|
I Iron Ore Index Collection
|
Index |
Fe
Grade |
July 17 |
July 20 |
July 21 |
July 22 |
July 23 |
|
SteelHome Iron Ore
Index SHCNOI (Yuan) |
Composite |
895 |
896 |
904 |
906 |
907 |
|
SteelHome Domestic
Iron Ore (SHCNDOI) (Yuan) |
65% |
914 |
916 |
930 |
930 |
930 |
|
SteelHome Imported
Iron Ore (SHCNIOI) (US Dollar) |
65% |
121.25 |
121.17 |
122.35 |
122.89 |
122.42 |
|
SteelHome Imported
Iron Ore (SHCNIOI) (US Dollar) |
62% |
110.28 |
110.29 |
111.74 |
112.8 |
112.32 |
|
SteelHome Imported
Iron Ore (SHCNIOI) (US Dollar) |
63% |
109.79 |
109.78 |
111.15 |
111.9 |
111.44 |
|
SteelHome Imported
Iron Ore (SHCNIOI) (US Dollar) |
61% |
104.92 |
104.95 |
106.3 |
107.38 |
106.92 |
|
SteelHome Imported
Iron Ore (SHCNIOI) (US Dollar) |
58% |
95.36 |
95.39 |
96.08 |
96.75 |
96.31 |
|
Metal Bulletin Iron
Ore Index (US Dollar) |
62% |
110.31 |
109.54 |
111.43 |
110.95 |
110.12 |
|
Metal Bulletin Iron
Ore Index (US Dollar) |
58% |
91.99 |
90.86 |
92.86 |
92.01 |
92.07 |
|
Platts Iron Ore
Index (US Dollar) |
62% |
110.45 |
109.5 |
111.15 |
110.4 |
111.2 |
|
Platts Iron Ore
Index (US Dollar) |
58% |
93.8 |
93.6 |
94.5 |
93 |
93.8 |
|
SGX Iron Ore Swap
Settlement (US Dollar) |
62% |
107.03 |
106.03 |
108.1 |
107.32 |
108.25 |
II Production
Cost of Molten Iron
|
Yuan/t |
July 24, 20 (Pretax) |
July 17, 20 (Pretax) |
Change |
July 24, 20 (Tax Included) |
July 17, (Tax Included) |
Change |
Seaborne Ore Ratio[2] |
|
Liaoning |
2380.35 |
2370.35 |
10 |
2689.8 |
2678.5 |
11.3 |
Medium |
|
Hebei |
2318.04 |
2324.1 |
-6.06 |
2619.38 |
2626.23 |
-6.85 |
High |
|
Shanxi |
2338.76 |
2324.16 |
14.6 |
2642.8 |
2626.3 |
16.5 |
Medium
High |
|
Shandong |
2308.5 |
2314.92 |
-6.42 |
2608.6 |
2615.86 |
-7.26 |
High |
|
Jiangsu |
2326.15 |
2335.13 |
-8.98 |
2628.55 |
2638.7 |
-10.15 |
High |
|
Anhui |
2380.4 |
2375.95 |
4.45 |
2689.85 |
2684.82 |
5.03 |
Medium
High |
|
Fujian |
2397.35 |
2407.79 |
-10.44 |
2709 |
2720.8 |
-11.8 |
Medium
High |
|
Jiangxi |
2501.04 |
2490.82 |
10.22 |
2826.18 |
2814.63 |
11.55 |
Medium
High |
|
Hubei |
2484.91 |
2473.23 |
11.68 |
2807.95 |
2794.75 |
13.2 |
Medium
High |
|
Hunan |
2349.29 |
2359.73 |
-10.44 |
2654.7 |
2666.5 |
-11.8 |
Medium
High |
|
Guangdong |
2442.55 |
2429.41 |
13.14 |
2760.08 |
2745.23 |
14.85 |
High |
|
Sichuan |
2645.69 |
2652.86 |
-7.17 |
2989.63 |
2997.73 |
-8.1 |
Medium |
|
Average |
2406.09 |
2404.87 |
1.22 |
2718.88 |
2717.5 |
1.38 |
|
Note: Steel
mills involved in the table are equipped with an annual capacity of over
5 million tons.
III
Production Cost of Billet in Hebei Tangshan City
|
Yuan per tonne |
Iron Ore |
I
grade Coke |
II
grade Coke[4] |
Q235 Billet |
|
66%
Concentrates |
61.5% PB fines |
Spot Price (tax included) |
Production Cost (tax excluded) |
|
(Dry Basis) [1] |
(Wet Basis) [2] |
|
2020-07-24 |
980 |
850 |
1850 |
1790 |
3400 |
2787 |
|
2020-07-17 |
960 |
840 |
1900 |
1840 |
3410 |
2842 |
|
Change |
20 |
10 |
-50 |
-50 |
-10 |
-55 |
|
Change% |
2.08% |
1.19% |
-2.63% |
-2.72% |
-0.29% |
-1.94% |
Note:
[1] Dry basis, 13% VAT included, bank acceptance, ex-factory price,
domestic iron ore prices in Hebei province.
[2] Wet basis, 13% VAT included, cash payment, price at Jingtang port.
[3] The price above includes cost from materials, labor and production
line.
[4] Bank acceptance, 13% VAT included, deliver to plant.
[5] 1 USD=6.9938 RMB (Yuan) on Jul 24..
IV Iron Ore Inventory at China Main Ports
|
In
10,000 tonnes |
Inventory |
VAR |
Yard Capacity |
Australian ore |
Brazilian ore |
Indian Ore |
|
July 23 |
July 16 |
|
Subtotal of North
Ports |
7565 |
7375 |
190 |
14380 |
4175 |
1590 |
560 |
|
Subtotal of Ports
along Yangtse River |
3170 |
3060 |
110 |
5480 |
1745 |
620 |
40 |
|
Subtotal of Southern
Ports |
770 |
765 |
5 |
2495 |
355 |
185 |
- |
|
Total |
11505 |
11200 |
305 |
22355 |
6275 |
2395 |
600 |
V Tangshan
Billet/Slab Inventory
|
In
10,000 tons |
2020/7/23 |
2020/7/16 |
Change |
|
Total |
41.91 |
38.21 |
3.7 |
VI China Scrap Inventory
|
|
Steel Mills |
Scrap Stockpile (10,000 tons) |
Average Scrap Consumption (days) |
|
July 23 |
July 16 |
VAR |
VAR% |
July 23 |
July 16 |
VAR |
VAR% |
|
East
China |
28 |
168.04 |
163.39 |
4.65 |
2.85% |
13.97 |
13.47 |
0.5 |
3.70% |
|
South-central China |
14 |
53.55 |
55 |
-1.45 |
-2.64% |
10.86 |
11 |
-0.14 |
-1.25% |
|
Southwest China |
4 |
7 |
7.1 |
-0.1 |
-1.41% |
6.86 |
7.72 |
-0.85 |
-11.07% |
|
North
China |
20 |
31.7 |
30.1 |
1.6 |
5.32% |
6.04 |
5.8 |
0.24 |
4.11% |
|
Northeast China |
6 |
4.8 |
4.2 |
0.6 |
14.29% |
5.71 |
5.92 |
-0.2 |
-3.40% |
|
Northwest China |
5 |
7.9 |
8.5 |
-0.6 |
-7.06% |
6.87 |
6.91 |
-0.04 |
-0.59% |
|
Total |
77 |
272.99 |
268.29 |
4.7 |
1.75% |
10.82 |
10.65 |
0.17 |
1.59% |
VII BF Operating Rate
|
Region |
In
terms of BF Capacity % |
In
terms of BF Size % |
|
This Week |
Last Week |
Change |
This Week |
Last Week |
Change |
|
Total |
94.7 |
94.69 |
0.01 |
95.85 |
95.8 |
0.05 |
|
North
China |
91.6 |
90.58 |
1.02 |
92.26 |
91.02 |
1.24 |
|
Hebei
Province |
91.39 |
89.96 |
1.43 |
92.44 |
90.7 |
1.74 |
|
East
China |
96.43 |
97.31 |
-0.88 |
97.22 |
98.32 |
-1.1 |
|
Middle
& South China |
96.06 |
96.06 |
- |
97.82 |
97.82 |
- |
|
Northeast China |
99.25 |
99.25 |
- |
99.43 |
99.43 |
- |
|
West
China |
95.21 |
96.37 |
-1.16 |
98.23 |
99.1 |
-0.87 |
(To contact the reporter on this story: cody.wang@steelhome.cn or 86-555-2238837 18725550282) |
|
