Upstream steel producers in the steel industry chain, related to iron ore, coke trade, downstream enterprises of the need to purchase steel production of certain products related to home appliances, real estate.
Upstream coke. June, China's coke production was 39,679,300 tons, an increase of 3.13%, an increase of 4.27%. 1-6 months of cumulative production of 224,223,000 tons, an increase of 6.40%. Foreign steel crude steel production led to China's coke export decline in January-June total exports of 580,000 tons, down 76.2 percent. Steel coke stocks higher, the mainstream in the 15 days. Around the steel production maintenance raw materials just need to decline further, reduce the purchase price of the coke. Steel coke procurement to reduce the price of 50-150 yuan / ton in July. Port coke inventory remained high. Tianjin Port inventory levels have risen from 1.3 million tons at the beginning of the year to 1.79 million tons, Rizhao Port and Lianyungang stock of 10-30 million tons.
The second quarter steel prices downward compression of the price of coke, coke mainstream fell 20-100 yuan / ton, and in June compared to the price of coke in January fell 110-250 yuan / ton. However, the scarcity of coking coal resources as well as three quarters of the international coking coal prices to the price of coke to provide support.
Downstream of the real estate situation. 1-6 months, the national real estate development investment of 3.061 trillion yuan year-on-year nominal growth of 16.6 percent, down 1.9 percentage points higher than the 1-5 month. 1-6 months, real estate sales of 399.64 million square meters, down 10.0 percent, a decline of more than 1-5 months narrowed by 2.4 percentage points. 20 days before the July 45 key tracking urban real estate total turnover of the area of ??16,396,000 square meters, up 63.5 percent, and average daily turnover of an area of ??820,000 square meters, higher than the 799,000 square meters in June, reflecting the seven month of real estate trading in the high period.
The future development trend of the real estate market need to see the level of local government and the central tai chi. The second half of the country will actively guide the private capital investment in basic industries. Wen Jiabao, Prime Minister chaired a State Council executive meeting on July 30, the requirements as soon as possible a number of guide private investment in the key projects in the railway, municipal, energy, telecommunications, finance, health, education and other fields to play the demonstration effect. Protection of housing construction in the second half is a bright spot. Finance Minister Xie in the deployment of the second half of the financial focus on the 26th, to implement and improve the structural tax policies, to accelerate and expand the pilot of the business tax reform levy VAT, to accelerate the construction of affordable housing, all kinds of shantytowns and rural renovation of dilapidated buildings. These will be the second half of steel prices play a strong support.
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