According to relevant analysts of Zhuo Chuang Information, from the perspective of supply, on May 10, the profit of long-process steelmaking per ton of steel was more than 1,500 yuan per ton, the steel plant had few maintenance, and the output maintained a high growth state; while from the demand side In view of the fact that speculative demand is active, the current price is high, the construction cost of downstream construction sites has increased significantly, a small number of construction sites have stopped work, the market payment cycle has been prolonged, and the downstream can take goods on demand.
According to relevant analysts of Zhuo Chuang Information, the policy has a greater impact on the market. The new iron and steel capacity replacement plan has been introduced. The market has strong expectations of a reduction in supply. The ore aspect is driven by the policy, and the raw material has a greater impact on the finished product. Big drive.
Rising iron ore prices also pushed up steel prices. According to the monitoring data of the Lange Steel Cloud Business Platform, the prices of iron ore and scrap have risen sharply this week. On May 14, the price of 61.5%PB Australian fines in Rizhao Port was 1,570 yuan per ton, an increase of 170 yuan per ton from last week ; Tangshan>6mm heavy waste price is 3850 yuan per ton, an increase of 430 yuan per ton from last week; the sixth round of increase in coke prices has landed.
Zhuo Chuang Information analysts said that from the perspective of market mentality, the current market is both fearful of highs and positively bullish expectations for the market outlook. Under the influence of inflation expectations in the overall macro environment, the construction steel market is actively pulling up.
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