304 stainless steel with end demand period will appear periodically rebound - warmed up Tianjin stainless steel co. , LTD
by：Hongmei
2020-09-07
This year's price of 304 stainless steel belt, see down, little rising;
Because the excess of supply and demand?
Clearly not the main reason;
Because demand is weak fundamentals?
Stocks fell to lows in recent years shows that real demand or can be, is the raw material cost of super hollowed by falling steel prices?
Although have a certain reason, but it is not the main.
Analysts pointed out that steel production, sales and purchasing terminal operation idea transformation, and tension stress, is the deep reason of the bottom of the steel price is difficult to rise;
Has nothing to do with supply and demand, had an affair with participants mood changes.
recently imported ore price shocks, domestic ore also appears to rise, shandong, jiangsu and other places have even begun to agent rose slightly. But from the point of view of the current situation, import ore port stocks on the high side, and mining quantity discount behavior will continue to stimulate the arrival of the goods, while steel production as demand off-season is decline in May, the imported ore price rise is difficult, so by this repression, domestic ore is also difficult to rise, so do not to the individual's behavior may be mistaken for inversion of the signal. According to the survey, the domestic steel production or a small increase. It is worth noting that among them, the hot rolling of varieties of incremental relatively obvious. Analysts pointed out that the 304 stainless steel belt production has obvious growth, or related to its profit improvement.
since last year, China's steel market to subtle changes have taken place in the inventory situation; To the inventory cycle is more and more long, barely a drop in inventories sharply quickly; Steel in our country social inventory digestion, just like 'boiled frog', quietly step by step, slowly digest is terminal; Also go because of the inventory model, which has caused the market a feeling not the appearance of, even want to rise in price, also feel there is no focus; Instead of in a tepid market environment, unconsciously promote the long steel prices fall. Light at the end of the day, whether it is business inventory risk aversion, or terminal form of decentralized procurement, or 304 stainless steel with upstream production activities of maintain a positive, because want to face the same pressure, the money is tight, Have no money in hand, make the whole steel industry chain of each link needs to find ways to speed up the hands only cash flow velocity, and thus to bring the iron and steel industry chain in each circulation operation of thinking changed.
to sum up, in the second half of the government will continue to be the economic structural adjustment, to speed up the pace of comprehensively deepen reform, at the same time micro stimulus policies to stabilize the economy growth, but the directional control effect on steel demand is limited, especially in the real estate market is facing the depth adjustment. And such problems as shortage of funds, overcapacity exists for a long time, the steel industry in 2016 the overall is still in the adjustment, the second half of steel price volatility is expected to run, 304 stainless steel with end demand of warmer period there will be a rebound stage.
recently imported ore price shocks, domestic ore also appears to rise, shandong, jiangsu and other places have even begun to agent rose slightly. But from the point of view of the current situation, import ore port stocks on the high side, and mining quantity discount behavior will continue to stimulate the arrival of the goods, while steel production as demand off-season is decline in May, the imported ore price rise is difficult, so by this repression, domestic ore is also difficult to rise, so do not to the individual's behavior may be mistaken for inversion of the signal. According to the survey, the domestic steel production or a small increase. It is worth noting that among them, the hot rolling of varieties of incremental relatively obvious. Analysts pointed out that the 304 stainless steel belt production has obvious growth, or related to its profit improvement.
since last year, China's steel market to subtle changes have taken place in the inventory situation; To the inventory cycle is more and more long, barely a drop in inventories sharply quickly; Steel in our country social inventory digestion, just like 'boiled frog', quietly step by step, slowly digest is terminal; Also go because of the inventory model, which has caused the market a feeling not the appearance of, even want to rise in price, also feel there is no focus; Instead of in a tepid market environment, unconsciously promote the long steel prices fall. Light at the end of the day, whether it is business inventory risk aversion, or terminal form of decentralized procurement, or 304 stainless steel with upstream production activities of maintain a positive, because want to face the same pressure, the money is tight, Have no money in hand, make the whole steel industry chain of each link needs to find ways to speed up the hands only cash flow velocity, and thus to bring the iron and steel industry chain in each circulation operation of thinking changed.
to sum up, in the second half of the government will continue to be the economic structural adjustment, to speed up the pace of comprehensively deepen reform, at the same time micro stimulus policies to stabilize the economy growth, but the directional control effect on steel demand is limited, especially in the real estate market is facing the depth adjustment. And such problems as shortage of funds, overcapacity exists for a long time, the steel industry in 2016 the overall is still in the adjustment, the second half of steel price volatility is expected to run, 304 stainless steel with end demand of warmer period there will be a rebound stage.
