Environmental protection supervision started today, the market still need to wait and see

August 7, China Economic Net, recently, the fourth batch of central environmental protection inspectors will be fully launched, has set up eight central environmental protection inspection team, the head by Jiao Huancheng, Wu Xinxiong, Ma Zhongping, Jia Zhibang, Zhu Zhixin, Jiang Jufeng, Yang Song (Including Corps) to carry out inspectors stationed in the work, to achieve the provinces and municipalities nationwide inspectors full coverage. According to the arrangement, eight central environmental protection inspection teams will be implemented from August 7 to 15, the implementation of inspectors stationed.

August 7, according to the General Administration of Peace Administration, the State Council Committee issued a notice on the supervision of production safety supervision, is scheduled for August 2017 on the regional safety inspection to carry out supervision, this time a total of 16 Supervisory group, head of the State Administration of Safety Supervision and the State Coal Mine Safety Supervision Bureau, the main person in charge of the Secretary, each group is responsible for supervising the two provinces.

August 7, according to surging news, Hebei issued "heavy pollution weather and heating season peak peak production of special implementation plan" requirements, Shijiazhuang, Tangshan, Handan and other key areas, heating season iron production capacity of 50% to blast furnace production Ability to use, the actual use of enterprise electricity to verify.

August 7, according to Lu Zhong morning, Zibo City, Shandong Province Environmental Protection Bureau issued "on the iron and steel, cement industry sewage permit application and issuance of the announcement", steel and other industries can not be made on time permits the implementation of enterprises will be discontinued.

August 7, Fujian Provincial Development and Reform Commission announced "on the extension of the Group Co., Ltd. capacity replacement program announcement." Among them, Aoyu Steel out of iron smelting 1.08 million tons, 1.2 million tons of steel; Qingtuo Group Co., Ltd. new projects involving iron smelting capacity of 1.08 million tons, steel production capacity of 900,000 tons (stainless steel).

August 7, according to the World Metal Herald, Mr. Zhang Zhifang Ren Teng Steel chairman.

August 7, according to China Metallurgical News, Steel Group Rizhao Iron and Steel boutique base project No. 1 5100m3 blast furnace hot stove 6 ignition oven.

August 7, according to China Securities Network, BDI last week for four consecutive trading days rose on August 3 index rose 30 points to 1023 points, after two and a half months once again break 1000 points. Analysts believe that this round of freight rose mainly benefited from iron ore, coal and other commodity prices brought about by the growth in demand for imports. With the arrival of the shipping season, the BDI index in the second half of this year as a whole, or may be greater than the first half.

August 7, according to surging news, more than a short investor in the early black suddenly pulled up under the Kuangcang, the main step is the rebar rebar and iron ore two varieties, single-family funds in the 500 Million or more.

Focus on the point of view

Xinhua:

Although the annual iron and steel "to capacity" task is completed, but the state continues to emphasize the strengthening of environmental protection, energy consumption, safety, quality and other aspects of supervision and inspection, showing the determination of the steel industry restructuring. With the relevant environmental protection and capacity adjustment factors clear and sustained, the domestic steel market will continue to find a new reasonable match between supply and demand.

Analyst Shen Yibing:

From the supply and demand fundamentals, building materials market this week, there is still room for growth, mainly last week, building materials, steel mills and market inventories decline, while building materials steel production rate due to environmental supervision and a slight decline in market performance positive and optimistic. However, Tangshan billet rose three days up to 150, today snail rose 6.42%, there is no lack of speculation in the market heating season, Hebei Iron and Steel limited production factors. In the short term, the building materials market has a certain irrational surge, it is recommended to wait and see, observe the degree of acceptance of downstream users, and whether the decision-making level will control the risk.

Lu Fu Futures Research Institute:

The supply side of the steel industry is still leading the reform of the black commodity market, "IF furnace" to the impact of production capacity has made steel prices and steel prices in recent years reached a high level, while the Hebei Provincial Environmental Protection Office issued the heating season peak production Special implementation of the program, once again contributed to the rise of black goods momentum. At present, the central steel for the production capacity to no signs of any relaxation, and due to the fall season is expected to exist, the electric arc furnace production progress is slow, environmental protection limited production to face greater uncertainty and other factors, black goods is expected to continue to maintain strong situation.

Chaos Tiancheng Black Industry Research Institute:

August funds are still expected to be steady mainly in the limited profit factor is not fully honored against the background, the black goods will continue to strong trend, pay attention to the shock caused by rising too fast to adjust. The main contract to complete the month after the 09/10 contract more around the delivery is expected to start, and 01 contract will be affected by the season and limited production impact, but also concerned about the replacement of production capacity of some rhythm.

Guotai Junan macro team:

Hebei if the strict implementation of the limited production plan, rebar is expected to rise 25% to 4900 yuan / ton.

an expert:

As the country determined to ban the steel and eliminate the determination of backward production capacity, the market demand for post-supply is expected to strengthen. As a result, the black futures market, the first force, snail the main contract close to the stage high, billet prices also rose to a new high. Affected by this, spot steel prices continued to rise, the market turnover of heavy volume, steel market sentiment boosted. However, due to the price pulled too fast, the market also has a certain fear of high state of mind, the market callback concerns increased.