Peacock flying south to West Steel began to go south on a large scale
Abstract: since this year, the average production rate of building material steel enterprises in Northwest China has not been high, mostly maintained at 46.4% - 72%, especially in January and February at the beginning of the year, the production rate of deformed steel bar only maintained at about 46.4, and the production capacity was seriously insufficient
unconsciously, late October has arrived, and the northern market has gradually begun to enter winter. Due to the limitation of the environmental weather, the engineering projects in the Northwest market in winter every year, such as Qinghai and Xinjiang, have begun to shut down at the end of October, and the late places such as Shaanxi and Gansu will also start to shut down at the end of November at the latest, and the recovery of market demand will also be in February and March next year. In previous years, due to the poor steel market, the main building materials steel enterprises in Northwest China generally began to repair or partially stop production to reduce supply. This year, the overall market in the periphery is good. It is understood that many steel enterprises do not intend to stop production as in previous years. How can the output of nearly four or five million tons be digested
first, the production capacity without shutdown in winter continues to be released normally
since this year, the average production rate of building materials steel enterprises in Northwest China is not high, mostly maintained at 46.4% - 72%, especially in January and February at the beginning of the year, the production rate of deformed steel bar only maintained at about 46.4, and the production capacity is seriously insufficient. This also shows that at the end of each year and the beginning of the next year, the demand of the local market is seriously insufficient due to weather conditions and other reasons, so the steel plant capacity cannot be released, and only overhaul and shutdown can be adopted to reduce production
this year, the author learned that more than half of the dozens of building materials steel enterprises in the northwest have made it clear that they will not stop production, and two enterprises that have stopped production in previous years have made it clear that they will not stop production for maintenance this winter. In this way, it also shows that in this winter, steel enterprises in Northwest China, such as those with large elongation of rubber and plastic, are equipped with large deformation test frames to achieve the production rate, which is mostly maintained at the current level of 60%, while the local waste foam granulator: also known as foam granulator, can only be outsourced by steel mills to divert the current production capacity under the condition of insufficient demand
second, the local is difficult to digest, and the price difference between the northwest and southwest is large.
the northwest region is located inland, and shipping is simply impossible. The resources on the market can only be transported by automobile or fire. And those close to the south of this region are Sichuan, Yunnan, Guizhou and other places. Taking the Chengdu market in Sichuan Province as an example, it can be seen from Figure 2 that the price of rebar in Chengdu has been higher than the average price in Northwest China, especially at the beginning and end of each year. Specifically, at present, the average price of MM deformed steel bars in Chengdu is 4070 yuan/ton, while the average price of deformed steel bars in Northwest China is 3920 yuan/ton, with a price difference of 150 yuan/ton. However, this is only the price of first-line steel mills, while some second and third line steel mills currently sell rebar at only 3830 yuan/ton, with a price difference of 240 yuan/ton compared with the market price in Chengdu. With the passage of time, the weather is getting colder and colder. In the later stage, the price of building materials in Northwest China will further decline in the case of declining demand, but the freight is only yuan/ton, and the steel plant is still profitable
III. peacock flies southward, and Xicai starts to move southward.
as early as August and September this year, some building materials and steel mills in Northwest China have considered planning the whereabouts of winter resources. Generally speaking, the accuracy of the sensor will be affected by the low accuracy of the resistance strain gauge in Chengdu, Chongqing, Sichuan and your sensor, the poor aging resistance of the glue used to fix the strain gauge, and the poor material of the sensor. Specifically, the annual design capacity of a steel plant is 1.2 million tons, and the monthly output is about 90000 tons. Since August, about 10000 tons of resources have been sent to Chengdu and other places every month. In the fourth quarter, 10000 tons of resources are planned to be invested. B steel plant has an annual design capacity of 1.8 million tons and a monthly output of about 100000 tons. In the fourth quarter, it is planned to put 60000 tons of thread and wire resources. In addition, there are 5.7 million tons of C steel plant, which is expected to be delivered to Wuhan, Hefei and other places in the fourth quarter. In the fourth quarter, it is planned to put no less than 30000 tons in each market month, and no less than 160000 tons in Chengdu. In addition, some steel mills consider the price and cost in winter, and it is expected that in the later stage, in order to divert local market resources, they will put market resources outward
on the whole, the market situation this year is better than that in previous years. Driven by interests and profits, the Northwest market has been shut down, but steel enterprises are not willing to shut down maintenance at the same time. Most steel mills will continue to produce normally, and the extra resources will be put into the southwest, South and other places. Of course, if all steel mills in the local market concentrate on a certain area, it is bound to cause local capital 30n resources to collapse and price depression. Therefore, it is suggested that local steel enterprises should consider a series of factors such as cost environment, invest cautiously, and cherish it