"Steel market early participation" 622.7 billion debt thunder! Zhongke Jian was exposed to a large number of affiliated companies.

Introduction:

1, six departments: promote the work of resolving excess capacity in key areas in 2020;

270 billion debt thunder! Zhongke Construction has a large number of "affiliated" companies;

3. Chinese enterprises are withdrawing from the US stock market at the fastest speed since 20 15;

4. The Itabira comprehensive mining area in Vale was lifted;

5. Many steel enterprises in South Korea have stopped production one after another;

6. Pangang Group and Desheng Group signed a strategic cooperation agreement.

Blank: stable finishing

As of 7: 00, Tangshan Pufang billet has soared 10 to 3340 yuan/ton, including tax, with a cumulative increase of 30. At present, the output of steel mills is low, the inventory is low, the downstream goods are cautious, the market is in a weak state of supply and demand, and the billet and the overall market trend are weak. But now the national billet resources are in short supply and the market investment is insufficient. For steel mills, there is still a price mentality, and it is expected that billet prices will stabilize in the short term.

1. Ministry of Finance: In June and July, the issuance of general and local bonds was reduced to make room for special bonds.

The Ministry of Finance will appropriately reduce the issuance of general treasury bonds and local bonds in June and July to make room for the issuance of special treasury bonds, and smooth the weekly circulation as much as possible according to the principle of total balance to stabilize market expectations.

2. Central Bank: In May, the bond market issued 4.8 trillion yuan of various bonds.

In May, the bond market issued 4.8 trillion yuan of various bonds. Among them, treasury bonds issued 677.32 billion yuan, local government bonds issued 65.438+0.30246 billion yuan, financial bonds issued 849.05 billion yuan, corporate credit bonds issued 829.8/kloc-0.0 billion yuan, asset-backed securities issued 52.27 billion yuan, and interbank certificates of deposit issued 65.438+0.0/kloc-0.0 trillion yuan.

3. After three weeks of net withdrawal, the central bank's open market operation became cautious.

Last week, the central bank carried out 300 billion yuan reverse repurchase operation and 200 billion yuan medium-term loan facility (MLF) operation to keep the liquidity stable at the end of half a year, but still achieved a net return of 654.38+060 billion yuan. In fact, since June, the central bank has achieved a net withdrawal for three consecutive weeks, and the open market operation is still cautious.

4. Six departments: in 2020, we will promote the work of resolving excess capacity in key areas.

The circular requires all departments to accurately grasp the overall requirements of de-capacity in 2020, adhere to the principle of consolidation, enhancement, promotion and smoothness, focus on consolidating the results of de-capacity, continue to promote systematic de-capacity and structural superior capacity, continuously improve the quality of employee resettlement and asset and debt disposal, and comprehensively improve the industry governance capacity.

5,070 billion debt exploded! Zhongke has a large number of "affiliated" companies, and some of them are "crazy" financing under the signboard of central enterprises ...

From 20 14 to 20 18, in just over four years, the liabilities of Zhongke Construction increased from 6 billion to 70 billion, an increase of 10 times. The number of subsidiaries of Zhongke Jian has increased from 7 to 405, showing explosive growth, among which there are many "affiliated" enterprises. Many branches and subsidiaries are "fragmented". Zhongke Jian has no control over some branches and subsidiaries, and even does not know the financial and operating conditions of individual branches and subsidiaries.

1, the size of the Fed's balance sheet decreased.

Last week, the size of the Fed's overall balance sheet fell to $ 7. 14 trillion, compared with $7.22 trillion a week ago; Total assets dropped to $7.09 trillion, compared with $ 7. 17 trillion in the previous week. This is the first decline in the Fed's balance sheet since the outbreak of the new crown epidemic, and the biggest weekly decline since May 2009.

2. China enterprises are withdrawing from the US stock market at the fastest speed since 20 15.

Data show that so far this year, China enterprises listed in the United States have announced four privatization delisting transactions with a total value of $86,543.8 billion, including debts. Last year and the same period of the year before last were almost zero, which was also the highest sum since 20 15.

3. EU's new car sales plummeted by 57% in May.

In the EU, new car sales plunged 57% in May to 623,865,438+02 vehicles. The data shows that the sales of new cars in all 27 member States of the European Union have experienced a double-digit decline, with the decline rate in Britain reaching an astonishing 89%.

4. The ban on Itabila comprehensive mining area in Vale was lifted.

Minas Gerais Labor Inspection Sub-bureau issued the lifting clause of the ban on Itabila comprehensive mining area, completely lifting the ban originally issued by the sub-bureau, and mining operations will gradually resume. According to the technical report of minas gerais Labor Inspection Branch, the relevant measures taken by Vale are satisfactory, which can reduce the risk of workers being infected at work.

5. Many steel enterprises in Korea stopped production one after another.

Some production equipment of several production lines of South Korea's largest steel producer Pohang Steel Co., Ltd. began to stop working for the first time after the 2009 financial crisis. Moreover, Posco Steel invested about 2.33 billion yuan to repair and transform the No.3 blast furnace of Yangguang Iron and Steel Plant. It was originally planned to resume production at the end of May, but now it has been postponed. In addition, Hyundai Iron & Steel Co., the second largest steel enterprise in South Korea, also closed the Jintang hot rolling plant with an annual production capacity of 6.5438+0 million tons at the beginning of this month. This is also the first time that this steel mill has stopped production since it was put into production in 2005.

1. This year, Sichuan Province has promoted 29 investment projects in the steel industry.

From the on-site promotion activities of high-quality construction of key investment projects in Sichuan steel industry held in Luzhou, it was learned that there were 29 investment projects in Sichuan steel industry this year with a total investment of 47.29 billion yuan. Among them, there are 9 continuing construction projects and 20 new construction projects, mainly involving capacity replacement, green manufacturing and intelligent manufacturing.

2, Ningxia to carry out energy-saving supervision of steel, cement and electrolytic aluminum production enterprises.

Recently, the Department of Industry and Information Technology of the Autonomous Region issued the Notice on Carrying out Energy-saving Supervision for Steel, Cement and Electrolytic Aluminum Production Enterprises (Ning Gong Han [2020]120), to carry out energy-saving supervision on the implementation of ladder electricity prices for three steel enterprises, two1cement enterprises and three electrolytic aluminum enterprises in the whole region.

3. The "big marriage" between central enterprises and private enterprises, Pangang Group and Desheng Group signed a strategic cooperation agreement.

Pangang Group and Desheng Group signed a strategic cooperation agreement. Pangang Group and Desheng Group have close geographical relationship, complementary advantages and huge potential and space for cooperation. According to the agreement, Pangang Group and Desheng Group will give full play to their respective advantages and carry out all-round and in-depth cooperation in the fields of mineral resources, procurement and sales, deep processing of vanadium products, modern logistics, investment and financing.

The largest iron and steel industrial park in Heilongjiang opened with an investment of 3.5 billion yuan.

Harbin Gutie Market Iron and Steel Industrial Park, which was invested by Harbin Industrial Investment Group for 3.5 billion yuan, started construction in Acheng District. After the project is completed, it will become the largest comprehensive park in the province, focusing on steel sales and integrating e-commerce, spot trading, information service, large-scale warehousing, steel plate cutting and other functions.