Shunde Iron and Steel Company received an interview a few days ago that, due to factors such as low construction industry start-ups and downstream home appliance auto companies being in stocking period, steel companies cut their inventory, and the steel market will enter the traditional off-season in July. However, the second half of the year will usher in the peak period of the construction of affordable housing, which is expected to stimulate the steel market in the second half of the year.
Rainwater constrains the construction industry to start downgrading steel stocks. “The warehousing of enterprises has fallen by 20 to 30 tons compared to the past.†Lei Youwei, director of Shanghai Oupu Iron and Steel Co., Ltd. said that due to the heavy rainfall in the first half of the year and the fact that the country has vigorously controlled real estate, it cannot The steel importers who withdrew their funds had a wait-and-see attitude and were not afraid to purchase the goods. Therefore, the storage of steel products would be less than before. Downstream demand has weakened, and the willingness of raw material purchasers of steel plants will not be strong. Therefore, on the one hand, they will not purchase, and on the one hand, warehousing will also become less. The prices of steel products have been showing signs of weakening in the first half of the year.
The frequent occurrence of high-temperature weather and natural disasters in July and August was an important factor that restricted the construction industry. In June of this year, frequent floods throughout the country have escalated into important factors constraining the start-up of the construction industry, and the building just needed to be repressed. In addition, the rain not only restricted the construction of the construction industry, but also affected the procurement of the purchaser.
According to Wan Linqiu, deputy general manager of Guangdong Oupu Iron and Steel Logistics Co., Ltd., the rain will have a certain impact on the steel market. For example, if you would like to purchase today but it may rain, you may be pressured to go tomorrow, but this This kind of influence is relatively short-term, because it is still necessary to buy it, it is only a delay.
In July, the traditional off-season peak load shifting does not affect production temporarily. July is the traditional high-temperature weather. Shunde began to use peak power in January. However, since the peak shift, the impact on the steel market has not been significant. Because the peaks are mostly in the evening, usually the manufacturers have their own generators, so even if the electricity restriction will not affect production, as long as there is a single will be produced as usual.
"July is the traditional off-season of the steel market." According to Chen Lihao, president of the Lecong Steel Association, most of the steel products are used in home appliances, air conditioners and other home appliances. Most of the factories prepare for the end of the consumer season after October, and the annual holiday from January to April will return workers to the factory. In July-September, the stocking time for downstream customers is the peak season for the steel market, and the sales season for downstream customers is the off-season of the steel market. Therefore, July itself is the off-season sales season for the steel market.
Lecong is the national steel production market. However, at present, the price of hot coils produced in Lecong Town has dropped to around 300 yuan, and cold rolled down to around 100 yuan.
Safeguarding Housing Development is expected to stimulate the market in the second half of the year. In addition, according to the National Housing Land Supply Plan Announcement 2011, this year, the State plans to provide 77,400 hectares of land for affordable housing projects, which is an increase from the 2010 plan (65,800 hectares). 17.6%. Implement 10 million sets of affordable housing projects in the country. As of the end of April, Guangdong Province had started construction of 88,400 new security rooms, accounting for 28.5% of the total construction tasks. In order to complete this construction task, it is expected that the peak period of construction of affordable housing will be ushered in the second half of the year. According to the deployment of the Guangdong Province, this year, all-round affordable housing will start construction by the end of October.
“The construction of affordable housing in the second half of the year will have a positive impact on the steel market.†Lei Youwei, director of Oupu Iron & Steel Co., Ltd., said that due to the step-by-step strengthening of the state’s measures to control real estate, real estate developers may slow down in the second half of the year. The pace of building a house, so the real estate developers in the second half of the demand will not be great. At the same time, however, the second half of the year is also the peak period for the country to build affordable housing, and there will be a pull for steel demand. Therefore, the two parties are equal, and the steel market in the second half of the year will tend to be stable.
Rainwater constrains the construction industry to start downgrading steel stocks. “The warehousing of enterprises has fallen by 20 to 30 tons compared to the past.†Lei Youwei, director of Shanghai Oupu Iron and Steel Co., Ltd. said that due to the heavy rainfall in the first half of the year and the fact that the country has vigorously controlled real estate, it cannot The steel importers who withdrew their funds had a wait-and-see attitude and were not afraid to purchase the goods. Therefore, the storage of steel products would be less than before. Downstream demand has weakened, and the willingness of raw material purchasers of steel plants will not be strong. Therefore, on the one hand, they will not purchase, and on the one hand, warehousing will also become less. The prices of steel products have been showing signs of weakening in the first half of the year.
The frequent occurrence of high-temperature weather and natural disasters in July and August was an important factor that restricted the construction industry. In June of this year, frequent floods throughout the country have escalated into important factors constraining the start-up of the construction industry, and the building just needed to be repressed. In addition, the rain not only restricted the construction of the construction industry, but also affected the procurement of the purchaser.
According to Wan Linqiu, deputy general manager of Guangdong Oupu Iron and Steel Logistics Co., Ltd., the rain will have a certain impact on the steel market. For example, if you would like to purchase today but it may rain, you may be pressured to go tomorrow, but this This kind of influence is relatively short-term, because it is still necessary to buy it, it is only a delay.
In July, the traditional off-season peak load shifting does not affect production temporarily. July is the traditional high-temperature weather. Shunde began to use peak power in January. However, since the peak shift, the impact on the steel market has not been significant. Because the peaks are mostly in the evening, usually the manufacturers have their own generators, so even if the electricity restriction will not affect production, as long as there is a single will be produced as usual.
"July is the traditional off-season of the steel market." According to Chen Lihao, president of the Lecong Steel Association, most of the steel products are used in home appliances, air conditioners and other home appliances. Most of the factories prepare for the end of the consumer season after October, and the annual holiday from January to April will return workers to the factory. In July-September, the stocking time for downstream customers is the peak season for the steel market, and the sales season for downstream customers is the off-season of the steel market. Therefore, July itself is the off-season sales season for the steel market.
Lecong is the national steel production market. However, at present, the price of hot coils produced in Lecong Town has dropped to around 300 yuan, and cold rolled down to around 100 yuan.
Safeguarding Housing Development is expected to stimulate the market in the second half of the year. In addition, according to the National Housing Land Supply Plan Announcement 2011, this year, the State plans to provide 77,400 hectares of land for affordable housing projects, which is an increase from the 2010 plan (65,800 hectares). 17.6%. Implement 10 million sets of affordable housing projects in the country. As of the end of April, Guangdong Province had started construction of 88,400 new security rooms, accounting for 28.5% of the total construction tasks. In order to complete this construction task, it is expected that the peak period of construction of affordable housing will be ushered in the second half of the year. According to the deployment of the Guangdong Province, this year, all-round affordable housing will start construction by the end of October.
“The construction of affordable housing in the second half of the year will have a positive impact on the steel market.†Lei Youwei, director of Oupu Iron & Steel Co., Ltd., said that due to the step-by-step strengthening of the state’s measures to control real estate, real estate developers may slow down in the second half of the year. The pace of building a house, so the real estate developers in the second half of the demand will not be great. At the same time, however, the second half of the year is also the peak period for the country to build affordable housing, and there will be a pull for steel demand. Therefore, the two parties are equal, and the steel market in the second half of the year will tend to be stable.
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