Analysis of the layout and trend of the scrap steel industry

There are generally three sources of scrap steel: self -produced waste steel (including production recycling and non -production recycling) during the production process of steel companies; processing waste steel generated during the production process of industrial and mining enterprises; depreciation of waste steel materials such as social production, life, and national defense materials Scrap steel, such as scrapped cars, ships, steel structure bridges and buildings.
The classification of scrap steel resources according to its weight and volume is as follows:
1. The output of scrap steel is growing
. According to statistics from the Waste Steel Association, the total output of waste steel resources in 2020 is 260 million tons, year -on -year -on -year Increase about 20 million. Among them, steel companies produced 47.66 million tons of waste steel.
The supply structure of social waste steel resources has undergone fundamental changes, and nearly 100 million tons of scrap steel resources occupied by the original “strip steel” enterprises have been transferred to regular mainstream steel companies. The supply structure and flow of the waste steel market have been optimized, and the waste steel resources are rationally used. According to industry experts, the output of waste steel in my country in 2030 will exceed 300 million tons, and the rapidly growing scrap steel resources will have an important impact on the process structure, steel plant layout, resource consumption, and carbon emissions of the steel industry.
2. Due to the tightening of the policy, the import volume has gradually decreased
The in recent years, with the improvement of domestic scrap steel quality, and the continuous tightening of my country’s waste steel import policies. Hardware, waste ships, waste car pressure parts, smelting slag, industrial source waste plastic, scrap disc’s crushing material, waste motor mainly recycled copper, and waste wires mainly recycled aluminum, etc., will be banned Imported;
starting from July 1, 2019, the state will adjust the solid waste of 8 varieties such as waste steel, copper waste, and aluminum waste fragmentation from “Solid waste catalogs that can be used as raw materials for non -restricted imported categories” In the “Solid Waste Catalog of Restricted Imported Class as Raw Materials”, in 2019, the cumulative imported scrap steel in 2019 was only 180,000 tons, a year -on -year decrease of 86.28%. It continued to decline in 2020, with a total import of 27,100 tons, a decrease of 85.28%year -on -year.
3. In recent years, the consumption of scrap steel has been growing
The quality of scrap steel consumed by a ton of crude steel consumption. my country’s short-process steelmaking single consumption is about 600kg/T fluctuations, long process steelmaking single consumption is about 100kg/T, and the comprehensive single consumption is fluctuating between 100-150kg/T.
If according to statistics from the scrap steel industry, China’s waste steel consumption in 2019 was 195 million tons, of which 180 million tons of waste steel were used for steelmaking raw materials, accounting for 92.3%, and 15 million tons of waste steel were used as the casting industry, accounting for 7.7% Essence Among the scrap steel for steelmaking raw materials, the transfer furnace, electric furnace, and mid -frequency furnace steelmaking consumed 97 million tons, 51 million tons, and 32 million tons, respectively, accounting for 53.8%, 28.5%, and 17.8%, respectively.
The total consumption of waste steel consumption of steel steelmaking for steel in 2020 was 230 million tons, an increase of 14 million tons year -on -year, an increase of 6%; the casting enterprise was 20.25 million tons, and the other about 10 million tons. Generally speaking, China’s waste steel consumption has been on the rise in recent years.
4, the prices of scrap steel soared all the way
Ben according to My Steel’s “Annual Report of 2021 Screw Steel Variety”, in January 2020, the market is optimistic about the trend of building steel after the festival. Winter storage scrap steel, scrap steel prices are prone to rising and difficult to fall. Later, affected by the emergency public health incident, the accumulation of the inventory of the materials was severe, the highest over the years, the price of a new year, the price fell sharply, and the price of scrap steel also fell. Since April 2020, under the favorable stimulus of national policies, domestic enterprises have been steadily advanced, and the industry has gradually resumed normal operations. Against the background of comprehensive resumption of work, the industry operates well and the price has rebounded sharply.
On December 31, 2020, the Ministry of Ecology and Environment, the National Development and Reform Commission, the General Administration of Customs, the Ministry of Commerce, the Ministry of Industry and Information Technology issued an announcement that starting from January 1, 2021, it is in line with the regeneration of the “Renewable Iron and Steel Materials” standard Steel raw materials can be imported freely. In this regard, Feng Helin, deputy secretary -general of the China Waste Steel Application Association, said that imported waste steel may be limited in three aspects in the future: first, because the current policy has just been liberalized, most steel companies have not implemented the supply channels and the development channels take time; It may have a negative impact on the channels of export countries and logistics, and the specific impact is difficult to predict; the third is that due to the release of imports in my country, the market price of foreign scrap steel has exceeded domestic.
In 2021, my country’s demand for scrap steel once increased, the supply and demand of the scrap steel market was in a tight balance, and the price of scrap steel also soared. According to the preliminary calculation of MySteel, the national scrap consumption of scrap steel was 139.72 million tons in the first half of 2021, an increase of 45.94 million tons last year, an increase of 48.99%. In 2021, the price of waste steel exceeded 4,000 yuan/ton. From August 9th to August 13th, 2021, the average price of scrap steel is 3590 yuan/ton
-For more industry related data, please refer to the “Market demand and investment planning analysis report of China’s scrap steel industry”