中国方坯拖累东盟价格下跌
Chinese billet drags down ASEAN prices
Kallanish（开阑商务信息咨询）报道，中国方坯出口价格正在下降到足以吸引东盟市场买家恢复采购的低水平。上周，印尼和菲律宾在近期低点达成3月份船货交易。
Chinese billet export prices are falling to levels low enough to entice buyers in ASEAN markets to return to purchasing, Kallanish notes. Deals for March shipments transacted last week at recent lows in Indonesia and Philippines.
上周四，一家大型再轧商订购一批 2万吨 5sp 150毫米方坯，价格为445美元/吨cfr雅加达。在马尼拉，大约2万至3万吨5sp 150毫米方坯也以445美元/吨cfr的价格成交。
Last Thursday, a large re-roller ordered a 20,000-tonne parcel of 5sp 150mm grade billet at $445/tonne cfr Jakarta. In Manila, some 20,000-30,000t of 5sp 150mm billet was also booked at $445/t cfr.
这些交易与中国方坯价格持续走软一致。中国3sp 150毫米方坯价格周环比再跌5美元/吨，约为425美元/吨，上海期货交易所主力2025年5月螺纹钢合约下跌70元/吨（10美元/吨）。
The bookings coincided with the continued softening in Chinese billet – 3sp 150mm billet fell another $5/t week-on-week to around $425/t, while the Shanghai Futures Exchange’s most traded, May 2025 rebar contract dropped CNY 70/t ($10/t).
一位上海贸易商说，在目前看跌的市场条件下，东盟交易的利润很低，甚至不存在。前一周，一批5sp 150毫米中国方坯成交价为450美元/吨cfr马尼拉，当时报价接近460美元/吨cfr。一位马尼拉贸易商说：“新年假期过后，5sp的报价仍接近460美元，约为458/459美元。”
The margins for the ASEAN deals are either very thin or even non-existent in the current bearish market conditions, a Shanghai trader says. The week before, a 15,000t parcel of 5sp 150mm Chinese billet was booked at $450/t cfr Manila, when offers were prevailing at nearly $460/t cfr. "Offers just after the new year holidays were still in the high $450s for 5sp, at around $458/459," a Manila trader notes.
在菲律宾，不限产地的5sp 150毫米方坯报价进一步下跌5美元/吨，约为450美元/吨cfr马尼拉。这些3月份装运的方坯原产地是中国还是东盟由卖方决定。印尼供应商对5sp 150毫米方坯的报价为450美元/吨cfr雅加达。
In the Philippines, offers for open-origin 5sp 150mm billet have fallen by a further $5/t to around $450/t cfr Manila. These, March-shipment offers are for Chinese- or ASEAN-origin billet, to be determined by the seller. Suppliers in Indonesia are offering at $450/t cfr Jakarta for 5sp 150mm billet.
印尼一家主要钢厂对3月装运的3sp 150毫米方坯的出口报价从上周一的437美元/吨fob下调至430美元/吨fob。Kallanish评估的5sp/ps或Q275 120/125/130毫米方坯价格为450美元/吨cfr马尼拉，周环比下跌5美元/吨。
A leading Indonesian mill's export offer for 3sp 150mm billet, for March shipment, has been cut to $430/t fob, from $437/t fob last Monday. Kallanish assessed 5sp/ps or Q275 120/125/130mm square billet at $450/t cfr Manila, down $5/t on-week.
点击下方图片了解更多详情
Kallanish 网站
日报 周报 月报 会议
定制报告
广告虚位以待
欢迎咨询微信: Kallanish
