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据一钢物贸“社会库存数据统计分析小组”对2008年4月10日上海市场31个社会库存统计分析,现状呈现以下特点:
1、总体库存减少2万吨。
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2、二级、三级钢库存分别减少1.4万吨和0.6万吨。
从比例上来看:二级、三级比例基本持平。且符合2:1的消耗比。
|
牌号
|
绝对值
|
相对值
|
|
402
|
410
|
增减
|
402
|
410
|
增减
|
|
HRB335
|
216418
|
202595
|
-13823
|
65.68%
|
65.47%
|
-0.21%
|
|
HRB400
|
113073
|
106842
|
-6231
|
34.32%
|
34.53%
|
0.21%
|
|
总计
|
329491
|
309437
|
-20054
|
100.00%
|
100.00%
|
0.00%
|
3、类别间价格差适当减小
|
|
绝对值
|
相对值
|
|
类别
|
402
|
410
|
增减
|
402
|
410
|
增减
|
|
一类
|
49034
|
45101
|
-3933
|
14.88%
|
14.58%
|
-0.31%
|
|
二类
|
149288
|
146030
|
-3258
|
45.31%
|
47.19%
|
1.88%
|
|
三类
|
131169
|
118306
|
-12863
|
39.81%
|
38.23%
|
-1.58%
|
|
总计
|
329491
|
309437
|
-20054
|
100.00%
|
100.00%
|
0.00%
|
4、部分规格比例增加较明显
|
牌号
|
规格
|
绝对值
|
相对值
|
|
402
|
410
|
增减
|
402
|
410
|
增减
|
|
HRB335
|
12
|
28617
|
18573
|
-10044
|
8.7%
|
6.00%
|
-2.68%
|
|
14
|
21651
|
17067
|
-4584
|
6.6%
|
5.52%
|
-1.06%
|
|
32
|
12740
|
10711
|
-2029
|
3.9%
|
3.46%
|
-0.41%
|
|
28
|
12953
|
10950
|
-2003
|
3.9%
|
3.54%
|
-0.39%
|
|
10
|
9700
|
8696
|
-1004
|
2.9%
|
2.81%
|
-0.13%
|
|
18
|
24268
|
22543
|
-1725
|
7.4%
|
7.29%
|
-0.08%
|
|
22
|
20193
|
18936
|
-1257
|
6.1%
|
6.12%
|
-0.01%
|
|
36
|
25
|
25
|
0
|
0.0%
|
0.01%
|
0.00%
|
|
16
|
28170
|
29733
|
1563
|
8.5%
|
9.61%
|
1.06%
|
|
20
|
23366
|
25616
|
2250
|
7.1%
|
8.28%
|
1.19%
|
|
25
|
34735
|
39745
|
5010
|
10.5%
|
12.84%
|
2.30%
|
|
HRB335 汇总
|
|
216418
|
202595
|
-13823
|
65.7%
|
65.47%
|
-0.21%
|
(1)二级钢12、14所占比例较上期统计减少较明显。
25、20所占比例较上期统计增加较明显
|
牌号
|
规格
|
绝对值
|
相对值
|
|
402
|
410
|
增减
|
402
|
410
|
增减
|
|
HRB400
|
25
|
28239
|
22329
|
-5910
|
8.6%
|
7.22%
|
-1.35%
|
|
22
|
15545
|
12592
|
-2953
|
4.7%
|
4.07%
|
-0.65%
|
|
40
|
1051
|
51
|
-1000
|
0.3%
|
0.02%
|
-0.30%
|
|
32
|
10919
|
9650
|
-1269
|
3.3%
|
3.12%
|
-0.20%
|
|
10
|
2317
|
1899
|
-418
|
0.7%
|
0.61%
|
-0.09%
|
|
36
|
450
|
501
|
51
|
0.1%
|
0.16%
|
0.03%
|
|
14
|
5457
|
5365
|
-92
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1.7%
|
1.73%
|
0.08%
|
|
18
|
9754
|
9411
|
-343
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3.0%
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3.04%
|
0.08%
|
|
12
|
5490
|
5637
|
147
|
1.7%
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1.82%
|
0.16%
|
|
16
|
11380
|
11278
|
-102
|
3.5%
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3.64%
|
0.19%
|
|
28
|
9891
|
10629
|
738
|
3.0%
|
3.43%
|
0.43%
|
|
20
|
12580
|
17500
|
4920
|
3.8%
|
5.66%
|
1.84%
|
|
HRB400 汇总
|
|
113072
|
106842
|
-6230
|
34.3%
|
34.53%
|
0.21%
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|
总计
|
|
329490
|
309437
|
-20053
|
100.0%
|
100.00%
|
0.00%
|
(1)三级钢25所占比例较上期统计减少较明显。
20所占比例较上期统计增加较明显。
5、水运资源减少明显
|
运输方式
|
402
|
410
|
增减
|
|
水运
|
233077
|
199852
|
-33225
|
|
就地
|
15605
|
11959
|
-3646
|
|
汽运
|
1845
|
1305
|
-540
|
|
铁运
|
78964
|
96321
|
17357
|
|
总计
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329491
|
309437
|
-20054
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6、库存规格比例中,比例平衡的规格少
|
牌号
|
规格
|
402
|
410
|
增减
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历史消耗比
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比例失衡率
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HRB335
|
10
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2.9%
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2.81%
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-0.13%
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8.00%
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-64.87%
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|
32
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3.9%
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3.46%
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-0.41%
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8.00%
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-56.73%
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|
28
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3.9%
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3.54%
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-0.39%
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7.00%
|
-49.45%
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|
12
|
8.7%
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6.00%
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-2.68%
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6.00%
|
0.04%
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|
20
|
7.1%
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8.28%
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1.19%
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7.00%
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18.26%
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|
16
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8.5%
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9.61%
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1.06%
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8.00%
|
20.11%
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|
14
|
6.6%
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5.52%
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-1.06%
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4.00%
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37.89%
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|
25
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10.5%
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12.84%
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2.30%
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9.00%
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42.71%
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|
22
|
6.1%
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6.12%
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-0.01%
|
4.00%
|
52.99%
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|
18
|
7.4%
|
7.29%
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-0.08%
|
4.00%
|
82.13%
|
|
36
|
0.0%
|
0.01%
|
0.00%
|
0.00%
|
|
|
HRB335 汇总
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|
65.7%
|
65.47%
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-0.21%
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65.00%
|
0.73%
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二级钢
(1)失衡率为0.73%,基本正常。
(2)18、22、25正失衡率较大,这些规格库存比例较大。
(3)10、32、28负失衡率较大,这些规格库存比例偏小。
|
牌号
|
规格
|
402
|
410
|
增减
|
历史消耗比
|
比例失衡率
|
|
HRB400
|
40
|
0.3%
|
0.02%
|
-0.30%
|
1.00%
|
-98.35%
|
|
36
|
0.1%
|
0.16%
|
0.03%
|
1.00%
|
-83.81%
|
|
10
|
0.7%
|
0.61%
|
-0.09%
|
1.00%
|
-38.63%
|
|
25
|
8.6%
|
7.22%
|
-1.35%
|
10.00%
|
-27.84%
|
|
32
|
3.3%
|
3.12%
|
-0.20%
|
4.00%
|
-22.04%
|
|
28
|
3.0%
|
3.43%
|
0.43%
|
4.00%
|
-14.13%
|
|
12
|
1.7%
|
1.82%
|
0.16%
|
2.00%
|
-8.92%
|
|
22
|
4.7%
|
4.07%
|
-0.65%
|
3.00%
|
35.64%
|
|
20
|
3.8%
|
5.66%
|
1.84%
|
4.00%
|
41.39%
|
|
18
|
3.0%
|
3.04%
|
0.08%
|
2.00%
|
52.07%
|
|
14
|
1.7%
|
1.73%
|
0.08%
|
1.00%
|
73.38%
|
|
16
|
3.5%
|
3.64%
|
0.19%
|
2.00%
|
82.23%
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|
HRB400 汇总
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34.3%
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34.53%
|
0.21%
|
35.00%
|
-1.35%
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|
总计
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|
100.0%
|
100.00%
|
0.00%
|
100.00%
|
0.00%
|
三级钢
(1)失衡率为1.35%,较二级钢比例略少,但基本正常。
(2)16、14、18、20、22正失衡率较大,这些规格库存比例较大。
(3)40、36、10、25、32负失衡率较大,这些规格库存比例偏小。
7、增减明显的产地
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产地
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402
|
410
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增减
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四平红嘴
|
1591
|
5300
|
3709
|
|
长治
|
5590
|
8230
|
2640
|
|
中天
|
17793
|
19943
|
2150
|
|
沪宝
|
22400
|
20350
|
-2050
|
|
石横
|
5720
|
3370
|
-2350
|
|
海鑫
|
19170
|
16805
|
-2365
|
|
一钢
|
14615
|
12065
|
-2550
|
|
崇明江口
|
6112
|
3380
|
-2732
|
|
山东西王
|
4200
|
1315
|
-2885
|
|
申特
|
60327
|
56510
|
-3817
|
|
日照
|
28400
|
23400
|
-5000
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总结:1、库存减少。
2、二级、三级所占比例基本正常。
3、各规格所占比例失衡。
(版权声明:本文为作者个人观点,与本网站无关)
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