板坯出口商难以找到买家
Slab exporters struggle to find buyers
板坯出口市场基本停滞不前，过剩的亚洲板坯难以找到买家。市场参与者告诉Kallanish（开阑商务信息咨询），意大利和土耳其买家对进口兴趣不大，没有明显的交易，只有价格商谈。
The slab export market remained largely stagnant, with a glut of Asian slab struggling to find buyers. Italian and Turkish buyers were showing little interest in imports, with no notable transactions being made, only price discussions, market participants inform Kallanish.
一位市场参与者说：“意大利或土耳其现在没有人对购买进口板坯感兴趣。很多亚洲板坯正在努力寻找下家：中国、马来西亚、印度尼西亚、越南都在寻找销路。当然还有俄罗斯。但市场上没有交易，只有价格。没有人愿意购买。”同一消息人士补充说，唯一的活动似乎是在巴西/美国市场。
A market participant notes: "No one in Italy or Turkey is interested in imported slab purchases right now. Lots of Asian slab is trying to find a home: China, Malaysia, Indonesia, Vietnam – all looking for sales. Russia too, of course. But there are no deals, just prices in the market. No one wants to buy." The only activity appears to be in the Brazil/US market, the same source adds.
在土耳其，来自马来西亚的板坯价格为490美元/吨cfr，来自印度尼西亚的板坯价格为480-485美元/吨cfr，来自越南的板坯价格为485美元/吨cfr。据土耳其买方消息人士称，未被制裁的俄罗斯钢厂的板坯报价为470-480美元/吨cfr。
In Turkey, slab from Malaysia was heard at $490/t cfr, from Indonesia at $480-485/t cfr, and from Vietnam at $485/t cfr. China/Asia-origin slab was heard at $490-500/t cfr Turkey. Non-sanctioned Russian mills were offering slab at $470-480/t cfr, according to various sources on the Turkish buy side.
一位土耳其消息人士说：“亚洲板坯供应商可以向土耳其出售板坯，但数量有限，因为土耳其对半成品材征收22.5%的进口税。可以为热轧卷出口目的购买板坯，但热轧卷的出口需求有限。如果出口市场有足够的热轧卷需求，亚洲人可以出售他们的热轧卷。”
“Asian slab suppliers may sell [to Turkey], but a limited amount as there is a 22.5% import duty for semis in Turkey. Slab can be bought for [HRC] export purposes, but HRC demand on the export side is limited. If there would be enough HRC demand in export markets, the Asian guys could sell their HRC [instead],” a Turkish source notes.
另一位土耳其买方消息人士说：“现在没有人有兴趣（在土耳其购买板坯），因为出口市场对板材的需求有限。现在的市场非常缓慢和萧条。”
“No one is interested now [in slab purchases in Turkey] because of limited demand for flats in export markets. The market is so slow and depressive now," notes another Turkish buy-side source.
值得注意的是，非常态的大量生铁运抵土耳其可能会大幅削减土耳其的进口板坯需求。一位贸易人士指出：“MV Bonita正在向Aliaga交付5,000吨生铁，而Equinox和Sanita S两艘船正在伊斯肯德伦连续卸货，一次共卸下9万吨生铁。”他补充说，对于土耳其来说，这是个异常大的数量。
Notably, atypically large arrivals of pig iron into Turkey could substantially slash imported slab demand in Turkey. “MV Bonita is delivering 5,000 tonnes of pig iron to Aliaga, while two vessels, Equinox and Sanita S, were unloading in Iskenderun consecutively, totalling 90,000 tonnes pf pig iron at once,” a trading source notes. The tonnage is unusually large for Turkey to absorb, he adds.
在意大利，钢厂在密切关注市场，至少一家钢厂考虑印尼原产的板坯，出价500-510美元/吨cfr。俄罗斯NLMK的报价为500美元/吨cfr，而Evraz的报价为490美元/吨cfr，据说后者的报价最为激进。一位贸易商说：“据传闻，Evraz可能以约480-485美元/吨cfr的价格在意大利达成一笔交易。”
In Italy, mills were observed watching the market closely, with at least one considering Indonesian-origin slab, bidding at $500-510/t cfr. Russia’s NLMK was quoting at $500/t cfr, while Evraz offered at $490/t cfr, the latter reportedly being the most aggressive. "According to rumours, Evraz may have secured a deal with Italy at around $480-485/t cfr,” a trader says.
对于土耳其、中东和北非地区，Evraz的俄罗斯板坯报价为425-435美元/吨fob。俄罗斯占领下的乌克兰Alchevsk Metallurgical Plant的板坯报价为410-415美元/吨fob，1月份发货。
For Turkey and the Middle East and North Africa, Russian slab offers were heard at $425-435/t fob from Evraz. Slab from the Alchevsk Metallurgical Plant in Russian-occupied Ukraine was offered at $410-415/t fob for January shipment.
其他产地，包括越南的Formosa Ha Tinh Steel和印度尼西亚的Dexin Steel，板坯报价分别为460-470美元/吨fob和445-455美元/吨fob。据悉，这两家钢厂对巴西的报价水平相近，均为445-450美元/吨fob。据贸易人士称，中国板坯价格为470-480美元/吨fob，印度板坯价格为450-470美元/吨fob。
Other origins, including Vietnam’s Formosa Ha Tinh Steel and Indonesia’s Dexin Steel, were quoting slab at $460-470/t fob and $445-455/t fob, respectively. Both mills were believed to have product available at similar levels of $445-450/t fob to Brazil. Meanwhile, Chinese slab was priced at $470-480/t fob and Indian slab at $450-470/t fob, according to various trading sources.
一位贸易人士称，Tata Steel正在推动板坯出口，而不是热轧卷出口，其位于Kalinganagar的新高炉钢厂的板坯目标价定在460-470美元/吨fob，其中部分出口量瞄准英国市场。
One trading source says Tata Steel was pushing for slab exports instead of HRC, targeting $460-470/t fob from its new blast furnace in Kalinganagar, with some of the volumes aimed at the UK market.
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