中国市场走强未能影响越南热轧卷市场
China firming fails to move Vietnamese HRC market
Kallanish（开阑商务信息咨询）报道，在周末长假前夕，周五越南热轧卷进口市场平静。总体而言，随着期货市场上涨，中国热轧卷出口商提高报价。
Vietnam’s hot rolled coil import market was quiet on Friday, on the eve of a long holiday over the weekend,Kallanish notes. In general, Chinese HRC exporters hiked offers in tandem with a rising futures market.
来自中国的2毫米及以上厚度SAE 1006热轧卷报价为485-490美元/吨cfr越南，高于前一周的478美元/吨cfr。河内一家钢厂的消息人士说：“没有太大波动。但越南的再轧商开始接到订单，因此他们开始补货热轧卷，以便在年底前进行涂层产品销售。”Kallanish评估的SAE级2-2.7毫米厚度热轧卷价格为480美元/吨cfr越南，比前一周上涨2.5美元。
Offers for 2mm and up thickness SAE 1006 HRC from China are heard at $485-490/tonne cfr Vietnam, up from $478/t cfr the week before. “There has notbeen much movement. But Vietnamese re-rollers are starting to get orders, so that they are starting to restock HRC for coated sales before year-end,” a Hanoi mill source says. Kallanish assessed SAE grade 2-2.7mm thickness HRC at $480/t cfr Vietnam, up $2.5 week-on-week.
上周，当地热轧卷生产商Formosa Ha Tinh宣布降价，以消化10月份发货的未售出配额。SAE 1006/SS400等级热轧卷的最低采购量为2万吨，该公司的国内热轧卷价格降至511美元/吨cfr越南。越南市场消息人士估计，该生产商成功获得15万吨的国内销量。该厂还以505-510美元/吨fob销售4万至5万吨出口产品。贸易商指出，出口交易主要销往墨西哥和马来西亚。
Last week, local HRC producer Formosa Ha Tinh announced a cut in prices in order to soak up unsold allocations for October shipment. For minimum purchases of 20,000 tonnes of SAE 1006/SS400 grades, the mill’s domestic HRC price was lowered to $511/t cfr Vietnam. Vietnamese market sources estimate the producer managed to secure 150,000t in domestic sales. It also sold 40,000-50,000t for export at $505-510/t fob. The export bookings were mainly to Mexico and Malaysia, traders note.
周四，原产于中国的Q195热轧卷9月发货报价为475美元/吨cfr。河内一位贸易商说，这是即期发货产品，因为越南客户担心从10月份开始可能征收反倾销税。针对从中国和印度进口的热轧卷的反倾销调查正在进行。另一位贸易商在周五表示，报价普遍在480美元/吨cfr。
Offers for 3mm base thickness Chinese-origin Q195 HRC for September shipment were heard at $475/t cfr on Thursday. The shipment is prompt because Vietnamese customers are wary of any anti-dumping duties that may apply from October, a Hanoi trader says. An anti-dumping investigation is pending against imports of HRC from China and India. Another trader said on Friday that offers are prevailing at $480/t cfr.
当周早些时候，中国Q195热轧卷的成交价格为472美元/吨cfr。越南南部的客户似乎并不太担心反倾销税的前景。一位贸易商说：“他们甚至预订了10月份的船货。”他听说总共预订了至少1万吨。在截至8月23日的一周内，中国10月份发货的Q195/235热轧卷的报价曾一度下滑至460-465美元/吨cfr越南。
There was a booking for Chinese Q195 HRC at $472/t cfr earlier in the week. It appears that customers in southern Vietnam are not overly worried about the prospect of anti-dumping duties. "They booked even October shipment," a trader says. He hears that at least 10,000t was booked in total. Offers for Q195/235 HRC for October shipment from China had previously slumped to $460-465/t cfr Vietnam during the week through 23 August.
越南消息人士称，越南国庆节假期的正式庆祝时间为8月31日至9月3日，但一些企业在周五提前开始放假。
Vietnam’s National Day holiday is officially celebrated from 31 August to 3 September but some started the holiday earlier on Friday, Vietnamese sources say.
点击下方图片了解更多详情
Kallanish 网站
日报 周报 月报 会议
广告虚位以待
欢迎咨询微信: Kallanish
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
