东盟和中国方坯市场走低
ASEAN, Chinese billet markets head south
Kallanish（开阑商务信息咨询）获悉，在看跌市场情绪和人民币贬值的影响下，东南亚和中国的方坯进口市场继续下滑。
The billet import market continues to fall in Southeast Asia and China amid bearish market sentiment and the depreciated Chinese yuan, Kallanish notes.
中国钢材期货下跌可能导致该地区方坯价格进一步下降。
The falling Chinese steel futures could cause regional billet prices to fall further.
1月份发货的不限产地5sp 150毫米方坯报价普遍为478-480美元/吨cfr马尼拉，比前一周低10美元/吨左右。
Offers for open-origin 5sp 150mm square billet for January shipment were prevailing at $478-480/tonne cfr Manila, around $10/t lower from the week before.
马尼拉一位贸易商说：“部分原因是季节性因素，但我认为市场也在等待更多利好消息。”他补充说：“特朗普胜选肯定会给全球经济带来一些影响。”
“It is partly seasonal, but I also think the market is drifting while waiting for more positive news,” a Manila trader said. “Trump’s win certainly knocked some wind out of the global economy’s sail,” he added.
一位进口商在周五表示：“随着上期所价格走软，报价可能会降低。”
"With the SHFE softening, offers may be lower," an importer said on Friday.
听说两周前以490美元/吨cfr马尼拉的价格达成一笔2.6万吨的俄罗斯5sp 125毫米方坯交易。11月4日左右，一笔12月发货的6,000吨高锰5sp日本130毫米电弧炉方坯交易以487美元/吨cfr成交。高锰方坯的溢价为3-5美元/吨。
A 26,000t Russian 5sp 125mm billet cargo was heard booked two weeks ago at $490/t cfr Manila. A deal for 6,000t high-manganese 5sp Japanese 130mm EAF December-shipment billet concluded around 4 November at $487/t cfr. The premium for the high-manganese content is $3-5/t.
周五当地一家电弧炉钢厂经理表示，螺纹钢需求已经下降。“建筑活动确实已经放缓。”
Rebar demand has fallen, a local EAF mill manager said last Friday. "Construction activity has really slowed down.”
Kallanish评估的5sp/ps或Q275 120/125/130毫米方坯价格为480美元/吨cfr马尼拉，周环比下跌10美元/吨。
Kallanish assessed 5sp/ps or Q275 120/125/130mm square billet at $480/t cfr Manila, down $10/t on-week.
在中国，上周五3sp 150毫米方坯价格约为447美元/吨fob，周环比下跌25美元/吨，原因是上海钢材期货暴跌和人民币对美元汇率贬值。上海期货交易所主力2025年1月螺纹钢合约周环比下跌135元/吨（19美元/吨）。
In China, 3sp 150mm billet was around $447/t fob last Friday, a fall of $25/t week-on-week, stemming from the slumped Shanghai steel futures and depreciated yuan-to-dollar exchange rate. The most traded January 2025 rebar contract on Shanghai Futures Exchange fell by CNY 135/t ($19/t) w-o-w.
周五市场消息人士称，人民币兑美元汇率走低为出口商节省约8美元/吨的成本。中国期货价格暴跌导致一些中国钢厂在周五下午撤回报价。
A weaker yuan-to-dollar forex has saved exporters around $8/t in costs, according to market sources on Friday. The slump in the Chinese futures caused certain Chinese mills to withdraw offers during Friday afternoon.
在印度尼西亚，11月14日中国5sp 150毫米方坯的最新报价为478美元/吨cfr雅加达。一位雅加达贸易商在周五表示：“今天的报价应该会更低。”
Meanwhile, in Indonesia, Chinese 5sp 150mm billet were last heard offered at $478/t cfr Jakarta on 14 November. "Offers should be lower today," a Jakarta trader said on Friday.
他听说1月发货的中国3sp级150毫米方坯在上周四以470美元/吨cfr雅加达的价格成交。他补充说：“应该是 1-2万吨。”
He heard Chinese 3sp grade 150mm January-shipment billet booked at $470/t cfr Jakarta last Thursday. "It should be for 10,000-20,000t," he added.
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