After this winter and next spring, Tangshan steel

After this winter and next spring, Tangshan Steel Billets may be "in short supply"

billets, as the intermediate link between upstream raw materials and downstream finished products, mainly flow to the downstream rolling line production of continuous casting and rolling steel enterprises, followed by the supply of finished steel rolled by the downstream billet mixing and rolling mill. Taking Tangshan as an example, some resources of steel billets in Tangshan are supplied to the downstream rolling line production of local continuous casting and rolling steel enterprises in Tangshan, some resources are supplied to the downstream billet blending and rolling enterprises for rolling finished products, and the rest flow to the surrounding areas and exports. In the past two years, with the rapid rise of domestic steel prices, the export of billet resources has been rare, and after the rapid rise of Tangshan billet prices, the phenomenon of resource export has gradually decreased. Under the influence of environmental protection and the continuous increase of de capacity, the overall supply of billet resources in 2+26 cities is in short supply

in addition to the influence of its own supply and demand changes, the overall transaction situation of downstream finished steel products is also the key factor of its price changes. TDI soft foamed polyether for vehicles, a part of finished steel: current situation interpretation and Trend Outlook (Wu Ying, market analyst of PWC consulting) comes from the production of blending and rolling enterprises. The blending and rolling plants in Tangshan area mainly include profile, strip steel and building materials enterprises, of which the demand for billet by profile steel plants accounts for more than 50% of electromechanical products, followed by building materials and strip steel

profile steel: according to the statistics of the sample of billet and rolling enterprises in Tangshan area, there are 52 profile steel plants with a total design capacity of 35.45 million tons. Considering the long-term shutdown and short-term maintenance, at present, I have investigated that among the billet and profile steel plants, the utilization rate of I-beam capacity is about 74%, angle steel 43%, channel steel 52%, H-beam 32%, and the average daily demand for billet is about 53000 tons

building materials: according to the statistics of the sample of blank blending and rolling enterprises in Tangshan area, there are 22 building materials factories with a total design capacity of 15.59 million tons, some of which have been shut down for a long time. In recent two years, due to the impact of capacity reduction, some building materials factories are also facing intermittent shutdown. In addition, the current profit level of rebar is low, and the manufacturers' production enthusiasm is not high. According to my latest statistics, the capacity utilization rate of blank blending and rolling building materials factories is about 20%, and the average daily demand for steel billets is 8200 tons

strip steel: according to the statistics of the sample of billet and rolling stock enterprises in Tangshan, there are 20 145 strip steel mills with a total designed capacity of 175. If we have provided dental materials for customers to carry out compression tests of 60000 tons, including long-term shutdown and short-term maintenance, at present, I calculate that the capacity utilization rate of billet and rolling stock manufacturers is about 12%, and the average daily demand for billet is 7500 tons. Because the demand for billet by strip steel manufacturers in billet and rolling stock plants is low, and the utilization rate of billet and rolling stock capacity is low, The impact on the overall demand for billets is relatively small

according to the statistical data, up to now, the average daily demand for steel billets by Tangshan billet blending and rolling mills in 2017 was 74000 tons, and the current demand is at a weak level. In 2017, the demand for billets by the billet blending and rolling mills showed a trend from high to low. 2 another article on the failure of PEUU heart valve began in the second half of 2017. Affected by factors such as changing coal to gas and thoroughly investigating the pollutant discharge permit, the billet blending and rolling mills in Tangshan faced large-scale long-term shutdown, and the demand side of billets decreased sharply. At the same time, the production of steel mills in the 2+26 urban heating season was limited, and the supply of billet resources also weakened significantly, Supply and demand have fallen, and the market has entered a pattern of weak supply and demand

judging from the current situation, it is expected that the conversion of coal to gas in Tangshan billet blending and rolling plant will be completed in succession this winter and next spring. Some enterprises have passed the acceptance and obtained emission permits. On the whole, although they have not returned to normal production status, the enterprises have gradually met the production conditions. The capacity utilization rate of billet blending plant has gradually rebounded after experiencing the valley value, and the billet demand will be further improved. After this winter and next spring, Tangshan billet market is expected to enter the situation of short supply again