The preliminary steel price falls again and again, although this week appears many advantages to be good, but looked like from the market concrete quotation, could stimulate the resilience immediately as if by no means, the part still by the weak trend shake, the small scale falls primarily.But the downstream demand and the terminal purchase, is formed the economical downward market certain pessimistic anticipated influence, the terminal purchase discrete manner has not appeared in the entity economy in front of the distinct improvement signal has a new look similarly with difficulty, after all policy conduction existence certain time lag.That, whether here meant the policy “shouted the empty talk”, the steel city still did not have hoped?
Key aspect 1: Steel mill purchase discrete adjustment, ore price basic impartial
This week, the domestic market ore price could continue by no means the last week to rise, basic impartial.Import ore small scale falls; Domestically produced ore small scale rise.
Industry in analyzes, off season approaching and the near future will have the underproduction movement slightly, will cause the steel mill to purchase the demand to the upstream also correspondingly to have certain adjustment, will lack the deal the support, the ore price rise continues with difficulty.
Key aspect 2: The society keeps in stock the small scale to drop
This week steel products society keeps in stock continues to drop, the range of fall is small.The policy area extremely signal and the short-term steel price range of fall becoming slower influence, the market point of view will tend to gradually steadily, the foreign trader will be comparing the power which the low end will continue to keep prices down on own initiative keeps in stock to fade in the insufficiency.
Key aspect 3: “As soon as the supplies and the demand stratification plane certain scope place shrinks one”
Looked from the newest output data that, the supplies already appeared certain scope contraction.On the one hand is the steel price causes the profit to glide down murkily urges the part profit bad steel mill lead underproduction to and loss balance neighbor; On the other hand is approaches the steel steel mill arrangement preventive maintenance result in the off season.
Industry in the analyst will indicate, although the present profit level had decided the profession universal underproduction possibility is not big, but in any event, the output will appear the drop to be advantageous to the supply and demand pattern improvement and the steel price restoration.
But in needs in the stratification plane, in May safeguards the room and the railroad capital construction identity appears the improvement compared to the speed-up, second half year will safeguard the room and railroad capital construction with steady steps advancement is advantageous in the safeguard current top digit demand can continue.Moreover, the macroscopic surface finance and in monetary policy mutual coordinate certain degree will promote the increase demand to speed up the release in the second half year, will lead the steel price later period to appear the rise hopefully.
Key aspect 4: The stock rise impetus time present value difference continues to rise, after anticipated the narrow shake touches the bottom the steel price rise
Although at present stock market performance lets in the human very difficult short-term see “the curative effect” perhaps “the prospect”, but, has is in the lead the function and the price discovered function stock contract price this week continues to rise, and leads the time present value difference to continue to rise.The overall evaluation, industry in the analyst believed that, builds the bottom stage slowly while the profession, the steel price continues to fall the risk not to be big, after anticipated continues the narrow shake the steel price to touch the bottom to appear the rise.
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