2013 domestic economy form good steel market is just around the corner

In the face of the strong rise in prices of raw materials such as foreign minerals, faced with the reversal of the steel price after the New Year's Day, facing the recklessness of the steel rebar, facing almost all industry losses in the domestic steel industry, I think merchants love and hate in their hearts. Intertwined. I hate to grasp the market and hate to stop the pace of rising foreign mining prices, but at the same time it is full of hope for steel prices to pick up. In any case, in 2013 we should all hope to move forward.

According to the preliminary summary calculations, under the implementation of a proactive fiscal policy tone, the budgets of the central and local budgets will increase substantially. Among them, the central budget funds, which are receiving much attention, are expected to increase by RMB 35 billion yuan on the basis of RMB 42.6 billion in 2012. In 2013, it reached 437.6 billion yuan, a year-on-year increase of 8.7%. In other words, the scale of investment in fixed assets is expected to reach 45 trillion yuan this year. In 2013, it will welcome the peak investment.

This year, the fixed asset investment is expected to reach 45 trillion yuan. In 2013, the central budget investment was mainly invested in affordable housing projects and urban infrastructure, “three rural issues”, social undertakings and social management, energy conservation and emission reduction, ecological environmental protection, independent innovation, and structural adjustment. , underdeveloped areas and other fields. Therefore, the construction of affordable housing projects is also a priority. It is understood that 59.1 billion yuan of funds will be allocated this year to continue to support the construction of low-rent housing and shantytown reconstruction.

In addition, infrastructure investment accounted for 22% of fixed assets investment, of which water conservancy, environment and public facilities management accounted for 8% of fixed-asset investment. In terms of major infrastructure construction, this year, the funds for the arrangement are 36.5 billion yuan, an increase of 5.4 billion yuan over the previous year. The funds are mainly used to support the construction of high-grade inland waterways such as the Western Railway, regional airports in the central and western regions, Tibet-incorporated highways, and the Yangtze River. It is understood that there is only one urban rail transit station in terms of infrastructure, and the consumption of rebar, wire rods, round steel and other construction steel reaches 10,000 tons. There are also a large number of excellent steels and special steels that are used in subway trains and vehicles. A large amount.

From the point of view of electricity consumption, the high daily energy output this year suggests that the recovery of the real economy will accelerate in 2013. The data shows that after the New Year's Day, the country's daily power generation continued to remain high. Among them, 15.13 billion kWh was reached on January 4 and exceeded the maximum power generation of 15.281 billion kWh on July 12, 2012. The slowdown in economic growth in 2012 caused the year-on-year growth in power generation volume to be lower than in the previous year. In 2013, various economic indicators such as power generation were satisfactory. It is expected that power demand will rebound strongly, which indicates that the economic trend is positive.

Generally speaking, the increase in fixed investment and the rebound in economic growth will have a certain supporting effect on the growth of the real economy. The market demand will be gradually released. From the upstream view of the steel market, domestic crude steel production remains slightly lower, in December. The average daily output of Sanshou remained slightly lower. Then, as the output remains stable and there is a demand for support to enter the market at a later stage, the recovery of the steel market is just around the corner. It can be seen that the steel market in 2013 is worth looking forward to.