越南热轧卷市场为预期的关税做准备
Vietnamese HRC market prepares for anticipated duties
Kallanish（开阑商务信息咨询）报道，越南热轧卷市场上周表现平淡，购买兴趣稀少。市场一直在为悬而未决的贸易案做准备，预计该案将宣布对来自中国和印度的热轧卷征收反倾销税。
The Vietnamese hot rolled coil market was quiet last week with thin buying interest, Kallanish notes. The market has been preparing for a pending trade case to announce anti-dumping duties against HRC from China and India.
越南买家在预期对进口中国热轧卷征收反倾销税之前一直在备货。正在进行的调查预计将在年底或2025年初得出结果，并有可能追溯征税。河内一位贸易商说：“通常情况下，他们只进口1.5-2个月的库存，而在过去的两个月里，买家在囤积3-4个月的库存。”
Vietnamese buyers have been stocking up ahead of expectations of anti-dumping duties targeting Chinese HRC imports. Results of an ongoing investigation are expected around year-end or early 2025, with the prospect of retroactive duties. “Normally they only import 1.5-2 months of inventory, in the past two months, buyers have been stocking up to 3-4 months,” a trader in Hanoi says.
一些来自中国的宽幅热轧卷已运抵越南，但数量还不多。服务中心正在购买宽度为2,000毫米的中国热轧卷，但仅限于用于结构应用的Q235和Q345等级。目前，他们已开始投资建设宽度达2米的新设施，并正在安装来自中国的纵剪机。分切成本估计约为150-300越南盾/公斤（6-12美元/吨）。上周五听说中国3-12毫米Q235 2,000毫米宽度热轧卷的报价为500-504美元/吨cfr。河内贸易人士称，一些客户的出价为495美元/吨cfr，相当低。
Some cargoes of wider-width HRC from China have arrived in Vietnam but not much as yet. Service centres are buying 2,000mm width Chinese HRC and they are confined to Q235 and Q345 grades for structural applications. They have started to invest in new facilities up to 2m wide now and are in the process of installing slitting machines from China. Slitting costs are estimated around VND 150-300/kg ($6-12/t). Chinese 3-12mm Q235 2,000mm width HRC was heard offered last Friday at $500-504/t cfr. Some customers were bidding at $495/t cfr which is rather low, Hanoi-based trading sources say.
来自中国的再轧级2毫米及以上厚度SAE1006热轧卷报价为510美元/吨cfr越南。中国SAE 1006热轧卷库存货物报价约为500-505美元/吨cfr，12月发货。
Meanwhile, rerolling 2mm and up thickness SAE1006 HRC from China is heard offered at $510/t cfr Vietnam. Stock lots for Chinese SAE 1006 HRC, for prompt December- shipment are offered at around $500-505/t cfr.
日本/韩国SAE 1006热轧卷的报价为530-540美元/吨cfr越南，台湾报价为540美元/吨cfr。2-2.7毫米厚度的SAE热轧卷估价为510-520美元/吨cfr，较前一周上涨5美元。
Japanese/South-Korean SAE 1006 HRC are heard offered at $530-540/t cfr Vietnam while an offer from Taiwan is heard at $540/t cfr. SAE grade 2-2.7mm thickness HRC is assessed at $510-520/t cfr, up $5 on-week.
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