越南进口商转向宽幅中国热轧卷

财富   时事   2024-11-25 11:31   中国香港  

越南进口商转向宽幅中国热轧卷

Vietnamese importers switch to wider-width Chinese HRC


Kallanish(开阑商务信息咨询)报道,越南热轧卷市场持续低迷;不过,对宽幅中国热轧卷的购买兴趣仍在继续。

The Vietnamese hot rolled coil market continues to be sluggish; however, buying interest in wider-width Chinese HRC continues, Kallanish notes.

最近几周,越南买家转而购买更宽的中国热轧卷,以规避可能的反倾销税。

In recent weeks, Vietnamese buyers have turned to wider-width Chinese HRC to circumvent possible anti-dumping duties on imports.

上周后期,3-12毫米厚、1,500毫米宽的加硼Q235热轧卷的报价为493美元/吨cfr越南。2,000毫米宽的加硼Q235热轧卷的报价为505美元/吨cfr海防和510美元/吨cfr胡志明市。这些中国产热轧卷的报价将于1月10日前发货,并有待最终确认。

An offer for 3-12mm thickness 1,500mm width boron-added Q235 HRC was heard late last week at $493/tonne cfr Vietnam. This compares with 2,000mm width boron-added Q235 HRC at $505/t cfr Hai Phong and $510/t cfr Ho Chi Minh. These Chinese-origin HRC offers are due for shipment by 10 January and are subject to final confirmation.

越南贸易人士称,最近有一些来自中国的3-12毫米厚2,000毫米宽的Q235级热轧卷交易,价格为500美元/吨cfr。

Some buying took place for 3-12mm thickness 2,000mm width Q235 grade HRC from China at $500/t cfr recently, Vietnamese trading sources say.

一位估计上周四和周五预订6,000-7,000吨热轧卷的贸易商说,这些购买2,000毫米宽度热轧卷的买家认为,正在进行的反倾销案将不适用于他们采购的产品。

A trader who estimates 6,000-7,000 tonnes were booked last Thursday and Friday says that such buyers of 2,000mm width HRC think the ongoing AD case will not apply to their purchases.

另一位消息人士说,这些是仓单货物,因为它们比目前的报价便宜。

Another says these are position cargoes because they are cheaper than current offers.

中国贸易人士称,在中国出口宽幅热轧卷的钢厂中,有一家一线钢厂向越南出口1,900毫米宽的SAE 1006热轧卷。

Among the Chinese mills exporting wider-width HRC is a tier-1 mill's shipment of 1,900mm width SAE 1006 HRC to Vietnam, Chinese trading sources note. 

一位中国贸易商证实,在过去的两三个月里,越南对中国的宽幅热轧卷感兴趣。此前的宽幅热轧卷进口仅限于热轧薄板。

Previously, wider-width hot rolled imports were confined to hot rolled sheet, notes a Chinese trader who confirms the Vietnamese interest for Chinese wider-width HRC in the past 2-3 months. 

由于目前正在进行的针对中国和印度宽度不超过1,880毫米的热轧卷产品的反倾销调查预计将很快结束,追溯性关税或初步关税可能很快实施。

As on-going antidumping investigations targeting Chinese and Indian HRC products of width up to 1,880mm are expected to end soon, retroactive or preliminary duties could be implemented soon thereafter.

中国SAE 1006热轧卷库存货物的报价约为510美元/吨cfr。SAE级2-2.7毫米厚度热轧卷的估价为505-515美元/吨cfr,周环比持平。

Stock cargoes of Chinese SAE 1006 HRC are heard offered at around $510/t cfr. SAE grade 2-2.7mm thickness HRC is assessed at $505-515/t cfr, unchanged on-week.

韩国和日本SAE 1006热轧卷1月发货报价分别为530美元/吨cfr越南和540美元/吨cfr。一家印尼钢厂的SS400/SAE 1006热轧卷报价为550美元/吨cfr,中国台湾SAE 1006热轧卷报价为555-560美元/吨cfr。

South Korean and Japanese SAE 1006 HRC January-shipment offers are prevailing at $530/t cfr Vietnam and $540/t cfr respectively. An Indonesian mill’s SS400/SAE 1006 HRC offer is heard at $550/t cfr and Taiwanese SAE 1006 HRC at $555-560/t cfr.

据闻越南国内钢厂台塑河静钢铁公司上周向大批量买家下调12月/1月发货的国内热轧卷价格。市场人士称,该钢厂的折扣相当于10美元/吨,适用于1万吨及以上的订单。

Meanwhile, domestic mill Formosa Ha Tinh Steel is heard to have cut its domestic HRC prices for December/January shipment last week to large-volume buyers. The mill's discount is the equivalent of $10/t and applies to bookings of 10,000t and more, market participants say.

一位越南再轧商说:“他们希望获得更多订单,因为他们的重点是本地市场。”

“They want to collect more orders as their focus is the local market,” a Vietnamese reroller observes.

一位贸易商说,热轧卷出口市场生意很难做,订单很少。

Export market business for HRC is difficult and orders are low, a trader says.

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