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Personal opinion, the probability of consolidation is high.
1. In order to support the post-disaster reconstruction work in the disaster area, 9 provinces and cities including Hebei, Jiangsu, and Shandong issued notices, requiring relevant enterprises in the jurisdiction to stabilize the raw materials required for the production of disaster relief transitional resettlement housing at the pre-disaster level, which will inevitably affect building materials;
2. With the approach of the Olympic Games, the suspension of some projects, the market demand is bound to decrease, and the decline of the North China market is bound to affect the whole country;
3. Since the current thread has been at a new high in history, the optimistic attitude of some businesses has begun to become cautious, and some dealers frankly admit that they are more and more afraid; In addition, the May to July of each year is a more sensitive time period, and the overall 2004-2007 will have an inflection point in this time period, thus forming a psychological shadow and a cautious attitude;
4. Now in June, the rainy season in southern cities is approaching, when the market demand weakens, coupled with the increase in rusty resources of merchants, eager to ship, it is bound to drive the decline of the market;
5. The expected changes in the resources of the northern steel mills, the market resources will gradually increase in the later stage, which will inevitably lead to the change of the mentality of the current market merchants, and then cause the emergence of some low-cost resources;
6. The market has risen and fallen repeatedly, and has never broken through the height of the previous stage, and the terminal is relatively hesitant to be the current one, resulting in the current market transaction being relatively greatly affected.
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Rise, this year's iron ore ** has risen a lot, and India has also levied on exports.
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Domestic steel continues to be driven by demand on the one hand, and by imported iron ore on the other hand, and at the same time, it is also affected by the recovery of the international market and the general impact of bulk commodities.
1. From the perspective of supply, the entire Chinese steel market actually has certain supply problems, with the national carbon peak and carbon neutrality goals proposed, in fact, all parts of the country are carrying out a comprehensive rectification of environmental protection. The requirements of environmental protection and the final result of continuous improvement have actually driven the entire China's steel production to enter an era of comprehensive environmental protection, which is facing huge pressure on steel enterprises.
2. From the international macro point of view, the current international demand for steel has actually increased significantly, because under the influence of the global epidemic, many countries in the world can actually not ensure the large-scale production of the steel industry like China, and many industries are in a state of production stagnation, so in this case, the lack of international supply has also become a high probability event.
Reports on the steel industry
According to the China Economic Times, "It's crazy! Tangshan billet ** continued to rise sharply, April 2 a day **140 yuan, the highest ** has broken through the 5,000 yuan mark, and hit a record high, there is a strange phenomenon of billet prices and steel prices upside down. Surprisingly, due to the strong market demand and the very tight resources, a number of strip processing enterprises have been forced to stop production.
According to the monitoring data of Lange Steel Cloud Business Platform, Tangshan billet ** has set a new record since the international financial crisis, hitting a 13-year record high. After the Spring Festival, the billet rose sharply, with a total of about 1,100 yuan, an astonishing increase. Affected by billets, on April 2, a number of steel processing enterprises raised the steel ex-factory level, basically between 20-150 yuan.
According to the latest social inventory data of Lange Steel Network, the social inventory of steel continues to maintain a downward trend, and there has been a "four consecutive declines", and the cumulative decline has reached.
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Many people are actually wondering about a question, whether Australia can use iron ore to sanction China, this question, after today's steel ****, is it more concerned by many people, so is this really the case? In fact, it's not that simple.
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Steel has once again ushered in the **on**, and it has always been**, and now there is still no downward or slowing trend. In fact, the first steel is mainly related to the world's economic situation. Moreover, China's construction industry has been expanding in recent years, and the demand for steel has been increasing, which has also led to the gradual development of steel.
Steel has always been an indispensable material for China's industry and construction, so people are very concerned about whether steel will continue.
Steel is also indispensable in people's lives, and nowadays, many people need steel in their lives, such as the tableware or kettle we usually use, as well as some furniture products are inseparable from steel. Therefore, the steel is also inseparable from people's lives, and the steel is bound to cause other items, causing a large number of reactions.
First, steel **** is mainly related to the world economy
The main reason for steel is related to the world economy. The world is now economic integration, so as long as the world's economy changes, then the first steel will also change, after all, steel is a necessity in many aspects. With the emergence of the last world economic crisis, inflation has always been relatively strong, so it is not surprising that steel **.
Second, steel **** is also related to demand
The ** of steel is also related to people's needs. Steel is a very strong and durable material, so steel **** must be in increasing demand. The demand for steel will definitely be greater and greater in the future, as an emerging building material, steel is currently widely used in steel structure buildings, so that the demand for steel has increased greatly.
Third, the visual inspection of steel **** will continue
The steel has been going on for a while, but for now, it will continue for a while, because the current is still within an acceptable range. And the steel is also along with many other steel products.
Steel **** is mainly related to the world economy and people's demand, so it will always be.
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Steel ****, first of all, the economic recovery in 2021, resulting in an increase in demand, short supply, the second is because steel is a raw material for many products closely related to steel, and it grows accordingly, and the third iron ore **constantly**, the most important thing is the intervention of a large amount of capital, resulting in steel **has been**!
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The main reason is that the global economic recovery has stimulated the demand of the domestic steel market, coupled with vigorous exports, so the steel has risen very sharply, sometimes five or six times a day, and the steel raw materials have also risen vigorously, so the price of steel has risen.
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**The most important influencing factors are two major points: first, demand is gradually recovering, and small and medium-sized businesses do not stock up during the Spring Festival, resulting in a concentrated release of demand and centralized procurement in the short term; Second, in order to ensure that the air quality in North China met the standard in late March, the Ministry of Environmental Protection adopted stricter environmental inspections, resulting in some steel companies limiting or even suspending production. The first influencing factor is the author in the pre-holiday anticipation, this winter inventory of small and medium-sized businessmen is very few, the goods are basically concentrated in the hands of large steel mills and small and medium-sized steel mills, small steel mills due to sales difficulties, this winter production reduction or even shutdown phenomenon is more common, so that the market this year after the holiday spot inventory pressure is not large, the middle of the reversing business, send the terminal of the business due to the lack of goods in the hand, in the construction site, after the start of the project, began to purchase from a first-class business, steel mill procurement gradually driven by the first-class business, in the first After showing the first signs, an atmosphere of grabbing goods was formed, which gradually accelerated the speed of the first place.
The impact of the second influencing factor slightly exceeded the author's expectations, but I didn't expect the impact to be so big. There is an expectation that the new environmental protection law will be implemented in the market, but the State Council's tough statement on pollution control at the two sessions is beyond market expectations, especially in late March, because the International Olympic Bidding Committee will come to Beijing and Zhangjiakou to inspect the preparations for the 2022 Winter Olympics, the environmental protection department will strictly inspect at this node, stationed in Chengde, Zhangjiakou, Tangshan and other major areas to check the sewage discharge of steel mills, which directly ignited the sentiment of the market, resulting in a continuous sharp increase in steel prices across the country, especially in North China.
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Hoarding, which is the hoarding caused by uncertainty after the year, because of supply and demand, so the current hoarding behavior is not a big deal.
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One is raw materials, such as iron ore. Second, due to the improvement of the epidemic in China and the acceleration of economic recovery, all major industries have started construction, coupled with the reduction of inventories, etc., and the demand for steel has been led to.
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Summary. Hello! We're happy to answer for you!
It will still be ** in the near future.
In recent days, rebar, hot coil** and spot**sharply**. The reasons for the steel **** are as follows: the lack of downstream stocks in April, resulting in centralized procurement during the holiday and the following days; Overseas consumption continues to be strong, and export buying is strong; The macro environment and policy expectations lead to speculative demand entering the market; The expectation of domestic production pressure continues to strengthen; Real estate sales are booming; The cost of raw materials is pushing up.
Although the price of steel is large, the current domestic steel is still low in the world.
In addition, the market is still expected to increase the price of black varieties, first of all, from a fundamental point of view, the demand side has not weakened for the time being.
Steel has risen or fallen recently.
Hello! We're happy to answer for you!
It will still be ** in the near future.
In recent days, rebar, hot coil** and spot**sharply**. The reasons for the steel **** are as follows: the lack of downstream stocks in April, resulting in centralized procurement during the holiday and the following days; Overseas consumption continues to be strong, and export buying is strong; The macro environment and policy expectations lead to speculative demand entering the market; The expectation of domestic production pressure continues to strengthen; Real estate sales are booming; The cost of raw materials is pushing up.
Although the price of steel is large, the current domestic steel is still low in the world.
In addition, the market is still expected to increase the price of black varieties, first of all, from a fundamental point of view, the demand side has not weakened for the time being.
Is there a possibility of a fall?
It is unlikely that it will fall in the last week.
Estimate when it will fall.
It is also estimated that the second half of the year will not be obvious**.
Demand has increased dramatically, and supply is insufficient.
What can go up at the highest level**.
Around 6500.
Like when we bid for the project, the steel bar was 3,500 yuan, and now it is 6,500 yuan, what should I do.
Only in the bidding stage, this price will definitely not be willing to accept the bid.
If a contract has been signed with the bidder, it mainly depends on how the contract or agreement is agreed. If there is a ** adjustment agreement, the cost shall be calculated according to the agreement.
Will the state come up with a new policy on the rise of steel waterfall?
It should be. When will the policy come out?
This will have to be half a year at the earliest.
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Now steel**, why has it been rising, will it rise again?
Good morning!This year, the global steel market has rebounded sharply, raw materials are uncertain, monetary policy and other factors, iron ore, scrap and other steel raw materials have a short-term supply and demand mismatch, so steel continues to be used. This kind of ** will not always be like this, and it will not go up the hill after reaching a degree of the market.
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Summary. Is the steel going up or down Hello, dear.
On August 3, the domestic steel market was the mainstay, and the ex-factory tax of Tangshan Qian'anpu billet resources was stable at 3,760 yuan tons. In terms of transactions, the snail turned green at the end of the session, and some high-level resources fell after rising, and the low-level transactions in the market were acceptable, and the trading atmosphere was average.
The steel futures rose and fell, and the steel price was weak.
On the 3rd, the ** price of the main contract of the snail fell at 4063, DIF and DEA were on both directions, and the RSI three-line indicator was located at 80-94, running between the middle and upper bands of the Bollinger band.
The steel futures rose and fell, and the steel price was weak.
On the 3rd, two steel mills raised the ex-factory price of construction steel by 10-30 yuan.
Whether the steel is rising or falling.
Steel is up or down Hello, pro August 3, the domestic steel market is the main, Tangshan Qian'an Pu billet resources ex-factory tax stable 3760 yuan ton. In terms of transactions, the snail turned green at the end of the session, and some high-level resources fell after rising, and the low-level transactions in the market were acceptable, and the trading atmosphere was average. The steel futures rose and fell, the steel price was weak for 3 days, the main contract price of the snail fell at 4063, DIF and DEA were both two-way, and the RSI three-line indicator was located at 80-94, running between the middle rail and the upper rail of the Bollinger Huai Cong Regret Belt.
On the 3rd, 2 steel mills raised the ex-factory price of construction steel by 10-30 yuan.
On the whole, this week, the steel market supply and demand fundamentals preference trend continues, Lingwang inventory is expected to continue to decline, but the situation at home and abroad is complex, the market is optimistic and still cautious.
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