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High profits may allow the steel stocks to take off again

On the 5 day, 29 stocks normal trading in 28 rose positive range rose more than 10% of the shares are 13 *ST, Hualing, new steel shares, lingganggufen separated three, 32.18%, 29.77% and 25% for specific. In particular, as ST shares, *ST shares Valin since mid July has doubled, the implementation of the “nine shares recently rose”, on the one hand, revealing the distribution of funds is not the nature of the iron and Steel shares Duanchao, on the other hand also reflects improved fundamentals great supporting role on stock price. Report shows that in 2017, Valin *ST first half revenue 35 billion 26 million yuan, an increase of 59.7%; net profit of about 956 million yuan, a substantial profit, and net profit over the same period last year led to a loss of approximately $946 million. And, since August, a total of *ST in Hualing including the public offering, private organizations, the 8 round of research, including Wang Yawei’s thousands of joint ventures.
Release from the IOT steel logistics Specialized Committee steel industry PMI index, in August 57.2%, rose 2.3 percentage points last month, the four consecutive month in more than 50% of the expansion of the range, and in July on the basis of a new high, show that the steel industry continued to expand, to further improve the economic situation.
Expected high supply contraction
Raw materials, the recent decline in iron ore prices, while port stocks declined for six consecutive weeks, but still at a relatively high level. Coal prices are strongly influenced by environmental concerns. Steel prices as a whole tend to rise and fall in the short run. In addition, the futures price volatility rises, environmental protection, limiting production expectations and policy factors exacerbated the volatility of black futures prices. Ping An Securities analyst Wei Wei believes that, in general, the domestic steel prices in the short term or will continue to maintain high shock.
In September, under the influence of environmental protection and high pressure, the supply contraction was expected to be strong. GF Securities analyst Li Sha believes that with the advent of traditional peak season, the downstream operating rate gradually picked up, the terminal demand will be released. Supply and demand is expected in September the domestic steel market is tight balance, the stock prices of steel or flat, stock index continued to shrink at the interval. In addition, in September, the environmental protection pressure limit steel production release, Tangshan enterprises of coal to gas, rolled steel mills in Handan and the limit of sintering, the safety committee in September to carry out safety inspections of comprehensive inspection in 31 provinces and cities nationwide, is expected to further strengthen the market supply contraction.

No. 3 Yunnan copper die-casting production line production test successfully

In August 31st, the new production line of copper casting line 3 successful trial production. Wang Chong, vice president of Copper Co, visited the front-line cadres and staff at the scene to investigate and guide the pilot production of No. 3 new production line, and congratulated the new line on completion of the 1 months ahead of schedule.
Wang Chong encourages everyone to make persistent efforts to speed up the operation of the new production line, enter the mass production stage as soon as possible, and provide high quality products to meet the market demand. At the same time stressed: to step on the production and operation of new steps at the same time, pay close attention to safety and environmental protection, and implement the “overall mobilization, inspection, rectification” work, improve safety production level and quality. Wang Chong gives great expectations to the die casting company, and gives some praise to its work performance, and affirms the spirit of all the cadres and staff working hard and striving hard.
It is understood that by the end of August 25th, completed 76549 sets of Yunnan copper die-casting copper rotor production, completed this year, annual production of 70 thousand units of copper rotor target 4 months ahead of schedule. Wang Chong encouraged die-casting company to produce 110 thousand sets of copper rotor targets all year round, and strive to produce twice as much as in 2016.

Analysis of supply and demand trend of bauxite in China

There is a voice that hopes to broaden the channels of mineral resources, taking into account the possibility of imported bauxite for domestic mines. In fact, China is still in the middle and late stages of industrialization, and its infrastructure and social wealth accumulation levels are much lower than those of developed countries. In addition to crude steel and cement, the overall consumption of major mineral resources will remain on the rise. For many years, China has been increasing the support capacity of aluminum resources by increasing exploration efforts and increasing production and storage ratio. However, it is very difficult to substantially reduce the dependence on foreign resources of aluminum resources.
On the one hand, China’s bauxite resources are relatively poor compared with the huge amount of consumption. The global bauxite resources are abundant and distributed in more than 50 countries. Guinea and Australia account for about half of the world’s bauxite resources. Comparatively speaking, China’s bauxite resources are scarce, accounting for only 2.96%. Demand, nearly 40% of the world’s alumina production capacity concentrated in China, which directly lead to China’s bauxite resources difficult to cope with the increasing demand. In addition, with the rapid increase in domestic demand, the scale of China’s bauxite development and utilization has been expanding, and the output of domestic bauxite has increased significantly. According to statistics, China has surpassed Brazil in 2009 as the world’s second largest producer of bauxite. At present, China is using less than 3% of the world’s reserves to produce about 17% of the world’s bauxite. As a result of this trend, China’s bauxite resources will be exhausted in the future.
On the other hand, China’s bauxite grade is poor, under the same conditions do not have advantages. In China, bauxite is mainly diaspore type, and the quality of ore is poor, which directly results in the difficulty of processing. The combination method of high energy consumption is used in alumina production. Under the same conditions, Chinese enterprises tend to import high grade ore, alumina plant and the use of imported ore to reduce logistics costs, the future production of new projects will be concentrated in coastal areas especially in Guangxi, Liaoning, these areas can be directly connected downstream of the main producing areas of electrolytic aluminum.
As a matter of fact, manufacturers indeed rely heavily on imports from abroad. According to statistics, in 2016, the world’s total export of bauxite was 51 million 780 thousand tons, accounting for 27% of world output, while China’s bauxite production accounted for very little, and showed a downward trend year by year. Therefore, China needs to import large quantities of bauxite from Australia, Brazil, Guinea, India, Malaysia and Garner every year. In the first half of 2017, China imported about 32 million tons of bauxite, an increase of 27.3% over the same period. Among them, the import volume in June was about 6 million 890 thousand tons, a significant rise of 21.6%.
For the alumina factory, with the domestic high grade bauxite resources gradually consumed, domestic ore alumina plant of new capacity delivery will be affected, especially strict and normalization in environmental supervision situation, future bauxite supply is likely to become the bottleneck of production capacity of domestic ore alumina plant increased. The use of imported ore production of alumina will gradually show advantages in the next 3~5 years. According to statistics, the future intends to import ore alumina production capacity reached 14 million tons of new investment (accounting for the current capacity of 18%), including the Fangchenggang aluminum alumina project, bosai mining of Yingkou port and Dalian Miao Yi alumina project group Jinzhou port alumina project. The 3 projects are expected to be completed and put into operation in 2018~2019. Among them, the aluminum industry in Fangchenggang Aluminum Industrial Park project is scheduled for completion of alumina – aluminum smelting aluminum processing integration, demand will directly support in the alumina smelting aluminum smelter downstream, and Yingkou bosai port project of Jinzhou port project and Miao Yi alumina production is mainly used in electrolytic aluminum factory in Inner Mongolia and supply in Northwest china.

September 7th non ferrous metal spot afternoon news

Variety, price, average price, rise / decrease, date of origin / brand
1# 52590~53130 52860: -175 copper 09-07 copper smelter Wangwang
Copper premium b40~b90 = 10 want Ye Jiangxi Copper 09-07
A00 -60: Al 15900~16130 16015 letter Lake Qingtongxia 09-07
1# 19350~19550: -100 19450 lead silver Antai Zhuzhou Smelter 09-07
0# 25400~26550 25975: -250 zinc Yunnan Shuangyan Huxin brand 09-07
1# 25350~25750 25550: -250 zinc imports of Gansu Shaanxi 09-07
1# nickel plate 94300~96100 95200 = 1000 Sichuan imported Nico Jinchuan 09-07
1# 142000~144500 143250: -750 tin tin Nanshan cloud cloud 09-07

Cobalt metal prices doubled, power battery business layout high nickel products

As of the end of June this year, cobalt metal prices almost doubled compared to the beginning. Benefit from this, the power battery upstream raw material enterprises brisk performance in the first half. Cobalt metal is an important material for the anode of power battery. It is scarce and the market is expected to maintain a high level of price. At present, the sales of new energy vehicles are increasing steadily, and the demand for power batteries is strong. Prices should rise in response to rising raw material prices, power battery companies to start laying high nickel batteries.
Cobalt metal is low in nature, because it is associated with ore, and the production process is more complex. At present, the domestic cobalt metal resources are mainly dependent on imports. Multiple factors have led to a sharp rise in cobalt metal prices, pushing up the profits of power batteries, raw materials, and businesses. Zhejiang friendship cobalt Limited by Share Ltd released in August 26th semi annual report shows that the company’s net profit of nearly 675 million yuan, an increase of 2257%. Among them, cobalt products sales revenue accounted for about 73% of total revenue.
Cobalt metal prices have not yet swallowed the power battery cathode material business income, in fact, because these companies are prepared in terms of inventory, performance gains in the short term but benefit. Ningbo Shanshan Limited by Share Ltd, Beijing EASPRING material Polytron Technologies Inc (hereinafter referred to as EASPRING), Xiamen tungsten industry Limited by Share Ltd and other enterprises in the first half net profit increase significantly.
However, the growth of profits of cathode material enterprises is difficult to continue. When l technology in August 29th semi annual report released in 2017, from the long-term trend, the upstream raw material prices, the downstream manufacturers require battery price, low-cost cobalt material inventory enterprises purchasing of basic consumption is completed, the second half is expected profitability will decline.
China Automobile Industry Association predicted that in 2017, the new energy automobile sales volume 700 thousand guarantees, while in the first half of sales achieved only 195 thousand, in the short term there is a larger volume space. According to long-term planning, the domestic plan to promote the accumulation of 5 million new energy vehicles in 2020, as of the first half of 2017, the cumulative amount of less than planned 1/4. Whether short-term or long-term, the demand for new energy vehicles for power batteries will lead to high cobalt metal prices.
Nickel, cobalt and manganese are important components of the cathode material of three yuan power battery. When science and technology secretaries office staff told reporters, the first half of cobalt metal prices rose sharply, nickel and manganese also have certain gains. When the science and technology in the semi annual report said, will work with suppliers to carry out long and single cooperation in order to protect the stable supply of raw materials. At the same time, when the technology will also try to avoid in the high price range of mass procurement.
In order to avoid the price of raw materials and push up the cost, the cathode material enterprises and power battery enterprises will intensify their efforts to layout the high nickel batteries.
At present, the ratio of nickel, cobalt and manganese for the mainstream three yuan power battery is 5:2:3. A power battery industry experts told reporters that the proportion of nickel reached more than 6, can be counted as a high nickel battery. High nickel batteries have a lower dependence on cobalt metal. He believes that the layout of high nickel batteries feasible. Increasing the proportion of nickel can not only reduce the cost of cathode materials, but also improve the energy density of power batteries.
Ningde times, Amperex Technology Limited, state Xuan, hi tech, Limited by Share Ltd and other power battery companies have told reporters: “high nickel battery program is advancing, but the specific production time is uncertain.”.

Small and medium-sized aluminum enterprises suffered environmental inspection have shut down

Since the beginning of this year, aluminum prices showed a rising trend, in the premise of consumption has not significantly improved, which mainly depends on the supply side of the implementation of the reform and the production capacity of enterprises involved in illegal production, market supply and demand of aluminum future expected changes. Aluminum traditional industries in 7 and August entered the peak season of traditional consumption, the size of the downstream processing enterprises are also expanding, and this year’s environmental inspection has also affected the downstream enterprises?
Through investigation and study, the environmental inspection started last year has no obvious impact on it, but it has a huge impact on the small and medium processing plants in the industry. Because of environmental protection inspection efforts greatly exceeded the industry expected, the original Guangdong area with small and medium-sized enterprises because of environmental protection facilities rarely reached and have closed, which also led to large orders this year focus section factory orders, have a certain degree of growth than in previous years, in August the growth rate of the median orders remained at around 7%, but the growth is not obvious. That is to say, a certain order of the situation is not busy season.
The current trend of aluminum affected by the policy obvious. The supply side, the supply side reform relates to check the production capacity of about 5 million 500 thousand tons, has the actual production of about 2 million 500 thousand tons, 3 million tons of surplus in September 15th and October 15th to environmental monitoring group inspection results and decide, and affect the production capacity of heating season 2+26+3 City policy in about 3 million 300 thousand tons. At the same time, the new capacity is about 3 million tons to be put into operation, the index is also a replacement of about 2 million tons, while the government will come up with some previous old capacity as a replacement for the index, it should be said that the current production has been set, but the future is still uncertain factors hidden. The demand of environmental protection, supervision and inspection of the main impact on the small and medium enterprises, the influence degree of small and medium enterprises can reach the scale of 2 to 3, while for large enterprises, this order is good, the annual sales growth rate can reach about 7%, although due to price increases the number of aluminum ingots downstream order delay, but supply the reform policy support will make the aluminum prices remain high, September orders may have some decline, but in October November, the order will be very likely a big rebound.

Environmental protection limit production upgrades continue to shrink the supply side

2011 macroeconomic overcapacity into the new normal period, to the last two years management clearly put forward to promote the supply side reform, promote the excess capacity to cause, deviate from the macro and micro economic level. There is downward pressure on the economy, as aggregate demand is low, corporate profits improve, and the industry’s leading balance sheet is quickly restored. In addition to resolve serious excess capacity, overcapacity environment pollution period becomes more and more serious. The necessity on the supply side in the reform of environmental protection to improve the traditional production, high pollution and high energy consumption of resource intensive industry is strictly controlled, all have a big impact on prices and output.
Six major power generation group coal consumption rose year-on-year, an increase of 25%, or 12.1 percentage points expansion. 30 large and medium cities, real estate sales fell 41.1%, or 1 percentage points lower than the previous week. Supply shocks, industrial prices continue to rise significantly, last week, the Ministry of commerce production data price index week – ring ratio rose by 0.8%.
This year, in the supply side reform to capacity, the policy more to strengthen environmental protection supervision, and promote the way to limit production to eliminate backward production capacity. “Beijing, Tianjin and surrounding areas in 2017 air pollution prevention work program” identified the “2+26” city implementation scope, and proposed 19 pollution control measures. Among them, the important thing is to require Shijiazhuang, Tangshan, Handan, Anyang and other key cities, heating season steel production limit 50%, while throughout the electrolytic aluminum and alumina heating season limit production of more than 30%. The “Beijing Tianjin and surrounding areas from 2017 to 2018 in autumn and winter, the comprehensive pollution control action plan” is crucial for the “2+26” of a city in October 2017 to March 2018 the average concentration of PM2.5, the number of days of heavy pollution were down more than 15%.
Limited production coverage of the “2+26” cities in 2016 crude steel production of 2.7 tons, accounting for 33.3% of the country’s total output. If these areas in October this year to March next year, a decrease of 50%, will lead to crude steel production 65 million tons, accounting for 16.7% of the country’s total steel production over the same period. In electrolytic aluminum, the annual output of electrolytic aluminum in “2+26” cities is 10 million tons, accounting for 31.4% of the total output of china. Heating season limited production of 30%, means that the scale of electrolytic aluminum production at 1 million 500 thousand tons, accounting for 15.7% of the country’s electrolytic aluminum production over the same period. If limited production, strict implementation, will bring down the same period in Hebei industrial added value of about 17 percentage points.
Limited production, if strictly enforced, will lead to the rapid decline in the supply of steel, electrolytic aluminum and other industrial products, in short supply will lead to steel, electrolytic aluminum and other products prices rebounded significantly. While limiting production and pushing up prices for upstream industrial products, demand for households remains sluggish as output shrinks, jobs and wages are weak. In the terminal lack of demand environment, limiting production, pushing up the prices of upstream industrial products means that the downstream profits will be squeezed. The macro and micro will continue downturn, industry leading profitability will accelerate the rise, the upstream resources of goods prices and the downstream profit compression coexist, although the real estate sales and investment decline momentum, follow the demand supply synchronization may fall, but this situation may deviate from the macro micro rate will continue, the corresponding resource and the stock market will continue to cycle, short-term supply is more inelastic than the demand, the price is more ductile, until a new round of repair capacity, supply capacity recovery.

Cobalt metal prices doubled, power battery business layout high nickel products

As of the end of June this year, cobalt metal prices almost doubled compared to the beginning. Benefit from this, the power battery upstream raw material enterprises brisk performance in the first half. Cobalt metal is an important material for the anode of power battery. It is scarce and the market is expected to maintain a high level of price. At present, the sales of new energy vehicles are increasing steadily, and the demand for power batteries is strong. Prices should rise in response to rising raw material prices, power battery companies to start laying high nickel batteries.
Cobalt metal is low in nature, because it is associated with ore, and the production process is more complex. At present, the domestic cobalt metal resources are mainly dependent on imports. Multiple factors have led to a sharp rise in cobalt metal prices, pushing up the profits of power batteries, raw materials, and businesses. Zhejiang friendship cobalt Limited by Share Ltd released in August 26th semi annual report shows that the company’s net profit of nearly 675 million yuan, an increase of 2257%. Among them, cobalt products sales revenue accounted for about 73% of total revenue.
Cobalt metal prices have not yet swallowed the power battery cathode material business income, in fact, because these companies are prepared in terms of inventory, performance gains in the short term but benefit. Ningbo Shanshan Limited by Share Ltd, Beijing EASPRING material Polytron Technologies Inc (hereinafter referred to as EASPRING), Xiamen tungsten industry Limited by Share Ltd and other enterprises in the first half net profit increase significantly.
However, the growth of profits of cathode material enterprises is difficult to continue. When l technology in August 29th semi annual report released in 2017, from the long-term trend, the upstream raw material prices, the downstream manufacturers require battery price, low-cost cobalt material inventory enterprises purchasing of basic consumption is completed, the second half is expected profitability will decline.
China Automobile Industry Association predicted that in 2017, the new energy automobile sales volume 700 thousand guarantees, while in the first half of sales achieved only 195 thousand, in the short term there is a larger volume space. According to long-term planning, the domestic plan to promote the accumulation of 5 million new energy vehicles in 2020, as of the first half of 2017, the cumulative amount of less than planned 1/4. Whether short-term or long-term, the demand for new energy vehicles for power batteries will lead to high cobalt metal prices.
Nickel, cobalt and manganese are important components of the cathode material of three yuan power battery. When science and technology secretaries office staff told reporters, the first half of cobalt metal prices rose sharply, nickel and manganese also have certain gains. When the science and technology in the semi annual report said, will work with suppliers to carry out long and single cooperation in order to protect the stable supply of raw materials. At the same time, when the technology will also try to avoid in the high price range of mass procurement.
In order to avoid the price of raw materials and push up the cost, the cathode material enterprises and power battery enterprises will intensify their efforts to layout the high nickel batteries.
At present, the ratio of nickel, cobalt and manganese for the mainstream three yuan power battery is 5:2:3. A power battery industry experts told reporters that the proportion of nickel reached more than 6, can be counted as a high nickel battery. High nickel batteries have a lower dependence on cobalt metal. He believes that the layout of high nickel batteries feasible. Increasing the proportion of nickel can not only reduce the cost of cathode materials, but also improve the energy density of power batteries.
Ningde times, Amperex Technology Limited, state Xuan, hi tech, Limited by Share Ltd and other power battery companies have told reporters: “high nickel battery program is advancing, but the specific production time is uncertain.”.

Chinese copper first inspection group stationed in Chifeng Yunnan

The morning of August 31st, Chinese copper first inspection group stationed in Chifeng, in Chifeng, the mobilization meeting held. At the meeting, the China copper Party committee, the Commission for Discipline Inspection Chen Lin made an important speech, combined with the current central to local to carry out the importance of the central enterprises patrol work, and the work of the patrol group put forward work requirements.
On the first China copper patrol group leader Guan Hong made a mobilization speech, on the first copper patrol patrol group Chifeng, the purpose, methods, and focus on the work schedule, work discipline were informed. Chifeng, Chifeng, party secretary Zi Xunting on behalf of the party and government bodies made a position statement, said it would raise awareness, unity of thinking, meticulous organization, fully cooperate with, accept the supervision of honest, solid job rectification.

In 2018, the International Fair of wire and wire and pipe will be held in Germany

April 16, 2018 to 20, the world’s largest international cable and wire exhibition and international exhibition will once again pipe in Dusseldorf Exhibition Center opened, display tube and wire cable industry innovation technology, the latest equipment and all kinds of products and services to the industry.
Organizers introduced the exhibition for 5 days, according to exhibits categories are divided into 15 pavilions, with a total display of 110 thousand square metres of space, when there are expected to be more than 2600 exhibitors, attracting more than 80 thousand spectators.
The organizers of the 2018 international wire and wire cable and wire manufacturing exhibition exhibition covers machinery, processing equipment, processing technology and auxiliary materials, and other materials, special cable wire and cable; at the same time, testing technology and testing engineering and other professional fields of technology innovation will also appear on the show. The 2018 international exhibition exhibition covers the range of pipe pipe manufacturing machinery, raw materials, pipes and fittings, second-hand machinery, tools, auxiliary materials, processing technology and control technology and detection technology; in addition, the pipe and oil pipe, profiles and machinery etc. will also debut exhibition.
It is worth mentioning that, in view of the buyers of Chinese manufacturing and product continued high demand, this exhibition will be set up in No. 16 Museum “China Pavilion”, the theme of “witness the manufacture of professional Chinese.””.

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