中国热轧卷在越南市场的价格进一步下滑

财富   2024-07-22 09:18   英国  

中国热轧卷在越南市场的价格进一步下滑

Chinese HRC prices falter further in Vietnam

Kallanish(开阑商务信息咨询)报道,上周越南市场上原产于中国的热轧卷价格依然低迷。需求低迷和市场看跌情绪持续存在。总部位于印尼的地区热轧卷市场新进入者Dexin开始在市场上报价,一些消息人士认为报价过高。

China-origin hot rolled coil prices in Vietnam remain depressed last week,Kallanish notes. Low demand and market bearishness have persisted. Indonesia-based regional HRC market entrant Dexin started offering in the market at a value some sources deemed to be too high.

上周五,来自中国的1万吨3-12毫米厚度Q235热轧卷成交价为513美元/cfr越南,9月底发货。越南贸易人士称,供应商随后在下午晚些时候将报价提高到514-515美元/cfr。一位贸易商说:“没有客户接受。”

Last Friday, 10,000 tonnes of 3-12mm thickness Q235 grade from China for end-September shipment was transacted at $513/tonne cfr Vietnam. Suppliers subsequently hiked offers in the late afternoon to a slightly higher$514-515/t cfr, Vietnamese trading sources note. “But no customer accepted,” a trader says.

中国再轧级热轧卷价格也出现下跌。据闻,717日,一批5,000吨小批量50%2毫米厚度的SAE 1006级热轧卷以519美元/cfr越南的价格成交。一位河内贸易商说:“虽然数量不大,但这个价格令人难以置信。”

Chinese rerolling HRC prices also fell. A small, 5,000t lot comprising 50% of 2mm thickness SAE 1006 grade HRC was heard booked on 17 July at $519/t cfr Vietnam. “This is a crazy price for a small volume though,” a Hanoi trader notes.

上周,来自中国一家钢厂的近5,000SAE 1006热轧卷的报价在520美元/cfr越南,其中50%2毫米厚度,其余为2.3毫米、2.5毫米和2.7毫米厚度。当地贸易商说,大多数中国SAE 1006 2毫米以上厚度热轧卷的报价都在530美元/cfr越南左右。一位地区贸易商说:“我最近没有听到任何大型钢厂的报价,因为他们的目标价仍在510美元/fob中国。”中国和越南之间的运费估计约为12-13美元/吨。

An offer for nearly 5,000tof SAE 1006 HRC from a certain Chinese mill, comprising 50% of 2mm thickness and the rest 2.3mm, 2.5mm and 2.7mm thickness, was circulating at $520/t cfr Vietnam last week. Most Chinese SAE 1006 2mm up thickness HRC offers are at around $530/t cfr Vietnam, local traders say. “I do not hear of offers from any major mills recently as they are still looking for $510/t fob [China],” a regional trader says. Freight is estimated at around $12-13/t between China and Vietnam.

一家再轧商表示,Formosa对国内大型买家提供20美元/吨的折扣是中国价格下跌的原因之一。另一位河内贸易商指出,在将国内销售价格降至535美元/cif海防和540美元/cif胡志明市之后,该钢厂的配额已经售罄。这些价格适用于定期订货且采购量较大(通常为2万吨)的再轧商。

Formosa’s discount of $20/t for large domestic buyers contributed to the drop in Chinese prices, a reroller says. The mill sold out allocations after reducing its domestic sales prices to $535/t cif Hai Phong and $540/t cif Ho Chi Minh City, another Hanoi trader notes. These prices applied to rerollers with regular orders and large purchase quantities, usually 20,000t.

Dexin Steel上周开始以535美元/cfr越南的价格出售其新投产的热轧卷。河内一位贸易商说:“没有人会在这个价位购买。”他说,Dexin的价格必须与中国材料保持一致,因为该厂的热轧卷没有CE标志。他指出,这意味着越南钢厂将无法向欧盟出口使用Dexin热轧卷基材生产的涂层卷材。

Meanwhile, Dexin Steel started offering its newly commissioned HRC last week at $535/t cfr Vietnam. “No one will buy at this level,” the first Hanoi trader says. Dexin’s prices must be in line with Chinese material because the mill’s HRC does not have the CE mark, he says. This will mean that Vietnamese mills will not be able to export coated coil using Dexin HRC substrate to the EU, he notes.

Kallanish评估的SAE2-2.7毫米厚热轧卷价格为520-525美元/cfr越南,周环比持平。

Kallanish assessedSAE grade 2-2.7mm thickness HRC at $520-525/t cfr Vietnam, unchanged week-on-week.


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