Before the two sessions of China this year,the macro policies,funding, and industry resumption of production are expected to be good.At the same time,the Tangshan region implementation of strict environmental protection and production restrictions has formed a good expectation for the rise of steel prices.From the perspective of the price cycle, 2013-2015 was in a supply-demand mismatch cycle, steel prices continued to be weak,and steel prices showed a slight downward trend before and after the two sessions;2016 was the first year of supply-side reforms in the steel industry and the elimination of outdated production capacity.The price fluctuated greatly.The prices of the two sessions showed an oversold rebound that year,the largest increase in recent years; the price of 2017-2018 was in the year of the steel industry de-capacity dividend cycle,and the price of steel rose more obviously.During the two sessions,the supply side reforms, de-capacity,Topics such as environmental protection production restrictions in 2+26 cities have been hotly discussed,and price fluctuations are also more obvious;supply-side reforms and elimination of outdated production capacity in 2019-2020 have achieved phased results,environmental protection and heating season production restrictions,mergers and reorganizations of iron and steel companies,and the new crown epidemic have become Before and after the two sessions,the market focused on hot spots,and all varieties rose before the two sessions.Comparing the price trend over the years,the price performance around the two sessions in 2021 is similar to that around 2017.Although this year absolute price is at the highest level before and after the two sessions,the price increase is not inferior to the same period in previous years,of which rebar rose by 6.52 %,second only to 2016 and 2017,wire rod rose 7.46%,the highest in history,hot coil rose 4.63%,second only to 2016,2020,medium board rose 6.82%,second only to 2016,cold coil rose 5.32% ,Second only to 2020,it can be said that all varieties have risen unexpectedly.
From the perspective of short-term price fluctuation cycles,the price cycle after the two sessions this year is still the most similar to that of 2017,which is a pattern of high price adjustments.Due to the short time period of the two sessions this year,there are fewer hot topics in the market than in previous years.After the two sessions,the prices of various products may continue to be adjusted at a high level and differentiated.However,if the Tangshan market production restriction policy can continue to be strictly implemented after the conference, raw materials will continue to be suppressed,the prices of finished materials will be supported,and the trend of raw materials and finished materials will become more differentiated.In addition,it is now during the post-holiday demand start-up period,the annual inventory may usher in the first inflection point of decline in the next few weeks,these factors will undoubtedly form a good support for steel prices in the middle and late March.Therefore,I personally believe that the fundamentals of steel will not change much for the time being, and it is expected that it will continue to be fulfilled, and the high fluctuations in steel prices will continue.We do not rule out the rebound after the high adjustment in March.
In the long run, steel is one of the industries with the highest carbon emissions in the manufacturing industry.The hot topics of the two sessions in 2021,carbon peak and carbon neutrality,are closely related to the steel industry.After the two sessions,these issues will still have a high degree of attention in the industry,and relevant departments and regions will even come up with relevant landing plans.Although my country crude steel output may continue to increase in 2021,and the steel industry may still be a few years away from carbon peak, this will be a key issue that the industry needs to pay attention to in the next few years.
Affected by the Focus on the steel price trend after the two sessions, the Optoelectronic materials market is changing rapidly. These changes are indicators of market growth. This year-on-year upward trend in the market indicates that the next November 2020-2026 will show an oval but steady growth. If you are looking for Optoelectronic materials or buy Optoelectronic materials in bulk, please send an email to: firstname.lastname@example.org
The price of Optoelectronic materials continues to be affected by factors such as market growth momentum, various opportunities and challenges. However, during the forecast period from 2020 to 2026, the global Optoelectronic materials sales market is expected to continue to be above average. The growth rate will continue to increase. It is expected that from today to next week, the price of Optoelectronic materials will increase to a certain extent.
Due to changes in consumer demand, import and export conditions, and various investigations on the development of Optoelectronic materials, the cost of Optoelectronic materials is constantly changing. Taking into account the current market macroeconomic parameters, value chain analysis, channel partners, demand and supply, the cost of Optoelectronic materials will also be affected to a certain extent. It is estimated that the cost of Optoelectronic materials will increase slightly from today to next week.
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