Raw materials industry: Steel prices rebounded, chemical products prices slowed down

In July, the value added of the raw material industry increased by 9.9% year-on-year, with the growth rate falling by 3% year-on-year and by 1.2% from the previous month. From January to July, the added value of the raw material industry increased by 15%, which was 7.2% higher than the same period of last year; the same period in 2008 was the base period, and the average growth rate in the past two years from January to July was 11.3%.

Metallurgy: In July, the value added of the metallurgical industry increased by 7.5% year-on-year, 3.1 percentage points lower than the previous month. Crude steel production was 51.74 million tons, an increase of 2.2% year-on-year; average daily production was 1.67 million tons, which was a reduction of 120,000 tons from the previous month. From January to July, the added value of the metallurgical industry increased by 17.1% year-on-year, and the growth rate increased by 12.9 percentage points year-on-year; the output of crude steel reached 375 million tons, a year-on-year increase of 18.2%.

Steel imports and exports have all declined. According to customs statistics, in July, 4.55 million tons of steel were exported and 1.4 million tons of steel were imported, which was a decrease of 1.07 million tons and 70,000 tons respectively from the previous month; steel and billet imports and exports were equivalent to approximately 4.84 million tons of net exports of crude steel (previous year was The net import of 510,000 tons was 390,000 tons more than the previous month. From January to July, total steel exports amounted to 28.13 million tons, an increase of 152.1% year-on-year; imported steel was 9.83 million tons, a decrease of 0.4%.

Imports of iron ore rebounded and prices of ore powder continued to rise. In July, imported iron ore was 51.20 million tons, an increase of 4.03 million tons from the previous month. From January to July, 36.41 million tons of iron ore was imported, a year-on-year increase of 1.5%. At the end of July, the price of Indian iron ore fines of 63.5% in Qingdao Port was 1,120 yuan per ton, up 10 yuan per ton from the end of last month.

Steel prices rebounded. At the end of July, the comprehensive steel price index in the domestic market was 113.5, which was a drop of 1.2 points from the end of last month. However, after entering mid-July, the price of steel products rose again. By August 20, the domestic steel price index stood at 116.6 points, which was a 6 point increase from the low point in mid-July. According to statistics of the Iron and Steel Industry Association, at the end of July, the prices per metric ton of 6.5mm normal line and 10mm plate were 3977 yuan and 4,461 yuan respectively, down 1 yuan and 50 yuan from the previous month, and the price of 16mm rebar was 3984 yuan per ton. The monthly price rose by 19 yuan; the price per ton of 0.5mm hot-rolled sheet and 0.5mm cold-rolled sheet was 4,727 yuan and 5,409 yuan, respectively, a decrease of 0.9% and 3.3% from the previous month.

The steel market inventory has declined. According to statistics of the Iron and Steel Industry Association, on August 20, steel stocks in major cities across the country totaled 14.97 million tons, a decrease of 480,000 tons from the beginning of July. Among them, rebar and wire rod stocks were 5.73 million tons and 1.41 million tons, respectively, which was 620,000 tons and 300,000 tons less than the beginning of July; and the inventory of medium plate, hot-rolled plate and cold-rolled plate were 1.45 million tons and 4.91 million tons, respectively. 1.47 million tons, an increase of 110,000 tons, 280,000 tons and 50,000 tons compared to July.

Non-ferrous: In July, the non-ferrous metal industry increased by 12.1% year-on-year, 0.8 percentage points higher than the previous month. The output of ten non-ferrous metals was 2.66 million tons, a year-on-year increase of 15.8%; the average daily output was 85,900 tons, which was 4.4% lower than that in June and 0.6% lower than that in the second quarter; among which electrolytic copper and electrolytic aluminum production were 398,000 tons and 1.35 million respectively. t, an increase of 16% and 22.5% year-on-year, and the daily average output decreased by 8.7% and 6.9% respectively from June, and 7.9% and 5.5% respectively from the second quarter. From January to July, the value-added of nonferrous metals industry increased by 17.5%, which was 9.6 percentage points higher than the same period of last year; the output of ten non-ferrous metals reached 18.24 million tons, up 29.9%, of which the output of electrolytic copper and electrolytic aluminum were 2.72 million tons and 9.55 million tons respectively. The year-on-year increase was 19% and 41.9%; alumina production was 17.07 million tons, an increase of 41.4%.

Copper imports rebounded and aluminum imports continued to fall. In July, 34.3 million tons of unwrought copper and copper were imported, an increase of 15,000 tons from the previous month, but 25,000 tons lower than the monthly average of the previous seven months; imports of unwrought aluminum and aluminum were 67,000 tons, compared with the previous month. The reduction was 07,000 tons, which was 16,000 tons lower than the monthly average of the previous seven months. The import of alumina was 270,000 tons, an increase of 130,000 tons from the previous month and 104,000 tons lower than the monthly average of the previous seven months. From January to July, 2.57 million tons of unwrought copper and copper were imported, 587,000 tons of unwrought aluminum and aluminum were imported, and 2.62 million tons of imported alumina were imported, down 2.6%, 63.6%, and 20.4% year-on-year respectively. Increased by 75%, 193.9% and 17.5% respectively.

The price of major non-ferrous products rebounded. In July, the average monthly spot price of copper in the domestic market was 54,042 yuan/ton, up by 1,310 yuan from the previous month; the average spot price of aluminum was 14,760 yuan/ton, up by 331 yuan from the previous month. In terms of futures, July non-ferrous metal prices continued to oscillate upwards at the end of last month. On July 30, the three-month futures prices for copper, aluminum and zinc in the Shanghai market were 56280 yuan/ton, 15,460 yuan/ton and 16,305 yuan/ton, respectively, up 4480 yuan/ton, 680 yuan/ton, and 1695 yuan from the end of last month. /Ton.

Building materials: In July, the value-added of the building materials industry increased by 17.5% year-on-year, which was the same as that in June. According to statistics from China Federation of Building Materials, the cement output for the month was 164 million tons, an increase of 15.8% year-on-year and a decrease of 4.9% from the previous period; flat glass production was 51.25 million weight boxes, which was a year-on-year increase of 10.4% and a month-on-month decrease of 7.2%. From January to July, the value-added of the building materials industry increased by 19.9%; cement output was 1 billion tons, an increase of 15.6%; flat glass production was 374 million weight boxes, an increase of 16.2%.

Cement prices continued to pick up and flat glass prices fell back. According to statistics from the Federation of Building Materials Industry, the average ex-factory price of cement for key building materials companies in July was 294.1 yuan/ton, which was 0.6 yuan/ton lower than that of the previous month; the average ex-factory price of flat glass was 77.8 yuan/weight box, up 0.6 yuan/weight box from last month. . At the end of July, the cement stocks of key building materials enterprises totaled 16.52 million tons, a year-on-year increase of 9.6%; the inventory of flat glass was 15.76 million weight boxes, a decrease of 2.3%.

Chemicals: In July, the added value of the chemical industry increased by 12.6% year-on-year, with the growth rate down 2.1 percentage points year-on-year and 0.4 percentage point lower than that in June. From January to July, the added value of the chemical industry increased by 17.7% year-on-year, an acceleration of 8.3% year-on-year.

Ethylene production increased significantly, and soda ash and caustic soda production continued to decline. In July, ethylene production reached 1.166 million tons, an increase of 33.6% year-on-year, an increase of 12% from the previous month and an increase of 10.2% from the average of the second quarter. Caustic soda production increased by 6.7% year-on-year, while soda ash production fell by 1.9% year-on-year, and was 1.9% and 9.4% lower than the monthly average in the second quarter. Sulfuric acid and hydrochloric acid production increased by 24.9% and 13.6% respectively year-on-year, and increased by 2% and 0.6% respectively from the monthly average in the second quarter.

The fertilizer production situation is sluggish and the production of pesticides has continued to decline. In July, fertilizer production decreased by 0.1% year-on-year, a decrease of 7.4% from the previous month and a decrease of 6.5% from the average of the second quarter. Affected by the natural gas price increase from June 1st (factory base price increased by 0.23 yuan per cubic meter), the cost pressure for natural gas-based chemical companies, especially for gas-headed urea companies, is relatively high. The initial estimate is that urea production will be fully costed. The increase of about 280 yuan to 1800 yuan, while the average domestic ex-factory price of urea in June was only 1,500 yuan / ton. In the same month, the output of pesticides increased by 29.4% year-on-year (down 0.7% year-on-year in the same period of last year), a decrease of 9.5% from the previous month and a decrease of 9.8% from the monthly average of the second quarter.

The prices of major chemical products continued to fall, but the decline has slowed. Among the 68 chemical products monitored by China Chemical Network, there were 25 species that accounted for the upward trend in the current month, accounting for 37%, and there were 30 species that accounted for the downward trend, accounting for 44%, and there were 13 types that maintained stable, accounting for 19%.

According to the China Logistics Information Center, in July, the average price of the major chemical products market fell by 2.1% in the chain, a decrease of 2 percentage points from the previous month. Affected by the increase in market supply and changes in international oil prices, the prices of natural rubber and synthetic rubber fell by 1.7% and 2.5% respectively over the previous period; polyethylene and polyvinyl chloride fell by 3.9% and 2.3% respectively; polyester chips decreased by 1.8%; pure benzene , Toluene decreased by 0.4% and 2.5% respectively. The prices of inorganic chemical products such as "triacids and alkalis" decreased more, while the prices of sulfuric acid and caustic soda fell by 2.4% and 0.5% respectively.

From January to July, the added value of the chemical industry increased by 17.7% year-on-year, an acceleration of 8.3% year-on-year.

Equipment Industry: Exports keep picking up, stable production of investment products

In July, the value-added of the equipment industry increased by 18.3%, and the growth rate accelerated by 2.4 percentage points year-on-year, 0.6 percentage points lower than the previous month. Among them, general and special equipment manufacturing industry increased by 21% and 20.6% respectively, the growth rate was 1.3% and 1.2% faster than last month; the transportation equipment manufacturing industry increased by 15.9%, which was 3.1% lower than last month; instrumentation and cultural office Equipment manufacturing grew by 19.7%, unchanged from the previous month. From January to July, the added value of the equipment industry increased by 22.7%, an increase of 12.6 percentage points year-on-year.

Exports maintained a good upward trend. From January to July, the value of export delivery of the equipment industry increased by 29.4% year-on-year, an increase of 6.8% over the same period of 2008; of these, the growth rate in July was 32%, which was 4.8 percentage points lower than the previous month.

According to customs statistics, from July to July, exports of machinery and electronic products totaled US$500.7 billion, a year-on-year increase of 36.2%.

Most investment products are basically stable. In July, the output of excavators and loaders increased by 109.6% and 65.8% year-on-year, the output of compaction machinery increased by 249.7% year-on-year; the output of cement, oil refining and chemical special equipment increased by 20.9% and 7.9% respectively; metal forming machine tools, metal cutting machine tools The year-on-year increase of 6.3% and 34% respectively. From January to July, the output of excavators, loaders, and compaction machinery increased by 69.7%, 55.6%, and 101.7% year-on-year; the output of cement, oil refining, and chemical special equipment increased by 59.2% and 46.8%, respectively; metal forming machine tools and metal cutting machine tools. The year-on-year increase of 29% and 25.4% respectively.

Car production and sales continue to fall. According to the statistics of China Association of Automobile Manufacturers, in July, the country’s auto production and sales volume were 1.29 million and 1.24 million, respectively, which were 15.7% and 14.4% year-on-year, respectively, and decreased by 7.5% and 11.9% respectively. From January to July, automobile production and sales volume reached 10.21 million units and 10.26 million units respectively, an increase of 43.6% and 42.7% year-on-year. The market share of passenger cars with 1.6 liters or less has fallen. In July, a total of 619,000 units of passenger vehicles with 1.6 liters and below were sold, an increase of 9.2% year-on-year and a decrease of 11.2% compared with the previous period.

Shipbuilding industry continues to grow. From January to July, the country completed a total shipbuilding volume of 35.20 million dwt, an increase of 87.4% year-on-year. The volume of orders for new vessels was 33.32 million dwt, which was 4.2 times of the new orders received during the same period of last year, of which new orders for orders reached 9.54 million dwt in July. As of the end of July, the number of handheld ship orders was 18.816 million dwt, which was basically the same as at the end of 2009. Shipbuilding completions, new orders received, and hand-held orders accounted for 40.3%, 48.7%, and 39.4% of the world market share, respectively.

With the increase in holdings, agricultural machinery production fell back. From January to July, the output of large-scale tractors decreased from a year-on-year increase of 24% to 4.8%; the output of medium-sized tractors increased 8.4% year-on-year, an increase of 22.9 percentage points year-on-year; the output of crop-harvesting machinery increased by 7.6% year-on-year, and the growth rate decreased by 16% year-on-year. Percentage points; machinery output of on-site operations has decreased from a year-on-year increase of 37.3% to a decrease of 4.4%.

Consumer goods industry: steady growth in home appliance production and sales

In July, the added value of consumer goods industry increased by 14.8%, which was 1.7 percentage points higher than that of the previous month and 3.4 percentage points higher than the same period of last year. The value of export delivery increased by 24.3%, which was a drop of 2.4 percentage points from the previous month. From January to July, the added value of consumer goods industry increased by 15%, which was 5.5 percentage points higher than the same period of last year. The same period in 2008 was taken as the base period. The average growth rate in the first two years from January to July was 12.2%; the export delivery value was up 22.2% year-on-year. The same period in 2008 increased by 10.8%.

Light Industry: In July, the value-added of light industry increased by 16.3% year-on-year, 1.5 percentage points higher than that of the previous month; the value of export delivery increased by 28.2% year-on-year, which was 1.8 percentage points lower than the previous month. From January to July, the value-added of light industry increased by 16.5%, which was 6.9 percentage points higher than the same period of last year; the value of export delivery increased by 24.5% year-on-year, and was 11.1% higher than the same period of 2008.

Food production grew steadily. The value added of the agricultural and non-staple food processing, food manufacturing, and beverage manufacturing industries increased by 13.3%, 15.9%, and 12.5% ​​year-on-year respectively, an acceleration of 1.1, 2.5, and 1.6 percentage points from the previous month. Among the main products, wheat flour increased by 20.4% year-on-year; beverages and soft drinks rose by 8.4% and 16.7% respectively year-on-year; meat and dairy products increased by 18% and 11.1% respectively.

The production and sales of home appliances have grown steadily. Of the 12 kinds of home appliance products monitored by the focus, there were 8 kinds of products growing more than 20% in the month, and the output of refrigerators, air conditioners and washing machines increased by 20%, 45.6% and 45.4% year-on-year respectively. From January to July, output of household refrigerators, air conditioners, and washing machines increased by 26.8%, 38.4%, and 36.9%, respectively. According to the statistics of the Ministry of Commerce, in July, the sales of home appliances to the countryside were 6.75 million units, and the sales amounted to 16 billion yuan, an increase of 58% and 82% year-on-year respectively. The sales top three products were refrigerators 6.7 billion yuan and color TVs 31 100 million yuan and 2.7 billion yuan in air conditioning.

Paper production maintained growth, and pulp import prices have risen sharply. In July, the output of machine-made paper and board increased by 7.4% year-on-year. The monthly average import price of pulp has continued to increase since June 2009. In July, the average import price of pulp was 8.67 million U.S. dollars per ton, an increase of 79.5% over the same period of last year and an increase of 5.3% from the previous month. Textile: In July, the value added of the textile industry increased by 11.2% year-on-year, 1.4 percentage points higher than that of the previous month; the value of export delivery increased by 17.5%, which was 1.5 percentage points lower than the previous month; the output of yarn, cloth and clothing was the same as that of the major products. Growth of 13.6%, 19.8%, and 14.5%, and chemical fiber growth of 11.2% year-on-year. From January to July, the added value of the textile industry increased by 12.1%, which was 3.6 percentage points higher than the same period of last year; the export delivery value increased by 16.5% year-on-year.

Domestic cotton and cotton yarn prices have come back down. In July, the price of domestic cotton price index (328) was RMB 18,229/ton, down by RMB 80/ton from the previous month and up 38.8% year-on-year. Qianqing market pure cotton yarn price is 27,000 yuan / ton, down 1500 yuan / ton from last month, an increase of 49.2%. The prices of polyester chips and polyester staple fibers decreased by 300 yuan/ton and 310 yuan/ton respectively from the end of last month; the price of polyester filaments rose by 1,400 yuan/ton from the previous month.

Electronic Manufacturing: Steady Growth in Export Delivery Value

In July, the value-added of electronics manufacturing increased by 13.8% year-on-year, which was a drop of 1.2% from the previous month. From January to July, the added value of the electronics industry increased by 19.3% year-on-year, with the same period in 2008 as the base period. The average growth rate from January to July in the past two years was 9.7% (the average growth rate in July was 9.8%). Among the main products, the output of microcomputer equipment increased by 33.5% from January to July, of which laptop computers increased by 35.2%; mobile phone output increased by 37.9%; integrated circuit output increased by 44.7%; color TV output increased by 11.1%, of which LCD TVs increased by 36.1%.

The export delivery value grew steadily. In July, the export delivery value of electronic manufacturing industry was 289.7 billion yuan, a year-on-year increase of 26.3%, and a month-on-month increase of 0.9%. Among the major products, IC exports increased by 48.3% year-on-year, color TV grew by 14.2%, and automatic data processing equipment increased by 30.3% year-on-year. From January to July, the export delivery value of electronics manufacturing increased by 29.3%, a 15.2% increase over the same period of 2008.

Energy Security: In July, the output of enterprises above designated size increased by 11.5% year-on-year

Coal: At the end of July, the country's total power plant coal deposits totaled 61.33 million tons, an increase of 3.53 million tons from the end of last month, and an average of 19 days. On August 2, Qinhuangdao port coal inventories climbed to 7.02 million tons, an increase of 1.16 million tons from June 28; 5,500 kcal of Shanxi high-grade coal prices were 735-745 yuan per ton, down 15 yuan per ton from the end of last month.

Electricity: From January to July, the industrial output of industrial enterprises above designated size was 234.87 billion kwh, which represented a year-on-year increase of 17.9%, of which thermal power increased by 19.5%; hydropower increased by 8.2%. In July, the output of enterprises above designated size increased by 11.5% year-on-year.

Petroleum: In July, crude oil production increased by 6.4% year-on-year, imports fell by 3.2%, and processing volume increased by 6.7%, of which gasoline and diesel production increased by 0.9% and 10.1% respectively. From January to July, the output of crude oil was 115.7 million tons, an increase of 5.3% year-on-year; the import volume was 136.97 million tons, an increase of 24.2%; the processing volume was 241.08 million tons, an increase of 15.9%.

International oil prices continue to oscillate. In July, the average monthly spot price of London Brent crude oil was 75.6 US dollars/barrel, up by 5.3 US dollars/barrel from last month; the three-month futures price oscillated upward after falling to 71.6 US$/barrel on July 5, July 30 It closed at 78.6 U.S. dollars per barrel, up 3.5 dollars from the end of last month.