意大利热轧卷厂准备长期停产,可能提价
Italian HRC mills prepare long stoppages, possible hikes
意大利热轧卷价格与11月中旬相比保持稳定,与月初相比小幅上涨。目前需求疲弱,成交量有限。
Italian hot rolled coil prices have maintained stability compared to mid-November , exhibiting a slight increase versus the beginning of the month. Demand is currently weak, and sales are being executed in restricted volumes.
一些意大利钢厂将在12月假期季节进行长期停产。一家生产商计划今年大幅减产,以匹配需求和供应,并将在12月和1月期间临时停止运营三周。由于长期停产,该公司将不接受1月的订单,只接受2月的订单。消息人士告诉Kallanish(开阑商务信息咨询),意大利生产商已基本完成接受12月订单。
Several Italian mills are set to undergo prolonged shutdowns in conjunction with the December holiday season. A producer plans to significantly reduce output this year to align demand and supply, and will temporarily halt operations at its plant for three weeks between December and January. The company will not take bookings for January and will exclusively accept orders for February due to the prolonged closure. Italian producers have largely completed their December order books, sources tell Kallanish.
由于即将到来的停产,意大利的供应预计将有限。Acciaierie d’Italia目前的开工率不高。意大利热轧卷生产商计划将交货价提高到600欧元/吨(631美元/吨)。然而,在当前的市场条件下,客户依然对能否实现这一目标表示怀疑。包括买方和卖方在内的市场参与者表示,进口市场上缺少兴趣,因为进口报价基本与国内热轧卷合同水平一致,并且还有关税风险。一家欧洲主要生产商的热轧卷目前在各欧洲市场的定价为600-610欧元/吨出厂价或交货价。在这些价格水平上,目前基本没有销售活动,但缺少进口材料使卖家相信将能够在欧洲实现这些价格水平。
The availability of materials in Italy is expected to be limited due to the impending shutdown. Acciaierie d’Italia is currently operating at a diminished capacity. Italian producers of hot-rolled coil are aiming to increase their prices to €600/t ($631/t) delivered. However, clients remain sceptical about the feasibility of this target in the current market conditions. Market participants, including both sellers and buyers, indicate a lack of interest in the import market, as import offers are primarily aligned with domestic HRC contract levels besides the risk of duties. A leading European producer is currently pricing HRC at €600-610/t base ex-works or delivered in various European markets. Current sales activity at these price points is virtually non-existent, but the absence of import alternatives leads sellers to believe that this price level will be reached in Europe.
未来几周,预计客户将在意大利提高采购量,以便在即将停产前囤货,特别是考虑到一家生产商将无法接受1月订单。
In the coming weeks, it is expected that customers will ramp up their purchases in Italy in order to stockpile ahead of the impending closures, especially given that one producer will be unable to meet orders for January.
在意大利,服务中心材料目前的合同价格平均为570欧元/吨交货价,有消息称一些较低的合同价格约为550欧元/吨交货价。服务中心的很多客户将在12月第二周开始关停,在1月7日恢复运营。
In Italy, service centre quality material is currently being contracted at an average price of €570/t delivered, with reports of some lower contracts around €550/t delivered. A significant number of service centres’ clients will start shutdown in the second week of December, with operations set to resume on 7 January.
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