Important time-tested proven market rules or tips
Hiaptek - Unearthing the jewel of the east (part 2) updated 6/10/2021
OTB
Publish date: Thu, 07 Oct 2021, 09:59 AM
Dear valued readers,
Special note:
This is an educational program, stock selection criteria is based on TA and FA facts.
This article is strictly for reference only. It is not a buy recommendation. Never trust anyone as far as your investment is concerned. Please do your homework before you decide to invest. It is your money, you make your own decision and you are responsible for the final outcome.
I have a certain code of ethics when I write my article in I3.
If the article is beneficial to all the readers here, I will write and post it.
If it is harmful to the majority, I will avoid it at all times.
I have followed this code of ethics since day one when I posted my article in I3.
Please read my report on "Hiaptek - Unearthing the jewel of the east (Steel stock)" dated 17/7/2021 to understand this stock better.
The aforesaid report is very detail and contain many important facts and figures.
Q3 2021 result summary
- Below is the breakdown of Q3 2021 results :-
- Hiaptek steel plant in Klang - 46.1 Million PAT
- Eastern Steel S/B - 19.8 million PAT
- Total Q3 2021 PAT = 65.9 million.
Actual Q4 2021 PAT
- Hiaptek steel plant in Klang - 11.0 million.
- May month 100% operation, June 0% operation and July 10% operation.
- Eastern Steel S/B - 49.5 million (impairment gain = 66.15 million).
- Actual Eastern Steel S/B PAT (100%) less impairment gain = (49.5/0.35) - 66.15 = 75.28 million
- 35% Eastern Steel S/B PAT = 26.35 million.
- I assume 100% operation for 2 months only.
- Total Q4 2021 PAT = 11.0+26.35 = 37.35 million.
Assume Q4 2021 PAT without MCO lockdown
- Hiaptek steel plant in Klang = (11.0 *3-11.0*0.1) = 31.9 million.
- May month 100% operation, June 0% operation and July 10% operation.
- 35% Eastern Steel S/B PAT = 26.35/2*3 = 39.5 million
- I assume 100% operation for 2 months only.
- Total Q4 2021 PAT = 31.9+39.5 = 71.4 million.
Major events for Eastern Steel S/B.
- The capacity for the blast furnace is increased from 750,000 MT to 3.0 million MT
- Improved performance can be attributable to higher steel prices and low iron ore price.
- Costs savings arising from the 55MW power plant completed in October 2019.
- The completion of its first 100,000-tonne coke oven plant in June 2021.
- The second 100,000 tonnes will be completed in October.
- The next 200,000 tonnes targeted for completion by the second quarter of 2022.
- The coke oven plant will significantly reduce the production costs and improve its profitability.
Special notes
- Low iron ore price and high steel price will increase the PAT of Eastern Steel S/B.
- Blast furnace operation will save 100 million in electricity cost consumption per year.
- Up stream steel stock will be very profitable and the profit margin is very high.
My comments after Q4 2021 result released
- Q4 2021 PAT is less than Q3 2021 PAT, I think it is a bad decision to sell down the share price of Hiaptek. The plant shutdown during MCO lockdown is not the fault of the management of Hiaptek.
- The downside risk of Hiaptek is very limited.
- Total PAT for 2021 is 140.29 million which is very far exceeding RHBB's projection of 100.0 million for 2021. The actual PAT is 40% exceeded the projected profit.
- I believe the prospect for Hiaptek in FY2022 will be very bright provided the iron ore price and steel price remain at the present rate.
- I believe there will not be any MCO lockdown in the future, Hiaptek will operate near 100% capacity in FY2022.
My stock selection criteria
Below is my stock selection criteria, I want all of you to remember this keyword "UBS GMF".
Hiaptek passed 6/6 of my stock selection criteria.
TA comes first
U - Up trending stock - Cross 200-day SMA - Passed
B - Breakout chart - Break above 20-day EMA - Passed
S - Sector to focus - Cross 200-day SMA - Passed (Ind/Prod - Metal)
FA comes second
G - Growth > 3,712% per year - Passed
M - Margin of safety > 65% - Passed
F - Forecast current year EPS must be better than previous year EPS - Passed
Please note that I consider TA ahead of FA in my stock recommendation.
Enclosed is the technical chart of Hiaptek for your perusal.
TA reading
- The price is above the 20-day EMA, 70-day and 200-day SMA.
- The share price is above the "Golden Cross Buy" signal generated on 26/8/2021.
- The share price was at a new high at 0.705 on 7/5/2021.
- Stochastic and Force Index showed a buy signal.
- Daily MACD buy signal is still bearish. However, both red and blue lines are above Zero line.
- Weekly MACD is still show bearish sign.
Hiaptek - Cup And Handle Chart Formation
- The present chart pattern will form a Cup And Handle Chart.
- Please note that Parabolic SAR buy signal (Green ball) has appeared for 5 days..
- The pivot line of this Cup And Handle Chart is at 0.615.
- Once the 0.615 major resistance line is overcome, the Cup And Handle Chart is formed.
- The slogan for a Cup And Handle Chart is "the sky is the limit".
Hiaptek
Good Q4 2021 quarter results
- Please read the below link.
-
https://www.malaysiastock.biz/
Corporate-Infomation.aspx? securityCode=5072 - There are 3 consecutive quarter of strong growths in this stock.
- The Q4 2021 result is anticipated to be low due to MCO lockdown.
Projected Q1 2022 PAT
- I assume Hiaptek steel plant in Klang, PAT = 46.1 Million (same as Q3 2021)
- 35% Eastern Steel S/B, PAT = 39.5 *1.1 = 43.5 million
- I assume 10% growth rate for this blast furnace plant provided the prices of iron ore and steel are at current rate or +- 10% of the present rate.
- Total Q1 2022 PAT = 46.1+43.5 = 89.6 million.
Projected FY2022 PAT, EPS and target price
- Total PAT = 89.6*4 = 358.4 million
- Total number of shares = 1.732 billion
- EPS = 358.4/1732 = 0.206
- Target price if PER = 5, target price = 1.03
- Target price if PER = 8, target price = 1.65
- Target price if PER = 10, target price = 2.06
Great demand in steel products in international markets for the next 2 years
- The US is starting to spend USD2.2 trillion on infrastructure projects, China also spending huge amount of money on infrastructure projects. Hence the demand for steel products worldwide will be high in 2022 because most of infrastructure projects will last at least 2 to 3 years. Once the infrastructure projects are implemented, there is very low chance of pull back or cancellation by the government. The demand for steel products will be there for the next 2 to 3 years.
- Presently, China is producing 1.053 billion MT of steel in 2021, China is imposing 20% export tax on all steel products after August 2021. I believe the selling price of steel products will be in increasing trend in the next 2 years.
- China is cutting production of steel products by 30% in the second half of 2021. All these information confirmed the steel price will go up north in the next 12 months. The steel rebar price in China is about 26% higher than Malaysia price, hence there is a good chance for Malaysia steel companies to export steel rebars to China now. Please check Miti export figures to confirm my statement.
- The Chinese steel price is closed high at RMB5,835 on 1/10/2021, the steel price is moving upward toward RMB6,000 soon. A very good sign for high steel price until the end of 2021. Please read the below link. https://tradingeconomics.com/commodity/steel.
- China was dumping steel products below cost previously, it is the main reason to cause the steel price to drop. China has stopped exporting steel products to the world now. This bad news will disappear permanently by now.
- All industrial nations worldwide, especially European nations and the US will start to spend money on infrastructure, it will boost up the usages and the selling prices of steel products.
- The U.S. President Joe Biden and other G7 leaders hope their plan, known as the Build Back Better World (B3W) initiative, will provide a transparent infrastructure partnership to help narrow the $40 trillion needed by developing nations by 2035, the White House said. So all building material prices will increase and so will many commodities prices due to every country printing more money.
- Recently, global steel prices have soared three-fold. This is a phenomenon that has never occurred in the past two decades.
- All events in the international scene are indicating high steel prices and high demand for steel products in the next 2 years.
- It means all steel stocks will continue to report high profit in the next 2 years. The growth of PAT for all steel stocks will be very high.
Recommendation
- I want to say that all stocks I recommended in my reports, both TA and FA must be very good. I cannot afford to let my readers lose money by selecting a lousy and bad stock.
- Even though I am very disappointed with the share price of Hiaptek, I will still hold on to this stock because I believe fundamentals of Hiaptek will prevail in the future.
- It is not easy to find a good fundamental stock with strong growth potential, I will continue to hold on to this stock even though the movement of the share price is very slow.
- It is a matter of time, serious investors will look into this stock.
- The strong growth of EPS or low PER is not reflected in the share price.
- Hiaptek is trading at a PER of 2.72 if the PAT is 358 million in FY 2022. The chance for the share price to drop a lot is not possible. To me it is a buying opportunity.
- I still believe the current drop in the share prices of steel stocks is temporary due to sluggish market sentiment in KLSE and investors are fearful on Covid-19 pandemic.
- I believe the share price of steel stock will perform very well in the next 2 years because China is no longer exporting steel products below cost to the whole world.
- The US required a lot of steel products for her infrastructure projects. The US is starting to spend USD2.2 trillion on infrastructure projects, the demand for steel products worldwide will be high in 2021 and 2022.
- All workers in the factories are vaccinated fully, hence any future MCO lockdown will affect Hiaptek very minimally.
- The share price of steel stock began to run up in December 2020, it is still in the infant stage. I strongly believe this run up will last at least 1 to 2 years down the road.
- The selling price of steel is already up 100% since the end of last year. Theoretically the share price of Hiaptek should move up north to reflect the fair value. Presently, the share price is very undervalued.
- Previously, Malaysia bought steel from China. Presently, China buys steel from Malaysia. I believe the steel price will be high to enable Malaysian steel stocks to export steel products to China and USA.
- Hiaptek is no longer a penny stock after 2021, the Revenue is more than a billion in 2021. It is one of the major steel manufacturers and traders in Malaysia.
- FY2021 PAT is 140 million, FY2022 PAT is projected to be 358 million, there is 155% increase in PAT. The strong growth will reflect in the share price later, it is a matter of timing only.
- I am very impressed by the strong growth of Revenue and PAT in 2021 and 2022 respectively. I believe the good FA of Hiaptek will justify the share price to be at least at 1.03 in 2021 and 1.65 in 2022 respectively. Buy and hold will be a very good strategy to win big on this stock.
- I like Hiaptek because of its 35% stake in Eastern Steel S/B, this joint venture holding is the jewel of Hiaptek. There is a 100% expansion in capacity in the blast furnace plant for FY2022.
- The strategy used for Hiaptek is to buy and hold to win big. I expect at least > 180% profit to be made if you buy and hold until September 2022.
- Based on TA and FA, I recommend a strong buy on Hiaptek around 0.56. The share price of Hiaptek now is at a cheap sale price. If the target price is at 1.03 in 2021, the potential gain is 84% if you buy it at 0.56.
This article is strictly for reference only. It is not a buy recommendation. Never trust anyone as far as your investment is concerned. Please do your homework before you decide to invest. It is your money, you make your own decision and you are responsible for the final outcome.
Thank you.
Ooi
寧可天下人負我, 休教我負天下人
Disclaimer :
This is an educational program, stock selection criteria is based on TA and FA facts.
Please be informed that the aforesaid stocks are solely for the purpose of education only ; it is neither a trading advice nor an invitation to trade. For trading advice, please speak to your remisier or dealer representative.
The final decision to buy is always yours.
More articles on Important time-tested proven market rules or tips
Jaks - Annual net profit of Hai Duong power plant in 2021 is RM 248 million
Created by OTB | Mar 04, 2020
Discussions
3 people like this. Showing 38 of 38 comments
Dear Steel Investors,
You must understand, glove stocks may or may not rise, however what is proven is that the sector is cyclical and subject to one-offs
What is not one-off is Gaming an Genting (3182). After all, gambling is human nature and is as old as Man himself.
In fact, with all the other travel and tourism stocks closing due to the pandemic, Genting's attractions in Genting Highlands, US & Bahamas, UK & Egypt will be that much more attractive - as the aphorism goes, 'what doesn't kill you, makes you stronger'.
As such, we hope that all investors to take position in Genting before you miss the boat on the greatest bull run in Genting's history
1971 Genting Highlands Opens
2021 50 Years of History and Growth
2009 Global Financial Crisis
2020 Covid-19 Pandemic
2009 Year of the Ox
2021 Year of the Ox
2010 Resorts World Sentosa (SG) opens
2021 Resorts World Las Vegas (US) opens
2009 Mar RM3.08 (low) to 2011 Nov RM 11.98 (all time high)
2020 Nov RM2.95 (low) to 2022 Xxx RM ????
History always repeats itself
Sincerely,
emsvsi
2021-10-07 22:40
Hiaptek - Cup And Handle Chart Formation
Daily MACD shows a buy signal and both red and blue lines are above zero level. This indicates a very bullish buy signal.
The present chart pattern of Hiaptek will form a Cup And Handle Chart.
Please note that Parabolic SAR buy signal (Green ball) has appeared 6 days ago.
The pivot line of this Cup And Handle Chart is at 0.615.
The share price has to clear 0.595 first, then the 0.615 major resistance line.
Once the 0.615 major resistance line is overcome, the Cup And Handle Chart is formed.
The slogan for a Cup And Handle Chart is "the sky is the limit".
I still have high hope on Hiaptek, I hope this stock will not disappoint me.
Thank you.
2021-10-11 10:36
KLSE is bullish now, Technology and Ind/Prod indexes are breaking new high. There are many good stocks to buy in Ind/Prod and Technology sectors.
Looking at all KLSE indexes, all indexes are bullish now. This is the first time in 2021 I can see super bullishness in KLSE indexes. I have a good feeling that 2022 will be a bull market.
Please get ready your capital to invest in KLSE, it is a long time we never see a bull market in KLSE.
The economic outlook in Malaysia is looking good now due to record prices in Brent crude oil and Palm oil. Rubber glove industries and all steel industries are performing very well too.
All the steel stocks are ready to move up north.
Thank you.
2021-10-17 13:09
OTB bro, seek for your advice, where shall we monitor the steel index price? Mind to share the link? Thanks in advance.
2021-10-17 14:24
Posted by fuadfoo > Oct 17, 2021 2:22 PM | Report Abuse
what is the next resistance level after 70.5 sen?
---------------------
New high after 70.5 cents.
No more resistance.
Thank you.
2021-10-17 16:31
Indeed China is tighething it's steel manufacturing! So Malaysia should capitalize on this! Should one buy steel stock like Hipatek! Decision is yours! Follow OTB! He wrote about Hiaptek back in July! And of course Grandpa Koon came in attacking, humiliating him and took credit for Hiaptek!
2021-10-17 16:34
Posted by kimpau > Oct 17, 2021 2:24 PM | Report Abuse
OTB bro, seek for your advice, where shall we monitor the steel index price? Mind to share the link? Thanks in advance.
--------------------------
China rebar price.
https://tradingeconomics.com/commodity/steel
We can go to below website to check local steel price.
https://malaysiasteelinstitute.com/
Thank you.
2021-10-17 16:34
https://www.channelnewsasia.com/business/china-power-policy-energy-crunch-metal-makers-2241571
----------------------
Eastern Steel will increase the capacity from 750 MT to 5.0 million MT.
Chinese owner of Eastern Steel will transfer the capacity from China to Malaysia.
It is a good news to Hiaptek.
Thank you.
2021-10-18 12:25
So many sellers want to sell at 0.70.
I do not know whether it is a faked one or real one.
Thank you.
2021-10-18 14:58
The share price of Lionind performed better than Hiaptek despite there were no profit in the last 2 quarters.
Hiaptek reported record PAT, the share price of Hiaptek is cheaper than Lionind.
The share price of Hiaptek is really undervalued.
Thank you.
2021-10-18 15:12
Its a blessing in disguise that Lionind keep moving up,as this
will highlight how undervalued Hiap teck has become.
2021-10-18 15:34
I hope the share price can close 0.705 convincingly.
0.70 is a big road block, hard to clear.
Thank you.
2021-10-18 16:40
Facing limitation (steel capacity, electricity supply, carbon neutral, pollution concern) at China, the major shareholder of Eastern Steel (JianLong) definitely will pour in lots of money to expand Eastern Steel!
“目前，建龙集团在国内的产能已经达到4000万吨，布局已基本完成。”张志祥说道，“下一步，在海外项目布局上，建龙集团将加快推进马来西亚东钢形成500万吨产能规模的步伐，同时加强对欧洲、东南亚等地区的钢铁需求和前景的分析，选择合适的时机和地区进行布局，推动在海外尽快形成1000万吨产能规模。”
https://m.mysteel.com/21/0805/07/D586D61CFD563D34_abc.html
张志祥：四条路径推进建龙绿色低碳发展
2021-08-05 07:16来源：中国冶金报作者：赵萍
“上半年，建龙集团围绕今年初确定的工作目标，稳步推进各项重点工作，在科技创新、产业链延伸、‘双50’战略推进等方面取得了一些成果。”7月28日，在中国钢铁工业协会第六届会员大会二次会议期间，建龙集团董事长、总裁张志祥向《中国冶金报》记者介绍了建龙集团上半年生产经营亮点。
他同时表示，下一步，建龙集团将继续聚焦“双碳”目标，通过4条路径推进企业低碳发展，并围绕企业“十四五”三大战略目标，稳步推进企业转型发展。
创新、延链、营销“多点开花”固基础
“今后，建龙集团要继续加大科技创新投入力度，建立完善的科技研发体系，探索有建龙特色的科技创新体制机制，不断向科技型企业转型。”在谈到建龙集团上半年生产经营亮点的时候，张志祥特别说道。
今年上半年，建龙集团工艺技术创新和产品开发成效显著。据他介绍，山西建龙转炉冶炼周期从2018年1月份的33分钟缩短到目前的24.3分钟，冶炼效率提高了26.4%；建龙北满特钢生产的轴承钢微观夹杂物实物质量达到国内一流水平，“超洁净高均质轴承钢生产关键技术开发与应用”项目荣获2021年冶金科学技术奖二等奖；承德建龙相继开发出以S355NL、Q355NE为代表的风电法兰用钢、42CrMo4系列中碳铬风电轴承钢、石油阀体设备用4130系列钢等，具有洁净度高、锻后钢材性能稳定、使用寿命长等优点，目前已实现批量生产；“高端能源领域用连铸圆坯产品的研发及应用”项目荣获2021年冶金科学技术奖三等奖。
同时，通过统一部署、科学谋划，各分（子）公司正有序推进产业链延伸。其中，建龙阿钢谋划建设的哈尔滨钢铁产业园已初具雏形。该产业园共规划项目37个，其中一期项目由建龙阿钢100万吨制管、建龙阿钢50万吨新材料、古铁市场一期和钢铁产业园基础设施建设等4个项目构成。目前，50万吨新材料项目和100万吨制管项目一期工程已先后陆续投产。吉林建龙在拥有80万吨冷轧全系产品线的基础上，与地方政府联合谋划建设小五金产业园。目前，已有营口复兴桶业有限公司、吉林龙发管道装备制造有限公司等4家企业确认入驻该产业园。
此外，通过布局国内市场，建龙集团“双50”战略客户“朋友圈”不断拓展。其中，建龙北满特钢轴承钢先后通过国际知名企业认证并批量供货；承德建龙风电用锻造圆坯已通过国际知名品牌的认证，锻造圆坯市场占有率为国内第二。
“目前，建龙集团已经在15个省份成立了9个建筑用钢销售分公司，并与多家中字号、地方龙头建筑企业建立了战略合作伙伴关系。”张志祥说道，“上半年，我们对‘双50’战略合作伙伴实际销售量达452万吨，同比增加200万吨，增长76%。”
统筹四条路径 走好低碳发展之路
钢铁行业碳排放主要包括三大来源：一是煤炭消耗，每吨钢约消耗600公斤煤炭，10亿吨钢合计消耗煤炭约6亿吨；二是电量消耗，每吨钢耗电量在400千瓦时以上，10亿吨钢耗电量合计超过4000亿千瓦时；三是物流运输，每吨钢物流量约为4吨，10亿吨钢物流总量合计为40亿吨。
张志祥表示，针对上述三大碳排放来源，建龙集团将通过四条路径推进企业低碳发展，向“碳达峰、碳中和”目标全力迈进。
一是打通产业链，建设低碳园区。基于钢铁产业布局现状，建龙集团未来将通过为城市提供清洁能源、集中供暖、供热、污水处理、固废综合利用等服务，实现钢厂与城市和谐共融，并积极打通东北、西北地区相关产业链，共同致力于在以上区域建设低碳产业园区。
二是多能互补，建设智能微电网。结合厂区周边丰富的风能、光能等资源，建龙集团加大了对周边风电和光电等“绿电”的优先消纳力度；将企业自建的清洁能源发电与厂区余热、余能发电进行耦合，同时利用化学储能技术将高炉煤气、转炉煤气、焦炉煤气的存储与峰谷平错峰发电进行科学调度，组建清洁能源发电与化石能源发电的“微电网”，降低企业对化石能源的消耗。
“未来3年，宁夏建龙、内蒙古建龙、山西建龙将结合当地优质的清洁资源，率先实现新能源发电占总用电量的20%以上，企业自发电比例不仅将超过百分之百，而且还可以为周边工业园区供电。”张志祥介绍道。
三是依托技术创新，发展革命性低碳项目。建龙集团将继续推进内蒙古乌海“非高炉氢基熔融还原项目”（CISP工艺），通过三代技术更迭，最终实现等离子氢熔融还原，实现“城市清洁+低碳炼铁”的完美融合。
四是探索数字物流，推动钢化耦合发展。建龙集团将利用数字化技术，积极推进数字化物流，提升物流运输效率；积极探讨利用焦炉煤气制氢等技术，推动氢能汽车的利用，从而减少钢企在物流运输环节产生的碳排放量。
张志祥说道，未来3年，建龙集团将以绿色产品、绿色制造、绿色物流、绿色采购、绿色产业协同发展为目标，深入贯彻低碳发展理念，完善相关体制机制，开展碳资产盘查工作，推动先进节能减排技术的研发应用，开发利用清洁能源，进一步降低化石能源消耗比重，最终实现碳排放强度显著降低，部分分（子）公司率先实现碳达峰。
聚焦“四个转型” 稳步推进三大战略目标
张志祥介绍，“十四五”期间，建龙集团的三大战略目标是要打造控股5000万吨+参股5000万吨的钢铁规模平台，打造基于工业4.0理念的相关方高度互联互通的数字化平台，以及向建筑业综合服务商转型和向高端专业优质的工业用钢供应商转型。围绕上述战略规划，建龙集团将具体从“四个转型”稳步推进，即向经营性企业转型，向数字化转型，向创新型企业转型，向美好企业转型。
“目前，建龙集团在国内的产能已经达到4000万吨，布局已基本完成。”张志祥说道，“下一步，在海外项目布局上，建龙集团将加快推进马来西亚东钢形成500万吨产能规模的步伐，同时加强对欧洲、东南亚等地区的钢铁需求和前景的分析，选择合适的时机和地区进行布局，推动在海外尽快形成1000万吨产能规模。”
2021-10-19 04:16
山西建龙拟投资超过15亿元建设马来西亚东钢200万吨钢铁项目
2020-12-25 19:25:55 来源:互联网 Tag：建龙马来西亚钢铁项目
在2018年中国中部国际产能合作论坛暨企业对接洽谈会上，山西建龙实业有限公司与马来西亚东钢集团有限公司签订并购股权和债权协议，拟投资超过15亿元完成东钢200万吨钢铁项目，走出去共同开发东南亚市场。山西台记者郝建军武汉报道：
成立于2000年的山西建龙实业有限公司主要生产、销售生铁、钢及其制品，同时自营和代理各类商品进出口业务。这次与马来西亚东钢集团签约，正是实施“走出去”发展的实践。山西建龙实业有限公司副总经理李洪俊表示，山西建龙积极响应“一带一路”倡议，在海外投资兴业、谋篇布局，公司通过“股权＋债权”的转让方式，签订完成了马来西亚东钢集团60％股权框架合作协议。
【录音出：这次我们通过北京产权交易中心拿到了东钢持有的马来西亚东钢项目的40%的股权，通过谈判取得了马来西亚协德公司持有的20%的股权，为山西的钢铁项目走出去创造了一个良好的环境。录音止】
东钢公司位于马来西亚的西马东海岸，主要生产、销售和经营钢铁产品，已建设完成年产70万吨钢的生产规模。马来西亚东钢集团有限公司执行董事郑春福说，这次合作可以说是强强联合，将有力促进马来西亚钢铁市场的繁荣和发展。
【录音出：我们觉得是一个很好的合作，因为我们需要的就是像建龙这样的一个有组织、有技能的支撑，所以我们这次跟建龙合作，感到非常高兴。录音止】
今后两三年，山西建龙将规划实施200万吨钢铁项目，产品以板带为主。项目完成后可有效带动我国焦炭、装备制造及下游产品出口，年增加出口额9000多万美元。山西建龙实业有限公司副总经理李洪俊：
【录音出：截止到目前，已经具备月产6万吨、年产70万吨的生产综合能力，下一步我们计划在两到三年时间，再上200万吨的后续项目。录音止】
马来西亚东钢集团有限公司执行董事郑春福表示，这次合作将为双方共同打开东南亚市场奠定良好的基础。
https://www.tspweb.com/key/%E5%BB%BA%E9%BE%99%E9%A9%AC%E6%9D%A5%E8%A5%BF%E4%BA%9A%E9%92%A2%E9%93%81%E9%A1%B9%E7%9B%AE.html
2021-10-19 04:23
“拉闸限电”下旺季钢市的逻辑转换
http://www.csteelnews.com/sjzx/gsfx/202110/t20211012_55519.html
2021-10-19 04:45
两部门：拟在京津冀及周边地区实行钢铁行业错峰生产
2021-10-13 14:59:00
工业和信息化部办公厅 生态环境部办公厅
关于开展京津冀及周边地区2021-2022年采暖季钢铁行业错峰生产的通知
北京市、天津市、河北省、山西省、山东省、河南省工业和信息化主管部门、生态环境厅（局）：
为深入贯彻落实《国务院关于化解过剩产能实现脱困发展的意见》（国发〔2016〕6号）有关要求，继续巩固钢铁去产能成果，切实做好2021年粗钢产量压减工作，推动钢铁行业减污降碳协同增效，促进高质量发展，持续改善区域环境空气质量，现就京津冀及周边地区钢铁企业2021-2022年采暖季实施错峰生产有关事项通知如下：
一、总体要求
坚持以习近平新时代中国特色社会主义思想为指导，全面贯彻落实习近平生态文明思想，按照党中央、国务院决策部署，深化钢铁行业供给侧结构性改革，推动钢铁行业实现碳达峰碳中和、促进行业高质量发展。聚焦影响京津冀及周边地区采暖季环境空气质量的重点城市、重点企业、重点时段，结合各企业能源消耗、环保绩效、安全生产、技术装备等因素，采取市场化、法治化办法实施差异化管控，避免“一刀切”。抓住关键的炼铁环节，对焦化、烧结、球团等相关配套设备实施全流程管控，按照“可操作、可核查、可统计”原则制定工作方案，强化事中事后监管。
二、实施范围
实施对象为钢铁冶炼企业。实施时间为2021年11月15日至2022年3月15日。实施范围为北京市，天津市，河北省石家庄、唐山、邯郸、邢台、保定、沧州、廊坊、衡水市以及雄安新区，山西省太原、阳泉、长治、晋城市，山东省济南、淄博、济宁、德州、聊城、滨州、菏泽市，河南省郑州、开封、安阳、鹤壁、新乡、焦作、濮阳市（含河北省定州、辛集市，河南省济源市，以下简称“2+26”城市）。承德、张家口、秦皇岛、临汾、日照、临沂、潍坊、泰安参照执行。
三、工作目标
第一阶段：2021年11月15日至2021年12月31日，确保完成本地区粗钢产量压减目标任务。
第二阶段：2022年1月1日至2022年3月15日，以削减采暖季增加的大气污染物排放量为目标，原则上各有关地区钢铁企业错峰生产比例不低于上一年同期粗钢产量的30%。
四、工作要求
（一）加强组织领导。省级工业和信息化、生态环境部门负责组织实施采暖季错峰生产工作，制定本省市错峰生产方案，指导各城市制定具体实施方案，引导各钢铁企业提前谋划、科学组织、有序实施，保障安全生产。2021年10月20日前向工业和信息化部、生态环境部报送本省市2021-2022年采暖季钢铁行业错峰生产方案。2021年12月起，每月15日前向工业和信息化部、生态环境部报送上月错峰生产工作进展。
（二）做好分类实施。重点对长流程企业实施错峰生产，环保绩效评级A级企业、完成超低排放改造的全废钢短流程炼钢企业自主采取减排措施，但须确保错峰生产期间粗钢产量同比不增加；B、B-、C、D级企业根据不同环保绩效评级和目标任务执行差异化错峰生产比例，环保绩效评级越低错峰生产比例越高；对2021年以来中央环保督察、钢铁去产能“回头看”检查等发现存在违法违规行为、产能利用率超过120%、未列入工业和信息化部钢铁行业规范公告的钢铁企业加大错峰生产比例。企业环保绩效等级以2021年10月10日前评定情况为准。对于吨钢（以粗钢产能计）供热面积大于2平米的钢铁企业，错峰期间最高生产负荷比例按照实际供暖面积需求（以上一年度供暖面积计）与2倍粗钢产能的比值来确定。重污染天气应急响应期间，按照有关规定严格执行应急减排措施。
（三）分解落实任务。各城市错峰生产实施方案要按具体高炉设备停产为基础，不得以减负荷生产方式代替，落实到具体企业、生产线、生产设施和时间段，与高炉配套的焦炉、烧结、球团、石灰窑等生产设备错峰生产比例不得低于高炉错峰生产比例。鼓励各地借鉴河北武安去产能“赛马机制”方式实施错峰生产，通过经济互补手段分解落实任务，确保设备真停和产量真减。各地可协调本地区企业轮流排产，但轮流排产企业不得超负荷生产，保障错峰生产实施效果。
（四）加强舆论引导。各地要大力宣传错峰生产对巩固去产能成果、节能减排、促进行业转型升级、提质增效的重大意义，提升钢铁企业行业履行社会责任意识，营造良好舆论氛围。及时掌握钢铁行业错峰生产执行情况，解决执行中出现的各类问题，防止借机炒作，保障钢铁行业平稳运行。
（五）强化监督检查。各地要对错峰生产工作实行台账式管理，通过电量分析、现场核查、台账核查、运输核查、在线监测、卫星遥感等手段持续跟踪辖区内钢铁企业错峰生产工作落实情况。各城市要按月向社会公示企业错峰生产落实情况，接受社会监督。各地工业和信息化主管部门、生态环境部门要督促企业认真执行相关规定，将错峰生产实施方案纳入钢铁企业排污许可证管理，对不按证排污、不执行错峰生产、存在弄虚作假行为、错峰生产期间超总量排污的企业加大处罚力度。工业和信息化部、生态环境部将适时组织检查，对工作进度明显滞后、问题严重的地区和企业进行约谈，并向全社会通报。
特此通知。
工业和信息化部办公厅 生态环境部办公厅
2021年9月30日
http://www.csteelnews.com/xwzx/aqhb/202110/t20211013_55587.html
2021-10-19 11:48
10 percent correction will be 63 cents.Let see 4-6 trading days starting Monday 18th.
2021-10-21 00:42
My expectation is the steel price still remain high, due to shortage of supply. May be some investors not confident due to Morgan Stanley report.
Increase 25% and adjust back +/- 10% consider as normal.
2021-10-22 10:38
China steel rebar price drop to below RMB5000 now. It drop from RMB5870 on 11 Oct 21 to RMB4890 today. It drop around 17% within 2 weeks.
2021-10-23 12:14
Its really after 10 percebts it rebound.
Posted by Michael Kwok > Oct 21, 2021 12:42 AM | Report Abuse X
10 percent correction will be 63 cents.Let see 4-6 trading days starting Monday 18th
2021-10-26 22:05
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