Analysis of steel social stocks in June
Jun. 27, 2019
In June 2019, the total social inventory of steel products in five major categories of 20 cities nationwide decreased. This month (June, the same below) total inventory of 12.19 million tons, a decrease of 510,000 tons, down 4.0%; of which the steel market total inventory of 11.31 million tons, a decrease of 460,000 tons, down 3.9%, port inventory of 880,000 Tons, the chain was reduced by 50,000 tons, down 5.2%.
The specific steel stocks are as follows:
First, hot rolled coil
Hot rolled coil stocks were 1.53 million tons this month, a decrease of 50,000 tons from the previous month, down 2.9%. Among them, the steel market has an inventory of 1.36 million tons, a decrease of 40,000 tons from the previous month, and a port inventory of 180,000 tons, a decrease of 10,000 tons from the previous month.
There are 6 hot rolled coil stocks in this month, including Shijiazhuang, which has an increase of 2 million tons in stock, 0.2 million tons in Taiyuan, 2 million tons in Nanchang, 32,000 tons in Changsha and 29,000 tons in Chengdu. Chongqing has 0.1 million tons; there are 10 regions with reduced inventory in this month, among which the area with more reduction is Tianjin, and the inventory is reduced by 0.2 million tons, of which the steel market is reduced by 0.3 million tons and the port is increased by 0.1 million tons. Reduced by 0.4 million tons, of which the steel market decreased by 0.3 million tons, the port decreased by 0.1 million tons; Guangzhou's inventory decreased by 53,000 tons, of which the steel market decreased by 48,000 tons, the port decreased by 0.5 million tons; Beijing's inventory decreased by 0.2 million tons this month. , Shenyang 30,000 tons, Wuhan 12,000 tons, Xi'an 0.9 million tons.
Second, cold rolled coil
Cold rolled coil stocks were 2.01 million tons this month, an increase of 40,000 tons from the previous month, an increase of 1.8%. Among them, the steel market stock was 1.69 million tons, an increase of 40,000 tons from the previous month, and the port inventory was 320,000 tons, which was basically the same as last month.
There were 7 cold-rolled coil stocks in this month, of which Tianjin was added more, and the inventory increased by 22,000 tons, of which the steel market increased by 21,000 tons, the port increased by 0.1 million tons, and the Wuhan stocks increased by 3.0. Ten thousand tons; there are 8 regions with a decrease in inventory this month, of which Shanghai has a much smaller area, and the inventory is reduced by 0.2 million tons, all of which are port reductions; Guangzhou's inventory is reduced by 0.5 million tons, of which the steel market is down 0.4. Ten thousand tons, the port decreased by 0.1 million tons; Hefei stocks decreased by 0.2 million tons, and Chongqing was 0.7 million tons.
Third, the plate
The plate stock of 1.04 million tons this month, a decrease of 50,000 tons from the previous month, down 5.0%. Among them, the steel market has an inventory of 830,000 tons, a decrease of 20,000 tons from the previous month, and a port inventory of 210,000 tons, a decrease of 40,000 tons from the previous month.
There were 6 regions in which the plate stocks increased in the month, among which the area with more inventory increased was Tianjin, and the inventory increased by 0.1 million tons, of which the steel market increased by 0.2 million tons, the port decreased by 0.1 million tons, and the Shenyang stocks increased by 0.2. 10,000 tons, Nanjing 0.4 million tons, Nanchang 0.2 million tons; medium and heavy plate inventory decreased by 9 regions, of which the reduction in the region is Guangzhou, inventory decreased by 33,000 tons, of which steel market increased by 2 million tons, the port Reduced by 35,000 tons; Jinan's inventory decreased by 13,000 tons, Changsha by 0.2 million tons, Kunming by 0.2 million tons, Chongqing by 1.0 million tons and Xi'an by 0.2 million tons.
Fourth, wire
Wire stocks were 2.69 million tons this month, down 10,000 tons from the previous month, down 0.2%. Among them, the steel market has an inventory of 2.6 million tons, which is basically the same as last month; the port stock is 90,000 tons, which is 10,000 tons less than last month.
There were 8 regions where wire rod stocks increased this month. Among them, Tianjin has a large increase in stocks, and the inventory increased by 0.9 million tons, of which the steel market increased by 0.8 million tons, the port increased by 0.2 million tons, and Shanghai stocks increased by 12,000 tons. All of them increase the steel market; Beijing stocks increased by 0.1 million tons, Wuhan 107,000 tons, Chengdu 0.5 million tons, Chongqing 0.9 million tons, Xi'an 12,000 tons; there are 10 regions with reduced inventory in this month, including reduction In many areas, there are Guangzhou, with inventory reduction of 69,000 tons, including steel market reduction of 60,000 tons, port reduction of 0.9 million tons; Shenyang inventory by 1.0 million tons, Shijiazhuang 0.1 million tons, Hangzhou 44,000 tons, Hefei 15,000 tons, Nanchang has 0.1 million tons, Changsha has 0.1 million tons, and Kunming has 20,000 tons.
Fifth, rebar
Rebar stocks were 4.92 million tons this month, down 440,000 tons from the previous month, down 8.2%. Among them, the steel market has an inventory of 4.84 million tons, a decrease of 440,000 tons from the previous month, and a port inventory of 90,000 tons, which is basically the same as last month.
There were 6 rebar stocks in the region increased this month. Among them, there were more regions in Tianjin, and the inventory increased by 28,000 tons, all of which increased the steel market. Shanghai stocks increased by 50,000 tons, all of which increased the steel market. Nanjing stocks increased by 22,000 tons, Wuhan by 44,000 tons, and Chongqing by 0.7 million tons. There were 14 areas with a decrease in inventory this month, of which Guangzhou has a much smaller area, and inventory decreased by 336,000 tons, of which steel market decreased. 338,000 tons, port inventory increased by 2 million tons; Beijing stocks decreased by 20,000 tons, Shenyang 19,000 tons, Shijiazhuang 2 million tons, Hangzhou 92,000 tons, Suzhou 31,000 tons, Hefei 22,000 tons, Jinan 0.3 million tons, Nanchang 33,000 tons, Zhengzhou 0.6 million tons, Changsha 0.4 million tons, Kunming 20,000 tons, Chengdu 0.3 million tons, Xi'an 27,000 tons.
The monthly social inventory of the five major varieties of steel has only a slight increase in the number of cold rolled coils, and other varieties have declined. Among them, hot rolled coil stocks decreased by 2.9%, and cold rolled coil stocks increased by 1.8%, medium and heavy plate stocks. The chain ratio decreased by 5.0%, wire rod stocks decreased by 0.2%, rebar stocks decreased by 8.2%, and total stocks decreased by 4.0%.