焊管市場短期內(nèi)漲幅較大“高燒”也有消退

宏觀熱點
Macroscopical hot spot

1、萬億地方專項債發(fā)行提速 下月底前將完成年度新增發(fā)行量80%以上。今年地方政府債券(以下簡稱地方債券)發(fā)行進度不受季度均衡要求限制，各地至9月底累計完成新增專項債券發(fā)行比例原則上不得低于80%。
1, the issuance of trillions of local special debt will be speeded up by the end of next month, and the annual new issuance will be more than 80%. This year's local government bonds (hereinafter referred to as local bonds) issuance progress is not subject to quarterly equilibrium requirements, the cumulative completion of new special bond issuance by the end of September in principle should not be less than 80%.

2、高房價擠出日常消費：消費增速連續(xù)4月低于10%。統(tǒng)計局數(shù)據(jù)顯示，7月份，社會消費品零售總額30734億元，同比增長8.8%，增速比上月回落0.2個百分點，增速連續(xù)4月低于10%。這再度引發(fā)消費是否降級的討論。
2, high housing prices crowd out daily consumption: consumption growth rate is lower than 10% in April. According to the statistics bureau, the total retail sales volume of consumer goods in July was 3073.4 billion yuan, up 8.8% year-on-year. The growth rate dropped 0.2 percentage points from the previous month, and the growth rate was less than 10% in April. This once again triggered a discussion of whether consumption is downgraded.

3、哈鐵計劃將2018年煤炭運輸量提高3.4%。哈鐵計劃今年煤炭運輸量超過1.06億噸，其中用于7190萬噸國內(nèi)消費，3460萬噸用于出口。據(jù)哈鐵數(shù)據(jù)，今年1-6月，哈鐵煤炭運輸量已超過5600萬噸。
3, Harbin plans to increase the volume of coal transportation in 2018 by 3.4%.  Harbin Railway plans to transport more than 106 million tons of coal this year, including 71.9 million tons for domestic consumption and 34.6 million tons for export. According to Harbin data, in the 1-6 month of this year, the transport volume of the iron ore has exceeded 56 million tons.

原材料
Raw material

鋼坯：15日唐山鋼坯穩(wěn)報4000，鋼廠直發(fā)成交順暢，目前唐山及周邊部分普方坯含稅出廠4000元/噸，含稅出廠，遷安主流鋼廠穩(wěn)報4000，商家裸價3660，周邊其他市場價格整體以穩(wěn)為主。
Billet: Tangshan billet steady report on the 15th 4000, the steel factory direct transaction smooth, Tangshan and the surrounding parts of the billet containing tax out of 4000 yuan / ton, including tax out of the factory, Qian'an mainstream steel factory stable report 4000, merchants bare price 3660, the surrounding other market prices as a whole to stabilize the main.

鐵礦：15日國內(nèi)鐵礦石現(xiàn)貨報盤開啟回調(diào)。進口礦部分，昨晚普指跌1.25，現(xiàn)62%指數(shù)67.5美元/噸。鋼材各品種現(xiàn)貨成交縮量明顯，外礦 也不例外，在連鐵轉(zhuǎn)弱之后，本來就恐高的市場猶如驚弓之鳥，立刻停止拿貨觀望四起。目前鋼廠詢盤采購都很一般，熱度不及周初;礦商報盤也開始小幅讓利。美 金資源方面，價格繼續(xù)小幅下跌，不僅礦商成交不佳，就連礦山平臺都有點賣不動貨的意思。
Iron ore: 15 domestic iron ore spot offer opened callback. The import sector dropped 1.25 last night, and now the 62% index is 67.5 US dollars / ton. All kinds of steel spot turnover shrinkage is obvious, foreign mines are no exception, even after the iron weakening, the already feared high market like a bird in the panic, immediately stop taking goods to watch around. At present, the procurement of steel enquiries is very general, and the heat is less than the beginning of the week. As for US dollar resources, prices continued to fall slightly, not only did the miners fail to make good deals, but even the mining platforms were a bit of a sell-off.

廢鋼：15日全國廢鋼以穩(wěn)為主，個別地區(qū)小幅調(diào)整。跟蹤報價的245家鋼企中，上漲鋼企10家，漲幅20-50不等，主要集中在山西、河北、廣西及陜西地區(qū);下跌鋼廠4家，跌幅20-50不等，主要集中在西南地區(qū)。
Scrap steel: on the 15 day, the national scrap steel is mainly stable, and some areas are slightly adjusted. Of the 245 steel companies that followed the quotation, 10 rose, with an increase of 20-50, mainly in Shanxi, Hebei, Guangxi and Shaanxi; 4 fell, with a decrease of 20-50, mainly in the southwest.

鋼材現(xiàn)貨
Steel spot

建筑鋼材：穩(wěn)中上漲。全國24個主要市場螺紋鋼 20mm HRB400E平均價格4491元/噸,較上個交易日上漲9元/噸。11個城市上調(diào)30-50元。
Construction steel: steadily rising. The average price of 20 mm HRB400E rebar in 24 major markets in China is 4 491 yuan per ton, up 9 yuan per ton from the previous trading day. The 11 cities increased by 30-50 yuan.

熱軋板卷：價格回落。全國24個主要市場4.75 熱軋板卷平均價格4339元/噸,較上個交易日下調(diào)4元/噸。8個城市價格下調(diào)20-30元。
Hot rolled coil: price drop. The average price of 4.75 hot-rolled coil in the 24 main markets of the country is 4339 yuan / ton, which is 4 yuan / ton lower than the previous trading day. The price of 8 cities was reduced by 20-30 yuan.

中厚板：穩(wěn)中個調(diào)。全國22個主要市場14-20mm 低合金中板平均價格4642元/噸,較上個交易日價格相同。19個城市價格維穩(wěn)。
Medium and heavy plate: stable and medium tune. The average price of 14-20mm low alloy medium plate in 22 major markets in China is 4642 yuan/ton, which is the same as the price on the previous trading day. The 19 cities are stable in price.

期貨方面
Futures

今日螺紋鋼主力合約1810收4345漲4，今日收盤價格上漲0.09%，今日盤中最高4366，最低4326，結算價4344，成交量 1400662，持倉量1861256。螺紋1810合約偏強震蕩。唐山普方坯出廠報4000元/噸，環(huán)比持平。今日生態(tài)環(huán)境保護部公布7月的169城市 空氣質(zhì)量排名，唐山延續(xù)排名墊底的尷尬局面，根據(jù)7月20日唐山市政府的空氣污染減排攻堅方案，限產(chǎn)時間延續(xù)至8月31日。庫存重心下行，操作上建議多單 持有。
Today's main rebar contract of 1810 closed 4345 up 4, closing price rose 0.09%, today's high 4366, the lowest 4326, settlement price 4344, turnover 1400662, position 1861256. Thread 1810 contract strong shocks. Tangshan Pu billet factory reported 4000 yuan / ton, the ring is flat. Today, the Ministry of Eco-environmental Protection announced the 169 cities'air quality ranking in July, and Tangshan continued to rank the bottom of the embarrassing situation. According to the air pollution abatement plan of Tangshan municipal government on July 20, the production limit was extended to August 31. The focus of the inventory is downward, and the operation is recommended to hold more.