示，未来库存还会继续增加。 预计节后价格将出现剧烈波动。

温州：目前市场暂无报价。 春节期间，市场基本在初八之后开始上班。 目前市场处于有价无市的状态。 贸易商报价处于高位。 工地工人尚未抵达，市场整体无成交。 库存方面，近期市场货源陆续到货，市场库存小幅增加。 据不完全统计，当地市场建筑钢材库存8万吨-9万吨，较节前增加0.5-1万吨。 总体来说，春节过后，冬储资源陆续到货。 贸易商普遍持乐观态度，不愿低价出售。 预计节后价格短期或将维持强势盘整走势。

嘉兴：目前商家仍处于休业状态，暂无报价。 预计正月初八开市。 当地库存较节前略有增加。 市场整体库存在2万吨至3万吨之间，较去年同期明显减少。 贸易商资金压力较小，心态更加乐观。 预计节后价格将震荡上行。

金华：目前市场休市，目前无报价。 预计正月初八后开市。 当地库存较节前略有增加，市场整体库存在2万吨至3万吨之间。 心态上，目前贸易商对春节后市场需求持乐观态度，预计节后短期内价格将震荡上行。

绍兴：大部分商贩在初八上班，少数在初七开市。 库存方面，较节前略有增加。 预计建筑钢材库存在1000吨左右，较去年有所减少。 预计节后市场价格将有良好开局。

丽水：目前商家仍处于休业状态，暂无报价。 预计农历正月初八、初九开市。 当地库存较节前略有增加。 市场整体库存在1万吨左右，较去年同期有所减少。 贸易商资金压力较小，心态乐观。 预计节后价格将震荡上行。

湖州：目前市场未开放，初八至初十商家基本上班。 库存方面，市场库存较节前小幅增加，主要以黄海冬储资源为主。 目前建筑钢材库存约1万吨，与去年大致持平。 商家普遍看好节后市场价格，预计节后市场将迎来良好开局。

安徽

春节期间，整体市场稳中有升。 据了解，当地企业大多会在正月初八上班。 截至目前，省内龙头钢厂MG指导价螺纹钢4960元/吨，卷螺指导价5200元/吨，高端钢材5210元/吨，CJ螺纹钢挂牌价4770元。元/吨，卷螺5010元/吨。 钢厂库存方面，MG库存5.6万吨，CJ库存11.7万吨，LG库存12万吨，均较节前有所增加。 钢厂表示，该库存值没有压力。 从市场库存情况来看，各仓库库存增量较小。 合肥市场库存16.9万吨，较节前增加2.69万吨，同比下降约26%。 马鞍山市场龙头仓库库存14万吨，较节前增加14万吨，较节前增加2.69万吨。 此前增加2.2万吨，同比减少约33%。 据市场商家反馈，由于资金紧张，需求可能会有所延迟，目前心态较为谨慎。 但由于目前库存增幅小于预期，预计复工后市场价格或将继续上涨。

江西

南昌：目前商家仍处于休业状态，暂无报价。 节前市场价格4600-4610元/吨。 大多数商家预计在农历正月初八到初十期间开门营业。 库存方面，节后当地市场库存约28万吨，较去年略有减少。 目前贸易商对春节后市场需求持乐观态度，预计节后价格将出现较强波动。

九江：目前市场尚无报价，多数商家计划初七至初八上班。 据不完全统计，当地建筑钢材库存约2万吨，较春节前累计增加1.5万吨，同比下降约45%。 节后，当地市场库存压力较低，为价格提供了一定支撑。 商家态度乐观。 预计节后九江建材价格将坚挺震荡。

赣州：目前商家尚未开门营业，大部分商家计划大年初八上班。 据不完全统计，当地建筑钢材库存约7.5万吨，较节前累计增加约3.5万吨。 与去年同期相比，今年赣州建材库存下降30%-40%。 预计节后赣州建材价格将震荡偏强运行。

福建

市场尚未开市，大部分商户从初七到初十就开始上班。 考虑到春节期间沙钢价格上涨100元/吨，市场商家心态良好，整体上涨预期较强。 库存方面，福建高炉厂春节期间进行少量检修，整体库存积累速度不及去年。 目前福建省建筑钢材总库存91.09万吨，较节前增加36.06万吨。 但增幅仍明显小于去年，库存总量也创近年来新低。 总体来看，春节过后，在库存低位和价格上涨预期支撑下，整体价格坚挺，操作概率较高。 预计福建建筑钢材价格或将迎来良好开局。

华南地区：（节假日期间库存增量分化，节后价格震荡上行）

粤

广州：据悉，当地商户多数在正月初八正式开工，部分商家推迟开工2-3天。 今天虽然有部分商家开始上班，但大部分都专注于整理报价。 价格方面，虽然尚未开市，但从贸易商反馈来看，部分当地钢厂及周边钢厂在假期期间小幅上调价格，普遍看好节后时期。 库存方面，据不完全统计，目前市场现货库存在140万吨左右，较节前增加约36万吨，且低于去年同期。 由于节前大部分大型码头并未停运，春节期间货物正常到港。 从市场反馈来看，假期期间开工项目较少。 由于今年春节期间天气良好，预计今年需求启动时间将比去年提前。 另外，目前库存水平低于去年同期，市场心态良好，节后钢厂推涨，预计节后广州价格或将震荡上行。

深圳：深圳建筑钢材市场尚未启动。 商家仍在放假，市场基本没有报价或成交。 据了解，大部分企业在初十左右开始上班。 库存方面，据了解，目前龙头仓库建筑钢材总库存约2.1万吨，较节前增加约5000吨，其中螺纹1.6万吨，线盘约5000吨。 对于节后市场，目前市场谨慎乐观。

潮汕：潮汕建材商家大多在正月初四、初五开工，但由于目前基本没有需求，所以市场报价很少。 据悉，节日期间虽然有新资源抵港，但总量有限，潮汕建材库存依然较低，尤其是螺纹钢资源十分紧缺。 除当地钢厂两家高炉厂家正常生产外，配坯厂仍处于放假、停产状态。 受钢坯价格高企、资源缺乏等因素影响，复工时间尚未确定。 综合预计潮汕建材市场将迎来良好开局。

广西

当地贸易商计划2月10日左右开工，部分节前报价仍维持在4780元/吨左右。 需求方面，下游起步较晚，基本没有需求。 钢厂方面：地方龙头钢厂长流程钢厂维持节前生产，短流程钢厂基本仍处于停产状态。 实际供应量与节前相比没有明显变化。 由于大部分商家在工厂有库存，所以没有带回工厂。 那么库存方面：当地社会库存约33万吨，较节前增加6万吨，较去年减少9万吨。 从目前情况看，商家认为节后会有良好开局，但后期还要看资金和库存的积累。

海南

目前海南商家尚未回归市场，市场尚未开盘。 大多数交易者在农历月初八开始工作。 目前，海口建筑钢材总库存21.7万吨，较节前增加4500吨。 库存较节前略有增加。 这主要是受春节假期影响。 码头也放假了。 市场库存将于下周到货。 将会有显着的增加。 目前库存压力不大。 加上节前商家冬储成本较高，市场心态较好，看涨情绪浓厚。 商家报价将小幅推高。

西南地区：（节假日市场普遍休市，节后价格趋于坚挺）

重庆

春节期间市场休市，商家没有入市报价，也没有商家或下游用户询盘。 库存方面，聚龙、果园港、五线等发货情况一般，整体库存明显低于往年。 目前，重庆整体社会库存在51万吨左右，同比减少17万吨，其中螺纹钢库存预计31万吨，线盘库存20万吨。 预计节后重庆库存高峰在60万吨左右。 钢厂方面，重钢生产仍不稳定，厂内库存仅有万余吨； 重庆永航、重庆祖航春节期间停产，影响日均产量6000-6500吨，目前厂内库存约9.5万吨。 下游方面，下游企业多数放假，大规模复工预计滞后于正月十五。 多数商家对下周走势持乐观态度。 春节期间，社会库存和钢厂库存明显低于往年。 基于节后需求释放预期，重庆建筑钢材市场价格或将小幅上涨。

四川

春节期间市场休市，大部分报价维持在节前水平。 市场基本无成交，螺纹钢主流报价在4750-4800元/吨。 钢厂方面，当地大部分长流程厂家生产正常，短流程厂家春节假期期间将停产，预计2月10日左右恢复生产。库存方面，截至目前，成都市建筑钢材社会库存总量66.63万吨，比节前增加19.21万吨，比去年同期减少13.09万吨。 复工方面，预计下周一多数下游企业陆续开工，工地复工时间多集中在正月十五左右； 预计农历八月初八左右商家将逐步恢复正常营业。 鉴于库存水平较去年同期小幅下降，省外在途资源较去年同期大幅减少，以及钢厂出厂价坚挺，市场看涨。 预计开市后成都建筑钢材价格将坚挺。

贵州

春节期间贵阳市场基本休市，报价多维持在节前水平。 市场上基本没有交易。 水钢螺纹钢报价在4750左右。 库存方面，截至目前，库存总计20.4万吨，其中螺纹钢库存13万吨，线盘库存7.4万吨。 库存较节前增加8.2万吨，主要是螺纹钢和卷螺。 钢厂方面，水钢生产正常，其他电炉钢厂继续停产，预计正月十六恢复生产。 黔西南聚鑫明天（正月初七）恢复生产。 下游方面，贵州省大部分工地计划于2月16日（正月十六）左右复工。 正月初十企业基本复工。 他们手头库存不多，心态尚可。 目前，贵阳市场库存明显低于往年。 节前外围市场小幅走强。 预计贵阳建材市场开盘稳中略强。

云南

春节期间昆明市场基本休市，报价大部分维持在节前水平。 市场基本无成交，螺纹钢市场报价在4650-4700之间。 库存方面，截至6日，云南建材社会库存较节前明显增加。 钢厂库存+社会库存合计约105万吨，总库存较节前增加约40万吨。 供给方面：全省大部分长流程钢厂正在进行检修减产，短流程钢厂已停产。 目前全省日产量约为4万吨。 下游：云南省大部分下游企业将在大年初七陆续开工，预计2月16日（正月十五）后工地采购需求将逐步恢复。 综合来看，云南省钢厂产量和库存同比均大幅下降。 贸易商冬储资源有限，厂家相对乐观。 预计节后将迎来良好开局。

华中地区：（春节期间到货压力不大，开盘价格较为坚挺）

湖北

武汉：价格方面，节前现货报价，主流钢厂螺纹钢价格在4650-4710元/吨，螺蛳价格在4910元/吨左右。 春节期间，市场交易基本处于停滞状态，但整体商家心态仍保持谨慎乐观。 报价较节前上涨50-100元/吨。 钢厂方面，春节期间，全省4家长流程钢厂正常安排生产，短流程钢厂全部停产。 螺纹总产量约14万吨，线卷产量约5.2万吨。 库存方面，据统计，当地钢厂内螺纹库存约19.4万吨，线盘库存约4.2万吨。 社会仓库方面，节后螺纹总库存约35.11万吨，线盘库存约8.49万吨。 预计节后一周库存水平将维持上升趋势。 如果节后需求恢复尚可，当地市场有望弥补强劲增长，但理性占上风。

湖南

长沙：春节期间长沙市场休市，价格维持节前收盘价，主流价格在4750元/吨。 钢厂方面，湘潭钢铁、涟源钢铁开工正常。 冷钢一座530立方高炉仍处于停产状态，生产线正在进行同步检查。 目前，一号螺纹轧机自2月3日起停产检修，三号螺纹轧机自1月19日起停产，当天将停产检修，并复工。时间待定，影响螺纹产量约5400吨/天。 库存方面，由于节前建材价格较高，贸易商较为谨慎，积极备货热情不高。 大多数代理商依赖被动冬季存储。 截至目前，长沙市建材总库存约为40.4万吨，处于较低水平。 去年节前增加约18.1万吨，节后减少约11.2万吨。 大年初八以来贸易商陆续开始复工，但需求预计在2月中下旬启动，节后长沙建材价格或将走强。

河南

郑州：春节期间，郑州建筑钢材市场价格基本稳定，但钢厂指导价上调50元/吨左右。 目前安钢、新钢16-25mm抗震丝市场价格为4680-4700元/吨，亚新、闽源、金钢抗震丝市场价格为4620-4650元/吨。 春节期间市场休市，但省内钢厂资源压力并不大，主动提价积极性较高。 资源方面，全省大部分钢厂维持前期生产状态，个别钢厂线卷产量小幅增长，​​工厂库存小幅积累。 库存情况。 受节前疫情防控影响，车辆运输受限，资源流入山西困难重重。 Secondly, the production of steel plants in the province was abnormal, and the overall arrival volume was limited. After the holiday, the inventory was around 190,000 tons, which was higher than before the holiday. The increase is about 20,000 tons, and the peak inventory is expected to be delayed by two weeks compared with previous years. On the whole, steel mills are actively pushing up prices during the festival, and the pressure on factory and social warehouses is small. Secondly, the market's winter reserves of Shanxi resources are basically at steel mills. Although there is pressure on arrival in the later period, the market price increase sentiment is still there in the near future. It is expected that during the festival Afterwards, Zhengzhou construction steel prices may be on the strong side.

North China: (The inventory during the Spring Festival is less than in previous years, and prices passively rise after the holiday)

北京

Before the holiday, Hegang's large thread quotation in the Beijing market was around 4,750 yuan/ton. After the holiday, traders may open the market one after another after the seventh day of the lunar month. Resources such as Linggang, Chenggang, and Jingye (Wugang) are acceptable for shipments to Beijing. Xilin and Haixin have newly arrived goods. Xinda only arrives sporadically. Overall, goods are mainly shipped by fire. The inventory of Beijing construction steel market An increase of 143,900 tons compared with that before the holiday, but still lower than the level of the same period last year. What is different from previous years is that part of the inventory is self-storage resources from external steel mills, and traders mainly settle later when they have more inventory resources. It is expected that market prices will rise slightly after the holiday.

天津

The Tianjin construction steel market is closed. Only some warehouses in the market have personnel on duty. Most warehouses will officially start work after the seventh day of the Lunar New Year, and some traders will also start to make quotations. During the festival, a small amount of steel mill resources arrived, and the construction steel inventory in the Tianjin market only increased by 18,600 tons compared with before the festival. Considering that Tianjin is affected by public health events, the start of project construction after the holidays is expected to have some impact. It is expected that there is a high probability that market prices will rise slightly after the holiday.

河北

Shijiazhuang: As of today after the holiday, the market has not yet opened, and some merchants are preparing to open on the eighth or tenth day of the Lunar New Year. Before the holiday, the quotation of local building materials in Shijiazhuang was 4,740 yuan/ton for large threads and 4,940 yuan/ton for snails. There were basically no quotations during the festival. In terms of inventory: local building materials arrived generally during the holidays, but due to stagnant shipments, inventory still increased to a certain extent. The current inventory is about 120,000 tons. In addition, today's guidance price of leading local steel mills is 50 yuan/ton higher than before the holiday, and merchants have a strong bullish attitude. Taken together, it is expected that the market opening price will rise significantly after the holiday.

Tangshan: At present, there are few quotations in Tangshan's building materials market, with only individual merchants quoting, and most of them are still on holiday. Today's market quotations for large threads are 4,880 yuan/ton, up 80 yuan/ton from before the holiday, and for snails, they are quoted at 5,010 yuan/ton, which is higher than before the holiday. The price rose by 100 yuan/ton before the holiday, and the overall price was in a state of no transaction. At present, the operating rate of construction steel in local steel mills is low, and the supply side is almost 0. The market arrival situation is poor during the holidays. However, downstream operations have not started normally. The local market is in a situation of weak supply and demand, with prices and no market. Overall, in the later period, The continued downturn on the supply side may provide strong support for prices.

Handan: As of today after the holiday, the market has not yet opened. Only some merchants are preparing to go to work on the seventh and eighth day of the lunar month, and most are open for business on the tenth day of the lunar month. Before the holiday, the quotation of local building materials in Handan was 4,790 yuan/ton for large threads and 4,960 yuan/ton for snails. Judging from the mentality of individual merchants, the post-holiday market is still bullish; in terms of inventory: local building materials arrive generally during the holidays, most steel mills are still limiting production, and even some steel mills still have new blast furnaces that are stuffy on the sixth and seventh day of the lunar month. Furnace condition. Judging from the current mentality of merchants, there is not a strong desire for a sharp rise in a single day after the holiday, but a tentative increase in quotations of 30-50 yuan/ton.

内蒙古

During the Spring Festival, the price of construction steel in the Baotou market remained at the pre-holiday level. Baotou Steel's large rebar is 4,700 yuan/ton, and the coiled snail is 4,750 yuan/ton. The ex-factory price of Yaxin is 4,770 yuan/ton, and the price of the coiled snail is 4,730 yuan/ton. Traders quote The price increase is 100 yuan/ton. The market is closed during the holiday, and traders begin to return to the market one after another on the eighth day of the lunar month. It is expected that prices will continue to rise. In terms of steel mills, during the holiday period, major steel mills in the region such as Baotou Steel, Yaxin, and Da'an maintained their pre-holiday production status, and there was no significant change in output. Except for Baotou Steel and Desheng rebar, which suspended production for maintenance, other steel mills maintained normal production schedules during the holiday. During this period, the in-plant inventory of steel mills increased significantly, mainly due to the suspension of resource outsourcing. The current in-plant inventory of sample steel mills in the region totals about 500,000 tons. In terms of market inventory, the arrival of goods in the market before the holiday is average. The current inventory is about 190,000 tons, an increase of about 10,000 tons compared with before the holiday. At present, merchants have not returned to the market, and steel mills and traders have not started to quote prices. Although the market quotation before the holiday has increased by about 400 yuan/ton compared with the winter storage cost, steel mills have collectively raised prices before the holiday, and local merchants are expected to open the market after the holiday. Quotes may continue to rise.

山西

During the festival, the price of construction steel in Taiyuan market increased slightly compared with the pre-holiday period, but the market is still at a stagnation. The current price of Shougang Changzhi thread HRB400EФ18-22mm is 4760 yuan/ton, and the price of pan screw HRB400EФ8-10mm is 4930 yuan/ton; other steel mills The price of thread HRB400EФ18-22mm is 4650-4680 yuan/ton, and the price of plate screw HRB400EФ8-10mm is 4790-4850 yuan/ton. In terms of market inventory, the current inventory of building materials in Changzhi area is 74,600 tons, an increase of 22,600 tons from before the holiday, and the inventory of building materials in Jincheng area is 31,000 tons, an increase of 9,700 tons from before the holiday. In terms of steel mills, the physical inventory of all steel types in Shanxi's steel mill sample database this week was 1.6257 million, of which the total physical inventory in construction steel plants was about 1.307 million tons, an increase of 422,000 tons compared with the previous period. Inventories at steel mills continue to rise after the holidays. During the holidays, logistics gradually stops and transportation is blocked, so the inventory is in a normal accumulation state. As of today, the daily blast furnace capacity utilization rate of the 14 steel mills in the sample database is 77%, a decrease of 8.2% from the previous period; the daily capacity utilization rate of rolled products is 60.4%, a decrease of 10.1% from the previous period. Domestic steel plants that had maintenance plans years ago have already started to implement them. Especially in the Linfen area, the main reason is environmental impact, and the production reduction rate is about 30%. The annual maintenance plans of steel plants in other regions are mostly around February 10, and they are currently in normal production.

Northeastern Region: (The inventory increase is lower than the same period in previous years, and prices passively follow up after the holiday)

辽宁

Shenyang: During the festival, the price of construction steel in the Shenyang market basically remained at the pre-holiday level. HRB400E rebar Ф22mm was quoted at 4,750 yuan/ton by Xinfu Steel and Linggang, and HRB400E rebar Ф8mm was quoted at 4,960 yuan/ton by Xinfu Steel and Linggang. Due to the Spring Festival, During this period, most construction projects were suspended, market merchants left the market, and the market was basically in a state of price and no market. In terms of steel mills, short-process steel mills are in a state of suspension during the holidays. Long-process steel mills have slightly increased their output due to the lifting of production control by some steel mills. Steel mill shipments are basically normal and inventory has increased slightly compared with before the holiday. In terms of market inventory, affected by the normal shipment of steel mills during the holiday, market inventory passively increased. According to statistics, the Shenyang market sample warehouse construction steel inventory was 530,600 tons, an increase of 175,900 tons from the week before the holiday, and an increase of 239,800 tons from the first week after the holiday last year. Among them, the rebar inventory is 385,800 tons, an increase of 119,000 tons from the week before the holiday, and an increase of 178,000 tons from the first week after the holiday last year. The coil stock is 144,800 tons, an increase of 56,900 tons from the week before the holiday, and an increase of 61,800 tons from the first week after the holiday last year. 。 Taken together, the current supply of construction steel in the Shenyang market is steadily increasing, the market accumulation progress is accelerating year-on-year, and the demand is expected to weaken, the market mentality is relatively weak. However, due to the good current order status and relatively strong willingness to push prices up, steel mills are expected to After the holiday, market prices may rise passively driven by steel mills.

Dalian: During the Spring Festival, the price of construction steel in the Dalian market is basically the same as the pre-holiday price. Among them, the price of Xinfu Steel, Beitai, and Jilin Jingang thread HRB400EФ22mm is 4670-4690 yuan/ton, and the price of Xinfu Steel and Beitai pan screw HRB400EФ8mm is 4890-4900 yuan/ton. 元/吨。 In terms of steel mill output, the leading steel mills in the region maintained normal production during the holidays, with little change compared with before the holiday, and the inventory pressure in the factory was acceptable. In terms of the market, most merchants said that the market is still not open, and there is generally no demand and no transaction. In terms of social warehouses, the current thread inventory is approximately 56,600 tons, an increase of 5,600 tons compared with that before the holiday, and the coiling wire inventory is approximately 24,100 tons, an increase of 2,700 tons compared with that before the holiday. This year's market spot stock is still mostly self-stored by steel mills and has strong bargaining power. Considering their active willingness to push prices up, it is expected that market prices will passively follow the rise after the market opens.

吉林

During the Spring Festival, the Changchun building materials market was at a standstill due to no transactions, and prices remained unchanged from before the holiday. The closing price of Xigang thread HRB400E 22mm a year ago was 4,730 yuan/ton, Xigang pan screw was quoted at 4,900 yuan/ton, and Xinda and Jilin Steel were quoted at 4,730 yuan/ton. Pan screw HRB400E 8-10mm is quoted at 4870 yuan/ton. The changing data is mainly reflected in the inventory. According to statistics, Changchun threaded 105,000 tons, an increase of 33,000 tons compared with before the festival, and coiled 34,000 tons, an increase of 2,500 tons compared with before the festival. The overall arrival rhythm is slower than the same period in previous years. Most merchants return to the market from the eighth to the tenth day of the lunar month, which is not much different from previous years. As for the post-holiday price trend, due to the large increase in steel mills' guidance prices in the last three days before the holiday, traders' agreement costs are passively pushed up, so it is more likely to increase the quotation after the holiday.

黑龙江

During the festival, the price of construction steel in the Harbin market basically remained at the pre-holiday level. Among them, the price of HRB400EФ22mm thread in Xilin, Tongshan Iron and Steel and Jilin Jinggang was 4730-4750 yuan/ton, and the price of HRB400EФ8mm in Xilin and Jilin Xinda Panluo was 4910 yuan/ton. In terms of steel mills, the output of the leading steel mills Xilin and Jianlong during the holiday period did not change much compared with before the holiday. The thread inventories in the mills were both within 20,000 tons, and the inventory pressure of the steel mills was acceptable. In terms of market inventory, the current thread inventory is about 156,000 tons, an increase of 35,000 tons compared with the pre-holiday period, and a year-on-year decrease of 65,000 tons. The coil stock is about 5,000 tons, an increase of 2,000 tons compared with the pre-holiday period, and a year-on-year decrease of 1,000 tons. Due to traders' winter storage and The overall reduction in self-storage of steel mills, post-holiday market inventory is at a low level in the past three years, slightly higher than in 2019; from the perspective of market inventory structure, unsettled resources account for more than 80%, and steel mills' guidance prices determine In order to reduce the settlement costs of traders, considering that the leading steel mills have raised the spot price of rebar by a total of 120 yuan/ton in the last two days before the holiday, it is expected that market quotations may follow suit after the holiday.

Northwest Region: (prices remain stable during the holidays, but become stronger after the holidays)

陕西

Xi'an: Xi'an's construction steel market is closed during the Spring Festival, and there is no quotation for sales. In terms of steel mills, the blast furnaces of the province's leading steel mills are operating normally, and the rolling lines are in unsaturated production. The average daily output of building materials is less than 30,000 tons, and the current inventory in the factory is about 300,000 tons; the electric furnace steel mills will continue to suspend production and are expected to resume production on February 10. , there is about 26,000 unsold inventory during the festival. In terms of inventory, during the holiday period, the market arrivals were mainly from Longgang Steel and Jianlong, with a daily arrival volume of about 15,000. The current spot inventory in the Xi'an market is around 520,000 tons, an increase of 120,000 tons compared with before the holiday. For the post-holiday market, due to Xi'an being closed for a month due to the epidemic, most winter storage resources were concentrated in large market players. Market distribution and sub-terminals had less winter storage due to the epidemic or financial impact. Steel mills were willing to raise prices, and market merchants had a strong reluctance to sell. , it is expected that when the market opens after the holiday, the construction steel prices in Xi'an market will fluctuate and run strongly.

新疆

During the Spring Festival, the construction steel market in Urumqi was closed, and there were no transactions in the market. According to feedback from market merchants, during the holidays, except for a few merchants who went to work to accept the delivery of winter storage resources from steel plants, other merchants were basically on vacation, and the overall market performance was relatively deserted. In terms of steel mills, the production of major steel mills in Xinjiang during the holiday period was basically the same as before the holiday. The Bazhou and Yigang bases of Bayi Steel, Kunyu and Minxin were still completely suspended. The average daily total construction steel output of other steel mills in production was about 11,000 tons. In terms of social inventory, Bayi Steel, Kunlun and Daan Steel Plants delivered some winter storage resources during the holiday. According to mysteel sample warehouse statistics, the current Urumqi construction steel inventory is about 162,800 tons, an increase of about 12,000 tons compared with before the holiday. This is a decrease of approximately 48,400 tons compared with the first week after the Spring Festival in 2021. Regarding the short-term market conditions after the holiday, due to the late start of terminal demand in Urumqi, market merchants are mostly holding a wait-and-see attitude, while steel mills have shown obvious willingness to raise prices. It is expected that Urumqi construction steel prices will mainly consolidate and strengthen after the holiday. 。

甘肃

Lanzhou: The market is closed during the holidays, and there are no quotes yet. In terms of steel mills, the production situation of steel companies in the province has basically remained consistent with that before the holiday. Inventories in the factory have increased slightly, and some resources have been put into the market. In terms of market, the market is currently closed, there are few inquiry users, and merchants have not quoted sales for the time being. The social warehouse has increased significantly compared with before the holiday, with an increase of about 50,000 tons, and the overall social warehouse is about 180,000 tons. In terms of mentality, merchants are generally optimistic about the market opening and believe that prices will move up as a whole, thereby stimulating market user enthusiasm. Generally speaking, the market is still closed at present, and only a few large businesses will operate normally tomorrow. Most businesses plan to resume operations on the tenth day of the Lunar New Year or after the Lantern Festival. It is expected that Lanzhou building materials prices will mainly fluctuate tomorrow.

宁夏

Yinchuan: During the Spring Festival, the Yinchuan construction steel market was closed for holidays, and there were basically no transactions in the market. From the perspective of resources, steel mill resources still arrived during the Spring Festival, and market inventory continued to increase. According to incomplete statistics, the current inventory of construction steel in the Yinchuan market is about 73,000 tons, an increase of about 10,000 tons compared with before the holiday. In terms of steel mills, production at local steel mills is basically normal during the holidays, with no significant changes compared with before the holidays. From a price point of view, due to the limited arrival of resources overall, merchants are reluctant to sell, and the price has increased by 50-80 yuan/ton compared with before the holiday. Taken together, it is expected that when the market opens after the holiday, the price of construction steel in the Yinchuan market will be stable and trend upward.

青海

Xining: During the holidays, the Xining building materials market is basically closed, and there are no quotations for sales. In terms of steel mills, the production situation of steel companies in the province has not changed much from that before the holiday. Production is mainly based on single specifications, and factory resources have been moved forward to a small extent. In terms of market, according to feedback from merchants, steel mills arrived during the holidays, and the inventory increased by about 10,000 tons compared with before the holiday, and the overall inventory was about 90,000 tons. In terms of mentality, steel mills and merchants mostly hold a bullish attitude towards the post-holiday market opening, believing that the overall price will rise by no less than 50 yuan/ton.综合而言，预计明日开市西宁建材价格将震荡偏强运行。

西藏

拉萨：截至到目前为止市场依旧处于春节休市的状态，市场无成交，商户未上班。据悉春节期间仅部分员工值班，同样无成交。主导钢厂及主流钢厂均已恢复生产，但暂未有大量新增投放。截至至今藏区市场（格拉段）建材社库总量仅8万吨左右，主导价格与年前保持一致，一线4920元/吨，国标厂4820-4830元/吨。由于本地市场情况较为特殊，商户开市较晚，需求启动时间较晚，预计在正月十五之前，多数商户依旧处于闭门休市的状态，市场未有变动。

总结：春节期间市场处于休市状态，多数反馈正月初十左右陆续恢复正常。基本面来看，今年春节期间供应及库存均处于近三年低位水平，短期库存仍将继续累积，同时供应也将逐渐恢复，2月中旬之前仍将处于供需双弱格局当中。但从库存结构中来看，今年钢厂自储比例较往年相比略有提升，对于节后价格有较大话语权，同时商家心态整体偏乐观，节后价格将出现短暂的“无量空涨”，后期消费恢复的时间及强度将决定今年冬储后继上行的高度。