焊管市场短期内涨幅较大“高烧”也有消退

宏观热点Macroscopical hot spot1、万亿地方专项债发行提速 下月底前将完成年度新增发行量80%以上。今年地方政府债券(以下简称地方债券)发行进度不受季度均衡要求限制，各地至9月底累计完成新增专项债券发行比例原则上不得低于80%。1, the issuance of trillions of local special debt will be speeded up by the end of next month, and the annual new issuance will be more than 80%. This year's local government bonds (hereinafter referred to as local bonds) issuance progress is not subject to quarterly equilibrium requirements, the cumulative completion of new special bond issuance by the end of September in principle should not be less than 80%.2、高房价挤出日常消费：消费增速连续4月低于10%。统计局数据显示，7月份，社会消费品零售总额30734亿元，同比增长8.8%，增速比上月回落0.2个百分点，增速连续4月低于10%。这再度引发消费是否降级的讨论。2, high housing prices crowd out daily consumption: consumption growth rate is lower than 10% in April. According to the statistics bureau, the total retail sales volume of consumer goods in July was 3073.4 billion yuan, up 8.8% year-on-year. The growth rate dropped 0.2 percentage points from the previous month, and the growth rate was less than 10% in April. This once again triggered a discussion of whether consumption is downgraded.3、哈铁计划将2018年煤炭运输量提高3.4%。哈铁计划今年煤炭运输量超过1.06亿吨，其中用于7190万吨国内消费，3460万吨用于出口。据哈铁数据，今年1-6月，哈铁煤炭运输量已超过5600万吨。3, Harbin plans to increase the volume of coal transportation in 2018 by 3.4%. Harbin Railway plans to transport more than 106 million tons of coal this year, including 71.9 million tons for domestic consumption and 34.6 million tons for export. According to Harbin data, in the 1-6 month of this year, the transport volume of the iron ore has exceeded 56 million tons.原材料Raw material钢坯：15日唐山钢坯稳报4000，钢厂直发成交顺畅，目前唐山及周边部分普方坯含税出厂4000元/吨，含税出厂，迁安主流钢厂稳报4000，商家裸价3660，周边其他市场价格整体以稳为主。Billet: Tangshan billet steady report on the 15th 4000, the steel factory direct transaction smooth, Tangshan and the surrounding parts of the billet containing tax out of 4000 yuan / ton, including tax out of the factory, Qian'an mainstream steel factory stable report 4000, merchants bare price 3660, the surrounding other market prices as a whole to stabilize the main.铁矿：15日国内铁矿石现货报盘开启回调。进口矿部分，昨晚普指跌1.25，现62%指数67.5美元/吨。钢材各品种现货成交缩量明显，外矿 也不例外，在连铁转弱之后，本来就恐高的市场犹如惊弓之鸟，立刻停止拿货观望四起。目前钢厂询盘采购都很一般，热度不及周初;矿商报盘也开始小幅让利。美 金资源方面，价格继续小幅下跌，不仅矿商成交不佳，就连矿山平台都有点卖不动货的意思。Iron ore: 15 domestic iron ore spot offer opened callback. The import sector dropped 1.25 last night, and now the 62% index is 67.5 US dollars / ton. All kinds of steel spot turnover shrinkage is obvious, foreign mines are no exception, even after the iron weakening, the already feared high market like a bird in the panic, immediately stop taking goods to watch around. At present, the procurement of steel enquiries is very general, and the heat is less than the beginning of the week. As for US dollar resources, prices continued to fall slightly, not only did the miners fail to make good deals, but even the mining platforms were a bit of a sell-off.废钢：15日全国废钢以稳为主，个别地区小幅调整。跟踪报价的245家钢企中，上涨钢企10家，涨幅20-50不等，主要集中在山西、河北、广西及陕西地区;下跌钢厂4家，跌幅20-50不等，主要集中在西南地区。Scrap steel: on the 15 day, the national scrap steel is mainly stable, and some areas are slightly adjusted. Of the 245 steel companies that followed the quotation, 10 rose, with an increase of 20-50, mainly in Shanxi, Hebei, Guangxi and Shaanxi; 4 fell, with a decrease of 20-50, mainly in the southwest.钢材现货Steel spot建筑钢材：稳中上涨。全国24个主要市场螺纹钢 20mm HRB400E平均价格4491元/吨,较上个交易日上涨9元/吨。11个城市上调30-50元。Construction steel: steadily rising. The average price of 20 mm HRB400E rebar in 24 major markets in China is 4 491 yuan per ton, up 9 yuan per ton from the previous trading day. The 11 cities increased by 30-50 yuan.热轧板卷：价格回落。全国24个主要市场4.75 热轧板卷平均价格4339元/吨,较上个交易日下调4元/吨。8个城市价格下调20-30元。Hot rolled coil: price drop. The average price of 4.75 hot-rolled coil in the 24 main markets of the country is 4339 yuan / ton, which is 4 yuan / ton lower than the previous trading day. The price of 8 cities was reduced by 20-30 yuan.中厚板：稳中个调。全国22个主要市场14-20mm 低合金中板平均价格4642元/吨,较上个交易日价格相同。19个城市价格维稳。Medium and heavy plate: stable and medium tune. The average price of 14-20mm low alloy medium plate in 22 major markets in China is 4642 yuan/ton, which is the same as the price on the previous trading day. The 19 cities are stable in price.期货方面Futures今日螺纹钢主力合约1810收4345涨4，今日收盘价格上涨0.09%，今日盘中最高4366，最低4326，结算价4344，成交量 1400662，持仓量1861256。螺纹1810合约偏强震荡。唐山普方坯出厂报4000元/吨，环比持平。今日生态环境保护部公布7月的169城市 空气质量排名，唐山延续排名垫底的尴尬局面，根据7月20日唐山市政府的空气污染减排攻坚方案，限产时间延续至8月31日。库存重心下行，操作上建议多单 持有。Today's main rebar contract of 1810 closed 4345 up 4, closing price rose 0.09%, today's high 4366, the lowest 4326, settlement price 4344, turnover 1400662, position 1861256. Thread 1810 contract strong shocks. Tangshan Pu billet factory reported 4000 yuan / ton, the ring is flat. Today, the Ministry of Eco-environmental Protection announced the 169 cities'air quality ranking in July, and Tangshan continued to rank the bottom of the embarrassing situation. According to the air pollution abatement plan of Tangshan municipal government on July 20, the production limit was extended to August 31. The focus of the inventory is downward, and the operation is recommended to hold more. 方管