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Your current location :Home > News > December 11 Steel City Morning Reading crude data fight

December 11 Steel City Morning Reading crude data fight

Core Tip: Bureau of Statistics released data, November national average daily production of crude steel 2,029,300 tons, a decline of 3.34 percent, the highest since its lowest level this year. Fu Bao found CISA data and statistics to fight again, the official departure from the ideas and the actual situation again. "Chinas steel watch Hebei, Tangshan, Hebei Steel to see" who was once the pride of Tangshan Iron and Steel, and now has evolved into a "Chinese pollution look Hebei, Tangshan, Hebei pollution watch," it was embarrassing.
NBS News, November nationwide average daily production of 2,029,300 tons of crude steel, a decline of 3.34 percent, the highest since its lowest level this year. November 2013 crude steel output 60.88 million tons, an increase of 4.2%; 1-11 months, Chinas total crude steel production of 712.86 million tons, an increase of 7.8%. 2013 1-11 months, the national output of 650.5 million tons of pig iron, an increase of 5.9%. Among them, the November production of 52.9 million tons of pig iron nationwide, an increase of 0.6%. 2013 1-11 months, the national steel output 978.78 million tons, an increase of 11.5%. Among them, the November national steel output 90.32 million tons, an increase of 10%. .
Interpretation: You can see from the statistics, with the promulgation of air pollution control programs, as well as "the implementation of Beijing, Tianjin and surrounding areas of air pollution control action plan implementation details," antifouling pollution linked with a series of black yarn implementation measures, domestic crude steel, pig iron production have shown a significant decline in the formation of the positive outlook. Among them, the pig iron production in November year on year growth of only 0.6%, and more is a big state control of the intensity of the blast furnace. The above simple analysis I conducted in accordance with official thinking, and true thoughts below. Believes that every regulation to industry concentration, the data can always develop in line with expectations, it would be a Chinese characteristics. According to Fu Bao Hebei iron market research to understand the current Handan, Tangshan subway plant does shut down more, but there are some areas of the business to reflect the operating rate of decline in small ironworks is not obvious, but large-scale ironworks started by more serious impact. It seems that the local air pollution control countermeasure first move should be - backward God horses are clouds, as long as the index down the line, one a go off a small ironworks more Mana, directly related to a large, two months do not worry about it. In addition, with the Bureau of Statistics CISA appeared seemingly conflict, according to CISA estimates, probably in November average daily crude steel 2,122,300 tons, a difference of about 10 million tons.
According to sources, recently held air pollution Tangshan Iron and Steel and other five industries Action Conference, meeting proposed for the steel industry, the steel industry to complete all sintering machine desulfurization project end of this year and before the end of 2014 to complete dust removal facilities upgrading. A medium-sized steel mills in Tangshan region to the great wisdom agency responsible person said, Tangshan City, and recently held a conference atmospheric pollution action steel, coking five sectors, and introduced a program of action required in the steel, coke, cement, electricity and Glass industry concentration of atmospheric pollution control action. According to its sources, the meeting proposed for the five industries have their own goals, which, on completion of all requirements of the steel industry, iron and steel sintering machine desulfurization project before the end of 2013, and before the end of 2014 to complete the upgrading of existing facilities dust Work. "Recently, Hebei Province, Tangshan city government for air pollution control, and indeed under a lot of determination, continuous introduction of relevant policies on the steel industry raised more stringent requirements." Above official said, "Now it seems that the steel industry in the short term is difficult get rid of air pollution control and defuse the dual pressures of excess capacity. "

read: "China Steel watch Hebei, Tangshan, Hebei Steel to see" who was once the pride of Tangshan Iron and Steel, and now has evolved into a "Chinese pollution look Hebei, Tangshan, Hebei pollution watch," it was embarrassing. However, according to research to understand the rich treasure, the current remediation efforts Tangshan Iron and Steel industry is indeed large, it seems that people watched under pressure is indeed not small. The end points of the analysts is the time the annual report released in "ten" (air pollution control plan) and haze days deep confrontation, people have predicted in 2014 the biggest factor affecting the steel city or in this, but the fact that what How? Post an ad psoriasis, so stay tuned, "2014 China Steel Investment Strategy Report."
from day yesterday Steel "2014 sales of building materials Fair" was informed business next year agreement to jointly sell steel products is expected to reach 12 million tons contracted amount. According Zhongtian Iron & Steel Group Co., Ltd. Deputy General Manager of Dong Liyuan introduced in 2013, the increase in product development, while gifted Steel Group around the state industrial policy and development needs of the construction market, strengthen high-strength materials production line process improvement and technology transformation, fully upgraded the level of equipment, improve product quality, seismic steel series, fine grain steel series full specifications matching, especially HRB700 successfully filled the seismic level of domestic high-strength steel in the field blank, in Jiangsu, Zhejiang, Chongqing and other places of high strength steel production and supply business model. Construction Products Group was awarded CISA "metallurgical products quality Gold Award", widely used in all key projects in Jiangsu Province city subway and other projects, and exported to Thailand, Japan, Korea and other regions, production and marketing rate reached 100%.
Yesterday evening, Hebei Iron and Steel announced that the company chairman Wang Yifang due to job transfers, on December 10, 2013 submitted his resignation to the Board of Directors report, resigned from his position as the application of the second session of the Board of Directors of the company with immediate effect, the Directors Long and Strategy Committee, the Nomination Committee duties. On the same day, Deputy General Manager 彭兆丰 also submit a written resignation, due to changes in the work, apply resigned as deputy general manager. Notice also that the date of the company that held the board elected former vice chairman took over as chairman, while former Handan Iron and Steel Group Co., Ltd., deputy party secretary of the Discipline Committee, Chairman of the Supervisory 赵瑞祥 was appointed as Vice President of the company.
State Council yesterday decided to cancel and decentralization of administrative approval items 68 (which has two projects are confidential, according to the provisions of notice), and published 82 administrative approval to cancel the project directory and decentralized management levels, including the previously "the State Council on decision "to cancel and decentralization of a number of administrative examination and approval of proposed projects and other matters involving the law 16 administrative approval items (the Standing Committee of the State Council has amended the National Peoples Congress in accordance with the relevant laws and legal procedures). Administrative approval is canceled projects include coal production license issuance, approval of the establishment of coal enterprises, such as private schools approved the appointment of principals. Coal production license issuance, approval of the establishment of coal enterprises are based on the original "Coal Law" setting. With the NDRC to develop a "coal business regulatory approach", and the provinces to develop implementing rules, the provincial department designated coal production and licensing approval. Both canceled, ending the coal production permits and coal business license system. A coal industry on the "First Financial Daily" reporters, said the State Department in charge of coal and coal for coal production enterprise production and operation of enterprises will be reduced by substantial intervention. This is equivalent to tie loose coal producers, coal production enterprises in favor of traveling light, coal production, the degree of market transactions will be further enhanced.
10, the Dow Jones industrial average fell 52.47 points to close at 15,973.06 points, down 0.33%; Standard & Poors 500 index fell 5.75 points to close at 1802.62 points, down 0.32%; Nasdaq composite index fell 8.26 points to close at 4060.49 points, down 0.20 percent. New York crude oil futures prices rose 1.2 percent on Tuesday to close at $ 98.51 a barrel. New York gold futures prices rose 2.2 percent on Tuesday, closing at $ 1,261.10 an ounce. The dollar index fell 0.17, to close 79.98, down 0.21%. London Metal Exchange (LME) copper futures rose $ 19.75 to close at $ 7,163.75, up 0.28%.
10 days of snail opened 05 3726, the day the high platform around 3720 main shock, the maximum 3737, minimum 3708, closed 3716, or a decrease of 0.03%, capital in general, somewhat higher than the previous volume atrophy, decreased by 2.4 Senju positions. Technically, the Japanese K Line high shock overcast, KDJ index high passivation, MACD indicators run on the strong side. Spot trends stabilize. The operation of short-term high-band operation of the long and short sides, note 3730 platform resistance, support 3700. Part of snails running high, the general impact on the spot.
● Ore: 10 days outside the mine iron ore weak stability, the mine south than the northern. Platts index, the S & P futures rose 0.5 U.S. dollars yesterday, the index is now 62% of Australian Pink $ 139.25 / ton. Iron ore futures closed: 05 Ore received 942, or a decline of 0.11%, up to 947, the lowest 942. K line platform shock overcast, short-term attention platform 10 day moving average support. Imported ore tender and platforms traded weak; spot market remains quiet, although port stocks fell slowly, but none shipped traders will is not strong, did not change much compared to the previous quote, material now steady. Domestic ore market as a whole showed a strong north south weak, especially after steel inventory fill Northeast began an ongoing lower prices lower prices, market activity dropped significantly; northern stalemate rest of the market is still showing the pattern of expected weak steady running shortly.
● Coke: 10 days Huaibei two metallurgical coke factory-tax price 1450 yuan / ton, two metallurgical coke plant in Tangshan tax price 1410-1440 yuan / ton, Handan two tax price of metallurgical coke to plant 1330 yuan / ton, Linfen two metallurgical coke factory-tax price 1210 yuan / ton, Pingdingshan two metallurgical coke factory-tax price 1350-1380 yuan / ton, sunshine two tax price of metallurgical coke to plant 1390-1400 yuan / ton Yinchuan eighty coke factory tax price 760 yuan / ton, Qitaihe two metallurgical coke factory-tax price 1330 yuan / ton, Wuhai two metallurgical coke factory-tax price 1050 yuan / ton, Tianjin Port two metallurgical coke open tax price of 1420-1460 yuan / ton, the coke market is generally good, active trading, coke prices on the pre-holiday market is still generally optimistic, although the steel market downturn, but the steel coke inventory levels and more low, compared to the strong demand for replenishment, strong efforts to support the market, the market outlook is expected to remain strong continuation.
● billet: the 10th Tangshan billet market barometer steady, Kuniyoshi, booming, An Feng, Hongxing tax carbon billet factory 3000 yuan / ton, low alloy 3120 yuan / ton, traders naked price 2890 - 2900 yuan / ton. Yesterday a steady rise in Tangshan finished products, the downstream demand procurement billet, billet fewer resources circulating current market, the high cost of steel price will very strong; but the downstream finished products shipped over the bland, less purchases of blank, lack of business confidence, wait and see, so that the billet Change dilemma, expected short-term steady consolidation.
● Plate: 10 close, the Shanghai market closing price of hot rolled 3480-3520 yuan / ton, unchanged from the previous day, the Tianjin market closing price of hot rolled 3360-3380 yuan / ton, unchanged from the previous day, Music from the market closing price of hot rolled 3660-3670 yuan / ton, compared with the previous days high of decline.
● materials: Yesterday trends stabilize domestic building materials, only Southwest mills by resource shortages and price increases caused by the upstream part, because of environmental pressure, measures to limit production around the enhancement caused by crude steel production fell, but in view of Chinas steel overcapacity is very serious, steady progress on the market is difficult to short-term government play a significant role in the improvement of steel material now Beijing three seismic big river snails 3390-3400 yuan / ton, compared with the previous days steady weakening; steel three on the sand magnitude Lo 3710 yuan / ton, compared with the previous days stable; Guangzhou Steel three large snails 3850 yuan / ton, compared with the previous days stable.
● Plate: markets, domestic hot-rolled yesterday except for a few cities each have ups and downs, most of the other areas to keep steady. And a small part of the user terminal Dongchu, brokers relatively active, driven by overall market traded lower still. However, under financial strain, business operations remain cautious, take the amount of late shipments, return of funds is still the top priority. Considering the current market for low, low demand basic balance, the overall mentality stable businesses, is expected to continue this national hot rolled flat. Shanghai market 5.5mm mainstream price 3480-3520 yuan / ton, Tianjin, Tangshan Iron and Steel 5.5mm mainstream market quotations 3360-3390 yuan / ton; Lecong steel market 5.5mm Liu mainstream price 3660-3670 yuan / ton.

核心提示:统计局公布数据,11月全国粗钢日均产量202.93万吨,环比下降3.34%,创下今年以来最低水平.富宝发现,钢协数据与统计数据再次打架,官方思路与实际情况再背离.“中国钢铁看河北,河北钢铁看唐山”曾经是唐山钢铁人的骄傲,如今却演变成“中国治污看河北,河北治污看唐山”,令人尴尬不已.

国家统计局快讯,11月全国粗钢日均产量202.93万吨,环比下降3.34%,创下今年以来最低水平.2013年11月份全国粗钢产量6088万吨,同比增长4.2%;1-11月份我国累计粗钢产量71286万吨,同比增长7.8%.2013年1-11月份,全国生铁产量65050万吨,同比增长5.9%.其中,11月份全国生铁产量5290万吨,同比增长0.6%.2013年1-11月份,全国钢材产量97878万吨,同比增长11.5%.其中,11月份全国钢材产量9032万吨,同比增长10%..

解读:从统计数据可以看到,随着大气污染防治计划的颁布,以及《京津冀及周边地区落实大气污染防治行动计划实施细则》、治污防污与乌纱挂钩等一系列措施的执行,国内粗钢、生铁产量均出现了明显下降,对后市形成利好.其中,11月生铁产量同比增速仅0.6%,更是说明了国家对高炉冶炼的控制力度之大.以上为笔者按照官方思路进行的简单分析,而真实想法如下.认为,每到行业集中调控之时,数据总能符合预期发展,这也算是一种中国特色.而据富宝对河北生铁市场进行调研了解,当前河北邯郸、唐山等地铁厂的确关停较多,但也有部分地区商家反映,中小铁厂开工率下降并不明显,反而大型铁厂的开工受影响比较严重.如此看来,大气污染防治地方对策第一招应该是--淘汰落后神马都是浮云,只要把指标降下来就行,一家一家去关小铁厂多慢啊,直接关个大的,俩月都不用愁了.此外,钢协与统计局数据貌似又出现冲突了,按照钢协测算,11月粗钢日均大概在212.23万吨,相差约10万吨.

据消息人士透露,近日唐山市召开钢铁等五大行业大气污染治理行动会议,会议针对钢铁行业提出,今年年底前完成全部钢铁行业的烧结机脱硫工程,且2014年年底前,完成除尘设施升级改造.唐山地区某中型钢厂负责人向大智慧通讯社表示,唐山市近期又召开了钢铁、焦化等五个行业的大气污染治理行动会议,并出台了行动方案,要求在钢铁、焦化、水泥、电力及玻璃行业集中开展大气污染治理行动.据其透露,会议针对上述五个行业都提出了各自的目标,其中,对钢铁行业要求2013年底前完成全部钢铁烧结机的脱硫工程,并在2014年年底前,完成现有除尘设施的升级改造工作.“最近河北省以及唐山市政府对于大气治理的确是下了很大决心,连续出台相关政策,对钢铁等行业提出更加严格的要求.”上述负责人称,“目前看来,钢铁产业短期内还是难以摆脱大气治理和化解过剩产能的双重压力.”

解读:“中国钢铁看河北,河北钢铁看唐山”曾经是唐山钢铁人的骄傲,如今却演变成“中国治污看河北,河北治污看唐山”,令人尴尬不已.但据富宝调研了解,当前唐山钢铁业整治力度的确较大,看来在万人瞩目之下,压力的确不小.年底是各分析机构年报出炉的时间点,在“国十条”(大气污染防治计划)与雾霾天深深的对抗中,人们纷纷预测2014年影响钢市最大的因素或在于此,但事实究竟如何?贴个牛皮藓广告,敬请期待《2014年中国钢铁投资策略报告》.

昨天从中天钢铁“2014年建材销售业务洽谈会”上获悉,企业明年钢材产品联销协议签约量有望达到1200万吨.据中天钢铁集团有限公司常务副总经理董力源介绍,2013年,在加大优特钢产品开发的同时,集团围绕国家产业政策和建筑市场的发展需求,加强高强度建材生产线的工艺改进和技术改造,全面升级装备水平,提升产品档次,抗震螺纹钢系列、细晶粒螺纹钢系列全规格配套,尤其是HRB700成功填补国内高强度抗震级钢材领域内空白,成为江苏、浙江、重庆等地高强钢筋生产和供应示范企业.集团建材产品被中钢协授予“冶金产品实物质量金杯奖”,广泛应用于江苏境内所有城市地铁等重点工程项目,并出口泰国、日本、韩国等地区,产销率达到100%.

昨日晚间,河北钢铁发布公告称,公司董事长王义芳因工作调动,于2013年12月10日向公司董事会递交了辞职报告,申请自即日起辞去其担任的公司第二届董事会董事、董事长及战略委员会、提名委员会委员职务.同日,公司副总经理彭兆丰亦递交书面辞职报告,因工作变动,申请辞去公司副总经理职务.公告同时称,当日公司即召开董事会,经选举原公司副董事长接任董事长一职,同时原邯郸钢铁集团有限责任公司党委副书记、纪委书记、监事会主席赵瑞祥被聘任为公司副总经理.

国务院昨日决定再取消和下放68项行政审批项目(其中有2项属于保密项目,按规定另行通知),并公布82项取消和下放管理层级的行政审批项目目录,包括此前《国务院关于取消和下放一批行政审批项目等事项的决定》中提出的涉及法律的16项行政审批项目(国务院已按照法定程序提请全国人民代表大会常务委员会修改了相关法律).被取消的行政审批项目包括煤炭生产许可证核发、设立煤炭经营企业审批、民办学校聘任校长核准等.煤炭生产许可证核发、设立煤炭经营企业审批,都根据原来的《中华人民共和国煤炭法》设定.配合国家发改委制定的《煤炭经营监管办法》,以及各省制定的实施细则,各省指定的部门对煤炭生产和许可进行审批.两者取消,结束了煤炭生产许可证和煤炭经营许可证制度.一位煤炭行业人士对《第一财经日报》记者称,国家煤炭主管部门对于煤炭生产企业和煤炭经营企业的生产经营干预将实质性减少.这等于给煤炭生产企业松了绑,有利于煤炭生产经营企业轻装上阵,煤炭生产、交易的市场化程度将进一步提高.

10日,道琼斯工业平均指数下跌52.47点,收于15973.06点,跌幅为0.33%;标准普尔500指数下跌5.75点,收于1802.62点,跌幅为0.32%;纳斯达克综合指数下跌8.26点,收于4060.49点,跌幅为0.20%.纽约原油期货价格周二收盘上涨1.2%,报每桶98.51美元.纽约黄金期货价格周二收盘上涨2.2%,报每盎司1261.10美元.美元指数下跌0.17,收79.98,跌幅为0.21%.伦敦金属交易所(LME)期铜上涨19.75美元,收7163.75美元,涨幅为0.28%.

10日,期螺05高开3726,全天绕3720平台高位震荡为主,最高3737,最低3708,收3716,跌1跌幅为0.03%,资金面一般,成交量较上日有所萎缩,持仓减少2.4千手.技术上,日K线高位震荡收阴,KDJ指标高位钝化,MACD指标运行偏强.现货走势趋稳.操作上短线多空双方高位波段运作,留意3730平台阻力,支撑3700.料期螺高位运行,对现货影响一般.

●矿石:10日铁矿石外矿弱稳,内矿南强北弱.普氏指数方面,昨日普指上涨0.5美金,现62%澳粉指数139.25美元/吨.铁矿期货收盘:矿石05收942,跌1跌幅0.11%,最高947,最低942.日K线平台震荡收阴,短期留意10日均线平台支撑.进口矿招标及平台成交乏力;现货市场依旧安静,港口库存虽下降缓慢,但贸易商让利出货意愿不强,报价较之前没有太大变化,料今持稳.国产矿市场整体呈现南强北弱,特别是东北地区钢厂库存补满后,开始展开持续的压价压价,市场活跃度大幅下降;北方其余市场仍呈现僵持格局,预计短期内弱稳运行.

●焦炭:10日淮北二级冶金焦出厂含税价1450元/吨,唐山二级冶金焦到厂含税价1410-1440元/吨,邯郸二级冶金焦到厂含税价1330元/吨,临汾二级冶金焦出厂含税价1210元/吨,平顶山二级冶金焦出厂含税价1350-1380元/吨,日照二级冶金焦到厂含税价1390-1400元/吨,银川80焦出厂含税价760元/吨,七台河二级冶金焦出厂含税价1330元/吨,乌海二级冶金焦出厂含税价1050元/吨,天津港二级冶金焦平仓含税价1420-1460元/吨,焦炭市场总体良好,交投活跃,焦企对节前市场依然普遍看好,虽钢市低迷,但钢厂焦炭库存水平多在低位,补库需求较强烈,对市场支撑力度强,预计后市仍将延续强势行情.

●钢坯:10日钢坯风向标市场唐山持稳,国义、兴隆、安丰、宏兴普碳方坯含税出厂3000元/吨,低合金3120元/吨,贸易商裸价2890-2900元/吨.昨日唐山成品材稳中有涨,下游按需采购钢坯,目前市场钢坯资源流通少,成本居高不下,钢厂挺价意愿强;但下游成品材出货较平淡,对坯料采购量较少,商家信心不足,观望为主,使的钢坯涨跌两难,料短期稳中盘整.

●板材:10日收盘,上海市场热卷收盘价为3480-3520元/吨,较前一日持平,天津市场热卷收盘价为3360-3380元/吨,较前一日持平,乐从市场热卷收盘价3660-3670元/吨,较前一日高位下滑.

●建材:昨日国内建材走势趋稳,仅西南区受资源短缺和钢厂价格上调致部分上行,由于环保压力增大,各地限产措施增强,致粗钢产量下降,但鉴于我国钢铁产能过剩非常严重,政府的稳步推进短期对市场很难起到明显的改善作用,料今北京河钢三级抗震大螺3390-3400元/吨,较前一日稳中趋弱;上海沙钢三级大螺3710元/吨,较前一日稳定;广州广钢三级大螺3850元/吨,较前一日稳定.

●板材:市场方面,昨国内热轧除少数城市互有涨跌,其他大部分地区守稳.而终端部分用户少量冬储,中间商相对活跃,带动市场整体低位成交尚可.不过资金紧张情况下,商家操作保持谨慎,年底出货走量、回笼资金仍是首要任务.考虑当前市场低供、低需基本平衡,商家整体心态稳定,预计今全国热卷延续平稳.上海市场5.5mm主流报价3480-3520元/吨,天津市场5.5mm唐钢主流报价3360-3390元/吨;乐从市场5.5mm柳钢主流报价3660-3670元/吨.,December 11 Steel City Morning Reading crude data fight.