Mysteel survey Shandong winter reserves will decline significantly in 2022

Among the foreign resources, there are more resources in Henan and Shanxi, while the resources in Northeast and North Jiangsu have declined more obviously, and the structure of local resources has changed.

1. In 2022, the total winter reserves of the sample enterprises will be about 1.085 million tons, including 789,000 tons of local steel mills and 296,000 tons of foreign steel mills. Local steel mills account for more than 72.72% of the total winter reserves. Shandong winter reserves Both the total reserves and the proportion of local resources have declined significantly compared with last year.

2. Among the foreign resources, there are more resources in Henan and Shanxi, while the resources in Northeast and North Jiangsu have declined more obviously, and the structure of local resources has changed.

3. From the perspective of resource allocation, mainly steel mill agents (contracted households), market distributors' winter reserves, and terminal market winter reserves have dropped to freezing point.

4. From the perspective of winter savings funds, the scope of traders' pallet funds has narrowed, and the proportion of pallet funds has also decreased.

5. The sentiment of most traders has changed from cautious to optimistic, expecting that the profit level of winter storage will be 250-300 yuan / ton. With the price rise a few years ago, the market is reluctant to sell.