國(guó)內(nèi)方管價(jià)格先跌后漲,上旬小幅下跌,中下旬出現(xiàn)較明顯上漲,累計(jì)較上周末上漲20元/噸。受進(jìn)口礦大幅反彈影響,本月國(guó)內(nèi)礦山也有所跟漲,加之唐山地區(qū)一些檢修減產(chǎn)高爐在中下旬略有恢復(fù),適當(dāng)增加方管采購(gòu),國(guó)產(chǎn)礦成交情況有所好轉(zhuǎn)。在地方礦山供貨意愿不強(qiáng)的情況下,預(yù)計(jì)下月方管價(jià)格相對(duì)穩(wěn)定。近期由于國(guó)際方管和煤炭?jī)r(jià)格持續(xù)下跌引發(fā)貿(mào)易商抄底,再加上澳洲礦商加大出貨力度,推動(dòng)干散貨市場(chǎng)運(yùn)價(jià)持續(xù)大幅反彈。但行業(yè)基本供需形勢(shì)未變,國(guó)內(nèi)需求依舊疲軟,且短期將面臨淡季需求回落,再加上現(xiàn)存運(yùn)力消化仍需時(shí)日,預(yù)計(jì)目前運(yùn)價(jià)大幅反彈勢(shì)頭難以持續(xù)。
Domestic tube prices first fell and then rose, slightly fell in the first ten days, and increased significantly in the second and second half of the year, with a cumulative increase of 20 yuan/ton over last weekend. Affected by the sharp rebound in imported mines, domestic mines have also increased this month. In addition, some blast furnaces in Tangshan area have recovered slightly in the middle and late stages of maintenance and production reduction. With the appropriate increase in square pipe purchasing, the turnover of domestic mines has improved. In the case of weak supply willingness of local mines, it is expected that the price of square tube will be relatively stable next month. Recently, due to the continuous decline in international management and coal prices, traders have been reading the bottom, and Australian miners have increased their shipments, which has pushed the dry bulk market prices to rebound substantially. However, the basic supply and demand situation of the industry remains unchanged, domestic demand remains weak, and short-term demand will face a downturn in the off-season, coupled with the existing capacity digestion still takes time, it is expected that the current sharp rebound in freight rates will be unsustainable.
建筑鋼材廠家本月上旬價(jià)格普遍大幅下調(diào),中下旬隨著鋼價(jià)企穩(wěn),對(duì)出廠價(jià)格進(jìn)行調(diào)整的不多,無(wú)縫方管部分鋼廠出廠價(jià)格還出現(xiàn)小幅上調(diào)。其中以旬定價(jià)的沙鋼、永鋼等鋼廠在6月上旬大幅下調(diào)出廠價(jià)格200-260元/噸之后,中下旬價(jià)格均保持平穩(wěn),河北鋼鐵6月份結(jié)算價(jià)格則在指導(dǎo)價(jià)格基礎(chǔ)上大幅下調(diào)160-280元/噸。經(jīng)過(guò)本月鋼廠價(jià)格的滯后下調(diào)之后,各區(qū)域主導(dǎo)鋼廠出廠價(jià)格與P110石油套管市場(chǎng)價(jià)格倒掛的幅度已經(jīng)不大,后期鋼廠出廠價(jià)格繼續(xù)下調(diào)的壓力將有所減輕。但值的一提的是,隨著資金鏈的持續(xù)緊張,本月江西萍特鋼鐵出現(xiàn)因資金鏈斷裂而停產(chǎn)的現(xiàn)象,折射出當(dāng)前中小鋼企的生存狀況已相當(dāng)艱難,后期不排除部分鋼廠為回籠資金而出臺(tái)極端價(jià)格政策的情況。當(dāng)前國(guó)內(nèi)方管產(chǎn)量繼續(xù)保持在高位,對(duì)原料剛性需求仍存。不過(guò)在鋼廠虧損以及國(guó)家環(huán)保治理力度加大的情況下,預(yù)計(jì)5月份國(guó)內(nèi)方管產(chǎn)量將有所下降,加之目前鋼廠采購(gòu)原料普遍謹(jǐn)慎,預(yù)計(jì)7月份方管、焦炭等原料市場(chǎng)仍將以盤整走勢(shì)為主。
In the early part of this month, the prices of construction steel factories generally fell sharply. With the stabilization of steel prices in the middle and late part of this month, the ex-factory prices of some seamless square pipe factories have not been adjusted much, and the ex-factory prices of some seamless square pipe factories have also increased slightly. Among them, Shagang and Yonggang steelmakers, which were priced in 10 days, cut their ex-factory prices by 200-260 yuan/ton in early June. After that, their prices remained stable in Mid-and late-June. Hebei Iron and Steel's settlement price in June was significantly reduced by 160-280 yuan/ton on the basis of the guided prices. After this month's lagging reduction of steel mill prices, the upside-down between the ex-factory prices of leading steel mills in various regions and the market prices of P110 oil casing pipe is not large enough, and the pressure of further reduction of ex-factory prices will be eased in the later period. However, it is worth mentioning that with the continuous tension of the capital chain, Pingte Iron and Steel Co. of Jiangxi Province stopped production this month because of the break of the capital chain, reflecting that the current living conditions of small and medium-sized steel enterprises have been quite difficult. Later, it is not excluded that some steel mills issued extreme price policies to withdraw funds. At present, the domestic production of square tubes remains at a high level, and there is still a demand for rigid raw materials. However, with the loss of steel mills and the increasing efforts of national environmental protection management, it is expected that the domestic production of square tubes will decline in May. In addition to the current prudence of steel mills in purchasing raw materials, it is expected that the market of square tubes, coke and other raw materials will continue to be dominated by consolidation in July.
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