First, the output of hot coils increased slightly, and the demand did not improve.
On February 9th, 65438, the Shanghai hot coil reported 4820 yuan/ton fell to 50 yuan. This week, the output of hot coils increased by 1.93 million tons to 2,825,600 tons. The spot profit of hot coil is higher, and the willingness of steel mills to resume production is rising. However, under the continuous influence of the heating season in North China and the expectation of limited production in the Winter Olympics, the rebound space of hot coil production may be limited. The low demand of manufacturing industry is still weak, but there is limited room for the demand for hot coils to continue to fall down under the circumstances of power cut relief and substantial cost reduction. This week, the demand for watches decreased slightly by 29,500 tons to 28 1.2 1.000 tons, and the inventory destocking was still slow. The factory warehouse decreased by 1.54 million tons, and the social warehouse increased by 28,900 tons, which is expected to improve slightly in the medium term. 1 1 The manufacturing PMI was 50. 1, up 0.9 percentage points from last month, and returned to the expansion range, indicating that the manufacturing production and operation activities have been accelerated, the prosperity level has improved, and the new order index was 49.4, up 0.6 percentage points from last month, and the demand has improved. On the whole, although the reduction of crude steel production has been completed ahead of schedule, and the willingness of steel mills to resume production has been enhanced in the case of relatively high immediate profit in steelmaking, under the continuous influence of the heating season in North China and the expected limited production in the Winter Olympics, the rebound space of hot coil production is relatively limited and the demand is still weak. However, with the alleviation of downstream power cuts, the cost has dropped sharply, and the downside of hot coil demand is very limited, and the medium-term demand is expected to continue to be repaired. With the downward adjustment of standards, steel prices may still be dominated by range fluctuations in the near future.
Second, hot rolled coil
China is the largest producer, consumer and exporter of hot-rolled coils in the world, with an output of 654.38+83 million tons in 20 13. The development of iron and steel industry has strongly supported the steady and rapid development of China's national economy, and the improvement of the output and quality of hot-rolled coils has better met the growing practical needs of China's construction, machinery manufacturing and other industries.
What are the listed companies with the concept of hot rolled coil?
Third, the hot rolled coil industry concept stocks
Including: Xingang, Anyang Iron and Steel and Hangzhou Iron and Steel.
1, Hanggang shares:
The company's main products are hot rolled coils, and the consumer industries are cold rolling and calendering, construction steel (steel structure), container manufacturing, pipeline manufacturing, automobile manufacturing, shipbuilding, tools and molds. In the first quarter of 200210, the company achieved revenue of104.9 billion, a year-on-year increase of 77.45%; The net profit was 359 million.
2. Anyang Iron and Steel Company:
The company is a large-scale iron and steel joint venture integrating coking, sintering, smelting, rolling and scientific research and development. The steel products that can be produced are plate, hot rolled coil, high-speed wire rod, building materials, profiles and so on. In the first quarter of 200210, the company achieved revenue of104.9 billion, up by 84.14% year-on-year; The net profit is 206 million.
3. Xingang shares:
It has a series of products such as plate, hot-rolled coil, cold-rolled plate, wire rod, rebar, round steel, steel tube, steel strip and metal products, with more than 800 varieties and more than 3,000 specifications, mainly plate. In the first quarter of 200211, the company achieved a total operating income of 25.3 billion, up 70.82% year-on-year; Realized a net profit of 9765438+ billion, an increase of 88.83% year-on-year; Earnings per share is 0.3000 yuan.