Staggers along, the steel city has finally rushed in May, but obvious is demand off season in June, also could not give steel city any decisive advantage to be good.
Iron ore quantity growth
Rises again in pairs at our country steel products import and export, our country iron ore quantity at the same time is also rising again.
Since long ago, our country harbor iron ore all is at the high stock condition.Up to June 4, the Chinese harbor iron ore stock (coastal 25 ports) are 96,620,000 tons, although on a data current period end of the period reduces 620,000 tons, surrounds the ratio to drop 0.64%.But introduced according to the harbor many large-scale iron ore foreign trader, at present keeps in stock the small scale reduction, is not the downstream demand return to warmer weather, but is the steel mill is making up the stock, our country iron ore stock with difficulty largely reduces radically.
According to the customs statistics, is in this kind of awkward region in our country iron ore market time, our country's iron ore import volume largely is rising again.The data display, in May, 2012 our country imports the iron ore 63,840,000 tons, compares in April to grow 6,150,000 tons, the same ratio grows 19.77%, once again above re-entry 60,000,000 tons.From January accumulates to May the import iron ore 308,220,000 tons, the same ratio grows 9%.The billet aspect, in May our country imported the billet still 30,000 tons, from January accumulated to May the import billet 160,000 tons, the same ratio reduced 35.2%, the billet exportation is a zero.
Produces can expand unceasingly
Regardless of is the iron and steel enterprise or the foreign traders all indicated, stays at a high level the steel and iron produces can give the steel valence band to come the serious pressure as before.At present, the steel and iron profession faces not merely is produces can the surplus question, but also has the malignant expansion which the unceasing production increase, expands produces.
The steel price started which from last year fell, makes many iron and steel enterprises to start to restrict production or to overhaul the blast furnace to come to be supposed to, finally lets the this year first quarter the steel price have the rise trend.The steel price return to warmer weather starts to cause the steel mill to expand rapidly produces, for just upward steel price blow to the head.Regarding this, Nanjing Steel and iron Group Limited company Chairman the Yang amoy stated that, the present actual situation is, so long as in the steel products price (rises), part of enterprises started to have the edge effect, although definitely lost money, but it started to increase production as before, goes all out to increase production.
The steel products output continually growth, still is the steel city top-quality hidden danger.The Guangdong Zhanjiang and the Guangxi Fangchenggang steel and iron project attained approves, has initiated the market to worrying which new turn produced can expand.
Statistics cooperates which according to the steel, the entire annual production can achieve 7 hundred million tons levels.Under this premise, discussed rises sharply not realistically.In the current distribution realm, the long time horizontal plate does not have the benefit, the most minimum present 45 months, the current distribution realm is extremely difficult, the very many trade domain (business) already started to withdraw temporarily.The Yang amoy believed that, now must want to get rid of the difficult position, the country produces to the backward steel and iron can certainly have to take the powerful measure to carry on the limit.
Steel mill underproduction dynamics is insufficient
Recently a week carried on the adjustment to the ex-factory price the steel mill already extremely to be few, waits and sees the point of view to hasten again thickly.
According to ten-day period steel mills and so on fixed price sand steel, Hebei steel and iron, present product ex-factory price and current price on market basic impartial, since has punished at the same time in July, 2010 the low point.As the national steel city windvane Baoshan Steel Corporation, declined July steel products price to amount to above hundred Yuan, since this has been 2012, Baoshan Steel Corporation for the first time large scale decline monthly steel price policy.
The analyst pointed out, this decline basically during expectation, because before this the plate class steel price falls the scope to reach above 7%, the large decline actually guarantees action the order form.
Moreover, mixes the cards gradually along with the steel trade business, the market pressure gradually to the steel mill conduction, the steel mill overhaul plan ahead of time, the utilization of capacity will present the slow drop tendency.
Tangshan area Steel mill will originally plan at the end of June in July to the blast furnace overhaul ahead of time, will cause the blast furnace utilization of capacity largely to glide down for the first time after the year.But the present big steel mill basic did not have what overhaul plan, the blast furnace overhaul still to concentrate in the small steel mill.But this does not represent the big steel mill to have a profit.
The investigation and study discovered that, at present only has a part of privately operated steel mill ton steel to be able to realize the small several dozens profits, majority of is at the loss condition; After May, the national steel mill falls into the comprehensive loss condition.According to the present raw material price reckoning cost, privately operated steel business can maintain wins owes the balance, but if considered raw material stock the factor, 90% above steel mill all are at the loss condition.The steel mill billet production cost is 3652 Yuan/The ton, hangs upside down 100 Yuan with the market price/About ton.
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