In April, the prices of major industrial means of production in the whole region (Inner Mongolia Autonomous Region, the same below) fluctuated slightly. Among them, the prices of steel products, chemical products, and cement fell slightly, non-ferrous metals rose and fell, and glass prices rose steadily and slightly. It is expected that in May, the price of steel in the region will continue its downward trend, and the price of non-ferrous metals will be stable.
1. Changes in prices of major industrial means of production in the region
(1) Steel prices fell slightly
April is the peak season for traditional steel consumption, but the release of demand in April this year was lower than expected. On the one hand, the release of demand for core infrastructure, real estate, and manufacturing is limited, and the sales volume of passenger vehicles has dropped month-on-month. On the other hand, the price of raw materials has dropped significantly, and the price of finished products has also dropped. On the whole, the peak season of the steel industry was not busy in April. Among them, the comprehensive average prices of construction steel and ordinary plates in the whole region are 4203.47 yuan and 4520.48 yuan per ton respectively. Compared with March 2023 (hereinafter referred to as the month-on-month period), the prices of construction steel and ordinary plates decreased by 2.27% and 1.45% respectively; compared with April 2022 (hereinafter referred to as the same period), the prices of construction steel and ordinary plates decreased by 18.02% respectively , 18.14%.
Among other steel products, the average prices of round steel (φ16mm, HPB235) and stainless steel plate (1.2,304/2B cold-rolled) this month were 4280.33 yuan and 17600.00 yuan per ton respectively; Board prices fell by 2.01% and 4.78% respectively; year-on-year prices fell by 17.90% and 12.69% respectively.
(2) The prices of non-ferrous metals are mixed
In April, the prices of non-ferrous metals in our region rose and fell. Among them, the average sales prices of copper (1# electrolytic copper, cathode copper), aluminum (AOO aluminum ingot), lead (1# lead ingot) are 69691.67 yuan, 19128.33 yuan and 15625.00 yuan per ton respectively. On a month-on-month basis, the prices of copper and lead decreased slightly by 0.27% and 0.87% respectively, and the price of aluminum rose by 1.19%. Compared with the same period last year, the prices of copper, aluminum and lead decreased by 7.73%, 15.24% and 2.45% respectively.
The average sales prices of zinc (0# zinc ingot), tin (1# tin ingot) and nickel (1#) in April were 22663.33 yuan, 208666.67 yuan and 194275.00 yuan per ton respectively. On a month-on-month basis, the prices of zinc and nickel decreased by 3.08% and 0.64% respectively, and the price of tin rose slightly by 3.41%. Compared with the same period last year, the prices of zinc, tin and nickel decreased by 19.83%, 40.42% and 19.99% respectively.
(3) The prices of chemical products are stable and falling
In April, the average sales prices of high-pressure polyethylene (film grade) and polypropylene (drawing) were 11,200.00 yuan and 7,275.00 yuan per ton respectively. On a month-on-month basis, the price of high-pressure polyethylene was flat, and that of polypropylene dropped by 1.64%; year-on-year, the prices of high-pressure polyethylene and polypropylene dropped by 5.35% and 9.72% respectively.
The average sales prices of polyvinyl chloride (produced by calcium carbide method) and fuel ethanol in April were 5,800.00 yuan and 6,000.00 yuan per ton respectively. On a month-to-month basis, the price of polyvinyl chloride decreased by 1.83%, and the price of fuel ethanol remained the same; year-on-year, the price of polyvinyl chloride decreased by 33.90%, and the price of fuel ethanol rose by 1.41%.
The average sales prices of sulfuric acid (98% acid) and soda ash (industrial alkali content ≥ 98.5%) this month are 737.50 yuan and 2300.00 yuan per ton respectively. On a month-to-month basis, the prices of sulfuric acid and soda ash were flat; year-on-year, the prices of sulfuric acid and soda ash were flat.
(4) The price of glass rose and the price of cement dropped slightly
In April, the average sales price of the three types of Portland cement in the region was 397.46 yuan/ton, a slight decrease of 0.87% month-on-month and a year-on-year decrease of 4.85%.
The average prices of 5mm float glass and 5mm tempered glass in April were 31.49 yuan and 44.97 yuan per square meter respectively. On a month-on-month basis, the prices of 5mm float flat glass and 5mm tempered flat glass rose by 1.30% and 0.75% respectively; year-on-year, the prices of 5mm float flat glass and 5mm tempered flat glass fell by 8.25% and 9.00% respectively.
2. Prediction of the late price trend of some industrial production materials
(1) Steel
From a macro perspective, a series of national policies to stabilize the economy continue to exert force, and the issuance of special bonds continues to strongly support infrastructure investment in advance, which plays a positive role in the steel market; in terms of demand, domestic core infrastructure and real estate drive demand. Export With the recovery of overseas supply, China's steel export volume is expected to decline; on the supply side, due to the current weak demand side, steel mills have increased production reduction and maintenance plans, and the operating rate has dropped slightly, and the supply volume will be reduced to a certain extent; On the one hand, China has fully liberalized imports from Australia and superimposed Mongolian coal imports and increased domestic coal volumes. The supply and demand of coking coal has been loose, and the price has continued to fall, driving down the price of coke. Iron ore also ushered in a seasonal rebound in overseas shipments in May. fall back. Based on comprehensive analysis, the price of steel in our region may fluctuate slightly in May.
(2) Non-ferrous metals
At present, under the background of stable domestic growth, the market is expected to be generally stable and positive, the national economy will continue to recover steadily, and the downstream terminal industry will develop well. Infrastructure, electric power, new energy vehicles and other industries drive the demand for non-ferrous metals to improve. But we must also be aware that the current international environment is relatively complex, with many unstable and uncertain factors. In the case of poor global macroeconomic prospects, it is expected that in May, the prices of non-ferrous metals will be stable and fluctuate slightly.