1. Production
Latest Weekly Production
| Product | Date | Latest | WoW | YTD | YTD YoY | Quantile |
|---|---|---|---|---|---|---|
| REBAR | 2024-04-19 | 2,179 | 3.77% | 34,554 | -20.96% | 3.6 |
| WIRE | 2024-04-19 | 809 | -2.16% | 13,517 | -29.72% | 1.8 |
| HRC | 2024-04-19 | 3,232 | 0.57% | 50,173 | 1.66% | 60.6 |
| PLATE | 2024-04-19 | 1,528 | -2.03% | 23,696 | 4.15% | 91.3 |
| CRC | 2024-04-19 | 858 | -0.61% | 13,435 | 3.92% | 93.1 |
| LONG | 2024-04-19 | 2,988 | 2.09% | 48,071 | -23.63% | 3.2 |
| SHORT | 2024-04-19 | 5,617 | -0.33% | 87,304 | 2.67% | 96.4 |
| TOTAL | 2024-04-19 | 8,605 | 0.50% | 135,375 | -8.52% | 5.8 |
Total
Long
Short
Rebar
Wire
HRC
CRC
Plate
2. Consumption
Latest Weekly Consumption
| Product | Date | Latest | WoW | YTD | YTD YoY | Quantile |
|---|---|---|---|---|---|---|
| REBAR | 2024-04-19 | 2,816 | -1.75% | 30,318 | -22.26% | 29.8 |
| WIRE | 2024-04-19 | 1,074 | 0.87% | 12,802 | -27.57% | 18.1 |
| HRC | 2024-04-19 | 3,255 | -0.65% | 49,044 | 0.35% | 64.6 |
| PLATE | 2024-04-19 | 1,565 | 1.60% | 23,260 | 1.54% | 96.8 |
| CRC | 2024-04-19 | 887 | -0.96% | 12,992 | 0.71% | 97.5 |
| LONG | 2024-04-19 | 3,890 | -1.04% | 43,120 | -23.92% | 24.7 |
| SHORT | 2024-04-19 | 5,706 | -0.09% | 85,297 | 0.73% | 96.4 |
| TOTAL | 2024-04-19 | 9,596 | -0.48% | 128,417 | -9.15% | 36.7 |
Total
Long
Short
Rebar
Wire
HRC
CRC
Plate
3. Stock
Lastest Weekly Stock
Total Stock
| Product | Date | Latest | WoW | YoY | Quantile |
|---|---|---|---|---|---|
| REBAR | 2024-04-19 | 10,148 | -5.91% | -2.46% | 54.7 |
| WIRE | 2024-04-19 | 1,873 | -12.41% | -33.54% | 31.2 |
| HRC | 2024-04-19 | 4,179 | -0.55% | 25.56% | 90.6 |
| PLATE | 2024-04-19 | 2,289 | -1.58% | 31.37% | 92.0 |
| CRC | 2024-04-19 | 1,852 | -1.54% | 16.82% | 92.0 |
| LONG | 2024-04-19 | 12,021 | -6.98% | -9.08% | 52.9 |
| SHORT | 2024-04-19 | 8,319 | -1.06% | 25.00% | 91.7 |
| TOTAL | 2024-04-19 | 20,340 | -4.65% | 2.33% | 59.1 |
Mill Stock
| Product | Date | Latest | WoW | YoY | Quantile |
|---|---|---|---|---|---|
| REBAR | 2024-04-19 | 2,599 | -7.86% | -3.36% | 48.6 |
| WIRE | 2024-04-19 | 803 | -15.68% | -24.93% | 59.1 |
| HRC | 2024-04-19 | 880 | 0.16% | -1.53% | 31.5 |
| PLATE | 2024-04-19 | 758 | -0.52% | 6.04% | 40.9 |
| CRC | 2024-04-19 | 384 | -3.52% | 14.84% | 76.8 |
| LONG | 2024-04-19 | 3,403 | -9.84% | -9.50% | 50.0 |
| SHORT | 2024-04-19 | 2,022 | -0.81% | 4.07% | 49.6 |
| TOTAL | 2024-04-19 | 5,425 | -6.67% | -4.88% | 50.4 |
Total
Total
Mill
Long
Total
Mill
Short
Total
Mill
Rebar
Total
Mill
Wire
Total
Mill
HRC
Total
Mill
CRC
Total
Mill
Plate
Total
Mill
Stock Days
Total
Long
Short
Rebar
Wire
HRC
CRC
Plate
4. Export Margin
5. Blast Furnance Margin
Latest Margin
| 2024-04-18 | 2024-04-11 | +/- | |
|---|---|---|---|
| Rebar Price | 3,730 | 3,580 | 150 |
| Rebar Cash Cost | 3,501 | 3,386.4 | 114.5 |
| - SG&A | 120 | 120 | 0 |
| - Rebar Manufacturing Cost | 2,992 | 2,890.7 | 101.4 |
| – Rolling Fee | 150 | 150 | 0 |
| – Processing Fee | 153 | 153 | 0 |
| – Fe Cost | 2,261.6 | 2,159.1 | 102.5 |
| – Scrap Cost | 313.8 | 316.2 | -2.4 |
| – Alloy Cost | 113.6 | 112.3 | 1.2 |
| - VAT | 389 | 375.8 | 13.2 |
| Rebar Cash Margin | 229 | 193.6 | 35.5 |
Historical Trend
Seasonal
Non-Seasonal
6. EAF Margin
Latest EAF Margin
| Region | Date | Average | +/- | Peak | +/- | Flat | +/- | Valley | +/- |
|---|---|---|---|---|---|---|---|---|---|
| China | 2024-04-17 | -106 | 30 | -215 | 21 | -112 | 28 | 8 | 39 |
| Northchina | 2024-04-17 | -92 | 61 | -197 | 61 | -92 | 61 | 13 | 61 |
| Eastchina | 2024-04-17 | -159 | 8 | -287 | 8 | -172 | 8 | -17 | 8 |
| Southchina | 2024-04-17 | -82 | 70 | -204 | 71 | -69 | 70 | 28 | 71 |
| Centralchina | 2024-04-17 | -137 | 57 | -262 | 57 | -146 | 57 | -4 | 56 |
Social Stock