The night plate was adjusted, the billet was stable, and the steel price was adjusted steadily. Monetary policy turned to the new pattern of “wide currency + wide credit”; the scale of real estate securitization products issued in the first half of the year was high; the EU steel safeguards had limited impact on South Korean exports; the highly leveraged state-owned enterprises were concentrated in industries such as coal power; liquefaction in mid-July Natural gas prices rose by 11.1.

market

1. Market Quote: China Steel Network data shows that the average price of 20mm HRB400E in 24 major markets in the country is 4,210 yuan/ton, up 14 yuan/ton from the previous trading day.

The average price of 4.75 hot rolled coils in 24 major markets nationwide was 4262 yuan/ton, up 2 yuan/ton from the previous trading day.

The average price of 14-20mm Puzhong board in 23 major markets nationwide was 4348 yuan/ton, up 1 yuan/ton from the previous trading day.

Review

Steel prices rose mainly this week. Considering the impact of typhoons, heavy rains occurred in many cities in coastal areas, especially in the northern regions. This has hindered market transactions and increased pressure on short-term phased callbacks.

At present, the limited production in Tangshan has been implemented one after another. As of yesterday, 31 blast furnaces have been discontinued, affecting the cumulative daily output of molten iron by 75,000 tons.

In the short-term market, the follow-up of the short-term market is insufficient, and the price limit continues to surge. There is a small adjustment in the short-term, and the medium and long-term market will maintain a strong trend in the context of environmental protection.

1. Raw materials: Tangshan Pufang billet is stable at 3,740 yuan/ton; 62% Platts iron ore index is at 63.35 US dollars, up 0.23%.

2. Futures: Yesterday's black night plate continued the trend of shock consolidation. Rebar fell 0.27%, hot coil rose slightly by 0.2%, iron ore rose by 0.74%, coke rose by 1.69%, and coking coal rose by 3.42%.

3. The stock market: The Shanghai Composite Index reported 2,905.56 points, up 1.61%, with a turnover of 228.702 billion. Shenzhen Securities Index reported 9465.80 points, up 1.63%, with a turnover of 264.150 billion. The GEM pointed to 1629.61 points, up 0.53%, with a turnover of 83.257 billion.

4. Exchange rate: The US dollar index rose. As of July 25, the US dollar index was reported at 94.6; the central parity of the RMB against the US dollar was reported at 6.6180 yuan, down 298 basis points.

5, outer disk: London metal shock, Lun copper rose 2.19%, reported 6262 US dollars / ton; Lun aluminum rose 0,65%, reported 2078.5 US dollars / ton; Lun nickel rose 1.68%, reported 13600 US dollars / ton; Lun zinc rose 1.59 %, reported $ 2,595 / ton.

6, WTI: crude oil futures closed down 0.01 US dollars, a decline of 0.01%, reported 68.76 US dollars / barrel.

Macroscopic

1. Officials of the Ministry of Industry and Information Technology: The environmental protection and strict control of the “two high” industries, the Beijing-Tianjin-Hebei, the Yangtze River Delta and the Yan Plain are the key points. On July 24, at the press conference held by the Information Office of the State Council, Huang Libin, deputy director of the Operation Monitoring and Coordination Bureau of the Ministry of Industry and Information Technology, introduced the industrial development in the first half of 2018 and answered questions from reporters.

2. The monetary policy turned to the new pattern of “wide currency + wide credit”. Last week, the central bank’s open market operation was the week after the Spring Festival. The new regulations for the “one line and two sessions” were also launched on Friday. The central bank launched the largest medium-term loan facility (MLF) operation in history. .

3. The scale of issuance of real estate securitization products in the first half of the year was a record high. In the first half of the year, financing supervision was more stringent, and financing channels for housing enterprises were gradually tightened. According to data released by the China Index Research Institute on the 24th, real estate ABS ushered in explosive development in the first half of the year, supported by the tightening of traditional financing channels and the policy of real estate asset securitization. From January to June 2018, a total of 75 real estate ABS products were issued, with a total issuance scale of 90.02 billion yuan, an increase of 82.8%.

4. A number of key projects in rural infrastructure construction will be launched. Strengthening rural infrastructure construction will become an important task in implementing the rural revitalization strategy in the coming period. The "Economic Information Daily" reporter recently interviewed a number of experts and learned that China will carry out major infrastructure construction projects in various fields such as rural logistics, water conservancy projects, energy, highways, and next-generation network construction.

5. In the first half of the year, China's overseas investment in European mergers and acquisitions led the way. On July 23, Ernst & Young released an overview of China's overseas investment in Beijing. According to the data, in the first half of 2018, Chinese companies led the European mergers and acquisitions with a 60% share of the continents, mainly to Portugal, Spain and Germany. In the first half of the year, half of the top ten countries in China's overseas mergers and acquisitions came from Europe. The three most popular destinations in the world were Portugal, the United States and Chile. At present, the uncertainty of Sino-US relations has caused some Chinese companies to adopt a wait-and-see attitude toward investment in the United States or switch to Europe and other places. In the first half of 2018, the number of Chinese companies in the United States fell by nearly 40%, but the amount of Chinese companies' mergers and acquisitions in Europe rose by more than four. Cheng is 4.5 times the amount of US mergers and acquisitions.

6. Experts from the Ministry of Commerce: Responding to the upstream reform of the downstream reform of the US trade war. At the regular press conference of the Ministry of Foreign Affairs on July 23, a reporter asked the United States that the United States threatened to impose tariffs on more than 50 billion US dollars of Chinese imports. What is China's response to this? Foreign Ministry spokesperson Yan Shuang said that the position of the Chinese side "willing to fight, not afraid to fight, and having to fight when necessary" is very firm and clear.

7. EU safeguards have limited impact on South Korean exports. South Korea’s “National Daily” reported on July 20 that starting from July 19th, the EU began to implement temporary safeguard measures for imported products. However, the EU's safeguard measures are different from those of the United States. It controls the total amount of imported products regardless of the country, and imposes a 25% tariff on excessive imports.

8. India's steel exports in April-June were down 33.7% year-on-year. According to reports, India exported 1.35 million tons of steel in the first quarter of this fiscal year, down 33.7% year-on-year. In a recent report, the Joint Factory Council of India (JPC) mentioned that India exported 2.04 million tons of steel in the same period last year.

industry

1. Highly leveraged state-owned enterprises are concentrated in industries such as coal power. As an important part of the supply-side structural reform, de-leveraging is the only way to prevent financial risks and achieve high-quality economic development. After a series of policies, the current upward trend of China's macro leverage rate has slowed down significantly, and the overall risk is controllable.

2. Ministry of Industry and Information Technology: The production capacity of the “two high” industries will be strictly controlled to increase production capacity. The Ministry of Industry and Information Technology said that it strictly controls the production of new, coking, electrolytic aluminum, foundry and cement in key areas such as Beijing-Tianjin-Hebei and the surrounding areas, the Yangtze River Delta and the Wei Plain. It will never allow illegal construction of new projects, strict implementation, cement, The replacement of production capacity in the industry such as flat glass will never allow equal replacement of backward production capacity.

3, Hebei Qian'an: extending the industrial chain "quantity reduction and increase". In recent years, Qian'an City, Hebei Province, in accordance with the industrial upgrading ideas of “relying on steel, extended steel, not steel”, firstly grasped and reduced excess capacity, firstly grasped industrial upgrading, extended the industrial chain, and accelerated the industry to equipment manufacturing and steel consumption. Industry extension.

4, 6 Chinese steel enterprises were listed in the 2018 "Fortune" world top 500 Baowu. At 19 o'clock on July 21, 2018, the US "Fortune" Chinese website and the "Fortune" English network simultaneously released the "Fortune" world top 500 list in 2018. There are 6 groups in China that are among the top 20 of the 2018 World, namely China Baowu Group, Hegang Group, Jiangsu Shagang Group, Xinjiuhua Group, Angang Group Corporation, and Shougang Group, ranking 162, 239, 364, 381 respectively. Bit, 428, 431.

5. LNG prices rose by 11.1% in mid-July. On July 24, the National Bureau of Statistics disclosed the price changes of important production materials in the circulation field in mid-July. Compared with the first half of July, the prices of 28 kinds of products rose, 17 decreased, and 5 were flat. Among them, the prices of oil and gas products generally rose, the price of liquefied natural gas (LNG) rose by 11.1%, and the price of liquefied petroleum gas rose by 3.7%.

6. BDI: The Baltic Dry Index rose by 1.72% to 1718.

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