需求低迷、中国市场疲软拖累东盟市场
Poor demand, Chinese sluggishness weighs on ASEAN markets
Kallanish（开阑商务信息咨询）报道，东盟的建筑钢材市场依然低迷，而中国由于人民币走弱和国内需求疲软，可能会鼓励中国的钢材出口。
The construction steel markets remain depressed in ASEAN, with weakness in China due to a weakening yuan and domestic demand which are likely to encourage Chinese steel exports, Kallanish notes.
印尼一家主要钢厂再次将其3sp 150毫米方坯官方价格从11月29日的465美元/吨fob下调至455美元/吨fob，自12月4日起生效。
A leading Indonesian mill has again lowered its 3sp 150mm billet official prices to $455/tonne fob effective 4 December, down from $465/t fob on 29 November.
同期，其盘条官方价格也下调5美元/吨，至485美元/吨fob。这两种产品的发货期均为2月底。该厂将板坯报价从458美元/吨fob下调至455美元/吨fob，1月底前发货。
Its official wire rod price was also lowered by $5/t to $485/t fob over the same period. Both products are for shipment by end-February. The mill reduced its slab offer to $455/t fob from $458/t fob for shipment by end-January.
在越南，一家主要钢厂于12月5日将国内螺纹钢价格下调250越南盾/公斤（10美元/吨），盘条价格下调200越南盾/公斤。12月2日，该厂理重螺纹钢出口报价为485美元/吨fob，约合510美元/吨cfr新加坡。
In Vietnam, a leading mill decreased the domestic price of its rebar by VND 250/kg ($10/t) and VND 200/kg for wire rod on 5 December. The mill’s export offer for theoretical-weight rebar was at $485/t fob on 2 December which would be about $510/t cfr Singapore.
地区长材市场非常冷清，建筑钢材和方坯价格也相应较低。
The regional longs markets have been very quiet and prices for construction steel and billet are correspondingly low.
一位贸易商说，由于缺乏需求和中国政府的支持，中国国内钢材需求受到打击。
Chinese domestic steel demand has been hit by the lack of demand and support from the Chinese authorities, a trader says.
一位中国贸易商说：“我认为铁矿石价格相对较高，至少还有10美元/吨的下跌空间，这可能会引发钢材价格进一步下跌。”
“I think iron ore is relatively high and there is room for prices to fall by at least $10/t which could trigger steel prices to fall further,” a Chinese trader says.
他补充说：“中国也即将迎来春节（2025年1月底），我们也即将迎来年终假期。”
“China is also heading toward the Chinese New Year (late January 2025) and we are also approaching the year-end holidays too,” he adds.
一位地区贸易商说：“（显然）年底不可能出现复苏。”他估计中国钢材出口量“将创历史新高……超过1.1亿吨。”
“[There is] clearly no chance of a revival in the year-end,” a regional trader says. He estimates Chinese steel exports are “going to be at an all-time high…surpassing 110mt.”
还有人担心，明年美国当选总统唐纳德·特朗普就任后，钢铁市场将会恶化。
Others are also concerned that the steel markets will worsen next year when US President-elect Donald Trump assumes presidency.
一位地区钢厂经理说：“我担心特朗普可能会对世界钢铁市场造成一些损害。”
“I worry that Trump may inflict some damage to the world steel market,” a regional mill manager says.
1月/2月发货的中国直径6.5毫米及以上的网用盘条报价仍在480美元/吨cfr马尼拉左右，与上周相近。这些进口产品被认为是可能逃避全额增值税的中国出口产品。
Meanwhile, offers for mesh-grade 6.5mm and up diameter Chinese wire rod for January/February shipments were still around $480/t cfr Manila, similar to last week. These imports are believed to be Chinese exports which may evade full payment of VAT.
Kallanish评估的SAE 1008 6.5毫米直径盘条价格为475美元/吨cfr马尼拉，周环比下跌2.5美元/吨。
Kallanish assesses SAE 1008 6.5mm-diameter wire rod at $475/t cfr Manila, down $2.5/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
