abeltr3| Tangshan billet prices are stable: steel mills are resuming production, infrastructure policies are positive for short-term effects

News summary

The ex-factory price of Tangshan billet remains stable. As steel mills resume production and benefit from profit growth, output is expected to increase further. The relaxation of policies for infrastructure projects releases macro positive expectations, but terminal funds and policy impacts require further observation, and investors are advised to operate within a range.

Newsletter text

[The price of Tangshan Pu billet remains stable, and the supply is expected to increase] The latest data shows that the mainstream ex-factory price of Tangshan Qian 'an Pu billet remains at 3500 yuan/ton, while the tax-inclusive price of some warehousing spot stocks is reported as high as 3590 yuan/ton. Currently, with the advancement of steel mills 'resumption of production and the month-on-month improvement in steel mills' profits, it is expected that there will be room for further improvement in output. [Infrastructure projects are relaxed, macro expectations are positive] The policy relaxation of infrastructure projects in 12 provinces has brought positive signals to the market, and projects with a suspension and operating rate of less than 30% will be lifted. This policy change will help improve macroeconomic expectations. [Good real estate policies, rapid response from market expectations] Although the positive real estate policies have caused market expectationsabeltr3It has a greater impact, but its short-term effect can only change market expectations. In the long run, the market also needs to pay attention to the availability of terminal funds and the substantial impact of policies on the market. [Long and short game in the finished product market, flexible operation is recommended] Currently, the finished product market is in a state of long and short game. Analysts suggest that investors adopt interval operation strategies to cope with market uncertainty.

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