The merchants are cautiously optimistic and continue Increase

The merchants are cautiously optimistic and continue Increase

的 The risks of copper belt resource prices fluctuating are increasing. The transaction is not satisfactory, but the spot resources in the medium and heavy plate market are relatively tight and the sales pressure is not great. This is an objective law. Customers who want to buy may not be able to meet it.'s opening price in Dabaishu: 20mm ordinary plate quoted at 4,940 yuan / ton, unchanged from last Friday;

20mm low-alloy plate quoted at 5,090 yuan / ton, unchanged; quoted price for 20mm container plate produced by Xinyu 5500 yuan / ton, unchanged; the 20mm boiler plate produced by Xinyu is priced at 5,350 yuan / ton, which is flat. For example, 75% -80% of steel in the United States is produced from scrap steel., Ltd. There are not many small-scale resources on the Internet, and many companies have a 'out of file' phenomenon.

The merchants are cautiously optimistic and continue Increase the price, the market after the holiday may continue to climb. At this time, a customer came, and he asked the salespersons here whether there were secondary steels oslash; 14mm. Due to the large amount of investment attracted by the surge in iron ore prices in recent years, a large amount of production capacity will be formed within several years, and the relationship between supply and demand of iron ore may reverse in advance. When there is a surge, there must be a crash. Iron elements in iron ore can be recycled. The salesperson said that some trading companies today have slightly increased their quotes for medium and heavy plates, with a range of 10-20 yuan / ton, general aluminum clad copper tube suppliers plate quoted at 4,960 yuan / ton, and low alloy plate quoted at 5,100 / yuan ton; for thick specifications, like the first line The 40mm ordinary plate is quoted at 5160 yuan / ton, and the low alloy plate is quoted at about 5300 yuan / ton.

Therefore, it is inevitable that prices will plummet after a severe oversupply in the future. The era of high growth of China's copper belt industry has ended. With the increase in the amount of steel scrap precipitation year by year, the demand for iron ore will gradually decrease after maintaining a stable period. And iron ore is different from petroleum and coal. The salesperson said that there was basically no change in the rebar quotation last week, and the sales were average and not particularly good..Shanghai Shunma Industrial Co. Now there are not many resources, and some specifications are out of stock

We still recommend standard configuration for the industry

pure copper strip

Overall, the steel consumption manufacturing industry has had a good start in the new year, and the trend of recovery is obvious..' In the recent continuous decline, The industry index that has been underperforming has not been able to run out pure copper strip of significant excess returns.In January and February of this year,

China's two major purchasing managers' indexes (PMIs) were both above the 50-dry line, and the order was in good condition. Of course, in the peak season when the short-term fundamentals have improved more than a certain period of time, we do not need to be too bearish on industry indexes that have underperformed other cyclical stocks.

We still recommend standard configuration for the industry as a whole, and we recommend that we continue to pay attention to both offensive and defensive products, such as Fangda Carbon with greater flexibility, emerging cast pipes with relative performance guarantee, and Hebei Iron and Steel with a lower market value per ton of steel. 'Fast-growing crude steel production and high inventory are still the main sticking points that affect the market trend, and the recovery of demand remains to be seen. Whether it is overcapacity in the medium term or short-term price declines, rising inventories make the industry not even have an industry comparative advantage in the choice of defensive varieties.4% year-on-year, 43% faster than the same period last year; metal cutting machine tools increased by 5%, 17% faster; automotive growth was 12. Only the growth rate of ship production has fallen sharply.

The low point before the rebound may also be the low point in March and April. Regarding the trend of the steel market in the later period, analysts said that it is difficult to be optimistic. However, under the situation of heavy inventory pressure in the copper belt market in various regions and the record-breaking output of steel mills, it is difficult to form a continuous rally after the price rebound, and the subsequent market may still be repeated