Transfer-Mysteel's Sutra Dinner: The impact of the wrong peak production in the heating season has these
發(fā)布時間:[2018-11-18 16:7:33] 瀏覽量:2326次
Macro-information
The Central Bank: Adhere to the "two unswerving" principles, earnestly implement the requirements of precision regulation and credit policy, and strongly support the development of private and micro enterprises. Through the "three arrows" of credit, bonds, and equity, it strongly supports the real economy.
&; Gt; &; Gt; In October, Jinrongshichang's daily trading volume was 136.5 billion yuan, an increase of 19.56 % over the previous month; The daily daily trading volume in Shenzhen was 154.6 billion yuan, an increase of 4.46 % over the previous month.
○ Development and Reform Commission: Agreed to carry out comprehensive pilot projects on renewable energy in industrial parks in Sichuan and Qinghai provinces.
Ministry of Commerce: We are pressing ahead with the revision of the Catalogue of Guidance for Foreign Investment Industries.
○ Ministry of Science and Technology: In 2019, it will lead the study of six key projects for hydrogen energy and renewable energy. Expand the application of hydrogen fuel cells and explore sustainable energy supply systems based on hydrogen energy.
Middle Price: The middle price of the renminbi was raised by 15 points. The middle price of the renminbi was 6.9377, and the middle price of the previous trading day was 6.9392.
<UNK> SHIBOR: The overnight SHIBOR reported 2.3450 %, an increase of 0.6 basis points; The 7-day SHIBOR report was 2.6290 %, which is the same as the previous day.
Stock futures
<UNK> Stock market: On the 16th, Shanghai refers to 2679.11 points, an increase of 0.41 %; Shen Cheng pointed out that it received 8062.29 points, an increase of 0.75 %; GEM closed at 1403.28, down 0.14 %.
<UNK> Futures: On the 16th, soybean meal rose by more than 3 %; Vegetable meal, Coke, and iron ore rose by more than 2 %; Coking coal rises by more than 1 %; Crude oil, Zhengmei, Shanghai Copper, hot roll, wire, Zhengmian, etc.. Thread, Shanghai nickel, corn, etc..
Industry News
. Mysteel predicts that the northern regions have all entered the heating season, and the policy of limiting production during the heating season of 2 +26 cities has gradually been implemented. In addition to the heavy pollution weather in most parts of North China recently, local governments have continuously launched emergency response measures for heavy pollution weather. Under this background, the iron and water output of steel enterprises will certainly be affected, and the steel price may remain stable in the short term. However, if environmental protection restrictions can not continue to cause pressure on the supply side, and if resources from the South are concentrated in Hong Kong, steel prices may face a greater risk of falling.
014. Mysteel Inventory Survey: This week, the overall inventory of the central and southern regions continued its downward trend, with 924,900 tons of stock, about 13,700 tons less than last week. This week's market is weak, terminal demand is not ideal, market bearish mood diffuses, dealer replenishment enthusiasm is not high, shipping is the main.
-Mysteel247 blast furnace samples: this week's operating rate was 78.4 %, 0.7 % lower than the previous month, 2.9 % lower than the previous year; The utilization rate of blast furnace ironmaking capacity was 80.5 %, 0.25 % lower than the previous year, 1.98 % lower than the previous year, 91.09 % lower than the previous year, 0.81 % lower than the previous year, and the average daily iron and water output was 2.511 million tons, and the monthly output was reduced by 0.7 tons, an increase of 55,500 tons over the previous year.
014. Imported mine inventories: Mysteel counts 142.731 million tons of iron ore in 45 ports across the country this week, down 88,600 tons from last week.
Zhengzhou City has recently suspended work on 910 construction sites. According to Mysteel, 110 projects are currently being applied for resumption of work, of which 61 sites have been rectified and their information has been improved. From the current situation, the construction situation of the construction site in Zhengzhou is obviously better than that of the same period last year. Under the policy of prohibiting one size fits all, although there is still some pressure on the air quality number of days in the province in the fourth quarter, the overall operating rate may not be significantly reduced.
&; Gt; &; Gt; Release the announcement of the list of production stoppage for autumn and winter industrial enterprises. Among them, Zhengzhou Yongtong Special Steel Co., Ltd. has a limited production of 50 %. &; Gt; &; Gt; details
&; Gt; &; Gt; List of more details of the missed peak scheme and impact assessment click.
<UNK> Zibo: From November 15, 2018 to March 15, 2019, many key industries such as steel, coking, and cement will adopt differentiated production measures. According to Mysteel, some companies in Zibo have received relevant documents or news. Local steel companies have recently limited production maintenance plans. Due to the improvement of environmental protection equipment and winter heating tasks, the production limit ratio is 10 %.
&; Gt; &; Gt; At 0:00 on November 16, 2018, the orange warning of heavy pollution was lifted and the Class II emergency response was terminated.
<UNK> Tangshan: The Central Environmental Protection Inspector of Fengnan District and Guye District "looked back" feedback rectification and the list of tasks after "exit" was announced. Among them, Fengnan District requires the relocation of Foundry enterprises within 25 kilometers of the National Control Point by the end of December 2019. &; Gt; &; Gt; details
-Handan: From November 15, the second round of atmospheric environmental law enforcement will be launched in the autumn and winter of 2018-2019. Conduct on-site law enforcement inspections on key industries such as steel, coking, petrochemicals, casting, and building materials.
○ Luoyang: Announced the implementation plan for the wrong peak production of industrial enterprises in the autumn and winter of 2018-2019. Steel enterprises that have not completed ultra-low emission transformation are required to limit production by about 50 %, with the combined capacity of melting furnace or hot rolling line.
<UNK> Ningxia: Since June, the Ningdong base has been dredged and rehabilitated in 127 small scattered coal mines in the area. At present, all coal deposits have been emptied and illegal buildings have been demolished by more than 90 %.
<UNK> Development and Reform Commission: The new round of refined oil price adjustment window will open this adjustment price at 2400 hours on the 16th. Gasoline will be reduced by 510 yuan per ton and diesel will be reduced by 490 yuan per ton, which is the largest drop in oil prices in the past four years; From the national average, No. 92 was reduced by 0.4 yuan per litre; 95 down 0.42 yuan per liter; The number 0 was reduced by 0.42 yuan per liter.
&; Gt; &; Gt; Announced the "Special Administrative Measures for Coal Mine Safety Reform". Among them, the investment in the special central budget is used to support equipment upgrades, system modifications, and engineering construction that are directly related to the safe production of coal mines.
&; Gt; &; Gt; Taking into account factors such as grain production costs, market supply and demand, domestic and foreign market prices, and industrial development, with the approval of the State Council, the minimum purchase price for wheat(third class) produced in 2019 was 112 yuan per 50 kg, which was reduced by 3 yuan from 2018.
○ Mining cooperation: China-ASEAN Mining Cooperation Forum and Presentation Exhibition was held in Nanning, Guangxi on the 15th. During the forum, a total of 10 mining cooperation projects were reached, with a total contract value of 2.34 billion yuan.
Downstream dynamics
<UNK> Ningbo 150 billion: A total of 35 projects were signed at the "Ningbo Gang Gang Ningbo" development conference, with a total investment of more than 150 billion yuan. The project covers frontier industries such as smart manufacturing, new energy, and marine engineering equipment.
Shaanxi-Hong Kong 56.9 billion: The two sides recently held an economic and trade exchange conference. At the meeting, 19 key economic and trade cooperation projects were signed, with a total investment of 8.211 billion U.S. dollars(56.973 billion yuan).
10. Yuxi 33.7 billion: Yuxi, Yunnan recently held 18 key projects focused on the opening ceremony, a total investment of 33.73 billion yuan, the project covers infrastructure, social undertakings, industrial development and other fields.
<UNK> Anlu 12.9 billion: Hubei Anlu City held 42 signing projects on the 15th, with a total investment of 12.9 billion yuan. The project involves the construction of three ecological and green innovative building materials demonstration industrial parks.
<UNK> Yang 3.8 billion: Henan Fuyang has recently held 12 major projects to concentrate on construction activities, with a total investment of 3.855 billion yuan.
5. Wenzhou 2.5 billion: Wenzhou People's Congress Headquarters Return Project Representative Symposium and Headquarters Project Recently held a signing ceremony, from Beijing, Shanghai and other places 25 Wenzhou headquarters projects signed a centralized contract, registered funds of nearly 2.5 billion yuan.
<UNK> China Shipbuilding Association: From January to October, 30.23 million deadweight tons were completed in the country, a decrease of 14 % year-on-year; To undertake new ship orders of 28.46 million deadweight tons, an increase of 41.4 % year-on-year; At the end of October, hand-held ship orders for 85.46 million deadweight tons, an increase of 5.2 % year-on-year.
China Shipping: A contract for the construction of 10 180,000-ton Cape of Good Hope bulk carriers was signed with Bank of China Financial Leasing Co., Ltd. for a total contract value of approximately RMB 3.6 billion.
014. Volkswagen: In 2019, it will invest more than 4 billion euros with China and partners, and 50 % of the models will be localized within the next two years.
