First, the intensity of environmental protection and production will increase. Entering August, the National Day is getting closer and closer, and the air quality requirements are further improved everywhere. It is expected that the environmental protection and production limit will be further increased. Previously, on June 23, Hebei Province, Tangshan City issued the "Notice on Doing a Good Job of Stopping Production of Iron and Steel Enterprises in the City", and then issued a notice on July 1st, "In July, the City's Air Pollution Prevention and Control Strengthening Control Plan", requesting the city The sintering machine (shaft furnace) of the iron and steel enterprise was all shut down from 0:00 on July 26 to 24:00 on July 28, and the blast furnace was off the stove; Wu'an City, Hebei Province issued the "2019 steel coking cement in Wu'an City on July 8". In the third quarter of the industry, the implementation plan for differential control of air pollution prevention and control requires that 14 steel enterprises in Wu'an should implement the policy of cutting off peak production in accordance with the requirements from July 1 to August 31, and determine the air quality in Wu'an in September. Control plan. Not only will the environmental protection and production limits in the Beijing-Tianjin-Hebei region increase, but the environmental protection and production limits in Shandong, Shanxi, Shaanxi and Jiangsu will also increase. Based on this, it is expected that the steel market supply will decrease, which is an important factor affecting the supply of the later rebar market. In addition, inspections and safety inspections of illegal production capacity in some areas will affect supply to a certain extent.

Environmental protection and production restrictions are mainly concentrated in North China, which has the greatest impact on market supply in North China. At present, the rebar market prices in South China, East China and North China are relatively small, and inter-regional resource mobility is poor. At present, steel companies in non-restricted areas, especially long-flow steel companies, are profitable and are basically producing at full capacity, which will lead to differences in supply conditions in various regions.

The second is the change in the price difference between Puyou Steel and Rebar. At present, the price of Puyou Steel in some areas is close to the price of rebar. Previously, the price of Puyou Steel was lower than the price of rebar at 100 yuan/ton, and the enterprises producing Puyou Steel leaned toward the production of rebar. With the oversupply of the rebar market and the price fluctuations, some steel companies have begun to turn to the production of Puyou Steel, which affects the supply of rebar in some regions.

The third is the change in the price of steel raw materials. Recently, the prices of iron ore, coke, scrap steel and other steel raw materials have risen, especially the price of iron ore has been rising. Imported iron ore prices once rose to more than 120 US dollars / ton, the price in early July rose 5.50%, up 70% from the beginning of the year, a new high of nearly 5 years, the price increase far exceeds the steel price increase. In addition, the price of coke also rose, and the coke enterprises in Shandong and Shanxi began to increase in general, with an increase of 100 yuan/ton. The prices of steel raw materials continue to rise, so that the production costs of steel mills continue to rise, and the benefits are significantly reduced. Once the losses increase in the later period, the steel mills will automatically reduce production, affecting the supply of rebar in August.

At present, some steel mills are producing according to the old technology and the old national standard to reduce production costs. In some areas of steel inventory, this part of the product resources accounted for a certain proportion. This phenomenon is not conducive to fair competition between enterprises, and is not in line with the high-quality development of the steel industry. In addition, the inspection of the implementation of the new national standard is mostly carried out after being reported. The use of these steels will pose a safety hazard in the construction project. It is recommended that the relevant state departments should conduct a comprehensive inspection of the implementation of the new national standard.