Steel prices are expected to continue the real estate wire steel _ sina finance _ sina.com.cn-antik

Steel prices are expected to continue | real estate | steel wire | _ Sina _ sina.com.cn hot column capital flows thousands of thousand shares stocks the latest Rating Rating diagnostic reporter Guan Ping – simulated trading client by the recent macro level the impact of intensive introduction of favorable policies, steel prices rise head strong. Insiders said that the macro policy level for the iron and steel production to and for the real estate inventory policy, the iron and steel supply and demand both ends of the formation of good credit industry; the central bank significantly relaxed, liquidity is expected to improve the stock market; and steel stocks sharply lower than the same period last year, the supply pressure is small; steel prices rise and rising raw materials the price, cost of steel support strengthening. Driven by multiple positive, the trend of domestic steel prices will continue. According to the steel spot trading platform – the west of the Shinkansen comprehensive inventory monitoring data show that as of February 19th, the country’s 35 major steel market inventory was 58 million 670 thousand tons, an increase of 779 thousand tons, an increase of 15.31%; from the hot plate and the wire, screw steel, coil, cold-rolled plate, five varieties of total inventory. The total inventory of 12 million 103 thousand tons, increased 1 million 266 thousand tons, an increase of 11.68%. West of the Shinkansen senior researcher Qiu Yuecheng said last week, the domestic steel market demand has not yet substantial start, steel stocks continue to rise significantly in the country, but the current inventory level is still lower than the same period last year 11.79%, the stock market mainly concentrated in the steel and agents, small stocks trader generally not much. With the increase of the construction site after the Lantern Festival, the terminal demand will gradually release, and after March, the domestic steel city stock will be expected to fall into the decline channel. Before the Spring Festival, the State Council has promulgated the steel and coal industry overcapacity resolve to achieve development turnaround, the central bank and the CBRC issued cut mortgage Shoufu proportion of the new deal. After the Spring Festival, the central bank, the CBRC and other eight departments issued several opinions on financial support for industrial steady growth and adjust the structure to increase the benefit and guidance of the Ministry of Finance issued financial capital injections from the government investment fund to support the development of industry, the central bank, the Ministry of housing, the Ministry of Finance issued "notice concerning Improving the staff housing provident fund account deposit interest rate formation mechanism. The Ministry of Finance issued the" notice on the adjustment of taxes, real estate transactions business tax preferential policies ". Surface of the capital, January new RMB loans hit a record high of 2 trillion and 510 billion, the scale of social financing reached a record 3 trillion and 420 billion, showing the central bank monetary policy easing is also accelerating. Some analysts said the capacity to inventory, steady growth, pro investment policies intensive introduction, although the policy focus and the 2009 "four trillion" stimulus is different, but the degree of policy easing has been somewhat similar. The introduction of these policies and measures, to a large extent, strengthened the market expectations and improved the market confidence. Institutional monitoring data show that in February 21st, East leading steel price policy introduced in late February, Shagang, and transit of Wing Steel Factory raised 50 yuan tons, wire, plate price increase 30 yuan per ton, mills on the market outlook on the pre show

钢价涨势有望延续|房地产|线材|钢材_新浪财经_新浪网 热点栏目 资金流向 千股千评 个股诊断 最新评级 模拟交易 客户端   □本报记者 官平   受近期宏观层面各项利好政策密集出台的影响,钢价上涨势头强劲。业内人士表示,宏观政策层面针对钢铁的去产能以及针对房地产的去库存政策,对钢铁供需两端均形成利好;央行信贷大幅宽松,行业资金面有望出现改善;市场库存及钢厂库存大幅低于去年同期,供应压力不大;钢厂出厂价格上调以及原材料价格的上涨,成本对钢价支持加强。在多重利好推动下,国内钢价上涨的趋势将有望延续。   据钢铁现货交易平台——西本新干线综合库存监测数据显示,截至2月19日,全国35个主要市场螺纹钢库存量为5867万吨,增加77.9万吨,增幅为15.31%;从全国线材、螺纹钢、热轧板卷、冷轧板卷、中厚板五大品种库存总量来看,全国综合库存总量为1210.3万吨,增加126.6万吨,增幅为11.68%。   西本新干线高级研究员邱跃成表示,上周国内钢市需求仍未实质启动,全国钢材库存继续大幅攀升,不过目前的库存水平较去年同期仍降低11.79%,市场库存主要集中在钢厂以及大代理商手中,中小贸易商库存量普遍不多。随着元宵节后工地开工的增多,终端需求将逐步释放,3月份以后国内钢市库存将有望转入下降通道。   春节前,国务院连续出台钢铁及煤炭行业化解产能过剩实现脱困发展意见,央行、银监会发布下调房贷首付比例的新政。春节后央行、银监会等八部门发布金融支持工业稳增长调结构增效益的若干意见,财政部发布财政资金注资政府投资基金支持产业发展的指导意见,央行、住建部、财政部印发《关于完善职工住房公积金账户存款利率形成机制的通知》,财政部发布《关于调整房地产交易环节契税、营业税优惠政策的通知》。   资金面上,1月份新增人民币贷款创下2.51万亿的历史新高,社会融资规模也达到了创纪录的3.42万亿,显示央行货币政策也在加速宽松。一些分析师表示,各项去产能、去库存、稳增长、促投资的政策密集出台,政策着力点尽管和2009年“四万亿”刺激政策不同,但政策宽松程度已有几分相似。这些政策措施的出台,极大程度上强化了市场预期,提升了市场信心。   机构监测数据显示,2月21日,华东主导钢厂出台2月下旬价格政策,沙钢、永钢、中天均对螺纹钢出厂上调50元 吨,线材、盘螺出厂价格上调30元 吨,显示钢厂对后市预期较为乐观。而唐山地区钢坯价格在双休日期间大幅上涨80元 吨,普碳钢坯出厂价格为1720元 吨,较春节前的1540元 吨已累计上涨180元 吨。原料价格的上涨以及钢厂出厂价格的上调,将进一步提升市场预期,对钢价涨势形成助推作用。   业内人士认为,当前国内钢厂开工率依然维持低位,国内市场和钢厂库存明显低于去年同期水平。随着元宵节过后终端需求的启动,市场供需形势将有望进一步得到改善。而春节前后各项去产能、去库存、稳增长政策密集出台,对市场信心形成明显提振,市场看涨氛围浓厚,预计钢价短期上涨势头将持续。 进入【新浪财经股吧】讨论相关的主题文章: