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Can 20 15 of the Second Steelmaking Plant of Chongqing Iron and Steel Co., Ltd. resume production?
It is impossible to resume production this year, but the company recently informed some people by phone that they are going to work in 5438+ 10 next year. Judging from the contents of the notice, the Second Steelmaking Company may produce some billets at No.5 and No.6 continuous casting opportunities next year, and the billets are mainly used for wire and bar production. However, judging from the current market price, the spot price of rebar is about 1.800 yuan/ton, and the futures contract price of rebar is 1.663 yuan/ton. Generally speaking, the market price of construction steel is still in a downward trend. I estimate that the comprehensive cost before heavy steel is around 1780. If steelmaking, alloy addition, rolling, equipment depreciation and labor costs are included, the cost price is at least 2340. Even if the government intends to support the price increase and give priority to the purchase of heavy steel wire bars, I estimate that at least a few hundred tons will be lost. So I estimate that even if the second steelmaking plant resumes production, it will only restore a small part of its capacity, and it is hard to say whether the production time can be maintained in Rio Tinto. If the price and cost remain unchanged, production may be stopped after 10 at the latest next year.