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Baosteel shares: Tesla will increase the use of ultra-high strength steel, Baosteel is preparing for supply

Baosteel is seeking cooperation with Tesla in ultra- high strength steel.

As a leader in the Chinese steel industry and automotive panels, Baosteel (600019) is seeking cooperation with Tesla in ultra- high strength steel.

May 8, Baosteel shares in the interactive platform, said Baosteel and Tesla’s material team has technical cooperation. Baosteel said in an interview with surging news, “Tesla follow – up models will increase the use of ultra-high strength steel to further reduce costs, Baosteel is currently engaged in related technical cooperation and supply preparation.

In fact, Baosteel in the field of automotive panels to open up the territory does not let the outside world, the car has always been Baosteel as a strategic significance of the product. Over the past 2016, Baosteel Automotive Board sales of nearly 900 million tons, steady access to the global production, and sales of the first three. With the “Bao Wu” joint reorganization landing, Baosteel car sales will reach 12 million tons. Recently, Baosteel chairman Dai Zhihao in a surging news interview, said, “At present, Baosteel shares in China’s auto market share of 60%.”

However, in the automotive industry put forward energy-saving and lightweight requirements

the automotive steel plate is also faced with aluminum and other new materials, such as the challenge. High-strength steel to reduce the thickness of steel specifications to reduce the quality of the car at the same time, but also improve the safety performance of the collision, while both the advantages of relatively low cost, so the car is still the main choice under the weight of choice.

According to the official website of Baosteel, Baosteel has been conducting advanced steel forming technology for automobile steel since 2000. However, Baosteel really laid the leading position in the world in 2013. July 2013, Baosteel held the third generation of automotive high strength steel – QP steel (hardened ductile steel) global starting ceremony. Since then, Baosteel has become the world’s only able to mass production of the first generation, second generation, the third generation of advanced high-strength steel enterprises.

In fact, from 2012 onwards, some auto OEM (OEM) manufacturers began to bulk use of Baosteel QP steel. The QP steel is Baosteel is the first full sense of the international starting products, while high strength and high plasticity of the QP steel, automotive super high strength steel in the “leader”, whether commercial production QP steel is often seen For the steel mills have advanced technical capabilities of the logo.

February 2015, Baosteel QP steel family again upgrade, QP1180GA steel successfully off the assembly line, to achieve the world’s first.

The QP1180GA has a high ductility of more than 15% at a high strength of 1200 MPa. Baosteel’s official website shows that the product can meet the needs of different automotive users of wood, but also to achieve the development of the lightweight automotive industry and the whole life cycle of energy-saving emission reduction provides strong support.

November 2015, Baosteel is held in Zhanjiang, the third session of the Baosteel Automotive Board EVI forum for the first time released its own independent research and development of the ultra-light white body (BCB), this move is also the first in the domestic steel mills. In April 2017 Shanghai Auto Show, the surging news also saw the concept car again debut.

Baosteel BCB research and development started in 2012, 3 years invested more than 40 million yuan, high-strength steel use ratio reached 78%, advanced high-strength steel accounted for up to 42.3%, timber covered Baosteel first generation, second and third-generation Steel, including the latest development of the QP1180, MS1500, TWIP950, and other new materials. Through the high-strength thinning, to achieve vehicle performance does not decline, the body lightweight target, real car lightweight coefficient 2.7.

It is worth mentioning that, in this ultra-high strength steel before cooperation, Baoshan Iron and Steel shares and Tesla had an intersection. “Baosteel is a supplier of Tesla in 2015, mainly for the bulk supply of some steel parts of Tesla,” said Baosteel ‘s share of surging news.

In addition, Baosteel said that by virtue of its absolute leadership position in China’s auto market, “Baosteel and the domestic most of the new energy vehicles have close cooperation.”

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Fluctuation is widening How to grasp the rebar futures

From the fundamental point of view, the supply side of environmental protection in the continued promotion. With the short-term capacity, utilization has been relatively high, is expected to nearly two days of data will decline, the latter part of the marginal yield improvement will help improve the fundamentals. Demand, the current terminal procurement data is still relatively high, the demand for a substantial decline or will appear in late May after the rainy season. On the whole, the demand outlook is expected to decline, but short-term policy interference factors are still concerned about the late production shrinkage.

The policy level is not yet good

With the “area along the way” international cooperation international forum gradually approaching, environmental protection will be further dominant. At present, China Cement Association has issued a letter on May 2, will be jointly Hebei, Shandong, Henan, Shanxi, Beijing, Tianjin six provinces and municipalities cement (building materials) Association, during the Summit Forum to implement linkage kiln limited production. Henan Province will be May 6 to 20 to stop kiln, the other provinces and cities May 11 to 20 kiln.

According to the time of cement kiln to infer, nearly a week is likely to be further issued on the iron and steel enterprises limited production documents, estimated to be related to provincial and municipal crude steel production reached 350 million tons, accounting for 43.4% of the total output. According to the limited production time of the week, will affect the output of about 7 million tons. In addition, the 20-day ban on the “land of steel” special inspector activities are also advancing at the same time, inspectors found that if found to be illegal or unqualified will be notified throughout the country criticism, the circumstances will be reported to the State Council. In the short term, the policy level will continue to support the formation of steel prices.

The production of steel mills determines the late supply changes

Cost profit level, the current part of the plate business has been on the brink of profit and loss, but also maintain good profit rebar. As the overall profitability is still possible, steel mills take the initiative to stop production is not strong, the supply pressure. But our research situation, many enterprises, especially the plate has been arranged in the maintenance of the suspension of production activities, is expected later with the price pressure will increase. Futures with trader 1566275883; time point is about to enter the rebar demand off-season, but the short-term rebar by the policy level of uncertainty is still large. The reduction in production due to environmental inspectors is expected to continue until late May.

Factors affecting the release of steel production also includes passive production, that is, environmental factors. From the perspective of environmental protection, the next two weeks Beijing-Tianjin region environmental protection production will have a greater impact on the production, steel passive production lead to a greater probability of supply shrinkage. Due to the high profits caused by the early increase in blast furnace production, crude steel production has been maintained at a relatively high level, the latter part of the supply margin is relatively limited. As of mid-April, the focus of steel enterprises crude steel daily average of 2.3199 million tons/day, the forecast near the two data may be further decline.

Social stock pressure is not, concerned about the demand down

3 months late, the release of negative factors, accompanied by a sharp decline in steel prices, trade stocks also fell rapidly. As the downstream terminal demand itself is not bad, low turnover is good, social inventory continued to accelerate down, the release of social inventory pressure also contributed to the early eight-yang, slowed the decline in steel prices.

From the terminal demand point of view, although the mid-March after the strengthening of real estate regulation and control, but the real estate series of data on the demand for downstream steel lag effect is still, 3-4 month terminal procurement data is still good, the Shanghai terminal snail procurement data is still seasoned High point. It is expected that short-term demand or will continue until the middle of May, need to pay more attention to the late May after the rainy season on the formation of the real impact of the negative impact. Futures with trader 1566275883; domestic champion, nearly 70 years of Mr. Lin Cunfu, the time point is about to enter the rebar demand off-season, but short-term rebar by the policy level of uncertainty is still large. The reduction in production due to environmental inspectors is expected to continue until late May.

On the whole, the time point is about to enter the rebar demand off-season, but short-term rebar by the policy level of uncertainty is still large. The reduction in production due to environmental inspectors is expected to continue until late May. Trade stocks have been low, the price difference between the steel price makes the decline is relatively limited space. From the point of view, before late May, steel prices will continue to be affected by many factors, the short-term market will continue to be repeated.

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High steel futures impact of China domestic steel prices fell

What’s wrong with steel? Sales season prices are all the way down the biggest decline over 20%

(Spring Finance, “the whole point of financial”) every year in spring and three months of the steel sales season, steel prices are generally rising prices, but recently the reporter found in the market survey, from the end of March, steel prices are All the way down, the biggest decline more than 20%. Faced with the decline in the market, many steel trade helpless Paohuo.

Traders pend the steel mills down the ex-works price

In Shandong, a steel warehouse, the reporter saw the current steel stocks are not many, steel trade to reporters, from mid-March, steel prices all the way down, he did not dare to hoard goods, anxious to sell the hands of steel, Now the stock has been from the beginning of March the highest of more than 15,000 tons down to the end of April more than 3,000 tons.

Shandong steel trading company responsible person Ge Xiaochao: are in the Paohuo, as long as you need to push the goods down the price, the price of each other, the market is like this.

Changes in market prices have also directly affected the ex-factory price of large iron and steel enterprises in China, just last week, China’s steel industry, several major leading companies have announced, cut the ex-factory price in May. Among them, Baosteel, Wuhan Iron and Steel, Anshan Iron and Steel, hot rolling, cold rolling, and other mainstream products down 200 yuan to 500 yuan per ton, river steel, sand steel construction steel per ton down 400-500 yuan.

China Iron and Steel Logistics Commission researcher Qiu Yuecheng: With the sharp decline in market prices, steel trade and downstream users to reduce the enthusiasm of the order, iron and steel enterprises to increase orders pressure, steel prices are not enough confidence, some steel prices by competing for orders, To a certain extent, accelerated the recent decline in steel prices.

Oversupply led to steel prices fell

Steel prices began to rise from the beginning of the year to March, was originally a traditional sales season, it should rise, but why the price will suddenly plummet it?

This is the latest statistics released by the China Iron and Steel Industry Association, in this data, we can see that the first three months of this year, the country’s daily production of crude steel production reached 223.44 million tons, especially worth noting is to enter in March, The daily crude steel production is as high as 232.25 million tons, setting a record high. If this production in accordance with this rhythm, this year’s crude steel production will reach 816 million tons, this figure than last year’s crude steel production even higher.

China Iron and Steel Industry Association Deputy Secretary-General Wang Yingsheng: a few months before the price skyrocketing the actual supply and demand relationship has not fundamentally changed the situation is oversupply situation has not changed, but after the store, our production is fully able to meet our needs So it is now afraid to start dumping goods, it caused the ups and downs of our prices.

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Canada ‘s rebounding on Chinese rebar steel

On May 1, 2017, the Canadian Border Service (CBSA) announced that it had initiated anti-dumping investigations on rebar steel originating from or imported from China, South Korea, and Turkey while investigating rebar steel originating from or imported from China Start countervailing and re-investigation. This case deals with products under the Canadian Customs Code 7213.10.00.00, 7214.20.00.00, 7215.90.00.90, and 7227.90.00.90.

On June 27, 2014, the Canadian Border Service issued an announcement to submit an application filed on April 24, 2014, by AltaSteelInc., ArcelorMittal LCNA, and Gerdau Longsteel NorthAmerica, and decided to apply to or from China, South Korea and Turkey Investigation on rebooting of rebar steel. The case of dumping and subsidies for the investigation period from January 1, 2013, to March 31, 2014. September 26, 2014, the Canadian border services issued a notice on China, South Korea, and Turkey, the products involved in the double-positive affirmative preliminary ruling. December 10, 2014, the Canadian border services issued a notice on China, South Korea, and Turkey, the products involved in the anti-dumping positive final ruling, while China’s products involved in the countervailing affirmative final ruling.

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2017:USA steel imports increased significantly, But imported Down 9.9% from China

US Department of Commerce released data show that in March 2017 US steel imports amounted to 3.081 million tons, an increase of 30.6%, growth of 24.8%, imports since November last year has been maintained year on year growth.

In addition to rebar, hot coil and plate, other varieties of steel are maintained year on year growth, the increase in the top half of finished timber, steel and cold rolled, respectively 75.6%, 89.9% %, And 45.8%, compared with February 2017, only the cold volume chain decreased slightly by 4.8%, other varieties showed a chain growth, rebar, and hot coil rose among the top 50%, while other varieties rose 4.3% -41.2%.

From the main source countries and regions of imports, imports from Asia and India increased significantly from 119% and 181.5% respectively compared with March 2010, while other major countries and regions rose about 7.7% to 47.8% Imports from Japan and China fell by 5.6% and 9.9% respectively. Compared with February 2017, imports from major countries and regions increased by 2.9% to 71%, with an increase of more than 50% in the EU and Turkey, 71% and 51.5% respectively.

In addition, in March 2017 the United States imported 57,000 tons of steel from China, down 9.9% year on year, the chain increased by 4.5%.

The latest statistics show that as of April 25, 2017, April 2017, the US steel import license number of 2.497 million tons, an increase year on year, but the chain fell significantly.

Source: China Steel Price Network

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US International Trade Commission on Taiwan and South Korea welding stainless steel pipe for the fourth anti-dumping sunset review industry damage final ruling

US International Trade Commission on Taiwan and South Korea welding stainless steel pipe for the fourth anti-dumping sunset review industry damage final ruling

April 27, 2017, the US International Trade Commission (USITC) voted on imports from Taiwan and South Korea’s welded stainless steel pipe (welded ASTM A-312 stainless steel pipe) to make the fourth anti-dumping sunset review industry damage affirmative final cut: If the current anti-dumping measures against the products involved are canceled, the substantial damage to the US domestic industry will continue or be re-incurred during the period of reasonable foreseeability. According to the results of the final ruling, the United States will continue to maintain imports from Taiwan and South Korea’s welding stainless steel pipe measures unchanged. In the ruling, five members voted.

December 30, 1992, the US Department of Commerce officially began to import from Taiwan and South Korea’s ASTM A-312 stainless steel pipe impose anti-dumping duties. February 11, 1994, the US Department of Commerce to modify the products involved in Taiwan’s anti-dumping duties. July 1, 1999, the US Department of Commerce on Taiwan and South Korea involved in the launch of the first anti-dumping sunset review of the investigation. February 4, 2000, the US Department of Commerce on the Taiwan region and South Korea involved in anti-dumping products, rapid sunset review affirmative final ruling. October 16, 2000, the US Department of Commerce for the first time to extend the Taiwan region and South Korea involved in anti-dumping tax products.

the US Department of Commerce on Taiwan and South Korea involved in the launch of the four anti-dumping sunset review of the investigation

September 1, 2005, the US Department of Commerce on Taiwan and South Korea involved in the launch of the second anti-dumping sunset review of the investigation. August 28, 2006, the US Department of Commerce for the second time to extend the Taiwan region and South Korea involved in anti-dumping tax products. July 1, 2011, the US Department of Commerce on Taiwan and South Korea involved in the launch of the third anti-dumping sunset review of the investigation. November 2, 2011, the US Department of Commerce on the case to make the third anti-dumping fast sunset review affirmative final ruling.

December 19, 2011, the US Department of Commerce for the third time to extend the Taiwan region and South Korea involved in anti-dumping tax products. November 1, 2016, the US Department of Commerce on Taiwan and South Korea involved in the launch of the fourth anti-dumping sunset review of the investigation. March 7, 2017, the US Department of Commerce issued a notice on imports from Taiwan and South Korea’s ASTM A-312 welded stainless steel pipe to make the fourth anti-dumping rapid sunset review final.

 

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Colombia: Illicit imports of steel from China, Turkey and other countries lead to government tax losses

According to the Colombian “Portfolio” reported on April 27, Columbia National Association of Iron and Steel producers branch recently on the future may be imported from China about 4,000 tons of steel strips issued an alarm that these imported steel products on the formation of the national industry Competition, and does not meet the relevant technical standards.

Camila Toro, chairman of the National Association of Iron and Steel Producers, said that Colombia has imported steel from China and Turkey, but has not signed a free trade agreement with these countries, which require tariffs to trigger some of the exporters’ And other countries have signed a free trade agreement with the country without paying tariffs, which is conducive to exporters in accordance with the provisions of the product to identify the classification.

The club said that the situation has led to many consequences

first, from the beginning of the year to the end of February, from China and Turkey illegally imported steel products have led to the government lost 25 billion pesos tax.

second since 2014. Colombia has imported 154,000 Ton of steel for the construction industry, many of which importers (led by China and Turkey) to avoid tariffs deliberately change the steel technical components, resulting in building quality hazards (the branch quoted metallurgy expert Jairo Carrero. said adding steel to the steel will increase its Hardness, but reduce its ductility and plasticity, resulting in buildings can not withstand earthquakes and other disasters).

Third, China and Turkey’s iron and steel industry have a high subsidy support the government to China, for example, the steel industry can be described as government own industry, Market economy standards. These to enjoy the subsidy of steel products into the Columbia market, a serious impact on the brother of the national industry.

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Baosteel Project Successful Liuzhou Iron Coking Wastewater Treatment Project

Recently, Baosteel successfully signed the Liujiang coking wastewater biochemical treatment system upgrade project, marking the Baosteel project coking wastewater business in the group outside the market to obtain zero breakthroughs. Baosteel works in the coking wastewater treatment process of the advanced nature of further recognition by the industry, to expand domestic and foreign other coking wastewater treatment business laid the foundation.

Liuzhou Iron and Steel annual wastewater station emissions can not meet the new standard requirements

With the national iron and steel industry to improve energy-saving emission reduction requirements, the chemical requirements, direct emissions of ammonia nitrogen, total nitrogen emissions, and other limits to improve the standard. Liuzhou Iron and Steel annual output of about 5 million tons of coke, wastewater station emissions can not meet the new standard “coking chemical industry pollutant discharge standards” requirements. At the same time, the current storage station to maintain the pool time is only 8 hours, far can not meet the “coking wastewater treatment engineering technical specifications” stay 16-24 hours of time requirements, upgrading is imminent.

Baosteel Engineering Engineering and Technology Division to obtain the project information, the rapid formation of the marketing team, with solid marketing skills and technical advantages, to overcome the difficulties, the successful signing of the project. The project is to expand the existing biochemical system of coking wastewater treatment station to improve the level of technical and equipment of sewage treatment station, which can meet the requirements of emission targets and improve the impact resistance of the system and increase the stability of the system.

The project transformation mainly includes the pretreatment of wastewater pretreatment, the expansion of steam ammonia pretreatment, the optimization of existing biochemical system functions, the addition of the post-denitrification system, and the expansion of physical and chemical systems. After the completion of the renovation, the final effluent of the wastewater station will meet all the existing emission targets.

Source: Baosteel News Center

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Storm struck, China steel association sound stability steel prices

April 24, according to China Steel Association, this year’s overall tone is stable progress, to work is still on the road, infrastructure investment to maintain the growth of the objective facts placed in this, while environmental protection law enforcement efforts continue to strengthen.so steel The market should not appear steel prices cliff-style fall. Steel prices or ups and downs depends on the relationship between supply and demand, steel prices can run in a reasonable range need to maintain together.

Clear the “land of steel” to release a large number of scrap resources, began to flow into the standard enterprises, we recently found in the study of many long process enterprises scrap consumption is a substantial increase in 1.6 tons of iron ore refining 1 ton of iron, scrap The use of large quantities will inevitably inhibit the amount of iron ore.

Scrap recycling point of view: today received tomorrow is down, the price is too frequent, the average every three to five days down once, so that we are now more than 100 yuan per ton loss.

Analysis of the price is too frequent

Analysts point 1: blast furnace is not enough to digest the stock of scrap iron and steel, so the market has been the accumulation of scrap steel situation, the current low price of scrap steel.

Analysts view 2: that is from the market this sales point of view, and not a good demand for steel pulling, the actual situation is lower than the market expected.

Steel point of view: three or four hundred dollars per ton of profits for steel mills are also a reasonable range, but the current iron ore raw materials and steel prices are in decline in the channel, companies can not maintain high raw material inventory, so their plant iron Ore stocks decreased by about 100,000 tons. The current price of iron ore should also have to cut the space, so keep a low inventory, reduce the risk.

Yongan Futures vice president: Our entire macroeconomic or low in the run, we demand side can not have much change, the price from the bear market to the bull market does not have this condition, from the current point of view, steel prices in May and June Bottomed seven or eight months may have a wave of rebound throughout the year is relatively large fluctuations in the volatility.

 

 

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US crude steel billet production weekly (April 22 only)

n the week of April 22, 2016, US domestic crude steel production was 1,715,000 short tons and capacity utilization was 73.6%. Production over the same period last year was 1.698 million short tons, capacity utilization rate of 72.6%. Crude steel production increased by 1% year on year, down 1.4%. In the week of April 15, 2016, US domestic crude steel production was 1.74 million short tons and capacity utilization was 74.6%.

Adjusted to April 22, 2016, the United States in 2016 total crude steel production of 27.709 million short tons, capacity utilization rate of 74.3%, an increase of 3.6%. The same period in 2016 were 26.751 million short tons and 71.6%.

Week crude steel production by region, northeast region 20.5

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