Iron and steel PMI refracts the overall situation of the iron and steel industry to the better
发布时间:[2018-3-6 8:35:9] 浏览量:2219次
In July, PMI steel was 54.9%, an increase of 0.8 percentage points, continue to maintain the trend accelerated in the line ups and downs. Among the indexes, the new order index was 63.1%, the ring ratio rose by 4.7 percentage points, the new export order index was 49.8%, and the ring ratio rose by 3.6 percentage points. This indicates that with the end of June, "steel" clearing, July domestic consumption is expected to rebound in June, domestic demand is expected to significantly better than expected foreign demand. The production index was 58.1%, and the ring fell by 0.5 percentage points, indicating that the production pace of steel production enterprises was slowing down. The purchasing volume index related to production was 57.3%, and the ring ratio increased by 5 percentage points. The stock index of raw materials was 49.3%, and the ring rose by 1.3 percentage points. The purchase price index was 60.5%, and the ring rose by 10 percentage points. The import index of raw materials was 52.2%, and the ring ratio increased by 1.7 percentage points. The above situation shows that iron and steel enterprises have increased the frequency of procurement activities, and appropriately replenishment of raw materials inventory, but the price of upstream raw materials has increased significantly, which has squeezed profits in the steel industry. The inventory index of finished products was 41.6%, and the ring ratio decreased by 0.5 percentage points, indicating that the steel enterprises' inventory measures had better effect and the stock was in low position.
In July, PMI steel reflects the steel industry situation continues to improve, but need to be reminded of the iron and steel enterprises pay attention to: first, clean up the land of steel on the downstream industry caused by the tight supply of expectations, those expectations will eventually form the actual demand of stable downstream industry remains to be seen, the iron and steel enterprises should not blindly expand production; second, upstream raw material prices rose too fast, the extrusion of the steel industry profit margins, need attention.
In July, the manufacturing industry PMI was 51.4%, the growth rate was 1.5 percentage points faster than the same period, and the ring fell by 0.3 percentage points. The July manufacturing PMI fell in line ups and downs chain, but still expanding range of operation, indicating that manufacturing activity is still high.
In the main sub index of the manufacturing PMI index, the production index was 53.5%, and the ring ratio fell by 0.9 percentage points. The new order index was 52.8%, and the ring fell by 0.3 percentage points. The new export order index was 50.9%, and the ring fell by 1.1 percentage points. In the hand order index, the index is 46.3%, and the ring ratio is down by 0.9 percentage points. The inventory index of finished products was 46.1%, and the ring ratio decreased by 0.2 percentage points. The stock index of raw materials was 48.5%, and the ring ratio decreased by 0.1 percentage points. The purchasing volume index was 52.7%, and the ring ratio rose by 0.2 percentage points. The purchase price index of the main raw materials was 57.9%, and the ring ratio rose by 7.5 percentage points.
From the demand perspective, the new orders index, new export orders, orders in hand index in June showed a trend of decline, the index of orders in hand in line ups and downs fell, on the whole, the demand side is expected to decline compared with the June.
From the supply perspective, the production index fell, the rate of decline is greater than the same period of the new orders index and new export orders index fell, finished goods inventory index in line ups and downs a rise, indicating that manufacturing enterprises adapt to the demand is expected to decline, adjust the production rhythm, and through to the inventory of finished goods inventory that measures the backlog is also expected to decline. The purchase price index of the main raw materials rebounded by 7.5 percentage points, indicating that the price of the products in the upstream raw material industry kept rising. The stock index of raw materials decreased by 0.1 percentage points, and the purchasing index was 0.2 percentage points. This indicates that the production activity remained in the online ups and downs, resulting in raw materials inventory index fell in June, but by the impact of raw material prices, corporate purchasing activity has not increased significantly, the enterprise only replenishment necessary.
