2021-12-27 17:10| 发布者: steelfu4mo| 查看: 229| 评论: 0 |原作者: 佛山万庆物资
In 2021, steel prices run all the way, one day broke 100, out of the pattern of rise and collapse, ups and downs, many old iron by this drifting steel price, what is going on?
In January 2021, a ton of ordinary steel was about 5,000 yuan, but it hit a record high in May 2021, with the most shortage of steel in China, the price of a ton could be sold to more than 7,000 yuan.In just 4-5 months, steel prices continue to rise, whether you buy steel, or you buy steel stocks, you can easily make more than 30% of the money.
In the middle of October, domestic steel futures and spot prices changed the previous high shock trend, both appeared sharply fall is a long will rise, rise long will fall the law?
Coal prices broke through the previous high of 600 yuan / ton, before the National Day thermal coal main contract rose to 1408 yuan / ton, coke, coking coal prices in a strong rise, but also repeatedly broke the historical record.After the National Day, the strong rise of thermal coal, led to the rise of steel raw material prices, the domestic large-scale power limit is expected, more make the steel futures market bulls have to rely on.Moreover, the surge in thermal coal prices has seriously affected the national economy and people's livelihood. The country has hit hard. At the World Economic Forum, the premier once again mentioned to ensure coal supply and stabilize prices, ease the energy supply shortage, suppress coal prices with unprecedented efforts, and rise to the legal level.The price of thermal coal fell from 1,982 yuan / ton on October 19 to 841 yuan / ton on November 2, down more than 1,100 yuan in 11 trading days.
In November, the whole month trend showed "sharply down, low rise", the first half of the black futures collective pullback, raw material prices fell in turn, the demand seasonal weaker, spot market rose less fell more, the overall price center of gravity down; the second half of the macro warm, black futures rebound, together with the market sentiment is boosted, spot price low recovery, in this process, local demand also improved.
Analysts said three reasons for falling steel prices: 1. Under limited production and flood, Shanxi, Shaanxi and other places decreased operating rate, coal supply increased coal prices; 2. Excessive coal prices lead to higher downstream procurement costs, resulting in chain reaction, such as power failure, rising industrial production costs; 3. National control coal prices: increase coal supply, investigate hoarding, price raising; increase commodity transaction costs, prevent malicious speculation, relevant departments go into coal enterprises to set a "ceiling" for coal prices.Hot money from bullish to bearish, have left the field, heat decreased, liquidity weakened.
The surge in steel prices makes investors and speculators earn money, but it is a difficult problem for domestic infrastructure and industrial production, because steel is used in national construction, real estate project development, household appliances, automobile manufacturing, industrial products, and even mobile phones, are without steel.Therefore, the price of steel is too high, which will also affect the life and shopping of ordinary people, because the production costs increase, the price is easy to follow the rise.
In general, the steel demand may stabilize in the future, and the growth rate will continue to fall, pushing the whole industry to the track of high-quality development.Our country's ability to cope with the COVID-19 epidemic, electricity shortage, raw materials prices, and food and vegetables is well controlled.